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bluesmoke

bluesmoke
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  • 6 Dividend Stocks To Add As Cornerstones [View article]
    Thanks for the article. I took a look at ED and not sure I'm with you on that one. If I did it right, the dividend payout ratio is 80% of net income. (DPS/EPS). Their last year's revenue fell, their share count has been increasing, and the debt load is quite high. I can see why it's popular, but going forward it just seems like there might be more risk than is warranted for "cornerstone" billing.
    Mar 23 09:24 AM | 5 Likes Like |Link to Comment
  • Chubb Corporation: 13.6% Dividend Hike Marks 32 Consecutive Years Of Increases [View article]
    Excellent article. Agree completely. Thanks for the in-depth as some facts I didn't know. Found CB by analyzing top 5 holdings of the Fidelity Select Insurance fund and came to the same conclusion. I'm fine with a depressed price as it buys more in my drip.
    Mar 21 06:05 PM | 2 Likes Like |Link to Comment
  • Mattel Hits Home Run With Acquisition Of Mega Bloks Parent Company [View article]
    Certainly worth watching. Thanks for putting it on my radar. And nice call on Taser. I didn't pull the trigger but should have!
    Mar 1 01:14 PM | Likes Like |Link to Comment
  • The Yuan Is Becoming The New Currency Of Choice [View article]
    Excellent & timely. I've started building what will most likely be a long term position in DSUM. The only thing that would change my accumulation would be the USA's real effort to reduce the 16T in debt.
    Feb 26 10:26 AM | Likes Like |Link to Comment
  • Whose Dividends Looks Best: Coca-Cola, PepsiCo, Or Dr. Pepper Snapple? [View article]
    Excellent review. Thanks.
    Feb 25 03:17 PM | 1 Like Like |Link to Comment
  • Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q4 2013 Update [View article]
    Thanks for the update. Very helpful.
    Feb 15 08:23 AM | 5 Likes Like |Link to Comment
  • PepsiCo Dividend: Refreshing The Investor World [View article]
    With such a strong stable of brands, paired with the ability to sell them worldwide PEP certainly looks like a decent investment. Any comment on a price to book of 4.65? Seems awfully high.

    Thanks for the article.
    Feb 15 07:56 AM | Likes Like |Link to Comment
  • Selecting The Best Gold Investments [View article]
    I would be very careful with GLD. The prospectus presents troubling questions if push comes to shove, but for traders I suppose its ok. Same for most gold stocks. Mining is a terrible business model. Just some of the problems include huge overhead, fluctuating spot price, fuel costs and actual recovery. It's not unheard of where a country just nationalizes the asset and you're history.

    If you want to invest in gold, or precious metals for the long term, the only stocks I suggest you look at would be Royal Gold RGLD Silver Wheaton SLW Central Gold Trust GTU Central Fund Of Canada (above) and Gabelli National Resource Trust GGN.

    The first two pay royalties with a dividend quarterly, and the next two actually hold the physical metal, audit once a year and are in Canada. The last one is a closed end fund that pays a monthly option-generated income. I believe it is currently trading at a discount to NAV which is unusual.

    Finally, I would limit your total allocation to no more than 5-10%.

    Good luck.
    Feb 7 06:47 PM | 2 Likes Like |Link to Comment
  • George Magnus: We Should Take The Emerging Markets Volatility Seriously [View article]
    Welcome back and thanks for the perspective.
    Feb 5 12:18 PM | 1 Like Like |Link to Comment
  • PowerShares Chinese Yuan Dim Sum Bond Portfolio: Risky, But May Be Worth A Bite [View article]
    Thanks for this very informative article. I recently started a position in DSUM based on all the reasons you mentioned: the ability to participate in the growth of the region, the appreciation potential of the currency, a low expense ratio where the asset class is more stable than stocks, the coupon is comparable to many western bonds, plus the added benefits are the diversification and monthly income. Just one question-why do you think the NAV dropped at the June 2011 IPO from $27 down to $22?
    Feb 3 06:32 PM | Likes Like |Link to Comment
  • BDC Stats 1-31-14 [View instapost]
    Thanks for the meticulous work. Perhaps in the future you could simply upload a screenprint of your spreadsheets.
    Feb 1 06:37 PM | Likes Like |Link to Comment
  • Pengrowth Should Reward Patient Money [View article]
    Thanks for the article. I've been reinvesting dividends in PGH for several years now. Even with the drop in share price, the drop in natural gas prices, the drop in the monthly dividend amount and the indecision regarding Keystone, as far as I can tell very good things could develop for those who are thinking long term.
    Jan 25 08:23 AM | 2 Likes Like |Link to Comment
  • The Natural Gas Storage Glut Is Over [View article]
    Fitz thanks for the update. Given the "polar vortex", I was a little surprised to see ng prices stay well below $5. Time will tell. Like your recommendations for the long haul.
    Jan 15 04:37 PM | 1 Like Like |Link to Comment
  • 2014 Outlook: Enter Volatility [View article]
    2013 certainly was a head-scratcher. I'm positioned for more of the same, when nothing seems to make real sense, with diversification in value, defensive growth and cash. May volatility be your friend.
    Jan 5 06:52 PM | Likes Like |Link to Comment
  • A Strategic Shift In My Dividend Portfolio [View article]
    Don't forget the Fed is still printing 80 or so billion dollars a month. When the printing presses stop there's a chance we'll all be singing a very different tune.
    Dec 26 02:32 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
781 Comments
1,398 Likes