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Cheesehusker

Cheesehusker
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CINF, CL, CLX, COP, CORN, CVX, F, FLO, FSLR, GIS, HGIC, HPT, IBM, INTC, JNJ, K, KMB, KO, LINE, LOW, MCD, MSFT, NUE, O, OXY, PG, RAVN, RTN, SD, SDY, SPY, TEU, TGT, VHC, VYM, WM, WMT
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  • Are Storm Clouds Gathering For These 5 High-Yielding Securities? [View article]
    @USM

    Totally get where you're coming from.
    Jul 8, 2014. 03:54 PM | Likes Like |Link to Comment
  • Are Storm Clouds Gathering For These 5 High-Yielding Securities? [View article]
    He does address the title, perhaps not to the extent you wish, but it's there.

    First: "When yields dramatically increase compared to the company's peers, this is a sign that there is increased risk with that investment."

    For VGR, he mentions catastrophic litigation risk. For SNH, a cash flow of 337%. With UHT, health care takeover risk is featured.

    Cheers

    Long UHT
    Jul 8, 2014. 08:05 AM | 3 Likes Like |Link to Comment
  • Procter & Gamble Dividend Stock Analysis [View article]
    One of my portfolio mainstays - along, I suspect - with most DGIers
    Jul 7, 2014. 08:00 AM | 2 Likes Like |Link to Comment
  • Kellogg Company Dividend Stock Analysis [View article]
    Well, we gotta remember D4L is strictly a quant - if the model says X, then that's what he's going to write....otoh, the "fair value" generates, what - about 80% of his comments? :)

    Happy 4th to ya - and great sale
    Jul 3, 2014. 04:32 PM | Likes Like |Link to Comment
  • Kellogg Company Dividend Stock Analysis [View article]
    @Rose - I come up with ~46
    Jul 3, 2014. 03:31 PM | Likes Like |Link to Comment
  • You Are Responsible For Your Investing Decisions [View article]
    @Small....I'm sure there are times when DVK wonders why in the hell he invests so much time writing articles when people kvetch and moan and carp like some have done even in this thread.

    Then along comes a reply like yours.....

    I can just picture him smiling and saying "yeah - this is the return on the investment of my time"

    High quality note on many levels - kudos on your journey
    Jul 3, 2014. 03:15 PM | 9 Likes Like |Link to Comment
  • You Are Responsible For Your Investing Decisions [View article]
    @Zoral

    Hope you keep a spreadsheet of your shares and growth - it can start off a little slow, but in time, you're gonna love opening it up and adding to the columns.

    You're off to an excellent start and the self-reliance you're demonstrating will do you in good stead in other areas of your life.
    Jul 3, 2014. 08:13 AM | 3 Likes Like |Link to Comment
  • You Are Responsible For Your Investing Decisions [View article]
    Hey - I'm a Cramer fan and proud to admit it. And you're right, DB - he does a good job of pushing people to take responsibility for their own actions.

    @DVK - superb article - shame it's necessary.
    Jul 3, 2014. 08:11 AM | 4 Likes Like |Link to Comment
  • Protecting Your Income Portfolios In Today's Market: Consider Defensive Utility Stocks [View article]
    Thanks - been on the lookout for a new utility to replace UNS after it was bot out. Excellent inside look at these
    Jun 27, 2014. 08:21 AM | Likes Like |Link to Comment
  • Realty Income's Business Model Is Similar To Mine As A Dividend Growth Investor [View article]
    High quality read per usual

    Interesting that you use break up as a potential sell signal - I've been using it as a buy signal.

    I do appreciate your reasonings above - my view is toward freeing up additional divvy streams

    And they say we DGI folks are all the same...
    Jun 23, 2014. 05:04 PM | 2 Likes Like |Link to Comment
  • Stocks tread water as trading activity at historic lows [View news story]
    It's summertime. Do you need a reason past that?
    Jun 23, 2014. 04:43 PM | Likes Like |Link to Comment
  • Target Corporation Dividend Stock Analysis [View article]
    @d4l - I love ya, man and I'm one of your staunchest defenders here - so let me be the first to raise my eyebrows at some of the numbers above - specifically the fair value (I pencil ~60) and the NPV value

    Long TGT and added recently due to divvy hike
    Jun 23, 2014. 08:49 AM | Likes Like |Link to Comment
  • Realty Income Corp declares $0.18279 dividend [View news story]
    Love it
    Jun 18, 2014. 07:57 AM | Likes Like |Link to Comment
  • General Mills, Inc.: Dividend Stock Analysis [View article]
    Thanks!
    Jun 17, 2014. 07:54 AM | Likes Like |Link to Comment
  • General Mills, Inc.: Dividend Stock Analysis [View article]
    I'll ask the obvious question - you have FV at both 38.22 (sec 1) and 44.04 (conclusion) - which is better representative?

    Long GIS...(.and my FV is ~ 35.50)
    Jun 16, 2014. 05:01 PM | Likes Like |Link to Comment
COMMENTS STATS
315 Comments
703 Likes