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smurf

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Latest  |  Highest rated
  • 'Team Alpha' Portfolio: Dividend Investing Sooner Than Later [View article]
    Interesting article in Barron's today (1/21) about GE's continuing uber dependence on GE Capital. This after Immelt pledged to reduce this arm of the company significantly after the financial meltdown which caused the stock to crash and the dividend was cut.

    Point is, this is the same old GE, the company you can't trust. Invest at your own peril. Certainly, don't emulate the overweight GE model in this article.
    Jan 20 02:35 PM | 5 Likes Like |Link to Comment
  • A Glance At Intel's CFO Commentary And 2013 Outlook [View article]
    Albert,

    To add to your article, Intel is spending $13 billion to outfit it's factories for more advanced chip production, up from $11 billion last year, even though the PC outlook is dim..

    When asked by analysts why, Otellini's said in last week's earning call that they're "branch predicting", explaining in this case that Intel is counting on hybrid computers, melding traditional PCs with tablets to be the next big thing.. Most analysts feel that this isn't going to happen and that PCs will continue to decline. If they're right, this is bad news for INTC.

    This information fits in with your rather bearish outlook for INTC going forward.

    Source: Barron's, 1/21
    Jan 20 01:27 PM | 1 Like Like |Link to Comment
  • MLP ETFs In Focus After Sell-Off On Yield, Taxes [View article]
    Morningstar gives AMJ 5 stars. Yield, after expenses is only in the high 4% range, however.
    Jan 20 01:03 PM | Likes Like |Link to Comment
  • Investment Strategy: What Portfolio Withdrawal Rate Can You Live With? [View article]
    Running out of money is indeed an issue, especially for the dividend investor who has forgone some growth for safety and yield.

    I'm trying to live within the RMD requirements, and actually reinvest much of that sum into tax free munis. Living on my dividends, Social Security and a little keep-busy part time job provides me with a fairly comfortable lifestyle.
    Jan 19 09:54 AM | 1 Like Like |Link to Comment
  • Anything to do with housing, we are long, Kyle Bass tells CNBC. This includes MBS (MBB), mortgage servicing rights (Bass doesn't mention names, but OCN, NSM, WAC, NCT are among the players), and conventional mortgage insurers. The interview also contains familiar red meat concerning the Japan debt bomb, with Bass saying the timetable for detonation has moved up. [View news story]
    NCT seems to be quite the flavor these days. Time to short it?
    Jan 18 04:34 PM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Have The REITs Left Me Behind? [View article]
    aka,

    On JDD, the adjusted expense ratio is 1.29%, not 1.85, which is the total expense reported. You would only pay the former. Subtract that from the 8.02% distribution and you would net about 6.7% +/-, Not too shabby.

    Also, it sells at a 2.42% discount to NAV, and Morningstar rates it 3 stars.

    Although it's a bit pricey right now, would be an interesting CEF to capture on a pullback. Thanks for mentioning it!
    Jan 18 04:01 PM | Likes Like |Link to Comment
  • 9 S&P 500 Dividend Stocks Undervalued By The Graham Number [View article]
    Elle,

    I also thought that the Graham Number isn't necessarily effective as a quantitative tool for evaluating medium/large cap stocks.
    Jan 18 11:06 AM | Likes Like |Link to Comment
  • Intel: Buy This 'Dog' For Its 4% Dividend [View article]
    Intel just announced an agreement with Cisco yesterday which is huge. This company's going to be fine.
    Jan 18 10:39 AM | 1 Like Like |Link to Comment
  • Intel: Buy This 'Dog' For Its 4% Dividend [View article]
    Not 5 points, but negative point and a half today. Still over where I bought it, so I'll wait a bit. Under 20 would be quite delicious.
    Jan 18 10:36 AM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Have The REITs Left Me Behind? [View article]
    aka,

    I'm left with AIV. I sold some to buy a couple of mREITs, but still hold a bunch more. It's clawing it's way back to 30, at which time I'll look at it again.

    They specialize in moderately priced apartments, and have suffered because interest rates are so low and homes so cheap, but both are/will be rising, and I think that bodes well for apartment rentals. Maybe....

    Thanks,
    Jan 18 10:34 AM | Likes Like |Link to Comment
  • Laid-Back Portfolio Adds Vanguard Natural Resources [View article]
    Did anyone mention that VNR pays distributions monthly? That's very nice!
    Jan 18 10:27 AM | 1 Like Like |Link to Comment
  • Laid-Back Portfolio Adds Vanguard Natural Resources [View article]
    Thanks, Giancario.

    I use Fidelity's screener, but imagine the results would be virtually the same for a single criteria.

    I would probably want to tailor any more research to my own biases, anyway. For instance, Debt/ Equity & Payout Ratios and Dividend Growth to name a few.

    Thanks,
    Jan 18 10:24 AM | 1 Like Like |Link to Comment
  • Avoid Exelon For Now [View article]
    It's the management. It's been the management for decades. It's hard to understand this level of incompetence for such an extended period of time. It's like they recycle themselves in different suits or something.
    Jan 18 09:53 AM | 2 Likes Like |Link to Comment
  • Laid-Back Portfolio Adds Vanguard Natural Resources [View article]
    Very interesting strategy and a good read.

    I'm wondering, what screen or methods did you use researching for your LBP in the first place?
    Jan 17 03:20 PM | Likes Like |Link to Comment
  • Laid-Back Portfolio Adds Vanguard Natural Resources [View article]
    Very interesting strategy and a worthwhile read.

    Thanks.
    Jan 17 03:17 PM | 2 Likes Like |Link to Comment
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