Teak's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/288449/comments http://seekingalpha.com/article/177345-dividend-investing-when-to-break-your-rules?source=feed#comment-798991 798991
On Dec 09 04:58 PM notsosmart wrote:

> the entry point is very important.since the yield shifts even as
> the div remains the same.example:i bought olin @ 9 9/10 in the old
> days.the div has stayed the same so my yield has been 8% for many
> years.i have a few winners like that & the stock price means
> nothing to me.its a way an uneducated outsider can get a few crumbs
> from the wall st ponzi/casino operation.]]> Wed, 09 Dec 2009 20:02:22 -0500
On Dec 09 04:58 PM notsosmart wrote:

> the entry point is very important.since the yield shifts even as
> the div remains the same.example:i bought olin @ 9 9/10 in the old
> days.the div has stayed the same so my yield has been 8% for many
> years.i have a few winners like that & the stock price means
> nothing to me.its a way an uneducated outsider can get a few crumbs
> from the wall st ponzi/casino operation.]]> http://seekingalpha.com/article/174870-philip-morris-pays-up-something-s-not-right?source=feed#comment-774306 774306 Mon, 23 Nov 2009 20:32:47 -0500 http://seekingalpha.com/article/166810-wasserstein-death-to-have-minimal-impact-on-kraft-cadbury-deal?source=feed#comment-718242 718242 Fri, 16 Oct 2009 21:30:54 -0400 http://seekingalpha.com/article/166560-equities-update-earnings-power?source=feed#comment-716997 716997 Thu, 15 Oct 2009 20:51:43 -0400 http://seekingalpha.com/article/162782-getting-ready-for-retirement?source=feed#comment-686850 686850
On Sep 22 06:24 PM SeekingTruth wrote:

> D4L, Thanks for some solid and useful data and suggestions. MadHFT

> It is worth recognizing that the S&P 500 is at a level first
> seen in Feb. 1998, more than 11 years ago. i.e. Flat for over 11
> years on a growth basis for buy and hold investors.
> Message : Don't buy and hold mindlessly, even better dividend paying
> stocks should be let go when overvalued, but only with great caution
> and care with the mind and strategy to buy them back along the way,
> or to improve and update your selections..
> Again thanks for a good and useful article , you do us an excellent
> service, also MadMFT.]]> Tue, 22 Sep 2009 20:14:49 -0400
On Sep 22 06:24 PM SeekingTruth wrote:

> D4L, Thanks for some solid and useful data and suggestions. MadHFT

> It is worth recognizing that the S&P 500 is at a level first
> seen in Feb. 1998, more than 11 years ago. i.e. Flat for over 11
> years on a growth basis for buy and hold investors.
> Message : Don't buy and hold mindlessly, even better dividend paying
> stocks should be let go when overvalued, but only with great caution
> and care with the mind and strategy to buy them back along the way,
> or to improve and update your selections..
> Again thanks for a good and useful article , you do us an excellent
> service, also MadMFT.]]> http://seekingalpha.com/article/162623-raw-deal-for-kraft-shareholders?source=feed#comment-685688 685688
I bought more shares of KFT one year after spinoff hoping that it would continue as a divdend-payer. Author makes strong points, however, that maybe Ms. Irene has empire-building plans so need to rethink my investment with this company.]]> Mon, 21 Sep 2009 20:53:47 -0400
I bought more shares of KFT one year after spinoff hoping that it would continue as a divdend-payer. Author makes strong points, however, that maybe Ms. Irene has empire-building plans so need to rethink my investment with this company.]]> http://seekingalpha.com/article/162369-dividends-get-no-respect?source=feed#comment-685675 685675

On Sep 21 11:38 AM dick black wrote:

> The biggest problem I see is that discount brokers DO NOT REINVEST
> dividends. ]]> Mon, 21 Sep 2009 20:37:10 -0400

On Sep 21 11:38 AM dick black wrote:

> The biggest problem I see is that discount brokers DO NOT REINVEST
> dividends. ]]> http://seekingalpha.com/article/156792-indian-markets-a-tale-of-many-numbers?source=feed#comment-635910 635910 YTD 2009
Net Foreign Activity(US$m) = +7,310
Net Local Fund Activity(US$m) = +878

Does this mean that foreign investment in India's market exceeds local investment by a factor of 9?? Or is it only the change in investment for 2009 (year-to-date) that is different by 9x??

