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Jacome
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) ReplyDividend Investment Myths [view article]
Excellent article ReplyDividend Investment Myths [view article]
agree with captain ccs: the point (a point) of buying dividend stocks is to take advantage of long term compounding. A ten year period would be more persuasive. ReplyDividend Investment Myths [view article]
Thanks captainccs for your comments. You are absolutely right about the fact that I'm data mining. However, as with any stock purchase you face the potential for downside risk when you buy. For this reason, I only data mine the stocks that are part of Mergent's Dividend Achiever Index (approximately 350 companies) so that I don't experience buyer's remorse once I'm in a stock. If the price falls after the purchase, I can easily "justify" my position with the mantra of "buy and hold." In the meantime, I'll be compensated for my wait.As you pointed out, I selectively examine only those that pay dividends. Of course, in reality I only chose those that are current and former Dividend Achievers. This means that I forego the opportunity to get the highest yields and the stellar performing non-dividend paying stocks. However, I am assured by the fact that management has an interest in seeing that the shareholders are compensated for their wait for the "promises" to deliver to materialize.
Reply
ts
Dividend Investment Myths [view article]
Intentional or not, what you listed as yearly performance appears to be performance off a recent 52-week low, two very different things. ReplyDividend Investment Myths [view article]
Buy dividend payers and avoid financials! Reply2020
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
This looks like a dartboard. Pick 3 sector ETFs, 3 little followed stocksand sleep better at night. Reply
Dividend Investment Myths [view article]
Using the growth since the last 52 week low as an indicator of long term grow is just pure nonsense. All it shows is that these companies do bounce back and that is just reversion to the mean working. The only other path would have been to zero. This is an example of data mining,Also note these two statements:
>> I always focus on those Dividend Achievers that are within 5% of their 1-year low
>> When considering stocks to buy, avoid those that are in industries which are at or near a new high.
Dividends are used to select a universe of stocks but nowhere is there a comparison between this universe and a universe of non divided paying stocks. All the above says is buy low, sell higher.
Of the above list I hold FDO, the 5th or 6th highest bouncer-back on the list at 70.45%. I bought it three years ago when I thought it was at a low. Current Average Growth Rate (CAGR), a dismal 4.4%. Dividends did little to support this stock. Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
YOU HAVE TO MANY STOCKS TO FOLLOW.ALL YOU NEED IS SOMETHING LIKE THESE.
CHK / CSCO / EMC / FCX / GE / HAL / IPI / MON / MRVL / MSFT / RIMM / T / TEVA / V / WB / YUM.
JUST 16 STOCKS TO FOLLOW.
THEN YOU CAN DO YOUR HOMEWORK ON EACH . Reply
Global Demand For Water Expected to Grow [view article]
Are those firms properly represented in an ETF? i.e. PHO, PIO? If not, can you suggest another? ReplyReplacement 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
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
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. ReplyReplacement 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
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