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JMikeK

JMikeK
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AAPL, ABT, AMGN, BAC, CCL, ETP, EXC, FTE, GE, GG, INTC, JNJ, MCD, MDT, STX, T, WFC
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  • The Best Way To Hedge Against A Stock Market Decline [View article]
    I have used TLT in the past as a hedge for stocks. Currently have a position serving that purpose now. Considering adding to it a bit because of the future uncertainties. Agree with your advice. Just need to be careful in how long we keep the hedge on. A rise in interest rates will greatly impact TLT. I think rate rises are still some time away, though? Your thoughts?
    May 9 09:23 AM | 1 Like Like |Link to Comment
  • Consider Making Additional Changes To Your Income Allocations [View article]
    I agree. Currently have about 50 % in fixed income. Bond portfolio's duration about 4. Then 15 % cash and the rest mostly in stocks.
    May 7 08:32 AM | Likes Like |Link to Comment
  • What Does A Big Market Correction Actually Look Like? [View article]
    Your best article to date. The examples you give for corrections are sound as justify that there is little need to panic. The key is hopefully the dividends won't be cut and income doesn't change. That will let you ride out a correction if you stay calm. I really like when you post the original price of the investments. That gives us excellent target prices. Your advice on spending and saving is sound and to the point. Sage advice to live and prosper by.
    May 2 08:32 AM | 1 Like Like |Link to Comment
  • How Long-Term Investors Can Prepare For A Looming Correction [View article]
    Agree. Own PG and JNJ for the long haul. Looking for an entry point on IBM, but not quite there yet. Maybe $175?
    Apr 26 07:20 AM | 1 Like Like |Link to Comment
  • General Electric: How Safe Is The Dividend? [View article]
    Agree with your conclusion on GE's ability to pay dividend. Interesting approach for your analyses! I've hesitated buying shares though because the total return over recent years has not been good. I would appreciate your thoughts on GE as an investment versus just it's ability to pay the dividend.

    A fellow bulldog. Go dawg's!!
    Apr 19 12:02 PM | Likes Like |Link to Comment
  • Selling A Financial Position To Buy A Financial Position [View article]
    Good add. My favorite big bank stock. Good metrics as you outlined plus exemplary leadership when compared to the other banks.
    Apr 3 08:30 AM | 2 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Our MLPs - How Did We Do? [View article]
    I agree. If its performance parallels LINE as you would expect, it seems worthy of consideration.
    Oct 29 10:38 AM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Our MLPs - How Did We Do? [View article]
    Any thoughts on LNCO?
    Oct 28 02:28 PM | Likes Like |Link to Comment
  • France Telecom's Dividend Cut Creates More Downside Risk For The Stock [View article]
    Long FTE with an average cost of $13 1/2. Holding on for now unless the macro picture gets more bleak. If a bottom is put in here, or near here I am considering adding to my position.
    Oct 26 03:26 AM | Likes Like |Link to Comment
  • Confessions Of A Scaredy Cat Investor [View article]
    I sold off my mReit over the last few weeks. Was becoming too risky. The overall yield on my bond funds is 4.5% and 3.5% on the stocks portion of the portfolio. I'm comfortable with those yields now with the current macro risk. Will work to ramp up the yield a bit after things become a little more clear to me :)
    Oct 21 12:27 PM | Likes Like |Link to Comment
  • Confessions Of A Scaredy Cat Investor [View article]
    Well done! I am choosing to "follow" you from hereon. I like you have chosen to allocate just over 70% of my portfolio to fixed income and cash. Rest in equities including gold miners. Gives me comfort on the downside while still providing good returns.
    Oct 21 11:11 AM | Likes Like |Link to Comment
  • Dividend Champions For October 2012 [View article]
    Norman, isn't LMT near its high for the last year?
    Sep 30 10:17 AM | Likes Like |Link to Comment
  • Bottom Fishing EU Style: Top 8 European Dividend Yields [View article]
    I've built a small position in FTE. Seems to be the best of the European telecoms. Watching for a good entry point on VOD, but it never seems to get there!
    Sep 22 11:28 AM | 1 Like Like |Link to Comment
  • Why I Sold My Stake In Intel [View article]
    I've been buying on this downturn. Hard to pass on the yield with a fortress balance sheet. I believe INTC's "death" is greatly exaggerated! :)
    Sep 20 08:16 AM | 3 Likes Like |Link to Comment
  • My Mad Method: What Next To Buy, And Why - September 2012 [View article]
    Given the macroeconomic risks over the next 6 trading days with ECB and FOMC meetings, if the shares are called away I would hold the cash and wait a week before making any decisions.
    Sep 5 03:02 PM | 1 Like Like |Link to Comment
COMMENTS STATS
93 Comments
103 Likes