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Guraaf

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  • 3 Appealing Potential Buyout Targets [View article]
    Kodak has a good patent portfolio also that might be worth something. Sometimes people would buy companies just for the patents and then license those out (closing any manufacturing facilities and laying off all employees).
    Dec 20 07:01 AM | Likes Like |Link to Comment
  • 10 Small Cap Stocks With Positive Earnings Surprises [View article]
    I just looked at RELL for 10 min and need to dive deeper but at first look, it didn't look very exciting. RELL has been been around for 60 years and yet their revenues are less than half a billion dollars - suggests they aren't growing much at all. Sales growth over 5 years is 0.8% and profit margins are less than 5%.

    Their dividends are little and haven't increased. If anything they were halved a few years back. The payout ratio is less than 10%. What are they doing with the cash if they aren't growing and aren't returning to share holders either. The profits have been erratic as well. While looking at them, another stock was suggested by Yahoo finance based on some articles - TESS. They may be doing better financially though they are not in the same industry and are not competitors.

    IRBT looks very interesting - no debt and growing bottom line. I would imagine that they would be a great buy for a bigger defense focused company like NOC, GD, RTN, LMT or somebody similar.

    What do you think? Looking forward to hear your views.
    Dec 18 04:45 PM | 2 Likes Like |Link to Comment
  • Three Small Cap Dividend Stocks With Good Earnings Growth [View article]
    BTW - I forgot to ask. Do you think coal and minerals are transported in containers? I didn't think so. I thought containers are expensive and are used for finished products only, not for raw materials typically.
    Dec 18 02:53 PM | Likes Like |Link to Comment
  • Three Small Cap Dividend Stocks With Good Earnings Growth [View article]
    Thanks tweedn. I have been looking at NPK for the last few months now and have a good-till-cancelled buy order with my online brokerage at $99. I doubt that will execute in the next few months, if ever. But the current price of $130 does appear a bit rich to me. Do you have any other suggestions for small to mid-cap growth stocks with increasing dividends, profits, taxes and hopefully decreasing debt (though not essential). Thanks a lot! I appreciate your pointers.
    Dec 18 02:52 PM | Likes Like |Link to Comment
  • Three Small Cap Dividend Stocks With Good Earnings Growth [View article]
    TGH does seem to be the best out of these. I have been looking for small cap stocks that are growing and have reasonable dividend yields. Haven't found too many but this does look good for further investigation. I want a company with manageable debt loads, increasing profits, growing revenue, increasing taxes (that confirms that they are not just manipulating books but really increasing profits since they are ready to pay more taxes).

    But TGH does seem to have quite a lot of debt. Also isn't TGH a play on global trade? Exports from China? That makes it a bit risky given the scenario for next 2-3 years.
    Dec 18 09:11 AM | Likes Like |Link to Comment
  • McCormick & Company: Dividend Stock Analysis [View article]
    Where is the earnings growth coming from in the last 10 years and last 2 years? Are they expanding into new product segments, inorganic growth via acquisitions, cost cutting measurements, getting into foreign markets or just simple organic growth?

    Would they be an acquisition target? For someone like Nestle, Unilever, Kraft, P&G or others? I have no idea but trying to figure out.
    Dec 17 09:38 AM | 1 Like Like |Link to Comment
  • A Tremendous Value – Universal Insurance Holdings Inc. [View article]
    Excellent article. Thanks. I have been an investor for the last few months (though about 14% negative right now).

    BTW - you seem to be giving a dollar number to P/E. P/E is a ratio and has no units (dollar or otherwise). It is $ price divided by $ earning per share so no units.

    Anyhow - that doesn't affect the quality of the article which I enjoyed reading. Thanks. Keep us updated with any further corporate developments.
    Dec 16 09:27 AM | 1 Like Like |Link to Comment
  • Paychex: Strong Brand, Profitable Operations, Generous Dividend Yield [View article]
    Yes, PAYX dividend hike is in danger until the economy recovers and they can start processing larger payrolls. EPS needs to increase since the payout ratio is already pretty significant.
    Dec 8 06:29 AM | Likes Like |Link to Comment
  • Six High Yielding Dividend Aristocrats for 2011 [View article]
    Why is debt bad? If a company can raise money at extremely low rates then isn't it good for the investors? For example, if some foreign investors flush with funds want to buy bonds since they don't like stocks, give money to CLX etc. at 1-3%, is that bad? Isn't the company doing a good thing actually by using debt at that low rates?
    Dec 8 06:23 AM | 1 Like Like |Link to Comment
  • 11 Food Stocks Looking Attractive for Dividend Investors [View article]
    A small company is Flower Foods - FLO. I bought it recently. Not sure how any of these food companies will survive if and when inflation sets in and commodity prices start to rise. Will they benefit or will they lose because of higher raw material prices? Would appreciate any informed opinions.
    Dec 8 06:19 AM | 2 Likes Like |Link to Comment
  • The Historical Components of the Dow Jones Industrial Average Since 1896 [View article]
    Is there talk of any changes to the Dow? Does anyone see a company being booted out in the next few months? Would Apple make it way sometime soon?
    Dec 7 09:28 AM | Likes Like |Link to Comment
  • ConAgra: Reasonably Undervalued in Relation to Its Dividend [View article]
    Thanks for your follow-on comments.
    Dec 3 09:21 AM | Likes Like |Link to Comment
  • Cisco Shares Are Dirt Cheap [View article]
    Cisco has a problem that it doesn't know where to go from here. They bought Scientific Atlanta but couldn't do anything with it. They weren't able to merge it nicely with themselves. They have become too big for their own shoes. Now Tandberg, the video encoder company. Earlier they did this with "Flip". I think Cisco will languish and not go anywhere. Will trade between 16 and 25. Personally, don't see it as a good long-term (5-15 years) stock story.
    Dec 2 01:14 PM | 1 Like Like |Link to Comment
  • ConAgra: Reasonably Undervalued in Relation to Its Dividend [View article]
    How do the commodity prices affect CAG? Does it benefit or lose if and when inflation starts to rise and food raw material prices increase as well? I can't seem to figure out. Any views.
    Dec 2 12:44 PM | Likes Like |Link to Comment
  • High Yield AMEX Stocks [View article]
    I am a newcomer - does it matter where the stock trades? Nasdaq, NYSE, Amex, OTC, Pink Sheets? It is sort of confusing and I was ignoring this detail till now.
    Dec 2 10:03 AM | Likes Like |Link to Comment
COMMENTS STATS
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