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dgawewl

dgawewl
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  • General Electric Is Not Getting Any Respect [View article]
    Cash472,
    i like your insightful thinking. I have learned to be a skeptic when it comes to investing. I can't remember when GE was over $29, possibly in 07. Your concern of how future contract revenue is treated is very crucial to true accurate interpretation of GE and other co's books. If billions are 20 yr service contracts it should be on the books a future service revenue and moved to revenue and the period of service occurs, say quarterly. One would like to think companies tell a accurate accounting story.

    In my opinion, Jeff Immlet, CEO has been CEO too long. Why hasn't he moved to lessen financial risk and improve industrial certainty years before the financial crisis? He missed the boat. Just because a company has large market capitalization doesn't mean it is run well from the top down.
    Jul 29 07:45 PM | 2 Likes Like |Link to Comment
  • Why I Sold My Shares In Altria [View article]
    Many investors lose perspective of a falling dividend yield due to rising stock price. This is simple math and a fact of the relationship of price and dividend paid. If you entered MO when the yield was 5.5% and held it, the true yield for this position has increased because the price paid remains the same and when the quarterly dividend paid increases the true yield increases. This is because the yield is dividend paid divided by cost (price at time of purchase). The current yield is current dividend paid divided by current stock price. Unless you reinvest the dividends and increase your average cost/share, your dividend yield will grow more dramatically because the dividend increases, usually annually, and the cost remains the initial purchase price. Same initial lower share cost and an increased dividend produces a greater dividend yield. Buy a good company with reasonable increasing dividends and hold the position. Collect the dividends in cash to use for future stock purchases at a favorable entry point.

    The complaint of lower dividend yield because the stock price has increased measurably should not be a complaint. Contrarily, it is an indicator of a good entry into a good company.

    Too many investors get wrapped up into analyst's complex writings and overlook the fact that simple works.
    Jun 13 09:18 PM | 3 Likes Like |Link to Comment
  • Southern Co. acquires New Mexico's largest solar facility from First Solar [View news story]
    Too little info to make intelligent comment. FSLR struggling since gov't reduced credit. Why SO and Turner together? Questionable cost/return vs risk?
    NV_GARY has it right - let's see what they paid, etc.
    May 23 08:20 PM | Likes Like |Link to Comment
  • Retired Investors: Is It Time To Consider A New Investment Strategy? [View article]
    Bob,
    I find your analysis consistent and effective and having "tweekable" factors that will allow individuals to adjust to their personal risk/reward preferences. However, I was anxiously waiting to read how you determined when to sell and buy (probable a replacement stock). Once selecting what sock to buy the challenge remains when to swap one out and purchase the newly selected one. Timing with ex-date, for example, will make quite a difference when to buy.

    I look forward to your thoughts in these regards,

    Thank you for your ideas and supporting information.

    Dan Gawel
    Jun 30 06:04 PM | Likes Like |Link to Comment
  • Energy Transfer Partners (ETP) -3.8% AH after announcing a public offering of 12M common units. ETP says it will use net proceeds to pay down debt and for general partnership purposes. [View news story]
    i fully agree with duncansk and Richard Waldren. One more aspect re ETP is their dividend doesn't have a good history of annual increases, attributable to their acquisitions and growth. Hopefully they will increase the div.
    Apr 4 08:37 PM | 1 Like Like |Link to Comment
  • Active Vs. Passive Value Investing: How Much Is Your Time Worth? [View article]
    I don't know any of you personally so please don't take this personally,

    I think all of you have accurate and inaccurate observations and comments, most identical just worded differently,

    Investing requires fundamental research and adjustment and timing for all others participating in trading who react with emotion thereby destroying the possibility of ideal investing. Fundamental information and rational is generally accurate and consistent whereas investment driven by emotion (fear and greed) is an immeasurable and unpredictable variable invluencing the efforts of fundamental strategic investment.
    Apr 29 02:14 AM | 1 Like Like |Link to Comment
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