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  • Big Pharma: A High Yield Contrarian Play  [View article]
    It's no contest to show a high growth rate on a low base.
    Apr 15, 2012. 08:19 PM | Likes Like |Link to Comment
  • Big Pharma: A High Yield Contrarian Play  [View article]
    Not if the owner is domiciled in the USA.
    Apr 15, 2012. 08:17 PM | Likes Like |Link to Comment
  • Less Is More In Dividend Growth Investing  [View article]
    Larry, how many manufacturers can tell the dominant retailers of this country to go pound salt on demands to reduce prices? How many manufacturers know that if their brands are not on any particular retailers shelf, that the consumer will shop elsewhere? Those are the companies in which I like to invest.
    Apr 14, 2012. 09:03 PM | 1 Like Like |Link to Comment
  • The Psychology Of Dividend Growth Investing: Defining Success  [View article]
    Dave, we are saying the same thing. Singles count in dividend investing, while, in and of themselves, they do not count in baseball. Home runs are for the investors seeking "the next big thing". I've had a few of those only to see them fizzle over the course of time (i.e., NOK).
    Apr 13, 2012. 10:41 PM | 1 Like Like |Link to Comment
  • AT&T: Lagging Sales, Debt Outweigh Profit Drivers  [View article]
    Look at the impact of the non-recurring charges related to the failed T-Mobil acquisition and normalize those calculations. You'll find that the "normal" numbers make sense.
    Apr 13, 2012. 10:33 PM | Likes Like |Link to Comment
  • Coca-Cola: Strong Gains In 2012  [View article]
    Dave, one of my biggest thrills, on my first visit to San Francisco was to cross a picket line at a restaurant. The ciopinno was quite good, but the experience of crossing a picket line was priceless.

    You are right, again, on those reusable shopping bags. I shudder to think of the bacterial contamination.

    Sheldon
    Apr 13, 2012. 10:29 PM | Likes Like |Link to Comment
  • 4 Dividend Stocks For Retirees And 1 To Avoid  [View article]
    Joe, thanks for the suggestion. I am already long BCE, T, and VOD as telecoms go. You are correct in that there are enough alternatives to tobacco.
    Apr 13, 2012. 10:15 PM | 1 Like Like |Link to Comment
  • The Psychology Of Dividend Growth Investing: Defining Success  [View article]
    These analogies may or may not be on point. In baseball, it takes three singles in an inning to produce a run. There is a greater chance of a home run than three singles in an inning. Dividend investors play for the singles.

    Bonds Bears scoring? Investors don't make money on bonds from appreciation. Any and every "gain" is transient and not sustainable in the long run. Bonds revert to face value as they approach maturity. That is a legal certainty. Bond investors look to YTW when buying bonds. YTW is the only reality in fixed income investing.
    Apr 12, 2012. 09:50 PM | 2 Likes Like |Link to Comment
  • An Opportunity To Pick Up This 6% Yielder On The Cheap  [View article]
    Bret, I would have agreed with you until the current President of the USA served in office. He promised a war on business in his campaign and he delivered on that promise. BTW, I do NOT see that as a good thing.
    Apr 12, 2012. 09:35 PM | 2 Likes Like |Link to Comment
  • Coca-Cola: Strong Gains In 2012  [View article]
    Dave:

    No wonder you left San Francisco! It gets me back to Milton Friedman telling Phil Donahue that Donahue was naive to think political ambition was nobler than economic ambition. Even though Obama has no background in economics, I don't think he is that dumb as to believe what he is saying. I believe he feels the way Louis XV felt when saying "Apres moi, le deluge."

    There is a double standard, however. We do have a new privileged class in this country. A recent survey showed that 12% of millionaires in this country are educators. That elite group is never taken to task as their unions support the Democratic party.

    Sheldon
    Apr 12, 2012. 09:27 PM | Likes Like |Link to Comment
  • Coca-Cola: Strong Gains In 2012  [View article]
    Dave, I wish I could give you two thumbs up instead of only one. There are many arguments in favor of a centrally planned and regulated society. I have only one against the government deciding what is right and what is wrong as well as what is fair and unfair. The history of the last 100 years has shown that central planning and determination of fairness has embittered the lives of the vast majority of people upon whom such systems were imposed.

    Sheldon
    Apr 12, 2012. 06:50 PM | Likes Like |Link to Comment
  • Coca-Cola: Strong Gains In 2012  [View article]
    Something to consider. I have not yet made it to Skype from a technological standpoint. However, right now, I have to get packed for a vacation and, if I don't, my wife will be all over me.
    Apr 11, 2012. 03:28 PM | Likes Like |Link to Comment
  • Less Is More In Dividend Growth Investing  [View article]
    A diversified portfolio should include multiple issues in multiple segments. Twelve stocks is too few to accomplish this. To think anyone can pick the winners based on information in the public (or private) domain with any consistency, I say "gimme a break!".

    Insofar as dumping PG because of current exigencies goes, gimme a break too. In this era dominated by retailers whose shelf space makes them franchisers to whom manufacturers must pay tribute, PG is the most dominant exception because their brands are the franchise.

    Long: PG
    Apr 11, 2012. 12:42 PM | 4 Likes Like |Link to Comment
  • Coca-Cola: Strong Gains In 2012  [View article]
    Dave:

    Either we're saying the same thing or arriving at the same conclusion from different directions. KO and PEP are not mirror images of one another. Were they, I would probably have only KO in that particular section of my market basket the same way that I have MCD as my only restaurant. Either way, thanks for the dialog.

    Sheldon
    Apr 11, 2012. 08:38 AM | Likes Like |Link to Comment
  • Coca-Cola: Strong Gains In 2012  [View article]
    Dave:

    I do not disagree. KO is a beverage company and, probably, a better beverage company than PEP. KO has had its missteps in beverages. One of the biggest mistakes was the reformulation to "New Coke," which tasted like a cheap imitation of Pepsi. KO failed in the coffee business (Butternut brand). KO failed to catch on, or caught on too late, that people wanted "whole orange juice" rather than reconstituted frozen concentrate (Minute Maid v. Tropicana). KO is not perfect; they do not have a direct wire to God.

    PEP is a diversified grocery products company. They have the capacity to develop and promote brands. They have an international capability. They, like GIS, were smart enough to get out of the restaurant business.

    KO and PEP, IMHO, are both viable investments. I hold both for diversification. I hold both because I invest in franchisers rather than franchisees. Both have brands that drive consumers into stores and those brands are strong enough that their not being on the shelves will cause consumers to shop elsewhere. There are few manufacturers today with that power. KO, PEP, JNJ, and PG are the strongest ones that come to mind right now. I avoid legacy brand companies. I just don't see why investors should have to chose.

    Sheldon
    Apr 10, 2012. 04:14 PM | Likes Like |Link to Comment
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