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bluesmoke

bluesmoke
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  • As The Bernanke Era Comes To An End A New Global Paradigm Is Almost Certain But Few See It Coming [View instapost]
    Very insightful and refreshing article. Certainly gives one much to consider. Thanks.
    Sep 1 06:44 PM | Likes Like |Link to Comment
  • My Top Investment Priority: Buy IBM Stock [View article]
    I've held it for years with the plan of never selling. Glad to see Mr Buffett read my memo.
    Aug 29 07:20 PM | 4 Likes Like |Link to Comment
  • 9 Dividend Stocks Providing An Inflation Hedge With Increased Dividends [View article]
    I would be very watchful of EAT moving forward as their gross and net incomes for the last 2-3 years do not justify the roughly 21% average increase in dividend growth. The financials and debt levels raise numerous red flags. Only positive I see is a diminishing share count.
    Aug 24 01:18 PM | Likes Like |Link to Comment
  • Wells Fargo: A Great Value Investment [View article]
    Last week I started a small position as well. If it's good enough for Buffett, well, I'll at least dip my toe in the water.
    Aug 12 07:24 PM | 3 Likes Like |Link to Comment
  • The Long Case For Lindsay Corporation [View article]
    Excellent analysis. A truly "under the radar" gem in a growing industry. I have a tiny position with the intention of never selling. It would be nice if the dividend was a bit meatier given how low their debt is, but it's not a perfect world.
    Aug 8 09:19 AM | Likes Like |Link to Comment
  • Aflac Incorporated Dividend Stock Analysis [View article]
    I think this analysis may not be taking into consideration the following piece of info-

    "Aflac announced an expansion with Japan Post, the largest insurer in the world. Under the expanded alliance, Aflac's presence will grow from 1000 to 20,000 post office outlets in Japan. In those locations, customers will be able to purchase Aflac's cancer products. Seventy nine Kampo agencies, which [are] owned by Japan Post Holdings, will also offer Aflac products. Kampo has never offered Aflac products until now."

    Full article link on SA 8/4 by Chris Katje

    http://bit.ly/150Q7Rv
    Aug 5 02:55 PM | 1 Like Like |Link to Comment
  • Aflac Shares Still Undervalued With Game Changer Coming To Japan [View article]
    Insurance can be a very lucrative business, just ask Warren Buffett. Paying premiums in today's dollars with inflation adjusted dollars for claims (or not) years from now is a great business model. I completely agree with your assessment. And I wanted to mention how completely wrong I was, and how right you were on LGF. Well done.
    Aug 5 02:48 PM | 2 Likes Like |Link to Comment
  • How Conservative Investors Approach Big Tech [View article]
    Tim, I'm a huge believer in DG growth stocks and am an avid follower of all your writings. There are times when we deviate. The Wellington Fund VWELX is certainly in a class by itself. Problem is, I already own 5 out of 10 of their top 10 holdings. On the other hand, Fidelity Contrafund's 3 largest holdings are Google, Berkshire Hathaway-A and Apple. Three very expensive securities. However, those have been the top 3 holdings for years. Now the expense is higher (.74), but I suspect the return might be as well. Let me know.

    (Btw, I also recently picked up some aapl as it is a marvelous company with superior products.)
    Jul 30 07:44 PM | Likes Like |Link to Comment
  • Living In The Moment, Lessons Learned While Seeing Alaska [View instapost]
    Dave your story made my day.
    Jul 27 02:29 PM | Likes Like |Link to Comment
  • Don't Compromise Your Conviction For Dividends-A-Plenty [View article]
    Given how fragile the economy is, if and when interest rates rise it will be much further down the road and at a snail's pace. Realty Income has a stellar credit rating for capital accessibilty.You can't lump them into debt, as it's not even close to a high yield bond with the same coupon. With an enduring track record of rising dividends coupled with superior management and asset holdings, the potential income and capital appreciation of both the security and the underlying property should far outweigh any interest rate related financing adjustments and over time will leave bond type securities in the dust.
    Jul 26 12:23 PM | 2 Likes Like |Link to Comment
  • 10 Clean Energy Stocks For 2013: First Half Review [View article]
    I have owned HTM for several years. As with all ultra small caps it has been an extremely volatile security. Nonetheless, the business model appears capital intensive on the front end, fairly simple in execution, and so far management's approach has been prudent. If the recent financials are correct it doesn't require an analyst to get an idea of the potential of geothermal energy.
    Jul 25 10:04 AM | 4 Likes Like |Link to Comment
  • Pinetree Capital's Debt In Free Fall, Now Cheap [View article]
    This is one of those securities where there may indeed be an upside but the downside risk is just too steep. Be prepared to lose everything while the lawyers fight over any remaining crumbs.
    Jul 25 09:50 AM | Likes Like |Link to Comment
  • Why Microsoft Just Became A Compelling Investment Opportunity [View article]
    Couldn't agree more Tim. The latest 11% drop didn't scare me off. Nor do the constant MSFT bashers here on SA. At the end of the day the numbers stack up pretty well.
    Jul 22 11:04 AM | 1 Like Like |Link to Comment
  • A $200 Million Compressed Air Energy Storage Contract Boosts Dresser-Rand Group [View article]
    Thanks for the article Fitz. The concept is beautiful in its simplicity. Time to dig deeper into DRC. Happy Independence Day.
    Jul 2 07:22 PM | 1 Like Like |Link to Comment
  • Here's What Was Really Wrong With REITs, And Still Is [View article]
    Although your article is accurate, given the degree of the recent correction I suspect now is probably a good time to start a position in a diversified reit that has been properly researched.

    Regarding Realty Income specifically, when you factor in its legacy of dividend increases and huge portfolio, paired with good management, long term investors ( at a minimum 5+ years) who reinvest dividends will be hard pressed to find a better compounding machine.

    The key is patience.
    Jul 1 07:43 PM | Likes Like |Link to Comment
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