Blenderboy

Is BCE's Dividend Safe?

Inveseting in BCE is investing in George Cope and his team. As a manager at Telus he has an admirable record.bu

They just sold unsecured bonds in the mid 5% range. The dividend is paying out 6.4%. Amazing in these times you can raise unsecured money at lower rates than your recently increased dividend. So, sell bonds, buy stock and pocket the spread while at the same time reducing your shares outstanding which means you can show EPS growth. That's smart short term. Long term this is a cost reduction, slow revenue grower. Dividend is safe. This looks like a gimme 10% this year. I'll take it!

Google Ads and comScore: The Real Story

Buying opportunity - pure and simple. GOOG is dominating and monitizing in a way that is unprecedented. Who knows what the market will do in the short term but I am going to buy here with a two years view - impossible for most to understand, I'm sure, but it looks to me like a double over that time.

Market Ignores Big Picture: Punishes Hansen on Gross Margins

I totally agree with your analysis. What food or drink maker won't see cost input pressure? The fact that they dropped more earnings to the bottom line on a percentage basis is the real story.

Keep in mind that everyone got killed on Friday and that the market is going to be tough for a while, but the operating momentum and market opportunity HANS has going forward makes it an extremely good buy at these prices. I'll take 50% growth at a forward 20 times earnings with no debt everytime. Isn't HANS a stock Peter Lynch would love?

Selling Teck Cominco - I've Lost Confidence in Management

Tough trade at today's price of $42.00. A rising tide lifts all boats and with copper, coal, and oil sand assets this company's future looks good in today's commodity price environment. If nothing else it offers a hedge against a rapidly declining greenback.