Stocks that were considered as best dividend paying stocks 2015 took a nose dive last month. Power and gas posted their another major drop since the financial crisis. That's even though every other sector of the market continued to cruise higher in February.

Managers taking care of many dividend-focused mutual funds alerts investors for more swings.

They are considering last month as a sneak preview of volatility that was in store as after many talks and debates interest rates finally climb, and as a result managers of dividend-focused funds changed their playbook in anticipation.

Warren Buffet?!  -Really?  C'mon... 

That's institutional stuff.  Go with your own accumulated wisdom.

Quote from: kit saginaw on March 20, 2015, 07:19:58 PM
Warren Buffet?!  -Really?  C'mon... 

That's institutional stuff.  Go with your own accumulated wisdom.

Yep, like asking a Dodge car salesman which vehicle should you be looking at, Toyota or a Saab and expecting an answer with your best interests at heart.

Quote from: Solar on March 21, 2015, 06:59:09 AM
Yep, like asking a Dodge car salesman which vehicle should you be looking at, Toyota or a Saab and expecting an answer with your best interests at heart.

Precisely.  And you mentioned 'heart'.  To me, it just seems natural to put your heart into each transaction.  I research a company until it becomes apparent that I should buy-into or not buy-into.

Here's a typical news-blip, pertinent to the way I research:

Fees for ships to go through the Panama Canal have tripled in the past five years to $450,000 per passage for a vessel carrying 4,500 containers, Skou said (Soeren Skou, chief executive officer for the Maersk Line in Singpapore). The distance from China to the U.S. east coast via the Suez Canal is about 4 percent to 5 percent more, he said.

A $5.25 billion expansion of Panama Canal, the waterway handling 5 percent of global trade, will open by June 2015, six months later than originally planned. The canal connects the Atlantic and Pacific oceans and is used by as many as 14,000 vessels a year.

Whether Maersk will use the Panama Canal after the expansion will depend on the economics, Skou said.

Then visit Maersk's Copenhagen site and see who's sending what where, and when, depending if the Canal-construction is finished.  Hell, research the companies that are constructing the Canal too.  They'll be some of the World's big boys:  Impreglio (Italy), Jan de Nul (Belgium), Sacyr (Spain)...

Isn't this fun?    It actually kinda is...  That's how you inject your heart into investing.

 

Quote from: kit saginaw on March 21, 2015, 04:30:58 PM
Precisely.  And you mentioned 'heart'.  To me, it just seems natural to put your heart into each transaction.  I research a company until it becomes apparent that I should buy-into or not buy-into.

Here's a typical news-blip, pertinent to the way I research:

Fees for ships to go through the Panama Canal have tripled in the past five years to $450,000 per passage for a vessel carrying 4,500 containers, Skou said (Soeren Skou, chief executive officer for the Maersk Line in Singpapore). The distance from China to the U.S. east coast via the Suez Canal is about 4 percent to 5 percent more, he said.

A $5.25 billion expansion of Panama Canal, the waterway handling 5 percent of global trade, will open by June 2015, six months later than originally planned. The canal connects the Atlantic and Pacific oceans and is used by as many as 14,000 vessels a year.

Whether Maersk will use the Panama Canal after the expansion will depend on the economics, Skou said.

Then visit Maersk's Copenhagen site and see who's sending what where, and when, depending if the Canal-construction is finished.  Hell, research the companies that are constructing the Canal too.  They'll be some of the World's big boys:  Impreglio (Italy), Jan de Nul (Belgium), Sacyr (Spain)...

Isn't this fun?    It actually kinda is...  That's how you inject your heart into investing.

Yes, it is actually fun, though I never risk my own money, I just do it to see how I would have done.
But it never fails, when I would have hit it big, another entity always jumps in the game and (for lack of a better descriptor) they steal dividends.

I had actually made an offer to Avia shoes, and just when I was ready to move, Penske jumped in a bought the company, another was Trace industries, same thing happened.
It's the players with the deep pockets that always seem to have their feelers out for bargains on quality products.

And both companies today produce crap.

Quote from: Solar on March 21, 2015, 06:55:07 PM
Yes, it is actually fun, though I never risk my own money, I just do it to see how I would have done.
But it never fails, when I would have hit it big, another entity always jumps in the game and (for lack of a better descriptor) they steal dividends.

I had actually made an offer to Avia shoes, and just when I was ready to move, Penske jumped in a bought the company, another was Trace industries, same thing happened.
It's the players with the deep pockets that always seem to have their feelers out for bargains on quality products.

