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dunkmaster

dunkmaster
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  • Is It Wrong To Take A Position In A Stock And Then Write About It On Seeking Alpha? [View article]
    when someone says "this is the best stock ever" and does not own it or intend on buying it...I ask...why?
    Aug 11, 2014. 10:42 AM | 2 Likes Like |Link to Comment
  • Will Dividend Stocks Save You In A Bear Market? [View article]
    Bonds. You are joking right?

    If you want a sure fire way to get almost nothing for your money NOW and lock in a loss when (not if...but how much and when) interest rates go back up....then by all means buy a bond (or even more disastrous a bond fund).

    Buying bond in this interest rate environment is like building a house of sugar in the desert because it "might not rain" for a few years.

    You are MUCH better off just sitting on cash than buying a bond fund.
    Jul 9, 2014. 12:59 PM | 2 Likes Like |Link to Comment
  • Protecting Your Income Portfolios In Today's Market: Consider Defensive Utility Stocks [View article]
    After years of SA and decades of investing I have pretty much limited my choices on investments to your opinion and FAST graphics.

    I'm doing pretty well following that course of action :-).
    Jun 30, 2014. 11:07 AM | 2 Likes Like |Link to Comment
  • 4 Dark Horse Stocks For The Next Bear Market [View article]
    Thanks for your thoughts.

    There are of course all kinds of thinking around holding (or not holding) cash. We all want to be in a position to "buy" good companies if a better opportunity arises....and don't want to "over pay" at high valuations with that money now. I have about 15 years till I hope to retire and I am more of a "buy and hold" investor than "day trader".

    Being "out" of the market "20%" also means I also miss a rise for that part of my portfolio. But, I'm thinking down 15% is a more likely place for the broader market to go than up 15%, but, what do I know?

    Given all that, my gut says 25%-30% would be more ideal cash allocation right now, but, I can't really see very much in my portfolio that I want to sell (HOPEFULLY that is a good sign) even at current "highs".
    Jun 18, 2014. 08:01 AM | 2 Likes Like |Link to Comment
  • 4 Dark Horse Stocks For The Next Bear Market [View article]
    Eric, when holding "dry powder" what percentage of your portfolio would that be (assuming you don't mind sharing)?

    I am holding about 20%. I realize there is no "right or wrong" number here, but, I am trying to get a feel if that is too high or too low at this point in the cycle (at least compared with you!).

    thanks,
    Jun 17, 2014. 02:34 PM | 2 Likes Like |Link to Comment
  • I Have No Fear Of A Market Crash Or A Significant Correction, Here's Why: Part 1 [View article]
    two
    Jun 17, 2014. 01:46 PM | 2 Likes Like |Link to Comment
  • Natural Gas Transportation: What's Taking The U.S. So Long? [View article]
    I already pay that...no court shooting it down in NC.
    Jun 17, 2014. 01:33 PM | 2 Likes Like |Link to Comment
  • Natural Gas Transportation: What's Taking The U.S. So Long? [View article]
    My thinking is that coal and oil will kill more people. Just my thinking.
    Jun 17, 2014. 11:30 AM | 2 Likes Like |Link to Comment
  • Natural Gas Transportation: What's Taking The U.S. So Long? [View article]
    It is the sad truth of our system of government. Money buys influence and dictates policy. It goes far beyond our Energy policy. It does not always work against us but it virtually always works for those with deep pockets.

    That's not a conservative/liberal thing nor is that even a 20th/21st century thing. But it is an American thing.
    Jun 17, 2014. 08:40 AM | 2 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, 2014. 08:54 AM | 2 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, 2014. 03:00 PM | 2 Likes Like |Link to Comment
  • Sangamo: A Fiery Biotech With A Product Poised To Go Down In Flames? [View article]
    Come on now OverSouled....this is a SENIOR investigative journalist ;-)
    Nov 1, 2013. 12:26 PM | 2 Likes Like |Link to Comment
  • Fiscal Cliff Could Make Dividend Stocks Very Attractive For Retirement Accounts [View article]
    H. J. Given this ... is there any sign that anyone in Washington is aware of this possible/probable impact?

    I would think that (no matter how you align your politics) it is in all parties best interest to "raise additional revenue" in the least disruptive manner possible.
    Nov 29, 2012. 07:55 AM | 2 Likes Like |Link to Comment
  • Norfolk Southern: Dividend Stock Analysis [View article]
    PS....bought a little today!...saved 7.2% (that is more than 2 years of dividends)...now lets see if I was a "genius market timer" or "caught a falling knife"!
    Oct 24, 2012. 01:13 PM | 2 Likes Like |Link to Comment
  • Norfolk Southern: Dividend Stock Analysis [View article]
    OH you are so right Norm!...and when I see these young boys mis-handling a pretty young woman I have the same thought....(if I knew then what I know now...but...its too late to do much with the knowledge :-) )

    In fact I am not out of IBM as I took a huge position in my ibm 401k near the time I sold off the privately held shares. So I was lucky enough to not loose the move from 190 to 210...(or the move down to 80 when that comes?!!!)

    I did not know if the company was going to pull itself up or go under at the time. I had a chance to buy it out of my paycheck at a discount. It seemed like a good idea. Luck more than wisdom. There are probably many 30 somethings working at companies like BAC (oh how the mighty have fallen...but will the giant rise again?) now asking if putting money in the stock plan is a good move. Something tells me it would be, but, I'm not betting double digits of my net worth on that. Like IBM, it will not happen overnight if it happens at all.

    I try to put old Warren in my head right before I make any purchase these days..."better to buy a good stock at a fair price than a fair stock at a good price".

    Now if we can always recognize a good stock it will work out !
    Oct 16, 2012. 01:28 PM | 2 Likes Like |Link to Comment
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