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kolpin

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  • TCP Capital: BDC Dividend Coverage Part 3 [View article]
    thanks for the series, Buzz. I came very close to buying TCPC recently, but instead added to my MAIN and TCAP positions earlier this month. hopefully adding to TCAP wasn't a mistake...looking forward to your article on its ability to cover dividends.
    May 29 10:53 AM | Likes Like |Link to Comment
  • ConocoPhillips: A High-Yield Dividend Paying Stock [View article]
    Joni--I believe COP is overvalued here and wouldn't be a buyer until it dips down to the high 60s or around an 8 or 9 PE, where it often historically trades.

    I bookmarked Tim McAleenan's article last fall on COP's valuation, and reread it when COP pulled back in February. He makes some very interesting points on how COP's one time divestitures are artificially inflating earnings.

    http://seekingalpha.co...
    May 29 01:10 AM | 3 Likes Like |Link to Comment
  • Target Corporation: The Factors To Consider [View article]
    the ex-President of Target Canada was fired the day before the earnings call, so it would have been kind of impossible for the new President to announce all of his strategic initiatives in just one day.

    Now that he's been in the job a week, he is in the process of aggressively formulating a 30 day plan to improve Target Canada.
    http://bit.ly/1khMzC3
    May 28 08:14 PM | Likes Like |Link to Comment
  • 4 Aristocrats Trading With The Hoi Polloi [View article]
    gratian--I certainly won't profess any expertise, but here are a few ideas:

    -BP for a good blend of value, current yield, and growth. I will probably buy more soon.
    -a few 3-4% yielders which are fairly valued, but I want another 5% pullback for a larger margin of safety: GSK, XEL, T, SCG, SE, UL
    -MSFT and AAPL: I have very full positions of these, but would be buying if I didn't
    -AFL, BAX, and AMGN - if you're ok with 2-3% yield, I believe these are good values. I own all 3. Will probably be adding to my AFL position soon.
    May 28 05:30 PM | 1 Like Like |Link to Comment
  • What I Am Doing With My AT&T/DirecTV Shares [View article]
    thanks mike/rose--appreciate the suggestions! mike--I think I bought VZ the same day as you and also wish I had bought more! already long O & MAIN. I'm not a big ute person but XEL is probably closest in terms of value and a bit of earnings growth to what I'd want (with SCG second. ED's yield and fair value is interesting but the yield is not substantially more than other utes to combat the 0 earnings growth there). I'm thinking T, GSK, adding to my BP or VZ, XEL, and possibly SE even though its yield is a bit lower than the rest.

    of course I want a greater discount to fair value on all before I buy!
    May 28 01:57 PM | 2 Likes Like |Link to Comment
  • 4 Aristocrats Trading With The Hoi Polloi [View article]
    sure, forward PE is often overly optimistic and not totally accurate. but if you were looking at the trailing PE, it doesn't show the whole picture either since the whole hacking scandal was probably a one time thing. TGT's stock looks artificially expensive right now based off the trailing PE since earnings are in the process of bottoming. Even if they continue to bungle Canada, I still think that the region will show a modicum of improvement based on their proposed changes.

    I'm no TGT permabull myself; I'm just being realistic about how long it will take to recover and am happy to drip in the meantime.
    May 28 10:09 AM | 1 Like Like |Link to Comment
  • 11 Attractive Canadian Dividend Growth Stocks To Buy Now [View article]
    Chuck--was BCE's lack of inclusion due to its (over)valuation?
    May 28 12:35 AM | Likes Like |Link to Comment
  • 4 Aristocrats Trading With The Hoi Polloi [View article]
    I think you're probably looking at the trailing PE of 18.8, which is based on the past year's earnings. Morningstar has TGT's forward PE as 11.8, which is based on next year's earnings. the big difference between the two suggests that TGT's earnings are predicted to recover in the next year and thus is currently undervalued.
    May 28 12:32 AM | 1 Like Like |Link to Comment
  • Blue Light Specials In The Market: Utilities [View article]
    yes, it's about as bond-like as you can get.
    May 27 12:14 PM | Likes Like |Link to Comment
  • Blue Light Specials In The Market: Utilities [View article]
    Eric--did ED make it to your list? I believe it's fairly valued as well.
    May 27 11:53 AM | Likes Like |Link to Comment
  • What I Am Doing With My AT&T/DirecTV Shares [View article]
    AP--another commenter 'Richjoy' on SA has often mentioned 4% on the 10 yr Treasury as the point at which he'd get interested in bonds again. Either way, it seems a rather long way off at the moment.

    Thus, in the meantime I am hoping to add one or two more conservative bond-like stocks to my portfolio, with a 4-5% yield. I have no sector preference, though I'd prefer fairly low beta and a modicum of capital appreciation/earnings growth wouldn't hurt. I've been mainly eyeing T, GSK, or a ute, or possibly adding to my BP and VZ positions. Do you have any thoughts on the matter?
    May 27 11:28 AM | Likes Like |Link to Comment
  • New Buy: American States Water Company [View article]
    haha, i tricked you into doing my dirty work! i know next to nada about water utilities, but remembered tim mcaleenan liked WTR and had it on his master list of stocks.

    http://bit.ly/1pcyVb3 (5% discount if you DRIP--how apropos)

    http://bit.ly/1pcyVb5

    http://seekingalpha.co... (Parsimony gave it a $23-25 buy zone)
    May 26 10:30 PM | 1 Like Like |Link to Comment
  • New Buy: American States Water Company [View article]
    I haven't looked at it myself, but any reason why WTR doesn't float your boat as well?
    May 26 09:37 PM | Likes Like |Link to Comment
  • 4 Aristocrats Trading With The Hoi Polloi [View article]
    kevin--I agree. it's definitely too soon to tell how everything will shake out. hopefully TGT will now be able to meet its reduced guidance.
    May 26 07:03 PM | Likes Like |Link to Comment
  • 4 Aristocrats Trading With The Hoi Polloi [View article]
    Mike, I'm down in the trenches with you and every other TGT shareholder who bought in the last year or two...with about a 7% loss on my initial investment as of right now.

    why are you ticked off exactly? because the price has gone down since you purchased? but you haven't sold yet, so you haven't locked in any losses. in all seriousness, I always thought that one of the main pluses of dividend investing was that you don't have to worry about share prices because you're always raking in dividends. the time to get pissed off is if TGT doles out a miniscule dividend raise next month! :-)
    May 26 06:52 PM | 2 Likes Like |Link to Comment
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