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pilgprog

pilgprog
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  • It's Now Trading At $50, So Is There Any Oxygen Left In O? [View article]
    Long on O.

    Great study; very instructive and useful; you've helped a lot. Thanks.

    Last time O hit $50 they split the stock 2:1 (January 05 if I remember correctly). This time?
    May 1 08:05 AM | Likes Like |Link to Comment
  • 5 Key Factors I Look For In A REIT [View article]
    Helpful article, and the accompanying comments also. Instructive. I am long on O, HCN. My yield on O is 6.5% on my cost. As the price keeps going skyward I'll be wondering whether and when to take some profits ...

    I do have a comment regarding your article. I gather from looking at the monthly dividend data on Yahoo.Finance that you are showing the accumulated annual total of dividends per share that were paid out each year - as

    2012 $ 1.77, 2011 $ 1.74, 2010 $ 1.72, 2009 $ 1.71

    This does not of course reflect the 24% increase in dividends O made in January 2013, taking the indicated forward annual dividend rate from $1.82 in Dec 2012 to the current $2.17+/share.

    Also, regarding FFO, I find this data buried in the 10-K. Does anyone (Yahoo.Finance, M'star, etc) publish the FFO data in their regular summaries? Would be helpful.
    Apr 30 10:55 AM | Likes Like |Link to Comment
  • Williams Partners' Management Presents at Raymond James Institutional Investors Conference (Transcript) [View article]
    It would be nice to see the slides Mr. Chappell refers to in his talk. Are they coming?

    allen
    Mar 11 12:43 PM | Likes Like |Link to Comment
  • Review: Regional Banks With Good Dividends And Fine Prospects [View article]
    Interesting and useful review. Regarding PBCT - 94% payout ? Ability to sustain the dividend? I'd be interested in your fuller comments on these topics.
    Allen
    Dec 29 12:31 PM | Likes Like |Link to Comment
  • Why Sound Investors Should Consider My 'Bond-Proxy REIT' Picking Strategy [View article]
    Interesting study. I'm curious to know why you did not include HCN and HCP - both are excellent performing and yielding, and both have significant portions of their total revenues in the triple-net business model.

    allen
    Dec 18 10:15 AM | Likes Like |Link to Comment
  • Monitoring GE's 3.1% Dividend Yield And Changing Business Model [View article]
    Interesting and useful analysis.

    The tables would be easier to read without the grey shading (black type is partially lost on grey shading).

    thanks

    allen
    Dec 16 07:23 AM | 1 Like Like |Link to Comment
  • The Fiscal 'Cliff' Is A Speed Bump [View article]
    Never let a perfectly good crisis go to waste. Watch what the other hand is doing, folks. You'll be amazed at the stuff that will get slid by in the dark of night.
    Nov 20 01:37 PM | 1 Like Like |Link to Comment
  • Plains All American's Distribution Coverage Is Nice [View article]
    Interesting analysis, which I will refer to from time to time. Thanks.

    Incidentally, your article's title "PAA's Distribution Coverage is Nice" is what caught my eye. I read the article twice, and only found one reference to "distribution coverage" - namely "Its 8-year distribution coverage has been roughly 130%,". No discussion, no year-by-year data, no trend, no comparison to others such as MMP or KMP. Maybe it is implicit in the other data and I just don't understand the topic well enough to read it thusly.
    Nov 5 07:09 AM | Likes Like |Link to Comment
  • A Virtually Unknown Way To Play Resurgent Coal -- And So Much More [View article]
    Worth noting that ICL owns 50% of IDE (a leader in desalination). Delek owns the other half of IDE. Important player in the water business.
    Sep 19 09:30 AM | 1 Like Like |Link to Comment
  • A Closer Look At Plains All American Pipeline's Distributable Cash Flow As Of 1Q 2012 [View article]
    I'd like to add to my previous comment above. I've been going through the PAA financials, both as reported by Morningstar and as obtained from the PAA website, and I'm having trouble finding the data you site in the above analysis. For example, your table above, for the 12 months ending 3/31 shows an amount to be subtracted for maintenance cash expenditures of (130) as part of the calculation you show getting to the Sustainable DCF. I have not found this (130) figure yet in the Mstar data or in the PAA SEC reporting. I have no doubt that you have the figure correctly stated -- I just can't find it in the Company's data. Can you point me to where it is in the PAA reporting, or tell me how do you arrive at it?

    My basic question that arrises from this is simply this - looking down the road, I'd like to be able to do the kind of analysis you've presented, not only on PAA, but on others as well. And at this point I appear to be stymied, unable to find the source data.

    Your comments would be welcome.

    Allen
    Jun 4 02:30 PM | Likes Like |Link to Comment
  • A Closer Look At Plains All American Pipeline's Distributable Cash Flow As Of 1Q 2012 [View article]
    Thanks very much for doing these analyses. Very useful.

    Do you have one on APU, or if not would you consider doing one?

    I'm long on APU, ETP, MMP, PAA
    Jun 4 07:26 AM | Likes Like |Link to Comment
  • Dividend Growth Charts for 110 Quality Dividend Stocks [View article]
    I'd be interested in seeing the author's methodology in preparing these charts. (source of data, choices made in the Excel charting process - I assume Excel was used, if not what?).

    I agree that a visual image is a quick communicator.
    There must be is some compelling reason for putting 16 stocks on one chart - guess I'm missing it in the jumble.

    Regarding HCBK, the author states "the recent cuts by MO and HCBK are visible". To my knowledge, HCBK has not cut its dividend in the past 10 years - Yahoo Finance Dividend history table shows HCBK paying steadily increasing amounts in dividends from Nov 1999 through May 2009, and flat at 15 cents August 2009 to date. That is to say, no cuts.
    Nov 23 07:46 AM | 1 Like Like |Link to Comment
  • Abbott Labs: Strong Management, Balance Sheet, Growth and Dividends [View article]
    We hold a small amount and are disappointed that the stock price has gone nowhere this year. I don't agree that the Humira thing is long since baked into the price - the appeal of the 2b judgment is pending, and we still don't know whether ABT will be permitted to continue to sell this - if not, the numbers for ABT change drastically. Any idea when we'll know this?
    Nov 8 03:20 PM | 1 Like Like |Link to Comment
  • Unusually High Institutional Ownership Stocks [View article]
    MDT 80-85%. GILD 106% ; Most of the portfolios I follow (my own, and several others in public knowledge) are in the range of 15-30%. Buffet's (last I looked, in October of 05) was 20%.

    So, for the individual stockholder, what is the significance (and risk) of high institutional ownership?
    Oct 2 09:33 PM | Likes Like |Link to Comment
  • The Case for Medtronic: Low P/E, 2.7% Dividend Yield, Strong Dividend Growth [View article]
    Institutional ownership of MDT is about 80-85%, a little lower than we see on GILD. But I'm wondering if the two stocks are treated the same way by the institutions (mechanical trading?), leaving very little room for or safety for the individual investor. Any thoughts?
    Oct 2 09:12 PM | 1 Like Like |Link to Comment
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