yaakovj

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  • Reviewing Gilead's Latest Pipeline News: Focus On Oncology And The Galapagos Deal  [View article]
    Doc--always a great pleasure to read your well informed, easily digestible commentary. Have a peaceful, healthy New Year.
    Dec 31, 2015. 02:04 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: It Is Time For A Break, For Real  [View article]
    Alan,

    You are a mensch. Your experience and knowledge of stocks and living within one's means have taught many invaluable lessons of financial management and the importance of peace of mind.

    May your recovery be complete and come speedily.

    Yaakov
    Dec 21, 2015. 08:59 AM | 7 Likes Like |Link to Comment
  • Bear Afoot? No Recession Needed For A Possible Sighting  [View article]
    DocRX,
    I too am retired. Unfortunately, treasuries and munis offer so little income these days. Thanks again for the solid writing.
    Dec 15, 2015. 11:36 PM | Likes Like |Link to Comment
  • Bear Afoot? No Recession Needed For A Possible Sighting  [View article]
    DocRx, First I always your articles well-reasoned, clearly written, informative and useful. I was surprised to read that your current equity exposure is less than 10%. Perhaps I missed reading that information before. Currently, what percentage(s) of your portfolio(s) are in cash and treasuries? Thanks you.
    Dec 15, 2015. 12:25 PM | Likes Like |Link to Comment
  • Dividends & Income Digest: Sayonara, Summer!  [View article]
    RS--your research and writing has been a gift of education and insight to thousands of readers here. May all of us gift you with our blessings for a completely successful surgery and a quick and positive recovery!
    Sep 6, 2015. 12:35 AM | 2 Likes Like |Link to Comment
  • Retirement Strategy: How Will Rising Interest Rates Affect Dividend Growth Investors?  [View article]
    RS,

    Hypothetical: Recently you made a case for income seekers to consider buying NLY. Say one bought NLY in their IRA to hold for at least five years and now have a small loss and think it's not unreasonable for the ten year to rise 2 pts. over those five years, do you think one would be better off selling today and moving funds to a strong bank like WFC?
    Sep 14, 2014. 02:36 PM | Likes Like |Link to Comment
  • Warren Buffett, Berkshire Hathaway, And Dividend Growth Investing  [View article]
    Eddie,

    Informative article, well written article. Thank you.
    Apr 14, 2014. 09:00 PM | Likes Like |Link to Comment
  • Stocks For 2014: Growth And Income Part 3  [View article]
    Chuck,

    I, like so many others, eagerly await your articles every Thursday. I hope things are going well with your family. Thank you for all your contributions.

    Jay
    Jan 26, 2014. 04:54 PM | 2 Likes Like |Link to Comment
  • The Role Of Preferred Equity In A DGI World  [View article]
    Eli,
    I appreciate your response. What some investors may worry about is that interest rates can rise and stay that way for a while, and that the owner of the preferred may have a very long wait (because he doesn't want to take the capital loss) before he can roll it over into a higher interest rate product. I remember thirty years ago when prime was 20%. . .what a great time it was then for someone to lock in a 30 year bill!
    Dec 5, 2013. 05:07 PM | Likes Like |Link to Comment
  • The Role Of Preferred Equity In A DGI World  [View article]
    Eli,

    Well thought out article. Question: if you need to cash in your "CD" at a price below what you paid, your capital loss can exceed your interest gain. The ten year note has been rising for six months; not coincidentally REITS and preferred stocks have been falling during the same period. Investors who bought in during that period and who want to cash out now, will show a significant loss. No one can predict where rates will go in the future, but I wouldn't bet they'll be anywhere near the lows seen last spring.
    Why would JP Morgan want to call its 2018 preferred if they have to pay up $3, $5, $10 to par? An investor could be stuck for a long time holding a preferred that continues to sink or wallow below thepar. Meanwhile, interest and dividends from other fixed income investments will go higher. What do you do if the cash you socked away in the preferred nets you a loss should you want it for something else? You pay your money and take your choice. . .

    Jacob
    Dec 5, 2013. 02:21 PM | 1 Like Like |Link to Comment
  • Challenge-Do Not Overlook These Future Dividend Challenger Stars-Part 3  [View article]
    Chuck,

    I always look forward to your articles for their insight and the sound thinking you provide.

    Jay in San Diego
    Nov 27, 2013. 06:39 PM | 1 Like Like |Link to Comment
  • Common Sense Strategies For Mitigating Risk In Your Retirement Portfolios: Part 2  [View article]
    Chuck,

    Thanks for another great article.

    Jay
    Sep 8, 2013. 01:12 AM | Likes Like |Link to Comment
  • How Investors Can Mitigate Their Portfolio Risk In Today's Tumultuous And Volatile World: Part 1  [View article]
    Chuck,
    An eye-opening presentation. Thank you.
    Aug 29, 2013. 04:28 PM | 1 Like Like |Link to Comment
  • Utilities - Today's Best Bond Alternative  [View article]
    Chuck,

    Excellent series. I feel fortunate that you voluntarily share your knowledge.

    Jay
    Aug 22, 2013. 03:59 PM | Likes Like |Link to Comment
  • Finding Great Value In The Energy Sector  [View article]
    Chuck,
    You've written a terrific piece. Thanks for your important contributions to SA and the investing public at large. We're fortunate to read your work. BTW, I very much appreciated our phone chat this week and look forward to speaking again--Jay, from San Diego.
    Jun 21, 2013. 03:38 PM | 1 Like Like |Link to Comment
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