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  • 12 Cheapest High Yields From The S&P 500 [View article]
    sid, T's trailing twelve month earnings are depressed by the known and quantified one-time charge for the failed acquisition of T-Mobile. T's P/E's based on this year and on the next twelve months are lower than those of VZ.

    It's really important that we look into the numbers.
    Mar 19, 2012. 10:26 PM | Likes Like |Link to Comment
  • 12 Cheapest High Yields From The S&P 500 [View article]
    The first two companies on this list (PBI and RRD) are tethered to the printed image technology of the last century. They may yield 8% today. However, their yield is driven by the market's recognition that their earnings are not sustainable.
    Mar 19, 2012. 09:35 AM | Likes Like |Link to Comment
  • The Benefits Of Fast Growing Beverage Makers Over Coca-Cola [View article]
    >>>Both Monster and SodaStream have earnings growth rates more than double that of the mega cap beverage makers, yet the two stocks trade at much lower multiples.<<<

    Quality stocks like KO will trade at premium values compared to unproven speculations notwithstanding growth rates based on wishful thinking.

    Long: KO, PEP
    Mar 19, 2012. 09:10 AM | Likes Like |Link to Comment
  • 5 Dividend Stocks With An Average Yield Of 4.8% For The Next 5 Years [View article]
    Notwithstanding S&P's rating, I swapped half of my NVS position for GSK. S&P's rationale is based on looming generic competition and strength (or lack thereof) of GSK's pipeline. These factors apply to all pharmaceuticals. Merrill Lynch has a buy on GSK and a sell on NVS for the same reasons. The fact is that all pure play pharmaceuticals are subject to the same uncertainties and no one knows which will have the most successful pipeline. Even though I own several pharma's, because I don't think I can pick THE winner in product development, I like the Europeans as they maintain some exposure to consumer products while the Americans are more to pure play R&D.

    Long: JNJ, GSK, MRK, NVS, PFE
    Mar 19, 2012. 09:01 AM | 1 Like Like |Link to Comment
  • The Best 8 Stocks For High Growth And Dividends [View article]
    Robert, there should be a place for all. There are two objectives for an income portfolio. First, is current income. Second, is inflation protection. I believe that there are enough stocks yielding between 2% and 3% that can contribute to both objectives. However, I also believe that stocks yielding in the 1% range are dividend stocks in name only because their yield is inadequate as a payment for waiting and their cumulative income will never catch up to anything with a reasonable current yield.

    BTW, I'll make it a point to read your article on Dividend Plateau companies.

    Mar 14, 2012. 09:34 AM | 2 Likes Like |Link to Comment
  • The Best 8 Stocks For High Growth And Dividends [View article]
    My question is whether stocks with very low yields are truly "Dividend Aristocrats" because they can increase dividends against a very low base? In the alternative, are stocks with high yields without increases every year to be shunned in favor of low yielding stocks with increases?
    Mar 12, 2012. 10:50 PM | 1 Like Like |Link to Comment
  • Dividend Monsters Hedge Funds Love The Most [View article]
    Ducky, I don't own both, but I believe in market basket investing. I prefer T to VZ because of higher yield/lower payout and stronger balance sheet. However, I also hold VOD (pure play wireless) and BCE (non $US).
    Mar 12, 2012. 09:08 AM | Likes Like |Link to Comment
  • Home Prices Will Not Improve Until Wages Improve [View article]
    The salient issue is that the USA has to become a place where the private sector wants to create jobs. Right now, if a business has a choice, it will expand almost anywhere else given all the known and unknown factors in play today.
    Mar 12, 2012. 08:58 AM | Likes Like |Link to Comment
  • AIG's Top Dividend Stocks: 3 To Buy, 2 Avoid [View article]
    If Frito-Lay were to be added to the name, why not Quaker Oats or Tropicana? I think all knowledgeable investors will look at brand portfolios when making evaluations.
    Mar 10, 2012. 11:53 AM | Likes Like |Link to Comment
  • Merck: Strong Pipeline For Dividend Growth [View article]
    I have been investing in pharmaceutical companies for the past 15 years. In doing so, I've learned two things. First, we are "betting" on the pipe lines for the growth aspect of our investment. Second, no one knows for sure which pipe line will be successful.

    I continue to invest in the sector because I like the high yields. However, I have given up on guessing which company will have the most lucrative R&D. I like JNJ because its diversification makes it less than half reliant on R&D. I used to like ABT for the same reason. I like the Europeans because they do not rely totally on R&D, but maintain exposure to consumer products. But my bottom line is that I will spread my bets around.

    Long: JNJ, GSK, MRK, NVS, PFE
    Mar 10, 2012. 09:48 AM | Likes Like |Link to Comment
  • Johnson & Johnson Is Not Worth The Risk [View article]
    The issues with JNJ are real, but can be overcome. However, to recommend LLY as the "safer" play is a mistake. JNJ is a diversified life sciences company operating in three markets: prescription drugs, devices and diagnostics, and pharmaceuticals. In a way, it is a mutual fund that diversifies its risk and uses revenues from each group to fund its product development.

    One cannot recommend LLY as a safer bet without exploring the aspect that it is totally dependent upon research for blockbuster drugs. What is the impact of patent expirations on LLY's ability to maintain its yield? What has LLY in its pipeline to replace its expiring patents? These factors must be explored if one is to present LLY or any other pure play pharma as an alternative to JNJ.

    Long: JNJ
    Mar 9, 2012. 02:26 PM | 3 Likes Like |Link to Comment
  • Walgreen: Attractive Dividend And Growth Opportunities [View article]
    Robert, yes. The situation has been corrected. Thank you for your support.

    Mar 9, 2012. 01:00 PM | 1 Like Like |Link to Comment
  • Walgreen: Attractive Dividend And Growth Opportunities [View article]
    With WMT, TGT, and most every supermarket selling prescription drugs, what is the relevance of WAG? The loss of the ESRX business give further impetus to the decline.
    Mar 7, 2012. 03:27 AM | Likes Like |Link to Comment
  • Total Is Attractive With An Enticing Dividend [View article]
    Then don't invest IRA funds in a stock subject to foreign withholding. Don't hold municipal bonds in an IRA. Maybe, even, don't invest IRA funds in stocks as you'll lose the favorable treatment accorded to dividends.
    Mar 5, 2012. 10:45 PM | Likes Like |Link to Comment
  • Top 5 U.S. Dividend Stocks For 2012 [View article]
    Are the factors that led to the earnings disappointment of a recurring or non-recurring nature?

    Long: T
    Jan 28, 2012. 10:54 PM | 1 Like Like |Link to Comment