Seeking Alpha

Graybeard44

Graybeard44
Send Message
View as an RSS Feed
View Graybeard44's Comments BY TICKER:
Latest  |  Highest rated
  • Dividend Investors Will Make Money Even If The Stock Market Closed For 10 Years [View article]
    When I first bought 3M stock in the early '90s, I paid just over $100.00 per share. With 2 stock splits, my cost basis on those shares is now less than $30.00/share.
    When 3M shares approach that $30.00/share figure in the market, I'll consider selling. Until then, I'll collect the dividends (something around 11%, based on my cost) that support my retirement.
    Jul 18 07:40 AM | 3 Likes Like |Link to Comment
  • Is Annaly A Sleep Well At Night Investment? [View article]
    As a Schwab customer, I've watched their ratings for many years. The A-F rating system is basically a popularity contest, being based on opinion surveys and "momentum," rather than fundamental research. As a result, I have found their ratings to contain clues to market timing. If you believe in a company's "Story" (their prediction of future prospects) and they have decent fundamentals, a "D" or even "F" really indicates an "out of favor" stock that may well be poised for good growth.
    Jul 2 08:42 AM | 2 Likes Like |Link to Comment
  • Why 3M Is Ridiculously Overpriced [View article]
    Dividend Sleuth:

    So, you think that DOV @ $60.00/shr, paying a 2.5% dividend, is "compelling," but that MMM @ $140, (currently a 2.45% dividend yield) is "ridiculously" over-priced?

    I think THAT is ridiculous.
    May 27 08:54 AM | Likes Like |Link to Comment
  • Kinder Morgan Management, LLC: The Wise Choice [View article]
    No UBTI, no 1099, no complications in my IRA..... What's not to love?

    I've held both KMR and EEQ for many years, and they've been very good to me!
    May 20 07:15 AM | 5 Likes Like |Link to Comment
  • Why 3M Is Ridiculously Overpriced [View article]
    At $96.00 per share, MMM would be paying a 3.5% dividend. If that were to happen, it would mean that one could buy one of the longest, strongest growth stories, with 10 % growth AND one of the best managed (and most ethical) companies in the world at a truly "bargain basement" price compared to the current investment environment. The author may wish that MMM would go "on sale," but that is only his wishful thinking.

    One long-standing corporate goal is to "...generate 30% of our sales with products that have come to the market in the past five years." How many other companies can you name that even attempt such a thing?

    I first purchased MMM in 1994. At that time, it was $104.00 per share, and paid a $.75 per quarter dividend. Since that time it has split twice, and raised the dividend EVERY year. (In fact, it has raised its dividend every year for over 50 years). During the "Great Recession", it lost less value than any other stock I owned. Such performance is what makes MMM a highly valued company which has earned the premium valuation that it is afforded in the market.

    It is truly a great company AND a great stock.
    May 6 08:45 AM | 7 Likes Like |Link to Comment
  • 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
COMMENTS STATS
109 Comments
169 Likes