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lotsobuck

lotsobuck
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  • Rough Day for Master Limited Partnerships [View article]
    Eleminating the preferred taxation for MLPs is not in line with Obama's administration objectives. The reference (if any changes will be carried out) has always been for private equity and hedge funds. The pricing variations is the knee jerk reaction of these funds. A good opportunity for entry at individual level.
    May 4 09:36 AM | 8 Likes Like |Link to Comment
  • 34 Companies Expected to Raise Dividends in the Next 8 Weeks [View article]
    It is true, I was trying to make the conversation more exciting than watch paint dry. But that could be speculating.
    Apr 11 04:16 PM | 1 Like Like |Link to Comment
  • 34 Companies Expected to Raise Dividends in the Next 8 Weeks [View article]
    I would not be surprised to see GE and BMY increase
    Apr 11 10:47 AM | 1 Like Like |Link to Comment
  • J&J Bribe Charge Is No Surprise [View article]
    JNJ is not the first or last Big Pharma company that has been found guilty of bribing foreign officials. No biggy, but It is time to clean up house especially in manufacturing. Of course the big question is Weldon the right person to do the job? Is the board going to cut his compensation as a result of the string of bad news? Seeing the board do the right thing would make me more comfortable about the foundation of the company and continue holding the stock.
    Apr 10 04:46 PM | 1 Like Like |Link to Comment
  • No Retirement for Johnson & Johnson CEO - Yet [View article]
    Taken care of my vote too. Maybe it will make a difference this time
    Mar 28 03:47 PM | 1 Like Like |Link to Comment
  • No Retirement for Johnson & Johnson CEO - Yet [View article]
    100% in agreement. When is the last time Weldon has gone on the floor of a plant or visited a pharmacy or spoken with the hands-on J&J management to understand what needs to be done? As long Big Pharma Executives will stay in the corner office shielded by the board and counting their bonus, no change will take plus and it will be a slow but unavoidable deterioration of the business.
    Mar 22 01:57 PM | 3 Likes Like |Link to Comment
  • Enterprise Product Partners: Expanded Distribution, High Dividends [View article]
    They should achieve some cost-efficiencies on operations and since the offer would be even (a share of EDP for one of DEP) they would also save on distribution, but I do not see it as a big deal.
    Feb 23 02:22 PM | Likes Like |Link to Comment
  • Enterprise Product Partners: Expanded Distribution, High Dividends [View article]
    EPD just acquired DEP. Any comments on the synergies?
    Feb 23 11:29 AM | Likes Like |Link to Comment
  • Enterprise Product Partners: Expanded Distribution, High Dividends [View article]
    I have owned EPD for a long time and it has been very rewarding. Looking at the future I believe that EPD is one the MLPs best positioned to be a leader in gas/energy processing and transportation. However the brightness of the future of EPD may depend by the acceptance of gas as a better source of energy and the policies and structural investments that will be put in place over the next years. Any comments on this topic?
    Feb 20 11:19 AM | 3 Likes Like |Link to Comment
  • 14 Stocks Raising Dividends Like Clockwork [View article]
    That is a good point and since i am not an activist, I have also voted with my feet. At this point of all the aristocrats I used to own I only have JNJ although it is on my "boot" list. As I am in a rotation mood - I believe that it is time to become more selective with MLPs - I would like to know which companies/boards you trust (at least relatively) and pay good dividends.
    Feb 11 07:06 PM | 4 Likes Like |Link to Comment
  • 14 Stocks Raising Dividends Like Clockwork [View article]
    I tend to agree with the oil man. I have owned J&J and other dividend aristocrats together with MLPs and REITs for many years. The latter investments win over the aristocrats hands down. The difference between the investments is that the "aristocrat" companies do not have to return profits to the shareholders under the form of dividends or distribution. As a result the executives of these companies tend to use the earnings for compensation and other expenses and investments that do not benefit the shareholders. See GS, JNJ, PG, BAC, etc.
    Feb 10 01:24 PM | 3 Likes Like |Link to Comment
  • A Virtual Dividend Portfolio That Makes 10% a Year [View article]
    Talking about safe investments, I lost more money on BAC than any other investment I ever made. If NLY or CIM were to lose the same amount of value as BAC did, and that would happen only in a drastic reduction of the spread, I would still end up ahead and with 90% of whatever revenue they generate. So the concept of safety on Wall Street is relative. Do you really think that you would be safer with Blankfein or Weldon or Pandit?
    Jan 28 08:47 AM | 3 Likes Like |Link to Comment
  • A Virtual Dividend Portfolio That Makes 10% a Year [View article]
    REITs, MLPs and BDs pay high dividends because they have to in order to qualify for their status. There are bad and good companies and TCAP, CIM and many of the MLPs (i.e. EPD, ETP, etc.) have been very good investments in my experience and particularly over the last two years.
    I am sure that if IBM, GE, INTC, JNJ and MSFT had to pay 90% of their profits to their shareholders their yields would be much higher than their current puny 1-3%. Unfortunately the shareholders have let the executives of these companies get away with the bag of money and irresponsible decisions. Ponzi schemes do not always look like the Madoff's.
    Jan 25 12:20 PM | 9 Likes Like |Link to Comment
  • Why Cash-Rich U.S. Companies Should Raise Dividend Payments Now [View article]
    Time to change the music and as a stockholder you can help with your vote and stock selection.
    Nov 30 01:53 PM | Likes Like |Link to Comment
  • Why Cash-Rich U.S. Companies Should Raise Dividend Payments Now [View article]
    Boards and stockholders need to do more to communicate and set appropriate internal standards for allocation of cash to payment of dividend. How about setting policies limiting executive compensation increases to the increase in dividend payouts?
    Nov 29 10:32 AM | 8 Likes Like |Link to Comment
COMMENTS STATS
158 Comments
244 Likes