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rr76012

rr76012
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  • Exelon: Nuke Reliability Worth An Additional $5 A Share [View article]
    Hi George,
    Thanks, I like to hear the numbers just like you laid out. It gives me sense where the stock price is and why?

    Now after EXC's several different M&A's they should very soon begin to see some of kind of synergy, some kind of financial improvements.

    I hope to see in the 1st half of 2015 eps + dividend growth?

    Thanks,
    rr76012
    Oct 23, 2014. 03:31 PM | Likes Like |Link to Comment
  • Exelon: Nuke Reliability Worth An Additional $5 A Share [View article]
    EXC announced next dividend at $0.31/shr in other words no increases?

    I was hoping for a 5.0-9.0% increase. :-((
    Oct 22, 2014. 10:49 AM | Likes Like |Link to Comment
  • Exelon: Nuke Reliability Worth An Additional $5 A Share [View article]
    Nice Article, I hope you are right, I bought at $40.00.

    This BOD and exc mgmt. team regularly come out and make positive promises to the upside with their m&a's. Yet we have not seen eps or dividend increases.

    Hopefully 2015 we will finally see an uptick in their both eps & dividends.

    After a 75% nav drop and 50% dividend cut, it would be nice to see any progress upward???

    But with this company you really need to wait and see first....but do not hold your breathe.
    Oct 17, 2014. 09:05 AM | 2 Likes Like |Link to Comment
  • Exelon Is Getting In A Better Shape [View article]
    Like JTTny, I bought at $40 in 2012. I have not sold.

    Every time the BOD & Exc. mgt. buys or merges, they announce they expect eps growth within a 1 year term. These mergers + acquisitions messages, themes has been repeated several in the last 3 years now.

    I have not yet seen any eps or dividend growth with any of the completed mergers or acquisitions'.

    I am not that confident in this management and/or BOD messages of synergies coming to fruition any time soon (not 1-3 years) maybe in 10+ years?

    I would like to see some actual results, some real, steady in both eps + dividend growth before I will forgive.
    Oct 7, 2014. 11:01 AM | Likes Like |Link to Comment
  • Despite Challenging Near-Term Outlook, Deere & Co. Represents Compelling Long-Term Value [View article]
    Gearhead305,

    Nice question.

    I maintain 2 points to investing in 2014-2-2015.

    1. Interest rates are rising and will affect the stock market as a whole. As the bond market makes a comeback as a real asset class competitor when the 10 year treasury rises above 3.50 - 4.00%. Most bond analysts give this a 75 - 80% probability expectation this to happen sometime in 2015. The Fed is behind the curve and is loosing control of the bond markets.

    2. QE + zero interest policies have bloated the asset prices of stocks over all to above normal valuations.

    I think I might be cautious about falling into 1 or more stock valuation traps across the stock market as a whole.

    I think it might be a good tactic to wait a couple of months and let a few of the apples fall out the trees, to be safer?

    I think DE has 50% / 50% chance, that it could fall into the $70s or back to the mid to high $80s.

    Upside / downside ratio seems the same right now?
    Sep 10, 2014. 11:50 AM | Likes Like |Link to Comment
  • Recent Buy: Deere & Company [View article]
    Now, the extremely dovish FOMC members dovish ways are going away.

    Fed funds rates are expected to start going up 1st or 2cnd quarter in 2015.

    Fox Business has many bond fund managers who have predicted eoy 2015, 10 year treasury should be up around 3.50 - 4.00%.

    As we both are long term dividend growth strategers, I think these higher rates will compete with stocks and have a lowering in stock prices 1-5 years out.

    -Do you think rising interest rates will have any effect on DE stock price next 1-5 years?

    -Higher Forward pe lower than ttm pe, usually means there is a lowered future growth expectations. With the DE forward pe 11.3 being higher, than 9.31 ttm pe, how low do you think the next year growth will be?

    Nice article, enjoyed it, thanks.

    rr76012
    Sep 6, 2014. 09:55 AM | Likes Like |Link to Comment
  • Exelon: Buy The Dip [View article]
    Hello George, nice article.

    Every time management buys or merges, they say it will have an immediate upside to their eps and dividends. That the synergies are going to work.

    Yet, waiting last 3 years, I have observed no evidence to upside to either their eps or dividends going up. Their buys, mergers, and their financial deals, have not materialized to the bottom lines at all.

    I find it hard to trust this Board of Directors or executive management team.

    I wish for everyone who bought this utility as a relative safe investment for their retirement portfolio the very best.

