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maillot jaune

maillot jaune
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  • General Mills, Inc. declares $0.41 dividend [View news story]
    Gotta love a pay raise every year from one of the true dividend champions. Long live The General!
    Mar 11 04:35 PM | 11 Likes Like |Link to Comment
  • Oreo Cookies Might Be Addictive, But Kraft's Stock Isn't Right Now [View article]
    Apparently this author is on said crack cocaine because he doesn't realize Oreos are not a KRFT brand anymore. Oreos are an entirely Mondelez (MDLZ) brand, even in the US, as well as throughout the rest of the world.
    Nov 6 05:48 PM | 4 Likes Like |Link to Comment
  • Bleak Prospects For Kraft Foods Despite Earnings Beat [View article]
    Wanna, now for my non-pro response:

    1. How do you know they were "late" in reporting the dividend when there was no declaration date posted on their website (and still isn't today)? As of this post, there is no declaration date or dividend information at all on the KRFT website, at least when you click on the dividend history as they report "dividend history is unavailable." Is it listed somewhere else? If not, how do you know when they are supposed to declare? They don't show dec dates, payable dates, or ex dates there.

    2. KRFT raised the dividend from $0.50 to $0.525 and you seem to be complaining and, even worse, suggesting with multiple question marks than are needed that any dividend was somehow a struggle. If such a struggle took place, why would they raise the dividend? This is a positive sign that they raised the dividend. Why are you complaining?

    3. Your last sentence of "If there's something to it, then continuance of the div is in question." Really? Ponder your statement. Those are strong words. The continuance of any dividend is in question? The spinoff dividend? The recently increased dividend? A dividend of $0.05? Really? Please back up your fear mongering. The market does not apparently agree with you as KRFT is still around the $54.50 range even with a spike in interest rates currently.

    KRFT is doing just fine, and if you think the stock will go down to $50 like you say in another article, let me know and I'll buy all of it you have to sell.
    Nov 1 03:22 PM | 3 Likes Like |Link to Comment
  • Mondelēz International - Packed Full Of Opportunities [View article]
    Great article. I have thought ever since spinoff this stock is a no-brainer if an investor has a long-term view. It is one of my biggest holdings. They have a multitude of truly powerful brands in many diverse regions of the world.

    I like how they recently raised their dividend and announced the buyback program. I suspect the dividend will eventually rise to a "normal" food stock as they continue to grow and mature. They appear to be off to a good start in that regard.
    Oct 27 04:52 PM | Likes Like |Link to Comment
  • Kraft Is Currently Showing A Hold For Investors [View article]
    Why on earth would KRFT spin off something now in it's current state? If they do, they have very few brands left, albeit very powerful ones, for the most part. The spinoff idea some of you raise repeatedly makes no sense to me. Just because they created two divisions post KFT spinoff doesn't mean anything is in the works for yet another spinoff, it simply means (to me) they created two divisions post spinoff. Just some administrative deal. Nothing more. They could sell a brand here and there, but most likely just to raise cash to acquire some other brand like Smart Balance or something else down the road. Not a full-fledged spinoff.

    If anything, I see the present-day KRFT doing some acquiring here to grow the brands. Not the opposite some of you apparently believe. They need more brands and can be more streamlined/focused on the North American space, and I think they will find some brands we may or may not know to be to their liking in time for such a potential acquisition. Raising the dividend is generally viewed as a confidence belief in the existing company's future as is.

    Oct 13 08:07 PM | 1 Like Like |Link to Comment
  • Richard Kinder buys 500K Kinder Morgan shares [View news story]
    Short-squeeze defined! Mr. Kinder didn't say a word (yet) but just put his money where his mouth would have otherwise been. You know, exactly unlike Kaiser at Hedgeye.

    Money talks, and excrement walks.
    Sep 9 11:49 AM | 12 Likes Like |Link to Comment
  • Kinder Morgan companies sink after scathing Hedgeye report [View news story]
    Yawn. I suppose Hedgeye will tell us Kinder's pipes aren't real, including all those from the El Paso acquisition, or are filled with cement when the analyst will reveal his "report on September 10th." Enjoy the 15 minutes of fame, Mr. Kaiser. My faith is in Mr. Kinder, not Mr. Kaiser.
    Sep 4 11:37 AM | 22 Likes Like |Link to Comment
  • High Dividend Yield Makes Kraft Foods A Good Prospect [View article]
    I disagree. Present-day KRFT doesn't have very many brands left after the MDLZ/KRFT spin. I think they need to stay as one company. If they spin off a division, then there are just a few brands left. Why would they do that? If they did, then KRFT becomes a very small company with very few brands, and that hurts their appeal (in my view). I certainly would consider selling it if they did that. Plus, if that was the plan, why didn't they do it back when the MDLZ/KRFT split was happening?

    Here are their brands below (see link). I think they're simply reconstructing after the spinoff, nothing more. Not trying to create yet another spin.

