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  • Why I'm Reiterating Income Investors Buy Consolidated Edison Instead Of Southern Company [View article]
    Good point regards people wanting income and not growth. For me, I like to at least see a stock price appreciation over time that at least keeps my capital up with inflation.
    Oct 6, 2015. 05:00 PM | 2 Likes Like |Link to Comment
  • Panic In The Pipelines? [View article]
    Thanks for the article. Guess my view regards availability of reasonable debt costs was intuitive but very useful to see a well written expanded view.

    While in and out of KMI/KMP, et al, in the past, my only exposure currently is PAA. At purchase, company deemed a bit conservative, lower than average MLP payout, etc. Just my luck they blew out a pipeline. Aside from an untimely concentration with oil, vis a vis NG, any thoughts you'd like to share on PAA?
    Oct 6, 2015. 04:56 PM | Likes Like |Link to Comment
  • Southern Company - Rising Infrastructure Assets But Look Out For Some Challenging Quarters [View article]
    I think your right. Were there overlapping territories, for example, package deals and common billing platforms might be an accretion but nothing to be excited about. Obviously, SO's management thinks the gas business in better than coal as that daydream becomes a nightmare.
    Oct 6, 2015. 04:39 PM | Likes Like |Link to Comment
  • Thanks To Volkswagen Daimler Has Become A Bargain With The Outlook Of A 4.6% Yield [View article]
    Good question.
    Oct 6, 2015. 04:11 PM | Likes Like |Link to Comment
  • Is Your Retirement Designed To Succeed? [View article]
    Good luck layering bonds over the next 4 years as your bond portfolio matures. Yields are so low it's hardly worth the effort.

    Looking at SCHD, the yield and price chart isn't too encouraging. Being in the same boat, I've favored REITS, MLP, and utility stocks as well as T and VZ. If you are confident choosing individual instruments, why pay fees to own under-performing mutual funds and ETF. The latter seem to be very popular but you're buying an unmanaged clump of stocks at times selected via the proverbial dart board.
    Oct 5, 2015. 04:41 PM | 2 Likes Like |Link to Comment
  • Why I'm Reiterating Income Investors Buy Consolidated Edison Instead Of Southern Company [View article]
    The author makes some valid points. For most investors, especially those most attracted to utilities because of income needs, must be conscious of risk. Clearly, ED carries much less risk than SO.

    The author chose to center the value argument using a Feb - Oct chart showing a 10% better return for ED. Looking at it through Yahoo Finance charts, the more favorable returns are 1 yr - 15%, 2 yr - 11%, and 5 yr -18%. Check it out.
    Oct 5, 2015. 04:23 PM | 3 Likes Like |Link to Comment
  • Dunkin' Brands: Buy On The Drop? [View article]
    Nice take Kumquat. Kudos for the lighter side perspective
    Oct 5, 2015. 08:27 AM | Likes Like |Link to Comment
  • Dunkin' Brands: Buy On The Drop? [View article]
    My experience a well. More DNKNs than gas stations, pharmacies, or food stores combined. One of my favorite stops was in Arlington, the main drag. Parking for 6 cars max. Below freezing, customers leaving their cars running all along the curb on both sides of the street, some double parked. Coffee and a donut and you're otta there in a few minutes and the cop standing just inside the door held it open for you. Wicked good!

    All our best to Don Orsillo
    Oct 5, 2015. 08:22 AM | 1 Like Like |Link to Comment
  • Dunkin' Brands: Buy On The Drop? [View article]
    < The only real edge Dunkin has is their actual donuts>

    Hummm . . . is that the reason they're called Dunkin Donuts? Novel
    Oct 5, 2015. 08:09 AM | 1 Like Like |Link to Comment
  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors [View article]
    So jrpah, don't you miss the hour glass? Welcome to S/A
    Oct 5, 2015. 08:07 AM | Likes Like |Link to Comment
  • General Motors Is Crushing It, But Upside Remains [View article]
    Looks like Government Motors remains "off to a good start" post the successful bailout. In addition, they've retained the domestic production base by investing heavily in the US heartland. A classic example of our government working with private business for the good of all. Just think of how many retirees still have full pensions instead of the 2/3rds payout had the company been forced into bankruptcy. Too bad the pundants opposing the bailout were so brain dead on basic economic principals.
    Oct 4, 2015. 10:15 AM | 8 Likes Like |Link to Comment
  • Dunkin' Brands: Buy On The Drop? [View article]
    But the fundamentals were going south long before the current hurricane was even named let alone publicized and followed. As for our respective points of view, dissimilar conclusions reached via significantly different sources. It's been my experience that retail businesses in general rise and fall, live and breathe on customer sentiment. As the mutual fund guru, Peter Lynch professed in his best seller within this space, it's where the rubber hits the road. He would routinely visit retail stores gaining a touch and feel of the highly fickle retail customer.

    As for DNKN in general and their expansion plans "out west" in particular, I can cite two Boston based companies with similar dreams some years ago who ultimately failed in their expansion plans and were forced to retreat, Friendly's and Papa Gino's. While there were other extenuating circumstances and fundamentals such as management prowess, what plays in Peoria ain't necessarily gonna play in Albuquerque.
    Oct 3, 2015. 01:03 PM | Likes Like |Link to Comment
  • Consolidated Edison's Place In A Dividend Growth Portfolio [View article]
    Nice article but it would have been useful to mention at least two areas potential investors should be aware of. First, unlike most electric utilities, ED produces very little of the power it distributes. The only other I'm aware of, in that respect, is CNP (Houston). This precludes the costs and risks associated with power plant operations.

    Beyond that, a unique aspect of utilities is what prompts them to occasionally sell stock, as you cited, but for the purpose of raising capital to invest in their infrastructure. Utilities are regulated, again as you cite, but the prime revelation is their rates are set by state regulators based almost entirely upon the value of the assets deployed. Build more infrastructure, get a set percentage return on the increased value of same. It's this safety factor, in addition to near monopoly competitive position, that potential investors need to be aware of.

    Very long ED and CNP
    Oct 3, 2015. 12:18 PM | 3 Likes Like |Link to Comment
  • Boeing: Free Cash Flow Machine [View article]
    Unless I missed it, you didn't address the impact on Boeing due to the upstart Airbus Alabama production plant. Comments?
    Oct 3, 2015. 09:51 AM | Likes Like |Link to Comment
  • ZTE's Russian Growth Expectations Put On Hold [View article]
    While this article talks about Russians buying Chinese cell phones, I'd like to know if Russia produces anything for worldwide consumption other than gas and oil? Anything?
    Oct 3, 2015. 09:40 AM | Likes Like |Link to Comment