tag:blogger.com,1999:blog-5232481098066200105.post8292762604197929245..comments2024-02-21T05:09:47.829-05:00Comments on Compounding Income: Sale - INTC / Purchase - PMCompounding Incomehttp://www.blogger.com/profile/04207986983526689578noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-5232481098066200105.post-85868997474796822832013-09-13T19:36:32.356-04:002013-09-13T19:36:32.356-04:00Thank you for sharing your perspective, I really a...Thank you for sharing your perspective, I really appreciate it! Obviously you have a lot more investing experience and wisdom than I do. Thank you. I have noticed the volatility you speak of. <br /><br />Please keep in mind I still own 92 shares and have not completely abandoned Intel. 92 shares is currently worth over $2,000 which is more than I earn on a payday. I have no plans to sell my remaining shares, and hope everything works out for this company. If it does, INTC can go back to raising dividends. <br /><br />Fun fact: INTC was the first stock I ever owned in my entire life. I bought (on a recommendation from my dad) around $2,000 worth in the 90's which went up something like 1,000% back when it was a growth stock. Intel paid for my first car. Compounding Incomehttps://www.blogger.com/profile/04207986983526689578noreply@blogger.comtag:blogger.com,1999:blog-5232481098066200105.post-55979076071520980892013-09-13T13:33:33.774-04:002013-09-13T13:33:33.774-04:00I have followed Intel for 20 years. As historical ...I have followed Intel for 20 years. As historical perspective, it is an amazingly volatile stock, and they have a history of major misses and warnings. Yet over the long haul, they have always managed to get back on track. Obviously it is very possible for a company to successfully adapt for years and then fail, so I'm not making any prognostications. I'm just pointing out that they've been in this situation before. Only time will tell what happens this time.S. B.http://www.saveinvestgive.comnoreply@blogger.comtag:blogger.com,1999:blog-5232481098066200105.post-74917445278776156072013-09-09T21:44:29.639-04:002013-09-09T21:44:29.639-04:00Yes it's make or break time. I'm fairly c...Yes it's make or break time. I'm fairly conservative and am not one to place big bets on future technology. You know I don't like tech stocks, it's not my style.<br /><br />Replacing BWP and INTC the past couple months has dramatically increased the quality of my holdings, which I'm very pleased about. I have a couple other holdings I might reevaluate in the future, but I'm extremely happy with this path towards high quality.<br /><br />MO continues to surprise me each and every year! Incredible! I had 3 potential replacements in mind here: PM, MO, and KMI.Compounding Incomehttps://www.blogger.com/profile/04207986983526689578noreply@blogger.comtag:blogger.com,1999:blog-5232481098066200105.post-82108312285606912342013-09-09T21:02:06.108-04:002013-09-09T21:02:06.108-04:00CI,
I can't blame you here. INTC is in a toug...CI,<br /><br />I can't blame you here. INTC is in a tough spot. The only reason I'm holding is because they are on the cusp of either making it or not making it. Future visibility regarding success in mobile will be much greater later this year and early in 2014. If there isn't much traction at that point I'll be out. <br /><br />Regarding PM, I'd join you in buying but I have a larger weighting than I'd like to have already and buying more would just further tilt that scale. However, like you say my portfolio will fill in around that position organically as it grows so I don't mind temporary alignment/balance issues as long as they're corrected eventually. I'd also be happy with a 6% or so raise, but I think we might see as high as 10% or so. MO definitely surprised to the upside. <br /><br />Best wishes!Dividend Mantrahttp://www.dividendmantra.comnoreply@blogger.com