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  • Wells Fargo Is My Favorite Bank By Far [View article]
    WFC has been good enough for Warren, who knows how to pick winners, so it's good enough for me.
    Dec 1, 2014. 07:41 PM | Likes Like |Link to Comment
  • Gilead Sciences: Clear The Dockets And Settle With Merck Already [View article]
    Disclosure says the author is long GILD & MRK. His profile describes himself as an occasional investor. Loose language shows he lacks patent law qualifications.

    Long GILD & MRK. That raises questions of bias, putting a scare into GILD stockholders. Makes me wonder how SA let this article be published.
    Oct 21, 2014. 08:52 PM | 2 Likes Like |Link to Comment
  • Cummins +2.6% as Argus lifts stock price target to $170 [View news story]
    Recent years CMI stockholders have been blessed with dividend increases every September. Let's hope for a repeat. Sweet!
    Jul 4, 2014. 10:24 AM | 1 Like Like |Link to Comment
  • Market Consensus For Gilead's Q2 Revenue At $5.3B Is $0.5B Light [View article]
    Michael, "warehousing of patients" seems to mean patients with HCV were in a serious condition to be admitted to a hospital, and after diagnosis confirmed treatment was delayed. Isn't the hospital often waiting for health insurance companies to approve payment as the main reason for delaying commencement with a so-called expensive drug like Sovaldi?

    So are hospitals ordering Sovaldi on a tentative basis to hold up delivery until payment is authorized, meanwhile stacking patients in hospital beds waiting for approvals? That seems like an expensive and wasteful way for insurers to pay for healthcare.
    Jun 16, 2014. 08:34 PM | Likes Like |Link to Comment
  • Anadarko hits 52-week highs as takeover speculation swirls [View news story]
    Queried about APC on Cramer's "Lightning Round" he said it's his favorite energy stock in the Charitable Trust and don't be surprised if it'll no longer be an independent by EOY.

    Today's price action and big call option trading are boosting the stock. Looks like happy times ahead. Long time holder, but never took plunge on calls.
    Jun 11, 2014. 12:32 PM | Likes Like |Link to Comment
  • Vodafone Is A Buy Considering Its 5.30% Yield [View article]
    No mention of India's recent pro- business election which should change the unreasonable burdensome position of regulators. VOD is a leading telecom in India's enormous marketplace. That's the future!
    Jun 3, 2014. 09:26 PM | 3 Likes Like |Link to Comment
  • Boeing's Stealth Taxpayer Subsidy [View article]
    JA's profile shows he is an occasional investor and a frequent daily long & short stock trader. Usually we see Disclosure at the end of a SA article as to the author's current or intended investment in the subject company. Not here though.

    Conclusion: If it looks, talks, and smells like a short, it must be a short.
    Jun 3, 2014. 10:16 AM | 4 Likes Like |Link to Comment
  • Apple: The Case Against A Dividend Increase [View article]
    Apple's business plan, Innovation to create products that change the world, continues to amaze. Apple more than any other company is a symbol of success.

    New products aren't released until kink-free. R & D get first priority. Fortunately management skills breed cash flow available for dividends, even for increases, and set a floor for value investors based on yield.

    Market timing well executing buybacks when stock pricing is pressured decreases the stock float and offsets attacks by short sellers scaring weak investors.

    If you believe in investing in sector leaders, Apple should be at the top of your list.
    Apr 18, 2014. 07:53 PM | 1 Like Like |Link to Comment
  • Verizon: The Short-Term Impact Of The Verizon Wireless Acquisition [View article]
    Did VOD get an IRS ruling that the cash distribution will be a return of capital so that it won't be a taxable event unless the amount exceeds the cost basis?
    Jan 16, 2014. 02:07 PM | Likes Like |Link to Comment
  • Verizon: The Short-Term Impact Of The Verizon Wireless Acquisition [View article]
    VZ must regard the future of VZW very highly in deciding to open its purse to close the deal & have 100% of wireless. Many VOD holders would have similar sentiments. Mulling strategy my plan is to hold both. Full control of VZW enables VZ to focus innovation and compete effectively here in the USA.

    As for VOD, they didn't waste time in putting $$$ to work in acquisitions and expansion.

    Both should be winners. Stick with them and enjoy the ride up!
    Jan 14, 2014. 02:24 PM | 3 Likes Like |Link to Comment
  • Qualcomm: Not Cheap, Not Expensive, Just Leave It Alone [View article]
    Just checked long term charts. QCOM started quarterly dividends @$.025 in March 2003. Steady increases since then. Currently paying $.35, raised in June from $.25, not bad for us long term investors.
    QCOM is the leader in its field, innovative technology. Stick with a winner. Research developed patents with revenues from chips and royalties from smartphones and tablets.
    Oct 13, 2013. 01:23 PM | 8 Likes Like |Link to Comment
  • Paulson buying into Vodafone? [View news story]
    Seems like a no-brainer, tossing a coin, heads I win, tails you lose.
    Sep 10, 2013. 02:30 PM | Likes Like |Link to Comment
  • Apple: How To Admit You're Out Of Ideas [View article]
    Read Isaacson's bio of SJ. Innovation, quality, pride. A new product doesn't go into production until kinks are resolved. That's the reason AAPL has been so successful. Why do critics pound the table, complaining they aren't innovating, not having introduced a new product since October. Or that a new product isn't really new, just an improvement of an earlier product.

    Half empty or half full? Or should we just say your full of it?
    Apr 24, 2013. 07:47 PM | 1 Like Like |Link to Comment
  • Buy Qualcomm - It's The Intel Of Mobile [View article]
    Bumped the dividend to $1.40 annually? Checked the March 27th dividend just received. It was the usual 25 cents quarterly. Can you please refer details about a bump.

    Btw, I'm a long term holder with a cost of 22. Forced to buy when puts sold went below the 25 strike price.
    Apr 7, 2013. 08:23 PM | Likes Like |Link to Comment
  • "Here's a novel way to drive up a company’s share price," writes the NYT's Jeff Sommer. "Pay billions of dollars in additional taxes." Forensic accountant Robert Olstein reckons that companies such as Apple (AAPL), Microsoft (MSFT) and Cisco (CSCO) should repatriate the tens of billions dollars they hold abroad, pay tax on it, and then use the rest of the cash to repurchase stock. That would boost their share prices by at least 20%. [View news story]
    The purpose of the last repatriation amnesty was to enable corporations to create new jobs here. Well, it didn't happen. Instead corporations used those funds for stock buybacks and to fatten executive salaries and parachutes.

    If repatriation tax consequences were to be offset by a corporate deduction to the extent of increased dividends distributed, the stockholders would benefit by the increased dividends, IRS benefits by increased tax revenues from the stockholders, so it could be a win-win situation all around.

    If only our legislators could come up with creative thinking like that!
    Mar 24, 2013. 12:49 PM | Likes Like |Link to Comment