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Saint Mark

Saint Mark
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  • Apple The Biggest Threat To Visa And MasterCard [View article]

    Got it. Thanks!
    Nov 20, 2015. 10:49 AM | Likes Like |Link to Comment
  • Apple The Biggest Threat To Visa And MasterCard [View article]
    I am not very knowledgeable in this area but hold both AAPL and V. It seems to me that ultimately the loser(s) will be the banks. Checking accounts still are enormously profitable and allow banks to play the float. The extent that AAPL captures the P2P segment would seem to hit banks more than V or MA. Interested in other's comments. Thanks.
    Nov 19, 2015. 10:44 AM | Likes Like |Link to Comment
  • Dividends & Income Digest: 5 Dividend Champions, The Retirement Crisis And When To Retire - A Q&A With Chris DeMuth Jr. [View article]
    This is a terrific article. Thank you!

    As someone who has tried several different strategies over the years with only marginal success, I finally through in the towel and went the index route. It's not exciting, but as in horse racing, where most horses eventually cross the finish line, most indexes eventually move up. I sleep better and no longer look at my portfolio ten times a day. Now if I could just deliver myself from SA........
    Nov 16, 2015. 03:36 PM | 2 Likes Like |Link to Comment
  • If You Buy Starbucks Now, You're Asking For Trouble [View article]
    One of SBUX's most compelling features is its CEO. Howard Schultz is a brilliant businessman who does well by doing good. It is seldom true that socially conscious companies thrive the way SBUX has; it is testament to great leadership.
    Nov 11, 2015. 09:56 PM | 4 Likes Like |Link to Comment
  • How Microsoft Trumped Apple And Why It Will Continue To Do So [View article]
    I run MSFT applications on my Apple devices. Best of both worlds. One Drive is my cloud platform. Life is good.
    Oct 29, 2015. 08:01 PM | 4 Likes Like |Link to Comment
  • David's High Velocity Solution For A Buy And Hold SWAN Portfolio [View article]
    How do you calculate the compounding of your dividends if you don't DRIP?
    Sep 14, 2015. 12:47 AM | 1 Like Like |Link to Comment
  • Mr. Market Errs: Apple Is Unlikely To Be Stopped In Its Rise To Further Heights [View article]
    With all due respect, they are about to increase penetration in my household. My Samsung Galaxy is going in favor of the IPhone 6S Plus next week.
    Sep 13, 2015. 06:02 PM | 5 Likes Like |Link to Comment
  • Apple: Don't Overlook The Tablet Potential [View article]
    With the larger form factor for the iPhone, Apple is getting close to what I and hundreds of millions of consumers really want and need - an iPad Mini with a Bluetooth phone app. My Mini is indispensable, as is a phone (currently a Galaxy 5S). Apple is close to an all-in-one solution.
    Sep 6, 2015. 11:58 AM | 1 Like Like |Link to Comment
  • Mobileye: Providing The Necessary And Sufficient Conditions For Autonomous Driving [View article]
    MBLY controls a significant intellectual property portfolio around ADAS. Eventually competitors will need to acquire licenses to some or all of their technology. I bought 500 shares for the speculative portion of my holdings. I am pleased with returns thus far but really looking forward to 5-10 years out when the investment matures.
    Aug 13, 2015. 09:35 PM | 1 Like Like |Link to Comment
  • Look Before You Leap Into Dividend Growth Investing [View article]
    Agreed. Each of the authors you cited have helped me tremendously since I began managing my own portfolio. For years my "professional" managers garnered returns that were below the S&P. For the past four years in which I run my own portfolio I have consistently outperformed the benchmark and I have the Schwab Portfolio Performance Reports to prove it. The majority of the stocks I have held during that period have been covered by the SA contributors noted in your comment. The hard part of personal investing has been to find the knowledgeable voices to follow. Finding the stocks isn't that hard when the right guides are pointing you in the right direction.
    Aug 8, 2015. 10:49 AM | 2 Likes Like |Link to Comment
  • Brookfield Infrastructure Partners: World Class Infrastructure Assets And Undervalued With Solid Growth Prospects [View article]
    I have been long BIP for many years; it is a terrific stock over the long term. my only complaint is that Schwab no longer lets me DRIP. Any suggestions, anyone?
    Jul 21, 2015. 08:26 PM | Likes Like |Link to Comment
  • Here's Why Starbucks Is Trading At Such A High P/E Ratio [View article]
    Howard is the cream in my morning coffee. The man is the best CEO in the world.
    Jul 16, 2015. 09:07 AM | 2 Likes Like |Link to Comment
  • Does My 5.8% Yield Portfolio Have Ideas That You Should Steal? (A Portfolio Review) [View article]
    A few comments........

    There are so many holdings that an individual would likely have trouble really "knowing" their investments;

    The impact of fees and taxes in this portfolio is significant;

    Following on at least one other post above, there are some VERY risky stocks in this collection, both from a capital appreciation standpoint and from a dividend safety perspective.

    If it works for you, terrific, but I would not sleep well at night with this portfolio.
    Jul 9, 2015. 08:15 AM | 1 Like Like |Link to Comment
  • My 30 Stocks For 30 Years: Q2 2015 Update [View article]

    I applaud your approach but offer the following comment......

    Many sophisticated studies have shown that the simple act of CONSISTENTLY INVESTING OVER TIME is the best indicator for accumulating wealth. It trumps stock selection, investing style, research and analysis, and analyst recommendations. In other words, the act of saving is more important than anything else - consistency and time will even out your performance. This is why active money managers rarely beat the averages.
    Jul 7, 2015. 10:08 AM | Likes Like |Link to Comment
  • Multiple Observations On Celgene's Latest Licensing Deals, And Its Valuation [View article]
    Doc, terrific article. I sold CELG several months ago but remain long GILD. Considering AMGN on a pullback. I am curious for your opinion on another do you view ABBV?
    Jul 4, 2015. 02:18 PM | Likes Like |Link to Comment