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RLLH

RLLH
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  • Surviving The Tax Bite In Retirement [View article]
    I use my RMD to pay taxes on my other income. So far they are in pretty fair balance. I don't know how long that will continue.
    Jan 22, 2015. 03:59 PM | Likes Like |Link to Comment
  • Free Windows 10 Upgrade Can Impact Microsoft And The PC Market [View article]
    Probably true except for the new Intel processors which should cause many to upgrade their PCs. I certainly will.
    Jan 21, 2015. 07:28 PM | Likes Like |Link to Comment
  • IBM: 2 Big Reasons For Optimism After Earnings [View article]
    I do not agree that reducing stock buyback is a good thing. That is why they have been able to increase their dividend for 20 years. I hope they are able to do so for the next 20 years.
    Jan 21, 2015. 06:21 PM | 3 Likes Like |Link to Comment
  • IBM: A Critical Year In 2015 [View article]
    I have not added up how much they were in dollar mounts, but it seems IBM has always been announcing one acquisition or another over the past 5 years.
    Jan 18, 2015. 12:26 PM | 1 Like Like |Link to Comment
  • Intel And Microsoft: Wintel In 2015 [View article]
    It also might have an impact on drone sales. Another tool as the world comes closer to the need for each of us to live in a fortified bunker. Perhaps the survivalists will become our new gurus.
    Jan 9, 2015. 01:01 PM | Likes Like |Link to Comment
  • Tompkins Financial: Slow Growth But Handsome Dividend [View article]
    As a modest investor in TMP, I have been reading their reports for several years. I think part of what you describe as "a less dynamic management" is putting emphasis on superior customer service. They could play the Wall Street game, cut expenses to the bone, and increase short term profits.

    But then what would separate them from Bank of America or any of the large banks? I think they have wisely chosen to play to their strength, knowing their customers by name and keeping them as long term customers. Perhaps they grow profits less rapidly than BOA, but I don't expect to see a rollercoaster ride in profits either.
    Dec 31, 2014. 11:53 AM | Likes Like |Link to Comment
  • ModernGraham Annual Valuation Of Citrix Systems Inc. [View article]
    Thank you for this. I have held Citrix for several years and am currently trying to decide whether to continue to hold it, so your timing was excellent.
    Dec 30, 2014. 03:16 PM | Likes Like |Link to Comment
  • Nasdaq Dividend Achievers: TJX [View article]
    I did buy 15 years ago and have an 1100% increase (so far). If only I had bought more of it rather than BBY and ANF.
    Dec 23, 2014. 12:16 PM | Likes Like |Link to Comment
  • Enerplus - Good Management Should Provide Good Rewards To Investors [View article]
    I also have held ERF for 10 years, added more last week, and intend to add more in two weeks when I get more money. It is a very well run and conservatively managed company. It won't make you rich, but won't bankrupt you either.
    Dec 20, 2014. 10:20 AM | Likes Like |Link to Comment
  • An Unprecedented Dividend Growth Buying Opportunity Materializes [View article]
    Interesting that you believe that the number of IBM shares have increased. According to a chart I am looking at, IBM had 1.305 billion shares on Dec 21, 2009. They had 989.66 million as of Sept 30, 2014. That looks pretty close to a 5% per year reduction in number of shares.
    Dec 14, 2014. 05:28 PM | 3 Likes Like |Link to Comment
  • Should Dividend Investors Own Non-Dividend Paying Stocks? [View article]
    For several years now I have emphsized dividend stocks with the ratonale that I could use the money to expand my selection of stocks (the Buffett model I suppose). And the income has grown very handsomly. But now that I am at the point where I have more than I expect to get rid of in my lifetime, a new factor comes into play.

    The tax man comes, and comes big when the emphasis is on income. I have begun to think there is a lot to be said in buying a stock which goes up, but goes up in a non-taxable way. Unless the IRS figures out a way to tax capital gains on stocks you haven't sold, this has a definite attraction. I can pass it on to my heirs and let them worry about the taxes, and at their stepped up cost basis.

    So while I will never completely abandon DGI, I do see the advantage of non-dividend paying stocks.
    Nov 18, 2014. 03:29 PM | 1 Like Like |Link to Comment
  • General Electric's Disappointing Performance Likely To Continue [View article]
    A well written article. I only wish the market agreed with you. The price keeps going up faster than I can accumulate money to buy more of it. Hopefully I can fill my GE goal before it goes too much higher. We obviously disagree on it's future growth.
    Nov 18, 2014. 03:07 PM | Likes Like |Link to Comment
  • Why Did Buffett Invest In IBM, And Should You Follow? [View article]
    Sorry Warren. IBM's share count will never decline to 63.9 million shares. 63,907,000 perhaps.
    Nov 12, 2014. 06:01 PM | 7 Likes Like |Link to Comment
  • When Opportunity Knocks, It's Wise To Open The Door - Low Valuation Trumps Growth [View article]
    I could not agree with you more. In the dark days of the early 1990's when everyone was proclaiming the death of the mainframe (and IBM) IBM stock took a nose drive. Fortunately I decided I had lost so much (on paper) there was no reason to sell my stock.

    Since then it is up by 1600% even after the current drop, and returns dividends worth 50% of the earlier price every year. I intend to some day hand it on to my grandchildren and hope they hold it as well.
    Oct 24, 2014. 01:36 PM | 23 Likes Like |Link to Comment
  • China Green Agriculture Chairman's Fulmination, Accusations Of Terrorism, And Another 'Sell' Rating [View article]
    An excellent job of alerting investors to a sham company. Those who remain invested in the company now have only themselves to blame when the axe falls. You have done them a favor if only they can recognize it in time.
    Oct 23, 2014. 10:23 AM | 6 Likes Like |Link to Comment
COMMENTS STATS
501 Comments
877 Likes