Dividend Investing: Make Sure Free Cash Flow, Not Debt Issuance, Backstops Your Investment [View article]
Excellent points. Thanks a lot. As you said - more indepth research is required but the point is to tell us what yo consider and keep in mind while doing our own due diligence. So I am glad I came here and learned something.
Texas Instruments: Tablet Potential, Dividends, And Share Buybacks [View article]
Thanks for the article. I think Texas Instruments is a great buy under $30. There is downside possible at current price of $35 but if one gets it around $27-28 then it is a great purchase for the next 3-5 years.
New York Community Bank: Predicting a New S&P 500 Stock (With an Already Appealing Dividend) [View article]
Great article. I am long HCBK and that is why noticed this article. I will look at NYB in greater detail. I like the fact that they have access to cheaper funds and that they acquired distressed/failed banks. Thanks again.
The Short Case for Netflix: Disconnect Between Business and Valuation [View article]
Thanks for your excellent analysis and discussion.
Have you considered the possibility that someone may want to acquire them real bad and pay a huge premium? Or the possibility that they may negotiate the content acquisition costs further down due to their critical mass?
Top 14 Dividend Champions: Sweet Spot for Total Return (Part 1) [View article]
No, I had no idea about any such strategy. I will google it a bit more. I am a boring kind of investor - buy stocks that I think are undervalued and then hold them for sometime - weeks to years. In all cases, I sell if I think they have gone up too quickly or if I want to book some losses for taxes. I will look at other strategies but do fear that I may not have enough time for managing this.
The Short Case for Netflix: Disconnect Between Business and Valuation [View article]
People say that there is no competition to Netflix. It is a game changer. The revenue and bottom can continue to increase when they go to Europe and so forth. Its possible. But I see that their current P/E is 70. That appears way too high for a $10 billion company that may grow earnings only 25-30% over the next 3 years.
Top 14 Dividend Champions: Sweet Spot for Total Return (Part 1) [View article]
Thanks poortorich for the ideas - I will watch HLF, TUP and NUS. I too had NFLX. Bought at approx $50 but sold at $80 when I thought that it got too rich. No regrets though :-)
Too Much Growth Priced Into Under Armour? [View article]
Agreed that UA is a great company and will continue to do well in the retail market place. Its products have great appeal to the youth. However, I agree with the author that the stock price itself is richly valued. The current price is $60 and there is about $4 cash per share. That leaves $56 and an EPS of $1.34. The P/E of 42 is high for a company expected to grow at 15-25% over the next 3 years. Especially for a retail company with high value products.
A positive factor though is that they have no debt but then their inventories are rising very fast. That could really bring down the stock.
Value Meals: Dividends and Value in the Restaurant Business [View article]
I like YUM, DRI and EAT in this segment. YUM for their international exposure and DRI/EAT because they have been increasing dividends steadily. MCD is great as well but quite big so chances of price appreciation may be lesser.
10 High Dividend Stocks With Inflation Protection [View article]
Why Egypt Should Concern Investors; Three Yield Ideas for the Week [View article]
Dividend Investing: Make Sure Free Cash Flow, Not Debt Issuance, Backstops Your Investment [View article]
Texas Instruments: Tablet Potential, Dividends, And Share Buybacks [View article]
New York Community Bank: Predicting a New S&P 500 Stock (With an Already Appealing Dividend) [View article]
Top 5 Dividend Stocks Near a New Low [View article]
The Short Case for Netflix: Disconnect Between Business and Valuation [View article]
Have you considered the possibility that someone may want to acquire them real bad and pay a huge premium? Or the possibility that they may negotiate the content acquisition costs further down due to their critical mass?
Top 14 Dividend Champions: Sweet Spot for Total Return (Part 1) [View article]
The Short Case for Netflix: Disconnect Between Business and Valuation [View article]
Disclosure: Short NFLX.
Flir Systems: Unique, High-Quality Company With Exposure to Best Part of Defense [View article]
Top 14 Dividend Champions: Sweet Spot for Total Return (Part 1) [View article]
Top 14 Dividend Champions: Sweet Spot for Total Return (Part 1) [View article]
Too Much Growth Priced Into Under Armour? [View article]
A positive factor though is that they have no debt but then their inventories are rising very fast. That could really bring down the stock.
Stanley Black & Decker: The Next $100 Stock You Should Own [View article]
Value Meals: Dividends and Value in the Restaurant Business [View article]