Seeking Alpha

heglimp

heglimp
Send Message
View as an RSS Feed
View heglimp's Comments BY TICKER:
Latest  |  Highest rated
  • Retirees' High-Income Portfolio: Election, Updates, Reports And Notes [View article]
    bookmdano,

    So correct!!!!!!!!! Danger lurks in "any" response. Been there, done that-------to my detriment!!!!!!!!!!!

    Highly recommend TV's in separate in rooms NOT near each other!!!!!!!!!
    Nov 22, 2014. 01:34 PM | Likes Like |Link to Comment
  • Dividend Stocks Are Not In A Bubble, But Many Of Them Are Pricey [View article]
    DVK,
    Nice article and comments. Always enjoy your articles. Have 18 of the shown stocks. I will have to look at several in more depth shown as fairly valued.

    Wish you successful investing.
    Nov 21, 2014. 12:44 PM | 1 Like Like |Link to Comment
  • Total Return And Dividend Growth Investing [View article]
    gabby1945,

    OK, it's "insane optimist."
    Nov 20, 2014. 11:11 AM | Likes Like |Link to Comment
  • The Crash Of Oil Prices Could Be The Opportunity Of The Decade [View article]
    RS,

    Appreciate the article and really enjoy reading the comments. Various comments make me think, laugh, reflect on and just plain wonder where some are coming from.
    Being a traditional vertical well independent oil and gas producer gives me a different perspective than most. I remember natural gas selling for 10-15 cents per MMBTU's and oil in the $2 per barrel range. Of course the feds controlled the price of crude in those days. The world has changed dramatically.
    Concerning COP, over the years I have worked with them, competed against them but in every situation had a high respect for the company and its people. Of course I am long COP and even CVX. I know you have been long XOM in many of your portfolios. Over time I made positive comments to you concerning COP, glad to see your article which confirms my belief in COP. In the long run I think we both will be pleased by COP.
    Wish you successful investing.
    Nov 19, 2014. 01:44 PM | 1 Like Like |Link to Comment
  • Total Return And Dividend Growth Investing [View article]
    Gabby, Christine and RAS,

    No, the word for farmers and ranchers is "Optimist"!!!!!!!!!!!!...

    Next year will be a good year!!!!!!!!!!

    And so it goes.

    Wish you successful investing.
    Nov 19, 2014. 12:16 PM | 3 Likes Like |Link to Comment
  • Total Return And Dividend Growth Investing [View article]
    Miguel,

    I think most people with company 401k's start investing in mutual funds. Most likely this is their only choice. I know I started in mutual funds. Over the years I learned more and more about investing. Only in the last 20 years have I invested in individual stocks. The last 10 almost exclusively in stocks. I know the SA "Guru's" have helped me greatly. I have had a written plan for several years now. Slight modifications along the way but it keeps me mostly on the correct path for me.
    Each individual needs to determine the correct path for them. Some will never invest in stocks but stay with mutual funds. Many do not want to put in the effort, which is okay, but I have chosen a different path.
    I almost only invest in stocks now but I still have mutual funds in both qualified and non-qualified plans. Each year I evaluate each fund or stock portfolio against each other. Generally this requires some modification in the funds. My stock portfolio's have exceeded the returns of any of my mutual funds over the years. Still I keep some mutual funds. It just lets me sleep will at night.
    To each their own. It's their money, I just hope "they" have saved enough over the years for retirement. Sadly, I'm afraid many have not.

    Wish all successful investing.
    Nov 19, 2014. 12:12 PM | 2 Likes Like |Link to Comment
  • Total Return And Dividend Growth Investing [View article]
    gabby1945,

    The bred heifers sold were 1/2 polled Hereford and 1/2 Black Angus. They bring top dollar if quality just as you stated.

    The drop in corn and soybean prices will help the cattle rancher and hurt the farmer growing the corn and soybeans. Would not like to make my livelihood on just raising cattle today. Particularly if just starting out.

