Seeking Alpha

gfmn2000

gfmn2000
Send Message
View as an RSS Feed
View gfmn2000's Comments BY TICKER:
Latest  |  Highest rated
  • Cummins - Powering My Portfolio With Diesel [View article]
    DD,

    CMI up about 4% pre-market this morning on their earnings beat.
    Jul 28, 2015. 09:03 AM | Likes Like |Link to Comment
  • Cummins - Powering My Portfolio With Diesel [View article]
    Dividend Dreams,

    I am with you on this one. Invested for the first time in CMI on July 17 at $128.88.

    Your article summarizes very well the reasons for investing in this high quality dividend growth company. I think we will be happy with this one over the next 10-20 years or more. Anyone interested in CMI should visit the company website to learn about their impressive line of products and services. CMI is a high tec industrial.
    Jul 27, 2015. 09:55 PM | 1 Like Like |Link to Comment
  • Coca-Cola Set For Growth Going Forward As Investors Continue To Be Rewarded By The Stock [View article]
    Thanks. I will do a little deeper study of it than I have done in the past and add it to my current watch list.
    Jul 27, 2015. 09:24 PM | Likes Like |Link to Comment
  • Coca-Cola Set For Growth Going Forward As Investors Continue To Be Rewarded By The Stock [View article]
    >>>Poll time: Pepsi or Coke<<<

    I suppose I am bi-cola. Drink both, own both.
    Jul 26, 2015. 10:16 PM | 1 Like Like |Link to Comment
  • Coca-Cola Set For Growth Going Forward As Investors Continue To Be Rewarded By The Stock [View article]
    chopchop0

    In 1998 KO's valuation was in the range of 40-45 pe ratio. 1998, not a good time to invest in KO. For those investing at around 16-18 pe, returns have been much better.
    Jul 26, 2015. 07:44 PM | Likes Like |Link to Comment
  • Coca-Cola Set For Growth Going Forward As Investors Continue To Be Rewarded By The Stock [View article]
    Uncle Pie,

    I like your NVO pick above. I have watched it occasionally over the past 5 years or so. It seems it is always at a premium valuation. In hindsight it would have been a good addition to my portfolio. At what valuation do you consider reasonable going forward?
    Jul 26, 2015. 05:07 PM | Likes Like |Link to Comment
  • Coca-Cola Set For Growth Going Forward As Investors Continue To Be Rewarded By The Stock [View article]
    KO and PEP are not the cause of diabetes and obesity. It is people's abuse of sugar that contributes to the problem. It is people's abuse of food in general. Most eat way too much.

    I am 5 feet 7 inches tall, weigh 150 lbs with body fat around 16%-17%. My cholesterol is around 151, my triglycerides are at low levels and my blood glucose is at normal levels. My wife and I workout at the gym around 20 days per month.

    I drink coke and I drink pepsi. I drink these in moderation, a few times a week. I also drink green tea with no sugar added. I drink a lot of water. Balance is the key in most things. I also eat at MCD and KFC. But I also eat fruits, nuts, berries, vegetables, lean protein from baked chicken, turkey and fish.

    I once was overweight. About 30 lbs heavier. It was not KO, PEP or MCD's fault. It was my fault. I ate too much.

    There is an all you can eat buffet over in a nearby town that has really great southern fried food. It is always more packed than the gym.

    Jul 26, 2015. 04:24 PM | 18 Likes Like |Link to Comment
  • Patience, Cash And Dividend Growth Investing [View article]
    Mike,

    Nice update. It is interesting to hear how you are managing the portfolio. And also interesting comments on what others are doing.

    I plan to keep both BAX & BXLT. I recently added to my EMR. A little early I suppose. My mother bought her first 116 shares of EMR today. My most recent new position is CMI. Bought on July 17 after the most recent dividend increase so I am in at a little over 3% yield.

    Anything energy related is being punished by the markets so appears to be a good time to add here. In the strongest, high quality names that is. I am starting to look at some of the better MLP's. Maybe time to pick up some bargains there also.
    Jul 23, 2015. 06:51 PM | 3 Likes Like |Link to Comment
  • 401(K) Reconstructed: 2015 Q2 Review [View article]
    wellsc,

    I too am planning on moving my 401k at 59 1/2. Just a few years to go.

