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cpa28761

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  • 2 Global Income Stocks To Hedge Against The Dollar [View article]
    I believe there is a tax treaty between Switzerland and the USA limiting withholding to 15%. I no longer hold NVS, but when I did (about two years ago), withholding was 15%. I was and am with Fidelity.

    http://bit.ly/1h9ePIZ
    Oct 23 03:21 PM | Likes Like |Link to Comment
  • The Sweeter Stock: PepsiCo Or Coca-Cola? [View article]
    I believe that PEP distributes the bottled iced tea product under license from UL/UN.

    Long: PEP
    Oct 23 03:13 PM | Likes Like |Link to Comment
  • AT&T Dividend Safety Analysis [View article]
    Thanks, Rich.

    Sheldon
    Oct 19 09:14 AM | Likes Like |Link to Comment
  • United Technologies: A Strong Defense Pick [View article]
    UTX is at 15.3X next year earnings with a PEG of 1.42. S&P earnings and dividend rank of A+. Not too bad. I would still diversify with HON.

    When you suspect overvaluation, I ask "compared to what?"
    Oct 16 11:25 PM | Likes Like |Link to Comment
  • Is Baxter International Oversold? Should Dividend Investors Be Taking Notice? [View article]
    No single metric tells everything or (perhaps) anything. Using FCF as a denominator could give a distorted picture of some companies. CVX and PBI are two such examples.

    Long: CVX
    Oct 11 09:44 AM | Likes Like |Link to Comment
  • Pepsi: Why Not To Buy This Overvalued Soft Drink Maker (Or Coca-Cola) [View article]
    DPS is little, if anything, more than a collection of legacy brands that mean nothing to consumers under 50. The brands are regional, for the most part, and the company does not have the critical mass to promote them on a national basis. Sprite is an imitation of 7-Up that outsells 7-Up due to KO's marketing muscle.

    Long: KO and PEP
    Oct 6 08:21 PM | Likes Like |Link to Comment
  • My Income Portfolio Quarterly Update (Q3 2013) [View article]
    >>>Imo in a few years TEVA will be more than double its current price.<<<

    What will drive such appreciation? TEVA is by and large a producer of commoditized products, selling to dominant retailers who buy on price alone, according to their terms.
    Oct 4 11:03 AM | Likes Like |Link to Comment
  • Coca-Cola Loses Top Brand Spot [View article]
    Go back a mere twelve years ago. What were the marquis names? MSFT, AOL, NOK, CSCO, and anything with dot com in it. Will AAPL and GOOG stand the test of time or will there be something newer?
    Oct 1 08:35 AM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 3b): Which Consumer Staple Stocks Are In The Buy Zone? [View article]
    Fab and several other brands are testimony to PG's power. They drove CL (Fab and Dynamo) and UL/UN (Wisk and Surf) out of the laundry detergent business.
    Sep 30 02:36 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 5): Picking The Best Healthcare Stocks [View article]
    JNJ currently trades at 15X next year's earnings. That is higher than the pure-play drug stocks, but because JNJ is involved in multiple life science businesses, it should trade at a premium to, say, PFE or MRK. This is also reflected in that S&P gives an A+ to JNJ's dividends and earnings consistency while PFE and MRK are given B+ (average) and B (slightly below average), respectively.

    Growth projections I've seen for this year and for the next 3-5 years are greater for JNJ than for PFE and MRK.

    I hold positions in several health care companies. However, my position in JNJ is by far and away the largest.

    BTW, does anyone have any comments on BAX? I just have started to build a position in it.
    Sep 30 02:29 PM | Likes Like |Link to Comment
  • United Technologies: A Strong Defense Pick [View article]
    I see no reason to choose between HON and UTX. Both are among the highest quality companies.

    I don't understand the purpose of focusing on dividends to try to differentiate them. With yields under 2%, investors are not focused on them as income plays. They are total return plays.

    Long: HON, UTX
    Sep 27 01:44 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 3b): Which Consumer Staple Stocks Are In The Buy Zone? [View article]
    Nor can the end users of LO, MO, and RAI products, but I will not invest in tobacco stocks.

    I was responding to a question regarding CLX, however.
    Sep 25 03:05 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 3b): Which Consumer Staple Stocks Are In The Buy Zone? [View article]
    Look at CLX's balance sheet. It is so levered as to be a house-of-cards.

    Right now, WMT is a wounded 600 pound gorilla. If you had to negotiate prices and sales allowances with them, who would you like to be? PG gets my vote. GIS, KMB, KO, and PEP are good too. WMT can't throw any of those guys out. How many consumers would not shop in WMT if CLX's brands were not on the shelf?

    Long: GIS, KMB, KO, PEP, PG, WMT
    Sep 25 02:36 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 3b): Which Consumer Staple Stocks Are In The Buy Zone? [View article]
    Thanks for the response, rnsmth.

    I like energy too. (CVX, TOT, RDSB)
    I also hold utes. (ED, ETR, FE, PCG, PEG, PPL, XEL, but small positions in each).
    I have been scaling down telecom but hold BCE, T, and VOD.

    One of my criteria goes beyond numbers. I ask if I were negotiating across a table from WMT or CST, who would I like to represent. That takes me to overweight positions in GIS, JNJ, KO, PEP, and PG. They own the franchise and not the retailer.
    Sep 24 04:29 PM | Likes Like |Link to Comment
  • Plains All-American: 4 More Catalysts Fueling My Decision To Remain Bullish On This MLP [View article]
    James:

    I have built my position in PAA from 2007 thru 2012. It has been, and I trust it to continue as, a good long-term holding.
    Sep 24 02:19 PM | Likes Like |Link to Comment
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