The Weekender
Aviate - at Seeking Alpha - Sun May 17, 7:39AM CDT
Rising rates, banks, beta and the pain trade We note a strategy piece by a well-respected strategist this week (JPMorgan) used the word ' reflation ' - one all but removed from investment parlance - with respect to the bond market's rather vicious...
WMT: 79.50 (+0.26), RBS: 11.07 (-0.06), SPY: 212.48 (+0.04), LYG: 5.56 (-0.07), AV: 16.76 (-0.34), MR: 27.53 (-0.03), PSO: 20.87 (+0.03), LBTYK: 49.26 (-0.17), TI: 12.34 (-0.19), LBTYA: 51.39 (-0.21), BHP: 48.82 (-2.73), TEF: 14.74 (-0.14), DIA: 182.28 (-0.20), ING: 16.37 (-0.22), RIO: 46.00 (-0.13), PHG: 27.85 (-0.48), VOD: 36.68 (-0.36), QQQ: 109.55 (-0.03)
Ranking My Portfolio On Yield, DPR, Chowder Number And Discount Rate
Mark Farragher - at Seeking Alpha - Wed Dec 17, 6:00PM CST
Earlier this week I discussed several ranking formulas for the stocks on my watchlist, to help me pick the stock for my next purchase. I created a new ranking formula that combines dividend yield and DPR: YDPR = 10 * Yield + (1 - DPR) I call this...
UL: 44.65 (-0.25), AAPL: 129.28 (+0.51), BLT: 11.99 (-0.14)
Income Recap - November 2014
Mark Farragher - at Seeking Alpha - Mon Dec 01, 5:25PM CST
When building a stock portfolio for dividend growth investing everybody agrees that it is wise to diversify. Investing $50k in one company is obviously a bad idea. What if the stock suddenly crashes? But invest $1k in 50 different companies and...
AAPL: 129.28 (+0.51)
Portfolio Recap: November 2014
Mark Farragher - at Seeking Alpha - Fri Nov 28, 3:25AM CST
Every month on the 8th and the 24th I invest €1,000 in new stocks. In 15 years , my stock portfolio will grow large enough for me to be able to pay off all my monthly expenses with dividend income alone. On that day (on my 59th birthday), I can...
AAPL: 129.28 (+0.51), BBL: 46.25 (-2.42)
Suez Environnement - A Good European Water And Waste Utility With 11% Upside And Excellent Long Term Prospects
Mark Farragher - at Seeking Alpha - Wed Nov 26, 12:34PM CST
Water Stocks: Great Promise But At What Cost?
Roger S. Conrad - at Seeking Alpha - Sun Oct 19, 10:55AM CDT
AWR: 38.12 (-0.26), PCG: 52.47 (+0.46), AWK: 53.42 (-0.23), CTWS: 35.87 (-0.17), AEGN: 18.68 (-0.07), WTR: 26.44 (-0.07), CG: 29.83 (+0.10), MSEX: 22.01 (+0.03), CWCO: 11.70 (-0.08), SJW: 29.75 (-0.01), CWT: 23.80 (-0.10), YORW: 22.90 (-0.12)