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  • Is General Electric The Perfect Company? [View article]
    Yes, but I am not talking about per share, just the total numbers from Yahoo Finance. Look at the cash flow. They are paying more in total dividends with less cash from operations. Yes, they are buying back shares and they have huge cash flow from "investments", but from core operations, cash flow is down each year.
    Jul 15 04:55 PM | Likes Like |Link to Comment
  • Is General Electric The Perfect Company? [View article]
    When I look at the financial statements I see that revenue, operating income, net income, and cashflow from operations are all trending steadily lower over the last three years.... if this trend continues, dividend growth has to slow and will stop.
    Jul 14 09:56 AM | Likes Like |Link to Comment
  • 'Sell In May' Fans Should Brace For 'Buy In July' [View article]
    It rhymes nicely... Buy in July, but I don't Know Why, and if the market goes down, then I'm gonna Cry.
    Jul 7 10:14 AM | 1 Like Like |Link to Comment
  • Darden Restaurants - The Worst Is Yet To Come [View article]
    Wow. That is too much when you really do have some big problems with your own business. On the other hand, maybe he does not put much effort into those meetings... more of a boondoggle.
    Jun 26 11:10 AM | 1 Like Like |Link to Comment
  • Darden Restaurant Inc. Dividend Stock Analysis [View article]
    Ummm... I'm not reading your articles any more. They waste my time and provide little insight except that there are insights into the errors you make and the insufficient way you evaluate stocks. Sorry to be so harsh but you should proofread a little better. Just my humble opinion. But seriously, I am done reading this kind of junk.
    Jun 26 11:02 AM | 7 Likes Like |Link to Comment
  • Darden Restaurants - The Worst Is Yet To Come [View article]
    I haven't been to Olive Garden for quite a while. Maybe I need to see for myself what you are talking about, but in general, I am glad they reduce the portion sizes. People are soooo fat in my area of the world.

    I would think the weather might have had something to do with lower foot traffic into the restaurants.

    Recently I have been to Longhorn, which has a nice menu and is a great value and also the Yard House, which was very cool. These two concepts are going to do well this summer.

    I am long DRI. I like the dividend and the growth. If we see a pull back, I am probably going to buy some more.
    Jun 23 12:05 PM | Likes Like |Link to Comment
  • Meredith Corp. Dividend Stock Analysis [View article]
    I am going to answer my own question. This is his reasoning:
    Jun 19 10:52 AM | 1 Like Like |Link to Comment
  • Meredith Corp. Dividend Stock Analysis [View article]
    Where are you getting your MMA estimate? I can get like .2% in a money market right now. 10 year T bonds at 2.5%
    Jun 18 10:04 AM | 1 Like Like |Link to Comment
  • My Dividend Growth Portfolio's 6th Birthday Report [View article]
    Thanks. I thought about your comments and I can see a few things differently now. I think if you use YOC, it is important to have a "time" component to the metric, as you did. The way you stated your goal, with the 10 in 10 years, it is does have meaning (to me now), rather than just YOC without a time component to the goal. The choosing of a specific forward time frame helps me to see how you are thinking.

    I see the YOC as kind of a coupon rate, but one that changes over time along with the yield. Interesting way to look at it. In this sense there are two parts to a dividend growth company's valuation: the yield component which kind of behaves like a bond and the then the market cap component/valuation of the company that is based on expected future cash flow. But then in turn, those future cash flows affect the coupon rate.

    So, I find thinking about the YOC can also aid in understanding of what the stock has been doing, all things considered.

    Thank you for helping me understand these thoughts.
    Jun 3 12:00 PM | 1 Like Like |Link to Comment
  • My Dividend Growth Portfolio's 6th Birthday Report [View article]
    I like the window into your thoughts, but you lose me with one of your goals, the "Yield on Cost" metric. IMHO, the YOC metric has no value -- there is just real yield on the current value of the capital you have deployed. Anyway, I am wondering what is your reason for this goal? Is it just kind of like, "Hey this is neat... now I will get back to my real evaluation of my investments."

    For example, if Pepsi were to suddenly sky rocket and quadruple in valuation, then YOC would be the same, but your total income would be better served by selling PEP and redeploying the capital into other dividend paying stocks with a similar yield but with better valuations so that you received 4x the income.
    Jun 2 11:46 AM | 1 Like Like |Link to Comment
  • When Does The Story Break? [View article]
    nicely stated
    May 30 11:56 AM | 1 Like Like |Link to Comment
  • When Does The Story Break? [View article]
    fashion? I don't know about fashion and you lose me on some of those thoughts. But I am somewhat offended by the phrase "at the horrifying end of our experiment with capitalism". You see I believe in true capitalism as there are some truths that span all societies and all cultures, one is the incest taboo, but we don't need to talk about that, another one is "incentives". Incentives are at the root of why we do what we do. All things that humans do are done for some reason, even if it is just to maximize their own pleasure. Humans do what is best for them, their family, others they care about, their situation -- there are always incentives and if you take the incentives away people don't do anything productive. Capitalism provides economic incentives to everyone. There are economic incentives to create because in doing so you create wealth for yourself. It shouldn't be a rigged game where you have to know a certain political person in order to be successful. The problem we have is that most political solutions involve a policy with a grand idea to help (or to buy votes) and then the policy is written and it misses and gets the incentives wrong and it enables unintended consequences. Who is John Galt?
    May 29 03:43 PM | 1 Like Like |Link to Comment
  • When Does The Story Break? [View article]
    I don't think China is the one we need to watch, but Japan. Debt to GDP is high, very high (over 230% in gross terms). If rates start to rise, they are not able to make those interest payments. US dollar might strengthen briefly while we all figure out if Japan is the only one with blue eyes... but soon we realize that the bond market will reject US debt and it will be Japan that is an indicator in this because Japan is just a lot further down that road.
    May 27 10:32 AM | 1 Like Like |Link to Comment
  • Twitter A Risk, But A Calculated Risk [View article]
    If you really want in to twitter and you are thinking long term, then you should wait until after the lockup expires, which is May 6.
    Apr 9 09:49 AM | Likes Like |Link to Comment
  • Pandora -3.6%; audience metrics show slower listener hour growth [View news story]
    The RATE of the growth dropped, but it still grew. It is just not growing as fast.
    Mar 6 11:54 AM | Likes Like |Link to Comment