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rnsmth

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  • Apple: Dividend Growth Investor's Dream? [View article]
    Quite a few DGR investors require more than one annual increase before they will consider a stock for their portfolios. Apple does not yet meet the grade there.

    I have some shares in my portfolio and will keep them for a year waiting for the next dividend increase announcement.
    May 1 11:39 AM | Likes Like |Link to Comment
  • Apple: Massive Buyback Powers Shares After Hours [View article]
    Apple is undervalued by a variety of metrics.

    It is a four star stock via Morningstar - undervalued.

    It is financially a strong behemoth - as evidenced by all we know about it confirmed by the rating agencies this past week.

    It's current yield is 3% and it just raised its dividend by 15%

    It is going to reduce its float by somewhere in the 10-15% range over the next 2.5 years.

    In a paraphrase of the formula chowder likes to cite:

    High financial safety + good yield + high dividend growth + undervaluation = a winner.

    I know how much fun it can be to follow every little turn of as the apple turns. I have spent many happy hours doing so over the years. No more of that for me!

    Keeping it simple works for now. Now I just need Apple to provide good dividend increases in future years to keep it in the portfolio
    Apr 27 11:32 AM | 1 Like Like |Link to Comment
  • Apple: Massive Buyback Powers Shares After Hours [View article]
    Long-term buy backs that reduce the shares outstanding are excellent. I prefer the mix to be heavier on dividends, but I am pleased with what Apple is doing.

    A 15% income pay raise from Apple is nothing to sneeze at.
    Apr 24 08:34 AM | 2 Likes Like |Link to Comment
  • Apple: Massive Buyback Powers Shares After Hours [View article]
    I am happy that I got the announcement of a 15% pay raise from Apple for the next year. They need to give a good one next year too :)

    The share price will take care of itself - and the 60 billion in buybacks will help with that
    Apr 23 08:57 PM | 2 Likes Like |Link to Comment
  • Apple: Massive Buyback Powers Shares After Hours [View article]
    about 13% of shares o/s, I think
    Apr 23 05:53 PM | 1 Like Like |Link to Comment
  • Apple: Massive Buyback Powers Shares After Hours [View article]
    In the conference call it was stated that buybacks would begin right away
    Apr 23 05:49 PM | 4 Likes Like |Link to Comment
  • Should Apple Buy Back Shares Or Increase Dividends? [View article]
    The average earnings estimate for this fiscal year is 43.66. The current annual dividend is $10.60

    You are suggesting that Apple lower its dividend when you advocate for an 18% payout ratio.

    Do the math.
    Apr 21 11:16 AM | Likes Like |Link to Comment
  • Should Apple Buy Back Shares Or Increase Dividends? [View article]
    Did not make much sense. Please rephrase
    Apr 16 10:24 PM | Likes Like |Link to Comment
  • Should Apple Buy Back Shares Or Increase Dividends? [View article]
    Both - increase dividend by at least 10% and increase buyback

    My preference would be for Apple to announce a target payout ratio for 2016, one that would imply double digit dividend increases each year over the next few years
    Apr 15 09:15 AM | 1 Like Like |Link to Comment
  • Is Apple's Secret Hedge Fund Prepping For A Dividend Boost? [View article]
    I am in favor of healthy, double-digit dividend increases and increased buy-back funding, but....the dividend should have the highest priority. Stopping the dilution due to share-based compensation has already happened. That was shareholder friendly.

    The most share holder-friendly activity now is to increase the dividend noticeably. As noted above, I am not opposed to increasing the amount available for share buybacks - maybe to double or triple what it is now for next year.
    Feb 6 08:55 PM | 3 Likes Like |Link to Comment
  • Is Apple's Secret Hedge Fund Prepping For A Dividend Boost? [View article]
    Apple has already taken charges against earnings on much of the foreign earnings to cover US taxes on the profits.
    Feb 6 08:51 PM | 2 Likes Like |Link to Comment
  • Is Apple's Secret Hedge Fund Prepping For A Dividend Boost? [View article]
    Come on Robert. Just because most investors are ignorant is no reason to falsely call public available data "secret."
    Feb 6 08:49 PM | 2 Likes Like |Link to Comment
  • Apple: Adding A Beaten Up Giant To The Team Alpha Retirement Portfolio [View article]
    You may be looking at the pipeline incompletely.

    In one branch of the pipeline there are the hundreds of millions of current Apple customers, over 85% of whom plan to continue to buy Apple products.

    Think recurring revenue stream
    Jan 31 08:09 AM | Likes Like |Link to Comment
  • Apple: Adding A Beaten Up Giant To The Team Alpha Retirement Portfolio [View article]
    That is just not correct and reveals a lack of knowledge and information.
    Jan 30 10:41 PM | 1 Like Like |Link to Comment
  • Apple: Adding A Beaten Up Giant To The Team Alpha Retirement Portfolio [View article]
    Wrong, wrong and wrong.

    $45 a share in earnings for the current fiscal year - which ends in September, 2013

    Read this

    http://bit.ly/14v7Dki
    Jan 30 08:30 AM | Likes Like |Link to Comment
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