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Eli Inkrot  

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  • The Case For Apple's 'Moderate' Dividend Growth [View article]
    Hi PlentyOStocks, thanks for your comment. That's a good observation. During fiscal year 2014 the per share dividend was 11% higher than FY2013. Yet due to buybacks, the total cash needed for this increase was "just" 5% greater. During the most recent quarter, the per share dividend was 9% higher, yet the total cash used for this payment was "just" 1% greater.
    Jan 29, 2015. 10:53 AM | 2 Likes Like |Link to Comment
  • How Much 'Extra' Income Are You Getting If You Reinvest Dividends? [View article]
    Thanks Dave, I appreciate it. You got it: in a largely positive game, reinvestment simply adds to the process, be it via total return or total income growth. Thanks for the original article!
    Jan 28, 2015. 09:47 AM | 2 Likes Like |Link to Comment
  • Update: General Electric Continues To Regain Its Footing [View article]
    Hi DAG1996, thanks for your comment. I don't mind a bit, share away. All the best.
    Jan 24, 2015. 11:09 AM | 1 Like Like |Link to Comment
  • Johnson & Johnson: 'Slightly Overvalued' Is No Reason To Sell [View article]
    Thanks popster76, I truly appreciate it. It's a great story: each and every year since that time JNJ has given shareholders a raise. All the best.
    Jan 23, 2015. 02:38 PM | Likes Like |Link to Comment
  • Johnson & Johnson: 'Slightly Overvalued' Is No Reason To Sell [View article]
    Thanks CapeCap, I appreciate it. I agree, Charlie has a way with quotes. All the best.
    Jan 23, 2015. 02:36 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson: 'Slightly Overvalued' Is No Reason To Sell [View article]
    Hi TF17, thanks for your comment and additional insight. In that same vein, if your primary focus is a growing income stream, you could prefer a company like JNJ over an index as well.
    Jan 23, 2015. 02:35 PM | Likes Like |Link to Comment
  • New York Community Bancorp: A 6.5% Yield With A Catch [View article]
    Hi ppars, thanks for your comment and kind words. It should be noted that this wasn't a recommendation, just a summary of events. Per the earnings call transcript, it appears that there is a four quarter lead time before triggering the additional regulation. Conceivably it could be avoided for years, but that remains unknown. I'm guessing there will be more insight after earnings are reported next week. Also, perhaps I was already subconsciously "pairing off" assets :) All the best.
    Jan 23, 2015. 10:06 AM | Likes Like |Link to Comment
  • New York Community Bancorp: A 6.5% Yield With A Catch [View article]
    Thanks Augie, I appreciate both your comment and kind words. Let's make a deal: I'll keep writing if you keep reading. All the best.
    Jan 22, 2015. 12:26 PM | 1 Like Like |Link to Comment
  • Backing Into AT&T Using DirecTV, Is It Worth It? [View article]
    Hi mary, thanks for your comment and kind words. You got it: uncertainty results in discounting future possibilities such that there is an adequate return built in. Incidentally, it should be noted that even if the deal were 100% certain a discount would likely still exist due to frictional expenses and the time value / opportunity cost. I will be watching as well. All the best.
    Jan 21, 2015. 01:41 PM | Likes Like |Link to Comment
  • New York Community Bancorp: A 6.5% Yield With A Catch [View article]
    Thank you jimmy37. I find the exact same pattern happens with me: "the more we know." All the best.
    Jan 21, 2015. 01:35 PM | Likes Like |Link to Comment
  • New York Community Bancorp: A 6.5% Yield With A Catch [View article]
    Hi philipmax, thanks for your comment. This is a good observation and might very well be the option management elects. In any event, the next few years should be interesting.
    Jan 21, 2015. 01:35 PM | 1 Like Like |Link to Comment
  • New York Community Bancorp: A 6.5% Yield With A Catch [View article]
    Hi mkgolden, thanks for your comment and kind words. Indeed, in terms of meaning "pare" is more appropriate and has been corrected in the article. Although it did occur to me that "pair" might very well come before "pare." For instance, management could begin to "pair" or mark together assets ready for sale before they actually "pare" them :) All the best.
    Jan 21, 2015. 01:33 PM | 2 Likes Like |Link to Comment
  • Update: IBM Revenue Down, Dividend Up [View article]
    Thanks Augie, I appreciate it. Indeed, perhaps Watson will begin "figuring it out." All the best.
    Jan 21, 2015. 10:23 AM | Likes Like |Link to Comment
  • Backing Into AT&T Using DirecTV, Is It Worth It? [View article]
    Thanks Rose, I appreciate it. You got it: it all comes down to your preference. All the best.
    Jan 21, 2015. 10:20 AM | Likes Like |Link to Comment
  • Backing Into AT&T Using DirecTV, Is It Worth It? [View article]
    Hi Craig, thanks for sharing your comment and story. One thing that I didn't mention that a lot of people have with regard to this acquisition, is that the "downside case" of it not going through is owning DTV. If you don't particularly want to own the company in singularity, that's not great news. Yet if you are perfectly content holding it, then its sort of a win-win. One might see a lower share price on no-go acquisition news, but otherwise a long-term mindset and owning a growing company would be the result. So not all bad. In situations like these, I find that it's helpful to complete the underlying math. All the best.
    Jan 21, 2015. 10:19 AM | Likes Like |Link to Comment
COMMENTS STATS
667 Comments
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