Seeking Alpha

curreyr

curreyr
Send Message
View as an RSS Feed
View curreyr's Comments BY TICKER:
Latest  |  Highest rated
  • Retirees Please Don't Index, You Deserve Better Than Average [View article]
    bondstevenbond,
    "The best stocks have beat the market in the past?" What does that tell us about the future?"
    Uhh, the 'best' stocks are likely to do so again, that's the point.

    Buy an index that has good, bad, and ugly ... or simply buy good at fair or under value.
    May 31, 2014. 09:23 PM | Likes Like |Link to Comment
  • Why Solazyme's High-Oleic Oils Are Needed Now [View article]
    I should add, I'm thinking hard about selling some 12/20 $9 puts ... cash secured\/
    May 30, 2014. 06:49 PM | Likes Like |Link to Comment
  • Why Solazyme's High-Oleic Oils Are Needed Now [View article]
    "take advantage of buying and selling on volatility"
    That's what options are for ...

    I'm long, but sell way out of the money covered calls on some of my lots.
    I'm not aggressive, but in the last year the options trade have netted 4% of my investment. The downside is that some of my roughly $10 investment gets called away at $15.
    May 30, 2014. 06:17 PM | Likes Like |Link to Comment
  • Retirees Please Don't Index, You Deserve Better Than Average [View article]
    Robert,

    The 'rules' presented were not "selecting the DAs" but instead:

    "All you have to do is stick with the highest quality blue-chip dividend-paying stocks and be careful to only invest in them when they are at fair value."

    The definition of what constitutes 'highest quality' is a subjective matter that each individual investor determines via due-diligence. The aspect of what constitutes 'fair value' is outlined.

    The implication that a simple screen is all it takes to 'outperform' is a strawman.
    May 30, 2014. 04:52 PM | 1 Like Like |Link to Comment
  • Retirees Please Don't Index, You Deserve Better Than Average [View article]
    Douglas, Don't confuse 'average' with 'median' ...
    Also, a 'market return' IMO is neither.
    May 30, 2014. 01:45 PM | Likes Like |Link to Comment
  • Fresh 52-week highs for Apple following Goldman PT hike [View news story]
    D-Day
    May 30, 2014. 01:24 PM | 2 Likes Like |Link to Comment
  • If I Were Starting All Over Again [View article]
    There is AK ...
    No income or sales taxes, property taxes are low.
    To add, each year, residents get a check from the state ...
    May 21, 2014. 11:02 AM | Likes Like |Link to Comment
  • Current Market Levels Indicate Caution Not Panic: Part 1 [View article]
    chuck,

    "Thanks to technological advances, productivity has grown at a mind numbing pace. However, it seems to be overlooked and/or ignored by many. Especially, by those of a cynical or pessimistic nature."

    I believe this is probably what partially constitutes a "this time is different" outlook I subscribe to. It's not the technological advances, or productivity growth, but rather the pace of adoption of them. Technology and productivity improvements have occurred forever, substantial ones are labeled 'revolutionary'.

    The pace of adoption of recent advances and productivity improvements is staggering in comparison.
    May 15, 2014. 03:10 PM | Likes Like |Link to Comment
  • Solazyme: Key Takeaways And Insights From The Q1 2014 Results [View article]
    SZYM isn't a biofuel/energy company, they demonstrated some capability there to gain the grant from the gov, but that's been the extent. So, your first 'need' is met.

    As for startup, clinton is producing, and moema is starting. They have gone beyond lab, and are passing through the 'most difficult times'.
    May 13, 2014. 04:36 PM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 06:15 PM | 3 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, 2014. 04:29 PM | 8 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, 2014. 03:43 PM | 1 Like Like |Link to Comment
COMMENTS STATS
708 Comments
974 Likes