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scottzzz

scottzzz
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  • Sirius: The Next Apple Victim? [View article]
    I like Sirius as a service. It is not run all that well....it still has XM as a "separate" company it seems. I had to cancel an XM subscription and add a Sirius subscription just to use one of their particular devices. And I keep getting "come back to XM" offers. Like they have no idea all I did was change service within their company. But I can say, when I was in the wilderness of the Adirondacks, and there was no other electronic services (ie cell phones), I could still rock away with my Sirius.
    What they need is a good outback portable radio...one you can drop on a rock....
    As for Sirius as an investment...I have no idea.
    Oct 4 09:54 PM | 2 Likes Like |Link to Comment
  • Potash Corp: A Good Way To Take Advantage Of Industry Turmoil [View article]
    Why would the major shareholder in Uralkali destroy his own share price? Maybe to buy out the other shareholders on the cheap? These are Russian oligarchs involved here, who are already billionaires. Makes no matter if the market is disrupted and other shareholders decimated if HIS ends can be met. Once his acquisitions are done, he will reestablish the cartel...??
    Also, it is not wise to quote Potash's dividend yield as, I would think, a significant dividend cut is likely in the near future of Potash.....
    Good luck all!
    Aug 1 02:00 PM | 1 Like Like |Link to Comment
  • For A Healthier Portfolio - Look Here [View article]
    Just a comment on one of your featured stocks, Amgen: I "stumbled" into a position in Amgen a year or so ago because they bought out small biotech, Micromet, in which I had a purely speculative position. Since I liked the biologic platform Micromet had pioneered (and I guess Amgen liked it too), I rolled the position into Amgen.
    The point being, besides paying a nice and fast growing dividend, Amgen IS looking for new growth opportunities, like the Micromet purchase. It will be one of these small biotechs which will find the "cure for cancer", but the early investors in the tiny biotechs (like Micromet) will NOT be the ones to really financially benefit, but investors who have a holding in the larger company and have the financial resources to "push" the innovation to fruition.
    Jul 29 09:14 AM | Likes Like |Link to Comment
  • For A Healthier Portfolio - Look Here [View article]
    Just a comment on one of your featured stocks, Amgen: I "stumbled" into a position in Amgen a year or so ago because they bought out small biotech, Micromet, in which I had a purely speculative position. Since I liked the biologic platform Micromet had pioneered (and I guess Amgen liked it too), I rolled the position into Amgen.
    The point being, besides paying a nice and fast growing dividend, Amgen IS looking for new growth opportunities, like the Micromet purchase. It will be one of these small biotechs which will find the "cure for cancer", but the investors in the tiny biotechs (like Micromet) will NOT be the ones to really financially benefit, but investors who have a holding in the larger company who buys them out and have the financial resources to "push" the innovation to fruition.
    Jul 29 09:12 AM | 1 Like Like |Link to Comment
  • The Industrial Sector Offers A Lot Of Value, Dividend Growth And Income [View article]
    I finally got around to looking at some of the stocks you listed. I was VERY impressed with the free cash per share being generated by PH, ROK and SI. Fat indeed!
    Thanks for the stock ideas!
    Jul 18 02:31 PM | Likes Like |Link to Comment
  • 5 High-Dividend Stocks For Income Investors [View article]
    "Our royalty revenues have grown significantly over the last several years and we expect continued growth before the expiration of our Queen et al patents in December 2014."

