Seeking Alpha

reh4082

reh4082
Send Message
View as an RSS Feed
View reh4082's Comments BY TICKER:
Latest  |  Highest rated
  • ModernGraham Annual Valuation Of United Parcel Service Inc. [View article]
    Watch the results on the on line retailers. These enterprises can be the canary in the coal mine for both UPS & FedEx.
    Nov 8, 2014. 09:12 AM | Likes Like |Link to Comment
  • Analyzing Berkshire Hathaway Using The 4 Filters Test [View article]
    Excellent article and great comments from everyone else -

    Once Warren and Charlie are no longer guiding the company, does anyone think the company would pay a dividend to the stock owners? I've owned WMT for 20 years and during the early years the dividend was nothing to be excited about. Now their dividend provides a meaningful source of quarterly cash flow.

    Warren is opposed to paying dividends to shareholders however nearly all of the companies he make investments on are dividend paying enterprises. I'm nearing retirement and own a some IBM which is on my to sell and harvest some tax losses list. I was thinking of using the proceeds to purchase some Berkshire B stock - not quite a washed sale! I'm not reliant on dividend income on all of my savings so I am wondering if today's valuation a decent entry point?
    Oct 25, 2014. 10:45 AM | Likes Like |Link to Comment
  • Comparing 'Sleep Soundly' CEF And ETF Portfolios [View article]
    1st rate article - very well presented and thoughtful - and your replies to the various comments also are as of high quality and as thoughtful. I do have a question - is your portfolio designed to fund your living expenses on a quarterly or monthly basis? Or do you start the year with a portion of cash and allow the dividends to accrue?
    Sep 14, 2014. 11:35 AM | Likes Like |Link to Comment
  • The Demise Of Whole Foods Is A Fallacy [View article]
    Enjoyed the article and own WFM for several years - great company - culture and management and employees - nominal debt -what's not to like?
    Jul 28, 2014. 08:19 PM | Likes Like |Link to Comment
  • Whole Foods Is Not A Buy Here [View article]
    I own the stock and will buy some more - I often shop there and every time I visit the store I smile and feel good - there's energy there with the shoppers and the employees. I think the stock will do well - even with these drops in the stock - the long term will prove owning it was a solid investment -
    Jul 10, 2014. 07:36 PM | 1 Like Like |Link to Comment
  • Medtronic Covets Covidien, But It Could Do So Much Better [View article]
    Enjoyed your article - very thoughtful and well researched - Thanks
    Jun 27, 2014. 10:10 PM | 1 Like Like |Link to Comment
  • Why Investors Should Sell AbbVie And Buy Gilead Sciences [View article]
    thank you for your insights - I will be keeping what I already own - your insights are thoughtful and helpful - however - I think their management is pretty savvy and will maintain good equity values for shareholders
    Jun 24, 2014. 07:19 PM | 4 Likes Like |Link to Comment
  • Abbott Laboratories: Recent Emerging Market Acquisitions Boost Growth Profile [View article]
    good information - thank you. I own both issues since the split and will sit tight for a year or more -

    I wonder if they will be moving out of Illinois in the near future - if they can't acquire an Irish based company?
    Jun 24, 2014. 07:12 PM | Likes Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part VIII - A Year Later [View article]
    Thanks for the reply - good to see the low trading expenses too - I think you will find the tax advantages to covered call income will be a nice surprise too.
    Mar 23, 2014. 01:39 PM | Likes Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part VIII - A Year Later [View article]
    I enjoyed your article and I learned a few things. I'm wondering how much your trading costs are during the year? Sometimes those expenses will place a good dent in your return. I also thought to suggest writing some covered calls on a small portion of your RTN - I had a large similar position on WMT - and the covered calls helped add some income during its trading range. If you keep the covered call positions very modest - it won't cause too much of a capital gain bite if called away.

    Good luck & thanks for the nice article
    Mar 22, 2014. 11:08 AM | 1 Like Like |Link to Comment
  • This Could Be The Perfect ETF For A Roth IRA [View article]
    Great article - I've owned Guggenheim's RSP and CVY within my Roth - and have rounded out the balance with PowerShare PCEF -
    1/5 RSP, 3/5 CVY & 1/5 PCEF - PCEF has been a great yield machine but perhaps what you suggest would have been much better - I'll know soon after back testing - thanks again.
    Nov 29, 2013. 10:36 AM | Likes Like |Link to Comment
  • Listed Private Equity: From Skeptic To Believer [View article]
    Within some managed accounts I noticed that some managers avoided PSP and others because these include the whole group of PE while perhaps you'd be better off owning the best of breed - such as Appolo, Blackstone and Cargyle
    Nov 29, 2013. 10:18 AM | Likes Like |Link to Comment
  • Should You Buy Realty Income At Current Prices? [View article]
    Extra great article - just started my monthly purchases of 100 ss of O this week. Many of the follow up articles are also very well articulated too. Owning a diversified portfolio of REITS and companies like COP and others is the way to go. I'll start looking at RD.A very soon Thanks to everyone who have contributed to this article.
    Nov 27, 2013. 08:41 PM | Likes Like |Link to Comment
  • Realty Income: Should You Buy At $40 Per Share? [View article]
    A very good article - THANK YOU - really insightful and merits consideration - with dollar cost averaging i.e.. buying a bit (more) now and a bit more later might prove to be a beneficial strategy for long term investors - there's nothing like seeing a bit a "cha-ching" hitting your brokerage account each month -

    I will be looking to see how insiders are doing - many of the REITS have been mauled recently during the last few months - so looking at what the insiders are doing could be a component to include within anyone's investment action plan.
    Nov 10, 2013. 09:30 AM | Likes Like |Link to Comment
  • Blue Chip Dividend Investing Without A Lid [View article]
    Another excellent article - I have some XLU & CVY which I've been contemplating selling and using the proceeds to reallocate in some of the equities you have indicated - your materials are very helpful for my getting a decision point - Thanks for your thoughts and everyone's comments.
    Oct 27, 2013. 10:56 AM | Likes Like |Link to Comment
COMMENTS STATS
31 Comments
15 Likes