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Cheese Head

Cheese Head
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  • Despite Ongoing Turmoil, European Markets Offer Attractive Investment Opportunities [View article]
    I hold SAN in both my Fidelity and TDAmeritrade accounts and SAN just paid its div. In Fid I got shares and TDA I got cash less 21% tax, so shares are not always the default.
    May 16 09:20 AM | Likes Like |Link to Comment
  • SSE Plc Paying An Attractive And Growing Dividend [View article]
    Thanks for this now older article, SSE's dividend page now says "Our target is to increase the full-year dividend by at least 2% more than Retail Price Index (RPI) inflation in each financial year to March 2013 and to continue with above-inflation increases in subsequent years."

    With key words being "at least", bought an initial position of SSEZY today @ USD24.20 per share, time will tell.
    Apr 29 11:08 AM | Likes Like |Link to Comment
  • Which Stocks Could Be Most Hurt By The Crisis In Cyprus? [View article]
    Same as Ken, just bought SAN today for first time at 24% below it's 1 year high 2 months ago. Low P/E and extremely high Div Yield which I believe by default is paid in additional shares. I'm currently on holiday in England and lots of SAN banks that look well maintained.
    Apr 1 01:20 PM | 1 Like Like |Link to Comment
  • 9 Dividend Stocks Trading At A Double-Digit Discount [View article]
    D4L, again great work and I'm a strong admirer and follower. I am Canadian and recently moved from US to Qatar in Middle East where there is no income tax and thus I only pay dividend withholding taxes which for US based companies is 30%.

    I'd appreciate your thoughts one day on other countries preferably lower dividend withholding tax rate countries such as UK & Singapore at 0%, thanks, John.
    Mar 14 09:11 PM | Likes Like |Link to Comment
  • 10 Stocks For 2013 [View article]
    Thanks Difu, to help me understand G & D rule of thumb, how do you calculate normalized earnings and how does your Normalized PE come into it? Also, to calc those Normalized PEs I understand you take median profit of last 10 years and divide by current share price? Thanks!
    Jan 6 07:41 AM | Likes Like |Link to Comment
  • 10 Stocks For 2013 [View article]
    Thanks Difu, I'm already long 5 of your 10 for 2013, TOT & MSFT have not done well for me but been flat. AFL, NSC, & WAG have done well.

    Thanks for including non US stocks, like AZN, on TSCDY, from their website I get trailing Div of 4.63 & 10.13 pence, divide by share price of 349 pence and I get trailing div yield of 4.23%, not 5.6% you have. Where am I wrong? TIA!

    http://bit.ly/138juEd
    Jan 6 07:35 AM | Likes Like |Link to Comment
  • 3 Dividend Predictions For 2013 [View article]
    divdata.com = server not found?
    Jan 6 06:58 AM | Likes Like |Link to Comment
  • Deere & Co: Fundamental Stock Research Analysis [View article]
    Thanks, love the companies products and would love to buy the shares as cheap, but each time I've looked at DE I've said no to myself because of the low for me Div rate and very high debt ratio that you've circled in red.

    However I understand that that high debt is mostly from customers who have financed with DE to buy the equipment.

    GLTA
    Dec 21 04:57 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners Fairly Valued With 6% Yield And Growth Potential To Energize Your Portfolio [View article]
    Thanks all for replies/advice.
    Dec 16 05:51 AM | Likes Like |Link to Comment
  • HP's Best Recovery Plan: Ignore The Analysts [View article]
    jhesr, many thanks for the follow up, bought some HPQ last week.
    Dec 16 05:45 AM | Likes Like |Link to Comment
  • HP's Best Recovery Plan: Ignore The Analysts [View article]
    tinnyracers, I see lots of other insider buying but not Meg. Where/how do you see/know that she just bought 1.5 mln shares?

    http://bit.ly/RqRpFz;submit=+GO+
    Dec 13 06:34 AM | Likes Like |Link to Comment
  • Chevron, A Dividend Investment For The Future [View article]
    TopYields, thanks for the article, long CVX with second largest position, should have sold some a month ago. FYI COP is down 21% as they spun off PSX.
    Nov 21 09:54 AM | Likes Like |Link to Comment
  • Kinder Morgan Energy Partners Fairly Valued With 6% Yield And Growth Potential To Energize Your Portfolio [View article]
    Paul, sorry for creating confusion, I meant about which version of KM, 90% probability we retire in Canada.
    Nov 4 02:43 PM | Likes Like |Link to Comment
  • Kinder Morgan Energy Partners Fairly Valued With 6% Yield And Growth Potential To Energize Your Portfolio [View article]
    Chuck many thanks for your article. Chowder thanks for the short summary of all 3.

    I have an abnormal situation which I'm hoping you or others could advise on. My wife and I are Canadians, we have lived in Houston the last 8 years and being in US pay US taxes on our global assets (98% in US) and do not pay Canadian Taxes as we are long term out of Canada. We are moving in January to Doha, Qatar for 4 years which has no income tax so none of our income salary or investment will be taxed by Qatar or Canada and US does not tax investment income made in US by thus we intend to leave most of our savings in US mostly in Dividend Growth Stocks via Fidelity & TDAmeritrade. Yes a nice situation. 50% probability retire after Doha to Canada.

    My question is if one pays no taxes, which would be better and why?
    Nov 3 11:20 PM | 1 Like Like |Link to Comment
  • Chevron Corporation: Dividend Stock Analysis [View article]
    Thanks D4L, I have you bookmarked and follow all your articles, many thanks.

    CVX is currently my second largest position . . . hoping for another surprise half year dividend increase in October like in 2011!
    Sep 10 10:01 PM | 1 Like Like |Link to Comment
COMMENTS STATS
117 Comments
117 Likes