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: 73.12 (+0.34), RBS: 10.73 (+0.26), SPY: 207.48 (+2.58), LYG: 5.28 (+0.12), AV: 16.38 (+0.41), MR: 26.11 (+0.38), PSO: 19.11 (+0.56), LBTYK: 47.78 (+1.54), TI: 13.19 (+0.48), LBTYA: 50.86 (+1.87), BHP: 39.47 (+1.07), TEF: 14.62 (+0.87), DIA: 177.41 (+2.15), ING: 16.98 (+1.00), RIO: 39.14 (+0.61), PHG: 26.26 (+1.11), VOD: 36.46 (+1.07), QQQ: 107.65 (+1.62)
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 (+1.64), AAPL: 123.28 (+3.21), BLT: 8.88 (+0.06)
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: 123.28 (+3.21)
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: 123.28 (+3.21), BBL: 38.05 (+1.05)
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: 38.85 (+0.69), PCG: 51.12 (+0.42), AWK: 50.79 (+0.61), CTWS: 35.15 (+0.24), AEGN: 17.91 (+0.21), WTR: 25.41 (+0.27), CG: 27.44 (unch), MSEX: 22.97 (+0.41), CWCO: 12.70 (+0.09), SJW: 30.89 (+0.40), CWT: 23.63 (+0.39), YORW: 22.30 (+0.69)