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  • This Bank Of America Nonsense [View article]
    Thanks for the article. While I tend to read what's posted here with tongue in cheek, the book case above my computer contains Michael Lewis' <The Big Short> and the so called shenanigans sort of rings a bell.
    Oct 19, 2011. 01:31 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan's El Paso Acquisition Is A Smart Move [View article]
    The article spends much time comparing KMP to EP stock performance and dividend records both of which are now moot. The key, in my view, is the synergy of the acquisition. Obviously, EP management will slowly disappear along with its overhead. How much operational overlap is there? Are there Fed problems here? How much is EP exploration & production worth?

    That said, I was happy to report to one of my children yesterday that her 2008 EP investment yielded a 94% gain at the advertised price. Nice to convey given the otherwise dismal economic conditions of late.
    Oct 19, 2011. 01:15 PM | Likes Like |Link to Comment
  • Goodbye Wells Fargo, Hello Credit Union [View article]
    My, an interesting continuum of a one liner about, what was it . . . rant and vent. Further probing of the authors background reveals he's in business as a financial advisor and claims to have recommended WFC to most of his clients.

    After my original comment posting, I made an on-line inquiry of an account opened at one of my local Wells branches only to discover they initiated "monthly account fees" on both the checking and linked savings accounts initiated several months ago with a minimum $100 deposit each. These were their recommendations for a "lets get started" relationship as I anticipated moving an out-of-town account to Wells Fargo. The monthly reconciled checking account was charged $10 on 10/14. The quarterly reported savings account was charged $15, $5 each time in July, August, and Sept. Gag, $25 against a $200 initial deposit made with the understanding this would be a cost free account; no conditions stated or outlined within the myriad of forms signed, etc.

    Surprise, surprise! Sorry for the rant but it seems worth broadcasting to the investor community. I won't bore anyone with the follow up with the branch manager today but will include the . . rest of the story . . . in other blogs and, of course, the local newspaper. Thanks for listening.
    Oct 19, 2011. 11:34 AM | 3 Likes Like |Link to Comment
  • Goodbye Wells Fargo, Hello Credit Union [View article]
    With all due respect, I disagree. Unhappy customers affect the bottom line hence the stock price. Banks are suffering big time under a cloak (lead blanket in many cases) of poor timing and insufficient transparency.

    These are classsic business school studied retail establishments where marketing prowness and customer satisfaction are key investor metrics. The actions by WF and BAC, for example, are clear indicators for investors going forward and worth identity and discussion, in my view.
    Oct 18, 2011. 04:24 PM | 10 Likes Like |Link to Comment
  • Check Point Earnings Preview [View article]
    Aside from CheckPoint (CHKP), two other albeit smaller network security companies worth considering are Fortinet (FTNT), and SourceFire (FIRE). While CHKP has gained 2% and FTNT lost 2%, FIRE is up almost 15% as of yesterdays closing since August 1, 2011.

    This space is a rapidly moving technology challenge. I own FIRE and suggest it's niche and agility are worth the tech investors review.
    Oct 18, 2011. 11:31 AM | Likes Like |Link to Comment
  • 3 Telecom Dividend Giants To Buy, 2 To Avoid Now [View article]
    S/A has never been a source of information, in my view, rather a source of opinion. What one does with data analysis is quite another thing. Looking at the exact same data base, investors generally come to highly varying conclusions depending upon their experience, technical savy where it may apply, business education, along with goals and aspirations much of which is age related.

    With that, I would suggest S/A is an important part of the overall equation especially for those who believe it's never a question of too little or much input rather what one is able to do with it.
    Oct 16, 2011. 10:15 AM | 1 Like Like |Link to Comment
  • 3 Telecom Dividend Giants To Buy, 2 To Avoid Now [View article]
    How can you even consider CDSL as a safe income investment let alone give it a "strong buy"?

    According to Yahoo Finance data - which is not always spot on - CDSL has only been paying dividends for the past two years and at a payout rate of almost 150%. Their debt-to-equity ratio is simply awful and they carry 520M goodwill on their books. With such a debt load, earnings available as dividends should be reallocated to debt relief.

