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Exquisite Decay

Exquisite Decay
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  • Time To Sell Both AT&T And Verizon, Dog Fight In Sight [View article]
    $T at or below $32 is a buy for me.
    Aug 19 11:52 AM | 6 Likes Like |Link to Comment
  • Report: Walgreen backs away from inversion; stock dives 6.5% [View news story]
    You missed my point - maybe because I was not clear. It was not about Humira or any drug in particular. That was just an example because Abbvie is doing an inversion. My point was the anger and threats of boycotts and government retribution seem to be selective.

    US companies do not even need to do an inversion to avoid paying US taxes. They can set-up subsidiaries in say Ireland and have the revenue(not actual manufacturing or work mind you, just the revenue) shifted and recognized for tax purposes in that country at much lower corporate tax rates.
    Aug 7 10:09 AM | Likes Like |Link to Comment
  • Frothy Market, Impending Correction - What's A Dividend Growth Investor To Do? [View article]
    Shouldn't that last sentence have read 'An impending correction...'?
    Aug 6 09:07 PM | Likes Like |Link to Comment
  • Overreaction to Walgreen staying in Chicago? [View news story]
    Bought some more this morning at $58.38. Last time I bought WAG was two years ago at below $30 when it announced its initial purchase of some of Alliance Boots along with a hefty dividend increase of over 22%. Stock plunged at the opening which brought the dividend yield to around 3.75% back then. This is not as great a deal but I will take it.
    Aug 6 09:54 AM | 1 Like Like |Link to Comment
  • Report: Walgreen backs away from inversion; stock dives 6.5% [View news story]
    So for those on Medicare/Medicaid, who are currently prescribed Humira, going to need to worry if the US Government drops that drug because it is manufactured by Abbvie, which is doing a tax inversion?
    Aug 5 04:02 PM | 1 Like Like |Link to Comment
  • Why Thursday's Sell-Off Matters [View article]
    DE is tempting at these levels. Just wish PSX would descend into the low 70's.
    Jul 31 11:53 PM | 2 Likes Like |Link to Comment
  • Next inversion? Hospira reportedly bidding for Danone unit [View news story]
    Another spin-off from Abbott Labs. Maybe Abbot will spin off more and more of its company until nothing is left and these spin-offs will all invert overseas.
    Jul 27 11:10 PM | Likes Like |Link to Comment
  • Surprise: The Real Costs Of Inversions Are Paid By Ordinary Shareholders [View article]
    I DRIP my dividends from Abbvie(held through Computershare). So does that mean that I will not be able to reinvest the entire amount of the dividend? That stinks if that's the case.
    Jul 23 07:50 PM | Likes Like |Link to Comment
  • Surprise: The Real Costs Of Inversions Are Paid By Ordinary Shareholders [View article]
    'But what about WAG? Hasn't that deal already been completed? I never received a 1099 for it.'

    No, it has not.(At least not announced publicly, if it has been decided to do so.) I do not understand why many think WAG has already done this. WAG is one of many companies mentioned that may do a tax inversion but it was not even WAG that first suggested it would do this, it was some hedge funds and investment banks saying WAG should do this.

    I see posts here on SA and on other sites where people say they will not shop anymore at Walgreens because they moved overseas, but I never see post about boycotting other companies that have already done or are truly in the process of doing a tax inversion.
    Jul 23 06:49 PM | 1 Like Like |Link to Comment
  • Dividend Champions: 11 Increases Expected By The End Of September [View article]
    Remember two years ago June, Walgreens announced its stake in Alliance Boots at the same time it announced its dividend increase of 22.22%. The result: the market reacted badly to the purchase and the stock plummeted below $30 and the dividend yield based on the new rate shot to around 3.75 percent. A rare opportunity to get a nice yield on Walgreen's stock. A repeat of that type of occurrence is devoutly to be wished.
    Jul 18 09:33 PM | 2 Likes Like |Link to Comment
  • Intel issues solid guidance, adds $20B to buyback [View news story]
    My concern with any buyback is that it is used to truly reduce the outstanding shares. Intel has had the recent habit of issuing shares to executives so that the overall share count has stayed flat to a slight increase.
    Jul 15 04:30 PM | 17 Likes Like |Link to Comment
  • Seaspan Corporation declares $0.345 dividend [View news story]
    Short notice; only two days until ex-dividend.
    Jul 15 09:40 AM | Likes Like |Link to Comment
  • Cynk Technology Is The New Scheme In Town [View article]

    Here is the answer to one of your questions in the last paragraph.Yeah he did.

    'Marlon L. Sanchez, our Chief Executive Officer, President, Secretary and chief Financial Officer was granted Two Million Eight Hundred Thousand (2,800,000) of the Company's common shares on April 17, 2013.'

    That is out of 3.8M outstanding shares. From an SEC filing in April 2013. This was also just prior to a 75 for 1 stock split.
    Jul 12 10:26 AM | Likes Like |Link to Comment
  • Cynk Technology Is The New Scheme In Town [View article]

    The $6B market cap is the product of the outstanding shares times the price of the most recent trade. Unless all the shares were traded at the most recent price there is not $6B needed; the only amount needed is for the shares that are trading. I have not looked to see the volume traded but all it would take is for two people to conspire on a trade of 1 share at $44 then voila! the market cap would double to around $12B. No one need produce that $12B they just need the $44.
    Jul 12 01:54 AM | 5 Likes Like |Link to Comment
  • ConocoPhillips declares $0.73 dividend [View news story]

    Be patient. COP does have better use of capital right now. If you have not already, you should read through COP's recent management presentations to get an understanding of what it is doing and why. As Sum02006 wrote, COP is selling assets in troubled parts of the world and lower margin areas while concentrating on more stable and higher margin areas. This is going to take time. Management is focused and doing what it said it would do. Take comfort in that COP is doing this without issuing new debt. It has also stopped buying back shares for now. When this transition is done COP will have stronger financials and be well prepared for above industry-average growth. That's when we can expect to see dividend increases around 10%.
    Jul 10 11:42 AM | 7 Likes Like |Link to Comment