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JMikeK

JMikeK
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  • Closed End Gold Funds Vs. The #1 Gold ETF [View article]
    I am GTU long and agree with your analysis. Hold it as a hedge in my stock portfolio.
    Jun 10 12:19 PM | Likes Like |Link to Comment
  • Market Movers Week Of June 9, 2013: Weak Growth Vs. The Hilsenrath Omen? [View article]
    Good article and food for thought!
    Jun 9 01:15 PM | 1 Like Like |Link to Comment
  • Stocks: How 'Bad News Is Good News' Is Very Bad News [View article]
    Eric, I notice that you didn't mention your usual hedges of precious metals and bonds. Still have those?
    Jun 7 06:36 PM | 1 Like Like |Link to Comment
  • Dividend Growth Stocks Of Tomorrow: Investing For The Next 25 Years [View article]
    Congratulations on your first article! It's a good one. Long JNJ & PG. Waiting for the right entry point on KO.
    Jun 7 04:25 PM | Likes Like |Link to Comment
  • In Markets That Do Not Make Sense, Dividends Make Dollars [View article]
    Like the idea of a small cap. But, might be a little to volatile for right now? Appears fairly valued at the moment. No dividend growth though. Only increase in divvy throughout its recent history was in '12 . Might want to watch this one for a while. :)
    Jun 7 08:53 AM | Likes Like |Link to Comment
  • Time To Buy Long-Term U.S. Government Bonds [View article]
    Sorry for the confusion. I mean all stock except for hedges. I don't buy on margin.
    Jun 5 12:02 PM | Likes Like |Link to Comment
  • Time To Buy Long-Term U.S. Government Bonds [View article]
    I use TLT as a hedge in my all stock portfolio. Good article.
    Jun 4 04:10 PM | 1 Like Like |Link to Comment
  • Do Income Investors Have Anywhere To Hide? [View article]
    Good article. I appreciate the actionable suggestions.
    May 24 12:07 PM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
131 Comments
140 Likes