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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: QTI on SI who wrote (24981)	1/10/2026 7:36:57 AM
From: jritz0	3 Recommendations Recommended By Balancedinvestor Markbn QTI on SI Respond to of 25776

RE: Rule: Staples without pricing power are bond proxies with equity risk Love that statement, I couldn't agree more.

To: QTI on SI who wrote (24981)	1/10/2026 9:57:23 AM
From: dan1944	2 Recommendations Recommended By QTI on SI TeamTina Respond to of 25776

QT: Very interesting. I am looking forward to the discussion that I predict this will generate. Just great post. dan

To: QTI on SI who wrote (24981)	1/10/2026 11:23:52 AM
From: cajman1	1 Recommendation Recommended By QTI on SI Read Replies (2) \| Respond to of 25776

re Avoid stocks - hmmm...I currently own none of these.

To: QTI on SI who wrote (24981)	1/10/2026 2:04:59 PM
From: lizardK	3 Recommendations Recommended By chowder jritz0 QTI on SI Read Replies (1) \| Respond to of 25776

Fantastic post, QTI! Over my many years of investing I have traded a few of these and they have been duds by and large. Used to fall for the yield (T etc) and more often than not gave up on the trade after seeing money go down the drain. Currently hold NONE of these and never will again.

To: QTI on SI who wrote (24981)	1/11/2026 7:05:43 AM
From: cemanuel	Respond to of 25776

I don't own any of them now. But I have owned several in the past. T - eventually sold after it spun off WBS, got out ahead (based on divs) but marginally. VZ - sold just a few months ago. Second time I've owned it. Similar to T I made some dividend money each time, not much if any on cap gains. PFE - I've owned it twice. Made big bucks the first time, buying at $33-35, selling around $50 plus divs. About broke even the 2nd, maybe a marginal loss, sold just recently. I had bought it hoping for a repeat of the earlier time but reduced growth forecasts had me selling. BMY - Owned for a little while a couple of months ago. Was never much, don't recall exactly why I bought or sold. Was about flat on it. INTC - Made nice money on it. Bought in 2017, believe mid 30's, sold in late 2018 at $50, never been remotely tempted to buy back in. With the feds and NVDA buying a stake I believe it will become another classic example of why simply throwing money at a problem doesn't fix the problem. On the plus side, a year or two from now I expect NVDA earnings to take a hit when it writes down its INTC stake, maybe it'll be an EPS miss and maybe I'll go even more overweight. Great post.

To: QTI on SI who wrote (24981)	1/11/2026 7:45:49 AM
From: Haz21	1 Recommendation Recommended By chowder Read Replies (3) \| Respond to of 25776

" Avoid stocks where the dividend is the thesis. Own stocks where the dividend is the byproduct of growth." Well, this message certainly got my attention. I think it's very accurate, I'm just trying to figure out what to do about it. For me, I've been thinking about why I own these particular stocks. It's two reasons 1. Opportunistic Buy while the stock was out of favour, great dividend while waiting for capital gains to arrive. This worked out well for me with stocks like IBM, CSCO, GIS. I honestly still look for A grade stocks that are out of favour, since I've limited skills for picking growth stocks. 2. High yield, stability and lower draw down during bear markets. That's what I believed I was doing with the likes of VZ, T, BCE, and it's still what I'm doing with KO, PEP, JNJ, PG albeit lower yields, but more DG. I guess with VZ, BCE I was just not in tune with business degradation that would lead to share price erosion and divy cuts. Specifically with the telecom's I was treating them like utilities where people would prioritize and pay for their internet, phones and data over other things. So, what are individuals focused on rather than buying stocks where the dividend is the thesis? - is it Bonds? (something I've never purchased in the past...) Andy