Automatic Data Processing Inc. (ADP)

All Comments on ADP

  • commenter
    Jul 18 06:20 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    4-5 index etfs probably would do it as well. don't tell me you can keep track and properly analyze and follow all of your holdings. way too many.
    zero value added.
    Reply
  • commenter
    Jul 15 01:12 PM
    My Website
    Dividend Growth Stocks: A Salve for the Bear's Bite [view article]
    try going to my blog - ab.typepad.com
    Reply
  • commenter
    Jul 15 11:36 AM
    Dividend Growth Stocks: A Salve for the Bear's Bite [view article]
    please reprint the chart so it can be read
    consider this very important information
    Reply
  • commenter
    Jul 15 09:59 AM
    My Website
    Dividend Growth Stocks: A Salve for the Bear's Bite [view article]
    Cannot see chart.... Reply
  • commenter
    Jul 10 10:47 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Hi David,

    i have no idea how you pick stocks, what is your method? However, i see you have 3 companies in your list that i am long on, FTEK, FSR and FAST. I would like for you to check out ISLN, EXBD and MKL
    Reply
  • commenter
    Jul 10 05:24 AM
    My Website
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    If that is your replacement list can we see the rest of what you currently own. At first glance it seems like you may toss the majority of your energy, financials, and tech holdings. Can we get a sector percentage to give some clarification? Here I will make your task much easier, stocks on your list I would hang on to would include: AA, AYR, BDK, BKS, CBI, CMI, COMS, CPB, CSCO, DD, DRYS, DUK, FCX, FTO, HELE, HNZ, HOC, HON, IPSU, IR, JCI, KCI, KMX, NVS, OSK, PAYX, PPC, PPG, PRU, RTN, SNY, TSO, TTC, TXT, VE, VZ, WAG, WY. Reply
  • commenter
    Jul 07 10:57 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    David, it's nice to hear you are in agreement. Actually, I have been in dry-bulk for a while, and bought NM because they bought a port terminal with grain silos in Uruguay. Its heavily asset-based, even if heavily leveraged, but I favor asset based equities. The Uruguay purchase, and they are keeping the previous owners on-board, is another key factor that really sets NM apart from the other dry-bulk shippers. BTW - I invest only in dry-bulk. Less risk of environmental disasters than tankers.


    On Jul 07 10:04 AM David White wrote:

    > NM is a good bet. It has excellent value. It has an extremely low
    > PE and FPE. It also has an excellent Price to Book value ratio. Further
    > it has both a new fleet in South America (for the river traffic mostly)
    > which is supposed to begin adding 35% to EBITDA beginning in the
    > 4th quarter of this year. It got pushed further downward in the recent
    > market move in that direction, so it is an excellent buy now.
    Reply
  • commenter
    Jul 07 10:04 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    NM is a good bet. It has excellent value. It has an extremely low PE and FPE. It also has an excellent Price to Book value ratio. Further it has both a new fleet in South America (for the river traffic mostly) which is supposed to begin adding 35% to EBITDA beginning in the 4th quarter of this year. It got pushed further downward in the recent market move in that direction, so it is an excellent buy now. Reply
  • commenter
    Jul 06 10:35 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Very valuable too me.....it says too replace your loosers with winners and have a selection process....most of these stocks will probablely be winners and he knows it and says you do not have too pick the very best just one that will outperform your loosers...this is very insightfull and goes with the golden rules of trading...increase winnners and decrease loosers.... Reply
  • commenter
    Jul 06 02:40 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    No value to me, completely useless in it's present form. Reply
  • commenter
    Jul 05 02:41 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    very silly article-no value unless some has a week of time to review. Reply
  • commenter
    Jul 05 11:11 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    David, In late January you liked VSH. Today it is much cheaper, but every quarter they seem to take a new non-recurring charge that turns out to be anything but non-recurring.The stock was moving up from 8.5 to 10.5 and now after a couple of terrible weeks, its back under 9 again. It looks cheap to me, but I don't see any catalyst on the horizon for it to go up. What are your thoughts today on VSH? Reply
  • commenter
    Jul 04 08:11 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Get serious. If you must own so many stocks just buy IYY and go on vacation. Reply
  • commenter
    Jul 04 01:40 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Thanks for the list. I a always looking for starting points unique from my own. I will run through on my P & F charts, then start my fundamental analysis. A few on my watchlist are DHR, GPC, TECH, SYY and VFC. For growth, i am watching TSCO and BWLD. Reply
  • commenter
    Jul 04 10:56 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Why NM David? I know it's highly leveraged, but I think with patience it will shine. My one concern is how the relationship will work between NM and NMP, how the assets will shift and of course, the distribution of profits. That being said, I'm long NM and just think that in this market investors have to be more patient with their speculative holdings. Maybe I'm just willing to hold on longer than you are. I'd like to hear your thoughts. Reply

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