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$growsontrees

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  • And Mr. Buffett's Favorite Macro Indicator Says... [View article]
    Not certain, but I think what he's trying to say is to shop for individual stocks still growing earnings with P/E's below 'cloud level'. Every stock is not overpriced right now, but the majority are...so buying an index fund now is a bad idea, as a majority of your new holdings will be overpriced. My interpretation of his point. I guess if I'm wrong he'll reply with a nasty note....
    Apr 21, 2015. 07:30 AM | 2 Likes Like |Link to Comment
  • Norfolk Southern Corp.: Stock Analysis [View article]
    I bought twice. April of '12 @ 68$, then bought more later in December '12 when it dropped even further to 60$. I drip it, like everything, and am in for the long haul. No complaints about NSC here.
    Apr 20, 2015. 12:28 PM | 3 Likes Like |Link to Comment
  • The Coal Market Will Rebound In The Long Term [View article]
    Such a novice here...I feel out of place / outclassed even commenting. The global warming / climate change issue is so cloudy, both camps seemingly having the definitive data on their side. I guess it's like share prices. No one really knows what they will do, and all this is speculation. We invest to 'hedge' our bet, and hope we've done the right thing with our hard earned dollars. I'll be retiring next year, early, at 52, and counting on my DGI portfolio (which includes some mining) to provide some income. I've learned a lot here in a few years of reading Seeking Alpha, and I thank every one of the contributors and commenters for taking the time to share whatever information they have. I'm long BBL & ARLP.
    Apr 20, 2015. 11:37 AM | Likes Like |Link to Comment
  • Are You Making These 5 Common Investing Mistakes [View article]
    #'s 1 and 3, dealing with those right now. Not so much #2 or #4, and never #5. No, no, no checklist for me. For me, #1 is the hardest. Still haven't figured out a comfortable percentage to retain as 'dry powder' for when (if) an extraordinary deal stumbles my way. Always seeing good ideas...then fall back on some Buffett quips, like "there are many things in which you can invest your money. Not all of them will be profitable", and "don't just do something...sit there". Being self directed means being self disciplined...a talent I hope one day to master. Today seems unlikely. Enjoy your articles here. Thanks for taking the time.
    Mar 23, 2015. 03:56 PM | Likes Like |Link to Comment
  • Model The Path To Your Wealth [View article]
    The numbers are just numbers, like any. I think you hit it spot on early in the article with this statement,

    "If there is one important topic that we do not learn at school, it is the basics of personal finance. Those that graduate from high school or college, pursuing careers, most likely do not possess the required behaviors and mindset to define plans and goals for their financial future".

    I find myself later in my career in a position to share this information with upcoming generations, and do my best to pass these ideas along. Some listen, some are fascinated, some bored. But you're right on your point...we were all short-changed (no pun intended) by our education system that sent us out into the world with too little, if any, personal finance preparation.

    Thanks for posting...I'll share with some of my younger staff...it echoes me a lot.
    Oct 3, 2014. 02:01 PM | 1 Like Like |Link to Comment
  • What Can Warren Buffett Teach You About Risk? [View article]
    Regarding your item #5, is that why Warren Buffett owns so much Coca-Cola stock? Because it's a bad choice, and a poor long term investment?
    Sep 30, 2014. 06:45 AM | 2 Likes Like |Link to Comment
  • Indications Of Oncoming Pronounced Economic Weakness [View article]
    Dude...you got to cheer up. Warren Buffett has made multi-billions betting on the fact that the day you describe, the economic "perfect storm", would never come. I'm sticking with Buffett on this one. BTW, citing your own article as a reference hardly constitutes corroborative evidence, if indeed that was your intent.
    Sep 26, 2014. 10:43 AM | 1 Like Like |Link to Comment
  • The Point Of No (Negative) Return [View article]
    I clicked the 'follow' button. You sure fool around with numbers a lot...read more than a few of your articles. All simple math...not always taking all the factors into consideration, but...I'm an Engineer, and I like fooling around with numbers too. So, I'll follow, and continue to be entertained by your articles, if not informed. Thanks for your time...it is a bit fun.
    Sep 21, 2014. 05:10 PM | Likes Like |Link to Comment
  • Why You Should Shift From Profits To Protection [View article]
    Sorry. The Author (I think) was referring to the length of the current bull at 2.8 years, when he said we were in the top 5, and well above the average. The average of the numbers he provided is 3.1 years. At 2.8, we are not, as the author stated, "well above" that. Not to nit pick...just an Engineer being an Engineer. We dig numbers...
    Sep 18, 2014. 12:08 AM | Likes Like |Link to Comment
  • Why You Should Shift From Profits To Protection [View article]
    Interesting, but...possibly not real world. I've been moving cargo around the world 30+ years now. In fact, today, I'm in the Arabian Sea, en-route Dubai, and points beyond. Cargo volumes are growing, and growing fast. Lining up at the Suez Canal are container ships waiting for convoy, north and southbound....big ones. The biggest that have ever been built, owned by dozens of companies spanning the globe...and they are all FULL!! I mean piled high to the bridge windows, stacked as high as is legal. All of them. Been growing like this about 3 years now...seems no end in sight. Like a snowball. Incredible really. I'm out here every day, watching it. Round and round the planet, ports are full, ships are full...time at the pier is at an absolute premium. Some say my industry is more of a leading than lagging indicator. If that's true, this snowball has just started to roll.

