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Marc Courtenay

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  • TherapeuticsMD, Inc.: Stock Promotions, Insider Sales, And A Lock-Up Expiration Create 50% Downside [View article]
    This stock was recommended to me by an analyst. After I read your article I decided not to buy and watch it carefully. It demonstrates how useful article's like yours can be. Kudos! http://bit.ly/NDZrKM
    Apr 8 01:43 PM | 1 Like Like |Link to Comment
  • Hewlett-Packard Joins Cliff Natural Resources As 'Market Bargains' [View article]
    Very helpful points Joel, and I appreciate that you shared your plans to sell puts on CLF. Now, when the markets are correcting, is an propitious time to sell puts as your circumstances and understanding allows. I'll be doing the same. Best Results, Marc
    Apr 7 07:35 PM | Likes Like |Link to Comment
  • Silver Wheaton Maintains Its Long-Term Outlook Of 48 Million Silver-Equivalent Ounces [View article]
    I appreciate your willingness to let us know how you're playing SLW by selling puts. It's a good way to be paid while the company ramps up production. Will the company keep the dividend this low for the rest of 2014? Kudos and regards.
    Mar 21 01:33 PM | 1 Like Like |Link to Comment
  • Kellogg - Reviving Its Own Health [View article]
    Good article and good research. Take a look at this article. Kellogg's is winning awards for its corporate ethics and environmental commitments, plus its ROE and net income are better than both the industry average and the S&P 500 average company. The article above should be appreciated through that lens as well.
    http://bit.ly/1d8i6cQ
    Mar 21 01:22 PM | 2 Likes Like |Link to Comment
  • Exxon Mobil: Analyst Day Fails To Ease Near-Term Concern [View article]
    Your analysis is spot on. Don't know why anyone would want XOM when they're money is treated better at COP, CVX and with better upside potential. Thanks for sharing your research.
    Mar 20 08:44 PM | 7 Likes Like |Link to Comment
  • Intel And Mattel May Increase Dividends And Offer Upside Surprises [View article]
    To add to the "surprising upside potential group", have you seen the forward (1-year) PE ratio of HPQ, a company that just received a nice upgrade from Barclays analyst. H-P is poined to gain market shares as its rival IBM exist the low-end server market. HPQ pays a 1.9% current dividend too.
    Mar 18 12:59 PM | Likes Like |Link to Comment
  • Intel And Mattel May Increase Dividends And Offer Upside Surprises [View article]
    You are welcome. As the comments indicate, this is a controversial topic, especially concerning Intel. Mattel knows how to compete and to reinvent itself if necessary. The generous dividend policy and the effective absorption of the Mega Brand acquisition will offer upside stock price potential. BTW: Both INTC and MAT are potential targets of activist investors. It happened to AAPL, EBAY, PEP and MDLZ, and there is no reason to my knowledge it might not happen to INTC and MAT. Keep the good comments and your observations coming. They made my articles more thought-provoking and of greater value to more investors.
    Mar 10 12:59 PM | Likes Like |Link to Comment
  • Intel And Mattel May Increase Dividends And Offer Upside Surprises [View article]
    You are welcome. As the comments indicate, this is a controversial topic, especially concerning Intel. Mattel knows how to compete and to reinvent itself if necessary. The generous dividend policy and the effective absorption of the Mega Brand acquisition will offer upside stock price potential. BTW: Both INTC and MAT are potential targets of activist investors. It happened to AAPL, EBAY, PEP and MDLZ, and there is no reason to my knowledge it might not happen to INTC and MAT. Keep the good comments and your observations coming. They made my articles more thought-provoking and of greater value to more investors.
    Mar 10 12:59 PM | Likes Like |Link to Comment
  • Intel And Mattel May Increase Dividends And Offer Upside Surprises [View article]
    That's why the company is using its new leadership initiatives to address all the points you made. See my comments above on the rest of my thesis for how Intel will surprise shareholders who echo your perspective. Appreciate your comment and the others offered.
