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  • Why Your Under Armour Stock Buys Should Be Staggered  [View article]
    I'm a believer in UA, but such a high PE stock will have more volatility. So I buy a fixed dollar amount every month such that I'll have a full position in 2.5 years. I started 6 months ago and am down a little at this point.
    Feb 6, 2016. 12:35 AM | 2 Likes Like |Link to Comment
  • Costco reports strong comp sales (ex-gas and F/X) in January  [View news story]
    That explains the currency part, but it doesn't explain the gas part. Gas costs have dropped - are they that small a part of revenue that it doesn't register?
    Feb 4, 2016. 06:51 PM | Likes Like |Link to Comment
  • A Recession-Ready REIT Portfolio  [View article]
    See/read The Big Short for a lesson on rating agencies and the conflict of interest between the owner of the financial instrument and the ratings agency.
    Feb 4, 2016. 06:47 PM | 5 Likes Like |Link to Comment
  • Paylocity beats by $0.11, beats on revenue  [View news story]
    Very good improvement. It should be noted, however, that $0.08 is the non-GAAP net income, and -$0.02 is the GAAP net income. Shouldn't the GAAP figure be the one reported in the bullet points?
    Feb 4, 2016. 04:44 PM | Likes Like |Link to Comment
  • Costco reports strong comp sales (ex-gas and F/X) in January  [View news story]
    Why are US comparables +1% with and also without gas?
    Feb 3, 2016. 11:05 PM | Likes Like |Link to Comment
  • Be Your Own Barista, Serve Yourself Starbucks' 10% Yield  [View article]
    It is out of your pocket. If you're still holding the short put, you can be made to buy the stock at $60. Since you received $6/share to sell the put and the stock's only worth $50, you'd be sitting on a loss of $4/share.
    Jan 30, 2016. 10:34 PM | Likes Like |Link to Comment
  • Own Qualcomm  [View article]
    Jan 28, 2016. 11:31 PM | 1 Like Like |Link to Comment
  • ONEOK Partners downgraded at Baird  [View news story]
    Thank you @Calculus. Your words are pearls.
    Jan 25, 2016. 02:10 PM | Likes Like |Link to Comment
  • Targa Resources Partners declares $0.825 dividend  [View news story]
    No raise? I'll DRP and lower my cost basis, but it's still dropped so much that I'm no longer concerned about the tax hit when TRGP cold it in. Does that make it a SWAN investment?
    Jan 20, 2016. 01:31 AM | Likes Like |Link to Comment
  • Dividend Aristocrats Part 43: Automatic Data Processing  [View article]
    I assume you mean it will be undervalued in a year, not overvalued.
    Jan 13, 2016. 10:52 PM | Likes Like |Link to Comment
  • Dynagas buys LNG carrier, to recommend 4%-6% distribution increase  [View news story]
    Is there a 20% yield that's safe anywhere? DLNG is down 47% in the last 3 months, so some money is disagreeing with you. As for me, I know I don't know, so I'm holding and banking the dividends; this is one of the few stocks I own that I don't DRIP. I hope your viewpoint is the right one.
    Jan 12, 2016. 05:04 PM | 2 Likes Like |Link to Comment
  • Enterprise Products Partners L.P. declares $0.39 dividend  [View news story]
    A nickel would be nice, but half a cent is better than nothing.
    Jan 4, 2016. 11:40 AM | Likes Like |Link to Comment
  • Reducing Portfolio Risk With Help From Momentum Model  [View article]
    Looking at your example a little closer, it looks like your stop limits have between 21% and 32% of being triggered. TDAmeritrade charges a short-term trading fee of $20 on commission-free ETF's, so this is something to consider in using this method.

    And what happens if your TSLO is triggered during the 33 day period? Do you sit in the extra cash your trade generated and still wait for the 33 days to rebalance?
    Dec 27, 2015. 11:30 PM | Likes Like |Link to Comment
  • Reducing Portfolio Risk With Help From Momentum Model  [View article]
    I was going to ask you about your brokerage. I also have TDAmeritrade, and MTUM and GLD are not commission-free ETF's. Have you looked into any proxies, such as AGG and BND for BIV, to use for MTUM and GLD that TDAmeritrade considers commission-free?
    Dec 27, 2015. 10:36 PM | Likes Like |Link to Comment
  • Big Lots Has Been Crushed For No Reason  [View article]
    I'd guess they have decent profit margins; I visited one of their stores in Fort Lauderdale and found out well-stocked but the deals were not particularly compelling. I left and don't expect to revisit a Big Lots again.
    Dec 25, 2015. 06:17 PM | 1 Like Like |Link to Comment