    Not to be petty, but you said,
    "As you can see, we aren’t close to the longest bulls yet. But we’re already in the top five and well above the average length".
    I averaged the numbers. The average is near 3.1. We're well below it.
    I can't help doing that...I'm an Engineer. I hate math errors. We're all like that.
    Thanks though, for taking the time to post.
    I learn something from everyone.
    Sep 17, 2014. 01:36 PM | 3 Likes Like |Link to Comment
  • 2 Years Of Dividend Growth Investing - 10 Lessons I Have Learned [View article]
    Nice list...I've stumbled through some of the same lessons myself. My defined benefit pension (promised for decades) evaporated in the '08/'09 crash. Nearing retirement I suddenly found myself casting about for a reliable income source I could develop. Much as you I guess, I accidentally discovered dividend stocks, the principle of DGI, SA, and the excellent list of contributors you mentioned. I bought my 1st shares in March of 2010 (RSG) and have been reading, researching, and PUMPING every spare dollar into my brokerage since then. I'm 2 years away from retiring now but expect a reasonable stream of ever increasing income in my (modest) retirement from the usual suspects. Thanks to you, the fine but abbreviated list of authors you mentioned, and the seemingly tireless David Fish and his invaluable CCC list...that priceless mountain of data I have pored over so many times...and went off to read, and read, and read. Thanks to all the SA contributors from whom I've learned so much.
    Sep 9, 2014. 03:11 PM | 13 Likes Like |Link to Comment
  • Glaxo's ebola vaccine to begin human clinical trials shortly [View news story]
    Wow, John...seems you have some insight into the mechanisms at work here. How cool...thanks for sharing the professional side there...vast majority would never know these things. Fascinating. GSK was a recent purchase for me, and my 1st in the Healthcare sector of any kind. O'weight here in my portfolio on energy & industrials...sticking with the companies I understand. Your understanding of the process is involved is interesting, and observations of FDA & NIH as well. Hope you "chime in" more often with similar tidbits....
    Aug 28, 2014. 07:23 PM | Likes Like |Link to Comment
  • Realty Income: When To Buy In A Rising Interest Rate Environment [View article]
    He did...copied and pasted from article:

    However, if interest rates increase over the next 20 years, it is likely that Realty Income will provide good total returns, but will not repeat the extraordinary14.9 times initial investment it delivered over the last 20 years.

    I don't have 'O'...but it's on my short list when the opportunity presents itself. Bought GSK today...1st healthcare sector stock.
    Aug 6, 2014. 03:16 PM | 2 Likes Like |Link to Comment
  • McDonald's Vs. Chevron: All Dividend Yields Are Not Created Equal [View article]
    Can't really agree. Share price means very little to me. It's just about the dividend, and reliability thereof. Steady stream of reliable, ever increasing income...that's what I'm in it for. Share price could stay flat, go up, go down...unless the Company's survival, or my dividend, are in danger...the share price means next to nothing. Speaking only for myself.
    Aug 6, 2014. 08:42 AM | 5 Likes Like |Link to Comment
  • The Passive DGI Portfolio: Portfolio Update [View article]
    Same as wigit5...wish you good luck. In my portfolio of 20 holdings began in 2010 I have 7 in common with you, 2 I'll be acquiring very soon (before the end of October)...and 4 that I have been watching for a good entry point (I do hate to overpay...in spite of the "value premium" often referred to by the very insightful Chuck Carnevalle here in SA). Bunch of bright people chatting here...others maybe not so...but it's a bit fun, and we all have a common goal in mind more or less...pooled / shared knowledge is a win-win. With so many portfolio similarities, it seems I will sink, or swim, with you...like it or not. Best of luck then to both of us.
    Aug 4, 2014. 04:07 PM | 1 Like Like |Link to Comment
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