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  • Correction 2015? Be Prepared To 'Buy The Dip' [View article]
    Every big pullback is preceded by a period of strong volatility in the DOW. But instead the DOW "jus' keeps rollin' along" like Ole Mississippi. No wonder a few restless people are getting ready to drop their shorts. Don't forget that four trillion dollars left the stock market during the recent financial crisis. That money is not all back yet. There is still an awful lot of cash around chasing relatively few stocks. Try to use the coming summer doldrums to get at least a couple of your favorites at a nice dip, and don't wait for the "big one" that may not happen yet for a while.
    May 29, 2015. 07:48 AM | Likes Like |Link to Comment
  • Johnson & Johnson: Quiz Of The Day [View article]
    Let's get realistic for a moment. JNJ pays a dividend of 2.9%. The price of the stock is exactly where it was one year ago. Your total annual return is therefore only 2.9%.
    May 28, 2015. 09:51 PM | 3 Likes Like |Link to Comment
  • National Bank Of Canada Still Going Strong [View article]
    My favorite bank, very conservatively managed. They just raised the dividend again today, and reported both double-digit revenue increase and double-digit earnings increase -- that beats all other banks. And there is a buyback, too.
    Long TSE:NA.
    May 27, 2015. 09:25 AM | Likes Like |Link to Comment
  • Verizon: Juicy Dividend, Can It Unlock The Value From AOL? [View article]
    az and pp:
    I agree with both of you. Unlike a few commentators VZ seems to know what they are doing.
    May 27, 2015. 07:57 AM | 1 Like Like |Link to Comment
  • Why An Old Warning About Stocks Feels More Ominous This Year [View article]
    A drop in the market is always preceded by a period of extreme volatility in the DOW. Right now the DOW could not be calmer -- it's Goldilocks time. Bad news for the shorts who are hoping desperately for a drop.
    May 26, 2015. 06:52 AM | 2 Likes Like |Link to Comment
  • I Think You Have The Wrong Number [View article]
    I never believed in chasing dividends. I buy stocks for other reasons. Of course if a double dip just happens to come up it will be a nice bonus.
    May 25, 2015. 09:36 AM | Likes Like |Link to Comment
  • Stress Test For Dividend Growth Investors [View article]
    The sad stories by some commentators about having experienced dividend cuts make me weep. I can only repeat: Don't look for rising dividends. Look for steadily rising revenues instead. No revenue increases = no dividend increases.
    May 25, 2015. 08:19 AM | Likes Like |Link to Comment
  • Why I Yawn Over Yuan In The Short Term [View article]
    I certainly don't believe China wants any currency deals with Russia. Russia's current weakness suits China's aims very well.
    May 24, 2015. 08:33 PM | Likes Like |Link to Comment
  • Woe Betide The Value Investor [View article]
    "Value fund" is an oxymoron like "military intelligence".
    May 24, 2015. 08:24 PM | Likes Like |Link to Comment
  • Woe Betide The Value Investor [View article]
    Hear hear, I was just going to write the same thing. Benjamin Graham would not have touched a fund with a ten-foot pole. And I don't believe his friend Warren Buffett is too fond of them either.
    May 24, 2015. 08:16 PM | Likes Like |Link to Comment
  • Why You Shouldn't Put Too Much Weight On Dividends [View article]
    The theory sounds just fine: You must seek both capital gains and dividends to get total return, but not too many dividends because that increases taxes.

    Now look at an example. Let's take absolutely everybody's favorite growth and income stock JNJ which is touted as a "must" by brokers and SA writers right here. JNJ pays 2.9 % dividends, and the stock price is exactly where it was one year ago. Total return for 12 months: 2.9%. - Well, you could do better than that by buying Con Ed.
    May 24, 2015. 07:20 AM | 2 Likes Like |Link to Comment
  • S&P 500 Earnings Inflated Due To Buy-Backs? Surprising Truth [View article]
    re: # 1: One should always verify that the number of shares outstanding shares is actually reduced after a buyback.

    re: # 3: The so-called "value for shareholders" may be purely illusory if a company buys back its own shares just to prop up its rapidly falling stock price. There is nothing like cash dividends.
    May 23, 2015. 09:07 PM | Likes Like |Link to Comment
  • Is Williams' Total Return Expectation Crazy? [View article]
    Great dividend increases promised by both KMI and WMB. But actually KMI raised their dividend by 3 cents, and WMB by only 1 cent. Big deal.
    May 22, 2015. 09:25 PM | Likes Like |Link to Comment
  • Has Fear Opened A Door Into Canadian Western Bank? [View article]
    One of the big Five - I don't think so. Why should they? On the other hand, I could see National Bank of Canada (TSE:NA) perhaps showing an interest. They are doing quite well, and are anxious to spread their wings westward into other provinces. Watch their earnings May 27.
    May 22, 2015. 08:38 PM | 3 Likes Like |Link to Comment
  • Greece Has Won This Round [View article]
    All these stories are way off. It was never about little Greece with half
    the population of London. It is the fear of contamination which makes European statesmen shake in their boots. For if all the PIIGS should demand the same deal, it will be the end of the Euro. The Socialists of Spain and Portugal have already organized rallies to demand just that, and their debts are much vaster than those of little Greece. The Greeks know that, and that is why they continue to play their blackmail game, for they know they got the EU over the barrel.
    May 22, 2015. 08:18 PM | 5 Likes Like |Link to Comment