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rdtuck02

rdtuck02
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  • 3 Critical Metrics For MLP Valuation [View article]
    I wish we had an MLP section here in Investing for Income
    Sep 1 11:27 AM | 5 Likes Like |Link to Comment
  • Retirement's 4% Rule: Surprising Answers You Need to Know About the Inflation Factor [View article]
    This strikes me as a very interesting way to deal with the RMD requirements and something I hadn't thought of. Can any of our "senior" members recommend any good reads on the proper management of retirement assets? And to DVK.....good read as always.
    Jul 28 07:49 AM | 5 Likes Like |Link to Comment
  • Energy Transfer Partners: Hitting Bumps in the Road, But Not in the Ditch [View article]
    LaChic,

    No...just recognizing an author whose articles I enjoy. I've been looking to get into ETP for months on a pullback. I saw his newest article after my purchase and decided to comment, as it re-affirmed my own viewpoints.
    May 12 03:53 PM | 5 Likes Like |Link to Comment
  • Energy Transfer Partners: Hitting Bumps in the Road, But Not in the Ditch [View article]
    Mr Merola

    Got in to ETP today after reviewing some of your older articles on ETP, then saw this. Thanks for the update...
    May 12 11:53 AM | 5 Likes Like |Link to Comment
  • Apple: Why The iWatch Is A Win/Win Situation [View article]
    The health monitoring aspect the the purported iWatch is often discussed, but I think the true benefit to an iWatch may be the integration with Apple's Homekit and push into home automation. I doubt most people think they need an iWatch now, but imagine if you could control your home security, HVAC, blinds, etc all with your watch, which is the device most likely to be on your person as you traverse your home. I think this may be the "wow" factor that drives adoption of the new product category.
    Jun 23 10:30 AM | 4 Likes Like |Link to Comment
  • This 'Boring' Stock Has Raised Its Dividend 57 Years In A Row [View article]
    Public transit and biking still aren't practical in most of the US outside the major urban centers.
    Jul 26 10:34 AM | 4 Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    Ashraf,

    While I'm a follower and usually appreciate your views, it seems this article was released more for page views than anything else. Apple is still growing earnings and revenues, just not as fast as before. And it's not really a zero sum game, both apple and intel/android can win at this game. I do agree with you that Win 8 will gradually attract more consumers to upgrade, and they are doing interesting things with the convertible tablet/laptops, but that doesn't automatically mean they will take market share from ipads/macs. There will be continue to be room for both. You mention the decrease of imac sales during the quarter. According to the conference call, most of that was due to the fact that the new imacs weren't even available until the end of Dec due to supply constraints. You mentioned the competition of the ipad mini with the nexus 7 and other android tablets. According the conference call, apple couldn't make enough of the things to satisfy demand. You mentioned the screen size. I agree the screen needs to be bigger to attract the high end smartphone crowd. The SIII is a nice phone. That's the reason I haven't upgraded my iphone 4 yet; the taller screen of the iphone just won't cut it. But I don't see them bringing out the larger screen until the iphone 6 comes out. Everyone continues to complain about the margins. Using the same form factor in the 5S that is likely coming out around June will allow them to increase margins as the continue to cut costs and improve manufacturing techniques. And you can't blame Cook for downplaying the screen size. He knows the 5S is going to have the same size screen and doesn't want to lose sales by having consumers wait for the iphone 6. And finally, Cook states the pipeline is chock full of exciting products, and he's all but confirmed apple TV by repeatedly refusing to discuss it. So I don't think it's exactly a "boring" company as you suggest in your closing. I usually agree with a lot you have to say, but just don't see it this time.

    Long Aapl, as well as intc. Room for both!
    Jan 24 04:07 PM | 4 Likes Like |Link to Comment
  • Focusing On Dividends Alone Remains A Big Mistake [View article]
    Again, the price doesn't immediately change with the buyback. The market must "vote" on whether the buyback is effective or not. You may or may not get the additional buyback yield you reference in the article. The dividend yield is much more reliable. I understand the basic concept, as I'm sure everyone else does too, but I have to rely on the market to get my "buyback yield," whereas I only have to rely on the company to get my dividend yield.
    Mar 1 01:08 PM | 4 Likes Like |Link to Comment
  • Focusing On Dividends Alone Remains A Big Mistake [View article]
    I'm now detecting a little hostility in your replies....It doesn't make much sense to belittle the very audience you are trying to reach in the comment stream. You keep coming back to the point the stock declines by the amount paid out, and this is true in theory, but this often doesn't pan out in reality. Often, the stock is bid back right back up to the previous price. The market decides the market price. It's a voting machine. It doesn't always listen to financial or economic theory.
    Mar 1 01:02 PM | 4 Likes Like |Link to Comment
  • Should Dividend Investors Care About Capital Appreciation? [View article]
    The only way to get rid of a troll is to ignore him...I suggest everyone ignore every one of his inflammatory posts. He has done absolutely nothing to add to the discussion.
    Oct 3 09:06 PM | 4 Likes Like |Link to Comment
  • Dividend Growth vs. High Yield: Some Surprising Findings [View article]
    LSI,

    I just pulled up the spotlight section of google news and saw this article....Congrats!
    Jun 24 10:05 AM | 4 Likes Like |Link to Comment
  • PepsiCo Dividend: Refreshing The Investor World [View article]
    I sold some Jan '15 65 puts on the sell off yesterday and used the proceeds to buy more pep. I'm pleased they have decided not to spin off the snacks business.
    Feb 14 12:06 PM | 3 Likes Like |Link to Comment
  • Time To Play Starbucks? [View article]
    Very good article, and I liked the discussion of your option strategy. Looking forward to future articles and an update on how your trade works out.
    Jan 8 09:49 AM | 3 Likes Like |Link to Comment
  • iPhone Price And Positioning [View article]
    I'll take the opposite view....I think the 5C is going to be huge, selling far more units than the 5s. (Although, I'd be buying the 5S if I decide to upgrade.)
    Sep 17 11:14 AM | 3 Likes Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    Would like to hear about the buyback, although I prefer they increase the dividend. I heard Cramer today talking about how they should buy twitter, but I just don't get it. Probably because I don't use twitter. It seems they could just build their own version for free in the next ios. They already have a huge install base to start "itweeting."
    Jan 24 09:20 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
331 Comments
361 Likes