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bobwilbor

bobwilbor
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  • What The Duracell Deal Says About Procter & Gamble's Valuation [View article]
    How will this transaction affect the free cash flow, and what's up with insider trading. Are the insiders buying up shares of P&G or are they selling? Do we see a better future for P&G. Should they consider a stock buyback right now, reducing the high P/E?
    Nov 13, 2014. 10:04 PM | Likes Like |Link to Comment
  • More on Procter & Gamble's Duracell deal [View news story]
    I don't know enough about the P & G leadership history and the all important culture . I guess I'll dig a little.

    I suspect Duracell created more of a management stretch and a business that the Giant was happy to trim it out. I feel that has a very strong team with bench strength and desire to take Duracell to the next level.

    Procter has increased dividends annually since 1957. I think they are a good value deal. I think they should share their vision for their future and their mission
    for the business.
    Nov 13, 2014. 09:47 PM | Likes Like |Link to Comment
  • Southern Company Is The Most Attractive High-Yield American Utilities Stock [View article]
    "ED" 58% payout ratio, 39 years of consecutive dividend increases, 4.49% div.,
    13.0 PE Ratio. all utilities are interest rate sensitive so when rates rise they loose their smile some. but this one is the king. NY City exclusive gas and electric.And you know the city slickers don't sit in the dark and build fires to heat those 15 million dollar condos.
    Their durability will likely outlive all of us writing these notes. I still prefer AT&T with a 5.4 dividend. and at least a chance at a little growth and only 29 years of consecutively increasing and paying the dividend.
    Sep 27, 2014. 12:54 PM | 2 Likes Like |Link to Comment
  • Investors pounce on 3 mortgage REITs going ex-dividend today - Annaly (NLY +1%), Capstead (CMO +1.9%), and AG Mortgage (MITT +2.8%) are all sharply higher, nearly making up in less than a session all of the value erased from their stock prices due to the dividend payment.  [View news story]
    BobW

    I noticed, as of late, a goodly number of controversial articles, relating to nly and issues the don't smell very good. We all know when we play high stakes (12-16% return) poker, we might do well to re-read the CEO's last line of his first quarter' s comments where he reminds use that There's no free lunch...and not sure how much or when that lunch will be paid for...but eventually ..it will be paid for.

    I like AGNC too...at least for now. I wonder a bit about NLY lately...and with much more smoke...I'll take my kindling to another fire.
    Jun 28, 2012. 11:47 PM | Likes Like |Link to Comment
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