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The Dividend Pig

 
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  • 4 Dogs of the Dow Worth Adopting [View article]
    I haven't yet had the opportunity to analyze Dupont. What is it about them that you like?
    Feb 20 09:57 PM | 1 Like Like |Link to Comment
  • Hormel Foods: A Delicious Addition to the Dividend Aristocrats [View article]
    I think a combination of last years growth and the recent market rally accounts for the 18.4 p/e of the stock, which also is pushing down it's yield. It may even be possible HRL's addition to the aristocrats excited investors at a time they were craving income and they bid up the price. Hopefully excitement will abate in the next year or two and the price will get to a more reasonable p/e below 15 or so.
    Feb 20 11:15 AM | 2 Likes Like |Link to Comment
  • 4 Dogs of the Dow Worth Adopting [View article]
    @rw1270 - I understand your move to enter the "other side" of the chip market, and many people have done the same. It's no secret Intel is playing catch up in the super-hot mobile computing market. But, I think it's a mistake to count them out just yet. Mobile computing is in it's infancy right now, so the dominate position in that market is still up for grabs. Few, if any, companies have an R&D department as innovative, large, or well-respected as Intels, and with such an economy of scale, once the ball is rolling, INTC will produce more chips, for cheaper, than it's competitors. I will keep buying as funds permit.
    Feb 14 08:56 PM | 2 Likes Like |Link to Comment
  • 4 Dogs of the Dow Worth Adopting [View article]
    @ tweedn - great response. You keep a tight eye on a price and that's a key to success. Intel is one my favorites as well.

    @ Skippalmer - absolutely. I think holding these for the long run will pay the patient investor handsomely.

    @ gonzokompadre - I hope I am right on JNJ as well. But they are such a huge company, worldwide, with such a portfolio of products, I find it hard to believe this will drag them down in the long run.
    Feb 14 03:51 PM | 3 Likes Like |Link to Comment
  • Wal-Mart Has All the Makings of a Dividend King [View article]
    Walmart owns both retail outlets (Walmart) and membership warehouse clubs (Sam's Club). Sam's Club basically sells goods at cost, and charges shoppers a yearly membership fee.

    No, not per year, but averaging 29.4%. This is a compounded annual average growth rate. The formula takes a starting value and an ending value, then calculates an average growth rate for each year in between. Their growth has been very strong through a combination of increased cash flow and large share buybacks.

    One of the reasons Walmart is a great company, and a favorite of legendary investor Warren Buffett, is because of it's high return on equity. Walmart has indeed kept it's average ROE at or near 20% for the past 10 years. You can easily calculate this yourself by with the formula ROE = net income / shareholders equity.
    Feb 6 08:52 AM | 2 Likes Like |Link to Comment
  • Wal-Mart Has All the Makings of a Dividend King [View article]
    The important dividend factor is not how much they pay now, it's how much they will pay in the future. You could get a "safe" utility yielding 5-6%, but only growing at .3% a year. Walmart's dividend has grown by an average of 18% a year for the past 10 years. If you hold the stock, that would mean in 5-10 years your yield on cost could be as high as 7-10%.
    Jan 13 09:59 AM | 4 Likes Like |Link to Comment
  • Wal-Mart Has All the Makings of a Dividend King [View article]
    walmart had definitely been declining in price for the past decade, but that is mostly because of it's insane valuation in the late 90's. In 2000 walmart hit a high p/e of 49.29. Their earnings have increased in that time from 1.40 to 3.70, so they are making more money. Their valuation has just come down to a *much* more reasonable level of 13.
    Jan 11 04:36 PM | 11 Likes Like |Link to Comment
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