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larocag

larocag
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  • Gun-control legislation that would have required background checks online and at guns shows fails in the Senate by a 54-46 vote, short of the 60 required to pass. Some of the reasons for its falling short include concerns over the unnecessary burdens on law-abiding gun owners, and claims that it violates the Constitution’s right to bear arms. [View news story]
    Every time a homicidal manic buys a gun and uses it, at least 20 more guns get sold. Background checks would be a disaster for these companies.
    Apr 17 09:50 PM | Likes Like |Link to Comment
  • Gold: The Fear Bubble Bursts [View article]
    Conspiracies everywhere.
    My investments only go down when the devil makes it happen.
    Apr 16 05:09 PM | 1 Like Like |Link to Comment
  • Gold: The Fear Bubble Bursts [View article]
    Folks write about " central bank money-printing" constantly. That is how the gold price got so high to begin with. One thought pattern was blown all out of proportion.
    Apr 16 01:47 AM | 1 Like Like |Link to Comment
  • Equal Sector Weights Dividend Growth Portfolio - Quarterly Update March 2013 [View article]
    What is the beta on that? I am arguing against dividend myths (and now about simple math). I do not hold SPY in any position of regard. Where did you come up with that? I even mentioned other higher performance things. Just because you are wed to an idea, don't assume that I am. I never said what I think is best.

    Anyhow you are arguing against mathematics again. Beta is a well defined mathematical quantity and if you have a low beta portfolio it is not going to go up much. Simple math.
    Mar 17 08:56 PM | Likes Like |Link to Comment
  • Equal Sector Weights Dividend Growth Portfolio - Quarterly Update March 2013 [View article]
    That beta is almost certainly wrong. Beta works up and down. You might want to figure these things out before you get fully invested in them.
    Mar 17 06:45 PM | Likes Like |Link to Comment
  • Equal Sector Weights Dividend Growth Portfolio - Quarterly Update March 2013 [View article]
    Unless it had a very high yield it would suck.
    Mar 17 06:44 PM | Likes Like |Link to Comment
  • Remember Buy Low, Sell High? [View article]
    iloveiwm

    Me too.
    Mar 17 02:44 PM | Likes Like |Link to Comment
  • Equal Sector Weights Dividend Growth Portfolio - Quarterly Update March 2013 [View article]
    Yeah. Would it also be better to trade 100% less upside for 100% less downside. If the answer is no, at what percentage do you break even?
    Mar 17 02:31 PM | Likes Like |Link to Comment
  • Equal Sector Weights Dividend Growth Portfolio - Quarterly Update March 2013 [View article]
    I never said "dividend growth investing has no merit". I am arguing that there are better alternatives for some investors (esp. ones like yourself).

    If you target a 0.8 beta (which means that your investment goes up and down less than the index), your are locking yourself into 80% of the expected upside. With a long time horizon, you are basically guaranteeing that you will get sub-optimal performance. You should be looking for things with a beta greater than 1. Like I said at the beginning, small and medium cap stocks (IWN and MDY) are crying out to you.
    Mar 17 01:32 PM | Likes Like |Link to Comment
  • Equal Sector Weights Dividend Growth Portfolio - Quarterly Update March 2013 [View article]

    After having worked for 25 years you have 20 years to retirement?
    Mar 17 12:38 PM | Likes Like |Link to Comment
  • Equal Sector Weights Dividend Growth Portfolio - Quarterly Update March 2013 [View article]
    1) like I said... No amount of retoric is going to help you.

    2) Too much work. You look. They are there. That was mostly one of DVK's things a while back.

    3) Not too much work. The current article is a fine example. DG for a guy that is 20 years from retirement.
    Mar 17 12:25 PM | 1 Like Like |Link to Comment
  • Equal Sector Weights Dividend Growth Portfolio - Quarterly Update March 2013 [View article]
    1) Under what conditions does it not reduce the value of the company?
    2) I said decision making (notice the present tense verb).
    3) If I saw the words "Depending on ones goals" in the articles I wouldn't have commented. DG is touted for all goals.

    Just saying a bunch of random things doesn't really support your position. People that argue against the first point are showing that the are not even trying. It is just simple mathematics. As soon as you argue that 100-3 is equal to 100, no amount of retoric is going to help you.
    Mar 17 11:59 AM | 1 Like Like |Link to Comment
  • Remember Buy Low, Sell High? [View article]
    I tend to sell 15-20% at a time as things get "to high" then sell more when they get higher. Half is way too rash. (maybe if the valuation got completely out of hand...) I am an early retiree and half out is shorter than I would generally go.
    Mar 17 01:44 AM | Likes Like |Link to Comment
  • Equal Sector Weights Dividend Growth Portfolio - Quarterly Update March 2013 [View article]
    "maybe try another tab?" I used to spend most of my time in the gold articles. Those guys were getting pretty wacky when Obama got elected and they were sure fiat currencies would fade from the surface of the earth. The God's money folks would stop in frequently making for great flights of fancy.

    Alas they don't show up very often any more since the global recovery started to take hold and inflation stayed well under 25%. About the time they started to fade, I discovered the dividend folks that had a whole raft of dubious beliefs about dividends (paying dividends doesn't reduce the value of a company, YOC plays some role in decision making, DGI is the best for retirees and young investors alike, ...). Besides having the most fallacies, you guys also have the most enthusiasm. You have a pretty good group think going on and that is what I most enjoy "joining".
    Mar 16 08:40 PM | 1 Like Like |Link to Comment
  • Time In, Not Timing Dividend Growth Stocks [View article]
    it is never silly if you pay proper respect to DG.
    Mar 16 12:34 AM | 4 Likes Like |Link to Comment
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