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jrpah

jrpah
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  • What BP's Finances Will Look Like After The Settlement [View article]
    Tim
    I am surprised you have no position in BP. You have been touting its virtues for some time. You are an investor, so why have you shyed away from BP?
    May 20, 2015. 01:44 PM | 7 Likes Like |Link to Comment
  • Walgreens Boots Alliance - All The Good News Has Been Priced In Already [View article]
    "funny that investor still use P/E or PEG rates to develop an investment thesis"
    And a warm fuzzy is better? I'm an old investor, been through all the times when fundamentals no longer mattered. I'll stick with looking at the price I'm paying for earnings.
    May 10, 2015. 01:52 PM | Likes Like |Link to Comment
  • This Is Why You Are Diversifying Wrong [View article]
    Interesting article. Thanks. Unfortunately, it seems like it all comes down to looking at volatility (thus higher standard deviation) as risk. Living of a div stream, buying at sound valuations, and not worrying about volatility seems to favor all stocks.
    Apr 1, 2015. 03:07 PM | 9 Likes Like |Link to Comment
  • 10 Dividend Stocks With A 10% Yield In 10 Years [View article]
    But you still have to pay income tax on the money transferred. That is done by selling shares or taking the money out of another pot.
    Feb 4, 2015. 11:47 AM | Likes Like |Link to Comment
  • The Best Utilities To Own For Total Return And Dividend Income Growth [View article]
    long NEE for a long time and very happy. As Mr Gray indicates, just waiting for it to get reasonable again.
    Jan 19, 2015. 01:19 PM | 2 Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    Should be interesting to follow. I have 26 of the stocks in my 39 stock portfolio! I've owned and sold (not necessarily wisely) several others.
    Jan 11, 2015. 02:10 PM | Likes Like |Link to Comment
  • Making The Difficult Decision To Part Ways With BP [View article]
    I recently sold 1/2 my BP for similar (though not as well thought out) reasons. I fell with various factors (litigation, price of oil, Rosnedt), the div is not secure. If it is cut, the main reason for owning is gone, and the price will tank. Most of the proceeds have gone into COP. Hated to do it, I have faith in BP, but the high div pulled me in deeper than my comfort zone.
    Dec 30, 2014. 11:15 AM | Likes Like |Link to Comment
  • 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 | 6 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
COMMENTS STATS
225 Comments
431 Likes