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Xfinity

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  • Telefonica's 'Digital Revolution': What Does It Mean For Shareholders? [View article]
    http://bit.ly/v2vkJZ

    In 2013, the Company has resumed its shareholder remuneration by paying a dividend of 0.75 euros per share, which will be paid in two tranches: a first payment was made in November 6, 2013 for an amount of 0.35 euros (charged to unrestricted reserves), which had been approved on the Annual General Shareholders Meeting held on May, 2013. The second tranche will be paid in cash in the second quarter of 2014.

    The Board of Directors, at its meeting held on February 26, 2014, has agreed, regarding the 2014 dividend, to determine the amount thereof at 0.75 euros per share, payable in two tranches:

    0.35 euro per share by means of a "scrip dividend" in the fourth quarter of 2014.
    0.40 euro per share in cash in the second quarter of 2015..

    Based on recent share price in Madrid of 12 euro, a 0,75 euro gross dividend means 6,25% YOC
    May 9 07:46 AM | Likes Like |Link to Comment
  • Shell warns of plunge in profits [View news story]
    I don't know where you get your numbers John001. These are full-year pay-out ratio's for the last several years, dividend compared to net profit:
    2008 37.22%
    2009 80.91%
    2010 50.32%
    2011 33.47%
    2012 40.12%
    2013 TBA
    Jan 17 10:05 AM | 2 Likes Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    Nokia is 6th spot, Apple 39?! The Lumia 920 is probably behind that
    Jan 7 05:58 AM | Likes Like |Link to Comment
  • John Fredriksen's 10% Dividend Machine: No, Not Seadrill Or Frontline [View article]
    The carriers will add $85 million to the company's charter backlog according to the press release, with delivery of the vessels this month and the next.

    "The funding of the vessels will be a combination of equity and loans, and Ship Finance has already received indications for 70% financing of the purchase price at favorable terms. The aggregate net cash flow after estimated operating expenses, interests and loan amortization is projected to be approximately $4.8 million in aggregate per year, or approximately 20% annual return on invested equity during the charter period."
    Oct 26 11:10 AM | Likes Like |Link to Comment
  • John Fredriksen's 10% Dividend Machine: No, Not Seadrill Or Frontline [View article]
    JF is already well on its way in moving Frontline's most attractive assets to Frontline 2012. For the time being you're better of investing in SFL than FRO. SFL is diversified and pays an awesome dividend, certainly the better investment of the two.

    SFL just acquired two car carriers at a low price, with good charters, and there will already be a positive cash flow effect for this quarter.
    Oct 26 11:08 AM | 1 Like Like |Link to Comment
  • John Fredriksen's 10% Dividend Machine: No, Not Seadrill Or Frontline [View article]
    Ship Finance International is on the brink of breaking into the car-carrier market with purchases backed by cash from its latest Wall Street fundraiser.

    In a prospectus tied to an upcoming public offering of six million shares, New York-listed SFI said it is in “advanced discussions” to acquire two modern units from unrelated third parties.

    “We are also in discussions with an unrelated logistics company to charter the vessels out for a period of five years,” it added. “If purchased, expected delivery of the vessels would take place in the fourth quarter of 2012.”

    http://bit.ly/SH6vVm
    Oct 8 04:33 AM | 1 Like Like |Link to Comment
  • John Fredriksen's 10% Dividend Machine: No, Not Seadrill Or Frontline [View article]
    Most Influential 50 in 2012

    http://bloom.bg/RKROzV

    CORPORATE POWER BROKERS
    Warren Buffett CEO Berkshire Hathaway Inc
    Chung Mong Koo CHAIRMAN Hyundai Motor Co
    Tim Cook CEO Apple Inc
    John Fredriksen CHAIRMAN Seadrill Ltd
    Koch Brothers CO-FOUNDERS Koch Industries Inc
    Yuri Milner CO-FOUNDER Mail.ru Group Ltd
    Ginni Rometty CEO International Business Machines Corp
    Carlos Slim CHAIRMAN EMERITUS America Movil SAB
    Tadashi Yanai FOUNDER Fast Retailing Co
    Mark Zuckerberg FOUNDER Facebook Inc

    John Fredriksen
    Chairman, Seadrill Ltd.

    One way to wield influence in the world of finance is simple: Bet large. That's what Norwegian-born oil tanker magnate John Fredriksen does. He's investing $7 billion in oil-drilling rigs and another $4 billion in ships to move liquefied natural gas and other fuels. His gut tells him that the shipping markets he plays in have fallen about as far as they will go. "I like to be a buyer at the bottom," he says in our profile. "This is the game."
    Oct 8 04:27 AM | Likes Like |Link to Comment
  • John Fredriksen's 10% Dividend Machine: No, Not Seadrill Or Frontline [View article]
    Snatch SFL Near Its Secondary Price?

    6,000,000 share secondary stock offering at $14.88 per share

    http://onforb.es/QKQiMI
    Oct 8 04:18 AM | Likes Like |Link to Comment
  • Noble Corp. On Track For 30% Earnings Increase For Q3 Despite Rig Delays [View article]
    That's funny. The Rockefellers? Only major SDRL shareholder is J.F.'s Hemen Holding. 115 million shares, 24.6 percent of the company. Probably better off buying NE by the looks of it, except the dividend is nothing to write home about. Think I'll stick with SDRL a little while longer.
    Sep 7 11:21 AM | Likes Like |Link to Comment
  • Transocean's Value Proposition, Part Two: Profit Soars, Macondo Settlement On The Horizon [View article]
    SDRL may have more debt, but I get a juicy dividend each quarter. Like RIG as well, but I'll hold off until they reinstate theirs.
    Aug 2 04:17 PM | 1 Like Like |Link to Comment
  • Dividend Growth Portfolio: 2012 Mid-Year Update [View article]
    Outstanding article! Wouldn't necessarily invest in all of the companies in your DGP (would immediately switch T with VOD for example), but thanks for showing the returns on your investments and sharing your insights. Great work!
    Jul 5 08:43 AM | 1 Like Like |Link to Comment
  • Here's What's Going On With Telefonica Right Now, And No, It's Not All Bad [View article]
    I also had to opt in new shares before the deadline, otherwise I automatically received cash default through my broker.

    US default option was shares instead of cash, according to the document?! So how come brokers can give cash default instead, what gives
    Jul 5 06:35 AM | Likes Like |Link to Comment
  • Here's What's Going On With Telefonica Right Now, And No, It's Not All Bad [View article]
    So since early April TEF reduced debt by a total of $3.2 Billion, right

    €1.45 B on the Colombian merger and €1.1 B selling half of the China Unicom stake. That equates to net debt of €54.55 Billion at the end of Q2 compared to €57.1 at the end of March.

    TEF is up 10% in ten days!
    Jul 5 06:27 AM | Likes Like |Link to Comment
  • Is It Time For Dividend Growth Investors To Be Buying Cyclicals? [View article]
    Thank you for your clear response!

    And you're absolutely right that sometimes the best thing to do is absolutely nothing at all. Avoiding costly mistakes is key :)
    Jun 26 03:49 AM | Likes Like |Link to Comment
  • Here's What's Going On With Telefonica Right Now, And No, It's Not All Bad [View article]
    Just copied it from Retrace's article ;)

    But just as pleased as you that Telefónica is planning on maintaining 1.50 euros per share for the next 2 years. The article mentions until May 2014, which seems to correspond with their distribution schedule!
    Jun 26 03:41 AM | 1 Like Like |Link to Comment
COMMENTS STATS
34 Comments
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