Thanks.]]> Tue, 18 Aug 2009 23:36:04 -0400 YTD 2009
Net Foreign Activity(US$m) = +7,310
Net Local Fund Activity(US$m) = +878

Does this mean that foreign investment in India's market exceeds local investment by a factor of 9?? Or is it only the change in investment for 2009 (year-to-date) that is different by 9x??

Thanks.]]> http://seekingalpha.com/article/147107-choose-phillip-morris-not-altria?source=feed#comment-576391 576391
I hope that SeekingAlpha doesn't become like Motley Fool: a bunch of investment dribble masquerading as advice when it is really a come-on to subscribe to someone's newsletter or blog.]]> Mon, 06 Jul 2009 18:59:24 -0400
I hope that SeekingAlpha doesn't become like Motley Fool: a bunch of investment dribble masquerading as advice when it is really a come-on to subscribe to someone's newsletter or blog.]]> http://seekingalpha.com/article/140130-fully-invested-but-defensively-so?source=feed#comment-522265 522265 Thu, 28 May 2009 22:26:56 -0400 http://seekingalpha.com/article/140112-buy-and-hold-is-alive-and-well?source=feed#comment-522260 522260
If you plan on trying to live off the dividend stream, then there is no point in worrying about the price going up; in fact, you don't want to the price to race up. My hope (plan) is that my children will inherit my shares after I use the dividend stream for retirement income. Isn't this what investing in companies is supposed to be about?

If I started my own company, I wouldn't sell it, buy it back, sell it, buy it back, etc. ad nauseum. I would own the business long-term and trust that it would give me an income stream long-term. It is this craziness surrounding day-trading, week-trading, month-trading that makes for the silly up-and-down price movements. The price of xxx goes up Monday 1%; it falls 1% on Tuesday; it goes up on Wednesday, falls on Thursday; retraces on Friday. Back to square one. Did the business really change that much in one week??]]> Thu, 28 May 2009 22:20:26 -0400
If you plan on trying to live off the dividend stream, then there is no point in worrying about the price going up; in fact, you don't want to the price to race up. My hope (plan) is that my children will inherit my shares after I use the dividend stream for retirement income. Isn't this what investing in companies is supposed to be about?

If I started my own company, I wouldn't sell it, buy it back, sell it, buy it back, etc. ad nauseum. I would own the business long-term and trust that it would give me an income stream long-term. It is this craziness surrounding day-trading, week-trading, month-trading that makes for the silly up-and-down price movements. The price of xxx goes up Monday 1%; it falls 1% on Tuesday; it goes up on Wednesday, falls on Thursday; retraces on Friday. Back to square one. Did the business really change that much in one week??]]> http://seekingalpha.com/article/133130-looking-forward-to-more-dividend-increases-like-johnson-johnson-s?source=feed#comment-478502 478502
Time for major restructuring. CEOs should not be appointing members of the Board of Directors.
]]> Sun, 26 Apr 2009 23:18:51 -0400
Time for major restructuring. CEOs should not be appointing members of the Board of Directors.
]]> http://seekingalpha.com/article/131040-procter-and-gamble-shatters-dividend-myths-in-current-economy?source=feed#comment-464425 464425 ]]> Wed, 15 Apr 2009 20:56:53 -0400 ]]> http://seekingalpha.com/article/129337-kraft-ceo-s-50-pay-raise-is-wrong?source=feed#comment-451427 451427 ]]> Fri, 03 Apr 2009 21:26:50 -0400 ]]> http://seekingalpha.com/article/122824-cigarettes-business-is-still-smoking?source=feed#comment-405071 405071
As someone who lives outside the USA, I know that few countries are concerned right now about suing tobacco companies. Those prime ministers, and members of parliament, are too worried about other things: political rivals, or finding new mistresses, as they sit and puff on their cigarettes and drink their tea.
]]> Thu, 26 Feb 2009 18:00:45 -0500
As someone who lives outside the USA, I know that few countries are concerned right now about suing tobacco companies. Those prime ministers, and members of parliament, are too worried about other things: political rivals, or finding new mistresses, as they sit and puff on their cigarettes and drink their tea.
]]> http://seekingalpha.com/article/122241-epi-my-pick-from-all-india-focused-funds?source=feed#comment-402252 402252
I am not a fan of mutual funds, and I use country-based closed-end funds only to get exposure to countries where it is difficult to buy shares directly. I want dividends paid through, not retained by the 'manager'.
]]> Tue, 24 Feb 2009 20:53:11 -0500
I am not a fan of mutual funds, and I use country-based closed-end funds only to get exposure to countries where it is difficult to buy shares directly. I want dividends paid through, not retained by the 'manager'.
]]> http://seekingalpha.com/article/122178-why-i-bought-at-t-despite-less-than-stellar-earnings?source=feed#comment-402245 402245
Don't put too much weight on the criticism of SA readers. I too sometimes throw a complaint or two out there. Some SA articles are a waste of time, and need to be 'called out'. Others are useful. This analysis of T was useful. Thank you, but I am already part of the choir.
]]> Tue, 24 Feb 2009 20:46:38 -0500
Don't put too much weight on the criticism of SA readers. I too sometimes throw a complaint or two out there. Some SA articles are a waste of time, and need to be 'called out'. Others are useful. This analysis of T was useful. Thank you, but I am already part of the choir.
]]> http://seekingalpha.com/article/121979-us-bancorp-a-1-7b-loss-for-berkshire-hathaway?source=feed#comment-399524 399524
Until/unless USB shuts down their many branches and lose their many depositors, I suppose that it is worth holding for a while longer. Maybe the traders will eventually come around to financials once again. Maybe plaid pants will come back in style also. We'll see.
]]> Mon, 23 Feb 2009 03:18:25 -0500
Until/unless USB shuts down their many branches and lose their many depositors, I suppose that it is worth holding for a while longer. Maybe the traders will eventually come around to financials once again. Maybe plaid pants will come back in style also. We'll see.
]]> http://seekingalpha.com/article/121420-testing-benjamin-graham-s-investment-criteria?source=feed#comment-397235 397235 ]]> Fri, 20 Feb 2009 18:48:34 -0500 ]]> http://seekingalpha.com/article/119955-betting-on-american-recovery-it-s-gonna-happen?source=feed#comment-384719 384719

