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Saint Mark

Saint Mark
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  • Visa: Market Power, Stable Growth And High Profitability Doesn't Come Cheap [View article]
    Nice book. Long V.
    May 20, 2015. 09:20 PM | Likes Like |Link to Comment
  • Replace The 4% Retirement Rule With These 4% Dividend Stocks [View article]
    I am a year away from retirement so am looking carefully at a withdrawal strategy. I've been fortunate to build a reasonably good sized portfolio over the last 15 years.

    The 4% rule really has my me scratching my head. I manage my own investments and typically focus on solid dividend growth stocks wit a few rocket stocks thrown in for faster growth. According to Schwab, my returns over the last 15 years have averaged 11.06%. My worst year was a loss of 13.7%. I do not take inordinate risks (current portfolio Beta is .92, up 6.4%YTD. Somehow, based on these metrics it seems that a 4% withdrawal rate is far more conservative than called for.
    Apr 23, 2015. 05:16 PM | 1 Like Like |Link to Comment
  • Replace The 4% Retirement Rule With These 4% Dividend Stocks [View article]
    Gross expense ratio is 3.26%. Who gets rich, you or the managers?
    Apr 23, 2015. 04:59 PM | 2 Likes Like |Link to Comment
  • What You Should Pay For Starbucks [View article]
    Nice article, but the comparisons don't really tell us much. Jsklein touched on the point I am about to make........namely that the value of one of the top five executives in the world is incalculable. I put my money in Mr. Schultz's hands with Starcucks and would do the same if he started a company to sell ice cubes to Alaskans. Leadership is an advantage that no other competitor can touch.
    Apr 23, 2015. 04:24 PM | 3 Likes Like |Link to Comment
  • Staples Clearance Sale Going On Now [View article]

    Enjoy all of your articles. My concern on this deal is that IF the FTC rejects the acquisition each of these stocks will be halved in a matter of minutes. Perhaps the best way to play is by watching Starboard's actions. If they adjust their position downward, head for the hills!
    Apr 18, 2015. 11:42 AM | 1 Like Like |Link to Comment
  • Apple Watch reviews arrive; SocGen downgrades to Hold [View news story]
    Just got the new solar powered watch from Citizen. Great look, never needs a battery, and well priced. Hope Apple has a left handed version for my other wrist. Can't wait!
    Apr 9, 2015. 12:01 AM | 1 Like Like |Link to Comment
  • Brokerages get tough with advisers who break rules [View news story]
    Not to get political, but the Obama administration is pressuring Wall Street firms to provide better disclosure from retirement advisors. The recent crackdown by the industry may simply be an effort to head off further government regulations. One of the challenges of the big banks and brokerages is that they are not help to the same fiduciary standard as CFPs. This, in my opinion, is something that needs to be remedied - if not by the industry then by regulation.
    Apr 5, 2015. 11:10 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan: Finding The Sweet Spot [View article]
    Uncle Pie,
    Appreciate your comments. I exited KMI awhile back when it was around 44. Still tracking EPD for the right entry point. You thoughts?
    Apr 1, 2015. 01:19 PM | Likes Like |Link to Comment
  • Update: Brinker International Sales And Earnings Are Busting Out [View article]
    More losses today. Bought additional shares.
    Feb 2, 2015. 06:45 PM | Likes Like |Link to Comment
  • Brinker International's Shares Fall Despite Very Strong Q2 Earnings - Is Now The Time To Buy? [View article]
    It continues to fall. Any idea why?
    Feb 2, 2015. 06:43 PM | Likes Like |Link to Comment
  • Update: Brinker International Sales And Earnings Are Busting Out [View article]
    Any idea why the stock was under pressure last week? I thought it was a terrific report, too.
    Feb 2, 2015. 01:19 AM | Likes Like |Link to Comment
  • Amidst Some Market Concerns, Brookfield Infrastructure Keeps On Keeping On [View article]
    Doubled my position today at $38.50. Have been shareholder for many years and sleep well at night. Interested in opinions on BAM for faster price appreciation. Anyone have an opinion?
    Sep 25, 2014. 04:37 PM | Likes Like |Link to Comment
  • Apple, Google Will Crush Microsoft Just As Amazon Did Best Buy [View article]
    I have Apple products for entertainment, MSFT products for work. Could live without AAPL, not without MSFT. Both are core holdings in my portfolio. Great to Satya at the helm.
    Sep 25, 2014. 04:27 PM | 4 Likes Like |Link to Comment
  • Of Course CVS Will Lose More Than $2 Billion From No Smokes [View article]
    I bough CVS on the news.........and switched my prescriptions from WAG to CVS. Two years ago I sold my PM and replaced it with BIP. ten years from now, when cigarette use is half what it is today, CVS will be miles ahead of the game - and Dollar General will have moved on from cigarettes, as well.
    Sep 25, 2014. 04:17 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Every Dividend Growth Investor Should Own AT&T Right Now [View article]
    I am long T. In addition to being a nice, low-key income provider, U-verse is the best cable package around. The addition of the sports packages is superb!
    Aug 27, 2014. 12:31 AM | 2 Likes Like |Link to Comment