As much as I'm enjoying the market trend, I'm wondering how much I'll like the market when the party ends. It's almost too easy for good results these days.
The period of time is like 2008-2009, great returns.
Ready To Move Your Cash Into This Bull Market? Consider These Dividend Stocks [View article]
I own some BP, COP, and RDS.B. I have been looking at CVX, XOM, and NCS and waiting for a pullback, but might have to just establish initial positions. Thanks for the info on those.
Can Target Grow Its Lead Over Wal-Mart, Costco, And The S&P 500? [View article]
Nice article. Well documented.
TGT seems to go up and down less these days. Owned TGT since 84 and have no idea if the price will go up or down in the short-term. Fairly valued right now and hold a trading position in addition to my core position. Waiting for the VIX to improve option pricing before selling contracts.
I was surprised that TGT recovered so well after the dividend repricing.
Comfortable with the current TGT management team and looking forward to see how the 5 year plan works out.
Highfields Capital Is Wrong Because This Digital Cloud REIT Ain't Going Nowhere But Up [View article]
I have one lot of Citibank (reverse 10:1 split)left that reminds me of bad investment decisions. Not worth much, but maybe I'll get back to my original investment someday. :(
Ready To Move Your Cash Into This Bull Market? Consider These Dividend Stocks [View article]
Nice article Nick.
I like the format and use of Fastgraphs. It's a excellent tool.
I have owed TGT since 84 and believe the current management is excellent. Brad Thomas another author on SA is big on management quality and I'm in agreement.
Looking forward to 2017-2018 to see the results of the current plan.
Target: Still In Second But Still Performing [View article]
Always nice to read another article on TGT.
I view the sale of the CC as a positive. More oversight and less risk to TGT. TGT used to get hammered on the CC operations and how much funds needed to go into reserves to cover.
Depending on CC interest and late fees for profit just doesn't do anything for me.
The current TGT management is excellent and well compensated. LOL
When I walk through a TGT store, I'm pleased to see how good the stores look and how many employees are stocking. Presentation is good. Last week on the grocery run at 1:30 on Wednesday, there was 5 regular registers going besides the express checkout. Getting through the checkout process is quick as the employees are well trained.
IMO, TGT is on the right track to grow and continue to build the customer base. As Canada continues to rollout, more efficiencies will be gained and costs will be offset by continued revenue growth.
I don't like stops because I have had my pocket picked in the past. If I want to capture the profit, I sell calls or just trim the position, or maybe just sell the position. It depends on the situation.
In December 2007, you know housing was out of sight and getting stupid. We had bids on getting our kitchen remodeled and one of the firms that came over was the owner. He had laid off 11 guys and only had 1 cabinet maker left. He said business was terrible and was going to give me the best bid to keep the cashflow going.
We had a lot of TGT and I sold it in early 2008 and then bought it back in early 2009 at 40% discount to what I sold it for. That's what I meant an opportunity like 2008-2009. I think the bull will have good days and bad days in 2013, but will continue to run.
APL, BAC, BP, CST, VLO, HTA, WSR, ETP are some of my long term positions that have the best upside in my opinion. I also have others that are long term holds. .
Curls, I wouldn't use stop losses. Remember the AP tweet several weeks ago that caused HFT's to drop the prices. They scooped up a ton of stock cheap because of stop losses. People lost their stock at a cheap price.
Sell Leap Calls or Buy Puts if you're really concerned. I sell calls and on dips buy'em back cheap.
It's best to stick with companies that are not problems for your core holdings.
It's always good to take some profit, but you need to put it back to work. I don't buy the market, but continue to rotate into opportunities. The big thing is don't lose money.
You could consider this market to be an opportunity like 2008-2009. They don't come around that often and you need to take advantage.
I've been invested since 84 and know about losing money. I limit that that now and won't buy overpriced stocks.
It would be nice to see the market settle down at some time instead of chasing yield. Until that ends, the market won't stop. Just my opinion. It's only been 5 months of really rocking since the budget battle.
