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  • Is A Dividend Cut The End Of The World? Total Return And Final Thoughts, Part V [View article]
    Buyandhold,

    I appreciate your commentary and this is where I feel investors need to know their companies. The ones you have pointed out I would say are the exception rather than the rule. I mean, we can add WFC as having successfully rebounded but the same cannot be said about BAC or some other banks. How do we know which one will thrive? I agree with Mike that each should be evaluated on a case by case basis but in general, I would say sell and look to see maybe later when the dust has settled whether there is the potential for recovery.

    Thanks for reading and sharing your opinion.
    Mar 5, 2015. 04:49 PM | 1 Like Like |Link to Comment
  • Is A Dividend Cut The End Of The World? Total Return And Final Thoughts, Part V [View article]
    Thanks so much.
    Mar 5, 2015. 04:41 PM | Likes Like |Link to Comment
  • Is A Dividend Cut The End Of The World? Total Return And Final Thoughts, Part V [View article]
    Mike,

    I do like the case by case basis, but I feel one should know their company enough to already know whether things are going far too south or whether there is hope. GE I think is the example of hope because it had diversification, but the GE capital side is what hurt the company the most.
    Mar 5, 2015. 04:41 PM | Likes Like |Link to Comment
  • Is A Dividend Cut The End Of The World? Total Return And Final Thoughts, Part V [View article]
    SDS,

    I completely agree but I think such a study would be best completed using the spreadsheet you provided in order to complete a randomized controlled experiment (or in this case analysis). I needed something that was similar in size in order to complete the comparisons that I did do. Furthermore, although the DG50 contains the crème de la crème of DGI, I feel that it should be compared to such a group because they companies had a chance to be much like them or in some cases were like them. Thanks for reading despite the long day. Hope you get some good rest!
    Mar 5, 2015. 07:23 AM | Likes Like |Link to Comment
  • People Are Buying Johnson & Johnson, But I'm Not Just Yet [View article]
    A 7% increase would be nice for sure. Let's home it is somewhere around that for sure. thanks for reading.
    Mar 2, 2015. 10:55 AM | Likes Like |Link to Comment
  • People Are Buying Johnson & Johnson, But I'm Not Just Yet [View article]
    Baldy,

    You are absolutely right regarding the statement. I did not finish my thought when I refer to the higher dividend income. A lower price provides an opportunity to purchase more shares which in turn provides higher dividend income compared to purchasing fewer shares when share prices are elevated.

    Thank you for pointing that out and thanks for reading.
    Mar 2, 2015. 10:53 AM | Likes Like |Link to Comment
  • People Are Buying Johnson & Johnson, But I'm Not Just Yet [View article]
    Dylan,

    I would love to hear and have you share here on the comment board what positive catalysts you think will move JNJ upward in the near future. It will provide everyone here some information to help them make a more informed investment decision.
    Mar 2, 2015. 10:48 AM | Likes Like |Link to Comment
  • People Are Buying Johnson & Johnson, But I'm Not Just Yet [View article]
    Thanks very much for the comment. I find it an excellent exchange as well. I am not here to rip someone down but rather attempt to inform myself along the way and provide additional information for investors to consider.
    Mar 2, 2015. 10:47 AM | Likes Like |Link to Comment
  • People Are Buying Johnson & Johnson, But I'm Not Just Yet [View article]
    I haven't yet established my list, but I am looking at LYB, OXY, PEP, and researching others at the moment. Still got a bit of work to really establish my buy list and determine my position sizing.

    Thanks for the comment and for reading!
    Feb 28, 2015. 09:06 AM | 1 Like Like |Link to Comment
  • People Are Buying Johnson & Johnson, But I'm Not Just Yet [View article]
    Appreciate your insight FindingZeta. I will definitely think about it.
    Feb 28, 2015. 09:04 AM | Likes Like |Link to Comment
  • People Are Buying Johnson & Johnson, But I'm Not Just Yet [View article]
    4 years ago is a time that I would have loved to have gotten into the stock. You have such a nice margin of safety that I can't see being touched unless the market tanks hard! Good for you. Buy when others are fearful...
    Feb 27, 2015. 08:04 PM | 2 Likes Like |Link to Comment
  • People Are Buying Johnson & Johnson, But I'm Not Just Yet [View article]
    I have not considered puts much as I have just gotten into shorting certain stocks and I am still working my head around options trading. But based on what you have stated, it looks like a very viable option.
    Feb 27, 2015. 08:01 PM | 1 Like Like |Link to Comment
  • People Are Buying Johnson & Johnson, But I'm Not Just Yet [View article]
    Thanks for your comment Bahamas1. Even after yesterday's 2% rally, and today's slight decline, the stock price remains within my downtrend lines. Most of the reason for the optimism lately has been about rumours of JNJ being potentially involved in an acquisition. You may be right, if this rumour is true, then that may be the positive catalyst that will propel the stock higher and break it from this downtrend. We will have to wait and see.
    Feb 27, 2015. 08:00 PM | Likes Like |Link to Comment
  • People Are Buying Johnson & Johnson, But I'm Not Just Yet [View article]
    Thanks for commenting,

    I first instinct is to try and obtain a margin of safety. If I was on the ball, I would have bought 2/3 of my position in october. Although I believe your recommended strategy is good, I feel that it is best to wait until a good buying opportunity arises. If I miss out, there may be others to take its place. Getting good value is important because it affects the amount of income coming in. I have a small portfolio therefore for me, every dollar counts. i wish you luck as well. All the best.
    Feb 27, 2015. 07:57 PM | 1 Like Like |Link to Comment
  • People Are Buying Johnson & Johnson, But I'm Not Just Yet [View article]
    Nicholas,

    I am truly honoured that you have decided to follow me. I enjoy your work immensely and find that you make a great contribution here on SA. The graph that I developed is not from my brokerage, but is available to all via freestockcharts.com (a free online tool). As a subscriber to PTT Research (poisedtotriple.com), I have learned much about developing risk/reward charts. I also consult barcharts.com (another free online tool) to help with the technical analysis.

    My 115$ price target is for the end of year 2015. At this moment in time I suggest that JNJ is worth somewhere around 110$. Although you are correct that the upside from the 100$ price point to 115$ is greater, however, the current trend is not our friend and suggests more downward pressure. Furthermore, JNJ has struggled to reach the 110$ limit at this time which is proving to be rather strong resistance. In this particular case, I would see it requiring some strong momentum to break through, but because the stock is consolidating (and slowly moving downwards), I feel that that momentum may come when JNJ reaches the lower end of the short term channel where investors may jump in due to the 3% yield. That's why I feel that there is more likelihood of downside risk than upside benefit, although I completely agree with the numbers you punched.

    I don't expect JNJ's positive long-term trend to alter either, but after nearly doubling, in the span of two years, the stock appears to looking for further direction. I think once the stock has dropped a bit either on its own or part of a larger market sell-off than this positive long-term trend will resume.

    Thanks for commenting. Truly appreciate it.
    Feb 27, 2015. 07:52 PM | 1 Like Like |Link to Comment
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