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  • Kang's Dividend Compounding Portfolio: 2014 Review [View article]
    Congrats on your performance this year, and thanks for posting your portfolio.
    Dec 29, 2014. 08:46 AM | 1 Like Like |Link to Comment
  • Buckle Up! [View article]
    $44.48 or thereabout based on it's 5 year historical PE of about 13.2 (according to my FAST Graph ... without doing much other due diligence). I am happy with the weighting of BKE in my portfolio (1%), so am not really looking to add more at this time.
    Dec 19, 2014. 10:41 PM | Likes Like |Link to Comment
  • Buckle Up! [View article]
    BKE management is well aligned with shareholders, and I like the conservative "boring" way they grow the company. It's a very well run company.

    The stock price is volatile however, and usually experiences multiple 10%+ pull backs a year. Might be best to wait for one of those.
    Dec 17, 2014. 10:24 AM | Likes Like |Link to Comment
  • My Strategy For Objective, Emotionless Dividend Growth Investing, Part 4 [View article]
    I think you have chosen great companies ... I own 17 of your 30 companies, and all the others except for MJN, WFC, and USB are on my watch list, which if I followed my own advice, I should just go buy a small position today.

    Even though valuations are not ideal, these are companies you can/plan to own for a long time, so the earlier you have money invested (starting small is OK!) and start learning about them, the more confidence you will have to BUY when an opportunity does come along. Learning what is a temporary risk vs a longer term risk to any company takes time and experience (of which I am still learning).

    I think you will be very successful over the long term, and I look forward to following you and your portfolio's progress.
    Dec 17, 2014. 09:35 AM | 2 Likes Like |Link to Comment
  • Archer Daniels Midland - Shareholders Can Expect Bigger Pay Raises [View article]
    Thanks for expanding my knowledge on ADM. Good Article.
    Dec 9, 2014. 08:39 AM | Likes Like |Link to Comment
  • Buckle declares $0.23 dividend [View news story]
    That is a 4.5% increase to a 1.86% dividend, not 0.4% increase (as stated above). Plus the usual year end special dividend of $2.77 (5.6%)... that's almost 7.5%! Gotta love it.
    Dec 9, 2014. 08:33 AM | 1 Like Like |Link to Comment
  • Exxon Mobil: A Massive Buying Opportunity? Don't Drink The Kool-Aid [View article]
    The article's viewpoint seems very short term to me. Investors gain if they can think long term and buy quality. Of course low oil prices aren't good for the company, but if they are temporary, there is opportunity. I think insinuating that the price could fall to 57 as it did during the greatest recession since the great depressing is doing a disservice to your readers. The dividend payout to earnings ratio is not high, and they could easily scale back the buy backs (which is waaaay more than the dividends) instead of freezing or reducing the dividend. I think this is a fine time to start buying. If we get to the Mid 80's buy some more, etc. Just don't buy all at once, and nobody should ever be backing up the truck. Calling bottoms is really hard.
    Dec 5, 2014. 09:36 AM | 4 Likes Like |Link to Comment
  • 48 MLPs For Income: Are The 10% To 20% Yields For Real, Or Too Good To Be True? Part 4 [View article]
    Don't forget EEQ vs ENB (Enbridge). Big dividend raise (+33%) for Enbridge today. Years ago when I started buying MLP's I only bought KMR and EEQ which pay distributions in shares instead of dollars, which means no tax hassles inside an IRA/401K and no K-1's. Not that I am any expert, but I definitely prefer to stick with Mid Stream MLPs (Disclosure : My corporation's customers are all Midstream Pipeline companies). Their job in my portfolio is to boost yield (although the capital gains over the years have been welcome), but I will still have the problem that I need to actually sell shares to earn income from them when I retire (well, for EEQ anyway - My KMR shares were converted to KMI with little angst compared to KMP holders).
    Dec 4, 2014. 11:02 PM | Likes Like |Link to Comment
  • Dumpster Diving The Dividend Challengers [View article]
    Thanks for an interesting series of articles, which I hope continue. I added to my CVX, EMR and TROW positions last time, and will probably add to TUP this time around. I've wanted to own HSY for a long time, and should probably just buy a little bit so I monitor it and start learning about it.
    Nov 26, 2014. 10:40 AM | Likes Like |Link to Comment
  • 31 Beaten-Down Dividend Growth Stocks: Part 2 [View article]

    Thanks a lot for including my comment in your article and the "sneak" look at The Analyst Scorecard :). I am greatly flattered that you found it useful as I am a very big fan of yours and read everything that you publish. As a long time FASTGraph subscriber I look forward to using The Analyst Scorecard.

