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What Did You Buy Today?
#21
(10-15-2014, 07:20 AM)rapidacid Wrote: Looking to grab more of the following ASAP:

HP
ARLP

Since the time I wrote that yesterday those two are up a combined 20%. So much for screaming deals.
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#22
(10-16-2014, 02:28 PM)rapidacid Wrote:
(10-15-2014, 07:20 AM)rapidacid Wrote: Looking to grab more of the following ASAP:

HP
ARLP

Since the time I wrote that yesterday those two are up a combined 20%. So much for screaming deals.

Don't you hate that? My standing order for HP missed by less than $1.00. Angry
=====
How do they get the deer to cross at that yellow road sign?

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#23
Not today, but end of last week I initiated a small starter position in Apple. Whaaaat? A tech company for a dividend growth investor? Apple started issuing dividends in 2012 and has already raised it 15% in 2013 and 8% in 2014. Current payout is 30%. I think over the long term, Apple will continue raising dividends and envision a similar stock performance as MSFT from the yesteryears - but even better Smile
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#24
Roadmap.

Do you feel that AAPL could continue to sell it's high-end products during a recession?
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#25
Hi Lewys,
I think yes, the company will continue to sell their products well. Overall, I think they have a great brand appeal - and for existing customers, they have a fantastic program for upgrading their phones. Every year or two - people keep going back for their trade-in program. This keeps the customers in the ecosystem and some reports place a brand loyalty of upto 90%.
While iPhone is still their biggest hit, theres only so much they can do with it...and new innovation will have to come in the form of software and/or service (Apple Pay is one example). Other new devices wearables (iWatch), home entertainment (Apple TV hasnt seen good upgrades in years), media (music) are also on the horizon. Another avenue for growth is CarPlay - Apple ecosystem in the vehicles and they have already signed agreements with plenty of luxury and mid-tier car manufacturers. So, theres still a lot of innovation on horizon for Apple...its not dead yet Smile

I have to add that it is a bit of a riskier play - since Apple does not have the track record as other dividend growth companies. So, proceed with caution.
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#26
Disclosure: long AAPL

I think the most interesting thing we'll see from AAPL in the next 5 years will be their role as the vanguard of the overhaul of the current US repatriation tax laws.

Should we get a one time tax holiday or something more long term I'd expect there to be a one time dividend payment of $10 or $20 or some other killer amount.

I think AAPL is solid enough on its own merits to be included in my DGI portfolio, but also I like to have some skin in the game since AAPL is seemingly the focus of approximately 110% of the stock stories written these days.
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#27
(10-20-2014, 12:41 PM)rapidacid Wrote: Disclosure: long AAPL

I think the most interesting thing we'll see from AAPL in the next 5 years will be their role as the vanguard of the overhaul of the current US repatriation tax laws.

Should we get a one time tax holiday or something more long term I'd expect there to be a one time dividend payment of $10 or $20 or some other killer amount.

I think AAPL is solid enough on its own merits to be included in my DGI portfolio, but also I like to have some skin in the game since AAPL is seemingly the focus of approximately 110% of the stock stories written these days.

haha 110% of stock stories. After I added Apple to my Google Finance portfolio, the news stream is full of Apple news (esp considering its earnings release day).

Good point on the US repatriation tax laws. Im in the process of researching how much of my portfolio generates revenue from different countries/geographical regions. The only decent resource I found was this...and this site doesnt seem to support all companies, so Ive had to dig into annual statements for the rest.
http://csimarket.com/stocks/segments_geo.php?code=AAPL

Does anyone know of other resources which gives you this info - a breakdown of revenue sources by geographical location?
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#28
This site looks interesting, tho it doesn't appear to have the same set of stats for all companies

http://www.statista.com/statistics/19326...t-regions/
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#29
Added 10 UTX this morning. They posted strong earnings but opened flat.
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#30
Tomorrow I plan to reduce my V holdings by ~80% and use the funds to add to my ARLP and COP. HP will have to wait another day.
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