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purpleboarder

purpleboarder
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  • Coca-Cola Seems To Be Becoming A Fixed Income Investment [View article]
    Well, 30-40 years of 8-10% dividend growth IS forever, for many investors. Good article, thanks...
    Apr 16 06:23 AM | Likes Like |Link to Comment
  • Connecting The Dots: The Iconic Coca-Cola Is A Sell At $38 [View article]
    Michael, thanks for the article; you can learn from articles you may not entirely agree with. My final point, is that KO is much more than coke/diet coke, or carbonated beverages sold in the US. You not only get a company making 500 products sold in 150+ countries, you also are buying a highy efficient network of distributors... Do you think InBev bought Budweiser because they think Bud tastes good? No, they bought it for the distribution. No other beverage company in the US (and maybe the world) can touch KO's distribution...
    Apr 5 03:46 PM | 2 Likes Like |Link to Comment
  • Connecting The Dots: The Iconic Coca-Cola Is A Sell At $38 [View article]
    The declines in volumes that you mention are for the US, right? IIRC, the US now only accounts for 20% of profits for KO. And we all know that KO has 500 products, diversified outside of the carbonated Coke, Diet Coke, etal, that you mention. I'm guessing that the growth potential of the carbonated beverage market in the BRIC countries will far outweigh the US declines in carbonated beverages.

    By your logic, would you have suggested an investor to avoid Philip Morris in the 1980s? Volumes were declining back then, but you'd get compounded annual growth around 17%...

    Bottom line: KO continues to grow profits at 7%, and dividend growth remains 8-10% (going back 30+ years). Anytime the dividend is at or over 3%, you buy. A proverbial long-term holder no-brainer.... CHAAAA-CHING! Cheers!
    Apr 4 11:24 AM | 2 Likes Like |Link to Comment
  • Coke: Currently Offering A 3% Yield [View article]
    There's a reason why Buffett holds KO for the long haul.... 8-10% annual dividend increases for the past 30+ years? As long as the P/E is at or below 20, sign me up, and back up the truck...
    Apr 3 07:39 PM | 4 Likes Like |Link to Comment
  • Procter & Gamble's Current Trend Needs To Change Soon [View article]
    I've been watching PG as a DGI investor recently, waiting to start a position once the P/E gets under 20..... Good article w/ lotsa info... I know organic growth in sales/profits is what we want, along w/ a lower payout ratio. Going from 40% to 62% doesn't look good. BUT...... I'm guessing that their strategy to ramp up stock purchasing efforts since 2006 tells me that 'money is cheap', and PG sees value in buying back its shares to offset the (hopefully) temporary dip in sales/profits. A company this large has that luxury to pull this off. I'm very new to analyzing a company when it comes to investing. Good write up of PG. Thanks...
    Mar 25 07:52 AM | Likes Like |Link to Comment
  • Is United Technologies A Buy? [View article]
    Aloomer, are the insider sales you mention, scheduled or not scheduled? There's a BIG difference. Every time I encounter a comment on SA questioning the 'insider sales', it's almost always a 'scheduled sale', and not that big a deal.
    Mar 23 01:38 PM | Likes Like |Link to Comment
  • A Little March Madness Perspective [View article]
    Good article with a great analogy... Thanks.
    Mar 22 10:24 AM | Likes Like |Link to Comment
  • Why Solazyme Believes Algae Milk Is The Next Big Thing [View article]
    Still waiting on some info on Chevron owning 52% of SZYM... (but not holding my breath)...
    Mar 17 12:28 PM | 2 Likes Like |Link to Comment
  • EU slaps travel bans on Russian, Crimean officials [View news story]
    567, Read Charles Krauthammer's last 2 articles. he's got some good suggestions...
    Mar 17 12:23 PM | 1 Like Like |Link to Comment
  • Why Solazyme Believes Algae Milk Is The Next Big Thing [View article]
    The 'sideshow into the food business' pays WAAAY more per ton than bio-fuel. Look it up. (or more specifically, Kevin's past articles). Food is the 'low lying fruit' that's worth more $$. Get that first, then worry about the lower-margin fuels.
    Mar 11 01:27 PM | 8 Likes Like |Link to Comment
  • Worried About Exxon Mobil? Are You Kidding Me? [View article]
    You do know that XOM roughly doubles its dividend payout every 10 years, right? So, the longer you hold, the more the YOC grows. The 'paltry' 2.8% yield becomes 5.6% in 10 years, assuming you buy and hold. And if history is to be observed, XOM may have the 'lowest dividend amongst its peers' (paraphrasing your words). WHY? Because as dividend payouts increase, guess what happens to share price as the dividend stays 'stagnant'? Yep, it grows. Yes, the added benefit of capital appreciation. You need to concentrate on earnings per share, and the dividend growth (or freeze) is my 'canary in the coalmine' for my dividend-paying stocks.

    Why can't anyone interested in dividend paying companies see this? Is your stance/article of XOM from a short-term investor's perspective? If so, and you get spooked by the occasional dip, then XOM may not be for you. For the long-term investor in dividend stocks, dividend growth is paramount. (Think increasing YOC). XOM has been doing this well for 30+ years, and will continue to do so...
    Mar 9 09:51 AM | 3 Likes Like |Link to Comment
  • Are Silver And Gold Ready For New Lows? [View article]
    Bogi, zzzz. Whatever. Maybe you didn't notice the word "SOME" in my statement of "SOME" level of reality. SOME level of manipulation exists. Am I 'brainwashed' in realizing this? That would be 'no'. Thanks for projecting... If you can't accept the fact that some level of manipulation exists, that's your problem. But how much manipulation translates into price movement is the argument nobody (gold bugs or bears) can win, because that's like trying to pick the flysiht out of the pepper.

    Full disclosure. I made some good $$ gettiing into, then scaling out of GLD/SLV, then SLW and SNDXF/SAND. I am not a gold bug, but still have some SLW (currently at a small loss)..

    So. If you think manipulation doesn't exist at all, I gotta unicorn I'll sell you for cheap.
    Mar 6 09:17 PM | 1 Like Like |Link to Comment
  • Are Silver And Gold Ready For New Lows? [View article]
    Omitting manipulation in this discussion means you are omitting some level of reality as well.....
    Mar 4 06:31 AM | 14 Likes Like |Link to Comment
  • Coca-Cola's 2014 Dividend Increase [View article]
    PTS, yes the dividend is small. But w/ the dividend growth of the last 10 years (or go back 2-3 more decades) of around 10% per year), you'll see that your dividend will double in about 7 years. For us long-term holders, that's around 6%. Hold it longer for a growing Yield on Cost. It's what Warren Buffett's been doing for quite some time now.
    Feb 20 02:34 PM | 1 Like Like |Link to Comment
  • Coca-Cola's 2014 Dividend Increase [View article]
    Stock_doc, Now would be the time to start a position in KO. You basically add to KO's position when the divvy gets to 3% or better. (or when the P/E dips below 19).. Of course these are opinions, but more often than not, these two 'triggers' are when KO offers the best price/value to buy. Oh, and if you buy now (or anytime before 2/26 or 2/27 (ex-dividend date), IIRC but not sure), you'll get the dividend pronto... Very happy about the 9% dividend increase announcement...
    Feb 20 02:31 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
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