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dunkmaster

dunkmaster
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  • How Energy Storage Will Help Wind And Solar Power Clean Up Their Act [View article]
    In fairness, I do not have enough knowledge or background to evaluate that kind of project but it seems to make perfect logical sense. You could even sell the energy (and the idea) to meet peak demand, thus, making a better economic argument for the higher cost.

    I wonder if it would be possible to develop large wind mills to act as direct pumping devices that would be more efficient than converting it into electricity to drive electric pumping devices? (remember the wind mills on the great plains used for watering cattle?). But, I am no engineer!

    This idea seems to be more practical than building huge battery arrays...but again...I think I may be mixing apples and oranges since the solutions John is talking about is to solve the problems of "instant minutes" of electricity not sustained hours.
    Jun 16 01:51 PM | Likes Like |Link to Comment
  • Personal Dividend Objectives Versus The Market Environment [View article]
    "The issue with most high yielding stocks is that they are typically concentrated in just a handful of sectors. Currently, it is possible to easily find stocks yielding above five to six percent in master limited partnerships, real estate investment trusts, some utilities, tobacco, and telecom stocks to name a few sectors. This exposes the investor to sector risk, as it leaves the portfolio undiversified."

    An interesting topic, and one I have been doing more and more thinking on (diversification).

    If I have telecoms, energy (MLP's), Utilities, retail (REIT), health care (REIT), consumer goods (tobacco) an argument can be made that I am (to some degree) somewhat diversified across a number of industries. One lack of diversity here is a dearth of growth and less about begin all bunched up in one industry. Another may be no or low exposure to international markets. Another may be small/mid/large cap.

    I guess it is important for every investor to have a more complete understanding of the risk/reward of diversification and a broad understanding of what WAYS diversity plays out in their portfolio. Then will have to accept that their choices will ultimately not always lead to being completely diversified if their goals don't really call for it.
    Jun 16 12:39 PM | Likes Like |Link to Comment
  • How Energy Storage Will Help Wind And Solar Power Clean Up Their Act [View article]
    I guess I sort of answered my own question. Maybe if you paired wind turbines with the pumped storage facilities some of my more radical environmentalist brothers would find it more tolerable.

    Or if we give them a choice between strip mining a mountain top/cove for coal or creating a pumped storage facility. They could choose the one they find the least offensive :-). The nice thing about the later is it can (in theory) function indefinitely with 0 carbon footprint AND provide a pretty consistent stream of electricity (but how much?).
    Jun 16 10:46 AM | 1 Like Like |Link to Comment
  • How Energy Storage Will Help Wind And Solar Power Clean Up Their Act [View article]
    John, How do you feel battery storage competes with "pumped storage" facilities like the one duke power runs?

    http://bit.ly/SNrGrU

    As a layman applying only superficial logic, it seems like this is a much simpler way to store energy from wind turbines (assuming you have the terrain and acreage to put it to work).

    Am I comparing apples and oranges?
    Jun 16 09:55 AM | 3 Likes Like |Link to Comment
  • 20 Dividend Champions To Buy Today [View article]
    i'm about 10 years behind you with a very similar plan and very similar (but smaller) portfolio.

    We are both making the right moves or both making the same mistakes!

    One big difference is that I am able to come in under the Roth IRA and have maxed it for both my wife and I since I was able. We will have a nice chunk of money (hopefully) out of the taxable stream. I am hoping that will put a positive spin on our tax situation.
    Jun 16 09:16 AM | Likes Like |Link to Comment
  • 20 Dividend Champions To Buy Today [View article]
    IBM looked like a horrible choice in the early/mid 90's! There was real talk back then about the death of the company (going under and then being broken into 7 different companies).

    The more things change the more they stay the same.
    Jun 12 08:54 AM | 2 Likes Like |Link to Comment
  • 20 Dividend Champions To Buy Today [View article]
    "Time in, not market timing is my credo"

    for any young investors out there (under 40) I would like to give an excellent example of what Chuck means here...

    I worked for IBM in the 1990's and drip fed into their stock purchase plan. I sold a large share of them to build a second home a couple years ago. Over 5 years I bought some shares for $9 and I bought some shares for $29.

    When I sold a large chunk of them for $192, I did not cry too hard over the shares I spent $29 on. Market timing made little difference. Time IN made a huge difference.
    Jun 11 08:47 AM | 6 Likes Like |Link to Comment
  • Don't Be An Arrogant Dividend Growth Investor [View article]
    ... and at least one secretary ... :-)
    May 7 10:05 AM | 6 Likes Like |Link to Comment
  • Don't Be An Arrogant Dividend Growth Investor [View article]
    ...and stocks in different stages of growth (small / mid cap) ... and stocks in different countries .... and on and on ...
    May 7 10:04 AM | 3 Likes Like |Link to Comment
  • 8 Dividend Stocks With A 15% Yield In 15 Years [View article]
    I agree...I pray we are not wrong!
    May 7 10:00 AM | Likes Like |Link to Comment
  • EPower's Latest Investor Update [View instapost]
    Fascinating! I will watch ePowers progress with wide eyes and a slack jaw!

    Can't wait until the investment criteria allows me to have more than an outsider's interest!
    Apr 18 03:00 PM | 2 Likes Like |Link to Comment
  • Coca-Cola: Downside Is Less Than 5% [View article]
    never lose money
    never lose money
    Apr 18 02:21 PM | 1 Like Like |Link to Comment
  • Dividend Champions: 13 Increases Expected By The End Of June [View article]
    I would rather achieve Buffet's goals than my own!

    The only reason I am not 100% in BRK-b is he is not likely to be at the helm for very much longer.
    Apr 18 09:47 AM | Likes Like |Link to Comment
  • Dividend Champions: 13 Increases Expected By The End Of June [View article]
    I do not disagree with your thinking...but I am not convinced that IBM or TGT (using these as example as they are 2 of my holdings) will fair any better in a down draft. I will do a little research on the others. Thanks for the ideas!

    To be fair you are probably doing more (and better quality) research than I am and being engaged and having a plan is important!

    I hope we both do well!
    Apr 17 09:28 AM | Likes Like |Link to Comment
  • Dividend Champions: 13 Increases Expected By The End Of June [View article]
    I have the same internal argument with myself every year. Do I pocket a gain of say 70% (which would take me 20 years to get paid if I got 3.5% a year) or keep collecting the income?

    Usually I don't have the confidence or courage to say I will definitely find a better cash cow than a JNJ, MCD, CVX, KO etc.
    Apr 16 11:10 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
338 Comments
401 Likes