    Further, you suggest
    <One of FTR’s competitors is Century Link Inc. ( CTL is currently trading around $34 with a market cap of $20.64 billion and a price to earnings ratio of 16.83. CTL pays a dividend which yields 8.7% versus FTR whose dividend yields 12.7%.>

    Like CTL, FTR is a hodge podge of failing (Quest) properties bought at a fire sale by happy sellers. There's a reason for such high yield . . . very high risk of insolvency let alone dividend reductions and /or eliminations. Buyer beware!
    Oct 15, 2011. 02:25 PM | 2 Likes Like |Link to Comment
  • Steve Jobs' Last Gift To Apple Shareholders: iPhone 4S [View article]
    Nice article. Your first for S/A?

    With an engineering background, do you plan jumping into the broader view of the communications arena? How about software? Very few articles on web security despite it being the hottest growth space, in my opinion.
    Oct 12, 2011. 11:37 PM | 1 Like Like |Link to Comment
  • Duke Energy Is Undervalued Compared To Its Peers [View article]
    Lots of data but short on the fundamentals. Is there a reason Morning Star rates DUK so low? With teams of analyist, one wonders if the information presented here was somehow lost there.

    That aside, I bought DUK Jan 05 and the stock is net 15% excluding dividends and reflecting the spin off of Spectra Gas about Oct 06. Above average yield, growing territory, and reliable well rated financials. Otherwise, an over-all weak sister in the electric utility patch but a worthwhile holding if among seveal more.
    Oct 12, 2011. 05:40 PM | Likes Like |Link to Comment
  • 3 Bank Stocks Analysts Expect To Double [View article]
    Another analyst on CNBC, citing the uncertainty in Europe, said he wouldn't touch any bank with ten foot pole at this juncture.

    What's missing in your brief analysis is the amount of toxic assets in the respective institutions holdings, especially BAC.
    Oct 8, 2011. 11:34 AM | 2 Likes Like |Link to Comment
  • Is Reynolds American's Dividend Safe? [View article]
    If you're a pure "income" play, it's understandable that stock buybacks appear "anti-stockholder." In reality, buybacks lower the number of outstanding shares thereby increasing earnings per share metrics. It's pure math and an attractive mechanism to growth investors.

    In reality, companies pay dividends, buy back shares, or re-invest pre-tax income to expand their business including M&A activity. A growth investor shuns investments in dividend paying companies and likely considers the practice in a similar vein to your comments.
    Oct 7, 2011. 08:25 AM | Likes Like |Link to Comment
  • General Electric No Longer A Blue Chip Company? [View article]
    What are you smoking? The stock price reflects investor sentiment and it's been in the toilet for years. The only fault aimed toward Jack is his appointment of Jeff. Jeff lived a sheltered life within GE. The medical group was booming and he didn't know squat about the rest.

    Blue chips have proven staying power. GE has faded to baby blue and it will only get worse, in my view.

    [In full disclosure, I worked for and with GE in the Welsh era and currently own SI]
    Oct 6, 2011. 03:42 PM | Likes Like |Link to Comment
  • A Big Fan Of CenturyLink's Dividend Yield [View article]
    I currently own T and have also owned VZ in the recent past. Positions are strictly for income/yield. From that perspective, I prefer electric utilities over telecom. Given their safety and relatively high yield, many have appreciated nicely in price up to the last few weeks, that is.
    Oct 5, 2011. 12:35 PM | Likes Like |Link to Comment
  • A Big Fan Of CenturyLink's Dividend Yield [View article]
    Lots of data but no fundamental analysis. CTL is in a loosing position. Too much land line dependence, poor territorial growth prospects, and the Embarq acquisition just makes it worse.
    Oct 4, 2011. 11:28 AM | Likes Like |Link to Comment
  • Is Reynolds American's Dividend Safe? [View article]
    Thanks for the article. All the more reason to invest in PM. Growth albeit relatively meager and better regulatory environment. Another argument to perform a fundamental analysis and not merely relying on data such as P/E, yield, etc. Serious investors need to undertake serious analysis to achieve good incomes at calculated risks.
    Oct 2, 2011. 02:40 PM | Likes Like |Link to Comment