Increasing my position in JC Penny

April 1, 2014

In February, JCPenny (JCP) had a stellar month, up 23%. While this stock is extremely volatile right now and not paying dividends (two points of concern for me), I think JCPenny is on the right track for recovery, and that the stock may soar later this year or in 2015. This is an investment I […]

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How The Economy Machine Works by Ray Dalio [Video]

February 11, 2014
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Focusing on dividends and buybacks in 2014

February 6, 2014

Just as the Super Bowl had an awful start last Sunday, so did the stock market in January after the largest annual jump in 16 years (29.6%).  This is a year to be conservative and focus on established companies paying large dividends and implementing wide buybacks programs.  Monetary policies will most likely tighten this year […]

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S&P 500 best return in 16 years

January 9, 2014

The return of the S&P 500 in 2013 was a whopping 29.6%. This is something we haven’t seen in the stock market since 1997 when the S&P 500 delivered 31.01%. This is good news for investors, but a reminder that we all should be cautious because we are still far from being out of the […]

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A good year for the stock market

December 10, 2013

The Dividend Paying Large Caps portfolio was up 3.63% in November as compared with the 2.8% gain for the benchmark S&P 500 Index (SXP). The portfolio outperformed against the market in November, due to the following positions: Sprint (S) +24.67% The stock increase was due to three factors: Recent announcement that Sprint will leverage its […]

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Reducing Apple ahead of big business expenses and increasing competition

November 7, 2013

The Dividend Paying Large Caps portfolio was up 4.17% in October as compared with the 4.45% gain for the benchmark S&P 500 Index (SXP). The portfolio underperformed against the market in October, due to the following positions: Ecopetrol (EC) +2.96%, JP Morgan (JPM) -0.29%, Oracle (ORCL) +0.99%, Qualcomm (QCOM) +3.22%, US Bancorp (USB) +2.13% and […]

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Qualcomm (QCOM) is finally getting more attractive

September 6, 2013

I currently have a small stake in Qualcomm, QCOM (0.39% of my Covestor portfolio) that I am planning on increasing in the next quarter. Since I got my first shares the stock is down -2.31%. This year though stock price has increased 7.15%, which is fairly low when compared with the Nasdaq Index, which is […]

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Despite all the drama, DELL turned out to be one of the best investment in my portfolio this year

August 5, 2013

In the last quarter of last year (October 2012), I took a position in DELL for $9.87 a share. As evidenced by my past investing approaches, I’m frequently a contrarian investor who takes positions when companies are in transition and are misunderstood. At the time I invested, DELL was several rather serious problems including: Shrinking […]

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ORACL is down but its fundamentals are still up

July 3, 2013

Oracle (ORCL), one of the latest additions to my portfolio is down 8.32% since I bought it. On June 20th when the stock was going down after Oracle announced that it missed reaching sales expectations for its fiscal fourth quarter, I refused to sell because I still believe strongly in the fundamentals of this company. […]

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Welcome ORCL, Good Bye OXY

June 4, 2013

As the first half of 2013 comes to a close, I decided to take a step back and review my portfolio and key activities year-to-date. I have made a few major new investments this year, but for the most part am pleased with the results I’ve seen in the first half of 2013 from my […]

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