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2015-08-27

2015-08-26

  • Dr. Paul Price post a new topic 08-26 09:15
    Peter Lynch Portfolio - Trade Alerts
    Booked a Gain, Started a New PositionOur Peter Lynch Portfolio 29 jumped on this morning’s announcement of Schlumberger’s (SLB) purchase of Cameron International (CAM) in a cash and stock deal. We owned both names in our portfolio so we sold our 67...
    Comment

2015-08-24

  • Dr. Paul Price post a new topic 08-24 17:35
    Peter Lynch Portfolio - Trade Alerts
    Used Today’s Plunge to Make a ChangeReal world trading requires decision-making.Late in the day our Peter Lynch Portfolio 29 sold our 19-share IBM (IBM) position at a loss in order to fund the purchase of 113 shares of the XIV ETN (XIV) . We used the...
    Comment

2015-08-23

  • Dr. Paul Price commented on Jason Fieber's article 08-23 05:43
    Why I Am Buying Walt Disney
    I’m so fortunate to be in a position where I’m able to fairly regularly put capital to work. And I’m not just putting capital to work. I’m...
    View all 5 comments
    Dr. Paul Price 08-23 06:43
    • Using ScotTrade, as you say you do, means paying $7 per trade when buying stocks.

      On small amounts, such as $500 per month in new money, that saps 1.4% of your capital immediately, seriously diluting the net value, during the first holding year, of relatively puny dividends on stocks like Disney. 

2015-08-20

  • Dr. Paul Price commented on Jason Fieber's article 08-20 10:24
    Why I Am Buying Walt Disney
    I’m so fortunate to be in a position where I’m able to fairly regularly put capital to work. And I’m not just putting capital to work. I’m...
    View all 4 comments
    Dr. Paul Price 08-20 11:24
    • Jason,

      Disney is down to around $101 today. Buying at $110.52, as you described, just blew through more than seven years of dividend income as compared to buying at the current quote. 

2015-08-19

  • Dr. Paul Price commented on Cody Eustice's article 08-19 18:10
    Longleaf Partners' Semiannual Report
    Longleaf Partners has released its semiannual report for the first half of the year. The fund discussed its investments and its top holdings....
    View all 1 comment
    Dr. Paul Price 08-19 19:10
    • When 5 and 10-year total returns are a just fraction of the SPY's perhaps it is time to ask if something is amiss.

      A full decade is a long time to be showing horrible results.

       

       
  • Dr. Paul Price commented on Jason Fieber's article 08-19 17:24
    Why I Am Buying Walt Disney
    I’m so fortunate to be in a position where I’m able to fairly regularly put capital to work. And I’m not just putting capital to work. I’m...
    View all 2 comments
    Dr. Paul Price 08-19 18:24
    • In the sevenyears from 2008 - 2014 Disney was available for an average P/E of just 15.3x.

      It is very expensive right now and does not offer good value. Why pay more, valuation-wise, than almost everybody else did for the same shares?

       

       

2015-08-17

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