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bobwilbor

bobwilbor
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  • Nike awards $30M stock incentive to CEO [View news story]
    I say as the famous sports owner once stated..." The Coach Makes the Difference"

    As we all know a great CEO with a track record of building the largest and most successful company in the sports apparel arena, is key to the formula.
    Keep him happy and motivated and he will protect our investment and continue to use his magic to move the mountain.

    Pay him, I say...Just Do It!
    Jul 21, 2015. 07:46 PM | Likes Like |Link to Comment
  • 3 Reasons Nike May Have Run Too Far Too Fast [View article]
    Nike is the World's Largest Sports apparel of all time. I also agree with Gary J, that this web site stirs emotions in readers...but Like Disney, when you're the biggest in your sector worldwide, for solid reasons like great management, it's really bullet resistant from competition. am long Nike and happy.
    Jul 21, 2015. 07:30 PM | 1 Like Like |Link to Comment
  • Don't Get Caught Holding This 'Safe' Stock When The Fed Hikes Rates [View article]
    If you bought PG years ago and held it through the last couple tornados, I would hold the Dividend Aristocrat, cause you're playing with the houses money buy now, and your temperament is tolerant of 10 to 20+% pullbacks, which we will recover from in a few yrs. or less.

    But there will be a psychological fear-sell on a healthy % of most of these bond surrogates the afternoon Janet and the folks at the fed raise the rates for the first time in many years. I can feel the tension mounting more each week.

    I'm not in consumer staples right now. Because I want to get back in after "the sky falls" (as some of the contributors are saying), and I couldn't do that if I held them now.

    There is no doubt it is and will continue to be for a season, a stock pickers market and this kind of healthy banter solidifies my belief that we should sell high and buy low. I wish I had coined that one.

    Trying to time the market is not what I advise, but bond surrogate stocks with high p/e's need to be carefully examined now and in some cases action taken by certain types of investors. So on a good pullback, which we are overdue for, we'll have good re-entry points and plenty of cash to enter.
    Jun 14, 2015. 04:27 PM | 4 Likes Like |Link to Comment
  • 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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