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dunnhaupt

dunnhaupt
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  • FirstEnergy Corporation: Recovering Utility [View article]
    It is really unwise to merely look at dividends. No doubt FE has made some strides since its big losses. Call me old-fashioned, but I would first like to see three years of increasing revenues before I go long on an equity. There are plenty of other utilities with growing revenues.
    Sep 15 09:27 AM | 1 Like Like |Link to Comment
  • Evaluating GlaxoSmithKline's Intrinsic Value [View article]
    I totally agree with you, Ckent. People should never be tempted by high dividends. GSK's payout is already pretty high, and the revenues have been declining ever since 2009.
    Sep 13 07:50 AM | Likes Like |Link to Comment
  • Sun Life Financial's Valuation And Changing Model Make It Risky [View article]
    Call me old-fashioned, but I like to see growing revenues. SLF revenues have fallen for the last full years in a row:

    2010 24 bn'
    2011 19 bn
    2012 17 bn
    2013 13 bn
    Sep 12 07:08 AM | Likes Like |Link to Comment
  • Why These 3 Utility Stocks Aren't Just For Retirees [View article]
    If you hope for regular increases in the dividends, make sure that there are regular increases in the revenues. Unfortunately SO has never been able to increase its annual revenues since 2010. But I would give thumbs up to AEP and DUK.
    Sep 11 08:13 AM | Likes Like |Link to Comment
  • Think The Market Is Peaking? Remember 2000 And 2007 [View article]
    A sudden military adventure by one of the usual suspects (Russia, North Korea, Middle East) could of course throw a monkey wrench into all such calculations. But meanwhile I make sure that my stocks keep showing rising revenues.

    Looking at their portfolio from the "rising revenue" point of view, some investors may be shocked what clunkers they accumulated by looking only for dividends.
    Sep 10 07:51 AM | Likes Like |Link to Comment
  • Thanks Burger King For The Whopping Profits: Here's Where The Money Went [View article]
    Only 4 stocks in your portfolio, incl. Tim Hortons, Burger King and Wendys? Wow, that's what I call diversification. But why not McDonalds?
    Sep 9 09:17 AM | Likes Like |Link to Comment
  • American Electric Strengthens Fundamentals To Ensure Positive Future Stock Valuation [View article]
    Many utilities investors only look at the current dividend rates. But go and compare the YoY revenue increases, and you will find that AEP is one of very few that stand out among the crowd. Remember that increased revenues raise a company's ability to increase future dividends.

    Long AEP
    Sep 8 07:23 AM | 1 Like Like |Link to Comment
  • George Soros Is Betting Against The Market And Why Investors Should Take Notice [View article]
    Beijing's "Global Times", controlled by the Chinese communist government, had the banner headline "Putin's Way is not China's Way" when the little macho dictator annexed the Crimea. Meanwhile the clever Chinese are making vast trade inroads in Mongolia and Kasachstan while Putin isn't watching. What he gains in the West, he is losing triple in the East.
    Sep 6 09:08 AM | 4 Likes Like |Link to Comment
  • So It Turned Out 80% In Precious Metals Was A Bad Idea [View article]
    Not being diversified is always a bad idea. Never put all your eggs in one basket.
    Sep 5 03:22 PM | 2 Likes Like |Link to Comment
  • My Retirement Portfolio Still Yields A Robust 7.5% With Less Risk [View article]
    AGNC -- oh dear. Please let us know in 12 months how well you did with that one, and good luck.
    Sep 4 08:04 AM | 1 Like Like |Link to Comment
  • Report: Apple wearable unlikely to ship before early 2015 [View news story]
    At least two years ago a Silicone Valley insider told me that they never hoped that the i-glasses would become popular but that the i-watch might be a winner.
    Aug 31 10:19 AM | Likes Like |Link to Comment
  • Verizon: Another High-Yield Telecom For Current Income [View article]
    All things are not equal. T still sits exactly where it was 2 years ago, but VZ has gained quite a bit since then.
    Aug 31 08:53 AM | 2 Likes Like |Link to Comment
  • Canada's Housing Bubble Is Primed To Pop [View article]
    "Canadian banks that profited from the housing market are seriously vulnerable."

    Exactly which of the big 5 Canadian banks?

    PS: Only if you sell your primary residence you pay no capital gains tax in Ontario. All others are taxable.
    Aug 30 07:21 AM | Likes Like |Link to Comment
  • Government Of Canada Prepares For A Housing Crash [View article]
    The increase in housing prices is partly driven by the influx of overseas cash. Chinese who are ready to plunk down a couple of million in cash are merely seeking a safe haven for their money away from China.

    They should not be confused with speculators who buy up several empty condos with small down payments in the hope that prices will rise still further. Ask people in Miami what will happen to them when prices drop.
    Aug 28 08:19 AM | Likes Like |Link to Comment
  • Government Of Canada Prepares For A Housing Crash [View article]
    I was also disturbed by the total absence of any facts. Merely this unsupported claim: "The Canadian government appears to be preparing for a housing crash."
    Where does the author find evidence for such preparation?
    Aug 28 08:01 AM | Likes Like |Link to Comment
COMMENTS STATS
408 Comments
421 Likes