Is Pepsi's Valuation Getting Stretched? [View article]
The projections compiled on Fidelity's web site put growth ahead at PEP over that of GIS, K, and KRFT. I see those players as PEP's competing investments.
I believe in market basket investing. PEP is a key player in my food basket.
How Investing For The Long Term Helps Reduce Market Risk [View article]
Robert, I am always amazed by the wealth the accrues to people who make these protests about social injustice. There was a time when poor people entertained rich people . Now it's rich people who entertain poor people.
How Investing For The Long Term Helps Reduce Market Risk [View article]
Dave, I hated to see that the bullies prevail in the end of the story.
Look at the bright side. In studying liberal arts you had so many girls to meet. In my major, there were about seventy-nine males to the one female. This was probably a good thing for me. I had fewer visual distractions.
Now, I seldom go to movies. The theme of class warfare seems to pervade them. I can't help but wonder why, in Titanic, there were only first and third class passengers. There were just as many second class people on the ship. Wow, talk of digression!
Dividend Growth Investing And The Importance Of Diversification [View article]
A "smart portfolio" ties in with my comment regarding Bayesian theory. We can determine, with reasonable assurance, which kinds of companies are more likely to reduce dividends or default on debt.
Dividend Growth Investing And The Importance Of Diversification [View article]
Investing, unless one is using ETF's or index funds, goes beyond random sampling. It is more akin to Bayesian theory that uses a knowledge of prior distributions of events to predict the outcome of a new distribution.
For example, if we believe (as I do) that companies with weak balance sheets are riskier than those with strong balance sheets, we avoid companies with weak balance sheets. I am or have been invested in CL, KMB, and PG. I have reduced my risk by avoiding CLX because of its weak balance sheet.
4 Places To Find The Dividend Machines [View article]
sweeps, they are borrowing the money to do it. In the last year, VGR took on an additional $233 million of debt that financed dividends of $137 million. The company has no equity on its balance sheet.
Dividend Growth Investing And The Importance Of Diversification [View article]
X, I'll share my thoughts if you and richjoy don't mind. In this life (investing and otherwise), we deal with data that is persuasive rather than convincing. If we look at stocks alone, we do not know anything for sure.
However, if we look to other evidence, we may make certain decisions. In looking at staples v. cyclicals, it is a safe assumption that the economically sensitive are at a greater risk. Therefore, as a retiree, I'll go with KMB rather than NUE for safety. Compare JNJ and PFE. JNJ is a diversified life sciences company: Medical devices & diagnostic, prescriptions drugs, and consumer products. PFE is a research driven, pure-play pharmaceutical. I own both, but with a much higher stake in JNJ, because the persuasive evidence says that JNJ is lower risk because of its diversification.
4 Places To Find The Dividend Machines [View article]
berloe, there is nothing in the ten commandments prohibiting killing. The prohibition is against murder. Self-defense is allowed. I would have been perfectly satisfied seeing Osama Bin Laden given cigarettes until he died of cancer or emphysema.
Is Pepsi's Valuation Getting Stretched? [View article]
I believe in market basket investing. PEP is a key player in my food basket.
Long: CAG, GIS, PEP
How Investing For The Long Term Helps Reduce Market Risk [View article]
Sheldon
How Investing For The Long Term Helps Reduce Market Risk [View article]
Look at the bright side. In studying liberal arts you had so many girls to meet. In my major, there were about seventy-nine males to the one female. This was probably a good thing for me. I had fewer visual distractions.
Now, I seldom go to movies. The theme of class warfare seems to pervade them. I can't help but wonder why, in Titanic, there were only first and third class passengers. There were just as many second class people on the ship. Wow, talk of digression!
A Flight To Safety Or Crash And Burn? [View article]
How Investing For The Long Term Helps Reduce Market Risk [View article]
Sheldon
How Investing For The Long Term Helps Reduce Market Risk [View article]
Dividend Growth Investing And The Importance Of Diversification [View article]
Dividend Growth Investing And The Importance Of Diversification [View article]
For example, if we believe (as I do) that companies with weak balance sheets are riskier than those with strong balance sheets, we avoid companies with weak balance sheets. I am or have been invested in CL, KMB, and PG. I have reduced my risk by avoiding CLX because of its weak balance sheet.
Don't Expect Much More From Utilities [View article]
4 Places To Find The Dividend Machines [View article]
Not All Dividend Increases Are The Same: 2 Dividend Trends That Can Make A Difference [View article]
Not All Dividend Increases Are The Same: 2 Dividend Trends That Can Make A Difference [View article]
Long: PEP
Dividend Growth Investing And The Importance Of Diversification [View article]
However, if we look to other evidence, we may make certain decisions. In looking at staples v. cyclicals, it is a safe assumption that the economically sensitive are at a greater risk. Therefore, as a retiree, I'll go with KMB rather than NUE for safety. Compare JNJ and PFE. JNJ is a diversified life sciences company: Medical devices & diagnostic, prescriptions drugs, and consumer products. PFE is a research driven, pure-play pharmaceutical. I own both, but with a much higher stake in JNJ, because the persuasive evidence says that JNJ is lower risk because of its diversification.
4 Places To Find The Dividend Machines [View article]
Not All Dividend Increases Are The Same: 2 Dividend Trends That Can Make A Difference [View article]
HY/LG: ETP, TOT, RDSB, GSK, BCE, T, EPD
MY/MG: PG, MCD, JNJ, CVX, GIS, PAA, KO, PEP
LY/HG: BA, HON, MDT, UTX, MMM, WMT
Just a sampling of the holdings in my portfolio. The bulk of my portfolio is concentrated in MY/MG.