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  • 5 Reasons We Stink As Investors [View article]
    Thank you for a useful posting.
    Mar 15, 2013. 09:47 AM | Likes Like |Link to Comment
  • Forecasting Future Earnings Is The Key To Successful Stock Investing: Analyst Estimates Are A Starting Point [View article]
    Excellent article. Thank you.
    Of course analysts' estimates of EPS beyond the current and next quarter will almost always be wrong. The companies don't know what they are going to make in 2014--how can they? Knowing that we can use analysts' estimates and company guidance as just that-guidance. The trend, the order of magnitude, recent changes, etc. all help us get a sense of what is likely. And then we diversify.
    Mar 15, 2013. 09:43 AM | 1 Like Like |Link to Comment
  • 33 Favorite Equity Income Stocks Of 6 Top Actively Managed Rated Equity Income Funds [View article]
    Very nice piece--thank you.
    Mar 10, 2013. 10:54 AM | 1 Like Like |Link to Comment
  • 2 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    I'm long JPM. The current dividend pay-out ratio is just 22% on 2013's estimated EPS of $5.50. The dividend could easily be doubled in four or five years to $2.40 per share
    Mar 10, 2013. 10:33 AM | 1 Like Like |Link to Comment
  • Phillips 66 Catalysts Include Dividend Growth And MLP Spin-Off [View article]
    Excellent work--thank you.
    I'm long PSX from the spin-off.
    Mar 10, 2013. 10:18 AM | 4 Likes Like |Link to Comment
  • Are High Yield Bank Loans Better Than High Yield Bonds? [View article]
    Interesting posting. Thanks.
    I'm increasingly concerned that interest rates will one day this year move up suddenly and sharply. I've got a bank loan fund, SAMBX, and am going to look carefully at HYS and SJNK.
    Mar 9, 2013. 05:58 PM | Likes Like |Link to Comment
  • Analyzing Earnings Estimates For The Dow Jones Industrials Average At Its Record High [View article]
    Very nice work.
    Mar 6, 2013. 11:41 AM | 1 Like Like |Link to Comment
  • The S&P 500 Is Trading For 17.9x Last Year's Earnings, Not 13.7x Next Year's Earnings [View article]
    Trailing earning are important for perspective, but not for buying or selling, in my opinion. Future earnings, revenue, dividends, etc. are what we buy and sell. Analysts almost always overestimate earnings and later revise their estimates downward.
    Mar 6, 2013. 10:24 AM | 1 Like Like |Link to Comment
  • Why REIT Dividends Are Not A Mirage [View article]
    Very well said.
    Mar 6, 2013. 09:35 AM | 2 Likes Like |Link to Comment
  • Dividend Champions Smackdown XXXVI [View article]
    Thank you for sharing your great work!
    Mar 6, 2013. 09:29 AM | 1 Like Like |Link to Comment
  • Targa Resources Partners LP: The Power Of A Balanced Portfolio [View article]
    Nice posting--thanks.
    I'm long TRGP.
    Mar 6, 2013. 09:22 AM | Likes Like |Link to Comment
  • Growth Of Ultra-Deepwater Oil & Gas Spells Big Gains For Oil Service Operators [View article]
    Great posting. OII is my largest position--bought it in 2002.
    Sell a little every year or two. I read everything I can find about OII, but your brief comparison is one of the best! Thanks, and I hope you're right.
    Mar 4, 2013. 08:27 AM | Likes Like |Link to Comment
  • Vale Misses Badly, Cuts Dividend On Massive Quarterly Losses [View article]
    I'm going to take your advice and add to my small position in BBL. Decent dividend and modest growth are my expectations for BBL.
    Also, diversification is important--I've learned that lesson the hard way. Thank you.
    Mar 2, 2013. 11:16 AM | 1 Like Like |Link to Comment
  • The Dividend Aristocrats: Where Have All The Bargains Gone? [View article]
    We thank you for your great work!
    Mar 2, 2013. 10:59 AM | 1 Like Like |Link to Comment
  • My Dividend Growth Portfolio: Selling Guidelines And General Rules [View article]
    Good list of rules.
    One thing stood out--the 8% limit on a single position.
    My experience is that an 8% position is a real concentration problem.
    I had 10% in a bank stock that collapsed in the '08 crash. It's still down about 75%. It's not a 10% position anymore.
    Mar 1, 2013. 08:41 AM | 1 Like Like |Link to Comment
COMMENTS STATS
319 Comments
281 Likes