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Valuentum

 
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  • Stay Away From American Capital Agency! [View article]
    Dividends#1,

    Thank you for highlighting our track record on Seeking Alpha. Pasted below is more information on that topic:

    http://bit.ly/1rHH4jZ

    Also, please don't overlook this powerful and insightful gem that helped out so many investors:

    http://seekingalpha.co...

    Thanks again for the comment!

    The Valuentum Team
    Oct 31 08:15 PM | Likes Like |Link to Comment
  • Stay Away From American Capital Agency! [View article]
    Hi all,

    Thank you for reading. You can always visit our website, or evaluate our track record on the mREITs:

    http://bit.ly/1rnMUfJ

    Kind regards,

    The Valuentum Team
    Oct 31 12:35 AM | Likes Like |Link to Comment
  • Sleep Well At Night With Procter & Gamble's Shares [View article]
    Thanks all for your comments! We appreciate your support!

    Kind regards,

    The Valuentum Team
    Oct 30 01:14 PM | Likes Like |Link to Comment
  • SABMiller Makes Altria A Strong Dividend Idea [View article]
    Ernie Mac,

    That's a fantastic statement. Thanks for the comment.

    Kind regards,

    The Valuentum Team
    Oct 20 10:11 PM | 3 Likes Like |Link to Comment
  • Why Clorox Is Slowly Going Private [View article]
    alf2011,

    That's correct. It does not equal, but it is similar, and makes for a good discussion -- especially if readers are to think about just how many shares Clorox has bought back in recent years. We think that's the most important takeaway, not getting caught up on the specifics of buybacks, LBOs, or MBO. If you're interested in learning more about investing, please do visit our website. There's not further need to respond. Thanks again.

    Kind regards,

    The Valuentum Tam
    Oct 19 12:01 PM | Likes Like |Link to Comment
  • A Calculation Of Philip Morris International's Fair Value [View article]
    Thanks DividendDeveloper. We appreciate the comment.

    The Valuentum Team
    Oct 18 08:50 PM | Likes Like |Link to Comment
  • Estimating E.ON's Intrinsic Value [View article]
    malc9141:

    Thanks for your contribution, and I hope you'll continue sharing your thoughts in the future.

    Kind regards,

    The Valuentum Team
    Oct 18 08:49 PM | Likes Like |Link to Comment
  • Why Clorox Is Slowly Going Private [View article]
    Thanks for the comment TF17. That's one of the points of the article.

    Kind regards,

    The Valuentum Team
    Oct 18 08:47 PM | 1 Like Like |Link to Comment
  • Why Clorox Is Slowly Going Private [View article]
    analysis first,

    Thanks for the observation. Clorox's shares are trading above the fair value estimate, as outlined in the article.

    Kind regards,

    The Valuentum Team
    Oct 18 08:44 PM | 1 Like Like |Link to Comment
  • Why Clorox Is Slowly Going Private [View article]
    Hi Rudester,

    Thanks for the comment. Per the graph in the article, there were 214 million shares in 2004. During the past 10 years, Clorox has bought back roughly 40% of shares outstanding.

    Kind regards,

    The Valuentum Team
    Oct 18 08:44 PM | Likes Like |Link to Comment
  • Why Clorox Is Slowly Going Private [View article]
    Hi johnsleyba,

    It's an interesting way to look at the company, thanks. Typically, in a LBO, a firm can be leveraged and its shares bought. In an MBO, management buys the shares. In this case, Clorox is slowly going private itself by buying back its shares in the open market. It's not something that you're going to read about in a textbook, but it is essentially the same concept. Thanks for the comment.

    Kind regards,

    The Valuentum Team
    Oct 18 08:42 PM | 1 Like Like |Link to Comment
  • Why PPL Is Our Favorite Utility [View article]
    Thanks investing4me!

    The Valuentum Team
    Sep 30 10:39 AM | Likes Like |Link to Comment
  • Raise Of Dividend To 18.5% Makes Western Asset Mortgage Look Attractive [View article]
    Why not start at this one:

    http://bit.ly/1rnMUfJ

    Thanks,

    The Valuentum Team
    Sep 29 02:18 PM | Likes Like |Link to Comment
  • Why We Like Campbell Soup [View article]
    dealraker,

    Thank you for the question. Pasted below is a link to our firm's information:

    http://www.valuentum.com

    Kind regards,

    The Valuentum Team
    Sep 27 11:24 AM | Likes Like |Link to Comment
  • What We Think Of Southern Company [View article]
    Thanks richjoy403.

    I think the key consideration is the difference between the near term and the long term when it comes to dividend analysis. Management teams and boards can do just about anything in the near term. For example, there are numerous examples of boards raising their dividends only to have to cut them in the ensuing months.

    The Dividend Cushion is a measure of risk to the dividend and a measure of capacity for future dividend increases. Southern Company's management is targeting a $0.07 per share annual increase in the dividend. This is achievable in the near term. However, just because the board can do what it wants in the near term doesn't mean the risk isn't there.

    Importantly, however, we're not expecting a dividend cut at Southern Company. We've outlined that in the article. However, because of the structure of the firm, Southern doesn't have significant capacity to keep raising the dividend, even at a 5%-8% annual rate, a pace one might expect for an entity with good dividend growth prospects. Southern's dividend growth rate is ~3%, and we'd rate that as poor to very poor. This may be fine for some investors, but when compared to other companies with mid-single-digit, high-single-digit and dougle-digit growth rates, it is ranked accordingly. Again, it is what it is. We help investors sort through stocks.

    The Dividend Cushion is completely consistent in highlighting the lack of excess cash capacity for Southern to be a top-tier dividend growth idea. For income, investors should be cognizant of the balance sheet and the dividend obligations already expected. There is tremendous value in the Dividend Cushion in this respect. Just like one has to get familiar with certain measures of valuation and how the agencies rate credits, the Dividend Cushion is similar. It speaks of the risks and excess capacity.

    Thanks again for the comment. We appreciate your thoughts, as always!

    The Valuentum Team
    Sep 26 09:48 AM | 1 Like Like |Link to Comment
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