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  • Dividend Growth Portfolio - Spring Checkup And Semi-Annual Review [View article]
    OHI down. Could it be related to Ventas spinning off most of its SNFs?
    Apr 10, 2015. 03:33 PM | Likes Like |Link to Comment
  • Dividend Growth Portfolio - Spring Checkup And Semi-Annual Review [View article]
    Hey Rose, and anyone else interested. Here's Ventas' news release on the spinoff:

    http://bit.ly/1ciZvvr
    Apr 10, 2015. 03:15 PM | 2 Likes Like |Link to Comment
  • 7% Raise For The Dividend Growth 50 [View article]
    Mike, enjoyed your article and the humour and the comments that followed. Look forward to your next one. :)
    Apr 7, 2015. 10:10 PM | 1 Like Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Qniform,

    "Looking at a potential lower entry price is no different than you are doing already, CDGI." -- lol If you put it this way, I have nothing to say.

    "As for buying the dips, I like your strategy. Dips in share price have nothing (necessarily) to do with value, but they are a good place to start. However, before I rely on a M* fair value estimate, I'd look at how they arrive at it first. For instance, sometimes estimates simply change what multiples they apply to earnings! I've seen S&P do this without any real change in the business analyzed." -- I agree analyzing the business is more important. The use of this method is to shorten the list to one that can be handled, and analyzing the business from there, as it's impossible time-wise to look into detail of all companies in the list.

    Of the stocks mentioned, only EMR is close to my blended calculations of FV. -- That's the thing about analyzing stocks. Focusing on different metrics, or even changing a multiple as you mentioned will lead to different fair value ranges. Both M* and F.A.S.T. Graph are good tools to use. And when they agree, they're most likely right.
    Apr 7, 2015. 07:35 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Hi Hing, you're welcome. Glad you find it useful.
    Apr 7, 2015. 07:29 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Show Me,

    Thanks for adding color about ETN.

    For simplicity, I only used M* information for this article. My initial approach was to use both M* and F.A.S.T. Graph as tools with valuing the companies, but F.A.S.T. is more subjective.

    For example, with a 15-year look, the graph looks fair value for EMR and slightly undervalue for ETN. And the 10-year and 5-year graphs look fair value for both. ETN's earnings estimate in the near-term is higher than EMR.

    Some company's fair value estimate between M* and F.A.S.T. are widely different. So, again, to keep it simple, I only used M* for this article.
    Apr 7, 2015. 07:28 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Hing, according to M*, ETN has narrow moat vs. EMR's wide moat. Additionally, ETN is a little overvalued vs. EMR is priced at a discount.
    Apr 7, 2015. 03:26 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Joan, UNP went ahead of its valuations when it hit the $120s. It still went "Choo! Choo! Choo!" except it was going downhill for awhile. No train always goes up.
    Apr 7, 2015. 12:16 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Thanks Dividend Dreams. Good choices.

    Best,
    Canadian
    Apr 7, 2015. 12:11 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Hi Joey, CAT is experiencing some headwinds as its primary markets, mining and energy aren't doing so well. In the near-term, it may experience more downward pressure.
    Apr 7, 2015. 12:10 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    ShellVpower, your comments maybe more relevant for short-term traders, which is different from my longer-term view. Nonetheless, thanks for your comments.

    Best,
    Canadian
    Apr 7, 2015. 12:02 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    tx, yep, do what works for you, and I wish you well with your investments.

    Cheers,
    Canadian
    Apr 7, 2015. 12:01 PM | Likes Like |Link to Comment
  • Amid Low Oil Prices, An Investment In Chevron Is Attractive [View article]
    Dale, do you mean folks are selling their Energy holdings?
    Apr 6, 2015. 02:44 PM | Likes Like |Link to Comment
  • 'Overdue' Dividend Increases And Other Streaks In Jeopardy [View article]
    Thanks for the lists, David, and enjoyed reading the comment stream.

    I guess I have it easy as a Canadian to hold onto excellent businesses like ENB, 3 of the big 5 Canadian banks, and SU on the TSX.

    On a side note, I hold a small position in BAX. Will continue monitoring as the spin-off unfolds.
    Apr 6, 2015. 01:55 PM | 1 Like Like |Link to Comment
  • Amid Low Oil Prices, An Investment In Chevron Is Attractive [View article]
    Dale, I agree comparatively, 2008-2009 and 2000-2003 are more fearful periods. Lots of questions to consider.

    Currently, writing an article on Industrials. So, no more Energy for now. :)
    Apr 6, 2015. 01:39 PM | Likes Like |Link to Comment
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