On Feb 11 12:01 PM Marcap wrote:

> I really do not think the author has any real grasp on just how bad
> the current economic situation is, nor does he have any viable solutions
> on how current problems can be rectified. In fact from reading his
> article, I think that it will become very clear to many, that rather
> than offering solutions to the problems at hand, those with such
> a mentality as the author, are actually the root cause of such problems.
> ]]> Wed, 11 Feb 2009 18:22:17 -0500

On Feb 11 12:01 PM Marcap wrote:

> I really do not think the author has any real grasp on just how bad
> the current economic situation is, nor does he have any viable solutions
> on how current problems can be rectified. In fact from reading his
> article, I think that it will become very clear to many, that rather
> than offering solutions to the problems at hand, those with such
> a mentality as the author, are actually the root cause of such problems.
> ]]> http://seekingalpha.com/article/119847-china-and-brazil-offer-positive-emerging-market-returns?source=feed#comment-384641 384641
Why not be long in Brazil, and China, and Taiwan, and India?? Eventually, all of these will move higher. And if they move sideways, then they will kick out dividends. But, of course, you have to own something that pays through the dividends.]]> Wed, 11 Feb 2009 17:29:44 -0500
Why not be long in Brazil, and China, and Taiwan, and India?? Eventually, all of these will move higher. And if they move sideways, then they will kick out dividends. But, of course, you have to own something that pays through the dividends.]]> http://seekingalpha.com/article/117580-sell-altria-during-market-hours?source=feed#comment-370817 370817 ]]> Fri, 30 Jan 2009 08:13:52 -0500 ]]> http://seekingalpha.com/article/116307-altria-s-dividend-sets-it-apart?source=feed#comment-366084 366084
Jeremy Siegel in his book "The Future for Investors", clearly shows how the negativity about Altria's always-pending litigation has actually benefited investors who owned and reinvested MO dividend payments. There is a leveraging effect when the stock price stays low over a period of time - dollar-cost averaging is what it is.

So, yeah, let's hear all of the complaining and projected bad news. Keep that price low for me!! I like, I like. Too many people think that prices have to rise constantly for their investment to be worthwhile (on paper). If you never plan to sell, i.e., hold for the passive income, there is no reason to want the price to go higher.

]]> Sun, 25 Jan 2009 22:50:23 -0500
Jeremy Siegel in his book "The Future for Investors", clearly shows how the negativity about Altria's always-pending litigation has actually benefited investors who owned and reinvested MO dividend payments. There is a leveraging effect when the stock price stays low over a period of time - dollar-cost averaging is what it is.

So, yeah, let's hear all of the complaining and projected bad news. Keep that price low for me!! I like, I like. Too many people think that prices have to rise constantly for their investment to be worthwhile (on paper). If you never plan to sell, i.e., hold for the passive income, there is no reason to want the price to go higher.

