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Graybeard44

Graybeard44
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  • The Only 20 Companies That Matter [View article]
    Thanks for the interesting and well-reasoned article.

    I don't understand why T and VZ were left off the list, but then mentioned separately. According to your numbers, they are more profitable than others that were included.

    It also seems to me that a common thread running through this list is "Innovation"

    If we are looking for sustained profitability over the foreseeable future, it seems to me that the future belongs to the innovators, On your list this would include XOM, AAPL, CVX, GE, WFC, INTC, GOOG, and VZ.

    Innovators OF THE PAST: WMT, IBM, MSFT, PG, ORCL, AND T.

    I would add companies like MMM, BMRN, DOW, KMP, and FCEL to your list based on the likelihood that they will create the future.
    Apr 6 09:25 AM | Likes Like |Link to Comment
  • Requiem For Fallen Dividend Aristocrats [View article]
    kraft(KFT) got knocked off the list when they split into Mondolez (MDLZ) and Kraft (KRFT). Still a great company, with great products and a great dividend.
    Mar 30 11:23 AM | 3 Likes Like |Link to Comment
  • Resource Play (Chesapeake) Or Wildcat Exploration (Taipan Resources) - A Case Of The Tortoise And The Hare [View article]
    So, with Taipan Resources you have better odds of winning than in Las Vegas. At $0.39/share, why not risk a few hundred dollars?
    Mar 25 09:22 AM | Likes Like |Link to Comment
  • Big Plug Power gains ebb as Citron says fair value is 50 cents [View news story]
    If Citroen Research is as reliable as the car, then I guess I'll stick with PLUG.
    Mar 11 01:51 PM | 4 Likes Like |Link to Comment
  • Fuel Cell Energy By The Numbers [View article]
    FCEL hit $4.17 (up 13%) this morning, trading over 60MM shares. According to Schwab, that's over 20% of the total shares outstanding.

    Apparently, someone is afraid to miss out (or have to cover their short positions) after earnings are announced tonight.
    Mar 10 11:44 AM | 2 Likes Like |Link to Comment
  • This Undervalued, Oversold High-Dividend Stock Now Has 4 High-Yield Dividends To Offer [View article]
    With the new ships being built, the shipping companies are having trouble renewing the leases at profitable rates. As the existing long-term leases expire, and there is a glut of ships (container and bulk) available for lease, the market is becoming ever more "cut-throat."
    Mar 9 09:22 AM | Likes Like |Link to Comment
  • Pulling The PLUG On The Fuel-Cell Mania [View article]
    The Walmart contract, as I understand it was not for their stores, but for their 6 distribution centers.
    Mar 8 08:05 AM | 1 Like Like |Link to Comment
  • Pulling The PLUG On The Fuel-Cell Mania [View article]
    Get a copy of their latest annual report that was just released.
    Mar 8 08:03 AM | Likes Like |Link to Comment
  • Big Oil Dividend Analysis [View article]
    Dan:

    I think what SBDrive is saying is that for some of us more visually challenged (read over age 60), it is quite difficult to match the colors of the lines to the color key, especially on small screens. The displays are very pretty, but I, too, have to study the screen to distinguish which line matches TOT vs XOM for example.
    Feb 28 09:40 AM | 4 Likes Like |Link to Comment
  • Best Basic Materials Stocks That Pay Dividends According To A Winning Ranking System [View article]
    As I recall the public statements of the time, it seems that there was some kind of power struggle within the Kuwaiti regime that caused them to "chicken out" and run away from the JV with Dow.
    Feb 25 04:53 PM | Likes Like |Link to Comment
  • Best Basic Materials Stocks That Pay Dividends According To A Winning Ranking System [View article]
    DOW did NOT reduce the dividend due to economic malaise.

    They had to reduce the dividend when their Arab partners backed out of a partnership deal after Dow had committed to spend the money that they expected to get from the Arabs.

    If you spin off the petrochemical business, what would you have left?
    Certainly not the biggest US chemical company.

    As a long-time Dow "long," I wish the speculators would go harass some other company.
    Feb 23 02:06 PM | 1 Like Like |Link to Comment
  • Sell Shell And Oil Majors, Buy High Growth Undervalued Juniors [View article]
    Good luck to you, but I think I'll stick with CVX.
    Feb 16 05:03 AM | 1 Like Like |Link to Comment
  • General Electric: 6% Yield And Nearly 30% Upside Potential [View article]
    Maverick:
    In the mid-1970's,(during the Ford Administration) I had 1 year CD's from my local Savings & Loan company, insured by the Federal Govt (FSLIC) that paid 14% INTEREST. the inflation ratee in the economy was aboutv 10% per year, and the "Whip Infllation Now" campaign was THE TOP PRIORITY of the Federal Reserve Bank as well as the Republican administration.
    Somewhere, I still have a green and white WIN button.
    Dec 7 03:14 AM | Likes Like |Link to Comment
  • 3 Reasons To Buy 3M [View article]
    I've owned 3M since the early 1990's. I only wish that my other stocks had performed as well as 3M.
    Nov 7 08:21 AM | 1 Like Like |Link to Comment
  • Be Happy Kinder Morgan Energy Partners Has Fallen [View article]
    I've had KMR in my IRA for many years. No K-1, no UBT, great return.
    It is very hard to beat. If you want the cash, Schwab charges $8.95 to sell shares. Since I don't plan to sell for a long time, the current price decline doesn't keep me up at night, either.
    Nov 7 08:02 AM | Likes Like |Link to Comment
COMMENTS STATS
104 Comments
151 Likes