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RLLH

RLLH
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  • 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 | 1 Like 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]
    baltbill-

    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
  • Microsoft: Nadella Continues To Lead With Distinction [View article]
    "Finally Microsoft has a leader worth following?" I didn't think that Gates fellow was too shabby.
    Jul 8, 2015. 03:39 PM | 1 Like Like |Link to Comment
  • Despite Weak Yen, AFLAC Stock Is A Good Investment Opportunity [View article]
    I appreciate your article. One minor point; when mentioning how many shares are repurchased it would be much more valuable if it was presented as a percentage of total shares. Buying back 9.8 million shares is impressive if the total count is 50 million shares, not so much if total count is 10 billion shares. But that aside I agree with you on AFLAC and continue to accumulate shares in it.
    Jul 2, 2015. 11:54 AM | Likes Like |Link to Comment
  • China's A Shares: My Biggest Bet In 67 Years Of Investing [View article]
    I admire your conviction. I bought ASHR last year, then sold them when they rose 100%. I was afraid a Chines bubble was about to burst.
    Jun 25, 2015. 01:43 PM | 2 Likes Like |Link to Comment
  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    Amen! Seeking Alpha should have a separate category for Apple lovers. I own their stock but hate the vitriol of the postings from so many Apple fans. I suppose it demonstrates an underlying insecurity from having been out in the cold for so long.
    Jun 23, 2015. 03:11 PM | 1 Like Like |Link to Comment
  • IBM's Expanding Margins: Overly Aggressive Cost Cutting Or Change In Business Mix? [View article]
    The increase in the services margins seems quite simple. They have steadily moved from running data centers and call centers to projects involving big data and advanced programming. You can charge a lot more for a PHD in physics from MIT than you can for for a high school graduate from India.
    Jun 11, 2015. 03:30 PM | 5 Likes Like |Link to Comment
  • Ross Stores Has Excellent Financial Efficiency Ratios But They Aren't Good Enough [View article]
    TJX has done very well for me and are better positioned in markets outside the US. They seem to me to have more room to expand over the next 10 years.
    Jun 10, 2015. 02:12 PM | Likes Like |Link to Comment
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