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MintyFresh32

MintyFresh32
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  • My K.I.S.S. Dividend Portfolio 3rd Quarter Update [View article]
    Appreciate your articles and your approach, but can't help but feel on reading this that you are over-managing your portfolio. Needless trading and churn can be the undoing of long term plans. I don't fault your decision to sell Nike to put that capital to work in a better-yielding stock. but your PSX move makes no sense at all. You state:

    "I wanted to see what kind of dividend policy PSX would develop before I made a decision, and it did recently raise its dividend by 24.8%. When I saw that I thought about bringing PSX up to a full position, but I also knew that PSX, even with the dividend increase, would have a yield of only 2.70%. In the end my desire to increase my portfolio yield over-ruled my pleasure with the dividend increase, and I sold my small position in PSX."

    You were waiting to get more insight about their dividend policy, and they deliver a stellar increase, accompanied by emphatic statements about commitment to the raising the dividend (see post #5 in this thread: http://bit.ly/1egaO3c, for example), and then you sell? This suggests that you do not have a clear plan or that you are not sticking to it. I agree that 2.7 percent is nothing to get overly excited about, but it is not exactly stingy, either, and if they grow it at above-average rates as it seems they are planning, you will do extremely well over the long term.
    Oct 12 10:11 AM | 10 Likes Like |Link to Comment
  • Don't Lose Hope On Philip Morris [View article]
    Lose hope? Who is losing hope? I am loving the chance to accumulate shares of this best-of-breed global cash machine at these prices.
    Oct 9 11:11 AM | 3 Likes Like |Link to Comment
  • Aflac: Still Undervalued, Still With Risk [View article]
    Nice article -- I appreciate the balanced look. I'm not sure I agree that it is right to expect better dividend growth out of AFL going forward, even with the healthy earnings and low payout ratio. I certainly hope that they decide to be a bit more generous with the dividend, but nothing in the historical chart you provided suggests that they will do so. For a very long time, Aflac has been very content with a very low payout ratio. I hope the next raise is a pleasant surprise, though. Nice discussion of Aflac as a dividend growth stock here: http://bit.ly/19czBSI
    Oct 8 08:43 AM | 3 Likes Like |Link to Comment
  • Jim Cramer Is Just Plain Wrong About Annaly [View article]
    Why do you touch your balls after turning away from Cramer?
    Oct 6 07:49 AM | 1 Like Like |Link to Comment
  • Philip Morris' Dividend Raise: An Indication Of New Highs To Come? [View article]
    Yeah, $127 to $175 feels overly optimistic to me in the near term, but I also hope that you are right. PM is one of those stocks that is languishing right now, for a variety of reasons, some of which this article discusses. But at some point it is going to have a strong upward move and stay there. The company and its fundamentals are just too good for that not to happen. Meanwhile, we get to enjoy a protracted period where we can accumulate shares at reasonable prices. PM discussion here: http://bit.ly/15EEUwY
    Sep 30 10:58 AM | 2 Likes Like |Link to Comment
  • McDonald's: A Disappointing Dividend Increase [View article]
    Nice article, and I agree -- I'd love to see $90 again for MCD. It would take a serious drop for me to grab shares with new money. My full thoughts about the MCD raise are here: http://bit.ly/1bseLmU. But in short, I think that the raise itself is not nearly as bad as the 5 percent that the headlines are focusing on, but it certainly looks like MCD's dividend growth rate is on the decline for the next year or two.
    Sep 19 12:39 PM | Likes Like |Link to Comment
  • McDonald's declares $0.81/share quarterly dividend [View news story]
    Full thoughts about the MCD raise here: http://bit.ly/1bseLmU. In short, the raise itself is not nearly as bad as the 5 percent that the headlines are focusing on, but it certainly looks like MCD's dividend growth rate is on the decline
    Sep 18 10:29 PM | 1 Like Like |Link to Comment
  • These 3 Retailers Won't Make It To 2020 [View article]
    I'd add BKS to the list. May take a while to fold, but I just don't see long-term survival.
    Sep 13 03:00 PM | 1 Like Like |Link to Comment
  • Is Target Corporation A Good Investment? [View article]
    Nice write-up. I agree with your conclusions generally. I've got a full discussion of why TGT is a great dividend growth choice here: http://bit.ly/1dkafIx. You are absolutely right that it may take a while for the company to be appreciated again (as reflected in a surging share price), but that makes this a good time to build a position at good prices, especially after the recent earnings disappointment.
    Aug 26 03:54 PM | Likes Like |Link to Comment
  • Relative Expected Value Analysis Suggests McDonald's Stock Could Be 47% Undervalued [View article]
    "I said as much"

    Not really. You said "it is tough to expect a repeat performance," but then that is exactly what you do in your analysis.
    Aug 23 12:57 PM | 3 Likes Like |Link to Comment
  • Relative Expected Value Analysis Suggests McDonald's Stock Could Be 47% Undervalued [View article]
    It is ridiculous to assume that MCD will be able to grow its dividend by over 22 percent annually for the next decade.
    Aug 23 12:28 PM | 3 Likes Like |Link to Comment
  • These Higher-Yielding Investments Could Be Spring-Loaded With Upside [View article]
    Stopped reading at: "Another potential downside risk is that regulations are making it harder for smokers to light up in the United States and this could lead to reduced consumption."

    PM does not sell in the U.S. That's MO.
    Aug 22 09:59 PM | Likes Like |Link to Comment
  • 5 Tobacco Stocks For Retirement Dividend Income [View article]
    I've never regretted buying a tobacco stock, and believe that it is (almost) always a "good time to add more." And don't forget that Altria is announcing its next dividend tomorrow (8/23), which should include the annual raise. We're taking predictions about how big the raise will be over here: http://bit.ly/176UCyN
    Aug 22 04:38 PM | 1 Like Like |Link to Comment
  • Intel: Always Read Between The Lines [View article]
    Look, I hope all of you are right, because I've got a pretty big long position in INTC (at an average price of just over $19.00). But I've never been more worried about this position than now.
    Aug 20 10:16 AM | 1 Like Like |Link to Comment
  • Intel: Always Read Between The Lines [View article]
    Maybe I am ignorant, but what is starting to loom most for me as negative for INTC long-term is the idea that we truly, finally, are reaching the point where, for most personal applications, we do not need better or faster processors. Lower power, sure. But truly, soon, won't most every processor from any company be fast enough and low power enough to meet or exceed most all consumer demands? And at that point won't the Intel premium be nearly worthless?
    Aug 20 09:08 AM | 1 Like Like |Link to Comment
COMMENTS STATS
358 Comments
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