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b10845

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  • Total: 5.5% Yield And Growing [View article]
    @Moon, note TOT's vast exposure to Africa, it might be paid, big time.
    Sep 11, 2013. 12:24 PM | Likes Like |Link to Comment
  • Total Still Has A 4.75% Net Yield After Its 18% Jump [View article]
    Hey Doc, it's complicated than that :-) in my case.. the holding is through a third country with a tax treaty with the US. Thanks anyway.
    Sep 9, 2013. 08:31 AM | Likes Like |Link to Comment
  • Total Still Has A 4.75% Net Yield After Its 18% Jump [View article]
    Thanks for an interesting article. In 18/7/13 I got a dividend of a $0.77/Share before tax and $0.57/Share after - hence 25% tax deduction. More generally: even if "worst case scenario" of 30% deduction had been realized, I'd still think TOT is attractive. It has a vast exposure to Africa.. possibly the really major last frontier.
    Sep 9, 2013. 03:25 AM | Likes Like |Link to Comment
  • How Conservative Investors Approach Big Tech [View article]
    Speaking of relatively risky stocks, like tech stocks, it reminds me Buffets "moat" approach. A month or two ago I was about to buy a fertilizers stock, Potash (POT). Dividends and P/E looked attractive to me. Eventually I bought Coca Cola (http://bit.ly/pjlgGH) instead, after Tim reminded the stock is "back in fair value territory".

    Long story short, in the last few days fertilizers stocks have been crushed since apparently all the big players in that field were part of a global Canadian-Russian cartel. The Russian part decided to leave the cartel and so profits are going to be cut into slices. So - always remember not to buy if you don't see the moat..
    Aug 2, 2013. 07:42 AM | 2 Likes Like |Link to Comment
  • Total (TOT) may win a contract from Sri Lanka's government to study the prospect of deepwater offshore oil and natural gas deposits, Bloomberg reports. Eni (E) also has expressed strong interest in the blocks; talks are underway with Exxon (XOM) and India's ONGC. Sri Lanka's Mannar basin is estimated to hold 1B barrels of oil, equal to ~18% of India’s proved oil reserves. [View news story]
    "Sri Lanka's Mannar basin is estimated to hold 1B barrels of oil, equal to ~18% of India’s proved oil reserves."

    Hmmm, India and Sri Lanka are separate countries, aren't they?
    Jul 24, 2013. 09:44 AM | 1 Like Like |Link to Comment
  • Why Total Belongs In Your Income Portfolio [View article]
    Cheers north. It came out well eventually! the delay caused by some night processing in my broker servers.
    Jul 22, 2013. 09:05 AM | Likes Like |Link to Comment
  • Why Total Belongs In Your Income Portfolio [View article]
    Problems with my broker? have you noticed if Total SA (TOT) delivered dividend in the last few days?
    Jul 21, 2013. 12:11 PM | Likes Like |Link to Comment
  • Contrarian Investing Is Not Necessary To Beat The S&P 500 [View article]
    This is a good reply to Qniform. *Off-topic: You wrote "any wonder why I am long LO, MO and PM". I know that Tim has once written that it's better to invest in companies that produce what people want & buy (e.g.. tobaccos) rather than "educating" the people by boycotting "bad" firms.

    As for me, the far as I could get has been buying, quite recently, coca cola (KO). Why? because it's a great company. What about morality? well I had checked on their website and after I found out that they actually selling mineral water around the globe I felt better with my investment.

    Call me naive, but this is my opinion. And so no matter how hard I try I cannot find any real (!) benefits tobaccos bring to consumers. And I didn't talk about the externalities...
    Jul 15, 2013. 12:18 AM | Likes Like |Link to Comment
  • Total's Bright Future: Opportunities Abound [View article]
    @llouest - you are probably right. One of the reasons why the mining and extraction industry draws fire for exploiting developing countries is really because of these "connections" with dubious leaders. Total is by no mean different.
    Jul 13, 2013. 04:55 AM | Likes Like |Link to Comment
  • 2 Underrated Investment Techniques In The Real World [View article]
    Come on Tim, really love reading your articles, hence no way I'd miss a reply that is directed at me :-). Seriously, I agree with the "headache" issue, and I will adopt the "15th stock" of the portfolio concept.

    Last word on Total, according to Yahoo Finance the dividend yield is 4.5%. Note that it is probably after witholding tax since its real yield is more like 6%. I've just read in another article about TOT that there is a confusion about it.
    Jul 11, 2013. 05:40 PM | Likes Like |Link to Comment
  • 2 Underrated Investment Techniques In The Real World [View article]
    Hi Tim, thanks for the article. I must say cheers also for reminding us, just in time for me (!), that KO has entered fair valuation. To the point - out of curiosity why did you add tidal next to Total? (I am long TOT).
    Jul 11, 2013. 04:52 PM | Likes Like |Link to Comment
  • Why Total Belongs In Your Income Portfolio [View article]
    Here are my findings. According to TOT's website the oil giant has declared on a 0.59 Euro Q1 dividend. As of today it's approximately $0.75 per share. Hence $3 per annum, what brings the dividend yield into 6.1% territory. But on Yahoo you can still see mere 4.5%.

    Maybe it's due to exchange rate fluctuations but "The Investment Doctor" and me findings are a bit different, I find Yahoo's yield to be 75% of that promised 6%.. but it still as he/she said can be a result of taking into account withholding tax.
    Jul 10, 2013. 01:21 PM | Likes Like |Link to Comment
  • Why Total Belongs In Your Income Portfolio [View article]
    Wonder if TOT's 4.5% dividend yield according to Yahoo finance is before an optimal tax plan? (the 15% I am not sure I understand).
    Jul 9, 2013. 01:14 AM | 1 Like Like |Link to Comment
  • Is The REIT Glass Half Full Or Half Empty? [View article]
    @Brad. Note that Swenson, who is really orchestrating the biggest real estate activity in endowment universe, is doing that through diverse channels - REITs, direct purchases, private equity and unique investment vehicles (tailor made stuff we all here can only dream of). He definitely doesn't put all real estate eggs in one channel.
    Jul 6, 2013. 03:47 AM | Likes Like |Link to Comment
  • Energizing Your Dividend Portfolio With Chevron [View article]
    I agree, I am long CVX for quality (35% of my energy exposure), and TOT for opportunity (65%). But actually this "risk" of TOT is heavily hedged by the French giant hefty dividends.
    Jul 6, 2013. 03:37 AM | Likes Like |Link to Comment
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76 Comments
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