SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (52780)11/29/2013 12:05:11 PM
From: E_K_S  Read Replies (2) | Respond to of 78753
 
OT - Partial ROTH conversion

Not sure what the best strategy is to use when doing the partial IRA to ROTH conversion. I tend to select those stocks that I still like w/ good long term prospects that are at or below my current cost basis. I also, want dividend payers.

Moved the following stocks to my ROTH:

General Electric Company (NYSE: GE)
New York Community Bancorp Inc. (NYSE: NYCB)
Excel Trust, Inc. (NYSE: EXL)
Penn West Petroleum Ltd. (NYSE: PWE)
Pfizer Inc. (NYSE: PFE)

Here is a link to a recent Forbes article titled:
IRS Announces 2014 Tax Brackets, Standard Deduction Amounts And More

I plan to fine tune my transfer once I complete my preliminary return in the next few weeks. Most of the stocks I transferred this year are at/near their lows and/or are out of favor and/or below my current cost basis.

EKS



To: Paul Senior who wrote (52780)1/14/2014 9:23:41 AM
From: Paul Senior1 Recommendation

Recommended By
Celtictrader

  Respond to of 78753
 
Iona Energy (IONAF/INA.v). I continue to add to my position as stock falls. This North Sea oil company finally seems like it might be reliably pulling up oil from its Huntington field. Stock is cheap on a number of metrics -- flowing barrels, expected cash flow.