The Trend Is Your Friend [View instapost]
As much as I'm enjoying the market trend, I'm wondering how much I'll like the market when the party ends. It's almost too easy for good results these days.
The period of time is like 2008-2009, great returns.
Energy Transfer Partners: The Pieces Are Falling Into Place [View article]
Weighing The Week Ahead: Are You Ready For Some Fedspeak? [View article]
Ready To Move Your Cash Into This Bull Market? Consider These Dividend Stocks [View article]
Can Target Grow Its Lead Over Wal-Mart, Costco, And The S&P 500? [View article]
TGT seems to go up and down less these days. Owned TGT since 84 and have no idea if the price will go up or down in the short-term.
Fairly valued right now and hold a trading position in addition to my core position. Waiting for the VIX to improve option pricing before selling contracts.
I was surprised that TGT recovered so well after the dividend repricing.
Comfortable with the current TGT management team and looking forward to see how the 5 year plan works out.
Highfields Capital Is Wrong Because This Digital Cloud REIT Ain't Going Nowhere But Up [View article]
Ready To Move Your Cash Into This Bull Market? Consider These Dividend Stocks [View article]
I like the format and use of Fastgraphs. It's a excellent tool.
I have owed TGT since 84 and believe the current management is excellent. Brad Thomas another author on SA is big on management quality and I'm in agreement.
Looking forward to 2017-2018 to see the results of the current plan.
Target: Still In Second But Still Performing [View article]
I view the sale of the CC as a positive. More oversight and less risk to TGT. TGT used to get hammered on the CC operations and how much funds needed to go into reserves to cover.
Depending on CC interest and late fees for profit just doesn't do anything for me.
The current TGT management is excellent and well compensated. LOL
When I walk through a TGT store, I'm pleased to see how good the stores look and how many employees are stocking. Presentation is good. Last week on the grocery run at 1:30 on Wednesday, there was 5 regular registers going besides the express checkout. Getting through the checkout process is quick as the employees are well trained.
IMO, TGT is on the right track to grow and continue to build the customer base. As Canada continues to rollout, more efficiencies will be gained and costs will be offset by continued revenue growth.
Picking An All-Star REIT Team To Defend Against Interest Rate Risk [View article]
Thanks Brad.
Highfields Capital Is Wrong Because This Digital Cloud REIT Ain't Going Nowhere But Up [View article]
Bought on a whim the other day and since DLR didn't immediately respond, I 'll wait and see where it ends up.
Strategies For Dealing With A Possible Market Meltdown [View article]
Bear Pep Talk: Timing Not Required [View article]
Everybody has different experience and methods.
Bear Pep Talk: Timing Not Required [View article]
In December 2007, you know housing was out of sight and getting stupid. We had bids on getting our kitchen remodeled and one of the firms that came over was the owner. He had laid off 11 guys and only had 1 cabinet maker left. He said business was terrible and was going to give me the best bid to keep the cashflow going.
We had a lot of TGT and I sold it in early 2008 and then bought it back in early 2009 at 40% discount to what I sold it for. That's what I meant an opportunity like 2008-2009. I think the bull will have good days and bad days in 2013, but will continue to run.
APL, BAC, BP, CST, VLO, HTA, WSR, ETP are some of my long term positions that have the best upside in my opinion. I also have others that are long term holds. .
Bear Pep Talk: Timing Not Required [View article]
Sell Leap Calls or Buy Puts if you're really concerned. I sell calls and on dips buy'em back cheap.
It's best to stick with companies that are not problems for your core holdings.
Bear Pep Talk: Timing Not Required [View article]
The big thing is don't lose money.
You could consider this market to be an opportunity like 2008-2009. They don't come around that often and you need to take advantage.
I've been invested since 84 and know about losing money. I limit that that now and won't buy overpriced stocks.
It would be nice to see the market settle down at some time instead of chasing yield. Until that ends, the market won't stop. Just my opinion. It's only been 5 months of really rocking since the budget battle.