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jrpah

jrpah
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  • The Dividend Growth Investor's Version Of 'A Christmas Carol' [View article]
    Thanks Chuck. I have followed you from the beginning and have learned a lot (and made some money). Without your articles, my learning curve would have been much slower (and more expensive). Have a great Holiday!
    Dec 19, 2014. 04:28 PM | 4 Likes Like |Link to Comment
  • Wealth Accumulation With These 5 Dividend Growth Stocks [View article]
    Thanks for the article, Good companies, I've owned 4 and currently own 3. I do have one comment (opinion). I use a similar approach to get acceptable total return with a dividend component. however, I use dividend + anualized earnings growth ( for example NÉE is 3.1 yield + 7.4 10 year average earnings growth = 10.5). A companies earnings growth seems much more basic to the business than the board of director directed dividend growth rate. Also, again I would rather base entry point on earnings. ie, when the PE drops below a predetermined value indicating indicating one is buying the earnings capability of the company at a bargain.
    Oct 13, 2014. 03:57 PM | 2 Likes Like |Link to Comment
  • How To Withdraw Money Sensibly From Your Retirement Portfolio: Part 1 [View article]
    Great article Mr C. It reminds me, however, of a topic I would love to see you address. I have a nice DGI portfolio in an IRA that supplies my wife and I with more than adequate income for our basic lifestyle. Left to my own I would only sell to pick a few weeds. However, in two years I start MRDs (Minimum Required Distributions). MDRs sort of decimate DCI portfolios. One quickly has to sell much more stock in a year than is required to live on. One could reinvest after tax money in DG, but what is the point when one will have more income than needed for longer than any possible life span. So with MRD should one go for growth and leave it to the kids, stick with DG, say the He** with it and spend it. PS, really not whining, its a nice problem to have, but I have never seen any good strategies on what to do with MRD money.
    Sep 30, 2014. 01:39 PM | Likes Like |Link to Comment
  • Let's Talk About The Nifty Fifty And Dividend Growth Investing [View article]
    Dieu
    Thanks for the link. Very interesting. I'm always interested in how investments did around the Great Depression. The graph with a good time line is IMHO very interesting.
    Sep 28, 2014. 01:48 PM | Likes Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    A billion here, a billion there, and after awhile your talking about real money.
    Sep 13, 2014. 01:59 PM | 5 Likes Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    So that's what the Cartier Tank looks like. I'm glad I went with the Rolex Submariner!
    Sep 10, 2014. 03:37 PM | Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    I retired at 62 and have never regretted it. But I think you are still not asking the right question. I believe the question is how much are you enjoying what you are doing? With the right job, one could work to a ripe old age. I wanted a change. Retiring gave me a chance to try some different things. I worked part time for a while. Tried some artistic pursuits. The secret I believe, is always save, keep expenses down, be open to other opportunities. Retirement isn't an either or. Investments, SS, a part time job can provide a very nice income.
    Aug 26, 2014. 01:32 PM | 3 Likes Like |Link to Comment
  • McCormick & Company: An Astute Investment [View article]
    MKC is a good company, but I think it needs a better entry point. Current PE is 21 vs historic average of 19.3. Only 2.1% div yield and only moderate projected EPS growth of 7.6%. I would like to see a PE between 15 and 17.
    Aug 23, 2014. 03:49 PM | Likes Like |Link to Comment
  • Apple: The Final Countdown Clock Has Started [View article]
    Just not true. After suffering with so many other computers, we finally broke down and caught an IPAD mini with R display and what an eye opener. It is now he computer my wife and I fight over. We wll soon be buying an Air to keep peace in the family (and we've be married 44 years).
    Aug 14, 2014. 03:04 PM | 12 Likes Like |Link to Comment
  • Now Is The Time To Consider Ross Stores [View article]
    For me a "full " position is about 2% of my portfolio worth. When I go into a new position, that is typically the amount I invest. If I really feel good about a company I will go 1.5 to 2 times position. If I have some reservations the company gets a .5 position until I get a little more confident. Why invest in the company at all? I watch a company much better when I have a little skin in the game.
    Aug 13, 2014. 01:00 PM | Likes Like |Link to Comment
  • Now Is The Time To Consider Ross Stores [View article]
    Good Article - Thanks. I'm long ROST (a 1/2 position). I haven't gone all in because when I go into our local store (Jupiter, Fl), its seems to be short on merchandise. Shelves not full, merchandise moved up to edge with space behind etc. Even cloths and shoes seem sparse. I don't know if that is a strategy (maybe keep costs down, sell true overstocks etc.) but it is hard to imagine them stocking even more stores. TJmax has a better appearance and much more merchandise, but I suspect a lot of it is stock made for them in the cloths area anyway. PS: my wife thinks Ross has the better deals and hidden finds. Just my thoughts.
    Aug 12, 2014. 03:37 PM | Likes Like |Link to Comment
  • Quantifying iPhone 6's Potential Cannibalization Of iPad, It Is Not Pretty [View article]
    So screen size determines percentage of market share. Thus, if someone made a tablet the size of a barn door they would capture the market! I should be writing for SA!!
    Jul 23, 2014. 02:05 PM | 5 Likes Like |Link to Comment
  • Fallen Dividend Champions: I Still Have No Fear Of A Market Crash: Part 2 [View article]
    Thanks for a great article. One of your examples (LZB) points out a concern, maybe trap that I've fallen into a couple of times. The fastgraph for the company looks like a train wreck. However, the FG future growth graph (not shown in this article) forecasts 5 year annual growth at 16.5%! If true, EZB might be a good "gamble". I really don't believe it (I'm not seeing Lazy-boys showing up in Costco, etc) Perhaps one clue is that there are only two analysts in survey. Appreciate any thoughts on how to handle high growth estimates for companies that aren't covered that heavily.
    Jun 20, 2014. 03:24 PM | 1 Like Like |Link to Comment
  • Apple iWatch To Ignite Quantified Healthcare Revolution [View article]
    Sorry to hear about your friend. But I must admit it doesn't sound like a bad way to go. Better than sitting around watching your iwatch with your hand on the phone ready to call 911.
    Jun 19, 2014. 02:14 PM | 1 Like Like |Link to Comment
  • The Growth Potential Of Apple's Mac [View article]
    Down in the rabbit hole. I have 8 and really dislike it. Its not that I can't make it work, its just a constant battle. Slowly switching to apple (2 iphones, ipad mini, and ipod.) Imac next, maybe later in the year, maybe early next. The entry level for 1k bucks certainly makes it possible. (Currently doing club news letter on the ipad because its just more fun than on windows 8)
    Jun 18, 2014. 12:09 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
218 Comments
411 Likes