Seeking Alpha

Bill913

Bill913
Send Message
View as an RSS Feed
View Bill913's Comments BY TICKER:
Latest  |  Highest rated
  • My Fourth Quarter Portfolio Review [View article]
    Welcome back Bob and thanks for the report.
    By what criteria do you establish fair value for a stock? Do you consider yield on cost in your decision to sell a stock?
    Feb 13 07:27 PM | Likes Like |Link to Comment
  • Why I'm A Passive Investor (And You Should Be Too) [View article]
    "Bridgeway Blue Chip 35 Index (BRLIX) is a passively managed fund that buys and holds the largest 35 stocks by market cap and equal weights them. There's no manager deciding which stocks to buy and no manager trying to time the market. But, there's no index of such a group of stocks. Fund families like Bridgeway, Dimensional Fund Advisors (DFA), Wisdom Tree, AQR, and others, provide a group of passively managed funds."
    "A passive investor might have allocations to small stocks, small and large value stocks and REITs that don't mimic the allocation of the total market. Clearly that would be an "active" decision to not look like the market. However, if it's implemented using passively managed vehicles - the investor is being passive accepting the returns of the asset classes in which they invest."
    I trust my ability to select stocks (Dividend Aristocrats, Morningstar Builder or Harvest stocks, and Schwab "A" rated stocks) rather than choosing from all of the options mentioned above. I try to buy stocks that I plan on keeping forever. I try to avoid a lot of risk. I don't compete with the S&P to see who wins each year. If I'm disappointed with my results then I know who to blame and decide what to do.
    Feb 11 10:04 PM | 2 Likes Like |Link to Comment
  • What Exactly Is So Objectionable About Obamacare? [View article]
    Our healthcare system is not dysfunctional, our government is. We need tort reform. The restriction on health insurance companies from operating across state lines should be abolished. When royalty from Saudi Arabia need major health care they come to the US. Some doctors in Ireland (gov't health system) are being forced to work 100 hours per week. This is another liberal wealth transfer program. Our demographics make this program a guaranteed failure.
    Oct 11 12:53 AM | 6 Likes Like |Link to Comment
  • Panera Bread: A Simple Strategy Shift To Double Shares [View article]
    "I believe this has occurred because management realized several years ago that franchisee-owned stores were outperforming company-owned stores and decided to improve the business simply by buying out franchisees."
    I labored thru this article twice looking for the punch line. Do you really think turning over a well run business to someone producing poorer results is a way to " improve the business"? It's a "recipe" for medocrity. Panara is a niche with high brand loyalty. The have high name equity but very low product equity. Every item on the menu can be purchased elsewhere, usually fresher and at a lower price.
    May 17 12:08 PM | Likes Like |Link to Comment
  • 6 Dividend Growth Stocks I Wish I Owned [View article]
    All of these have fairly high pe ratios and very low dividend yields. SHW has a share price of $164, a pe of 27, a div yld at 1.22% on the $2/share dividend and an ave div grth rate of 10.1% per year. This means if I bought the stock today and the dividend grew at 10.1% for 5 years, the yield on cost would still be less than 2%. Right?
    Mar 7 12:15 PM | 2 Likes Like |Link to Comment
  • The Young And Restless Update: This Aggressive Portfolio Is A Premium Performer [View article]
    No, you have obviously done some great research as the results show. Are you making all of your buy/sell decisions based solely on the fundamentals of each stock or are you screening a certain criteria?
    As for AAPL, I have also recently sold my long term positions. Although the I Phone is still the leader the technolgy advantage has narrowed so that premium pricing is more difficult. I use AAPL strictly for trading options.
    Thanks again for sharing your work.
    Mar 1 10:07 AM | Likes Like |Link to Comment
  • The Young And Restless Update: This Aggressive Portfolio Is A Premium Performer [View article]
    "Selling Apple happened rather quickly, but I made the determination that the company has been facing product development issues, as well as margin erosion. The fact that they are sitting with $150 million in cash and not using the money to innovate right now told me that the company has become a value stock rather than a growth stock."

    Apple has cash reserves of approximately $137 BILLION!
    Mar 1 12:56 AM | Likes Like |Link to Comment
  • My 2012 Top And Bottom Performing Dividend Stocks [View article]
    Most, if not all, of the best performers were down in 2011. Good reason to stick with companies that have delivered good returns over long periods.
    Jan 23 11:04 AM | 1 Like Like |Link to Comment
  • Why I Sold My Verizon Stock (And Why I'm Not Looking Back) [View article]
    Depends on why you own it. VZ yields 4.8% even with the high pe. VOD yielding 3.9% with a very low pe. My VZ shares are paying a very high yield on cost and as long as they can do that I'm holding. VOD is a better choice for purchase but that doesn't make VZ a bad choice to hold.......depending on why you own it.
    Jan 23 10:53 AM | 1 Like Like |Link to Comment
  • The Ultimate Buy (Votes) Now, Pay Later (With OPM) Presidency [View instapost]
    Dr Price, you speak the truth. Ironically those who blindly support this fraud are the very ones that will suffer the most.
    Dec 27 05:42 PM | 4 Likes Like |Link to Comment
  • Plan C. Acknowledging there is no time to craft a "grand bargain" before year end, the President urges Congress to pass a stopgap measure, saying he'll immediately sign a bill allowing unemployment benefits to continue and preventing tax hikes on those with income under $250K/year. [View news story]
    Give me one example of Obama's leadership. Being the biggest spender of taxpayer money in history doesn't count. He is absolutely worthless as a president and will very likely cause the permanent collapse of our society as we know it, which unfortunately I believe is his intention.
    Dec 23 07:56 PM | Likes Like |Link to Comment
  • Build On Your Dividend Growth Portfolio's Core To Meet Current Retirement Goals [View article]
    Thank you for a very thought provoking and idea rich article.
    2 questions,
    1st, after identifying the stocks you want to own do you use any type of entry/purchase criteria?
    2nd, you mentioned Morningstar but do you use any other rating to influence your stock selections?
    Dec 18 12:16 AM | Likes Like |Link to Comment
  • How To Profit From Gold's Trading Range [View article]
    What determines the strike prices that you use? Support/Resistance, Std Deviation, % move from current price?
    Nov 21 04:25 PM | 1 Like Like |Link to Comment
  • Why The Stock Market Is Rooting For Obama [View article]
    I'll take my chances with Romney. Obama hasn't demonstrated a total disregard for the law if it conflicts with his promise to "transform" America. Jim Rogers suggested years ago that we should learn Mandarin Chinese. If Obama wins that will prove to be the very good advice.
    Nov 3 09:10 PM | 5 Likes Like |Link to Comment
  • Premium Portfolios: Is Buy And Hold Dead And Gone? (Part 1) [View article]
    "The allocation will be the same for each stock, 100 shares purchased initially"
    Share prices range from 18 to 199 for the stocks mentioned so the value of each position is going to range from $1,800 to $19,900. Why would the allocation not be based on equal dollars instead of equal shares?
    May 15 11:52 PM | 1 Like Like |Link to Comment
COMMENTS STATS
25 Comments
39 Likes