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giorgiolb

giorgiolb
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  • The Misplaced Mania Over Dividend-Paying Stocks [View article]
    It might be bigger, but when you need to keep lopping off a few branches every quarter, it will eventually become a wooden pole.
    Jan 10 04:10 PM | 4 Likes Like |Link to Comment
  • The Misplaced Mania Over Dividend-Paying Stocks [View article]
    Yes, but you had to sell some of the bush to get those capital gains. Result: fewer future birds.
    Jan 10 02:58 PM | 6 Likes Like |Link to Comment
  • The Misplaced Mania Over Dividend-Paying Stocks [View article]
    DVK,

    "The fact that they are registered RIAs is becoming a little scary. "

    Seems to be a common theme from the RIA world.
    Jan 10 12:38 PM | 4 Likes Like |Link to Comment
  • The Misplaced Mania Over Dividend-Paying Stocks [View article]
    Jacob,

    Dividends cause no tax consequence in my IRA, and in my taxable account, they're taxed the same as as cap gains. .

    If you need current income, selling a portion of holdings in down markets might not be the wisest course, and of course, that selling also comes with a cost.

    Don't like dividends? Buy stocks that don't pay them, there are thousands.
    Jan 10 12:34 PM | 4 Likes Like |Link to Comment
  • Dividends: A Case of Behavioral Heuristics? [View article]
    "Is accepting $100 when you could get $200 a failure of simple math or an unwillingness to explore the human condition? "

    Briar, Doesn't it depend upon what more is required to get that extra $100? Math is math but when the human condition is involved, there are always strings attached. Sometimes accepting a lesser amount is the wiser and more profitable course.
    Jan 10 11:18 AM | 1 Like Like |Link to Comment
  • The Misplaced Mania Over Dividend-Paying Stocks [View article]
    And rising interest rates will adversely affect all stocks, not just the dividend payers.
    Jan 10 10:12 AM | 3 Likes Like |Link to Comment
  • Free Advice: It's Worth Exactly What You Paid For It [View instapost]
    For all the abuse passive investment guys like Lawrence heap on us stockpickers, it's ironic that individual stocks make up such a large a part of SA.

    But you're right, most of those articles seem to be written by faceless authors who churn them out daily and never respond.
    Jan 10 09:26 AM | Likes Like |Link to Comment
  • Using The 10 x 10 Table To 'Score' Dividend Yields And Growth Rates [View article]
    Lawrence,

    I.m certainly not a Luddite. Just call me skeptical when you're advocating a strategy using something without a long-term track record and asking me to trust that it will work.

    The financial world is littered with failed beat-the-market concepts, but they all sounded good when they were introduced with all the bells and whistles and the assurance that they were suitably back-tested.
    Jan 10 09:18 AM | 3 Likes Like |Link to Comment
  • Dividend Growth Vs. Fixed Income Challenge, Part 3: Inflation-Busting Dividend Growth Stocks [View article]
    DVK,

    I'm afraid the only way we'll get a peek at Lawrence's portfolio results is if "60 Minutes" does an undercover exposé.
    Jan 9 08:41 PM | 4 Likes Like |Link to Comment
  • Using The 10 x 10 Table To 'Score' Dividend Yields And Growth Rates [View article]
    Lawrence,

    I don't know any NFL quarterbacks, but I know quite a few who have managed to save enough for retirement by picking stocks.

    And they didn't have ETFs thirty years ago.
    Jan 9 08:35 PM | 3 Likes Like |Link to Comment
  • Dividends: A Case of Behavioral Heuristics? [View article]
    Briar, even Shakespeare would admit that investing isn't a game of simple mathematics, it's success and/or failure is intertwined with the human condition..

    And no, I'm never offended by what others do or think investment-wise, I just contemplate their methods and viewpoints to find if there's anything that might be of use to me. Long-held beliefs aren't necessarily wrong.
    Jan 9 08:26 PM | 1 Like Like |Link to Comment
  • Dividend Growth Vs. Fixed Income Challenge, Part 3: Inflation-Busting Dividend Growth Stocks [View article]
    Mutinous, I've been asking Lawrence to post his average returns for months, but he claims he can't because of SEC compliance rules which, as you suggest, must be printed on his underwear...
    Jan 9 07:26 PM | 3 Likes Like |Link to Comment
  • Bank On It: Financials Will Lead The Way In 2012 [View article]
    RS, I do my banking at a credit union. I do have some big bank credit cards, but they're all rewards cards, so they're paying me to lend me short-term money.
    Jan 9 06:05 PM | 1 Like Like |Link to Comment
  • Free Advice: It's Worth Exactly What You Paid For It [View instapost]
    We think alike on some of these names. I also think some of the "blue chips" are overpriced at this time. I sold my MCD, KO, MRK and BMT recently, and have sell orders in for CL, TRV and COP. I hate to see some of them go, but I can find better values which will increase my cash flow.

    I sold my EMR as well, but also sold some puts and hope to get it put back to me at a much lower price. I've also owned HRS for several years, and it exhibits odd trading patterns, it will occasionally drop or rise unexpectedly for no good reason other than some rumor of the day.. The dividend is okay, not great, but I also sell covered calls to juice the return.
    Jan 9 06:00 PM | 1 Like Like |Link to Comment
  • Free Advice: It's Worth Exactly What You Paid For It [View instapost]
    Dave, Does anyone even read those "5 Stocks With Catchy Tiltes" articles? There are dozens published on SA every day.
    Jan 9 04:59 PM | 1 Like Like |Link to Comment
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