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- Dow 30 Performance Since 7/15 [view article]
- 3 Stocks for Uncertain Times [view article]
- Investing in Dividend Paying Companies [view article]
- The Top Dividend Paying ETFs and Stocks [view article]
- Proctor & Gamble: Consistency Is Crucial to Success [view article]
- Freddie, Fannie and the French Revolution- Fast Money Recap (7/14/08) [view article]
- Some Bargain Stocks to Consider Buying [view article]
- Dow 30 Price Targets - Too Much Optimism? [view article]
- Tempting Buffett [view article]
- Dow 30 Earnings Reports [view article]
- As Costs Rise, Consumer Staples and Utilities Should Outperform [view article]
- The Long Case for Procter & Gamble [view article]
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- Dow 30 Performance Since 7/15
- Proctor & Gamble: Consistency Is Crucial to Success
- Some Bargain Stocks to Consider Buying
- Freddie, Fannie and the French Revolution- Fast Money Recap (7/14/08)
- Investing in Dividend Paying Companies
- The Long Case for Procter & Gamble
- Dow 30 Earnings Reports
- Dow 30 Price Targets - Too Much Optimism?
- As Costs Rise, Consumer Staples and Utilities Should Outperform
- Tempting Buffett
- Full List of Articles »
Dow 30 Performance Since 7/15 [view article]
America has officially entered the 'Age of Insanity'. Reply3 Stocks for Uncertain Times [view article]
It is good article, you have truth. I agree with you and I expect good earnings because revenues increasy and cost problem is really temporary and they make everything cut it.On Jul 22 01:42 PM RonB wrote:
> The writer is on point with Kraft. It is an excellent purchase opportunity
> at the currrent share price. Input cost problems are temporary, as
> a substantial portion can be passed on through pricing. There is
> ample cash flow for stock buybacks, lots of room for financial engineering,
> and an outdated product line that the recently appointed CEO is aggressively
> working to improve. The Post splitoff is a good example, and will
> result in a lower share count. Many people are seeing only short-term
> problems, but others, like Buffett, see that long-term opportunities
> are extensive. The company's distribution channels are a key factor.
>
>
> Kraft is a substantial weighting in my personal and client portfolios.
>
>
> Ron Beasley
> Investment Advisor
> rwbi.net Reply
A
Dow 30 Performance Since 7/15 [view article]
It is amazing when the lender and buyer of last resort ... the FEDERAL GOV'T OF THE UNITED STATES ... decides to begin buying equities, i.e., FNM, FRE, etc. We are going to look back on this time a era of extremely bad judgement. How can BAC and C show stuning performance when they announced huge losses?? Just boggles the mind. ReplyInvesting in Dividend Paying Companies [view article]
Interesting analysis. I would also like to know how you would have faired if you reinvested the dividends. Also if the analysis can distinguish between companies that raise the dividends consistently and the ones that do not. Reply3 Stocks for Uncertain Times [view article]
The writer is on point with Kraft. It is an excellent purchase opportunity at the currrent share price. Input cost problems are temporary, as a substantial portion can be passed on through pricing. There is ample cash flow for stock buybacks, lots of room for financial engineering, and an outdated product line that the recently appointed CEO is aggressively working to improve. The Post splitoff is a good example, and will result in a lower share count. Many people are seeing only short-term problems, but others, like Buffett, see that long-term opportunities are extensive. The company's distribution channels are a key factor.Kraft is a substantial weighting in my personal and client portfolios.
Ron Beasley
Investment Advisor
rwbi.net Reply
Investing in Dividend Paying Companies [view article]
Good info, thanksReply
The Top Dividend Paying ETFs and Stocks [view article]
I,m investing money I can not replace. I am 82 and need a income to keep up and cover riseing cost of living. Safety is a concern. Can you consider the S&P ratings also . Thanks ..... RVER ReplyInvesting in Dividend Paying Companies [view article]
Okie and anon: I think the reference to 430% is to a 20-year return not a ten year return, which comes out on my HP12c as about 8.7% annually... ReplyProctor & Gamble: Consistency Is Crucial to Success [view article]
I apologize in advance for my long note. I'm trying to sort thru what you're talking about & where you may have got your facts from as they may apply to P&G. G. Foods may benefit from your advice but as large shareholder and former employee of P&G I'm of the opinion mgt. is handling brand strategy fairly well. Leaving behind the older less profitable brands for those that have a higher return on investment is a practiced & true strategy @ P&G. It's looked at as managing your business. As all brands - no matter how large or small require attention when you're manufacturing & shipping them globally - which is the goal. These older brands have for the most part been ones that while adding to the bottom line are often most greatly affected by rapidly changing commodity prices, didn't fit the brand mix mgt. felt was right for the global strategy, required increased attention at store level or had the greatest shipping / manufacturing costs. Recognizable brands shed by P&G in recent yrs. include Duncan Hines, Hawaiian Punch, Crisco, Jif, Crush Soda, Coast, Lestoil, Lava, Spic & Span, Sunny Delight, Comet, Cinch, Clearasil, Citrus Hill & White Cloud to name a few. With the Folgers Brand soon to be added to the list ( P&G will continue have a large say in it's future business). These have been replaced with brands such as Gillette, Iams, Wella, Duracell & Braun, Clairol, Vicks, & Thermacare. The first five of which add (1) billion $ annually to the companies sales.In response to your comment on a large consumer companies ability to control the growth of it's business it's really a necessity if you want to remain in business. This control allows the companies mgt. to keep a tight hand when it comes to production, inventories, shipping needs & it's employees. All of which drive up the cost of goods & reduce your ROI. This also often gives the company an advantage when locking in the price of materials forecast to be needed in the future & where they'll be needed. It really doesn't make any sense to "let chips fall where they may" on any level of business.
Last but not least I'm sure that if you have info to share as to how any directors might be misleading wall street or investors where it concerns these or any companies I'm sure everyone involved would love to hear any facts you might have on that subject.
Reply
Proctor & Gamble: Consistency Is Crucial to Success [view article]
P & G, and the former General Foods where I worked many moons ago, placed too much emphasis on "controlled growth" to satisfy writers such as this one. Letting the chips fall where they may would have led to more aggressive "ups" with less bounce down. P & G would have been able to hold on to lesser brands, many of whom make outsized "real" profits (virtually no mgt attention; they absorb overhead to please the accountants, but they really "overabsorb"... A little more leeway could really make the P & G's bounce--especially if their CEOs leveled with the street. If the street "knew," that would be over 50% of the battle. But, part of the problem, is the boards usually hire "steady eddies" versus go get 'em Steve Jobs types. Reply008
Proctor & Gamble: Consistency Is Crucial to Success [view article]
If you want us to take your wish-wash seriously, find out first whether it is "Proctor & Gamble" or "Procter & Gamble". ReplyInvesting in Dividend Paying Companies [view article]
Hello,Is USX corp. (X) expected to have volatility on the upside soon? Reply
Freddie, Fannie and the French Revolution- Fast Money Recap (7/14/08) [view article]
Oh Boy. Aren't we lucky to have a spammer here. He's doing so well that he wants free advertising here. Should I go back and make a list of what would have happened IF I'd bought certain months ago. These cretins should all drop dead. ReplySome Bargain Stocks to Consider Buying [view article]
I own 4 of these stocks. I purchase thru their transfer agents and also reinvest all dividends thru a DRIP. Funny you should quote Buffett as these sound like Graham's selection criteria. ReplyInvesting in Dividend Paying Companies [view article]
quick..be careful. You are probably walking into a value trap, with many of the that ETFs holdings cutting their dividends. Reply