    From PDL's website. No wonder the low P/E and high yield.....
    May 1 03:57 PM | Likes Like |Link to Comment
  • Apple's Cash Balances Approaching $150B [View article]
    As a general rule, when a company gets too much cash on hand, it burns a hole in management's pocket, and they make foolish, money losing acquisitions.
    We see that again and again and again. Why think Apple won't do the same?
    A dollar of dividends is IN the shareholders pocket. Give them the choice of reinvesting back into Apple is they so choose.
    And don't pull out the "tax" argument...lots of Apple shares are in non-taxed accounts and pension funds....
    Mar 6 01:40 PM | Likes Like |Link to Comment
  • KLA-Tencor: Premium Business, Dominant Market Share, But No Margin Of Safety [View article]
    They seem to be awash in cash (on hand $15/share !!, $3.73 free cash/yr before $1.60 div, modest debt), which would bode well for future double digit dividend increases and/or a special dividend. Plus, just considering what they do, they are probably smarter than the average Joe...
    Maybe a 12% discount rate might be a bit high for now? 2% could have a pretty big effect on your DCF valuation...

    Thanks for the article....
    Feb 26 02:25 PM | Likes Like |Link to Comment
  • BHP Billiton Dividend Stock Analysis [View article]
    I like to think of BHP as a natural resource ETF that is throwing off a 3% dividend. Yes, you have concentration owning one company, but BHP's mineral portfolio is fairly diversified. The last time I looked about 25% each in iron ore, coal, copper/other minerals and 25% petroleum.
    Fiat currency concerns have faded...for now....
    Feb 26 01:15 PM | 2 Likes Like |Link to Comment
  • Does Dividend Growth Rate Or Yield Vs. Historical Average Yield Indicate Value? [View article]
    Here's one for Mr. Shaw. All these years looking at Seeking Alpha, no one discusses the relationship of ROE and stock price. Theoretically, this should be the best indicator of stock price appreciation. It is the "financial" return shareholders SHOULD be getting on their equity.

    Take a whack at that one?
    Feb 15 02:44 PM | Likes Like |Link to Comment
  • Does Dividend Growth Rate Or Yield Vs. Historical Average Yield Indicate Value? [View article]
    I have always appreciated your in depth technical analysis. Not that I understand it all or can wade through it all. Having "gone stupid", my haven of last resort is that dividends paid in cash are in my pocket. And that's about it.


    Good luck all.
    Feb 15 02:37 PM | 3 Likes Like |Link to Comment
  • Isis Pharmaceuticals: A Compelling Long-Term Story [View article]
    Plus Isis has a partnership with another antisense biotech (I forget who, I sold their stock and kept the Isis) called Regulus Theraputics. If the antisense platform takes off, then the Regulus partnership could be significant.

    My understanding is the recent therapeutic breakthroughs for Isis has been due to development of workable nano-lipid delivery particles. Go Isis!
    Jan 30 01:35 PM | Likes Like |Link to Comment
  • Inflationary Targets Will Fail - World Stuck In Deflationary Super-Cycle [View article]
    Thanks for your thoughts. I pretty much agree that most everyone is broke (net worth wise). I try to invest in equities that throw off an immediate dividend and are in a business producing essentials...like oil, fertilizers, tobacco, transport natural gas and such. Even with a devalued currency, their selling prices will more or less keep pace. Yes, the margins will contract, but people NEED this stuff to exist, and so they will buy it, hopefully from the companies I have invested in.

    Good luck all!
    Jan 25 01:59 PM | Likes Like |Link to Comment
  • Norfolk Southern: Fundamental Stock Research Analysis [View article]
    I was is upstate NY (near Rochester) visiting my son and was startled to see a Norfolk Southern line. Railroad right-of-ways can only get more valuable. These right of ways are irreplaceable. And there is no better way to ship bulk goods overland. And NSC financial metrics are not half bad. And when they switch their engines to natural gas....all that diesel fuel cost will drop off the bottom line....
    Jan 23 02:52 PM | Likes Like |Link to Comment
  • Is There A Worm In The Apple? [View article]
    I previously did not own Apple, but did have it on my watch list. Monday when it was down another 3%, I did a quick calculation:
    75% of estimated 2013 earnings time a P/E of 12. Seems conservative. That gave me a price of 513. The current price was $502, so I filled my position. Seems safe enough long term for such a large component of the S&P500...

    Good luck all!
    Jan 16 02:24 PM | Likes Like |Link to Comment
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