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RLLH

RLLH
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  • I Am Holding My General Electric Shares And Intend To Add To The Position [View article]
    I also will keep my GE and add to it in the last quarter. I bless the pessimists and negative feeling stockholders as they hold the price down until GE place comes up in the rotation.
    Apr 20, 2015. 04:37 PM | 7 Likes Like |Link to Comment
  • International Business Machines beats by $0.09, misses on revenue [View news story]
    Looking forward to another 10% bump in dividends.
    Apr 20, 2015. 04:26 PM | 2 Likes Like |Link to Comment
  • GE's Complete Leadership Failure [View article]
    I suppose those investing with Bernie Madoff were very happy with their investments as well. Until the truth was revealed at the end of course. Likewise those buying Jack Welch's story of his "vision to build one of the world's most resilient and strong corporations" lived to regret it when 2008 revealed the feet of clay holding up this "strong, resilient corporation".

    Now Jeff is trying to build a real corporation from the wreckage of Welsh's pipe dream.
    Apr 15, 2015. 06:14 PM | 26 Likes Like |Link to Comment
  • General Electric Resorts To Financial Engineering To Boost Stock Price [View article]
    I find it difficult to accept that GE has been a dog for the last 7 years. I have been accumulating it during that time period and am up 27% plus the dividends. I suppose it depends on what one considers success in a stock. I am happy to hold a stock "forever" as long as it goes up 6% - 10% per year. And I am happy with Jeff Immelt and his strategy.
    Apr 12, 2015. 07:00 PM | 2 Likes Like |Link to Comment
  • $48k Per Year With A Half A Million Portfolio [View article]
    I have followed your methods for several years and the results have been good. There is one major pitfall however in focusing on income. Eventually you realize that in doing so you are paying the IRS close to 40% of every new dollar you get (33% tax bracket + 3.8% surcharge for ACA + variable amount for AMT). It forces one to rethink the trade off between income or capital gains.
    Apr 11, 2015. 11:19 AM | 3 Likes Like |Link to Comment
  • How The End Of GE Capital Also Kills The Core Conservative Talking Point About Dodd-Frank [View article]
    I could not agree more. As an investor in GE, I appreciate any article bearing on the effectiveness of my investment.

    I have very little interest in reading about the battle between conservatives and liberals over the governments role in helping or hampering business.

    Although I do read both the Huffington Post and the Drudge Report, I don't expect to see the same type of fact free articles on Seeking Alpha.
    Apr 11, 2015. 10:57 AM | 6 Likes Like |Link to Comment
  • Why Greece Is Wooing Russia [View article]
    When you're panhandling on the corner, you will take money from anyone who is willing to give.
    Apr 10, 2015. 11:55 AM | Likes Like |Link to Comment
  • 4 Companies Showing Confidence With Increased Dividends [View article]
    I can't address whether or not he should own the stocks he writes about. However I have held TJX for about 14 years and it has been a 12 bagger for me. I can recommend TJX as a very desirable stock to own. Great management, great business model. I only wish I had had the money 14 years ago to buy more of it.
    Apr 3, 2015. 08:27 PM | Likes Like |Link to Comment
  • The Argument Against The REIT Is McWrong. Here Is Why It Works For McDonald's. [View article]
    Personally I have more than enough REITs without adding another. To me they offer very disadvantaged tax effects. I bought McDonald for qualified dividends, not to have them taxed as ordinary income. For purely selfish tax reasons I would vote against spinning off a REIT. Especially since the 3.8% Obamacare surtax is now in effect.
    Mar 30, 2015. 04:35 PM | 2 Likes Like |Link to Comment
  • General Electric: Enough Idle Chatter, Let's Cut To The Chase [View article]
    Dec 18, 2014 was when the last increased dividend was paid. I'm not sure what date they announced it.
    Mar 24, 2015. 03:36 PM | Likes Like |Link to Comment
  • What Ends First - Intel's Stock Buybacks Or Mobile Strategy? [View article]
    Was the $1 billion for mobile last year for sunk or variable costs? It makes quite a difference for this and following years cash burn rate. If the billion dollars was to build a new production line it will have a very small effect on this year and the following years cash flow.

    If it is the operating cost of making the chips it is quite a serious thing since the cost will be the same for every chip produced and a substantial cash burn would continue as long as they made chips.

    Without knowing this I'm not sure if I should worry, or how much I should worry.
    Mar 23, 2015. 03:38 PM | 1 Like Like |Link to Comment
  • Chubb: Detailed Analysis Of A High Quality Insurer [View article]
    The last two years I invested in AFLAC and started a position in CINF, but am now considering adding Chubb for this year and next. Thank you for your excellent article, and for opening my eyes to Chubb. I had heard of them as a company for years but never got around to evaluating them as an investment.
    Mar 16, 2015. 04:01 PM | Likes Like |Link to Comment
  • Don't Over Think It: Buy AT&T [View article]
    I agree with your conclusion and I would go with T also. But be prepared for a "I told you so" that will never be forgotten by your boss if his dark horse actually wins. We tend to forget our lifetime of gambling losses but always remember that once in a lifetime win.
    Mar 16, 2015. 11:36 AM | 2 Likes Like |Link to Comment
  • MORL Is A 'Too Good To Be True' Investment: Updated [View article]
    With MORL paying 20% each year in dividends it is hard to imagine over 4 or 5 year horizon how it would not be profitable unless we had another 2008. Whether another holding would do better is certainly debatable, but losing money on MORL seems improbable unless the Swiss banking system collapses.
    Mar 11, 2015. 02:40 PM | 2 Likes Like |Link to Comment
  • What's Worse Than The McLobster? The Latest McDisaster. [View article]
    It seems to me that they are pandering to the shrill vocal minority that is always looking for something to protest. Since they cluster in the large cities they probably influence board of directors or management members. I doubt if 99% of the people who actually eat the stuff know or care this action has occurred. After the true cost sinks in, it will be quietly undone and life will go on as before.
    Mar 7, 2015. 11:50 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
520 Comments
946 Likes