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  • Charlie Munger: Civilized People Don't Buy Gold [View article]
    Best argument for gold I've heard. But I would rather eat spam than own a CEF.
    May 6 12:04 PM | 4 Likes Like |Link to Comment
  • Phillips 66 Offers Opportunity After Spin [View article]
    My Scottrade account shows a cost basis for PSX and reduced basis for COP. Quicken produced completely different numbers when I tried to make the entry. But I can't figure out how either arrived at the numbers. My best guess is that we won't know until tax time. The 1099 will satisfy the IRS and we will live with uncertainty until then.
    May 6 11:53 AM | Likes Like |Link to Comment
  • Why It Is Teva Time [View article]
    One additional reason for the dividend investor is the dividend growth rate. Both 3yr and 5yr growth rates are over 20%. Current yield is lower than my requirement, but for those with lower initial yield requirements, TEVA merits a good look.
    May 6 11:48 AM | 1 Like Like |Link to Comment
  • Earnings Vs. Dividends: Which Is More Important? [View article]
    Apple plans to initiate a dividend. D-G require a period of rising dividends. In no way does Apple qualify as a dividend growth stock. It has other qualities that make it appealing to different investors. Including some dividend investors. But like most other investing styles, D-G investors have certain required criteria: Apple does not fit.

    Exxon is loved by some, not by others. That just shows that though dividend investors have required criteria (like other investors) they do look at other considerations. For example: I own COP, not Exxon. My decision has nothing to do with an orifice.
    May 5 09:29 AM | Likes Like |Link to Comment
  • Shares of Coca-Cola (KO +1.4%) cruise to a 52-week high as a buy-the-split trading strategy (I, II) continues to be bandied about. An interesting development to watch will be what will Warren Buffett do with Berkshire's sizable position after he famously pared back his stake in Kraft when it dared to propose issuing new shares against the Oracle's wisdom. [View news story]
    Does anyone REALLY care what Buffett does with his KO shares? Or perhaps why SHOULD anyone care is the better question as I am sure their are those who try to mimic the oracle. His opinion has nothing to do with the value of KO.
    Apr 28 02:22 PM | Likes Like |Link to Comment
  • Johnson & Johnson Worst Days May Be Ahead Of It [View article]
    I'm inclined to agree. I don't know how long it will take JNJ to get back on the right track. But I've come to the conclusion that the chance of more fallout is more than I'm willing to accept. Closed my JNJ position yesterday.
    Apr 12 12:46 PM | Likes Like |Link to Comment
  • Windstream: A Compelling Buy At Current Levels [View article]
    "The dividend appears safe and has held steady at its current rate since late 2006, however, with a payout ratio of over 300%, it is unclear whether or not the dividend can be sustained at its current level."

    So which is it?
    Apr 9 08:28 AM | 1 Like Like |Link to Comment
  • 5 Dividend Champs: Halliburton Our Top Pick [View article]
    If you've decided to sell it, why wait? Take the tax loss and move to a stock you have confidence in. That way you get the gain of a better stock and an offsetting tax loss. Plus eliminating the emotion of dealing with a loser.
    Apr 3 08:02 PM | Likes Like |Link to Comment
  • 4 Companies With Second-Rate DRIPs [View article]
    But some of no-fee DRIPs get you on the sell side. I'm not a fan of company DRIPs because on the ones I've looked at, including Abbot Labs, the commissions are high when you sell.
    Mar 10 12:17 PM | Likes Like |Link to Comment
  • 3 Things That Could Prop Up Supervalu Stock [View article]
    I agree. When a stock you own keeps going down it's easy to decide you were wrong and cut your losses. But in the case of SVU most investors were probably aware of the problems they have going in. I think the biggest thing that has changed is the short sellers piling on. I'm going to bet that tide will eventually turn.

    Long SVU
    Mar 6 11:31 AM | 1 Like Like |Link to Comment
  • Chimera: Time To Look For An Exit Strategy [View article]
    "The NLY guys are still shepherding the CIM"

    If CIM is having management issues, doesn't that suggest NLY isn't as safe as some of it's proponents think?
    Mar 5 01:08 PM | Likes Like |Link to Comment
  • What I'll Buy With Dividend Income This Week [View article]
    I agree. Already long on both EXC and SYY. Will add to both if the market dips.
    Mar 5 12:57 PM | 1 Like Like |Link to Comment
  • A Buy Signal For Undervalued Stocks: Act On The Positive Analyst Gap And Profit [View article]
    The analyst's estimates used on Yahoo and other sites is an average. That average includes analysts with poor track records. Additionally, some of the estimates used to make up that average could be several months old. That is why stocks frequently trade above the average estimate. And why I choose to ignore the average analyst. If I can't see the analyst report behind the numbers, it's just a number, and there is no reason to give it any special consideration.
    Mar 5 10:40 AM | 1 Like Like |Link to Comment
  • Johnson & Johnson: The Company Buffett Does Not Want To Keep [View article]
    "Investors responded by knocking a few more dimes off its price."

    I'm not sure where you got that, but JNJ opened up and at this moment is up 1.3%. It seems that investors ignored Buffett.
    Feb 28 02:22 PM | Likes Like |Link to Comment
  • Leggett And Platt: The Profitable Transformation [View article]
    Excellent article. Looking at numbers alone without viewing the story behind those numbers can lead to missed opportunities.

    As I see it, Leggett and Platt's management is positioning the company for the future while looking out for the shareholder. I believe that as the economy improves their sales will pick up. Whether that takes one year or several years, the dividend makes the wait worthwhile.

    Long LEG
    Feb 27 10:50 AM | 2 Likes Like |Link to Comment