Making The Value Case For Microsoft [View article]
I did have to chuckle to myself when I was filling out the disclosure form. The research for this article was really the first close look I have taken at msft. I might look to open a position the next time the market takes a swing down.
Philip Morris International: Strong Growth And Stellar Yield [View article]
I plan to hold my shares and continue reinvesting dividends (that answer probably won't change for 30-40 years), but will likely wait for a pullback before making any additional purchases.
Philip Morris: Dividend Income With Excellent Growth Potential [View article]
I actually considered that fact long and hard before buying the stock, and again before writing the article. I don't smoke, don't think anyone should smoke, and actively encourage smokers I do know to quit. But the fact remains that people smoke, and tobacco companies are highly profitable. I wrote the article solely on the investment merits of the company, and will leave the moral decisions to individual investors to make.
Philip Morris: Dividend Income With Excellent Growth Potential [View article]
I think your comments are right on the money. Investors outside the US definitely want to keep the fact that PM is an 80/20 company in mind. Your article on the subject does a great job of explaining it.
ITT Spin-Off Could Create Buying Opportunity [View article]
That is essentially the scenario I tried to outline in the article. The 1993 study I referenced found that stocks of spinoffs were more volatile than the market in their first three months of trading. In Joel Greenblatt's excellent book on special situation investing, "You Can Be a Stock Market Genius" he mentions that sometimes the initial selling pressure I outlined above can take a year to subside. What I recommend, if you are interested in any of the stocks of these new companies, is keeping a close eye on the stock and using the volatility to your advantage. I'm not talking about market timing, rather simply attempting to buy the stock when Mr. Market is offering it to you at an attractive valuation.
ITT Spin-Off Could Create Buying Opportunity [View article]
Brad - Thanks, I appreciate it. I'm very pleased that the response to the article has been positive, and I will definitely submit additional articles in the future.
Ralcorp Spin-Off Could Post Big Gains [View article]
A Deeper Look Into Annaly And Chimera [View article]
Keep A Long-Term View On Philip Morris [View article]
Making The Value Case For Microsoft [View article]
Philip Morris International: Strong Growth And Stellar Yield [View article]
Frank, thanks for the excellent article.
Philip Morris: Dividend Income With Excellent Growth Potential [View article]
Philip Morris: Dividend Income With Excellent Growth Potential [View article]
Philip Morris: Dividend Income With Excellent Growth Potential [View article]
ITT Spin-Off Could Create Buying Opportunity [View article]
ITT Spin-Off Could Create Buying Opportunity [View article]