Timothy McIntosh's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/3080181/comments http://seekingalpha.com/article/1474691/comments?source=feed#comment-19570341 19570341 Mon, 03 Jun 2013 17:00:19 -0400 http://seekingalpha.com/article/1474691/comments?source=feed#comment-19538991 19538991 Sun, 02 Jun 2013 22:18:59 -0400 http://seekingalpha.com/article/1380161/comments?source=feed#comment-18223991 18223991
For Dividends#1, yes these indicators all turned negative in late 2007, nearly a year before the crisis. Of course, the usefulness of any indicator is based upon the economic period in question. In a 1970s scenario of high inflation, these specific indicators might not work as well. But in our current environment of high debt and low interest rates, I am of the opinion these are the top 6 available.]]> Mon, 29 Apr 2013 10:57:54 -0400
For Dividends#1, yes these indicators all turned negative in late 2007, nearly a year before the crisis. Of course, the usefulness of any indicator is based upon the economic period in question. In a 1970s scenario of high inflation, these specific indicators might not work as well. But in our current environment of high debt and low interest rates, I am of the opinion these are the top 6 available.]]> http://seekingalpha.com/article/1306121/comments?source=feed#comment-16954071 16954071 Thu, 28 Mar 2013 17:04:12 -0400 http://seekingalpha.com/article/1210971/comments?source=feed#comment-15480131 15480131 Mon, 25 Feb 2013 12:19:43 -0500 http://seekingalpha.com/article/1210971/comments?source=feed#comment-15479721 15479721 Mon, 25 Feb 2013 12:13:48 -0500 http://seekingalpha.com/article/1210971/comments?source=feed#comment-15368911 15368911 Fri, 22 Feb 2013 11:01:26 -0500 http://seekingalpha.com/article/1210971/comments?source=feed#comment-15366721 15366721 Fri, 22 Feb 2013 10:24:34 -0500 http://seekingalpha.com/article/1073181/comments?source=feed#comment-13013311 13013311 Wed, 26 Dec 2012 22:40:15 -0500 http://seekingalpha.com/article/1073181/comments?source=feed#comment-12997121 12997121 Wed, 26 Dec 2012 13:17:28 -0500 http://seekingalpha.com/article/1073181/comments?source=feed#comment-12861491 12861491 Fri, 21 Dec 2012 10:56:50 -0500 http://seekingalpha.com/article/963891/comments?source=feed#comment-11106891 11106891 http://bit.ly/Uj56kU. Second, growing dividends by double digits over time demonstrates consistency of cash returns to shareholders by management. I actually prefer those firms that pay lower dividends but raise them faster than an old line firm that pays a very high yield, but with limited growth. On Wheatstone, yes it is a minority 13% interest, and most likely majority will rule. Kitimat is a true wild card at this point. I wanted to at least mention these LNG plays as it will be an area of big growth. Whether or not Apache can capitalize is still in question. But at the current valuation metric, Apache is very cheap.

For Jan Lessner, yes political risk in Argentina for Apache, but I believe there is less risk than Egypt, and revenue from Argentina for Apache is far less than the near 30% of cash flow Apache generates in Egypt.

Thanks....... TM]]> Wed, 31 Oct 2012 22:18:54 -0400 http://bit.ly/Uj56kU. Second, growing dividends by double digits over time demonstrates consistency of cash returns to shareholders by management. I actually prefer those firms that pay lower dividends but raise them faster than an old line firm that pays a very high yield, but with limited growth. On Wheatstone, yes it is a minority 13% interest, and most likely majority will rule. Kitimat is a true wild card at this point. I wanted to at least mention these LNG plays as it will be an area of big growth. Whether or not Apache can capitalize is still in question. But at the current valuation metric, Apache is very cheap.

For Jan Lessner, yes political risk in Argentina for Apache, but I believe there is less risk than Egypt, and revenue from Argentina for Apache is far less than the near 30% of cash flow Apache generates in Egypt.

Thanks....... TM]]> http://seekingalpha.com/article/951151/comments?source=feed#comment-10966901 10966901 Sat, 27 Oct 2012 13:00:39 -0400 http://seekingalpha.com/article/951151/comments?source=feed#comment-10930941 10930941 IXC), Vanguard Energy (VTE), and SPDR S&P International Health Care Sector (http://bit.ly/XtutoJ). You want exposure to international energy firms, so a combination of all three ETFs would accomplish this goal.]]> Fri, 26 Oct 2012 10:23:26 -0400 IXC), Vanguard Energy (VTE), and SPDR S&P International Health Care Sector (http://bit.ly/XtutoJ). You want exposure to international energy firms, so a combination of all three ETFs would accomplish this goal.]]> http://seekingalpha.com/article/951151/comments?source=feed#comment-10903771 10903771 Thu, 25 Oct 2012 15:59:52 -0400 http://seekingalpha.com/article/847421/comments?source=feed#comment-10891951 10891951 Thu, 25 Oct 2012 12:10:06 -0400 http://seekingalpha.com/article/859351/comments?source=feed#comment-9422261 9422261 Thu, 13 Sep 2012 16:56:03 -0400 http://seekingalpha.com/article/859351/comments?source=feed#comment-9343181 9343181 Tue, 11 Sep 2012 20:50:07 -0400 http://seekingalpha.com/article/859351/comments?source=feed#comment-9313331 9313331
Yes, I would be glad to provide regular updates to my favored economic indicators. Thanks for the feedback.

TM]]> Tue, 11 Sep 2012 09:39:19 -0400
Yes, I would be glad to provide regular updates to my favored economic indicators. Thanks for the feedback.

TM]]> http://seekingalpha.com/article/847421/comments?source=feed#comment-9128361 9128361
For gfinnegan98, yes Stryker is very popular with many doctors for their knee products. However, you can ask many other physicians and they would prefer Zimmer. Stryker is also a solid investment selection, however I prefer Zimmer as it trades at a lower valuation, has greater future dividend growth potential, and has a larger market share in both knees and hips than Stryker.

Thanks,
Tim]]> Wed, 05 Sep 2012 21:01:06 -0400
For gfinnegan98, yes Stryker is very popular with many doctors for their knee products. However, you can ask many other physicians and they would prefer Zimmer. Stryker is also a solid investment selection, however I prefer Zimmer as it trades at a lower valuation, has greater future dividend growth potential, and has a larger market share in both knees and hips than Stryker.

Thanks,
Tim]]> http://seekingalpha.com/article/843321/comments?source=feed#comment-9107031 9107031 Wed, 05 Sep 2012 10:23:40 -0400 http://seekingalpha.com/article/843321/comments?source=feed#comment-9075121 9075121 IXJ) or through regular active mutual funds like Vanguard Healthcare (VGHCX) or Hartford Healthcare (HGHAX). All three have international exposure to the healthcare sector, which I recommend.]]> Tue, 04 Sep 2012 11:22:00 -0400 IXJ) or through regular active mutual funds like Vanguard Healthcare (VGHCX) or Hartford Healthcare (HGHAX). All three have international exposure to the healthcare sector, which I recommend.]]>