Seeking Alpha


Send Message
View as an RSS Feed
View RLLH's Comments BY TICKER:
Latest  |  Highest rated
  • On IBM's 21st Century Transition Failing [View article]
    As a longtime stockholder, and former long time employee, my IBM dividends now surpass my pension and social security payments combined. I find it very difficult to say that I have not been well served by IBM management. If this is mistreatment, I wish I had more companies mistreat me in this way.
    Aug 27, 2015. 07:04 PM | 10 Likes Like |Link to Comment
  • Is It Too Late To Turn McDonald's Around? [View article]
    Being out of quarter pounders could also be looked upon as a sign sales are booming. Is the glass half full or half empty?
    Aug 24, 2015. 11:23 AM | 5 Likes Like |Link to Comment
  • IDF 2015: Keynote Exposes Intel's Broken Approach To Mobile [View article]
    It's interesting to me that you credit Apple with inventing a wondrous new paradigm of providing hardware and software bundled into one universe. Unless my memory fails me, this was the approach used by RCA, Univac, IBM, Burroughs, Honeywell, GE, and everyone who sold a computer back when computers were first sold.

    It worked for a while until competitors began attacking every sector of the hardware and software system with cheaper "compatible" alternatives.

    Just like nature abhors a vacuum, so does the free enterprise system abhor a monopoly system. I would not think the system Apple uses will last forever, or be as profitable for everyone to use.
    Aug 20, 2015. 01:42 PM | 4 Likes Like |Link to Comment
  • How Much Kinder Morgan Is Too Much For A Dividend Growth Investor? - Part 2 [View article]

    Very interesting article and very well articulated reasons. For myself I plan on adding KMI on the "buy when blood is running in the streets" theory. Eventually I think the energy market will return to normal and KMI will be regaining it's former position.

    But then since I am considerably older I no longer have to worry about establishing the foundation. It becomes a game at which the odds of failure become less of a cause for concern.

    Not that I have ever learned to enjoy losing money of course.
    Aug 18, 2015. 11:46 AM | 2 Likes Like |Link to Comment
  • Windows 10 Could Lift Microsoft [View article]
    I was briefly one of those moving to Linux but soon gave it up. It was like learning a foreign language which had virtually no other speakers and its own arcane rules and regulations. Windows 7 was like manna from heaven, and I am anticipating getting Windows 10.
    Aug 5, 2015. 10:50 PM | Likes Like |Link to Comment
  • What's The Likelihood Of Apple Becoming An MVNO? [View article]
    I would see two reasons for Apple to not become a MVNO.

    First, as you point out, the profit margin on mobile service providers is paper thin, so I would presume any break they gave to a reseller would be correspondingly thin.

    Second, mobile providers have a terrible service image in the minds of their customers. Since this would rub off on any MVNO, why would Apple want to risk their own corporate reputation on problems over which they had no control?
    Aug 4, 2015. 11:21 AM | 2 Likes Like |Link to Comment
  • 3 Yieldy Stocks That Are Beaten Up [View article]
    Cyprus Gardens is the water ski park you mentioned that folded. There is now a Legoland replacing it.
    Aug 1, 2015. 07:50 PM | 2 Likes Like |Link to Comment
  • Intel's Saving Grace: The Data Center Group [View article]
    Do you anticipate IBM's 7 nm chip having any impact on Intel?
    Jul 28, 2015. 05:47 PM | 1 Like Like |Link to Comment
  • What Makes A Full Position Or Half Position In A Dividend Growth Portfolio? [View article]
    I started off buying enough of each stock to get $400 per year in dividends, since I figured less than $100 per quarter was too little to bother with. After a while I rounded each up to a market value of $20,000. I thought that would be a large enough amount in each to be significant, be somewhat diversified, and be fair to each stock.

    Now I have settled on investing in a stock until I have $20,000 invested in it, and then moving on to my next pick. Although some may end up well above $20,000, some well below, and some stay around the $20,000 I do not trim or add to them unless I think they are a real mismatch (i.e. wildly over priced or a screaming buy).

    I think diversification is important, but can't believe it is too critical whether a stock is 5% of the portfolio verses 8% (or 4%). Some stocks rise for inexplicable reasons, or fall for unknown causes. Trimming the portfolio to account for price seems to me to smack of market timing.
    Jul 28, 2015. 03:42 PM | 1 Like Like |Link to Comment
  • Qualcomm break-up could lead to deal with Intel? [View news story]
    An interesting idea but would it ever pass muster with the Justice Department?
    Jul 24, 2015. 10:41 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: There Are Dividend Aristocrats That May Be Bad For Your Health [View article]
    Somehow I sense that you do nor agree with Baron Rothschild axiom to "buy when there's blood in the streets". I have always tended to believe there's a lot of merit in it. In this case I am buying MCD anticipating a 2 to 3 year turnaround. I have had very good returns have come from companies like this, along with a few burnings of course.
    Jul 22, 2015. 10:38 PM | 7 Likes Like |Link to Comment
  • Microsoft Posts Largest Loss Ever: Good For Microsoft! [View article]

    If you are referring to your dividend yield, it is 6.1% ($1.24/$20.33). If you are asking what is your capital gain percentage, it is 99.6% [($45.77-$20.33)/$20.33].

    In either case it was a very good investment for you, and should only get better from here.
    Jul 22, 2015. 12:41 PM | 2 Likes Like |Link to Comment
  • The Most Alarming Metric From IBM's Quarter [View article]
    Buybacks and dividends may not mean much to you. For me they are huge. I am now getting dividends of 50% per year on my original investment of many years ago. And they go up 10% to 15% per year.

    IBM is not a stock for day traders. But for those with patience it has been very good indeed, and I see nothing to suggest the next 20 years will be any different. Love those buybacks! Love those dividends!
    Jul 21, 2015. 11:18 AM | 13 Likes Like |Link to Comment
  • Invest In Tomorrow Today [View article]
    I agree with your premise and that's where I'm putting my money. Although I'm well into retirement already, my grandsons will hopefully benefit from it some day.
    Jul 13, 2015. 01:07 PM | Likes Like |Link to Comment
  • IBM declares major chip breakthrough [View news story]
    Right. Hate that IBM financial engineering we hear so much about. Evryone knows Amazon is the technology leader, not IBM.
    Jul 9, 2015. 02:44 PM | 1 Like Like |Link to Comment