David van Knapp (DVK)

Gracias @elo78,

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Nueva serie de artículos para otro blog-revista.

Considero interesantes los comentarios que se han hecho en el DGR Chit-Chat de Seeking Alpha acerca de la valoración actual de AAPL y futuro.

https://seekingalpha.com/instablog/3035031-rnsmth/5301222-dgr-chit-chat#comment-86736049

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Casualidades del destino, incorporada a mi cartera en el día de ayer. Como me gusta el sector defensa!!

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Small world!!!

Otro articulo de ayer mismo en SA por si alguien busca una segunda opinión

https://seekingalpha.com/article/4382681-bird-plane-5-undervalued-lockheed-martin

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Being an LMT bull is, quite simply, very easy.

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Al final, terminó picando LMT

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Interesante empresa, no la tenía en el radar:

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https://seekingalpha.com/article/4394562-dividend-growth-outperformance-evaporated

Just one last point: All of the total performance information in this article has been what I call total-performance Vanilla: Price + dividends, not including the impact of reinvesting those dividends.

For accumulators, the better measure is Chocolate: Price + dividends + dividend reinvestment. In DG investing, the money to reinvest comes organically from the stocks. For that reason, I do not think that total return Vanilla tells the whole story, at least not for those in their accumulation years.

After years of being shown charts that “prove” that investors underperform the very assets they invest in (because they trade too much and trade badly), we all know that “investor returns” do not match the returns of the assets owned. Investor returns account not only for the assets selected but also for investor behavior, which in the case of DG investing includes the impact of dividend reinvestment.

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Parece que el sector farmaceutico se esta poniendo de moda. Buffett, Van Knapp, yo :joy: :joy: :joy:

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Jajaja @miguel_angel_sanz, todos sabemos quienes somos las manos fuertes que movemos el mercado…

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Captura de pantalla 2020-12-22 a las 18.40.44

BOUGHT 12 ABBV @ 101.76 (UXXXXXX) as of 2020-12-21 16:29:27.

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Buffet, Van Knapp, EloySnowball, cazadividendos y ahora Miguel y el aquí presente. No se como no os lanzais como locos a comprar Merck, BMY y Abbvie :smile:

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Lo que compra el Sr. y la Sra.Cazadividendos es secreto de estado :wink:

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:rofl: :rofl: :rofl:

Veo todavia poco volumen, estan bajando, a ver si conseguimos que suban :joy:

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Estamos rodeados de gente de poca fe :smile:

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