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Guraaf  

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  • 7 Companies Paying Large Dividends That Are Fully Covered by Earnings [View article]
    I bought STD today (same country, different beast). Have a buy order for TEF at $20.5 so that will not happen anytime soon.
    Jul 11, 2011. 12:29 PM | Likes Like |Link to Comment
  • 5 Undervalued Blue Chips With Above-Average and Growing Yield [View article]
    Wyatt,

    M* is Morningstar. Portfolio tracker is any tool to track the holdings in a portfolio. Ones available and popular online:
    morningstar
    smartmoney
    wikinvest
    tickerspy (very limited - more social)
    thestreet
    yahoo finance
    google finance
    ...
    and many more (i have tried all of the above at some point!)
    Jul 10, 2011. 08:08 PM | 4 Likes Like |Link to Comment
  • 5 Undervalued Blue Chips With Above-Average and Growing Yield [View article]
    Thanks BenH. M* is a great site. I had never tried the portfolio there. I spent the last few hours on it and have been updating my holdings and organizing it properly. I think this portfolio tracker will serve my needs well. Thanks a lot.
    Jul 10, 2011. 12:26 PM | 3 Likes Like |Link to Comment
  • 5 Undervalued Blue Chips With Above-Average and Growing Yield [View article]
    Thanks for your views - I appreciate them.
    Yes, I do look for total returns though I am heavy on dividend stocks, both yield as well as dividend growth. The comparison to SPY was an example but at the back of my mind, I do think that if say year after year, I am only achieving total returns lower than some index (or mutual fund or ETF for that matter) then maybe I should stop active investing and just use that single instrument.
    Jul 8, 2011. 10:16 PM | 2 Likes Like |Link to Comment
  • 5 Undervalued Blue Chips With Above-Average and Growing Yield [View article]
    Hi "Not the Boss",

    Such a list is available on seekingalpha itself. The link is:

    seekingalpha.com/artic...
    Jul 8, 2011. 10:12 PM | 4 Likes Like |Link to Comment
  • 5 Undervalued Blue Chips With Above-Average and Growing Yield [View article]
    Most certainly a wrong article to ask, but I will ask nevertheless -

    Do you folk track your personal investment portfolio performance against an index using spreadsheet or some online portfolio tracker? Something that says that over 1yr or some n-year period, your portfolio had returns of x% (including dividends and capital gains/losses) whereas S&P 500 was y%?

    I would love to get this kind of feedback to figure out if I am losing money compared to just buying SPY and not doing anything else. I have more than a handful of stocks and approx 25-40 trades per year for the last 4 years. And I have varying amounts of new cash at different points in time. I do know how much total money I put in and how much money I have in the portfolio today but what is my rate of return? Ideally, a free tool would be great. Even more ideal would be if it imports all the last 4-years worth of transactions via an Excel CSV file or some such thing.

    Thanks for reading and sorry for the spam!
    Jul 8, 2011. 05:15 PM | 1 Like Like |Link to Comment
  • 5 Undervalued Blue Chips With Above-Average and Growing Yield [View article]
    Absolutely - NVS is my single largest holding today. They have a decent pipeline that should fill the void left by patents expiring soon on their blockbuster drugs like Gleevec and Diovan. They also have a huge generics business that very few big pharma has. Teva is big on generics but I don't know if ABT, JNJ, PFE, MRK, AZN, LLY have such big generics business.

    Novartis also has a decent nutrition and over-the-counter business and have been growing their vaccines and diagnostics business unit. At the same time they completed their Alcon eye care acquisition from Nestle. They probably overpaid (in my humble opinion) but it appears that eventually it may not matter that much.

    Swiss franc is very stable and NVS does increase dividends every year (though slowly). Though right now, I am not adding to my holding right now.
    Jul 8, 2011. 01:15 PM | 5 Likes Like |Link to Comment
  • 5 Undervalued Blue Chips With Above-Average and Growing Yield [View article]
    UL is from England and UN from Netherlands. England does not have tax withholding whereas Netherlands does. So If you buy UN then you do buy in Euro but you pay taxes that you can claim only if you held the stock in a taxable account (not in an account like IRA, 401k etc.). With UL there is no tax deducted at source.

    Unilever is a great company. I consider P&G, Nestle and Unilever to be the three best consumer companies in the world with unparalleled global reach and the only $50+ billion companies that have great growth opportunities given their exposure to the developing economies.
    Jul 8, 2011. 10:22 AM | 6 Likes Like |Link to Comment
  • These 4 High Yield Brazilian Utility Stocks Could Add Some Power to Your Portfolio [View article]
    Does the split matter for any practical reasons?
    Jul 6, 2011. 09:16 PM | Likes Like |Link to Comment
  • Kulicke & Soffa Industries Looks Good With a 13.9% Free Cash Flow Yield and a Low PEG [View article]
    KLIC appears to be a cyclical stock already on the upswing. Not sure how long the good business metrics would last.
    Jul 6, 2011. 09:15 PM | Likes Like |Link to Comment
  • Sustainability: The Most Important Thing to Consider When Selecting a Dividend Stock [View article]
    Thanks for a great article. I personally don't like MDT - since I find their business too risky. I don't like the fact how customers can sue them related to medical devices and how a single class action suit can impact the company. This may never happen and MDT may continue to prosper but I personally am not willing to risk it.
    Jul 6, 2011. 11:09 AM | 4 Likes Like |Link to Comment
  • Dividend Champions Smackdown XV [View article]
    Tower Group looks very interesting - I had not looked at them earlier. Does anyone have opinions about this one? I don't understand the insurance industry much but am looking at HGIC, CB, AFL and CINF now.

    I will look at CSX and ANDE also in greater detail though like most other companies they do appear quite expensive right now (I guess the entire market looks expensive to me right now!!).
    Jul 5, 2011. 10:58 AM | 1 Like Like |Link to Comment
  • 3M Company: Dividend Stock Analysis [View article]
    Given that the fair value is about 60% more than the calculated fair value would you advise a current shareholder to sell MMM and perhaps re-enter at a later date if and when the stock price falls?

    I bought the stock couple of years back at around $50 and am wondering if I should sell now and book some profits. The markets appear too high given the economic conditions in the country and internationally as well.
    Jul 5, 2011. 10:24 AM | 2 Likes Like |Link to Comment
  • Two High Yield Pharmaceutical Stocks to Buy and Hold for the Next Decade [View article]
    I am long ABT but I do not like Abbott's over-dependence on Humira. This drug is poised to become the biggest drug in the world next year after Lipitor's patent expires. It accounts for a huge percentage of ABT's current earning per share so the patent expiry may lead to a huge dent in ABT's profitability.

    However, I am still holding my ABT since I believe the management has started taking the correct steps for mitigating the impact - buying companies in developing world and getting into animal care.

    Right now, my favorite pharma company is NVS though. Benefits of a relatively safe and solid Swiss currency as well.
    Jul 5, 2011. 10:21 AM | 2 Likes Like |Link to Comment
  • These 4 High Yield Brazilian Utility Stocks Could Add Some Power to Your Portfolio [View article]
    Thanks for the list. I like CPL a lot and have held it for the last 2 years. Benefited from the dividend yield and increase in stock price.
    Jul 5, 2011. 10:13 AM | 2 Likes Like |Link to Comment
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