    I assume the earnings estimates are the estimates that were available just before the actual earnings were announced? Although this is no doubt very useful, it is my experience that sometimes companies during recessions or times of stress guide down so they can then meet or beat earnings estimates. I would also find it very useful to know if the estimates from 1 year ago (or up to 2 years ago ... as I agree that earnings more than 2 years out are dubious) met the estimates. Maybe the 1 and 2 year estimates could be drawn as a different line on the The Analyst Scorecard?

    Thanks for all you do and sharing your knowledge and experience.
    Oct 16, 2014. 02:03 PM | 2 Likes Like |Link to Comment
  • Opportunistic Trading Pushes Solazyme To New Lows [View article]
    To me, downstream processing problems are only temporary, and thus really aren't an issue. As long as the core technology is working as expected without major issues, it's just a matter of time, and the finances are in good enough shape that the company has time.

    All this drama is because too many people are too overweight in a small company with no profits yet. Personally, I would not set myself up for further emotional turmoil by drawing lines in the sand about the next CC.
    Oct 15, 2014. 01:46 PM | 1 Like Like |Link to Comment
  • Retirees: When Harvesting Assets Forecasting Future Earnings Growth Is The Key To Success: Part 2 [View article]

    Good eye, and the answer is why I wish a lot of authors would include the Estimated Earnings and Return Calculator graph in their articles.

    The Earnings and Price Correlated Graph shows the orange line based on the historical earnings PE. For CTRX, the historical earnings growth was 33.2%, so the orange line is drawn at a PE of 33.2. On the Estimated Earnings and Return Calculator graph, the orange line is drawn based on *future* earnings growth, which for CTRX is 20%... so the orange line is drawn at a PE of 20.

    When I first started using FASTGraphs, I primarily used the Earnings and Price Correlated Graph, but I now pay much more attention to the Estimated Earnings and Return Calculator graph to gauge valuation. History is very useful (don't get me wrong), but where the company is going is more important (to me).

    FASTGraphs are great (my investing success has improved so much by using them), and even though I have been a subscriber for years, I am still learning different ways to learn more about the companies I am evaluating :)

    Hope that helps,
    Oct 3, 2014. 10:35 PM | 12 Likes Like |Link to Comment
  • The Mitigating Effect Of Reinvesting Dividends [View article]
    Errrr.... Wow. (runs off to check math)
    Sep 24, 2014. 11:09 PM | 3 Likes Like |Link to Comment
  • Retired Investors Should Not Fear Recessions Or A Bad Market: Part 1 [View article]

    Thanks for a useful article and way of thinking, however I wonder if it may be relying too much on hindsight.

    Do you(/anyone) have a sense for how the earning estimates held up (how close they were to what actually happened) for these companies during the recessions? It is a lot easier to hold when earnings aren't going down, but my sense is that most of the earning estimates were much more pessimistic during the recessions (or at least the last one) which encourages poor decisions (sell).

    I wish I could view a FastGraph for companies at any point in the past. (as an aside I would also love a way to print to PDF FastGraphs of all 90 companies I own in one click - then I wouldn't need a 'any point in time' feature because I would save the PDF for every quarter).

    Does anyone know how to find out what the earnings estimates were for these companies in late 2008 / early 2009?

    Sep 18, 2014. 01:45 PM | Likes Like |Link to Comment
  • Eaton Corporation: A Hidden Dividend Gem To Consider [View article]
    I agree on JCI. Been on my watch list a while, but I already have a lot of industrials.
    Sep 4, 2014. 02:45 PM | Likes Like |Link to Comment