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retooks

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  • StoneMor, An 8% Dividend Payer for the Next 10 Years [View article]
    I own Ston and enjoy the distributions but this is far from a buy and forget it. I own over 40 stocks and I monitor this one closely. I would never own a larger position in this unless I was smart enough to fully understand the accounting. However the theory of the business makes sense to me so I take a chance on it. I would never write an article unless I had something to offer readers. This author does not even mention the trust fund, the debt, etc. Making comments is one thing writing an article is another.
    Mar 16 05:16 PM | Likes Like |Link to Comment
  • StoneMor Partners misses by $0.04, beats on revenues [View news story]
    The Street does not understand the business model and I guess never will. Maybe in a decade or so they'll get it but the good news is the business will provide double-digit returns thru the distributions. When the investing community understands this is a real and viable model then the capital gains will materialize. Either way those who invest in Stone come out on top.
    Mar 16 04:38 PM | Likes Like |Link to Comment
  • Why Dividend Stocks Are A Shield Against Mr. Market [View article]
    There is not a more orderly or sustainable way to distribute your retirement income than simply using your porfolio dividends. Whether the dividends come from individual stocks or from funds they are being covered from earnings and therefore your capital should be preserved and even grow. Nothing is foolproof but this is as close as it gets. I had to boost my income a little by investing part of my portfolio in Bond Funds but balance and diversity are always important.
    Jan 5 11:41 PM | 1 Like Like |Link to Comment
  • 8 High-Yielding Dividend Stocks With Very Low PEG Ratios [View article]
    GA is in the Motley Fool income investor portfolio as well. It's growth is reminiscent of late 90's tech stock except it has a PE below 10 instead of in the 50's or higher and it pays a fat dividend
    Jan 4 11:17 PM | Likes Like |Link to Comment
  • This $4 Stock Yields 12% And The CEO Is Loading Up On Shares Now [View article]
    Be careful with PBI, it's yield is a value trap. The technology is married to snail mail which is on an irreversible decline. If you look for 12% or similar dividends you are going to catch a lot of falling knives. Bonds or Bond Funds might be better for you
    Sep 4 10:37 AM | 2 Likes Like |Link to Comment
  • This $4 Stock Yields 12% And The CEO Is Loading Up On Shares Now [View article]
    Author makes no comment on the fact that the anticipated earnings for 2012 are equal to about half the current dividend. Obviously the 12% yield is about to disappear unless the author has info to the contrary.
    Sep 4 10:31 AM | Likes Like |Link to Comment
  • Veolia Environnement Cleans Up Its Balance Sheet [View article]
    I sold today and with the last dividend and the rebalancing I did twice this year I'm about even. I knew this was a high risk stock but a 40 % drop in the last month or so has just wore me out. If I hadn't rebalanced and was underwater I might tend to say the hell with it and hang on. I have a handful of other Euro stocks that I've decided to try and ride out. Good luck to those who are long I hope you are rewarded with big gains.
    Aug 3 05:34 PM | 1 Like Like |Link to Comment
  • Stonemor Inflated On Dividend Enthusiasm [View article]
    Brian you are a lot smarter than I am and the financials of this company are a little complicated but I have a proposition for you. Stone's management came out with a defense of their company yesterday that seemed to stem the tide of selling. Why don't you respond point by point to their defense. If you are right about your position this would pretty much cement it and you would be doing a public service
    Jul 28 01:48 PM | Likes Like |Link to Comment
  • Stonemor Inflated On Dividend Enthusiasm [View article]
    By calling disrtibutions dividends it is easier to confuse readers I suppose. The fact is Distributions are the required payout to unitholders of at least 90% of INCOME to the MLP. Dividends are discretionary payouts to shareholders which can be financed in any way a company desires including borrowing. The difference between dividends and distributions and unitholders and shareholders for that matter, are not semantics The debt is the only way an MLP can finance aquisitions and this is common knowledge and common practice. You are either dangerously ignorant or are manipulating to the benefit of a short postion. In either case your articles should not be taken seriously
    Jul 27 07:14 PM | Likes Like |Link to Comment
  • The Impending Implosion Of StoneMor Partners [View article]
    This whole episolde is shameful, either you don't understand how MLP'S work or you have purposely tried to manipulate the market to the benefit of a short position. To say the difference between distributions and dividends is merely semantics is bs. Distributions are the REQUIRED payment of income to unit holders. Dividends are discretionary payments made to stockholders. By calling distributions dividends you have been able to confuse people into thinking these are not income distributions. The debt has been totally used for acquistion and is the ONLY way an MLP can make acquisitions since income must be paid out to the tune of 90% to unitholders. You should be investigated and at the very least you should never be taken seriously again.
    Jul 27 06:44 PM | 3 Likes Like |Link to Comment
  • Intel Continues To Deliver Solid Results And Return Cash To Shareholders [View article]
    INTC is a great way to add diversity to your income portfolio. It offers your portfolio inflation protection through dividend growth as well. Tech companies worry me but some exposure is probably safer than no exposure.
    Apr 19 12:05 AM | Likes Like |Link to Comment
  • A Major Australian Bank With A More Generous Dividend Than JP Morgan Or Wells Fargo [View article]
    Skafan, it would appear to me that your endorsement of Wespac is based solely on the size of the dividend or at least as compared to other banks that you listed. I would like to see the valuation of the company scrutinized a little more. If you overpay for a company the dividend can be cut or disappear or even become irrelevant due to a massive market cap loss. Not saying anything like that applies here but would like to see the valuation of the company broken down. There are countless investments that will pay you a higher return in dividends or distributions than the 5% you get here. NGG, MO, T, VZ, VOD, KMP, MMP, I own all of these and several others that pay a higher return. Just saying :)
    Apr 14 02:12 PM | 2 Likes Like |Link to Comment
  • 8 Dividend-Paying Alternatives To Pfizer [View article]
    I own Arlp and Has. The political environment for Arlp is troublesome and uncertain but probably worth the risk. If I didn't already own them I might wait to see if Obama's administration gets tossed out or not. However if that does happen the stock is most likely at a discount right now.

    Hasbro has a great business model, a history of execution, and a favorable price tag. It is hard to see any real impediments to their growth that would be anything other than temporary in nature.
    Apr 10 02:14 PM | Likes Like |Link to Comment
  • 3 Coal Plays For The Contrarian [View article]
    I own Arlp but it's possible I might sell it. It's a good company but coal is in the cross hairs of not only Obama but the entire leadership of the democratic party. I don't know whether this administration will get tossed out in November or not who can tell? I would hope so but if not the coal industry will suffer in a big way. One would think that inevitably Natural Gas and Coal would be exploited to our nations advantage but really is there any evidence to support that. Look at the ethanol debacle,it goes on and on even though it is inflationary to our entire food industry and accomplishes nothing but to make the green lobby feel good and fatten the balance sheets of factory farms. So for now I keep ARLP and collect the dividends but I have a hair trigger on it.
    Apr 10 01:44 PM | Likes Like |Link to Comment
  • 2 Blue Chip Energy Dividend Stocks That Are Oversold And Undervalued [View article]
    Valuation looks great on Hal. but why on earth such a small dividend? It appears they could double it without even breaking a sweat. Looks like they are oblivious to the idea of benefiting stockholders. Its a shame but apparently the management doesn't know who owns the company. If that changes I would be interested.
    Apr 7 09:37 AM | 1 Like Like |Link to Comment
COMMENTS STATS
44 Comments
30 Likes