Jeremy Grantham on the Market's Outlook [View article]
Future earnings growth must start with revnues. Revenues are still declining with earnings growth coming from cost cutting. The problem with p/e valuations is that the denominator keeps dropping so we never get to the historical low p/e marking a MKT bottom. Ditto dividends. Quality of earnings becomes even more important now. Look for companies adding economic value. Those with high MG grades are doing so, but the grades are based on the previous reporting periods.
Campbell's Is a S(o)uper Buy - Barron's [View article]
$CPB has been around 44 or a sell since Nov '08 On Marketgraer.Com. The stock fell coincidentally with our down grade tomhold in Oct. Low payout ratio good yield in todays environment, trying to catch its 50 MA. Agree it's a tempting by in anticipation of low/modest earnings growth
Johnson & Johnson: A Solid Dividend Aristocrat [View article]
Agree, Although with a score of 63+ on MarketGrader.Com it is a weak buy, but the Profitability and Cash Flow are A & A- respectively assures us of good dividend coverage history. See our report on the URL tinyurl.com/c55t53
On Apr 27 11:40 AM dividendgrowthinvestor wrote:
> Writeup on JNJ is EXCELLENT and as a person who has achieved financial > independence through dividends this recommendation is GREAT
$ABT is certainly a safe Dividend payor. In MarketGrader. Com the Cash Flow is ranked A-. Look at our report here as published online by Barron's tinyurl.com/darpy7
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Latest | Highest ratedJeremy Grantham on the Market's Outlook [View article]
Campbell's Is a S(o)uper Buy - Barron's [View article]
Same-Store Sales: Drugstores, Supermarkets, Fast Food Weathering Recession [View article]
Same-Store Sales: Drugstores, Supermarkets, Fast Food Weathering Recession [View article]
Johnson & Johnson: A Solid Dividend Aristocrat [View article]
On Apr 27 11:40 AM dividendgrowthinvestor wrote:
> Writeup on JNJ is EXCELLENT and as a person who has achieved financial
> independence through dividends this recommendation is GREAT
Abbott Laboratories: Dividend Stock Analysis [View article]
Com the Cash Flow is ranked A-. Look at our report here as published online by Barron's tinyurl.com/darpy7