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jlalbalos

jlalbalos
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  • 7 Stocks For Quality, Growth, Dividend Consistency & Reasonable Prospect Of Gain [View article]
    On dips this quarter I initiated positions in TROW and BAX, and added to my existing QCOM position. I'm also looking at EV as a future addition to my portfolio.
    Aug 14 04:23 PM | Likes Like |Link to Comment
  • New Residential reports inline results, sets reverse stock split [View news story]
    Agreed and spent the last of my dry powder initiating a half position yesterday at $6.07.
    Aug 6 12:30 PM | Likes Like |Link to Comment
  • The Best Dividend Growers, Part 23: Union Pacific [View article]
    Thanks for the article, Stan. I've missed your past ones but plan on going back through them.

    A couple of notes...

    Since KSU started dividends in 2012 they are ranked 2nd in growth. UNP is 1st, KSU is 2nd, CSX is 3rd, and NSC is 4th. KSU also has rail lines through Mexico and in Panama.

    Payout ratios are good across the board. Lowest to highest, we have KSU at 24%, UNP at 33%, CSX at 34%, and NSC at 34%.

    I don't think there is a bad one in the bunch. I plan on owning at least three of the four. Currently long CSX and KSU, with plans on picking up some UNP when my dry powder and its value pricing line up.
    Aug 6 12:35 AM | Likes Like |Link to Comment
  • Qualcomm: China Problem A Buying Opportunity? [View article]
    Picked up more shares on the dip.

    Long QCOM
    Jul 26 12:58 AM | Likes Like |Link to Comment
  • More on Questcor Q2 results [View news story]
    If voting goes as expected.
    Jul 24 11:27 PM | Likes Like |Link to Comment
  • High Quality Stocks For Late Stage Bull Market (27 Stocks) [View article]
    Excellent article, Richard. Also appreciate the BarChars and StockChars links, and as Bob mentioned, "Lots of food for further due diligence."

    Of the HQS stocks, I'm long GWW, MSFT, QCOM, and have MON and UNP on my list.

    Of the BPS stocks, I'm long TROW, and have BAX, BF.B, CLB, COST, EV, FDS, and JKHY on my list.
    Jul 24 04:53 PM | Likes Like |Link to Comment
  • Oracle - Long Awaited MICROS Deal Finally Materializes [View article]
    Picked some up @ 39.99, and would probably look at more if it decided to drop into the 37s.

    I also think the Micros deal is a very nice addition that will help move ORCL forward.
    Jun 25 02:13 AM | Likes Like |Link to Comment
  • Fifth Street Finance: BDC Dividend Coverage Part 16 [View article]
    Buzz, appreciate all your articles. Currently looking at FSC, MAIN, FSIC, NMFC, and GBDC.

    Long ARCC, MCC and PFLT.
    Jun 24 11:48 PM | Likes Like |Link to Comment
  • Doubts linger about the new Coach [View news story]
    They are decreasing in the discount area.
    Jun 20 02:19 PM | 1 Like Like |Link to Comment
  • Coach - No Room For Strategic Failure [View article]
    Just picked up a 1/2 position at $34.79.
    Jun 20 11:31 AM | Likes Like |Link to Comment
  • Philip Morris International Is Where The Fairly Valued Dividends Are Hiding [View article]
    BTI might be a little better buy just now. But I agree, now may not be the best time for either. A small pullback and I'd probably look hard at adding shares of both.

    Long BTI, PM, RAI.
    Jun 20 12:20 AM | Likes Like |Link to Comment
  • Coach - No Room For Strategic Failure [View article]
    If, they can blend the seasonal fashion into their new product lines and market them correctly, this stock is a value. But...

    Currently $35.32...taking another look this.
    Jun 19 12:17 PM | Likes Like |Link to Comment
  • Coach - No Room For Strategic Failure [View article]
    If this dips to the mid 35's, gonna take a hard look at a 1/3 position.
    Jun 19 11:50 AM | 1 Like Like |Link to Comment
  • The Rookie Retirement Portfolio: Am I Diversified? [View article]
    Starting through a very low fee brokerage firm should allow you to split between your two top matching picks in each sector. Your example is either, KO or PEP, but you could do a split and get 1/2 KO and 1/2 PEP. In essence you'd look something like...

    First set:
    KO - $250.00
    PEP - $250.00
    ---------------
    Second set:
    WEC - $250.00
    WTR - $250.00
    ---------------
    Third set:
    BAX - $250.00
    STJ - $250.00
    ----------------
    Fourth set:
    TXN - $250.00
    QCOM - $250.00
    ----------------
    Fifth set:
    WPC - $250.00
    O - $250.00

    The same process really. All it does is add a small layer of diversity within each sector you are starting out in.


    BTW, nice article. This really helps to solidify a path I'm hoping to help my niece start down, and later on my two. I've started a savings and investment how to and goals for them, and this will help to fine tune and finish.
    Jun 17 01:35 PM | 2 Likes Like |Link to Comment
  • I Have No Fear Of A Market Crash Or A Significant Correction, Here's Why: Part 1 [View article]
    Chuck, well done.

    Several are on my watch list, with a few of those on my active shopping list. Like most, just waiting on better entry prices, but if they hit before others on my list, I'll own: GWW, SHW, HRL, VFC...SIAL is on my watch list but their total return numbers are currently too low.
    Jun 14 02:03 AM | 1 Like Like |Link to Comment
COMMENTS STATS
61 Comments
39 Likes