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Minutemen

Minutemen
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  • As TJX Increases Its Dividend By 21%, Here's Why I'm Staying Bullish [View article]
    Thanks, Happy. Good to know about Winners. TJX has been gaining strength in Europe as well, which has been a tough nut to crack for U.S. retailers. Looking forward to the earnings report. I'm expecting a good one considering the 21% dividend increase. Although the yield is fairly low, this is a growth company and the dividend will continue to grow over time.
    Apr 18 01:25 PM | Likes Like |Link to Comment
  • Coca-Cola: Downside Is Less Than 5% [View article]
    KO goes up, KO goes down. Meanwhile I sit back, tune out, and continue to re-invest the divys and receive steady annual pay raises from KO (and my other dividend growth investments). Wake me up in 20 years. I'll either be living in world run by Cylons or will be a very rich man. I think the latter is more likely.

    Long KO and sleeping easy.
    Apr 18 11:39 AM | 6 Likes Like |Link to Comment
  • As TJX Increases Its Dividend By 21%, Here's Why I'm Staying Bullish [View article]
    cgarrett: I hear ya. I love seeing the lines in HomeGoods and Marshalls whenever I go in. I also love how the cashiers move the folks thru so quickly so that no one has to wait long. Ca-ching!!.

    Anyway, as a followup to my post above, I did add more shares to my position recently at $57.81. Couldn't be happier considering the 52-week high around $64.

    Very long TJX.
    Apr 18 09:15 AM | Likes Like |Link to Comment
  • Is American Realty Capital A Monster Or A Machine? [View article]
    jbbson: Thanks! My ARCP dividends reinvested at 13.37.
    Apr 18 09:09 AM | Likes Like |Link to Comment
  • Is American Realty Capital A Monster Or A Machine? [View article]
    PSA: Thanks! I just now added some more shares of ARCP in a rollover IRA at $13.22 (7.55% yield). Looking forward to watching this one grow.

    Long ARCP.
    Apr 17 03:48 PM | Likes Like |Link to Comment
  • Intel's Earnings Have Me Thinking Like A Buyer Again [View article]
    DGJ: Good point!
    Apr 17 08:42 AM | Likes Like |Link to Comment
  • Intel's Earnings Have Me Thinking Like A Buyer Again [View article]
    QTR: Why do you write articles at all? Who are your helping with your articles? How are your helping others make the right decision when you first indicate that bought INTC for the long-term (in 3 articles), then quickly jump ship and announce that you sold your shares, and now announce that INTC is all better again and you plan to purchase shares again?

    You might be helping others if you wrote your articles from the perspective of a day tradyer, but to write as long-term investor and then to quickly move in and out of your positions is hypocritcal and disingenous.

    You may not worry what your trading makes you look like, but as an author on a financial investing site with thousands of followers, you should consider your audience and not write articles that contrary to your actual investing strategy.
    Apr 17 08:09 AM | 3 Likes Like |Link to Comment
  • Is American Realty Capital A Monster Or A Machine? [View article]
    Brad:

    ARCP starting to look attractive to me at the recent (April 16) close price of $13.39. I wonder if perhaps the recent selloff on broader REIT and market gains may be related to the spin-off resulting in a pro rata taxable special distribution? Since I hold ARCP in an IRA, I'm not worried about this and would like to add more shares before the spin off.

    Just wonder if you or any others might have thoughts on the current price and recent decline.
    Apr 16 04:13 PM | Likes Like |Link to Comment
  • Dividend Champions Ranking: Part 1, The Heavyweights [View article]
    Stan: I think you made a mistake on your P/E ratio for PPG. You list at 8.53x but I'm seeing at 26.38x with forward P/E at 17.8x. Based on my own valuation metrics, PPG does not look at all appealing to me.
    Apr 16 12:58 PM | Likes Like |Link to Comment
  • Retirement Strategy: Is Now The Time To Buy The Dips? [View article]
    RS: Thanks for posting. I like the simplicity of your KISS approach, partcularly for low-beta blue chips. I personally like to use a combination of metrics for determining valuation and potential purchase price, but one of my favorites has become the MorningStar ratings for stocks.

    For those that may not be aware, the MorningStar "star" rating system is based on whether a stock is considered over- or under-valued, and importantly, is risk adjusted (i.e., risk is weighted in their equation, so that a high risk stock has a higher bar to a 5-star rating than does a lower risk stock). The ratings are adjusted daily. A rating of 3 stars = fairly valued, whereas 4 and 5 star stocks would be considered undervalued (it is very hard finding any 5-star stocks right now!).

    Just for fun, I entered some of your KISS stocks above into MorningStar to see their ratings. Here they are:

    KO: 4 stars
    CVX: 4 stars
    PG: 4 stars
    WMT: 3 stars
    PFE: 3 stars
    T: 2 stars

    For more info on MorningStar's rating system, see:
    http://bit.ly/1jHPyH0
    Apr 15 10:11 AM | Likes Like |Link to Comment
  • The Coca-Cola Company EPS in-line, beats on revenue [View news story]
    No, the good news in KO earnings is the 2% volume growth in emerging markets, which exceeds analyst forecasts. Volume in North America was flat, but growth in emerging markets is where growth lies for KO.

    Long KO.
    Apr 15 08:03 AM | 1 Like Like |Link to Comment
  • As TJX Increases Its Dividend By 21%, Here's Why I'm Staying Bullish [View article]
    Heather: Thanks for the article. I'm seriously considering adding more TJX to my portfolio now that the stock has dropped below the 200 day SMA and is much more appealing at current valuations. The recent close price of $57.83 (April 11) is 10% below the 52-week high. This price drop has resulted in a MorningStar valuation increase to 4 stars, indicated that the stock price is below fair value. TJX'x share price may go even lower still, or perhaps not, but I would feel comfortable adding shares at this below fair value price.

    Just my 0.02. Long TJX.
    Apr 13 09:12 AM | Likes Like |Link to Comment
  • PC Markets Are Stabilizing And Intel Will Benefit [View article]
    "Tens of thousands of iPads is spit in the ocean, there are 1 billion PC's in use."

    Funny! And so true.

    Long INTC.
    Apr 10 12:30 PM | 4 Likes Like |Link to Comment
  • With PC Sales Improving, Is Intel Set To Rocket? [View article]
    QTC: "Is Intel Set To Rocket?"

    I guess it depends on your definition of "rocket." I think based on the recent price gains, most of the upside on PC sales is already baked in. For there to be more growth, INTC really needs to show gains in revenue. This will be a longer term trend. But the PC numbers, if they continue to hold, should help provide more resistance to share price declines.

    Also, INTC is up 38% from its $19.56 closing low in Nov 2012, and is up 15% from its since Feb 5, 2014 closing price. Those aren't Tesla rocket numbers, but not a bad slow burn for a behemoth like INTC (especially if like me, you bucked the "death of PC" Chicken Littles and bought shares around the lows!).
    Apr 10 09:04 AM | 2 Likes Like |Link to Comment
  • Realty Income called a Sell at Morgan Stanley [View news story]
    Hmmm, O gains 1% today on Morgan Stanley downgrade. MS must have backed up the truck following the after hours sell off this morning.
    Apr 8 04:03 PM | Likes Like |Link to Comment
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