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  • Remember That Ham Sandwich Quote? [View article]
    I don't believe it is just the recent rise of the dollar. PG had y/y lower revenue growth and y/y lower earnings for quite a few years.
    Aug 31, 2015. 08:10 AM | 1 Like Like |Link to Comment
  • Buy Royal Bank Of Canada And Don't Worry About It [View article]
    At the present time I prefer to buy National Bank of Canada (TSE:NA), the only one of the Big Six not affected by oil. It pays the highest dividends, reported the best quarterly results, and is conservatively managed. But I also like RY and TD.
    Long NA, RY, TD.
    Aug 31, 2015. 06:35 AM | 1 Like Like |Link to Comment
  • Berkshire returns to energy sector with $4.5B stake in Phillips 66 [View news story]
    He always tells you to buy a stock on the day after it went ex-dividend. That keeps his own stocks from slipping.
    Aug 30, 2015. 08:11 PM | Likes Like |Link to Comment
  • Low P/E Stock Of The Day No. 26: Pitney Bowes Inc. [View article]
    Thanks but no thanks, declining earnings y/y AND declining dividends y/y do not present an attractive picture.
    Aug 30, 2015. 11:37 AM | Likes Like |Link to Comment
  • Phillips 66 - Buy This Refiner During The Crash [View article]
    I also prefer Valero. In refining it is "location, location".
    Aug 30, 2015. 09:20 AM | 1 Like Like |Link to Comment
  • 2016 Expansion Of The Panama Canal Should Energize These Dividend Growth Stocks [View article]
    This article seems to convey the impression that we are dealing with two banks of equal size and importance. Actually BNS has a market cap of US $ 54,55 billion while BLX merely has a market cap of US $ 0,95 billion. Tiny BLX has just 208 employees compared to BNS with 90,354 employees.
    Aug 30, 2015. 08:09 AM | 8 Likes Like |Link to Comment
  • Making Sense Of The Market Crash With Jeremy Siegel [View article]
    Joke currently circulating at the Frankfurt stock exchange:

    Why is this crisis not going to last?
    Because it was made in China.
    Aug 29, 2015. 08:53 PM | 9 Likes Like |Link to Comment
  • Bank Of Montreal: Second Thoughts On The Headline Beat [View article]
    You are talking of the "six" Canadian banks but don't actually mention the National Bank of Canada (TSE:NA) by name. Actually it reported the best quarterly numbers, has a P/E of only 9.7, and pays a 4.76% dividend. It is conservatively managed, and as an Eastern bank it is not involved in the Western oil regions like the other five.
    Aug 29, 2015. 08:03 PM | Likes Like |Link to Comment
  • Fischer: Global developments may have killed Sept. rate hike [View news story]
    The Chinese may actually have done the job for us, so there is no more urgency in a Fed rate hike.
    Aug 29, 2015. 07:42 PM | 3 Likes Like |Link to Comment
  • Brazil Is In A Recession [View article]
    So much for the BRICS.
    Aug 29, 2015. 03:55 PM | Likes Like |Link to Comment
  • This Company Is Growing Its Double-Digit Yield Through A Secure Revenue Stream [View article]
    Investors tend to overreact on both good and bad news. It may be helpful to remember this on the day of a violent move of the markets. Goldman Sachs has actually figured out that a drop of 1.00% of China's GDP would only cause a drop of 0.06% in the US GDP. The rest was pure panic.
    Aug 29, 2015. 03:33 PM | 2 Likes Like |Link to Comment
  • Finding Dividend Growth Before Anyone Else [View article]
    I just looked at Eastman and noticed that they own no less than THREE big chemical plants in China.
    Aug 29, 2015. 07:44 AM | 1 Like Like |Link to Comment
  • The Curious Case Of Canada [View article]
    As PIMCO's Ed Devlin said today: "Those who bet against Canada now pay the price."
    Aug 27, 2015. 05:53 PM | 2 Likes Like |Link to Comment
  • How Long Will The Deflation Driven Stock Market Correction Last? [View article]
    To have studied economics will not help much. A psychologist with an interest in irrational crowd behavior may be more useful.
    Aug 26, 2015. 05:55 PM | 6 Likes Like |Link to Comment
  • The Curious Case Of Canada [View article]
    Nothing arrogant about YOUR comment, of course.
    Aug 26, 2015. 03:35 PM | 3 Likes Like |Link to Comment