And both companies today produce crap.

You're doing exactly the right thing by avoiding falling in-love with your 'pick'.  The true beauty lies in your 'system', which gave you the pick.  The endless test runs...  Seeing what happens.  Tweak it a bit.  And when you become damned good at recognizing bargain-situations, it's still more alluring to continue testing... because you'll always have your system. 

Yeah, the 'clever money' will be going-for the same bargain at around the same time, but your system will be saying; pull the trigger anyway.  You realistically only need about 1-to-2 killings a year.  And your system probably won't give you more than 3-or-4.   

Quote from: kit saginaw on March 22, 2015, 07:58:36 PM
You're doing exactly the right thing by avoiding falling in-love with your 'pick'.  The true beauty lies in your 'system', which gave you the pick.  The endless test runs...  Seeing what happens.  Tweak it a bit.  And when you become damned good at recognizing bargain-situations, it's still more alluring to continue testing... because you'll always have your system. 

Yeah, the 'clever money' will be going-for the same bargain at around the same time, but your system will be saying; pull the trigger anyway.  You realistically only need about 1-to-2 killings a year.  And your system probably won't give you more than 3-or-4.   

I still play the odds like a monkey playing a dart board with about the same accuracy, actually better than most of these so called experts.
But I dropped the thought of risking money this late in life. I don't have any bills outside of Internet and phone, so I don't need more, let alone more headaches that accompany worrying if I made a wise investment.

My idiot brother sunk several grand into the Vietnamese dong recently.
He was certain he'd be a millionaire within the week, and that was months ago. His idiot friend that believes the oil Co's that steal these water powered car patent ideas (conspiracy freak), is always looking for a shortcut in life, and the two of them really thought they had the mkt pegged this time.

I warned them, but they had already gone and took the plunge. His friend spent 50K of borrowed money to ump in the septic tank..

Hoo boy.  Yeah...  Someone else's info clouds your own unless you have full faith in your research.  Plus you can be involuntarily 'pressured' to commit.

By killing, I meant risking a grand-or-so and quadrupling it.  I'm not interested in anything other than about 4-grand a year.  Don't wanna attract attention. 

Here's a typical situation my system loves:

http://www.spiegel.de/international/world/mining-the-gobi-desert-rio-tinto-and-mongolia-fight-over-profits-a-915021.html

http://www.marketwatch.com/investing/stock/IVN

A mining-quandary in which a third-party bought exploration-licenses from the second-party.  But it's more fun to watch. 

Quote from: kit saginaw on March 23, 2015, 07:53:39 PM
Hoo boy.  Yeah...  Someone else's info clouds your own unless you have full faith in your research.  Plus you can be involuntarily 'pressured' to commit.

By killing, I meant risking a grand-or-so and quadrupling it.  I'm not interested in anything other than about 4-grand a year.  Don't wanna attract attention. 

Here's a typical situation my system loves:

http://www.spiegel.de/international/world/mining-the-gobi-desert-rio-tinto-and-mongolia-fight-over-profits-a-915021.html

http://www.marketwatch.com/investing/stock/IVN

A mining-quandary in which a third-party bought exploration-licenses from the second-party.  But it's more fun to watch. 

Aww crap, I had a long reply, and something crapped out when I posted and lost it all.
Suffice it to say, I steer clear where govts are involved, especially corrupt ones like our current Marxist with an agenda.

I was looking at rare earth minerals back before demand grew because it was involved with my field of expertise, but during my research I found a political influence unfolding and knew immediately the chance of a return was negligible at best.

It's also the reason I retired early from alternative energy/solar/wind etc...
Anytime govt interferes with free Mkt, you can be assured the winners have already been chosen.

By the way, your story link would make a damn good movie. 

I'm the biggest Gobi Desert fan I know...   And I like Mongolia; the terrain and the people. 

The situations I avoid involve hypocritical lib-driven corporations.  -And the governments of NK, Venezuela, Cuba, Russia, and anybody doing business in the Middle East.

I can't think of any sectors I intentionally don't look at...   

from me, above:

A $5.25 billion expansion of Panama Canal, the waterway handling 5 percent of global trade, will open by June 2015, six months later than originally planned. The canal connects the Atlantic and Pacific oceans and is used by as many as 14,000 vessels a year.


Okay, boys.  The Canal's just about ready to reopen.  The Atlantic-locks are filled, and the Pacific-locks are almost filled.  YeeeHAWwww... !

http://www.pancanal.com/eng/

Time to start stock-trackin'...