    Wish you successful investing.
    Nov 18, 2014. 05:19 PM | Likes Like |Link to Comment
  • Total Return And Dividend Growth Investing [View article]
    gabby1945,

    Concerning beef prices, they may go down a little but the beef herd in the U.S. is the smallest it has been since the 1950's. The drought in the south central and western areas made ranchers and farmers sell their cow herds because of the lack of grass and water. I'm in Oklahoma and no substantially runoff has went into our ponds in over 2 years. Fortunantely we did have good grass rains over the last 2 years in eastern OK. Not so in western Ok nor much of Texas or California.
    People are starting to grow their herds but the price of 2 yr old bred heifers are selling for $2800 to $3400 per head. I know I sold 5 for $3150 per head at a breeding stock sale. In OK and TX it will take 3 to 5 years to rebuild the beef herds, IF, we get good rains.
    I think high beef is here for several years.
    Nov 17, 2014. 04:28 PM | 1 Like Like |Link to Comment
  • Total Return And Dividend Growth Investing [View article]
    DC and RAS,

    I believe I got it, also!!!!!!!!!!!!!!!!!!!!! Why do you both seem to resonate positively when I read your articles. Possibly same value system?? similar investing style?? though I think you both put more thought into your investments than I do. Thank you both for your articles and the comments which follow. I have learn much from both.

    Wish you both successful investing.
    Nov 17, 2014. 04:11 PM | 1 Like Like |Link to Comment
  • Total Return And Dividend Growth Investing [View article]
    RAS,

    Sock buying habit--I have the same habit!!!!!!!!!! Black socks are beautiful Baabieee. Plus as you say, it's easy to find a pair.
    Nov 15, 2014. 11:47 AM | 2 Likes Like |Link to Comment
  • Total Return And Dividend Growth Investing [View article]
    bionic1,

    Wish I had either now. My brother has a 62" Vette. Hard and Rag tops.
    Nov 14, 2014. 05:05 PM | Likes Like |Link to Comment
  • Return Of The Casual Diner Puts Cracker Barrel Back On The Map [View article]
    Agree it is an attractive stock, but not at current price. CRBL acquired at $96.50. Would like to add to portfolio but like it at $100 not at $120.
    Nov 14, 2014. 01:00 PM | Likes Like |Link to Comment
  • Dividend Aristocrats In Focus Part 35: Cincinnati Financial [View article]
    Recently sold CINF because the 1,3 and 5 year average dividend growth is below 2 %. When a stock DGR doesn't beat inflation and the outlook for the stock does not indicate an increase, I sell and buy a stock with a similar or better risk profile which has as good or better dividend and DGR. May have held this stock longer than I should have.

    Wish all successful investing.
    Nov 14, 2014. 12:55 PM | 1 Like Like |Link to Comment
  • Total Return And Dividend Growth Investing [View article]
    DC,

    As always a good to the point article. Good comment section and some comments going down "memory lane". Per Gabby's comment on muscle cars: I was a junior in college and my old 57 chevy was having problems and was lucky enough to have the choice to get a new car then or wait and get a corvette upon graduating with an engineering degree. Being young I chose "now" and got a 1964 GTO- the first year they were out. Could have had a 66' corvette instead. Never regretted getting the GTO. Had it for over 10 years-with I still had it.

    Per many of your comments over time, I believe you , like me, chose to live below what our salaries would allow. I chose to invest that extra funds over the years to help build our retirement portfolio. Some would call it a lucky choice we made, but I see it as a way we chose to live our life. Hope I am not putting words in your mouth. If so, I apologize.

    Wish you continued successful investing.
    Nov 14, 2014. 12:30 PM | 1 Like Like |Link to Comment
  • Third Quarter Portfolio Review: Continuing To Build Dividend Growth And Quality [View article]
    Bob,

    Thanks for the update. I've been following your articles almost from the start. We have 20 stocks in common. Mine is in a taxable account. Your articles and several others impressed on me the need for a written plan.

    As you modify your portfolio to more credit worthy stocks, are you concerned with the drop in dividends paid out or do you feel the dividend growth of your portfolio will overshadow that individual stock dividend reduction?

    Wish you successful investing.
    Nov 5, 2014. 02:12 PM | 1 Like Like |Link to Comment
COMMENTS STATS
456 Comments
683 Likes