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bluesmoke

bluesmoke
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  • A. O. Smith: Look For The Dividend To Double By 2020 [View article]
    great review. thanks.
    Apr 29, 2015. 05:54 PM | Likes Like |Link to Comment
  • A.O. Smith: Still Flourishing 140 Years Later [View article]
    Great article, great company. I saw one of their early products on a "pickers" show; an attachable motor for a bicycle, the Smith Motor Wheel. see link. They certainly know how to innovate.

    http://bit.ly/18Iqyyk
    Feb 2, 2015. 05:31 PM | Likes Like |Link to Comment
  • Diageo At The 3% Dividend Sweet Spot [View article]
    Totally agree. Excellent stable of brands. As a former bartender who poured his share of call liquors, premium alcohol sells big time. Hold in my IRA. Thanks for the review.
    Dec 24, 2014. 05:54 PM | 2 Likes Like |Link to Comment
  • See Why Medtronic Stock Is Surging Today [View article]
    Great company, probably hold for life.
    Nov 18, 2014. 01:48 PM | Likes Like |Link to Comment
  • Spectra Energy: Marcellus Footprint Makes This A Compelling Dividend Growth Stock [View article]
    Completely agree. Held for a couple years. Thanks for the article.
    Nov 18, 2014. 01:45 PM | 2 Likes Like |Link to Comment
  • Becton, Dickinson: Let's Do A Check-Up On Its Fiscal 2014 Earnings [View article]
    Great review, thanks.
    Nov 11, 2014. 12:56 PM | Likes Like |Link to Comment
  • Does Prospect Capital's Spin Off Provide Increased Value? [View instapost]
    Good review. Thanks.
    Nov 8, 2014. 05:32 PM | 3 Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Cummins Inc. [View article]
    The company is now building natural gas engines for trucks. Certainly something to consider.
    Nov 7, 2014. 09:20 AM | Likes Like |Link to Comment
  • Thoughts On Cable And Satellite Going A La Carte [View article]
    I honestly think this is exactly what Steve Jobs was thinking. He saw the writing on the wall. After his success completely reinventing the distribution model in the music business, he had set his sights on the tv/cable/film industry. Unfortunately, there were too many moving parts and he just ran out of time.
    Oct 27, 2014. 01:33 PM | 3 Likes Like |Link to Comment
  • Chubb's Q3 Results: Still Undervalued, Still Growing, & A Catalyst [View article]
    Love the Chubb.
    Oct 24, 2014. 06:49 PM | Likes Like |Link to Comment
  • Update: Lindsay's 2014 Results Expose Weakness [View article]
    Interesting but a bit narrow in focus. As you noted the stock price has been stuck. But these are where the bargains may lie. According to the last annual report,

    "International operations continued to be an important part of our growth strategy and management focus; international irrigation equipment sales increased to $240.3 million, up 41 percent over $169.9 million in fiscal 2012."

    So yes, this year Russia and Iraq are problems but governments with large populations need water to eat. My take is their long-term int'l growth is where the real money is going to be made. And water management is a major part of the equation.
    Oct 12, 2014. 03:43 PM | Likes Like |Link to Comment
  • Why UnitedHealth Stock Is A Good Investment Opportunity [View article]
    Totally agree. Thanks.
    Oct 7, 2014. 09:05 AM | Likes Like |Link to Comment
  • Elbit Systems: Finally, A Cheap Stock With High Growth [View article]
    Hey Tim, I've always appreciated your insights. Not sure about this one but took your advice on BAC and it's done quite well. Thanks!
    Oct 1, 2014. 02:14 PM | Likes Like |Link to Comment
  • Banks, Credit Card Companies Could Ensure Apple Pay Becomes A Dominant Platform [View article]
    I'm surprised you didn't emphasize the transaction fees. This from Apple Insider-

    "...banks are offering Apple transaction fees lower than what is normally charged for credit card processing. These rates are not only lower than so-called "card not present" fees assigned to touch-less systems, but also traditional "card present" fees."

    And...

    "In addition, The Times says credit card networks will not assume any additional cost in partnering with Apple, though analysts speculate Apple Pay may drive down interest rates. A large portion of credit card network fees go toward preventing fraud, but those expenses may drop once Apple Pay and Touch ID roll out, the report says."

    Full article here-
    http://bit.ly/1rjaedt
    Sep 22, 2014. 06:55 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: How Will Rising Interest Rates Affect Dividend Growth Investors? [View article]
    Agree with everything except floating rate funds. They're more volatile than you think. JRO nav has dropped over 8% in the last two or three weeks.
    Sep 14, 2014. 02:56 PM | Likes Like |Link to Comment
COMMENTS STATS
796 Comments
1,406 Likes