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  • Billionaire Julian Robertson's Top 5 Dividend Picks [View article]
    Check out yourself. Here is his portfolio a year ago: http://bit.ly/KIv25k

    Apple has consistently been his top position if that's your question. He had it when the stock was trading below $300. He also had GS and QCOM at least a year ago.
    Jun 29 05:13 PM | 1 Like Like |Link to Comment
  • Avoid These 5 Dividend Stocks In The Short Term [View article]
    EPS expectations don't take into account a sharp decline in defense spending.
    Jun 29 01:01 PM | Likes Like |Link to Comment
  • Billionaire Jim Simon's Top 5 Picks Paying Dividends [View article]
    That isn't called cherry picking. That is stock picking. Apple has been hedge fund's top stock pick for a very long time. It didn't happen randomly. The stock is still cheap. You won't get the message thinking it is "old news". There are several reasons why Apple is the most popular stock and it has been outperforming the market. I won't tell you what those reasons are. What I am telling you is already very valuable. If you don't see the value, please don't read my articles. The title of the article is very clear that this is a "Quick Picks and Lists" article.
    Jun 28 11:42 AM | Likes Like |Link to Comment
  • Billionaire Jim Simon's Top 5 Picks Paying Dividends [View article]
    You made the same comment when we were writing about Apple being the most popular stock among hedge funds at the end of last year.

    Apple was the most popular stock at the end of 2010 as well.

    Should I tell you about Apple's performance over the past year and a half?
    Jun 27 09:32 PM | 2 Likes Like |Link to Comment
  • Energy Stocks Jim Cramer Recommended The Most In June [View article]
    Buffett is one of the first hedge fund managers in the world. He got into this business more than 50 years ago. He doesn't operate partnerships now but he still picks stocks with the intention of generating high risk adjusted returns.
    Jun 27 04:33 PM | Likes Like |Link to Comment
  • 5 Dividend Stocks Hovering Around 52-Week Lows [View article]
    Generally, payout ratios are dividends paid / net income (earnings) or dividend per share / earnings per share.
    In the case of PGH, the quoted ratio of 377% is presented as dividend per share / earnings per share.
    The same ratio is applied to all companies--we want to compare apples to apples.
    However, the 39% with DRIP and 67% without DRIP uses fund flow from operations instead of earnings (earnings per share).
    That is how this particular company is presenting its payout ratio. Hence, the different payout ratio.
    Jun 27 09:55 AM | Likes Like |Link to Comment
  • Billionaire Jim Simon's Top 5 Picks Paying Dividends [View article]
    They also have long-term stock picks which are usually larger than $100 million per position.
    Jun 26 11:34 PM | Likes Like |Link to Comment
  • Billionaire Jim Simon's Top 5 Picks Paying Dividends [View article]
    CNBC data says that the stock is trading at a premium to the industry (computer hardware and tech sector):
    http://bit.ly/KCjbFV
    Jun 26 09:44 PM | Likes Like |Link to Comment
  • 4 Quality Stocks With Double Digit Dividend Growth [View article]
    Here is the basis for that argument
    http://bit.ly/MQeY53#

    "Over the past 10 years, companies with the highest dividend growth within the broad S&P 1500 index outperformed those with the highest dividend yield but the lowest dividend growth by more than 120 percentage points, a gain of 159% for the former compared to a gain of 36% for the latter. The results remain unambiguous even when one excludes companies that sharply reduced or stopped paying dividends. Companies with the highest growth in dividends outperformed those with the highest dividend yield and low but positive dividend growth by more than 40 percentage points during the same period (159% vs. 116%). The difference is even more striking for global equities. During the same period, global companies with the highest dividend growth were up 232% while global companies with low but positive dividend growth rose only 60%."
    Jun 25 12:45 PM | 3 Likes Like |Link to Comment
  • Insiders Are Selling These 4 Dividend Stocks [View article]
    Insiders don't trade for short-term gains. They must be bearish about the long-term performance of these stocks.
    Jun 20 07:23 AM | Likes Like |Link to Comment
  • Dividend Stocks: Opportunities In Offshore Drilling [View article]
    SDRL cut its dividend last year:

    May 22, 2012 0.97 Dividend
    Mar 8, 2012 0.80 Dividend
    Dec 8, 2011 0.76 Dividend
    Sep 6, 2011 0.75 Dividend
    Jun 6, 2011 0.75 Dividend
    Mar 2, 2011 0.875 Dividend
    Dec 16, 2010 0.65 Dividend
    Jun 14 12:31 PM | Likes Like |Link to Comment
  • 4 Dividend Plays In Billionaire David Einhorn's Portfolio [View article]
    Totally baseless comment.

    There are a lot of people who care about what Einhorn thinks. The stocks he shorted move down 10+% on the news. If I am not mistaken Einhorn has been beating the market for 13 consecutive years and most of his holdings are long-term holdings. Investors can actually piggy back his stock picks without losing much. They don't have to pay him 2 and 20 for that either.
    May 25 03:09 PM | 1 Like Like |Link to Comment
  • My Favorite Super Major Oil Company [View article]
    How do you feel about APC?
    May 1 12:23 PM | Likes Like |Link to Comment
  • 3 High Dividend Telecom Stocks: 2 To Buy, 1 To Avoid [View article]
    It would be great if they can keep their dividends constant. It is possible that they may cut their dividends though.
    Mar 7 10:03 AM | 1 Like Like |Link to Comment
  • Buy These 3 High Dividend Stocks Instead Of Treasuries [View article]
    I think PM is better than all domestic tobacco stocks. But as you know they serve different markets.
    Feb 28 09:31 AM | Likes Like |Link to Comment
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39 Comments
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