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Qniform

Qniform
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  • DGI Beats Indexing; What Beats DGI? [View article]
    http://bit.ly/1CMaCZP
    Jul 17, 2015. 01:40 PM | 1 Like Like |Link to Comment
  • Dril-Quip - Great Story, But Still Overvalued [View article]
    Are you trading any here batman? I just added some a little above $65. I've traded my basis down below $78 over the past six months (from $90+). I still like the stock as a value play (and an ideal take out target for a bigger player). I don't take the size positions you do though.
    Jul 17, 2015. 01:38 PM | Likes Like |Link to Comment
  • 3 Factors That Make NYCB A Compelling Investing Proposition [View article]
    This could be a catalyst for price appreciation. http://on.wsj.com/1THlE75

    The recent run up may already be pricing it in.
    Jul 17, 2015. 01:23 PM | Likes Like |Link to Comment
  • Is New York Community Bancorp A Sell? [View article]
    The latest news would be a catalyst for price appreciation. http://on.wsj.com/1THlE75

    The recent run up may already be pricing it in.
    Jul 17, 2015. 01:22 PM | Likes Like |Link to Comment
  • Update: New York Community Bancorp Continues To Tiptoe Around SIFI Status [View article]
    This would be a catalyst for price appreciation. http://on.wsj.com/1THlE75

    The recent run up may already be pricing it in.
    Jul 17, 2015. 01:21 PM | Likes Like |Link to Comment
  • Denbury - A Waiting Game That's Not Going To Pan Out [View article]
    While the effort is appreciated, the facts in the article are not correct. The debt maturity is in error, the EPS are wrong (and not relevant as others have noted), and the advice is bad if an investor has a much higher cost basis (like I do) - UNLESS a tax loss is useful and an investment in another oil patch name is identified to be superior. Find better small E&P with unrisked reserves at a similar LOE and I'd be interested. I don't think the BP idea is very good as a comp.
    Jul 17, 2015. 01:00 PM | Likes Like |Link to Comment
  • AmEx Is Overvalued, Here's Why [View article]
    Thanks for a well presented article. I would join the other comments in pointing out that the balance sheet (and debt) questions raised are due to a hybrid business model, where the banking type business skews the metrics relative to comps. It would be better to break out the business segments (lending vs. transaction processing) when comparing to the competitors presented. Seen that way, the banking business is very strong, which allows the use of capital to do buy backs.
    Jul 16, 2015. 05:25 PM | Likes Like |Link to Comment
  • ABB: Sailing Through Headwinds With A High Yield [View article]
    auto, ABB is an NYSE listed ADR. The data shown for the ticker is accurate (i.e. no withholding from that number). There will be a couple points of ADR fee subtracted if dividends are reinvested.
    Jul 16, 2015. 05:01 PM | Likes Like |Link to Comment
  • A Single Mother's Income: Quarter 2 2015 Portfolio And Dividend Update [View article]
    Yes, I don't buy their data either - there are plenty of free data sources. Since my account exceeds $100k, there is no monthly charge either. I have accounts at GS, TDA, Fido, etc. which also provide free research. I do all the trading at IB and transfer the positions among those accounts to realize their other benefits.
    Jul 16, 2015. 04:45 PM | 1 Like Like |Link to Comment
  • A Single Mother's Income: Quarter 2 2015 Portfolio And Dividend Update [View article]
    I thought her linked accounts value would exempt her based on her first article. Maybe I misremembered. http://bit.ly/1CJOy1X
    Jul 16, 2015. 03:04 PM | Likes Like |Link to Comment
  • DGI Beats Indexing; What Beats DGI? [View article]
    < Sorry about my language>

    Ah. It was my favorite part. Of course when I quoted it in my comment some shoulders with chips were immediately apparent.

    I don't understand the fuss. The article from the title and main points onward were clearly in a total return context. If that isn't the reader's goal, then their comments must be irrelevant (I'm simply reversing what I'm often told if I try to participate in DGI comment streams).
    Jul 16, 2015. 02:57 PM | 3 Likes Like |Link to Comment
  • A Single Mother's Income: Quarter 2 2015 Portfolio And Dividend Update [View article]
    I'd suggest an account at Interactive Brokers. Their local number is 61 (2) 8093 7300. $20/trade is ridiculous - just move the account.
    Jul 16, 2015. 12:11 PM | 7 Likes Like |Link to Comment
  • Johnson & Johnson: Results Clouded, But Still A Dividend Powerhouse [View article]
    We're somewhere in the middle, I think. Working backwards from the most recent quarter I have diluted EPS (xNRI) at $1.61 + $1.53 + $0.89 + $1.66 = $5.69. Based on yesterday's close that would be 17.65x.
    Jul 16, 2015. 12:01 PM | Likes Like |Link to Comment
  • DGI Beats Indexing; What Beats DGI? [View article]
    The MasterCard / Visa commercial in quote examples:

    "But that and the psychology comment are the only 2 bright spots in this otherwise lackluster article that is more wrong than it is right."

    *Cheap*

    "Most of the discussion within the DGI community centers around rationalizing the avoidance of evidence as opposed to allowing for falsifiable comparisons."

    *Priceless*
    Jul 16, 2015. 11:37 AM | 3 Likes Like |Link to Comment
  • Johnson & Johnson: Results Clouded, But Still A Dividend Powerhouse [View article]
    Thanks for the article. I'd suggest that you check your TTM P/E number. It is closer to 18x.

    I don't share the view that it is a value position, but at least it can make a defensive contribution in a portfolio. Restructuring would change this picture, and it's inevitable that management will recognize this.
    Jul 16, 2015. 10:30 AM | Likes Like |Link to Comment
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