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 : Underexposed Technical Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Underexposed who wrote (714)1/6/2020 10:20:32 PM
From: robert b furman  Read Replies (1) | Respond to of 914
 
Hi UE,

I have studied your BRKS analysis and find some troubling truths to your read, Troubling and likely after the substantial run they've.

This company is brilliant and they've diversified. I suspect continual growth at varying rates far out into the future.

The kind of company I look for and enjoy having for the long term.

On my purchase price, the 40 cent dividend paid is a skosh under 4.0 %. Hard to get with that growth rate ( they were in transition and it money to build.

With that in mind, I strive to buy quality stocks at a value that the dividend returns 5 to 6 percent return, based on cost.

When a stock gets elevated where the dividend return is no longer strong, Then I like to sell calls on cycle tops - out of the money vs the ATH and a little bit. Shorter term and pick up 3-4% yield annualized, and all of a sudden you have a high yielder with growth ( even if you are invested 6 of the 12 months via puts). I do that with 5% of my position and if gets better, double down once. Take some off the top ( if you get lucky) and play on mostly the market's money after that.
When you do that, long term hold is no longer tough to do - you've got your money back - enjoy the divie!

Bob