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curreyr

curreyr
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  • Requiem For Fallen Dividend Aristocrats [View article]
    kraft(KFT) got knocked off the list when they split into Mondolez (MDLZ) and Kraft (KRFT). Still a great company, with great products and a great dividend.

    Kft failed to raise its dividend in '10, '11, '12 prior to the spinoff
    Mar 31 04:57 AM | 1 Like Like |Link to Comment
  • Don't Let Income Strategy Bias Intimidate You [View article]
    Adam, but that 6% was in the days of higher inflation ... a good "nominal" bad "real". (I misread nominal for real initially).
    Mar 25 06:20 PM | 4 Likes Like |Link to Comment
  • Don't Let Income Strategy Bias Intimidate You [View article]
    "Further, given the relative lack of free yield available today, investors are utilizing more aggressive methods to achieve nominal yield points than they have historically."
    Has there EVER been free yield at a "today" moment?
    Hindsight can spot them (e.g. as rates fell), but back then, nominal yield still required aggressive methods.
    Mar 25 04:59 PM | 5 Likes Like |Link to Comment
  • The Positive Psychology Of Dividend Growth Investing [View article]
    I've had herding breeds too. Love them for their traits, but as an investor, I'm a retriever.
    Mar 20 06:15 PM | 2 Likes Like |Link to Comment
  • The Positive Psychology Of Dividend Growth Investing [View article]
    Miz,
    I don't think your anecdote is too far outside the norm. When the media, and to some extent, financial professionals are all focused on price movement, it can be conditioned to consider that "risky".

    It's similar to a gun-shy dog versus those conditioned to hunting. The crack of shotguns sends some dogs running to the hills while others see the opportunity of retrieving.
    Mar 20 04:29 PM | 7 Likes Like |Link to Comment
  • When Cutting Dividends Adds Shareholder Value [View article]
    "I can't answer "who exactly" is singularly focused on dividends, but do believe there are a whole lot out there."

    I would posit there are some, but not a "whole lot".
    I would suggest instead that many will use a history of dividend behavior as a part of the decision making process. The CCC list has ~500 companies listed, yet no one would suggest that alone makes them suitable for investment. They are simply candidates that fit the needs goals of that investor.

    Say I'm looking to hire 20 people, I'll require some prerequisites, for consideration. That might narrow it down to 500 and then I can begin to evaluate each on the qualities they present as an individual.

    The the authors premise, I personally don't tolerate a dividend cut, a freeze will get my attention and require a hold/sell decision. I sold INTC recently (still technically frozen), but held BA during their freeze.
    Mar 20 03:43 PM | 1 Like Like |Link to Comment
  • Why Seeking Alpha Embraces Pseudonymity [View article]
    IMO, SA should adopt an "identity 2.0" position (e.g. OpenId, etc).
    I don't "need to know" your birth date when an identity provider can answer a question "are you an adult".
    Similarly, I don't "need to know" where you work if an identity provider can answer a question "do you work for XYZ company".
    Mar 19 03:55 PM | Likes Like |Link to Comment
  • After Spending Hundreds Of Millions Of Dollars Solazyme Is Ready To Change The World [View article]
    Peoria is also a converted facility. 25K if I recall correctly.

    Snake, the company is (currently) quite open about their expectations of current production and future production ramp up (to the, as of now announced, facilities "nameplate").

    My guess:
    Peoria is a "development" facility where experimental batches are produced for current and/or future partners.
    Clinton is a facility for high value (~$3k/MT), low volume production.
    Moema is a facility for average value (~$2k/MT), higher volume production.

    Moema is likely to be a gauge of "ground breaking" (http://bit.ly/PrWOtO) to production (~2yrs) to "nameplate" (~1.5yr). One would hope, future time lines would reduce with experience.
    Mar 19 02:47 PM | 1 Like Like |Link to Comment
  • Can Solazyme Find Growth In Hydraulic Fracturing? [View article]
    I find it interesting that today, KIOR has a huge selloff and SZYM rallies.

    Not that KIOR and SZYM are "the same", but ...
    Mar 18 05:21 PM | Likes Like |Link to Comment
  • Can Solazyme Find Growth In Hydraulic Fracturing? [View article]
    333360,
    There are _many_reasons insiders sell, and _few_ reasons they buy.

    One reason: sell some options to pay the (ordinary income) tax on the exercise of the options. The remainder can be held for long term cap. gains which are probably taxed lower than ordinary income for the individual.

    This "sell-to-exercise" shows as an insider sell for reporting purposes of the "insider". The held portion reduces the outstanding options the company reports quarterly.

    Directors (and such) typically are restricted from general trading so they may set up periodic "sell-to-exercise" schedules (per SEC rules) to accomplish an actual long position of their "options" with a tax advantage.
    Mar 18 05:17 PM | 1 Like Like |Link to Comment
  • Dividends And 'The Magic Pants' [View article]
    "That is why it's called an anomaly in finance, this preference for cash. There is no logic to it. It's just lots of myths and misperceptions."

    Larry, how do _you_ get paid? Is it in cash or something else? If it's cash, why the preference?
    Mar 18 04:41 PM | 1 Like Like |Link to Comment
  • The Stress Free Portfolio Project: Introduction [View article]
    Looks to be an error in your KO numbers in the table.

    Also why the 3x concentration? (just curious your opinion on it).
    Mar 14 09:03 PM | Likes Like |Link to Comment
  • The Stress Free Portfolio Project: Introduction [View article]
    I "traded" tesla. Got in at ~50 out at ~$100. Was genius for a few days ...
    Mar 14 07:48 PM | 2 Likes Like |Link to Comment
  • Debunking The 'Dividends Don't Add Shareholder Value' Myth [View article]
    "history of predictable and increasing dividends"
    Too late to edit ... that should have been:
    "history of reliable and increasing dividends"

    Historical results don't necessarily imply predictable results, it can however provide confidence of reliable results. In fact people win Nobel prizes for it ...
    Mar 14 07:01 PM | 1 Like Like |Link to Comment
  • My Transition To Required Minimum Distributions (RMDs) [View article]
    "then complain that they must take the minimum distribution late in life and start paying taxes on it"
    I didn't pen the article, but agree.

    "When my Dad complains about taxes, I just tell him its the price you pay for your success. He still thinks candy bars should only cost 5 cents."
    Hehe, yup.

    I made a comment earlier about considering current taxation vs. expected taxation. It should be considered, and the "expected" is at best an educated guess.

    In my 20's, I "deferred" 15% of my income to a 401k (match was up to 5%). At the time, I was check-to-check, renting, and had an effective rate of ~9% tax (the deferral would have little effect too). That is now rolled-over into a trad. IRA, it's done well, but I now know the withdrawal is likely to be at an effective of 18%. Hindsight? probably. Sour grapes, not so much, it is what it is.
    Mar 14 06:52 PM | 2 Likes Like |Link to Comment
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