Scott Eymer

Long only, growth at reasonable price, value, dividend investing
Scott Eymer
Long only, growth at reasonable price, value, dividend investing
Contributor since: 2012
Wal-Mart customers really stand to benefit from the reduced price of gasoline. I expect some of this 'found' money will make its way into Wal-Mart. Long WMT...a great long-term buy at today's prices IMO.
Nice article, thanks. I did use the sell-off and resulting lower share price to double down on ABBV. Looking down the road ten or twenty years makes me confident this was a good move! Demographics really favor this sector IMO.
JNJ deserves the core position it maintains in my dividend growth portfolio.
Appreciate this article. JNJ has been a core position for me....and I am adding at these price levels.
An article titled 'Time to Sell Colgate-Palmolive' probably generates three times the clicks and reads than an article I might write with a title 'Holding Colgate-Palmolive'.
I will continue to hold and accumulate. My initial purchase was in 1994 (with additional purchases along the way) and I will just continue to let it DRIP......
Good luck to all!
Nice article, thanks!
Your last chart- showing the use of free cash flow - illustrates that CL is a "shareholder focused" company.
Long CL. A staple in my dividend growth portfolio!
Bryan, thanks for a well thought out, well researched piece.
I have been long on VLO for some time and recently added to my position for some of the very reasons you illustrate.
Scott
I dripped Colgate-Palmolive for twenty years as I positioned myself for retirement. This is an anchor holding in my dividend growth portfolio.
Thanks for an excellent article. What a beautiful moat CL has by owning more than a 45% share of the worldwide toothpaste category! Remarkable!
I drank this Kool Aid long ago and continue to add to my position! JNJ represents a true core holding of my DGI portfolio!
I doubled my position at $5.10 on the pullback (although I hold just a fraction of the shares papayamon holds). For me, this is a long-term demographic play. An aging population and the ACA (Obamacare) is a perfect recipe for growth. Add remodeled stores, Wellness stores and a footprint of 4,400 stores (and growing) and I am convinced this is the space I want to invest in and this is a company I want to include.
Good luck to all!
Nice article, comprehensive and compelling case for KO. I am long KO for the reasons outlined...especially for the potential in developing and emerging markets.
This stock is an anchor in my dividend portfolio!
Good luck to all
Sunshine123,
Not a word from the company...although others have speculated as much. For now these are new reporting units.
Scott
Sunshine123,
I think this is a good move for Kraft and for shareholders. Adding two more reporting units will create additional focus on the brands clustered in those units and gives an added level of transparency. Shareholders will get richer information every quarter because of this change and more color about the progress of the company.
Regards,
Scott
oreo222
Thanks for you comment.
I appreciate that you've done your homework!
PM and MDLZ do have the greatest opportunity to expand...
Good Luck,
Scott
Sunshine123,
I don't want to be in a position to worry, either. The one thing I can control is to select great companies though solid research and make sure I am diversified. Then I, too, enjoy the fruits these great companies provide in the form of increasing dividends!
Appreciate your comments!
Scott
Wanna,
I don't disagree...too much debt is a concern.
Although the Kraft load does seem managable.
Nothing will arrest debt concerns like continued increased revenue, strong margins and increasing efforts to pay down the debt.
Thanks for your comment!
Scott
Willaby,
Appreciate these examples....love the new products and how they can invigorate an established brand!
Scott
Tedkipt,
Thanks for your comment and detailed opinion of Kraft (as well as MDLZ).
I agree they have been a dividend/cash machine for sometime.
I have to disagree with your comment that Kraft has tired brands. Sure, some have been around for a long time but the magic is that Kraft develops brand extensions that compliment a brand people are already familiar with.
I found this analysis from Trefs dated May 3, 2013 really interesting (link below):
"Kraft has been focusing on innovation in both product as well as packaging and marketing to revitalize its iconic brands. It generated around 13% of total net revenue in 2012 from new products, up significantly from around 6.5% in 2009. Just to emphasize, that implies incremental net revenues of approximately $1.2 billion during 2012. Incremental revenues were supported by both new product innovation as well as increased marketing"
http://bit.ly/17mpz3q
Scott
Subshine123,
Thanks for your comments.
Good luck to you!
Scott
maillot jaune and Golferdood,
Thanks for sharing your long term experience with the KFT family tree. I think you are both right and I anticipate dividend increases with KRFT and MDLZ.
Scott
Willaby,
Good analysis of your situation with KRFT. Thank you.
I wish I would have doubled down on KRFT post spin-off.
In the article I cautioned to wait for a pull back to add shares...seems like a prudent choice at this point.
I do think innovation and new product launches will add to a growth surprise...but time will tell.
Scott
Bearsrally08,
Thanks for your comment.
The KRFT dividend at $2.00 annualized is much improved over last years KFT dividend of $1.16 annualized (prior to the MDLZ-KRFT spin-off).
http://bit.ly/ZOZUc4
I do think patience will be rewarded.
Scott
maillot jaune,
Good to hear from you again, thanks for the comment.
I added to my KRFT position after the spin-off but didn't even it up like you did. Smart move on your part!
I think over time both KRFT and MDLZ will do well. No doubt there have been a few bumps in the road for MDLZ.
I appreciate how you think long term!
Good luck to you,
Scott
Superdave501,
Thanks for your comment.
I am looking for the same opportunity to add to my CST position.
Scott
Turns out 1st quarter earnings exceeded expectations coming in at $1.18/share (against the 19 analysts estimate of $1.00/share)
tampabay,
Right you are!
I was at my local JCP today and I have three observations. First there were shoppers....customers looking and buying so the TV ads and coupons in the paper may be working. Second, there was an impressive mix of older and younger. Third the sale racks and 'fifty percent off' signs that Johnson eliminated are back and in abundance.
There may be hope!
s
Sejd213,
I am in your camp. Waiting for a pullback so I can increase my position.
Good luck to you,
Scott
1kaiden,
Thanks for your comment....I am sure there are others who feel the same way. We all have our own goals and strategies to achieve them.
Scott
Tim,
Good article, solid advice...spot on.
One never wants to be in a position where they must sell into a down market.
Thanks,
Scott
Viking Capital,
Thanks for your insight. I appreciate your comment.
Scott
Lexelente,
I agree with your line of thinking. Whatever we drive, we'll have to stop and refuel or recharge. We also need to use the restroom and buy a cup of syrup and water (high margin soft drink) etc. etc. etc.
Thanks for your comments and good luck to you!
Scott
scarman59,
Thanks for your comment.
I think I am more optimistic about the marketing value these Corner Store street corners have. The retailer makes a few cents per gallon on the gasoline, but increases it's margin with each 6 pack or candy bar sold.
Good luck to you,
Scott