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  • Micron: Not Selling Hot Dogs Anymore [View article]
    Stephen Breezy
    Thank you for excellent article.
    As you know Intel Capital made significant investments in Ovonyx for PCM development. Does Intel still have a stake in Ovonyx?
    Aug 4, 2015. 02:13 AM | Likes Like |Link to Comment
  • Avoiding The Endowment Effect: Should Mike Sell? [View article]
    I agree. Market SOMETIMES appreciate "winner" company in stock price.
    I often give "not so-winner" few years to fix business.
    Aug 1, 2015. 10:22 PM | 1 Like Like |Link to Comment
  • Dividend Champions For August 2015 [View article]
    I see and agree. It was quite difficult to track even shorter history for some small DG stocks.
    I should say that Fastgraph picture of FMCB would be good addition to this article.
    Aug 1, 2015. 03:36 PM | Likes Like |Link to Comment
  • Dividend Champions For August 2015 [View article]
    Thank you David!
    Can FMCB news be verified e.g. with Fastgraph?
    Aug 1, 2015. 10:21 AM | 4 Likes Like |Link to Comment
  • Avoiding The Endowment Effect: Should Mike Sell? [View article]
    Thank you for good article.

    How rebalance of stocks in portfolio complies with well-known W.S. adage "keep winners, cut losers"?

    Aug 1, 2015. 12:27 AM | 1 Like Like |Link to Comment
  • The Dumbest Argument Against Dividend-Paying Stocks [View article]
    Alternative to 1 stock is 1 Global market ETF.
    I think anybody who argue with (and against) DGI and wide index must read . Also there are a lot of gems in this blog.
    "index funds change approximately 5% of components each year" - I think number is north to 10% for SP500, W3000 and similar.
    "dividend investors hold diversified income portfolios, consisting of over 30 individual securities." - 30 is too small IMO expressed in my resent SA blogpost.
    Jul 31, 2015. 12:49 PM | Likes Like |Link to Comment
  • BHP Billiton's 'Dividend Bonanza' And Other Scenarios [View article]
    BHP recently spined-of SOUHY, so part of BHP earnings (dividend also?) is now belong to new company....
    Long both.
    Jul 30, 2015. 12:11 PM | Likes Like |Link to Comment
  • Why I'm Ending My Premium Marketplace Forum  [View instapost]
    Bravo Nicholas! I hope to see your articles and interviews in SA.
    Good luck!
    Jul 29, 2015. 07:24 PM | Likes Like |Link to Comment
  • The Stock Market And Its Master [View article]
    Can you present (or point to) these result in expanded form, please? Why do you think that " obvious outlier years" will not repeat in future?
    Jul 28, 2015. 11:43 AM | Likes Like |Link to Comment
  • The Stock Market And Its Master [View article]
    Thank you for the link. I scan this article. 7-9 data points cannot make a statistics (usually it starts from 30) and 1 year might be not representative. If XLU is outlier we have flat horizontal line at about XLF level.
    Jul 28, 2015. 11:41 AM | Likes Like |Link to Comment
  • One Design For A Retirement Income Portfolio [View article]
    IMO first step is to decide on assets allocation based on available and projected capital invested in portfolio and money needs in retirement. Then /for stocks/ to decide kind of equities to have. Then /for DG portfolio/ to decide initial yield accepted, min DGR, and how many DG stocks to have. I addressed the last question in
    Jul 28, 2015. 01:26 AM | Likes Like |Link to Comment
  • Re-Testing The Dividend Spectrum For Total Return Vs. SPY, DIA And Berkshire Hathaway [View article]
    This is more realistic backtest then before. I think the result dismisses the common claim that DGI underperform SP500.

    "I am 39 years old and expect to retire at 65. Therefore my investment timeframe is 25 years." - There is life after retirement 8-). I'd add 35 years to investment timeframe.

    "I live in Ireland where there is little broker competition". You might be able to use Fidelity to lower fees.

    There are DG stocks in CA, AU, EZ - and they are more attractive than US for Europeans now.

    Jul 27, 2015. 10:04 AM | Likes Like |Link to Comment
    Yep. I think it is worth to keep emergency fund and adjust it to inflation.
    Jul 26, 2015. 01:49 PM | Likes Like |Link to Comment
  • Scanning The SA Family For Alpha: Sudburyjakes [View article]
    Regarded Solutions
    Thanks for bring up a good comment. How do you find gems in noise?

    It would be nice if you outline your investment approach in SA article or blog.

    In my opinion: the less you depend from losses, the less investment mistakes you make.
    In stocks losses are usually related with invested capital although negative dividends have happened (
    Currently you can find bonds with negative interest (I think investors in such bonds need to see a doctor). CDs and many bonds now are proposal to loose purchase power of money (I think investors in these need to take Math101 class if they do not know this).

    Jul 26, 2015. 08:26 AM | 2 Likes Like |Link to Comment
  • Knowing What Type Of Owner You Are Is Key To Your Investing Strategy [View article]

    Thank you for very good article, I guess it was influenced by another one in SA.

    To comments
    Yep stocks and e.g. houses can be viewed similar: you want low price when you buy, you want high price when you sell, you do not worry when you live in house or own stock (I ignore shorts here).
    But any your want doesn't count in market. Prices are independent on single investor wishes (except you can corner some stock). So Eli's classification is good to eliminate some worries different types of market players should have and should not have.
    BTW, I live in the same house in Silicon Valley near San Francisco for 15 years, didn't knew it price after I bought it (well I had idea on price direction). Now we are discussing where we want to live in forthcoming retirement (suggestions are welcome) and I have better idea about my house price. FYI: sorry folks now a good 2bedroom condo in San Francisco is ~2M$ and house ~4M$. I guess it might be an indicator of forthcoming inflation.
    Although I prefer to be 3rd type B&H investor I know that RMD will turn me in 2nd type in several years (so I want Congress to cancel it but they are similar to Mr. Market and ignore my wish). Also some events with companies might lead me to sell their stocks (I did and will NOT sell at any div. cut - the reasons are in My spreadsheet collects stock prices but tells me only stocks which moved ~ 10% in a day. I try to find why and mostly ignore.
    Buyandhold 2012: I guess it is more vital for trader to select the right stocks than for you.
    Fcfrag: I'm a Contrarian (in life and investing) but this style fits to Eli's classification (type 2).

    Jul 26, 2015. 02:27 AM | Likes Like |Link to Comment