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Ray from RI

Ray from RI
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  • The Next Stock I Would Build A Retirement Portfolio Upon At Any Age [View article]
    Hello "RS" -
    I enjoyed your article (in fact, I'm a follower of yours and enjoy many of them) partly because the portfolio shown was so similar to my own.

    Question: How do you decide HOW MUCH of each holding you should have in a portfolio? This question bugs me more or less constantly. My portfolio has basically just grown as I learn about another desirable issue. (Once in my hands, all dividends are reinvested - lucky me, I don't need them to support me.) As a result, some holdings may be 20 times as large as a other. That seems wrong, but I am not convinced every holding should be the same size, either. And I see your portfolio is not size-balanced, either. How do you decide?

    Thanks, Ray
    Jan 16, 2015. 11:28 AM | 2 Likes Like |Link to Comment
  • Intel: Dispelling A Myth [View article]
    I love your analyses, but find myself completely confused as a prospective buyer. I bought my first PC (Osborne 1) in 1982, and have replaced PC's every two years or so since. But How is a retail buyer to know what the hell is in his new PC? Ivy Bridge, Moorefield, Broxton, Bay Trail, Cherry Trail, Celeron, Pentium, Core i3 / i5 / i7 - it's all gibberish! Could you, please, translate from chip sets to marketing names???

    Just call me "Confused"
    Jan 13, 2014. 11:36 AM | 1 Like Like |Link to Comment
  • Exxon Mobil: The Energy Giant Joins My Dividend Growth Machine [View article]
    I'm happy to see your positive outlook on XOM. I've owned it since 1979 (bought $1,000 worth), and between splits and DRIP's it's been very good to me.

    But your mention of the Dividend Discount Model caught my eye, as a general tool. I did some reading on that tool, but cannot follow your methodology. If I divide Yield plus DGR into dividend, that's 2.52 divided by 0.114, yielding about $22.10 - not $94.38. Where am I going wrong?
    Sep 30, 2013. 02:49 PM | Likes Like |Link to Comment
  • Nordson Corp: Stock Research Analysis [View article]
    Wow - an overnight leap of 10% in NDSN stock price followed publication of this report! It looks like F.A.S.T. Graphs is watched very carefully in the market... Congratulations!
    Aug 22, 2012. 03:02 PM | 1 Like Like |Link to Comment
  • Stock Research Analysis For Big Lots [View article]
    Thank you very much for your response. I carefully followed the explanation, and it helped a lot in understanding the EYE table, which has seemed a little mysterious. I'm a fairly recent convert to F.A.S.T. Graphs, and have already profited enuf to pay for my first years' subscription. But I find there is a LOT of content there, and I keep learning.
    Aug 10, 2012. 12:12 PM | 1 Like Like |Link to Comment
  • Stock Research Analysis For Big Lots [View article]
    Sorry, but I just cannot follow the EYE chart. How do you develop a 40.1% Estimated Total Return for 2012, based on a projected end-of-year price of $49.50 and a current price of $41.94? (There is no dividend kicker.) And the $37.76 value as of 12/31/11 also fails to produce a full-year gain of 40.1% (it would be 31%)

    And the full-year 2013 gain calculates to 13%, not 21.3% as shown in the chart.
    Aug 9, 2012. 01:44 PM | Likes Like |Link to Comment
  • Exxon Mobil: The 'Iron Skillet' Of Investments [View article]
    I bought 20 shares of Exxon in 1979, after seeing gas lines and thinking I should collect my share of that business. With dividend reinvestment and numerous splits, and a few sales along the way, I now have $40,000 in XOM shares, for a net cost of negative $2,708. I have no idea how to calculate my ROI!
    Apr 3, 2012. 04:03 PM | Likes Like |Link to Comment