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cpa28761

cpa28761
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  • Is Kraft Still A Buy? [View article]
    That you would know of 1970's pop culture is not as surprising inasmuch as you've picked a 1940's icon as your picture. And, no, I do not remember the 1940's.
    Mar 19 01:39 PM | Likes Like |Link to Comment
  • Coca-Cola: Add More As We Approach 3% [View article]
    >>>a number of brokerages won't automatically re-invest dividends, resulting in additional trading fees.<<<

    Never heard of that! I maintain accounts with Merrill Lynch and Fidelity. I have been with Smith Barney and ETrade. I have never experienced fees on reinvestment of dividends.

    Your original statement, to which I responded was:

    >>>DPS has an excellent DRIP with no fees. Whereas KO charges fees.<<<

    If Scottrade charges fees for reinvestment of dividends and additional fees for odd lots, I'm sure glad that I pay a bit more per trade with Fidelity and don't have to be nickeled and dimed.
    Mar 19 04:58 AM | Likes Like |Link to Comment
  • Which Of The Top 8 Drug Makers Is Most Attractive To Dividend Investors [View article]
    6, you are a classic value investor. About ten years ago I attended a lecture where an analyst touted the "value" of KMart over TGT and WMT. I dismissed value investing a penny wisdom and dollar foolishness. However, it's a highly personal choice with which each of us must feel comfortable. Best of luck.
    Mar 18 01:44 PM | Likes Like |Link to Comment
  • Which Of The Top 8 Drug Makers Is Most Attractive To Dividend Investors [View article]
    >>>I am considering selling as I feel the stock might be priced too high. Do you think BMY is still worth holding now?<<<

    I would not hold BMY at this time.

    The metrics to which you refer are for "stock". I look to metrics for companies. TEVA's return on sales is 9.66%. The ROS's for PFE, MRK, and JNJ range from 13.05% to 16.14%. TEVA's TTM ROE is 8.58%. The others range from 11.27% to 17.34%. Receivables turnover for TEVA is 3.77X. The others range from 4.87X to 6.21X. REceivables turnover is not a big deal, but, in this case, it indicates that TEVA has less clout with its customers than the branded companies. For these reasons, the branded companies should sell at higher multiples than TEVA.

    If you like generic companies, how about RDY? It has a poor dividend, but it has great payout ratio and it looks like a growth vehicle.

    Long: JNJ, MRK, PFE
    Mar 17 10:57 PM | Likes Like |Link to Comment
  • Will Your Retirement Savings Last? [View article]
    Interest rates will remain near zero for the foreseeable future. Governments in the USA, UK, Japan, and the Eurozone are spending money that doesn't even exist. They have exhausted their capacity to borrow and central banks are now printing money. With the national debt in the USA being where it is, notwithstanding debt on the Fed's balance sheet, a one percentage point increase in interest rates would add $170 billion to the deficit each year.
    Mar 17 03:21 PM | Likes Like |Link to Comment
  • Which Of The Top 8 Drug Makers Is Most Attractive To Dividend Investors [View article]
    Put TEVA's metrics side-by-side with those of any of several branded drug companies. TEVA will not measure up.
    Mar 17 08:20 AM | Likes Like |Link to Comment
  • Which Of The Top 8 Drug Makers Is Most Attractive To Dividend Investors [View article]
    TEVA's business is the sale of commodity products to dominant retailers who buy on price only. They must compete with MYL, RDY, and the generic divisions of the branded companies' generic divisions for the business of PBM's, WMT, TGT, CVS, WAG, and others. What is TEVA's competitive advantage?
    Mar 16 09:11 AM | Likes Like |Link to Comment
  • Which Of The Top 8 Drug Makers Is Most Attractive To Dividend Investors [View article]
    What assurances have you that TEVA's lower dividends will lead to price appreciation?
    Mar 15 11:33 AM | Likes Like |Link to Comment
  • Is Kraft Still A Buy? [View article]
    Jerbear, I don't like ads too much either. I am happy to pay for HBO so I don't have to watch commercials. However, it is not about me or my tastes. It is about people in general and advertising pays.
    Mar 14 11:00 PM | Likes Like |Link to Comment
  • Procter & Gamble Vs. Unilever: Comparing 2 Consumer Staples Giants [View article]
    >>>But the unanswered question is where do these companies take their shareholders from here?<<<

    Of course. That's why I took my gain on CL, which has performed extremely well, but, perhaps too well.
    Mar 14 09:29 PM | Likes Like |Link to Comment
  • Procter & Gamble Vs. Unilever: Comparing 2 Consumer Staples Giants [View article]
    richjoy, I was not attacking you, or even, UL. However, I believe PG to be a superior company to UL. Does UL have an edge in developing economies? Perhaps. Perhaps because of their Anglo-Dutch origins. Perhaps because PG has driven them (and CL) off the laundry detergent shelves in North America. Two that you mention, Sunlight and Surf, have been sold off to a legacy brands company.

    http://bit.ly/YctwSL

    I think that PG made the right move in selling off their food businesses because of commoditization and vulnerability to private label competition.

    Another point, if I may. Are any of the brands you list above so strong that their absence will cause consumers to shop at stores other than those that don't carry them? How does that compare to Tide, Gillette, Downy, Duracell, Cascade, to name a few?

    Do I claim a monopoly on wisdom? No! Just my point of view. And I certainly respect yours.
    Mar 14 08:15 PM | Likes Like |Link to Comment
  • Procter & Gamble Vs. Unilever: Comparing 2 Consumer Staples Giants [View article]
    >>>It might also have been mentioned PG and UL compete head-to-head to laundry products, and UL has reported PG is reducing prices (and thus margins).<<<

    Richjoy, where? Not in the USA.
    Mar 14 08:25 AM | Likes Like |Link to Comment
  • Best Bond Investment Strategy: 'Just Say No!' [View article]
    It is not enough to be "anti". You must provide an alternative.
    Mar 14 08:19 AM | Likes Like |Link to Comment
  • Royal Bank Of Canada: The Best Of The Best [View article]
    There is a tax treaty of the like between the US and UK, but not between the US and Canada. There is a 15% withholding that can be recovered by filing form 1116 with your tax return. Canadian stocks should be held in taxable accounts. If held in an IRA or other tax deferred vehicle, the withholding cannot be recovered.

    http://1.usa.gov/16pTUfB
    Mar 12 05:21 PM | Likes Like |Link to Comment
  • 6 Dividend Growth Stocks I Wish I Owned [View article]
    Car Buyer, I don't at what stage of life you are. If you are a retiree (as I am), the first priority is to structure your portfolio for adequate cash flow with the second priority being dividend growth the inflation protection. In that is your case, I would stay from stocks yielding less than 2%. There are enough quality DG stocks yielding over 2% and some yielding over 3%. For personal (ethical) reasons, I wouldn't own MO. KO is a good example of a company with a reasonable yield for current income and growth for inflation protection.

    Long: KO
    Mar 11 01:32 PM | Likes Like |Link to Comment
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