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cpa28761

cpa28761
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  • 3 Pharma Stocks With Downside Protection And Strong Dividend Yields [View article]
    I also prefer GSK. The others are practically 100% reliant on R&D for block buster drugs. I like GSK's diversification into consumer staples as well as drugs.

    Long: GSK & PFE
    Aug 26, 2012. 11:54 AM | Likes Like |Link to Comment
  • Avoid AT&T's 4.7% Dividend [View article]
    To create an analogy between EK and T is analogous to saying that T's management considers wireless, fiber optics, and the internet to be passing fads
    Aug 17, 2012. 02:33 PM | Likes Like |Link to Comment
  • 5 Stocks Yielding More Than 8% To Diversify Your High-Income Portfolio [View article]
    mike, perhaps you will be a very successful contrarian on this, but I don't see it. Neither do I claim a monopoly on wisdom.
    Aug 16, 2012. 03:11 PM | Likes Like |Link to Comment
  • Low Yield Equals Low Return? Not for High Yield 'Rising Stars' [View article]
    All this sounds like a more risk/ less reward game than picking quality stocks that pay dividends.
    Aug 15, 2012. 11:11 PM | Likes Like |Link to Comment
  • 5 Stocks Yielding More Than 8% To Diversify Your High-Income Portfolio [View article]
    mikeurl, I think the market is right-on on PBI. I have railed more times than I care to remember that PBI's FCF is driven by management's NOT investing in their business. Their capital expenditures are a fraction of their depreciation. Their working capital level is in decline. Sooner, rather than later, that game must stop. They will run out of furniture to burn to keep the house warm.

    Now comes the salvation: Volly. There is already an established competing product offered FREE to customers of Fidelity, Merrill Lynch, and (I'm certain) many other banks and brokerages.

    http://www.yodlee.com

    Yodlee has been around for years. With it, I can access any bank, brokerage, or credit card I hold from either Fidelity or Merrill. I receive bills from credit cards and from others such as my utility company or Macy's, etc. and pay them from my brokerage account. I can transfer money between banks and brokerages. It seems like Volly is just another "me-too" product. Am I missing something?
    Aug 15, 2012. 05:00 PM | Likes Like |Link to Comment
  • Buy Total: Highest Dividend Yield Among Peers, Cheap Valuations [View article]
    The Fidelity web site also shows at TTM yield of 5.88%. The last twelve months were $2.898383 against a closing price on 8/10/2012 of $49.31.

    Long: TOT
    Aug 12, 2012. 01:02 PM | Likes Like |Link to Comment
  • Retirement Strategy: Beware Of Investments That Are Not Investments (Part 31) [View article]
    Regarded, I too am a Fidelity customer. I used the retirement income planner many times before making my decision to retire. My example was an over-simplification as I was not about to publish the results of a Monte Carlo simulation. An investor can do better than 5%. There is also no way to get 10% on an immediate annuity at age 66. The actual withdrawal rate would be less than 7% for a single male. I'm certain that it would be much lower if I added my wife to the calculation.

    There are many services available in the market today. Some people need them more than others. Some people do not need them at all. There is no one-size-fits-all solution.
    Aug 11, 2012. 09:37 PM | Likes Like |Link to Comment
  • 5 Monthly Dividend Stocks With 4.2% To 16% Yields [View article]
    >>>cpa- I could probably give you 300 stocks that are worth half of what they were five years ago. In case you hadn't noticed, the world has had some financial issues in the interim.<<<

    Those with a valid investment thesis have recovered and then some. I'm pretty happy with the HON acquired in October 2008 for less than $30.

    >>>Anyone who bought GGN in 2007 is disappointed so far; anyone who bought since 2009 is probably pretty happy.<<<

    I don't know that GGN's performance over the last few years has been stellar.

    http://yhoo.it/N3L1xp=

    I don't think I'm the only one who does NOT believe in it.

    http://seekingalpha.co...

    >>>CEF's in general use leverage to pay those big dividends; there is higher risk in owning these names than JNJ and IBM.<<<

    The leverage in GGN is hardly material.

    http://bit.ly/N3L1NG

    BTW, I'm not trying to get the last word here. GGN holdings are far less than 1% of our investment portfolio. Your comments are well thought out. They warrant a reply.
    Aug 11, 2012. 12:18 PM | Likes Like |Link to Comment
  • Buy Total: Highest Dividend Yield Among Peers, Cheap Valuations [View article]
    >>>DIVIDENDS: article 10 of the treaty ( between France and US)
    Dividends paid by a French company to an individual resident of the United States, are subject to a 15% withholding tax in France.<<<

    Correct. Also, with little to no effort, most investors in the USA get a dollar-for-dollar tax credit. Hence the withholding is a non-issue.

    Long: TOT
    Aug 11, 2012. 11:33 AM | Likes Like |Link to Comment
  • A Cheap Oil Giant With Strong Balance Sheet And Hefty Dividend Checks [View article]
    glfmny, may I ask where you live and pay taxes? I'm in the USA. My withholding is 15% and I get every cent back at tax time.

    Tax issues aside, I don't mind if a dividend is not going anywhere if it's already there. Even with growth, it will take a long time for cumulative dividends on CVX to equal those of TOT.

    Long: CVX, RDSB, TOT
    Aug 10, 2012. 05:02 PM | Likes Like |Link to Comment
  • Procter & Gamble: Recent Earnings Report Suggests Dividend Cuts Are All But Inevitable [View article]
    >>>..pricing problems has exacerbated market share losses in laundry..<<<

    PG has run CL and UN off the shelves in North America.

    Long: CL, PG
    Aug 9, 2012. 07:54 AM | Likes Like |Link to Comment
  • Bonds To Perform Better Than Usual With QE3 [View article]
    To succeed at a "total return approach" thru trading, doesn't a manager have to be able to buy bonds with greater yields to maturity than those that he sells?
    Aug 6, 2012. 01:35 PM | Likes Like |Link to Comment
  • Bonds To Perform Better Than Usual With QE3 [View article]
    What happens to bond premiums (the only driver of bond "appreciation") as bonds approach maturity?
    Aug 6, 2012. 06:47 AM | Likes Like |Link to Comment
  • 10 Reasons to Buy Teva Pharmaceuticals [View article]
    >>>I have to respectfully disagree with your analysis here.<<<

    Respectful dialog is what SA is all about.

    >>>How about oil companies, they sell commodity products do they not? TEVA has a higher profit margin than CVX, which has not been a poor investment, or XOM.<<<

    CVX's customers do not negotiate prices with them. The way the oil companies sell gasoline is directly with consumers. Teva, Ranbaxy, Hi-Tech, and others must negotiate with ESRX, WAG, WMT, and many others who will tell them how much they'll pay, when they will pay it, how much back stock they must carry, among other things. If you seek a parallel, look to the steel industry. They provide a commodity. They are seemingly big and powerful, but MT (the largest steel company in the world) had its debt lowered to junk status by S&P.
    Aug 5, 2012. 06:38 PM | Likes Like |Link to Comment
  • Dividend Investing Is Not Only About The Dividend [View article]
    rokgpsman, a retirement portfolio has two purposes. It should generate sufficient cash flow to meet current needs. It must also provide a hedge against inflation. Dividend growth stocks, where dividend growth is supported by increasing earnings, are the hedge against inflation.

    There is also a third way of protecting one's self from inflation: spend less than current earnings if at all possible.
    Aug 4, 2012. 08:16 AM | Likes Like |Link to Comment
COMMENTS STATS
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