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  • Will Verizon Cut Its Dividend?  [View article]
    Yes, a similar T analysis by this author would indeed be interesting. I've seen others and as long as they zero in on free cash flow the work can be meaningful. Personally, I prefer T given the recent DirecTV acquisition. Here a well known income stock has some growth potential.
    Jan 7, 2016. 09:38 AM | 6 Likes Like |Link to Comment
  • How To Retire In Puerto Vallarta  [View article]
    Unless I missed it, there was no mention of personal security costs. Mexico is a very violent place. Drugs and corrupt police aren't just limited to certain areas. . . . it's everywhere. A better choice is Costa Rica. Large non- native population, especially Americans. Excellent medical, weather (away from coastal areas), predictable economy, low cost of living including very reasonable domestic help, and above all. . . . . a stable government..
    Jan 7, 2016. 09:24 AM | 2 Likes Like |Link to Comment
  • My Favorite Utility Stock For 2016: 41 Years Of Dividend Increases  [View article]
    Interesting points and a stark reminder of so many magazine and newspaper cartoons depicting the same worker scenario. In the Boston area many years ago, the first thing the newly appointed Public Works Commissioner did was to re-paint every service vehicle in their extensive fleet. In a subsequent talk radio interview he reenacted a frequent complaint, "What's black and orange (or a similar color combo) with four occupants fast asleep?". Answer . . . a public works truck. Don't remember the new color combination but that and some aggressive new work rules and attitude adjustment seemed innovative albeit costly solution for a country wide problem.

    That said, your spot on comments notwithstanding, ED clearly has challenges particularly with the aging infrastructure. However, unlike SO, DUK, etc. ED does not own any significant power plants (nuclear or otherwise) hence is a distribution only entity. In my mind this far out-ways the operating/maintenance issues you so correctly raise.
    Jan 7, 2016. 08:48 AM | 3 Likes Like |Link to Comment
  • VW likely to buy back 115K cars in U.S.  [View news story]
    Sure but only after a complete (yet to be determined) engineering solution and re-sale at a used, reconditioned price. Do the math. Conservatively, this buy-back coupled with refit of the balance could wipe out VW's positive net worth. Don't forget, they have yet to forward a solution so engineering cost to date is a TBD as is cost to implement. An investors nightmare . . . . . . . uncertainty.
    Jan 7, 2016. 08:19 AM | Likes Like |Link to Comment
  • AT&T: Dead-Money?  [View article]
    Interesting read. Thanks for your efforts here. There have been a number of recent SA articles on T as well as Vz. Not surprisingly as "income stocks", the emphasis has been on dividends which is my main interest as well. That said, I'm of the opinion many authors and reading investors don't really have a deep understanding of the business, the foundation, future business growth, or a lot of stuff only knowledgable 10K analysts would understand. There's more to these companies than meets the casual eye.
    Jan 6, 2016. 02:18 PM | 1 Like Like |Link to Comment
  • Breaking Banco Santander Down In Parts: Let's Have A Look At Portugal  [View article]
    OneCitizen - Let me know when you decide to "let go" as I'm likely a willing buyer. As for Ana Botin, l'd be interesting to read your detailed rationale. From my perspective, she did well running the UK sector and had the courage to immediately reduce the dividend. SAN is a huge multi- national enterprise within a tennious beaten up financial services arena. Given the environment, I prefer to be patient and give her the well deserved time. There are no miracle workers here. Oh by the way, my offer to pick up your shares when the price drops to your bottom limit still stands. Just deposit them into the systems hopper and drop me a lime.
    Jan 6, 2016. 11:31 AM | 1 Like Like |Link to Comment
  • Fidelity drops partners American Express, BofA  [View news story]
    If I'm not mistaken BAC still owns the dominant credit card processor so will still be in the middle(muddle) of the loop.
    Jan 6, 2016. 11:07 AM | Likes Like |Link to Comment
  • GM China ends year on a high note  [View news story]
    The real and sad GM story is their plans to export a car line manufactured in China to the US with a Buick nameplate. What a kick in the arse! I don't mind the import but for goodness sake give it a "China" moniker, call it something else, but don't denegrate the US auto business and US customers by labeling it a Buick.

    Long GM but an unhappy holder.
    Jan 6, 2016. 11:02 AM | 2 Likes Like |Link to Comment
  • Sears: Auto Centers Reveal Big Picture Problems For Company  [View article]
    Interesting read. Thank for your work here. Regrettably, I listened to Cramer a decade or so ago and took a position. Fortunately, got out relatively early but have been following the Sears demise ever since. Sad to see such a brand go down the drain in a very public and drawn out death. Always bought Sears (er Whirlpool) appliances. Craftsmen tools were the very best as were the lawn mowers. Sad indeed.
    Jan 6, 2016. 10:40 AM | 1 Like Like |Link to Comment
  • Why Apple's Best Days Could Be In The Rear-View Mirror  [View article]
    For a glimps at where some of AAPL's future lies beyond just the phone hardware, take a look at the current Fortune magazine article titled "money for nothing". The explosion within financial transactions is deemed to be huge by any standard and AAPL will be right there with a creditable platform.
    Jan 5, 2016. 09:43 AM | 1 Like Like |Link to Comment
  • Mary Barra lands chairman position at GM  [View news story]
    How about Chairperson?
    Jan 4, 2016. 02:24 PM | 2 Likes Like |Link to Comment
  • Fidelity drops partners American Express, BofA  [View news story]
    Likewise Dave in okla.
    Fid is at 7.95 while Sch is 8.95.
    Incidentally, how has the weather impacted you in Oklahoma?
    Jan 4, 2016. 01:54 PM | 2 Likes Like |Link to Comment
  • Fidelity drops partners American Express, BofA  [View news story]
    Of course BAC employee 401K plans dropped Fidelity in favor of Merrill Lynch. BAC owns ML.

    At least Fidelity isn't dropping the credit card option altogether as Charles Schwab did several years ago. Without a credit card option, a brokerage checking account is useless. My compatriots and I moved our business to Fidelity. Probably a drop in the bucket but still in aggregate, a sizable business.
    Jan 4, 2016. 01:49 PM | Likes Like |Link to Comment
  • Boston 'T' Party? Investors Should Consider Abandoning This Ship  [View article]
    Wow. Thanks for bearing your soul. It's always useful to understand where people are coming from, their biases, experiences, etc.
    Jan 4, 2016. 11:35 AM | Likes Like |Link to Comment
  • Boston 'T' Party? Investors Should Consider Abandoning This Ship  [View article]
    I guess in short you don't believe the author "gets it". Thanks for the interesting history lesson.
    Jan 4, 2016. 11:09 AM | Likes Like |Link to Comment