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  • Altria Group: A Solid 4.90% Yield With Future Upside Catalysts [View article]
    I completely agree that MO is a very solid choice, Combined with even moderate earnings and dividend growth rates, the excellent initial yield is hard to resist. As I discuss here, MO is actually my highest-rated DG stock: I do think they are a little slow to the e-cig game. A very brand-conscious friend of mine -- a lifelong smoker -- surprised us by showing up with his new "Blu" e-cigs (owned by LO) after decades of nothing but Marlboros. I wish that customer and revenue had stayed in MO's camp, but with luck they will capture a fair share of that market.
    Jul 26, 2013. 02:59 PM | 3 Likes Like |Link to Comment
  • Market Strategy - Why I Sold INTC [View instapost]
    As you've stated it, a dividend freeze is pure speculation, yes? Or has intc made an official announcement? If you fear it may happen, I guess getting out early is the right idea. But Inwouldn't trust morningstar on this. Intc's payout ratio is low enough to provide a raise this year, even if modest.
    Jul 26, 2013. 08:06 AM | Likes Like |Link to Comment
  • Will Buffett Be Right On Wells Fargo? [View article]
    I got some shares of Ford at around $9 -- maybe that will be my ten-bagger.
    Jul 24, 2013. 09:34 PM | Likes Like |Link to Comment
  • Will Buffett Be Right On Wells Fargo? [View article]
    I like the article generally, and I like WFC as an investment (I own some shares at about $39). But I don't for a minute think I've got a ten-bagger in WFC in front of me, even with a long time horizon. If I had gotten in at $9, like Buffet, then maybe, but not at today's prices. How about pointing us to something with proper ten-bagger potential at toady's prices?
    Jul 24, 2013. 10:34 AM | 1 Like Like |Link to Comment
  • Intel: Time To Give It Up [View article]
    Not sure what your investment plan or thesis is, but INTC's issues, headwinds, plans, etc. have been well known for a couple of years now at the very least. And any serious watcher of the company understands that it will take a while for their plans to come to fruition. Their plan may work or it may not, but the fact that you were bullish last July but are throwing in the towel now makes very little sense -- not that much has changed about INTC's prospects in that time. Either you got in for the wrong reasons then or you are getting out for the wrong reasons now, but the two positions are not consistent.
    Jul 18, 2013. 12:46 PM | 3 Likes Like |Link to Comment
  • Philip Morris International (PM): Q2 EPS of $1.30 misses by $0.11. Revenue of $7.9B misses by $0.32B. (PR[View news story]
    If PM gets as low as 80 absent some giant market meltdown, I'll eat my hat.
    Jul 18, 2013. 08:03 AM | 1 Like Like |Link to Comment
  • Is ConocoPhillips Worth Holding? [View article]
    Strong buy below $60, but a sell at $61.80? Does not compute.
    Jul 17, 2013. 02:51 PM | 1 Like Like |Link to Comment
  • Don't Just Do Something, Stand There [View article]
    buyandhold??? --

    So let's say KO takes a beating tomorrow morning and is down to $38.50. You'd look at the options chain and sell, say, cash secured puts at, say, $35 or $36. Each contract would tie up $3500 or $3600, but like you've said, you've got the cash for it anyway. You pocket the premium, and either the option expires and you start over or you get assigned the shares at an excellent price, at which point you could hold the shares at a good entry point, or sell them for a quick profit if prices rebound. Have I more or less got it?

    There must be some risk I'm overlooking, though? What's the downside? Can you get killed in some scenario? My first reaction is that the worst that can happen is you get assigned the shares and the price continues down. But even so you're much better off than if you had just bought the shares outright before they headed down.
    Jul 16, 2013. 03:35 PM | Likes Like |Link to Comment
  • Don't Just Do Something, Stand There [View article]
    Thanks. Sounds like a fun ride to be on. Are these cash-secured puts?
    Jul 16, 2013. 01:45 PM | Likes Like |Link to Comment
  • Lockheed Martin: Fundamental Stock Research Analysis [View article]
    Agree completely. I might not buy more at these prices, but certainly happy with the shares of LMT that I am holding! See discussion here: (Though note that that conversation started when LMT was trading in the low $90s, I think.) And glad for the perspective of this article that LMT may still be undervalued some.
    Jul 16, 2013. 01:38 PM | Likes Like |Link to Comment
  • Don't Just Do Something, Stand There [View article]
    @buyandhold??? -- what strategy do you follow in selling puts?
    Jul 16, 2013. 11:45 AM | 1 Like Like |Link to Comment
  • 'Overdue' Dividend Increases: Which Streaks Will End? [View article]
    Yea COP!
    Jul 11, 2013. 01:39 PM | Likes Like |Link to Comment
  • Walgreens Increases Quarterly Dividend 14.5 Percent [View article]
    Actually, it is more like an 18 percent increase year over year. See here (last post in the thread):
    Jul 10, 2013. 06:47 PM | Likes Like |Link to Comment
  • My Mad Method: What Next To Buy, And Why? - July 2013 [View article]
    J.D. -- Thanks for the update. I'm on the record as being a bit skeptical of your method, but absolutely cannot argue with your decision to add PM. Especially, as Golferdood notes, with the recent dip in prices. That recent dip offered a few (though not many) opportunities, but PM was the only obviously great buy, in my opinion. I added more too -- I discussed my reasoning here:

    Good luck to us both!
    Jul 10, 2013. 10:20 AM | Likes Like |Link to Comment
  • Updated: WFC Is Still Undervalued [View article]
    DeadlyClear -- sure, but what's your point? The bailout was a crappy chapter in our history, and the moral hazard is nauseating and unresolved. But as an investor I'm not going to live in fear of the shadows cast from 2008-2009. You've got to evaluate the opportunities in front of you at present. And in my opinion, this article states the positive case for WFC well. It is poised to prosper and I agree it is a good buy at these prices (I discuss the reasoning for my recent purchase here: And rumors should not displace objective analysis. Best of luck!
    Jul 6, 2013. 03:27 PM | 1 Like Like |Link to Comment