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Momintn

Momintn
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  • Rogers Communications: Undervalued Canadian Large-Cap Cable Co. With 40% Upside [View article]
    The dividend has been corrected on TDA to $.38. However, it still appears that the dividend payment to US investors has gone down over the past 4 quarters.
    Mar 20, 2015. 01:19 PM | Likes Like |Link to Comment
  • Homebuilders are day's strongest performers after KB Home results [View news story]
    I didn't know people who went through foreclosure had a credit rating high enough to buy again. That is hard to believe.
    Mar 20, 2015. 01:15 PM | 2 Likes Like |Link to Comment
  • IBM's Only Potential Upside Catalyst [View article]
    Credit Suisse and UBS definitely need someone who wants to do business with them. Placed Under Review for Downgrade...
    http://bit.ly/1xmkZkF.mc_id=AM~WWFob29fRmlu...

    Almost every day we hear about a new customer or partner with IBM. Who wants to do business with Swiss banks?
    Mar 20, 2015. 11:39 AM | Likes Like |Link to Comment
  • IBM's Only Potential Upside Catalyst [View article]
    I have always been in favor of stock repurchases. But there has been so much negative press on this that I question why. I can think of no other company that has been criticized for stock repurchases. There is even an ETF that tracks stocks that repurchase their shares because those stocks outperform. What I think is that Credit Suisse and their Indian analysts needed to make their shorts work and this is how they used the media to sell off the stock. Credit Suisse is going bankrupt. Along with UBS, they hid wealth from having to pay taxes to governments all over the world, creating the greatest deficits in history. And they pumped things like the price of gold which did nothing to create jobs. So if I were IBM or any stockholder, I would never do business with a bank in Switzerland. Let's see how those banks do without IBM support. You think IBM doesn't have a moat? See how a bank does without IBM.
    Mar 20, 2015. 09:58 AM | 3 Likes Like |Link to Comment
  • Why Corning Is Poised To Beat The S&P 500 This Year [View article]
    I don't think analysts have realized that with the acquisition of Samsung Corning Precision Materials in 2014, Corning's revenue went up 29% and EPS went up 23% for 2014. Now Corning is buying Samsung's fiber optic business.
    http://for.tn/1Mp4xkP
    Fiber is big; both in fiber to the home (FTTH) and through out America, as well as globally. IBM uses Corning.
    Stadium Tech Report: Corning, IBM bringing fiber-based Wi-Fi and DAS to Texas A&M’s Kyle Field (DAS is another Corning product called Distributed Antenna Systems)
    http://bit.ly/1Mpb92L
    Another article "New Atlanta football stadium picks IBM as lead technology integrator"
    "IBM and AMBSE did announce that the stadium’s network will be fiber-based, and will probably use Corning as a fiber and Passive Optical Network (PON) technology provider, though that choice was not announced or confirmed. "
    http://bit.ly/199uMQi
    Mar 19, 2015. 03:41 PM | 4 Likes Like |Link to Comment
  • International Business Machines: A New Bond Market Ranking [View article]
    IBM has the world's largest middleware franchise which includes database software, systems management, and transaction management software. Middleware is what is between the operating system and applications.
    Mar 19, 2015. 02:44 PM | Likes Like |Link to Comment
  • International Business Machines: A New Bond Market Ranking [View article]
    Correcting my previous comment, IBM targets revenue from software to contribute to 50% of its profit by 2015.
    Mar 19, 2015. 12:04 PM | Likes Like |Link to Comment
  • International Business Machines: A New Bond Market Ranking [View article]
    IBM is becoming primarily a software company with a target of more than 50% of revenue coming from software.
    Mar 19, 2015. 11:30 AM | 1 Like Like |Link to Comment
  • More on General Mills' FQ3 [View news story]
    This is a safe stock for an investor to own. Collect the dividend. You aren't going to worry about this company as they can change products into whatever the consumer is buying. You can't go to the grocery store without buying at least one of their products. And the good news is that they sell twice as much in the USA as the rest of the world. The USA is strong and will be fine. The rest of the world may be their growth market in years ahead. Own the stocks that you know have little risk this year. And will pay you to wait.
    Mar 18, 2015. 11:37 AM | 2 Likes Like |Link to Comment
  • Rogers Communications: Undervalued Canadian Large-Cap Cable Co. With 40% Upside [View article]
    Shorting a dividend payer is risky. You have to make the dividend payments to the real investor.
    Mar 18, 2015. 10:04 AM | Likes Like |Link to Comment
  • What Wall Street Doesn't Want You To Know: The Foolishness Of Chasing The Most Popular Themes [View article]
    I don't believe any of these stocks pay dividends. Most large investors are older and want a dividend. My mom will hold stocks through thick and thin just because as she says "I am still getting a little something." I can't talk her into taking profits or losses. When a stock goes down, she says "It will go back up." Dividends are key for long-term investors. So is yield, which is the inverse of the P/E.
    Analysts are frequently wrong. So is the market when it comes to valuation. When an analyst upgrades a stock, I make sure it isn't just because the chart looks good. There has to be some good reasons going forward for the upgrade. Good charts can turn bad just on profit taking.
    Mar 18, 2015. 10:01 AM | 2 Likes Like |Link to Comment
  • Rogers Communications: Undervalued Canadian Large-Cap Cable Co. With 40% Upside [View article]
    They need to put Canadian on that page because it looks like USD to me.

    Here is what TDAmeritrade says Rogers paid on their site, which is USD. Note how the dividends paid to a US investor have gone down with the most recent dividend first.

    Dividends
    Event Description
    MAR
    11
    Rogers Communications Inc Ex-Dividend for RCI - 0.2952 Pay Date : April 1, 2015, Record Date : March 13, 2015
    DEC
    9
    Rogers Communications Inc Ex-Dividend for RCI - 0.3493 Pay Date : January 2, 2015, Record Date : December 11, 2014
    SEP
    10
    Rogers Communications Inc Ex-Dividend for RCI - 0.3827 Pay Date : October 1, 2014, Record Date : September 12, 2014
    JUN
    11
    Rogers Communications Inc Ex-Dividend for RCI - 0.3874 Pay Date : July 2, 2014, Record Date : June 13, 2014

    I think TDAmeritrade is wrong and you are correct, so I will email them.
    Mar 17, 2015. 07:02 PM | Likes Like |Link to Comment
  • Rogers Communications: Undervalued Canadian Large-Cap Cable Co. With 40% Upside [View article]
    Your cost basis doesn't change. It is only reduced by return of capital. And few companies do that. My cost basis is what I pay when I buy the stock. I took the last dividend paid times 4 divided by the price of the stock when I looked it up. 3.4% dividend yield is what I calculated.
    Mar 17, 2015. 03:28 PM | Likes Like |Link to Comment
  • Schwab Intelligent Portfolios: Intelligent Investing Or Marketing Hype? [View article]
    What have been the investment returns of Wealthfront and Betterment?
    Mar 17, 2015. 02:22 PM | 1 Like Like |Link to Comment
  • Some Implications Of The Dollar's Rise [View article]
    What is the reason for the strengthening dollar? If we know that, then we might be able to figure out the benefits. If more dollars are needed in the global supply at central banks, then print them or let IBM send them digitally. If people are moving their money here from other countries, then who are they and what do they plan to do with it? There has to be some good reasons other than traders.
    Mar 17, 2015. 02:04 PM | 1 Like Like |Link to Comment
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