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  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors [View article]
    Unfortunately the stock market seems to agree more with Michael Blair than the Apple enthusiasts. I forgot who it was who originally pointed out the difference between a company's stock and its products, but Apple seems to represent it in spades.

    Fortunately the stock is up many times over the price I originally bought it for, but it sure has been a dog lately.
    Oct 2, 2015. 03:31 PM | 3 Likes Like |Link to Comment
  • IBM updates cloud app platform, announces $1B cloud deal, discloses carbon nanotube advance [View news story]
    And let us not forget about financial engineering. I'm sure the invention of nanotubes was actually bought from Facebook, Twitter, or another scientific leader with money borrowed from Wall Street.
    Oct 1, 2015. 05:10 PM | 1 Like Like |Link to Comment
  • My Top 10 Dividend Growth Stock Portfolio, Including American Capital Agency Instead Of McDonald's [View article]
    One small factor in comparing your two charts; MCD dividends are taxed at 15%, AGNC could be as much as 35% depending on your tax bracket.
    Sep 30, 2015. 12:32 PM | 1 Like Like |Link to Comment
  • Microsoft's 16% Dividend Increase Cements Legendary Dividend Stock Status [View article]
    Indeed MSFT has become another IBM when it comes to dependable, year after year double digit increases in dividends. Glad to own both. Now if APPL would get with the program it would be a great trifecta to own.
    Sep 16, 2015. 01:19 PM | 2 Likes Like |Link to Comment
  • Why Dividend Reinvestment Makes Up The Majority Of Long-Term Returns [View article]
    I agree that dividends should be reinvested. I am not sure however that DRIP is the best approach. I use each month's dividends to buy a stock which seems the best value that month. It may make me more money in the long run, it may cost me money, but it does allow me to feel I am participating in the process. And it forces me to reevaluate the stock instead of assuming nothing has changed since I bought it.
    Sep 12, 2015. 12:31 PM | 1 Like Like |Link to Comment
  • Time To Go Long McDonald's? [View article]
    Many companies have successfully run different divisions in with different business models. I never understood why McDonalds let go of Chipolte, or does not establish a different chain of restaurants with a different clientele. Surely they have enough executives who know the food business to do this.
    Aug 29, 2015. 08:13 PM | 1 Like Like |Link to Comment
  • 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 | 25 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