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jrpah

jrpah
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  • 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 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 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 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 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 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 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 12:09 PM | 2 Likes Like |Link to Comment
  • I Have No Fear Of A Market Crash Or A Significant Correction, Here's Why: Part 1 [View article]
    Mr C Great article like always. I find it very consistent with your philosophy of judging companies on their individual merits. I've been following you for several years now and find your advise very valuable and actionable. I've been in the market in some form or another (mutual funds for some years) since '70, and can't say that I've seen it all, but feel like I've seen a lot. During the entire time there has always been pessimism that prevented others from investing. I don't know why the messages for this article are so negative. You haven't changed your message. Perhaps the work "Crash" in the title brought in some "doom and Gloomers" that expected something else.
    Jun 16 04:06 PM | 1 Like Like |Link to Comment
  • Darden Restaurants: A Perfect Storm Of Passive Income And Capital Appreciation [View article]
    Thanks for the article. I gave up my long position about a year ago. The thing that concerns me at this point is that compared to its own history, it currently has a PE of ~20 compared to a 12 year average of ~15. I would like it to demonstrate some new life before jumping in at this elevated level.
    Jun 6 09:39 AM | 2 Likes Like |Link to Comment
  • Apple: Why I Raised My Stake By 14% Yesterday [View article]
    Long AAPL (overweight for my humble portfolio). As far as MAC, I'm headed that way. Have always had windows, but after fighting with 8, and having fantastic experience with 5c iphones (wife and I) and an ipad, I can't wait for the old desktop to die. I think others (actually know a few) of my venerable age are making the same move.
    Jun 3 11:16 AM | 3 Likes Like |Link to Comment
  • Apple Demographic Trends Confirm A Bullish Year [View article]
    Absolutely. 68 and always a windows guy in the past (mostly from work). No wife and I have 2 iphones and an ipad. Next desk top will be a mac.
    May 26 12:46 PM | 5 Likes Like |Link to Comment
  • Every Dividend Income Investor Should Own Apple Now [View article]
    Long and luvin it. I think the psyco advantage of the split is that it will get people away from always comparing the stock to where it once was. My biggest oldest holding is UTX which is always in a nice $80 to $120 range. But when you look under the hood it has split many times and done very well. However, the price never seems to be at some astronomical.
    Apr 28 11:14 AM | Likes Like |Link to Comment
  • Is Tupperware Brands The Perfect Dividend Growth Stock For Retirement Portfolios? [View article]
    Thanks for the fine article. TUP will go on my to consider list. I see its price was cut in 1/2 during the Great Recession, but its earnings didn't flinch. I like the 3rd world growth driver on some of my holdings (I recently bought LKQ because I believe rebuilt auto parts will be in demand in emerging middle class countries.) PS - LKQ doesn't currently pay a div
    Apr 5 03:43 PM | Likes Like |Link to Comment
  • What Is Chevron's 5-Year Dividend Potential? [View article]
    DB - What time frame are you using. For the last 10 years CVX has returned an average 11.5% vs 6.2 for the S&P (Divs reinvested in both)
    Mar 25 03:28 PM | 2 Likes Like |Link to Comment
  • I Love My 'Magic Pants' And My Partners Wear Them Proudly [View article]
    Two choices - 1) listen to someone with real world experience and knowledge who has over the last 5 years taught me a lot and helped me to create a healthy portfolio that I understand and keeps delivering or 2) listen to someone who seems to have read a couple of academic articles and wants to run with it.

    I think I'll stick with Mr C
    PS - If I were by some miracle able to check in with SA in 50 years, I'm sure the div. relevance argument will still be going on with the ferocity.
    Mar 19 03:43 PM | 1 Like Like |Link to Comment
COMMENTS STATS
210 Comments
396 Likes