    I wish EXC eps and dividends would, even if just a tiny little bit, would appreciate up, slowly but albeit consistently, constantly, grinding slowly upward.

    But EXC eps and dividends either go down, or hold barely flat.

    I wish all of us in EXC, that this stock would begin a turn around story, but it has no signs upwards.

    Thanks for the article, EXC is a class study in a bad company, bad stock investment. Management does well, investors, not so much.

    I would love to hear from EXC management their dividend plans for the next 0-5 years?

    But they are silent.
    Aug 27, 2014. 10:13 AM | Likes Like |Link to Comment
  • Exelon Has The Power To Excel [View article]
    Real Estater,

    Thank you for your reply.

    A couple of years have passed since EXC has either merged or bought other entities. I have yet to see anything improving the bottom line.

    I am one of those who bought EXC when they announced they would not cut their $2.10 dividends, I bought, and then several months later they cut their dividends by about 45%.

    I am hoping to hear from them, in the next 6-12 months some hope of future dividend increases.

    Thank you.
    rr76012
    Aug 18, 2014. 01:14 PM | Likes Like |Link to Comment
  • Exelon Has The Power To Excel [View article]
    Real Estater,

    EXC management and BOD, both, have about 4-6 years, a long track record of disappointing their existing investors. Their decisions, mergers and acquisitions, ect...do not seem to filter down to increased earnings.

    I was wondering if anyone here at seeking alpha analyzing EXC would give a % probability of when EXC will be able to increase their eps enough to increase their $ dividends.

    What % probability would you assign that EXC will increase their $ dividends within the next 0-2 years? 0%, 20%, 30%, or higher?

    Thanks.

    Good article.
    Aug 16, 2014. 09:40 AM | 1 Like Like |Link to Comment
  • Why Utilities Aren't Always Safe Income Vehicles [View article]
    Does anyone think financially Exelon is at risk again, to cut again their dividends within the next 1-3 years?

    thanks.
    Jul 25, 2014. 09:20 AM | Likes Like |Link to Comment
  • Exelon's Future Performance Relies On Executing Plans To Diversify Operations [View article]
    Does anyone think financially Exelon is at risk, to cut again their dividends within the next 1-3 years?

    thanks.
    Jul 25, 2014. 09:17 AM | Likes Like |Link to Comment
  • Are Stocks In A Bubble? Analysis Of Valuations And Stock Buybacks [View article]
    I asked myself, self at today's stock prices, what would they be, if the fed funds rate was near it's normal rate range of 5.00 - 5.50%, stock prices higher or lower?

    Besides recent years, with un-employment around 6.00%, when have we ever had the fed funds rate been at zero, especially for this pro-longed extended time? Never. There is no more crises, so it is hard to justify zero fed funds rates today.

    Never? So I think, rational minds and common sense Fomc members, will try to achieve some sort of fed funds normalized rates, beginning as early as 1st quarter 2015.

    I think probability is higher today, that it is sooner rather than later, bond rates higher will attract more fixed income investors who will be pulling out of equities.

    I think there are good chances stock prices will be coming down, as to how much lower, I guess maybe, in the 15-30% range?
    Jul 11, 2014. 04:05 PM | Likes Like |Link to Comment
  • Exelon Is A Case Study Of 'Sneaky Dilution' [View article]
    I wonder how many politicians are on EXC BOD, this sounds like something politician's would do to taxpayers.

    Has anyone heard any news about EXC near term 1-3 year dividend plan, what is it? By when and by how much will EXC raise their dividends?

    This BOD and management team is very untrustworthy. Very un-predictable for the investors all the while lining their own pockets?
    Jun 29, 2014. 09:40 AM | 4 Likes Like |Link to Comment
  • Downward Pressure For Exelon As Money Is Raised For Pepco Holdings [View article]
    Hi David,

    I agree with you, EXC keeps spending, leaving not much in free cash flow for a dividend growth strategy?

    David, what do you think EXC's dividend growth strategy might be? I have not heard any discussion on EXC's short or mid-term dividend growth strategy, have you?
    Jun 15, 2014. 09:08 AM | Likes Like |Link to Comment
  • Downward Pressure For Exelon As Money Is Raised For Pepco Holdings [View article]
    From recent few years of $90s - -> now mid$30s, not good.

    How long before we see a $ dividend increase? Dividend increase, maybe the a sign the company is beginning the stock price healing?

    Can EXC afford a $ dividend increase this year?
    Jun 14, 2014. 09:28 AM | Likes Like |Link to Comment
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