]]> http://seekingalpha.com/article/114444-procter-gamble-co-true-quality-blue-chip-dividend-stock?source=feed#comment-354894 354894
Mine is simpler. In the 3 1/2 years that I have owned PG, it has grown its dividend at a 14% annual rate for me, and now yields over 3% based upon what I paid.

Good enough for me.
]]> Tue, 13 Jan 2009 17:05:43 -0500
Mine is simpler. In the 3 1/2 years that I have owned PG, it has grown its dividend at a 14% annual rate for me, and now yields over 3% based upon what I paid.

Good enough for me.
]]> http://seekingalpha.com/article/113147-dow-and-rohm-haas-just-negotiating?source=feed#comment-346922 346922
How about if I hang on to my ROH shares until DOW buys them for $78? Or, if DOW backs out of the deal, I hang on to my ROH shares and continue to receive the 3.5% dividend yield, which has grown at a 16.5% annual rate for me the past three years?

I do try to extract beneficial info from Seeking Alpha, but at times it is the net's equivalent of hot air.
]]> Mon, 05 Jan 2009 20:16:28 -0500
How about if I hang on to my ROH shares until DOW buys them for $78? Or, if DOW backs out of the deal, I hang on to my ROH shares and continue to receive the 3.5% dividend yield, which has grown at a 16.5% annual rate for me the past three years?

I do try to extract beneficial info from Seeking Alpha, but at times it is the net's equivalent of hot air.
]]> http://seekingalpha.com/article/113133-kraft-foods-time-to-put-this-cash-cow-out-to-pasture?source=feed#comment-346102 346102
So yeah, sell sell sell. Me, I'm going to have an Oreo.
]]> Mon, 05 Jan 2009 04:16:00 -0500
So yeah, sell sell sell. Me, I'm going to have an Oreo.
]]> http://seekingalpha.com/article/99241-enbridge-inc-receives-high-marks?source=feed#comment-337993 337993
]]> Thu, 25 Dec 2008 07:01:37 -0500
]]> http://seekingalpha.com/article/100989-people-still-have-to-spend-eleven-dividends-for-even-conservative-investors?source=feed#comment-337991 337991
> MLP's should hold up well. I don't see activity in shipments of gas
> and oil declining to a point where pricing deteriorates. Most firms
> have multi year contracts. They need access to capital to expand
> but can hold the line for the near future in a weak economy. Long:
> EPD, TPP, KMP, LINE, BBEP, NGLS.

What would be better: investing in a MLP (such as Enbridge Energy Partners, EEP) or in a company which is a major shareholder in the MLP (e.g., Enbridge, ENB, with a 27% stake). The financials on EEP don't look all that good right now, but those of the major shareholder (ENB) look much better.

Don't MLPs basically have to sell off parts of themselves to keep up the dividend payments? EEP has a dividend payout ratio of 125% now, which doesn't look good to my conservative eyes.
]]> Thu, 25 Dec 2008 06:57:36 -0500
> MLP's should hold up well. I don't see activity in shipments of gas
> and oil declining to a point where pricing deteriorates. Most firms
> have multi year contracts. They need access to capital to expand
> but can hold the line for the near future in a weak economy. Long:
> EPD, TPP, KMP, LINE, BBEP, NGLS.

What would be better: investing in a MLP (such as Enbridge Energy Partners, EEP) or in a company which is a major shareholder in the MLP (e.g., Enbridge, ENB, with a 27% stake). The financials on EEP don't look all that good right now, but those of the major shareholder (ENB) look much better.

Don't MLPs basically have to sell off parts of themselves to keep up the dividend payments? EEP has a dividend payout ratio of 125% now, which doesn't look good to my conservative eyes.
]]> http://seekingalpha.com/article/107394-my-dividend-portfolio-i-like-beer?source=feed#comment-337984 337984 ENB)
12-Nov-08 $ 0.282 Dividend *10.116 = 2.852712

You show a dividend payment of $0.282 per share. Their website shows a payment of $0.33 per share. Why the difference?
]]> Thu, 25 Dec 2008 06:29:53 -0500 ENB)
12-Nov-08 $ 0.282 Dividend *10.116 = 2.852712

You show a dividend payment of $0.282 per share. Their website shows a payment of $0.33 per share. Why the difference?
]]> http://seekingalpha.com/article/112147-enbridge-and-transcanada-would-benefit-from-pickens-plan?source=feed#comment-337965 337965 Thu, 25 Dec 2008 03:29:57 -0500