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curreyr

curreyr
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  • Retirement Plumbing: The Cistern System [View article]
    and here I initially thought they were beer cans ;)
    Feb 20 05:08 PM | 4 Likes Like |Link to Comment
  • The Hard Truth Of Dividend-Growth Investing [View article]
    I doubt the "heat" of what you refer to.

    The article is showing that following some "index", as in the full Champions+Challengers list, is sub-optimal. I doubt this is a surprise. Some setup a strawman as if DGI is simply "follow the list", which isn't what most DGI follow.

    If one adds in another selection factor (e.g. "Comprehensive: QVG"), then you do get "alpha".
    Feb 20 03:40 PM | Likes Like |Link to Comment
  • Is 3D Printing A Huge Bubble? [View article]
    The DDD Cube is a Sinclair.
    That said, at 14, the Sinclair was fun and opened my mind for the capabilities of programming "computers".
    Feb 19 07:06 PM | Likes Like |Link to Comment
  • BlackBerry - Some Roads Aren't Meant To Be Traveled Alone [View article]
    Nefas and green_ember,
    I was just commenting that there are many industries that are dominated by a select few "players".

    Do they have subordinate industries? Of course! (within the smartphone industry as well).
    Can smaller players have a "niche"? Of course! (within the smartphone industry as well).

    It's possible that BBRY can be disruptive to phones as foreign imports were to the "big 3" auto industry.

    It's your investment dollars ...
    Feb 19 06:39 PM | 3 Likes Like |Link to Comment
  • BlackBerry - Some Roads Aren't Meant To Be Traveled Alone [View article]
    "7) How many industries REALLY only have 3 players worldwide?"
    I can think of a couple ...
    Aircraft manufacturing ... granted a phone that crashes often is different than an aircraft.
    Heavy equipment (CAT, DE, etc) ... phone downtime is minuscule to downtime when running your heavy equip.
    Auto manufacturing ... granted a phone that crashes often is different than an auto that has to be recalled.
    Feb 19 05:32 PM | Likes Like |Link to Comment
  • Retirement Plumbing: The Cistern System [View article]
    One other analogy I would add is that the contents of your cistern can have three forms:

    1) Liquid - This portion you can open the outflow tap and recieve money (e.g. cash or cash equivalents).
    2) Illiquid - This portion doesn't necessarily flow through the tap without an external force which may have a cost (e.g. Housing, collectibles, etc)
    3) Gaseous - This portion also doesn't flow through the tap. It also may evaporate (e.g. Paper cap gains, inheritance, etc).
    Feb 19 01:25 PM | 6 Likes Like |Link to Comment
  • Establishing My Dividend Growth Strategy And Portfolio As A New Investor [View article]
    One suggestion I would add is to consider "cash" as one position in the portfolio and have it maintained at fully funded status (e.g. 3-5% from your plan) at a minimum.

    When a buying opportunity arises, you'll want the ability to strike. The new capital you'll be adding can help restore the cash level back to full funding.

    I personally also have a roughly 3-5% weighting of ~25 equities. I attempt to maintain my cash in the 6-10% range.
    Feb 12 12:24 PM | 2 Likes Like |Link to Comment
  • The Volume Theory: Determining Which Stocks May Continue To Trade Higher [View article]
    "Higher volume = more shares traded "
    I understand what volume is.

    My point is HFT trading is artificial volume that is more likely due to whatever the algorithm is based upon (e.g. bid-ask spread, interest rate movement, one currency vs. another, etc).

    Is your thesis that HFT algorithms that may trigger and spawn "volume" are somehow an indicator?
    Feb 11 03:49 PM | 3 Likes Like |Link to Comment
  • The Volume Theory: Determining Which Stocks May Continue To Trade Higher [View article]
    Isn't volume more a function of high frequency trading algorithms than it is investor sentiment?
    Feb 11 02:28 PM | 1 Like Like |Link to Comment
  • Why Dividend Growth Is My Investment Strategy [View article]
    Integrator,

    This comment is probably one of the most insightful I've read on SA for quite a while. Honestly it is worthy of a full on article if your up to expounding further.

    My current income is substantial, but has for a number of years been in jeopardy of becoming $0 (aka who does my employer layoff this quarter).

    So, the only aspect *I* can control is my expense side, and how could that be satiated via another source of income (e.g. dividends from investments, a capital pile for drawdown or startup capital, etc).
    Feb 8 07:19 PM | 1 Like Like |Link to Comment
  • Dividend Reinvestment [View instapost]
    chowder,

    I have no regrets. At the decision time in 08/11, I'd narrowed to KMB vs COP, and went with COP.

    The funny thing was the eventual purchase in 06/12. KMB was rated a 'hold'. I slapped my head and said "yes, that's something I want to 'hold'".

    The true lesson I learned was that "opportunity cost" could become quite an expensive cost. Some of the advise I see of "wait for a 10% pullback" or "wait for profit taking" completely ignores the opportunity cost aspect.

    FWIW, I have 27 positions. Some are fully funded @ 5% and some are half funded. Cash is always fully funded!
    Feb 7 07:18 PM | Likes Like |Link to Comment
  • Dividend Reinvestment [View instapost]
    "The strong often get stronger!"

    I have a story that illustrates this.

    After the 08/11 debt ceiling debacle, I had some dry powder to deploy. KMB was on my watchlist and it had declined some but wasn't off it's 52 wk high by very much (~$68 vs ~$64). So, I waited.

    The beginning of 06/12 I had a new infusion of cash to invest and revisited KMB. Of course it was yet again near it's 52 wk high (~$80 vs ~$78). Seeing that ~28% change in 11 months since I'd last considered it, made me decide to wade in knee deep and pick up some. Was I chasing momentum?

    On 01/08/13 I decided to get in waist deep (note still very close to a 52 wk high).

    And today, another 52 wk high.

    My takeaway from this learning experience isn't a "coulda or shoulda" but instead examining my own paralysis. I found I was more concentrated on the "52 wk" price than the other aspects that made me want to own this quality stock.

    As it stands now, a 10% drop (~$10) would erase my paper gain (the $2.22/share div not included). IMO, that's possible, but unless the div is in danger, it wouldn't make me sell (no principle loss).

    P.S. I hoping for a nice 8%-10% raise for the div :)
    Feb 7 04:56 PM | 3 Likes Like |Link to Comment
  • Team Alpha Retirement Portfolio Update: Dividends, Diversification And Stunning Results [View article]
    James,
    "why is an investor not better off purchasing a high-quality dividend ETF for the time being until the outlook becomes clearer? "

    Such as what? (I'd be interested in knowing how that has performed as well).

    Thanks
    Jan 30 05:59 PM | 1 Like Like |Link to Comment
  • Team Alpha Retirement Portfolio Update: Dividends, Diversification And Stunning Results [View article]
    AFL?
    Jan 28 07:30 PM | Likes Like |Link to Comment
  • Dividend Investors To Face Significant Challenges Going Forward [View article]
    Skeptical12,

    The CCC list is a "screen". To make the "list(s)", the equity has a very specific characteristic which is their past behavior of dividend increases. Note: the list also includes additional data that is useful and relevant.

    This also isn't a "screen" that is generally available from most "finance" or "brokerage" sites (hence it's worth).
    Jan 28 06:47 PM | 3 Likes Like |Link to Comment
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