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Magnut

Magnut
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AA, ABBV, F, FCX, GE, GM, GOOG, GOOGL, IBM, JPM, KMI, KMP, KO, KRFT, LO, MO, OXY, PEP, PFE, PLUG, PM, PPL, T, TGT, VZ, WMT
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  • AT&T Or Kinder Morgan For Your Retirement Portfolio? [View article]
    Why not own both ? ! ! Long T and KMI ... !
    Aug 20 11:18 PM | 11 Likes Like |Link to Comment
  • Capitalizing On Cannabis: A Dark Cloud Lingers [View article]
    Alan, Long PHOT ? Blah, Blah , Blah .. Geezer ,Wowzer, Bowzer. Good grief Boy.. Blah blah blah. Dark Cloud ? really c'mon .. Long any of these dogs?
    Jul 26 10:42 AM | Likes Like |Link to Comment
  • AT&T: A Junk Bond In Equity Clothing [View article]
    6228371, you are correct Sir. CMCSA 's returns are excellent. The S&P 500 is excellent the last 5 years as well. T 's return is respectable by any historic annual return basis. T is a good addition to a well balanced portfolio as long as you get it for the right price. Full disclosure, I am Long T, VZ and S&P 500 fund. I wish I would have gone long CMCSA 5 years ago. Ya can't buy them all! LOL...... Happy Investing too all !
    Jul 2 07:37 PM | Likes Like |Link to Comment
  • AT&T: A Junk Bond In Equity Clothing [View article]
    1 more quick point. T has 130 Billion in Rev and 40 Billion dollars of EBITDA . They are bigger than most countries for Gods sake. It isn't hard to see why they have problems and stresses etc., etc. But......... 40 Billion Dollars of Earnings/year. They have options ! and time. They do have problems that you outlined very well. Good article . Thanks again , Mags
    Jul 1 11:41 PM | Likes Like |Link to Comment
  • AT&T: A Junk Bond In Equity Clothing [View article]
    I see your points. I am long T for many years and see no reason to sell even if price drops 20%. A 20 % price drop of T would probably be an opportunity to add to T as well as other positions . If T drops significantly, probably the whole market will have dropped because of these interest rate hikes and inflation ? We have been having inflation and will continue to have inflation whether the Government says so or not. I think interest rates are so low ,that it will be a while before we see a meaningful effect from rising rates . I think T and VZ have so much power that they can't be stopped. They have pricing power in so many ways it isn't even funny. They are a defacto Oligopoly. T is a screaming buy in the 30-33 range. Thanks again for your thought provoking article . Truly, Mags
    Jul 1 11:26 PM | Likes Like |Link to Comment
  • AT&T: A Junk Bond In Equity Clothing [View article]
    I enjoyed your article . I agree with much of your analysis. I don't think ATT is a great company , but I do think they are a huge Pig of a "Tele-Utility" that can easily cover their dividend for years to come. Thank you for your contribution
    Jul 1 10:00 PM | Likes Like |Link to Comment
  • Target: Sometimes The Market Consensus Is Right [View article]
    I am long Target. I am a little concerned by Targets lack of profitability in Canada. I think they are a good soloed Div -re-investment for the long run. They are part of Americas shopping routine!
    Jun 8 07:23 PM | 3 Likes Like |Link to Comment
  • Coca-Cola: The Moment To Buy Has Come [View article]
    Laurent, Great Article ! Thanks
    Jun 8 01:23 PM | Likes Like |Link to Comment
  • Coca-Cola: The Moment To Buy Has Come [View article]
    KO is the real thing ! The leader in the beverage market ! They will slowly grind out a 7-10% annual return including the dividend. This is most likely the worst case scenario. Great part of a well diversified portfolio. Long KO
    Jun 8 01:17 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: ETF Portfolio Vs. The Stock Only Portfolio: Surprise, Surprise! [View article]
    Stock Market Mike, I very much like your honest appraisal of where returns come from. Entry point ! Buy low or as low as you are lucky enough to get. I think they call it market timing. LOL. The best returns have and will always come from picking at a low and selling at a high , plus compounding along the way. Or you can buy ETF's or funds, or even bonds and get a return ( maybe not the best return, but not the worst either) overtime. Great comments and discussion by all. Regarded Solutions really hit a home run on this topic ! Thanks again for a great article. Most thought provoking and entertaining !
    Jun 8 12:56 PM | 2 Likes Like |Link to Comment
  • General Electric: The Good, The Bad And The Ugly Truth [View article]
    Jstratt, I very much appreciate your data and comments. I strongly agree with what you are saying . I have been a long time share holder of GE. During the down turn I flinched and sold 75% of my shares. I repurchased at lower prices 12, 14, 18 and I now own more shares than before the economic crisis at a lower cost, higher unrealized gain and a higher yield on cost. GE is a HUGE PIG of a company and serves the purpose of diversifying my portfolio in the Industrial sector. I like Dividend re-investment and div. growth. GE hasn't been stellar..... This is for sure. They have re-organized. I think ? Thanks, Chuck Long GE
    Jun 1 12:42 PM | 1 Like Like |Link to Comment
  • General Electric: The Good, The Bad And The Ugly Truth [View article]
    Nice Article. I enjoyed very much. I don't like the deal . I hope it doesn't happen. EU businesses are very hard to untangle and make profitable.. Long GE
    Jun 1 10:44 AM | 3 Likes Like |Link to Comment
  • Retirement Strategy: ETF Portfolio Vs. The Stock Only Portfolio: Surprise, Surprise! [View article]
    Great article. I like the dividend growth investment approach. I don't like to pay fees. The fees add up over 20- 30 years. I prefer buy , reinvest dividends and holding Aristocrats and Champions... Thanks, Chuck
    May 31 03:41 PM | 5 Likes Like |Link to Comment
  • Despite The Bad Press, JPMorgan's Dividend Prospects Look Bright [View article]
    Tim, Great article. I am long JPM. It is one of my core holdings. I agree with Bikerguy that the government has been whipping the banks and putting the screws to them.I am not sure how bad the Gov. is really hitting them? especially for the long term ? I do have a notion that the "Too Big To Fail Banks" and especially JPM are in fact part of the Government . Pseudo part of the Fed. How can they lose? I don't see them going under? They borrow at 0% . Loan money at 3-5% or more? I guess they have some revenue depletion? Layoff 5,000... the ship is right again. This is the Too Big To Fail Banker way of doing business. The almighty dollar! They are too big to fail. They make cash no matter what. JPM even made cash during the economic crisis. JPM under book value is a buy.
    May 31 12:35 PM | Likes Like |Link to Comment
  • JPMorgan Chase May 2014 Quarterly Valuation [View article]
    JPM is a great long term Dividend Reinvestment Stock. Long JPM.
    May 31 09:54 AM | Likes Like |Link to Comment
COMMENTS STATS
97 Comments
84 Likes