    Ask yourselves this. If they spun off a division, which one would it be and why? And why not the other one? Again, I think they are just trying to reorganize and improve their existing operations and moving forward as one company post spin from the old KFT.

    Of course, I could be wrong, and very often am. Just my opinion.
    Aug 29 02:30 PM | Likes Like |Link to Comment
  • A Closer Look At Magellan Midstream Partners' Distributable Cash Flow As Of 2Q 2013 [View article]
    I bought 8 MLPs a few years ago, and MMP has been my best performer by a considerable margin. I did not know it had been that long since MMP had a secondary, and I agree with the author that for MMP to do so well without any recent secondaries is pretty remarkable.
    Aug 29 09:03 AM | 2 Likes Like |Link to Comment
  • All Signs Look Good For Mondelez [View article]
    In my view, a long-term investment (5+ years) in MDLZ is a no-brainer. Now that the dust has started to settle on the KRFT/MDLZ split, it will be very interesting to see the moves both of these companies make as stand-alones. Regarding MDLZ, so far so good if you ask me. Evidently Warren Buffett does not agree, but I remain long and very bullish on MDLZ.

    Aug 18 02:52 AM | Likes Like |Link to Comment
  • Conservative Investors, Consider General Mills For Your Portfolios [View article]
    I am long GIS as well as other big players in the packaged food space such as PEP, CAG, KRFT, and MDLZ. A main reason why I chose The General is how diversified they are. You can find a GIS product on many different aisles in any normal grocery store. They have enormously good brands that are leaders in their respective categories. Along with excellent management and a rising dividend, I strongly feel GIS is a great long-term investment for almost anyone and should be considered as one of those "safe" must-own stocks.

    Great first article, Michael. I agree with the go-with-what-you-know philosphy. One thing I love to do is go sit in the food court at Costco or Sams and watch cart after cart go out the door with many of the products I own stock in being purchased over and over. Every time I do this, I feel even better and better about being long these boring food companies. That helps on a day like today given the rough tape we saw on Wall St.
    Aug 15 05:34 PM | 3 Likes Like |Link to Comment
  • High Dividend Yield Makes Kraft Foods A Good Prospect [View article]
    I'm curious what we'll see long term from the new Kraft. Mondelez reported earnings last week and announced a dividend raise and an increase in the buyback program. I checked KRFT's site for dividend schedules, but I could not find anything for the new Kraft. They will declare their dividend sometime in the next month or so for the October payout. I wonder if they will follow in their grandparents footsteps of 3Q dividend raises like MO/PM have. However, if they do increase it will lower the margins even more.

    Perhaps the Mondelez dividend increase/buyback move was a reaction to Peltz in some way. Had the PEP/MDLZ idea not been pushed, perhaps MDLZ would have not raised either the dividend or the buyback. It will be interesting to see what Kraft does in comparison.

    Disclosure: Happily long PM, KRFT, GIS, PEP and MDLZ.
    Aug 13 06:37 AM | Likes Like |Link to Comment
  • Kraft Food Group downgraded by Jefferies [View news story]
    Great. Time to buy some more!
    Aug 5 07:23 AM | 1 Like Like |Link to Comment
  • Kinder Morgan Energy Partners A Buy [View article]
    Great article, Casey, and thank you for your contribution.

    I bought EPB along with EP a few years before KMI bought-out EP. I think a good article (I think by Todd Johnson) here on Seeking Alpha a year or so ago brought up a good point -- that KMP will eventually buy EPB just like KMI bought EP. It doesn't make a lot of sense -to me- to have two MLP's competing for assets over the long term.

    When this EP-KMI deal happened in October 2011 and settled in 2012, I was very tempted to sell EPB thinking it would be looked as a stepchild for drop-downs from the KMI mothership compared to KMP. It seemed many others in the stock market voting booth felt the same as EPB lagged for quite awhile. However, I am glad I hung onto EPB as it has performed quite well. Mr. Kinder and his staff indicated the drop-downs would be 50% equally split between KMP and EPB and that appears to be the case as far as I can tell.

    Given the prudent management of Mr. Kinder, I will continue to hold EPB with the belief that after the synergies are more refined after taking over a huge entity like El Paso (EP) and perhaps when the debt loads are reduced from the transaction, EPB will very much be gobbled up by KMP. Only a matter of time as far as I'm concerned. Don't we have enough Kinder companies as it is? KMI, KMP, KMR, EPB. Sometimes even I'm still confused by all this alphabet soup and I follow the pipeline space closely! Might as well combine EPB with KMP.
    Aug 2 10:17 AM | Likes Like |Link to Comment
  • Philip Morris Is A Great Dividend Play [View article]
    Here's the power of a rising dividend: The shares I bought in January 2010 are now yielding over 7%.

    Look for a nice dividend raise to about $0.92 per share when they declare in September.

    I agree with the poster above me: Boring but rewarding. Boring is good.
    Jun 14 08:13 AM | 3 Likes Like |Link to Comment