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  • Phillips 66 Partners announces 5.25M-unit offering [View news story]
    Michael, do you think PSX will use the $1 billion to retire shares? They have already bought back & retired 14% of the company since spinning off from COP. (635 million to 545 million shares outstanding)
    Feb 17, 2015. 11:05 AM | Likes Like |Link to Comment
  • Cheap Growth And Stronger Expected Cash Flows Are Key To My Bullish Thesis On Colgate [View article]
    The article title begins with "Cheap Growth", but at 30 times earnings, it's hard to call this cheap. What valuation would you consider expensive?
    Feb 6, 2015. 09:42 AM | 5 Likes Like |Link to Comment
  • Chicago Rivet & Machine Co.: A Debt-Free Cash Cow On Sale? [View article]
    Thanks for commenting, Tbeartoo. Yes, they do issue a lot of special dividends. Not a bad thing at all, since they have a lot of cash on hand and no debt. A special dividend allows them to return cash to shareholders and not have to be viewed as "lowering" the dividend afterwards. Thanks again for reading.
    Jan 29, 2015. 05:30 PM | Likes Like |Link to Comment
  • Chicago Rivet & Machine Co.: A Debt-Free Cash Cow On Sale? [View article]
    Thanks for commenting, ferjen. I would say that being dependent on the automotive industry, it can be a very cyclical company. Also, as a publicly traded stock, it is always subject to p/e compression (and expansion). However, being debt-free and profitable during a trough can really set a company up for success. Contrast that with small, highly-leveraged oil exploration companies that are struggling during the trough of the cyclical oil industry right now. They simply can't weather the storms very long. Thanks again for reading & commenting.
    Jan 29, 2015. 09:48 AM | Likes Like |Link to Comment
  • IBM beats by $0.40, misses on revenue [View news story]
    Exactly, Nick. This is when they need to step up the repurchases.
    Jan 20, 2015. 04:40 PM | Likes Like |Link to Comment
  • IBM beats by $0.40, misses on revenue [View news story]
    Yep, looks like the majority of the y/y change was in the previous three quarters.
    Jan 20, 2015. 04:40 PM | Likes Like |Link to Comment
  • IBM beats by $0.40, misses on revenue [View news story]
    Wow, $IBM bought back 7% of it's diluted shares outstanding over the past year.

    Three months ended December 2014: 995 million shares outstanding
    Three months ended December 2013: 1,080 million shares outstanding.

    http://bit.ly/1ukSuge
    Jan 20, 2015. 04:14 PM | 2 Likes Like |Link to Comment
  • Coca-Cola provides 2014/2015 guidance update [View news story]
    because they can.
    Dec 15, 2014. 04:55 PM | Likes Like |Link to Comment
  • Kiosks and customization on the menu at McDonald's [View news story]
    I wonder if MCD could license it to other fast food restaurants. On the one hand, they might not want to help the competition, but on the other hand, it would be a tremendous additional source of revenue.
    Dec 9, 2014. 02:30 PM | 1 Like Like |Link to Comment
  • The Walt Disney Company declares $1.15 dividend [View news story]
    Thank you, Frozen & Guardians of the Galaxy!
    Dec 3, 2014. 04:46 PM | 3 Likes Like |Link to Comment
  • Becton, Dickinson declares $0.60 dividend [View news story]
    Thank you very much, BDX!
    Nov 25, 2014. 09:26 AM | 2 Likes Like |Link to Comment
  • Some heavy hitters eye Coca-Cola [View news story]
    If they buy Keurig or Monster, then they did it in a way that's not good for KO shareholders. By buying only a small portion, say 1/5th of the companies, the remaining stock shot up and would have to be purchased at a substantial premium compared to that initial bloc of stock.
    Nov 20, 2014. 01:17 PM | 2 Likes Like |Link to Comment
  • Intel Announces Increase in Quarterly Cash Dividend, 2015 Business Outlook at Annual Investor Meeting [View article]
    I sold a bunch of INTC stock when they failed to increase their dividend. If they had only done it last quarter, they could have kept their streak going and stayed on the CCC list. Too bad.
    Nov 20, 2014. 01:15 PM | Likes Like |Link to Comment
  • Intel Announces Increase in Quarterly Cash Dividend, 2015 Business Outlook at Annual Investor Meeting [View article]
    It's a 6.7% increase. Old dividend is $0.90, new dividend is $0.96.
    Nov 20, 2014. 12:49 PM | 2 Likes Like |Link to Comment
  • L Brands Reports Record Third Quarter 2014 Earnings [View article]
    Looks like shares outstanding continue to creep higher. Seeing outstanding shares decrease would be the icing on the cake.
    Nov 19, 2014. 04:44 PM | Likes Like |Link to Comment
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