    I see in your profile you like hiking to waterfalls in GA and NC. Do you recognize the waterfall in my profile picture? Its a nice one to see in the fall after some heavy rains.
    Jul 22, 2015. 09:39 PM | Likes Like |Link to Comment
  • 401(K) Reconstructed: 2015 Q2 Review [View article]
    Eric,

    Is this money moved from a 401k to a brokerage IRA or does your 401k have a brokerage option?

    Back several years ago our 401k added a brokerage option but it had higher fees than I wanted to pay so I stayed with the mutual funds. It had a maintenance fee and high trading fees. Sometime in 2012 the maintenance fee was dropped and the trading fee was reduced so I signed with for it.

    We still have restrictions as we can only invest around 1/2 of stock market investments into the brokerage side. The rest must stay in the 401k mutual fund options. So far I have 25 individual dividend growth stocks in this account

    This is better than before of course. But here I am in my later 50's and it just tee's me off to no end that I can not have total control over how ALL MY MONEY IS INVESTED.
    Jul 21, 2015. 10:53 PM | 2 Likes Like |Link to Comment
  • The Melting Pot Portfolio: First Inning [View article]
    >>>I cringe when I hear young investors say they sold their stocks because of fear that the media creates. Best thing to do sometimes is just to put your head down and stay focused.<<<

    Exactly right. My mom and I talk a lot about investing. When the market heads south we don't talk as much. We just keep reinvesting and try and pick up the best bargains. Then when it hits all time highs as it has over the last few years we tell ourselves how great investors we are. HA!

    Seriously though I have made just about every mistake an investor can make. Except one. I have never sold during market corrections.
    And you seem to have grasped that very early. That puts you way ahead of most.
    Jul 21, 2015. 10:05 PM | 1 Like Like |Link to Comment
  • The Melting Pot Portfolio: First Inning [View article]
    Tyler,

    You are certainly off to an excellent start.

    Stick with in through thick and thin and you will be amazed in 30 short years.

    Jul 20, 2015. 10:15 PM | 1 Like Like |Link to Comment
  • Emerson - Now An Excellent Income Play [View article]
    richjoy,

    Very well said and I agree. EMR is a company that has been in business for 125 years and has emerged as a great, financially strong and innovated company. The exposure to energy is providing some of the uncertainty as the market seems intent on punishing all exposed to energy. So there are opportunities in excellent companies such as EMR. I too hope to add to my holdings at these levels. I like the odds long term.
    Jul 19, 2015. 12:06 AM | 2 Likes Like |Link to Comment
  • BofA at 52-week high post-earnings, upgraded at Argus [View news story]
    >>>Life is funny! I remember when it's name was Nations Bank.<<<

    ronhallinan,

    In Oct 1987 I invested in NCNB at split adjusted $4.87 which later through mergers and acquisitions became NationsBank and then later Bank of America.

    And you are correct as it has been mostly down hill since Bank of America. Lucky I sold a good portion in the $68-$69 range in 2003.

    My biggest mistakes in investing have been in selling great companies. My mistake with BAC was in not selling it all. My remaining shares I am content to hold through however long and rough the road is to recovery. At least it is interesting to watch.
    Jul 18, 2015. 11:35 PM | Likes Like |Link to Comment
  • Chevron's 4.6% Dividend Yield Is A Once-In-A-Decade Opportunity [View article]
    >>>Do you see any similarity between the two?<<<

    JerryofNC

    The similarity for me is that both situations result in lower oil prices, lower profits for oil companies, and an uncertainty in when or if oil prices will recover.

    I agree assuming short term may be wrong. But I have more confidence in assuming oil will recover at some point. Whether short term or long term I do not know. The uncertainty is what provides the opportunity. Investing with the financially strongest like XOM or CVX is a reasonable investment based on what we know about this crazy world we live in.
    Jul 18, 2015. 11:11 PM | Likes Like |Link to Comment
COMMENTS STATS
864 Comments
1,342 Likes