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viperman

viperman
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  • Pepsi Has Increased Dividends For 42 Years, But Is It A Buy Right Now? [View article]
    Pepsi pre-announced a 15% dividend raise for 2014. That changes your analysis, no?

    Viperman
    Apr 19 05:22 PM | 2 Likes Like |Link to Comment
  • IBM's Latest Quarter In Charts [View article]
    I've got some of this stock. I like the shareholder friendly management. Hopefully, the execution problem is temporary. I own it mainly for diversity. It fulfills a need in my portfolio.

    It remains a blue chip, in my mind, and I don't tend to sell a blue chip because of one bad quarter, or bad year.

    Thanks for the article.

    Viperman
    Apr 17 06:54 PM | 6 Likes Like |Link to Comment
  • Western Union: Div Yield Tops 3%; Turnaround? [View article]
    Looks like Walmart is breaching that easy moat. Who is next in 2014? 2105?
    Apr 17 11:54 AM | 1 Like Like |Link to Comment
  • Meridian: A Great Dividend Find [View article]
    Yes, the payout ratio looks like it's over 80%. How is that a safe cushion? It also looks like the number of shares has increased significantly over the past 10 years. And the dividend has basically gone nowhere for the past 5 years. I also question the free cash flow cushion. I think I'll pass on this one. Yield chasing to me.

    Viperman
    Apr 10 11:39 AM | Likes Like |Link to Comment
  • Meridian: A Great Dividend Find [View article]
    Also, what is the payout ratio? Based on TTM, it looks like more than 80%.

    Viperman
    Apr 10 11:37 AM | Likes Like |Link to Comment
  • Meridian: A Great Dividend Find [View article]
    I'm not too excited about a stock with a P/E of 23. Plus, the company is a little concentrated in vaccines and the like. It's been on my "watch" list, but if the P/E were closer to 18, I'd be more excited.

    Viperman
    Apr 10 11:20 AM | Likes Like |Link to Comment
  • Is Tupperware Brands The Perfect Dividend Growth Stock For Retirement Portfolios? [View article]
    I am on the fence on TUP. One thing the numbers don't address is the direct sales /multilevel marketing method as a business model, as you indicated was a negative. After AVP's trouble, I'm a bit wary. There was one other multilevel marketing company that got into trouble lately, but he name escapes me at the moment. Anyway, AVP looked good -- until it didn't. It was also a female-oriented direct sales company.

    I don't know about TUP in that regard, but sometimes these companies have lots of sales people / representatives at the bottom who won't be there long and may not have received what was promised by the promoter. Everything could be on the up-and-up, but I can't verify that.

    Viperman
    Apr 4 02:55 PM | 1 Like Like |Link to Comment
  • Coke: Currently Offering A 3% Yield [View article]
    Everyone is scared of Coke. Scared of soda consumption. Scared of the demographics. Scared of health consequences.

    So, time to buy. Get greedy when everyone is fearful.

    Viperman
    Apr 3 07:52 PM | 13 Likes Like |Link to Comment
  • Mid-Year Target For The S&P 500 Of 1950 [View article]
    Neither you nor I nor anybody on the planet can predict where the S&P 500 will be a month from now, 6 months from now or a year from now. Somewhere within 8 percentage points either way is going to fit on the bell curve, but it's just that -- a bell curve. It's a bell curve today. It will be a bell curve next year, and 10 years from now.

    Viperman
    Apr 1 07:00 PM | 3 Likes Like |Link to Comment
  • My Income Portfolio Update: Investment Exchange [View article]
    I would have held IBM. CSCO has a higher dividend, but less of a track record. IBM has lots of future business at the ready. IBM's dividend growth and payout ratio are positives. CSCO's cash flow and business model is less predictable. And, of course, Buffett loves IBM.

    Well, you asked for feedback!

    Viperman
    Apr 1 04:29 PM | Likes Like |Link to Comment
  • Finding Alpha With Dividend Growth: The Stocks [View article]
    I am a dividend growth investor. However, the period from 1990 to present, and really from the late 1970's to present, has been highlighted by ever lower interest rates. Dividend paying stocks are, to some people and institutions, income alternatives to bonds. Therefore, as bond yields have been driven down over time, demand for dividend paying stocks have been driven up. Thus, they outperform the S&P 500.

    Would your analysis hold true in a rising interest rate environment? In a high interest rate environment?

    Viperman
    Mar 20 11:48 AM | 2 Likes Like |Link to Comment
  • Raytheon Company increases dividend by 10 percent [View article]

    Thanks, Board!

    Viperman
    Mar 19 06:43 PM | Likes Like |Link to Comment
  • Western Union: Div Yield Tops 3%; Turnaround? [View article]
    Colin -- Just one man's opinion over here. Try not to take all of this too seriously. I've got an opinion, there's a comment section here, so I type. We just see Western Union differently.

    Have a good one.

    Viperman
    Mar 7 10:58 AM | Likes Like |Link to Comment
  • Western Union: Div Yield Tops 3%; Turnaround? [View article]
    Colin - Today, that may be the case. Tomorrow, who knows? People in the 3rd world didn't have cell phones, either, until it happened. Or, McDonald's. The world is evolving. People advance. Western Union gives you dividends today. I"m interested in dividends 10 years down the road. Paypal or Apple or Google or some unknown entity will be breaching this Western Union moat soon. It's a matter of time.

    Viperman
    Mar 5 02:02 PM | Likes Like |Link to Comment
  • The $1 Million Perpetual Income Portfolio [View article]
    Much too risky of a portfolio for my taste. Lots of yield chasing here.

    Viperman
    Mar 5 08:53 AM | 10 Likes Like |Link to Comment
COMMENTS STATS
292 Comments
519 Likes