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  • My Best Dividend Growth Stock For 2014 [View article]
    While I agree that Target is attractive at these prices as a long-term buy, I disagree with your thesis here. TGT's share price hasn't been beaten down much at all given the magnitude of the recent data theft problem and the bad publicity it has generated. Most of the fall from the summer high of around $73 was related to earnings and fundamental performance. Though the data breach has coincided with the more recent drop from around $64 to $59, I'd say they've gotten off pretty lightly, all things considered. And I suspect that some of the drop from $64 to $59 has more to do with fundamentals than the data breach.

    My own guess about all of this is that TGT will use the opportunity to dump all of its bad news into the next quarter or two, which could drive the price even lower than we are seeing today, which could provide an excellent entry point. I have been adding shares in small increments as the price has dropped, but if it does get to the low $50s, I might double down.

    We're having a great conversation about TGT as a long-term dividend growth stock over at DGF; all are invited to join in:
    Jan 23 09:50 AM | 5 Likes Like |Link to Comment
  • Sell Cisco And Buy Nokia [View article]
    While you're at it, sell all your IBM and buy Kodak instead.
    Dec 30 03:55 PM | 5 Likes Like |Link to Comment
  • Are Dividend Growth Investors Doing It All Wrong? [View article]
    A lot of people like "The Single Best Investment" by Lowell Miller.
    Dec 14 11:08 PM | 5 Likes Like |Link to Comment
  • Why Low Beta Stocks Are Like Bonds For Dividend Growth Investors [View article]
    "Outperforms on down days and during periods of pullback"

    And under-performs on up days and periods of increase, right? Isn't that an inherent characteristic of low beta? It is not free gain, it is just a smoother ride.
    Oct 29 03:20 PM | 5 Likes Like |Link to Comment
  • Big Tobacco Means Big Income, But Should Investors Be Worried? [View article]
    MO explicitly TARGETS a payout ratio of 80 percent. See: If earnings are growing, there is no need to worry about the dividend, and it is certainly not "stretched." For that not to be mentioned in the article is egregious.
    Oct 13 10:05 AM | 5 Likes Like |Link to Comment
  • Target Corporation - A High Growth, Attractively Valued Dividend Champion [View article]
    I agree Target looks like a great dividend growth stock. My full thoughts on TGT are here: But the short version is that they are doing great on all of the major DG metrics, with the exception, recently, of earnings growth. The low payout ratio gives them plenty of wiggle room however to get earnings moving in the right direction again. Which I think they will for several of the reasons mentioned in the article above (store refreshes, expansion outside of U.S., credit card, etc.), not to mention my general bullishness on the economy.

    As to TGT versus WMT, well, I know one shouldn't invest by anecdote, but have you actually BEEN to a WMT lately? The ones near me are messy, dated, and dreary. I actually find it depressing to go into them. On the other hand, the Target stores around me are clean and recently renovated, and have that happy upscale feeling to them. WMT as a stock may have ruled the last decade, but I'll take my chances with TGT.
    Aug 13 02:36 PM | 5 Likes Like |Link to Comment
  • Tesla Motors' Full Analysis 2.0 [View article]
    Agnes59 -- I think you misread AlaaSadek's comment. He is worried about "earth quacks," not "earthquakes." AlaaSadek is quite correct, earth quacks are fairly common, especially in CA. Scientists are not really sure how the giant ducks got down there to begin with, but when they quack, it can cause some serious devastation. And it is often heavy industry that is hit the worst. Something about the natural resonance of those large buildings, I think I read. Anyway, AlaaSadek is right that this is an important consideration counseling for another factory.
    Jul 3 11:22 PM | 5 Likes Like |Link to Comment
  • Johnson & Johnson - Avoid This Safety Stock [View article]
    obviously, the author is targeting people who have no earthly idea why they are in the market in the first place...
    Jun 2 10:10 PM | 5 Likes Like |Link to Comment
  • Dividend Bubbles Are Not So Bad (Really) [View article]
    Good reminder, Tim. Thanks. Makes me a little less queasy about buying at today's prices, which I would characterize not as in bubble territory, but rather "somewhat expensive" or "at the high end of the acceptable range."
    May 10 12:09 PM | 5 Likes Like |Link to Comment
  • The Real False God Of Dividends [View article]
    Hey chowder, it wasn't presented as a "theory" -- it is just an image, a metaphor, that occurs to me when I think about dividend investing. Nobody thinks a dividend-paying company is ACTUALLY like a magic ice cube. If the image doesn't work for you, fine. But how about holding back on the name-calling?
    Nov 20 10:28 AM | 5 Likes Like |Link to Comment
  • Intel's Dividend Safe, Even If It Seems Too Good To Be True [View article]
    INTC is my number three holding at the moment (behind MO and JNJ), with an average share price of $19.33. I am already overweight by enough that I really shouldn't buy more. But at these prices, I have a very hard time resisting. Considering making it my number one holding.
    Nov 19 04:11 PM | 5 Likes Like |Link to Comment
  • Apple Cannot Be Valued: Warren Buffett Knows This And You Should Too [View article]
    I don't know where AAPL will go from here, but I just want to say that the chart overlaying MSFT and AAPL is really terribly misleading. MSFT's peak was during the tech bubble and its p/e, like all tech companies at the time, was nuts. At its recent peak, AAPL's valuation was not. A world of difference. That picture is truly not worth a thousand words -- not even close.
    Nov 12 03:57 PM | 5 Likes Like |Link to Comment
  • What If Apple Weren't A Tech Stock? [View article]
    To plagiarize my own comment from another thread:

    "I for one am very tired of this idea that if Apple does not come out every couple of years with some entirely new and unanticipated product that creates and dominates a whole new product category that never existed before, then the company must be dead. It is ridiculous, and speaks only to the company's excellence that expectations are that absurdly high. This is a standard that is applied to exactly NO other companies, tech or otherwise. If Apple never defined a new product category again, but simply keeps making better versions of its existing phones, tablets, laptops, desktops, and operating systems, keeps taking market share, and keeps raking in lots of cash, I will continue to be one happy shareholder."
    Nov 8 05:15 PM | 5 Likes Like |Link to Comment
  • What If Apple Weren't A Tech Stock? [View article]
    Maybe there is something to this fiscal cliff idea? Big institutions selling off before possible capital gains tax increases? As the price drops, then more are moved to sell to lock in what gains they can at the better tax rate?
    Nov 8 04:07 PM | 5 Likes Like |Link to Comment
  • Many Income Stocks Significantly Overvalued At Today's Prices [View article]
    While, I am getting the impression that you enjoy picking arguments with this site's dividend investors!
    Jun 19 04:35 PM | 5 Likes Like |Link to Comment