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Guraaf

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  • Hudson City Bancorp: Great Buying Opportunity or Bear Trap? [View article]
    Thanks. A great article. Have you looked at NYB also? I am long HCBK but am thinking of investing in another regional bank.
    Feb 16 09:15 AM | Likes Like |Link to Comment
  • National Retail Properties: A Well Balanced REIT [View article]
    Would it better to hold NNN in an IRA account (Rollover 401k) or traditional taxable account or it doesn't matter? I understand taxes issues are complex and best discussed with a CFP but any tips and suggestions are greatly appreciated.

    Thanks.
    Feb 16 06:52 AM | Likes Like |Link to Comment
  • Why Whitney Tilson and Reed Hastings Are Both Wrong, And Both Right, About Netflix [View article]
    I am with slickvguy on thoughts about shorting. I personally have shorted only one stock in my investing history of 4 years but I do not agree with the thought process that says shorts are speculative. Value investing could be both in my opinion. If a stock is great value then I buy it and if I think that the stock is really poor value then I short it.
    Feb 12 01:10 PM | 1 Like Like |Link to Comment
  • 13 Emerging Market Dividend Stocks Worthy of a Closer Look [View article]
    Hi,
    I have received the following dividends since I bought the shares in Sep 2008:

    12-May-09 1.7356
    9-Oct-09 1.99085
    7-May-10 2.2968
    13-Oct-10 2.8204

    So that would give the 6.95% trailing yield that No Free Cake computed.
    Feb 12 07:06 AM | 2 Likes Like |Link to Comment
  • 13 Emerging Market Dividend Stocks Worthy of a Closer Look [View article]
    No, I got a bit worried but no, I don't have any details or insight. I am hoping that cash flow is more than earnings
    Feb 11 12:43 PM | Likes Like |Link to Comment
  • Waste Connections: Finding Treasure in the Trash [View article]
    Thanks. The P/E is 17.7 two years out. So that is too rich for my personal comfort level. I would stay on the sidelines.
    Feb 11 12:38 PM | Likes Like |Link to Comment
  • Becton Dickinson: 5% Drop May Be a Good Entry Point [View article]
    Would you rather buy OMI - almost the same industry but not borrowing money?
    Feb 11 12:36 PM | Likes Like |Link to Comment
  • 20 CEOs Showing Confidence With Increased Dividends [View article]
    A great list for ideas. I like TGH, OMI and BMS out of this list.
    Feb 11 09:44 AM | 1 Like Like |Link to Comment
  • Abbott Laboratories: Dividend Stock Analysis [View article]
    By the times things get decided, the stock may have slowly moved up and there may be little chance left to enter. The downside is limited from here given how strong the company is. I do think that even upside is limited - another 15-20% this year. It can do another 5-8% maybe. So I would rather buy now and try to get 10% returns. This is what I target anyways.
    Feb 11 09:38 AM | 11 Likes Like |Link to Comment
  • 13 Emerging Market Dividend Stocks Worthy of a Closer Look [View article]
    NPD - their earnings and cash flow seem less than their dividend payouts.

    CPL - the only stock on the list that I own. A great company. Well worth owning for the long-term.

    Looking to enter in YPF and BFR.
    Feb 11 09:34 AM | 2 Likes Like |Link to Comment
  • 13 Emerging Market Dividend Stocks Worthy of a Closer Look [View article]
    Is KEYP really just worth $20 million as Yahoo suggests? Why would they bother with a US exchange listing and GAAP accounting and all the fees?
    Feb 11 09:29 AM | Likes Like |Link to Comment
  • Waste Connections: Finding Treasure in the Trash [View article]
    I also think WCN is a great company but the market has probably priced in the growth already and so I don't consider it a good value buy right now. The P/E is close to 30 right now - I would rather buy it when the P/E is 16-18.
    Feb 11 09:21 AM | 2 Likes Like |Link to Comment
  • Africa, The Next Frontier Market [View article]
    MICC is a great telecom company focussed on the African market.
    Feb 11 09:18 AM | 2 Likes Like |Link to Comment
  • Chevron Has It All: Dividend Yield, Growth, Safety and a Low Valuation [View article]
    Great analysis and excellent style of writing. Easy to read and understand. Thanks.

    Have you looked at any natural gas companies? Is there a value play in any of those? Not transportation or pipeline companies but exploration, production, distribution perhaps. DVN, CHK etc.
    Feb 11 09:16 AM | 1 Like Like |Link to Comment
  • Lorillard Reports Smokin' Earnings, But Uncertainty Looms [View article]
    Thanks. This really helps.
    Feb 11 05:09 AM | Likes Like |Link to Comment
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