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  • Retirement Strategy: Dividends Vs. Capital Gains [View article]
    RS,
    Thank you for good article.
    Your comment "if you have 20+ years....Apple is king right now. "
    Well I don't think that Apple will have such good products portfolio in 20+ years as the company has now. I mean that each product (a'la iPhone-66) will be probably much better than present (a'la iPhone-6) but their novelty will be probably not so unique and their fashion attributes not so strong.
    So I do not buy Apple.
    SDS
    Apr 19, 2015. 01:13 AM | Likes Like |Link to Comment
  • Mr. Valuation Disagrees With Henry Blodget: 'It's A Market Of Stocks' Is Not A Meaningless Phrase [View article]
    Varan,
    Do you think that to "do proper allocations" is simple than to pick good stocks? If yes, please explain why.
    SDS
    Apr 17, 2015. 11:58 PM | 1 Like Like |Link to Comment
  • Mr. Valuation Disagrees With Henry Blodget: 'It's A Market Of Stocks' Is Not A Meaningless Phrase [View article]
    Chuck
    Thank you for good article.

    1) I read also Henry Blodget post. English is not my native and I'm not a linguist. But apparently Henry Blodget doesn't count that any language has idioms where mean of words combined together is different than sum of dictionary defined the same words' meanings (although he uses idioms in pseudo-explanations like "have balls"). I do not defend market pundits on TV or here on SA (I actually ignore them) but I think Henry Blodget wrong in more than 1 from 16 cases although probably right in some (as I understand with my pure English).

    2) I disagree with Chuck thesis "The stock market really has nothing to do with investing - in the long run.". It is know that stock market in the long run reflects underlying economy (compare US and Japan for last 25 years) and defines vector of investing results. Of course the result for stock with high negative beta is totally different from overall market result but probability to have such stock declines with time on the market (i.e., it is easy to find "beta=-1" stock for short run e.g. for 1 year than "beta=-1" stock for long run e.g. for 20+ years).
    SDS

    SDS
    Apr 16, 2015. 07:54 PM | 4 Likes Like |Link to Comment
  • Forecast Constant, Expect Erratic [View article]
    Excellent article, Eli - Thanks!
    There is quite important concept in engineering - signal-to-noise ratio. In stock market this ratio is small at short time scale and ~ 20+ years period is needed to shed light on the signal. So far the signal had up trend for US stock market for period there reliable data exist (a bit above 100 years), hopefully the trend will be the same in XXI century.
    All noise lovers a.k.a. pundits are just not qualified to be investors IMO.

    SDS
    Apr 16, 2015. 12:12 PM | Likes Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    <OFFTOPIC?> My new naive thoughts on buyback:
    There are ~ 3000 actively traded US stocks. Let assume that each biz. day has its own best stock. There are ~ 250 biz days in a year. So each stock is the best once in 12 years. Only the the day the stock is the best the company should do buyback. All other days the company should pay dividends, so investors can pend money for the best stocks or for life.
    SDS
    Apr 16, 2015. 01:01 AM | Likes Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    as10675
    "Top Ten Holdings of Congress" -Source?
    Are congressmen good investors? I'd guess so - they speak with insiders quite often....
    SDS
    Apr 16, 2015. 12:55 AM | Likes Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    EuropeanDividendGrowth...
    Siemens and GE are not totally overlap but both are good companies IMO, so I own both (Siemens bought quite recently). Both now are not typical DG stocks and not really HY stocks but both have sustainable products which I hope Chinese would not copycat in next decade.
    SDS
    Apr 16, 2015. 12:52 AM | Likes Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    BoomBoom99
    I might retired this year and live only on dividends (too early for SS) but I'll keep GE (it is ~ 1% of my portfolio and I had it through cut). I dislike buybacks (http://seekingalpha.co...) but it is hard to replace GE businesses (impossible within a single another company).
    SDS
    Apr 15, 2015. 11:59 AM | Likes Like |Link to Comment
  • Rebuttal To Larry Fink [View article]
    I'm a long-term investor with time horizon 20+ years, so I'd agree with "sustainable, long-term returns" goal pushed by Larry Fink, BlackRock’s Chairman and CEO. But BlackRock operates several funds has vested interest to have AUM as big as possible and they know that investor will keep money in their funds if volatility will be low. Larry Fink recent letter reflects this vested interest. I doubt that he even thinks that he can be a CEO of a company in a different business (e.g. software or REIT) but somehow he thinks that all S&P500 companies can follow the single advise.
    Disclosure: I own BlackRock but it is ~ 1% of my portfolio.
    SDS
    Apr 15, 2015. 10:34 AM | Likes Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    B&H
    How to recognize that plan is stupid 8-)?
    I think Chowder assumes that YoC will be 4% when portfolio reach 3M$. It seems reasonable number for me.
    SDS
    Apr 15, 2015. 01:10 AM | 3 Likes Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    BoomBoom99
    GE had DGR ~ 7.5% which is above average and inflation.
    SDS
    Apr 15, 2015. 12:59 AM | 1 Like Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    I think we DGIs should rise our voice and explain BoDs/CEOs that buybacks are not dividend replacement. I even consider an article for Wall Street Journal (a help from anybody with good English and pen is needed - I have couple new arguments).

    GE - well I hold them through div. cut, will hold through freeze.

    SDS
    Apr 15, 2015. 12:58 AM | 1 Like Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    I want to be young enough to afford MA 8-). I read this good article but didn't read all comments yet. Did anybody compare crossover time between GE and MA for dividends?
    SDS
    Apr 15, 2015. 12:52 AM | 1 Like Like |Link to Comment
  • From Stream To Shining Stream [View article]
    IMO dividend growth investing (DGI) is one the best strategies to achieve goals listed in this nice article. DGI is widely discussed here on SA.
    SDS
    Apr 13, 2015. 07:03 PM | 4 Likes Like |Link to Comment
  • A Single Mother's Income - Dividend Growth Investing [View article]
    DivDiva,
    I'm not a CFA but let me ouline some points as a DG/HY investor with some experience.
    Many good DG investors post their thoughts on SA, read them before you invest.
    GE can be count as 3-4 companies even without their financial part.
    You need safety probably more than income.
    Presently there is no HY stock with good safety in US.
    Emergency fund should be in cash-like account (at least 80%) with minimal tax burgen. Stocks are too linked with taxes in your age.
    For some types of equities Dividend Payout is above 80%. You'll need some of them for diversification.
    Your portfolio is too concentrate. Stop DRIP, use div. to expand number of your stocks.
    If ALL your expenses are in AU$ expand your home base. There are several good stocks in your country. Australian banks often provide good combination of DG and HY in long-term.
    WHen US$ is stronger than AU$ invest ALL div in AU companies, when AU$ is strong invest all div outside Australia.

    Good luck
    SDS
    Apr 12, 2015. 12:15 PM | 1 Like Like |Link to Comment
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