Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

alexco12

alexco12
Send Message
View as an RSS Feed
View alexco12's Comments BY TICKER:
Latest  |  Highest rated
  • My K.I.S.S. Portfolio May 2013 Update [View article]
    Wow great article. Very helpful with your 78 stocks that pass your criteria and then broken down. Already have or looking at a lot of these but good to see they pass some good criteria too! Thank you!
    May 13 05:38 PM | Likes Like |Link to Comment
  • Dividend Champions Smackdown XXXVIII [View article]
    Thanks David. Where did the month over month average table go? I remember there being a table that showed the most recent month and the last month, had the average yield, average price etc for each group of Champions, Challengers, and Contenders.
    May 9 12:15 PM | Likes Like |Link to Comment
  • Investing In Apache Corp - When Is A Good Time? [View article]
    Yes I am getting in. It's trading below it's tangible book value of $70+ so any earnings is essentially a bonus. Expecting earnings of a low of $4.9 to a high of anywhere from $9-13 for analysis shows it's got huge appreciation available to well over $100. That's over 40% gain and with the balance sheet there shouldn't be too much downside as a pure asset or takeover or spinoff play.
    Apr 25 10:02 AM | Likes Like |Link to Comment
  • 10 Dividend Stocks With A 10% Yield In 10 Years [View article]
    Hi,

    Nice article, I also want to see what the payout ratios and earnings growth history and expectations, as many of these companies will become mature and be forced to slow dividend growth. Even ycharts with payout ratio over the last 5 years and earnings would give you an idea if the dividend growth is sustainable to reach the 10% yield in 10 years.
    Mar 28 08:24 AM | Likes Like |Link to Comment
  • What Makes International Dividend Investing Attractive Right Now [View article]
    When it is cleaned up the price will already be higher... buy it while it's cheap and wait for it to clean it up if you believe they can.
    Mar 25 12:31 PM | 3 Likes Like |Link to Comment
  • My Mad Method: What Next To Buy And Why - February, 2013 [View article]
    Thanks J.D. I would add that GD, HAS, and LO current yields are higher than listed in the table, and that's only off memory so there might be more.
    Mar 8 06:10 PM | Likes Like |Link to Comment
  • My Dividend-Focused Portfolio: Past, Present, Future [View article]
    Dividend yield of O is more like 4.9% and STRA should be higher than 0%?
    Feb 17 10:32 AM | 1 Like Like |Link to Comment
  • Exelon: Buy For The Dividend, Stay For The Growth [View article]
    A 4% dividend utility that just cut their dividend and is so strapped it's already pushing losing investment grade status.... that's crap. Much rather have SO or D or WEC etc. Selling my position into the strength even with an ex-div date coming up.
    Feb 8 02:52 AM | 1 Like Like |Link to Comment
  • What To Do With Panera Bread's Stock [View article]
    But they buy back a ton of shares so they will still get good growth, they estimated 17-19% EPS growth in the conference call so I think that justifies a forward PE of 23. If not this year then next, so I wouldn't short. For a 3-5 year holding period, this is one of the best companies in the market for reasonable valuation and growth
    Feb 6 06:40 AM | Likes Like |Link to Comment
  • What We Think Of Lockheed's Valuation [View article]
    Hi thank you, one of your better articles as of late as it is a full analysis. Yes the dividend is solid and good and probably worth investing in. What can be seen her is depending on the return on invested capital the value of the stock can be greatly affected and in the defense industry cuts can be made by the gov't.
    Feb 5 05:55 PM | Likes Like |Link to Comment
  • Baidu's Q4 Report Shows Growth Is Still Slow Despite Higher Profits [View article]
    Agree the only worry coming in was market share which was clearly not the problem. China will get it back and mobile will get better. End of story
    Feb 5 07:24 AM | Likes Like |Link to Comment
  • Dividend Growth Safety Superstars - 2012 Update - Part Two [View article]
    Wow, great article - Parts 1 and 2. Thank you, I actually found some new ideas I hadn't researched previously. Cheers!
    Jan 17 09:44 PM | Likes Like |Link to Comment
  • Buy Kohl's: The Price Dip Is The Perfect Opportunity [View article]
    Kohl's are popular here and always more crowded than JCP. I think they have some of the best prices including JCP and M. They will be fine, this is a good buying opp.
    Jan 11 04:53 PM | Likes Like |Link to Comment
  • Buy-Do Or Buy-Don't? That Is The Question... [View article]
    QIHU is no threat. Off memory, it has $100M in revenue. Yes it will double, quadruple, but that doesn't take much away from BIDU. I do believe they will continue to take market share, and I do believe BIDU will continue to grow at 20%+ regardless. It's way too cheap! BIDU is going to scream upwards towards 150-200 within 1-2 years. Easy money.
    Jan 7 11:48 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - Anatomy of the Dow (1/3/13) [View article]
    Cramer thinks INTC has a bad balance sheet.... seriously? One of the best among all stocks!
    Jan 4 01:40 PM | Likes Like |Link to Comment
COMMENTS STATS
165 Comments
77 Likes