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  • Not Loving McDonald's [View article]
    Hello Cbush,
    What are the dividend stocks you prefer in your current portfolio?
    Ben
    Dec 28, 2010. 11:13 AM | Likes Like |Link to Comment
  • Kinetic Concepts Stock Review: Wounded Balance Sheet [View article]
    Hello Miscreant,
    Debt / FCF may not be too high in absolute at 4.6x - it may even have been higher in 2002-2004 but what I should have said is that it's too high for me. Debt creates some volatility and I prefer not having to take this risk.
    I agree with you that FCF growth is troubling.
    Thank you for your comment and merry x-mas!
    Ben
    Dec 24, 2010. 09:02 PM | Likes Like |Link to Comment
  • 4 Software Infrastructure Companies to Consider [View article]
    Hello Jeffrey and Miscreant,
    To add to your points, revenue and operating income growth over the last 3 years have been 10.7% and 16.5%, respectively (source: Morningstar). So using an 8% 'implied' growth as a cutoff point sounds reasonable by historical standards. Add to that no debt and strong retunrs and the company performance seems solid. However, the current valuation could still be a bit high.
    What would be your entry target?
    Cheers,
    Ben
    Dec 23, 2010. 12:27 PM | Likes Like |Link to Comment
  • 4 Software Infrastructure Companies to Consider [View article]
    Hello Miscreant,
    Thank you for your response. Are you using Free Cash Flow or Earnings, or something else for your DCF?
    Cheers,
    Ben
    Dec 23, 2010. 12:19 PM | Likes Like |Link to Comment
  • What Are the Best U.S.-Listed Dividend Plays? [View article]
    Not something to look forward to...but I'd rather not be anywhere close when that happens.
    What are your favorites?
    Happy holidays,
    Ben
    Dec 21, 2010. 11:32 PM | 1 Like Like |Link to Comment
  • What Are the Best U.S.-Listed Dividend Plays? [View article]
    Adding on to the conversation on RPM, it seems to me that their returns haven't been that great either with 3-year average ROE at 10% and ROA at 6%, both of which seem fairly low for me.
    Happy holidays!
    Ben
    Dec 21, 2010. 11:09 AM | 2 Likes Like |Link to Comment
  • 4 Software Infrastructure Companies to Consider [View article]
    Hello Miscreant,
    Could you share your calc for getting to the 9-10.5% growth?
    Thank you
    Ben
    Dec 21, 2010. 11:05 AM | Likes Like |Link to Comment
  • 4 Software Infrastructure Companies to Consider [View article]
    Hello Jeff,
    Thank you fro the references. I've had JCOM for a while but was never too sure about it! (Bought it on the basis of the Greenblatt "Magic Formula").
    Happy holidays,
    Ben
    Dec 21, 2010. 11:03 AM | Likes Like |Link to Comment
  • What Are the Best U.S.-Listed Dividend Plays? [View article]
    For sure S&P would be the best source!
    Dec 20, 2010. 12:00 PM | Likes Like |Link to Comment
  • What Are the Best U.S.-Listed Dividend Plays? [View article]
    Hello No Free Cake,
    Thank you for the info! I wonder why Morningstar has it different. Maybe one is LTM when the other is looking forward?
    Cheers,
    Ben
    Dec 19, 2010. 10:00 PM | Likes Like |Link to Comment
  • ConAgra Review: Reasons for Concern [View article]
    Hello Friendlink,
    What is your price target for CAG?
    Cheers,
    Ben
    Dec 18, 2010. 12:33 PM | Likes Like |Link to Comment
  • ConAgra Review: Reasons for Concern [View article]
    Hello Obvious1
    Do you know what they have divested? Do you think their cash generation and returns will improve as a result? Those have been my biggest worry with CAG, so if the business they have divested are more commodity like, maybe the remaining business has more of a moat and better financials?
    Thank you
    Ben
    Dec 18, 2010. 12:25 PM | Likes Like |Link to Comment
  • Sysco Stock Review: Not So Tasty [View article]
    Hello Scottzzz,
    I agree with your view, dividend will likely grow at inflation, maybe a little more and overall the company's growth rate will not be very high.
    Cheers,
    Ben
    Dec 17, 2010. 12:49 PM | Likes Like |Link to Comment
  • What Are the Best U.S.-Listed Dividend Plays? [View article]
    Hello David,
    Thank you very much for the additional input, leaving us down to a very solid list!
    Cheers,
    Ben
    Dec 17, 2010. 11:46 AM | 1 Like Like |Link to Comment
  • What Are the Best U.S.-Listed Dividend Plays? [View article]
    Hello YoYoMama,
    I agree that dividend growth would be interesting to look into as well. Other than LLY, would it take out someone else do you think?
    Thank you
    Ben
    Dec 16, 2010. 10:23 AM | Likes Like |Link to Comment
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107 Comments
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