    Mar 10 12:52 PM | Likes Like |Link to Comment
  • Intel And Mattel May Increase Dividends And Offer Upside Surprises [View article]
    Analysts have reduced their earnings and revenue projections for Intel based on company guidance. The consensus for the current quarter is for a slight drop in EPS and about a 2% increase in revenue. With the company planning on selling 4X last year's tablet processors, by the end of 2nd quarter 2014 it wouldn't surprise me to see EPS (year-over-year) gains of more than 10% and an unexpected increase in revenue beyond 2% (current analyst's average estimate). If the scenario plays out like I anticipate, the multifaceted sales growth and positive earnings surprises will help boost the dividend payout possibility and thus the share price.
    Mar 10 12:49 PM | Likes Like |Link to Comment
  • Marathon Petroleum And TransCanada: Better Total Return Potential Than Linn Energy [View article]
    MPC has made a great move upward since I wrote this article. VLO is another comparable refiner, but since its monstrous 59% upside move from Oct. 2013 through the beginning of 2014 it has been in a narrow trading range between $47.58 and $53.64. If it breaks above the resistance than a rational upside target (or next level of major resistance) would be about $58. MPC has all the fundamentals (including the potential of a spinoff of its fuel stations) to move to $103 or perhaps somewhat higher. Thanks for your comments and let's keep communicating as we all strive for better results and limited losses.
    Mar 6 02:33 PM | 1 Like Like |Link to Comment
  • Stocks That The Smart Money Invested In [View article]
    I believe I know where you're coming from IceDragon. The Bear's day will come, it always does. You gave us a tough dose of reality, but the important thing to me is that you commented and told us your perspective. As you stated, "Oh well, try to warn a massive feverish herd of bulls that they're running straight off a cliff and you just get mowed down in the mad rush. Go ahead, buy on the dips....this is how you get rich... when the Bull's running..and it's also how investors follow the Bear right into the ground." An ounce of caution is worth a pound of cure! Keep the comments coming, and appreciate your candor.
    Feb 19 08:46 PM | 2 Likes Like |Link to Comment
  • Stocks That The Smart Money Invested In [View article]
    Good observation Omar Bradley. I've always been inclined to remember three investing cliches, "The Trend is Your Friend", "Don't Fight the Fed" and "Go with the flow". When I see the Big Investors (a.k.a. The Smart Money) focusing on certain stocks and sectors those 3 historical reminders motivate me to be alert and proactive. It's better to "rest" or do nothing than to impulsively follow the herd or to buy something that doesn't make sense or is overvalued. Your perspective adds balance and dimension to the article and I hope you'll pass this article forward to others you know who might benefit from it and your comments.
    Feb 17 01:44 PM | 1 Like Like |Link to Comment
  • Best Stocks For 2014 From The 'Honor Roll' Advisors [View article]
    Just when I thought I've heard of every stock...Jean makes me aware of a goodie. Markel is in the business of marketing and underwriting specialty insurance products in the United States and internationally. Unlike BRKb it is not as diversified and by inference has somewhat more risk since it is an insurance company. Very interesting selection with average daily volume of 42,000 shares. It would make sense for all of us to check this one out as one to buy on pullbacks. The market awards it a forward PE ratio of almost 21, so there are revenue drivers in this company. Glad you pointed it out to us.
    Feb 16 02:16 PM | Likes Like |Link to Comment
  • Who Has The Better Dividends: Procter & Gamble Or Clorox? [View article]
    Very professionally written and presented Dave. You set the bar high for the rest of us, and that's a good thing. What do you think of the idea of us following each other? Let me know and from my perspective it's a "no-brainer". Best Regards, Marc
    http://bit.ly/NDZrKM
    Feb 12 08:43 PM | Likes Like |Link to Comment
COMMENTS STATS
392 Comments
260 Likes