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poortorich

poortorich
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  • Dividends vs. Share Repurchases: Chubb, Costco, National Presto Show the Differences [View article]
    Good article.
    Being a good ceo and being a good investor require different skills.
    Share buy backs only make sense if
    1) i dont need company's dividends to pay my living expense
    2) the company's shares are undervalued
    3)the companys perfomance metrics are good (high roic, high roe etc)
    4)high degree of certainty that the company will be around to enjoy the benefits of a repurchase plan ( this also applies to dividend reinvesting and is an extrememly important point).
    5) the number of shares actually decrease by the same number bought.
    Nov 7 12:00 PM | 8 Likes Like |Link to Comment
  • Dr. Pepper Snapple: Getting Sweeter With Rising Dividend, Almost 3% Yield and Stock Buybacks [View article]
    Alex

    Welcome aboard!
    Oct 28 01:21 AM | Likes Like |Link to Comment
  • Hansen Natural Looks Ripe for a Takeover [View article]
    Alex
    Agreed. Hans is not a great buy right now. You may get more opportunities to buy later.
    But if you ever encounter a small company with explosive earnings growing potential, dont be afraid to buy at fair value. You only need a few of these to make your investing career. Unless you have quite of money to start with or you are using other people's money, it will take you much longer to reach your financial goals investing in something big like ko.
    Oct 25 02:37 PM | 1 Like Like |Link to Comment
  • Hansen Natural Looks Ripe for a Takeover [View article]
    I have two wishes for hans
    1) it does not get bought out just yet. It still has alot of room to grow
    2) when it does get bought out by ko, its an all stock transaction to minimize any taxes.

    Alex, sometimes for smaller outstandinv companies, you do need to pay a little more. I hate overpaying for companies, but if you believe in the long term prospects of a small company, you need to more flexible. Unfortunately, hans is not a small co anymore.
    Oct 25 01:56 PM | 1 Like Like |Link to Comment
  • Should We Invest in Dividend Stocks for the Long Term? [View article]
    The mistake i seen novice investors making is buying high yielding companies withouf regard to quality. Buying quality companies is extremely important. Thats how you can ensure your dividend is safe.
    Oct 25 10:43 AM | 4 Likes Like |Link to Comment
  • The Only Stocks I'd Own Right Now [View article]
    skyraider

    Neither Ko nor pep are great buys right now, especially KO. I would take the dividends from KO and Pep and look elsewhere...perhaps ABT or JNJ, which in my opinion are undervalued.
    If you want to be a little brave , i would look into HLF, TUP and NUS. I think all three of these would be attractive buyout targets. Look how alberto-culver got bought out buy unilever. There was talk of avon getting bought out also.
    Oct 22 06:19 PM | 1 Like Like |Link to Comment
  • 16 Dividend Stocks That Aren't Just a Passing Fad [View article]
    Small and mid caps can make a tremendous positive difference in ones portfolio. Take a look at TUP, NUS and HLF. I was lucky enough to catch HLF at 20. I recently caught TUP at 39 and NUS at 27.
    Oct 21 11:10 AM | 3 Likes Like |Link to Comment
  • 16 Dividend Stocks That Aren't Just a Passing Fad [View article]
    Cpa

    I agree totally.
    Oct 21 09:14 AM | 3 Likes Like |Link to Comment
  • 16 Dividend Stocks That Aren't Just a Passing Fad [View article]
    Archinvestor

    I remember the days when any stock associated with the internet went straight up. Brcm, jdsu, cmgi aol etc. But valuation is always the key.
    Oct 21 12:40 AM | 3 Likes Like |Link to Comment
  • 16 Dividend Stocks That Aren't Just a Passing Fad [View article]
    You need to make sure the companies you own will be around for a long time. That is the only way dividend investing will work. If your company goes belly up, what good is the dividend.
    Interesting news today. ABT increases earnings by 14% year over year but the stock price drops. Amazing. Perhaps the selloff is computer generated. In my opinion, ABT and JNJ are the best companies in the pharmeceutical industry. Annualized returns for the past 55 or so years have been 16-17%/year (dividend reinvested of course). That would have turned $10,000 ($90,000 dollars in todays money) into roughly 43,000,000.
    Oct 20 11:58 AM | 10 Likes Like |Link to Comment
  • Why Buy and Hold Will Always Be a Sound Investing Strategy [View article]
    Logical

    It depends on what the tax ramifications are. PE of 18 for a big cap is a bit on the high side. But if you look at the superstocks of the past 50 or so years, the ones that delivered 14-15%/year, their avg PEs were in some cases 20+.
    Oct 19 05:09 PM | 3 Likes Like |Link to Comment
  • Why Buy and Hold Will Always Be a Sound Investing Strategy [View article]
    Great article.

    Essentially you are saying
    1) buy outstanding companies
    2) don't overpay
    3) don't forget 1 and 2 (emphasis mine).
    Oct 19 03:37 PM | 9 Likes Like |Link to Comment
  • 6 Dividend Companies With Large Economic Moats [View article]
    I agree.
    About 20% of new money is devoted to small and midcap (dividends are not a huge factor). The rest is devoted to stable dividend paying cos. But i have to admit, small and mid caps are more fun and rewarding.
    Oct 15 11:03 AM | 2 Likes Like |Link to Comment
  • 6 Dividend Companies With Large Economic Moats [View article]
    User
    I disagree. I think dm has done a great job. If you would do some more research on railroad companies and have some foresight, you would see that they have a pretty big moat. Maybe thats why buffett bought some for himself.
    If you also carefully read dms comments, you will see that he has accumulated the knowledge to be a good investor and help others
    Oct 14 10:31 AM | 6 Likes Like |Link to Comment
  • 6 Dividend Companies With Large Economic Moats [View article]
    DM

    I've read several of your comments. You share many things with me in terms of how to invest.
    Oct 13 05:57 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
2,196 Comments
4,991 Likes