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Saint Mark

Saint Mark
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  • 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
  • Why Investors Should Buy Qualcomm Instead Of Intel [View article]
    Looking at both Intel and Qcom I am struck by what a terrific acquisition NXPI would make for either. It immediately positions them in NFC and autonomous automobiles, both of which have years of growth.
    Jul 1, 2015. 09:50 PM | Likes Like |Link to Comment
  • Why I Wouldn't Own Microsoft [View article]
    There are many strategic reasons for letting people go. One that has not been mentioned is top-grading. Cisco has routinely eliminated the bottom 10% of its workforce annually.
    Jun 29, 2015. 01:34 PM | 1 Like Like |Link to Comment
  • Why Owning Blackstone Group LP Is A Risky Proposition [View article]
    Interesting article. I have owned BX off and on over the past several years and have now been long for the last 30 months. I've always been leery of building a full position because I don't fully understand the company. It has always seemed that analyzing the whole company does not provide the best perspective; it is a company that makes individual deals that, in turn, make up the whole. Any one of those deals is enough to significantly impact the company if it goes south. On the other hand, it's been a consistent performer with terrific distributions.
    Jun 24, 2015. 08:15 AM | 11 Likes Like |Link to Comment
  • Confessions Of A Young DGI [View article]
    Enjoyed your article and your thoughtful approach to DGI. I agree with most of what you presented but have a diversification a consideration? In your top 10 I note both MasterCard and Visa plus two large oil plays (and mention of investment in XOM). How many total stocks do you own?

    Again, nice article.........been DGI devotee for several years myself.
    Jun 20, 2015. 12:37 PM | Likes Like |Link to Comment
  • Brookfield Infrastructure Looking At A World Of Possibilities [View article]
    MIC currently has the hot hand but BIP has a better long term record. BIP has slowed recently but this happens periodically. BAM, too, is currently week but has been a superior performer over the long haul. All are excellent long term holds.
    Jun 7, 2015. 09:43 AM | 1 Like Like |Link to Comment
  • Brookfield Infrastructure Looking At A World Of Possibilities [View article]
    Long BIP (and BAM) for a long time. A few years ago Schwab stopped allowing the DRIP for BIP which slowed my share accumulation. Looking at MIC as a possible replacement.
    Jun 6, 2015. 10:13 AM | Likes Like |Link to Comment
  • 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