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  • Update: Deere & Company Earnings [View article]
    The stock always stinks after they lower guidance and yet they blowout earnings practically every quarter. Looking at long term after owning the stock since 2005 at $30 and receiving a sweet 8% yield on cost...investors neglect the juicy 15%+ p.a. dividend increases. Not selling and will sit on this company into retirement.
    Aug 14 12:33 AM | 1 Like Like |Link to Comment
  • Here's How Much Altria Will Raise Its Dividend In A Few Weeks [View article]
    I've owned MO for nearly 2 decades and loved the spinoffs and the dividend increases which is normally 8% p.a. Payouts are about 80%, but given the rapid rise in the stock the last few years, there is really no reason to expect any more.
    Aug 14 12:29 AM | 1 Like Like |Link to Comment
  • Look To Canadian Banks For A Strong Financial Exposure [View article]
    Canadian Banks are definitely stronger than the US when this involves real estate. They have a much tighter lending requirement and with only 5 major banks controlling practically all home loans, it would be extremely difficult to convince another bank after failing with an application.

    I personally prefer RY or TD as being the better choice. Larger size, stronger balance sheets, better dividends and more diversified. The other 3 would be reasonable investments, but for long term investors these would be my choices.
    Aug 11 11:28 PM | Likes Like |Link to Comment
  • Retirement Strategy: The Absurdity Of Believing That Dividends Don't Matter In Retirement [View article]
    Thanks for the wonderful article. I've been investing for 25 years and have 2X or 3X on a few risky stocks only to loose any gains shortly thereafter. About 10 years ago, read an article by Buffett if you loose 50%, another 100% is needed to break even. Yet, buying a low risk stock ie. KO with Dividends of 3% growing annually about 8% (50+ consecutive years of increases) you would be still ahead then the wild fluctuations of companies like Tesla.

    Notwithstanding, with a little research that can easily be done online our entire portfolio changed and after 10 year we've practically beaten the market every year with a reasonable 12% p.a. with less risk. Dividends played a huge role with an average 2.5% yield with a long history of annual increases of 11%. We remain diversified with the following stocks: BEN, CSX, CVX, DE, IBM, KMB, KO, MO and PM.

    We are richer, have lower risk and more diversified. Our retirement goals are well ahead of the target. The best description we learned about dividend investing is as follows:

    "Do you know the only thing that gives me pleasure? It's to see my dividends coming in...John D. Rockefeller"
    Aug 11 11:14 PM | 5 Likes Like |Link to Comment
  • Earnings Preview: John Deere Q3 2014 [View article]
    I honestly don't understand that fundamentally the stock is far superior to CAT and seems to lag below their stock. Still a long time holder and would rather safely own a fundamentally good stock than chase after companies that are not financially solid investments.
    Aug 9 01:44 AM | 1 Like Like |Link to Comment
  • Why The IBM-Monitise Deal Is Better Than The IBM-Apple Deal [View article]
    IBM continues to restructure their operations and these little deals combined with the huge Apple agreement makes this company a strong buy. With the stock fluctuating within a small range of $180-$195, the buybacks and increasing dividends will have an even greater impact.

    I'm happy with the purchase and willing to wait for greater rewards with little downside risk.
    Aug 7 05:51 PM | 2 Likes Like |Link to Comment
  • What The Coca-Cola Critics Are Missing [View article]
    Good article. I remembered reading about a rumour that Buffett went to a Walmart and watched customers search the entire store for Coke (stocked on the bottom shelf) as the store promoted the No-Name brand at the more lucrative eye level. Even though the alternative is lower price, larger size and easier to find, customer efforts to buy Coke regardless was a reason for buying this company.

    He knew that regardless of the market conditions, KO regardless of the length of time will always be popular and pay their dividend increases. Analysts only consider short term and miss these intangibles.
    Aug 2 10:41 AM | 5 Likes Like |Link to Comment
  • Long-Term Stocks To Consider During Short-Term Market Fluctuations [View article]
    Good article and agree about the other 2 companies, but leave out C.

    Some comments about C. A reverse stock split limits margin calls since leading % is based on share price. The higher the share price, the more that can be borrowed, but a low price might be considered risky or junk, that could pull leading to a margin call. Another issue overlooked is the failure with the Obama Stress Test (March 2014) issued to borrowers during the financial crisis. Most banks have exited the program, but if C remains there are problems.

    A good report and appreciate the insightfulness.
    Aug 1 11:09 PM | Likes Like |Link to Comment
  • Altria misses by $0.01, misses on revenue [View news story]
    There is no ethically perfect company. You own retailers that mfg clothes with child labour in third world countries. Oil companies that destroy the environment through holdings in BRK. MO also owns a SAB Miller beer, wineries, real estate and bank. You should do some research before criticizing that most shareholder friendly company on the market.

    If you don't like the company, place your money elsewhere or provide some intellectual comments instead of spewing hate against a company that sells a legal product.
    Jul 22 08:34 AM | 12 Likes Like |Link to Comment
  • Kimberly-Clark Earnings Preview [View article]
    Hoping for a dip to grab some additional shares before they spinoff their Medical division in the 4th Quarter. A bad report is actually good if this opens an opportunity.
    Jul 22 12:45 AM | Likes Like |Link to Comment
  • Lululemon: Cheap Hero Or A Value Trap? [View article]
    Yoga wear for women might be a fad, for this company to survive they need to diversify. Interesting you pat yourself about UA and leave them out of the comparison, likely knowing their stock is overpriced. The only good stock in this space that continues to grow is NKE.
    Jul 21 09:02 AM | 1 Like Like |Link to Comment
  • Second Quarter Portfolio Review: Building Dividend Growth And Quality [View article]
    Good list and thanks for sharing.
    Jul 19 12:56 AM | 1 Like Like |Link to Comment
  • How To Think About The Apple/IBM Deal And BlackBerry [View article]
    Not sure your rationale. Security will be provided by IBM, since they're already the most trusted service provider for the corporate world, there is less fear for security. Marketing will be heavily done through Apple and IBM, so their deep pockets less interest. Microsoft (possible takeover candidate) decision to layoff nearly 18,000 Nokia employees demonstrates the market is only between 2 companies. Investors already racing to the exits down nearly 14% in just 2 days, this company is finished.
    Jul 18 08:55 AM | 3 Likes Like |Link to Comment
  • Deere & Company: 7.7% Return On Investment [View article]
    DE (long term investor) shares are extremely undervalued. Investors are unlikely to realize the benefits of the buybacks? I prefer the issuance of greater dividends and the investor can better quantify the benefits. Good long term investment, but volatile short-term. Buybacks are wonderful, but Dividends would have been better.
    Jul 15 11:18 PM | 4 Likes Like |Link to Comment
  • Apple Teaming Up With IBM Creates A 'Landmark Deal' [View article]
    IBM has been restructuring for years and Buffett knew when he invested $13B the value of their enterprise business will attract partnerships. The AAPL deal is the perfect partnership for both sides. A streamlined approach to hardware (NASDAQ:AAPL) and consulting (NYSE:IBM) to only a few products iPhone, iPad and iMacs.

    Customers will have less confusion and lower costs, with better quality products. This is literally a watershed moment for the involved companies. The biggest loser will be BBRY that has struggled for their survival and hoped for an IBM relationship with their strong enterprise clientele.
    Jul 15 10:55 PM | 15 Likes Like |Link to Comment
COMMENTS STATS
1,270 Comments
1,841 Likes