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curreyr

curreyr
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  • Retirees Please Don't Index, You Deserve Better Than Average [View article]
    I have roughly 30 positions at a current yield of 3.5%. About half of it is from the CCC universe with others probably becoming challengers soon.
    Jun 3, 2014. 01:32 PM | Likes Like |Link to Comment
  • My Dividend Growth Portfolio's 6th Birthday Report [View article]
    "There isn't a term that I'm aware of that's used to identify what you call YOC."

    I'd refer to it as 'yield on amount invested'. This isn't something I personally track other than anecdotally might refer to a holding as 'house money' (e.g. selling half of a holding which doubled)
    Jun 3, 2014. 01:12 PM | 1 Like Like |Link to Comment
  • Retirees Please Don't Index, You Deserve Better Than Average [View article]
    Roman,
    Define an active strategy.
    I'm guessing it doesn't involve 'buy at value and monitor'.
    So the point of that study is what?
    Jun 2, 2014. 03:10 PM | 1 Like Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    sometimes the 10b5's are used to exercise options with the sale to cover the tax implications (aka. sell to exercise). With a probably ~43% withholding rate in CA, exercising an option in order to lock in a basis at say $10, could mean a tax bill of $2.15 (e.g. $5 NQSO strike, current $10).

    This could be considered to be a 'long' position since the insider expects the $10 basis to be cheap a year later. At that point, the $10 basis becomes a long term cap. gain.
    Jun 2, 2014. 02:26 PM | 1 Like Like |Link to Comment
  • Retirees Please Don't Index, You Deserve Better Than Average [View article]
    There are a number of comments here referring to 'average' without a qualification (statistically) on what they refer to 'average' as being.

    There is "arithmetic average' which is properly referred to as the 'mean'.
    There is "distribution average' which is properly referred to as the 'median'.
    In a colloquial sense, many people assume these are the same. The reality is they only are in a normal distribution.

    The quote "There are three kinds of lies: lies, damned lies, and statistics" (M. Twain) is pretty relevant. In the case of statistics being used, the word 'average' is often utilized to perpetrate the lie.

    For example:
    The average net worth of residents of Omaha, Neb. is above the national average.
    The average net worth of residents of Omaha, Neb. is below the national average.

    Let's assume the 'national average' has a mean and median relatively closer than that of the distribution of 'Omaha, Neb.' (this because of the notable resident of said city).
    I can make a case that both of the above statements is true. I simply need to pick the 'average' I use.
    Jun 2, 2014. 01:06 PM | 2 Likes Like |Link to Comment
  • 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
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