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Cheesehusker

Cheesehusker
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  • Beware Phantom Dividend Cuts [View article]
    My #1 wish for Christmas - a congress that does nothing for a while and resists the temptation to muck around with us yet again.

    Thank you, Mr. Fish for all your hard work and due diligence here
    Dec 10 08:09 AM | 12 Likes Like |Link to Comment
  • Which Is Best: DRIP Or Collect And Invest? [View article]
    As always a thoughtful and useful article.

    Straight DRIPper here - my thought process is: If I want to own it, I want to keep owning it.

    If something is wildly "overvalued", then I really ought to be looking to sell/reduce my outright position and not just the divvy stream itself.
    Dec 6 08:02 AM | 2 Likes Like |Link to Comment
  • NYT: Big companies prepared to pay a price for carbon [View news story]
    @Jake - what they understand is the certainty gov't taxation. The science doesn't matter. Reading is fundamental.
    Dec 5 08:59 AM | 5 Likes Like |Link to Comment
  • NYT: Big companies prepared to pay a price for carbon [View news story]
    IOW, let the shakedown commence
    Dec 5 08:40 AM | 5 Likes Like |Link to Comment
  • Johnson & Johnson Dividend Stock Analysis [View article]
    @Bahamas

    D4L is long over 5% of his portfolio - as it states in the article - I'm long about 3.5% - my average cost is well below the "fair value" price as I've been an investor for years - and I know D4L has been as well.

    If you read the article, he's not saying sell - he's saying it's above the price where he'd considering adding. If you think this is a great and awesome price to start a position in JNJ - be my guest. I don't. I'm happy to hold and drip it here - but not add. That is what "fair value" is about.

    You criticized D4L's price metric - as "ridiculous" - I've shown that this valuation is reasonable. You've been asked several times to show an alternative - and have not produced - preferring instead to rely on an ad hominem attack and hand waving.

    Good day
    Nov 20 01:37 PM | Likes Like |Link to Comment
  • Johnson & Johnson Dividend Stock Analysis [View article]
    @Bahamas - what makes you think I'm not long - just like D4L is?

    Feel free to post your metric for "fair value" any time.
    Nov 20 12:01 PM | Likes Like |Link to Comment
  • Johnson & Johnson Dividend Stock Analysis [View article]
    @Bahamas - what makes you think I'm not long - just like D4L is?

    Feel free to post your metric for "fair value" any time.
    Nov 20 12:00 PM | Likes Like |Link to Comment
  • Johnson & Johnson Dividend Stock Analysis [View article]
    For those interested in the "fair value" aspect

    A simple formula for valuation is: 5 year projected EPS growth/2 + 8 X next year's estimated eps = "fair value".

    Going to FinViz, we have 5 year estimate growth = 6.5% and projected earnings of $5.85

    Plug into the formula and we get: 6.5/2 +8 = 11.25 x 5.85 = $65.81

    Very much in line with D4L's number.

    Reversing this - at $95/shr, for JNJ to be fairly valued requires what 5 year eps growth rate?

    95/5.85 = 16.23 - 8 = 8.23 x 2 = 16.5%
    Nov 20 11:24 AM | Likes Like |Link to Comment
  • Johnson & Johnson Dividend Stock Analysis [View article]
    @Bahamas -

    Tell you what - why don't you come up with some sort of metric such as D4L uses - one backed up with hard numbers and rigourous application of methods. His numbers are there - yours are not.

    IMO, saying something is "ridiculous" w/o any counterfactual is simply...silly.

    Good day
    Nov 20 10:34 AM | 1 Like Like |Link to Comment
  • Johnson & Johnson Dividend Stock Analysis [View article]
    So then stop reading him - not overly complicated. D4L does a nice job of laying out in numerical terms what he likes, where he likes it and why.

    You may not agree - that's fine - but criticism like the above is just silly in the face of D4L's well-organized and presented articles.
    Nov 20 07:58 AM | 2 Likes Like |Link to Comment
  • Johnson & Johnson Dividend Stock Analysis [View article]
    For the same reason I'm not selling - tax considerations, ability to reenter trade and loss of initial positions and yield, plus lost opportunity to accumulate more divvies during that time period.

    All that means is that he's not adding.
    Nov 20 07:56 AM | Likes Like |Link to Comment
  • Cisco Systems beats by $0.02, misses on revenue [View news story]
    Just raise the dang dividend - best way to boost share price
    Nov 13 04:11 PM | 3 Likes Like |Link to Comment
  • 10 Rules For Investing In Today's Stock Market [View article]
    Not much to add other than "kudos" (yet again) and that this link has been sent to both my teenagers...

    Cheers
    Oct 16 08:02 AM | Likes Like |Link to Comment
  • Which Popular Dividend Growth Stocks Are 'Always' Undervalued? [View article]
    Thanks for another good article - happy to be long CVX, OHI, RTN, COP and AAPL
    Oct 8 04:10 PM | 2 Likes Like |Link to Comment
  • Which Popular Dividend Growth Stocks Are 'Always' Overvalued? [View article]
    Interesting look and great use of tools. Only stock I have here is WM - and that b/c I got tired of simply watching it work higher. Garbage is eternal....:)
    Oct 7 08:01 AM | 1 Like Like |Link to Comment
COMMENTS STATS
215 Comments
482 Likes