Norman Tweed's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/531750/comments http://seekingalpha.com/article/1448971/comments?source=feed#comment-19069091 19069091 Tue, 21 May 2013 09:56:18 -0400 http://seekingalpha.com/article/1447331/comments?source=feed#comment-19036961 19036961
I believe that the worst is over in China and CAT took quite a hit from the purchase of Siwiei to get into the mining business there. I don't think CAT will go below $80, although it dropped to $80.43 on April 19, 2013. I enjoy dripping the stock at low prices and am quite pleased with the current range. I think Europe is the real kicker and I hear that business is picking up there, even though the financial markets are in turmoil. You may get a pullback to $80 this summer, but I wouldn't count on it.]]> Mon, 20 May 2013 14:18:20 -0400
I believe that the worst is over in China and CAT took quite a hit from the purchase of Siwiei to get into the mining business there. I don't think CAT will go below $80, although it dropped to $80.43 on April 19, 2013. I enjoy dripping the stock at low prices and am quite pleased with the current range. I think Europe is the real kicker and I hear that business is picking up there, even though the financial markets are in turmoil. You may get a pullback to $80 this summer, but I wouldn't count on it.]]> http://seekingalpha.com/article/1447331/comments?source=feed#comment-19033081 19033081
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There is much discussion at present concerning the efficacy of construction stocks and mining stocks. I believe we are coming out of recession on a global basis and CAT has picked up its sales in South America.

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Also, thanks for the shoutout!]]> Mon, 20 May 2013 12:56:34 -0400
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There is much discussion at present concerning the efficacy of construction stocks and mining stocks. I believe we are coming out of recession on a global basis and CAT has picked up its sales in South America.

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Also, thanks for the shoutout!]]> http://seekingalpha.com/instablog/874941-david-crosetti/1871171-why-i-am-a-dg-investor?source=feed#comment-18986021 18986021 Sat, 18 May 2013 14:50:08 -0400 http://seekingalpha.com/instablog/874941-david-crosetti/1871171-why-i-am-a-dg-investor?source=feed#comment-18984151 18984151 Sat, 18 May 2013 13:15:12 -0400 http://seekingalpha.com/instablog/874941-david-crosetti/1869031-one-proposal-to-fix-social-security?source=feed#comment-18955061 18955061
My thoughts on the Social Security fix would be to remove the cap on income subject to social security tax. That would take care of the shortfall in revenues.]]> Fri, 17 May 2013 14:18:35 -0400
My thoughts on the Social Security fix would be to remove the cap on income subject to social security tax. That would take care of the shortfall in revenues.]]> http://seekingalpha.com/article/1439251/comments?source=feed#comment-18886051 18886051 Thu, 16 May 2013 04:33:17 -0400 http://seekingalpha.com/article/1436141/comments?source=feed#comment-18885691 18885691
I hold CTL as only .7% of portfolio. Like you say about these rural telecomms, it has been a dog. I got it when the converted my Qwest shares--at least it paid a dividend, while Qwest had not paid one in several years. I think the management is working at cross purposes to the shareholders, with their dividend cut and borrowing to buy back shares. I liked it when they were a dividend champion with regular dividend increases. I figure with the 3.25% loss so far this year in principal (including partial mitigation by dividend reinvestment) the current dividend is safe at 5.71% yield. I see it holding around 5% yield into the future. They are too large to buyout and seem to desire to compete with the big boys--VZ and T. Until they start raising the dividend again, they will remain a hold for me. It's hard to come by 5% yield these days. FTR on the other hand is 1.4% of portfolio and likely to hold between $4 and $5 per share. I like the growth of shares with the 9.17% yield and the 4.48% growth in principal this year, due mostly to dividend reinvestment.]]> Thu, 16 May 2013 03:47:09 -0400
I hold CTL as only .7% of portfolio. Like you say about these rural telecomms, it has been a dog. I got it when the converted my Qwest shares--at least it paid a dividend, while Qwest had not paid one in several years. I think the management is working at cross purposes to the shareholders, with their dividend cut and borrowing to buy back shares. I liked it when they were a dividend champion with regular dividend increases. I figure with the 3.25% loss so far this year in principal (including partial mitigation by dividend reinvestment) the current dividend is safe at 5.71% yield. I see it holding around 5% yield into the future. They are too large to buyout and seem to desire to compete with the big boys--VZ and T. Until they start raising the dividend again, they will remain a hold for me. It's hard to come by 5% yield these days. FTR on the other hand is 1.4% of portfolio and likely to hold between $4 and $5 per share. I like the growth of shares with the 9.17% yield and the 4.48% growth in principal this year, due mostly to dividend reinvestment.]]> http://seekingalpha.com/article/1436141/comments?source=feed#comment-18860371 18860371 Wed, 15 May 2013 14:36:11 -0400 http://seekingalpha.com/article/1434512/comments?source=feed#comment-18838181 18838181 Wed, 15 May 2013 04:01:23 -0400 http://seekingalpha.com/article/1429941/comments?source=feed#comment-18772471 18772471
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http://seekingalpha.co...]]> http://seekingalpha.com/article/1414781/comments?source=feed#comment-18591321 18591321 D) has the added catalyst that it is moving toward a subsidiary Blue Racer MLP in the Utica Shale:

http://tinyurl.com/cq8...

J. M. Smucker (SJM) is up 19.9% so far this year and appears to be heading for more. They haven't announced their dividend increase yet this year either.]]> Wed, 08 May 2013 15:18:23 -0400 D) has the added catalyst that it is moving toward a subsidiary Blue Racer MLP in the Utica Shale:

http://tinyurl.com/cq8...

J. M. Smucker (SJM) is up 19.9% so far this year and appears to be heading for more. They haven't announced their dividend increase yet this year either.]]> http://seekingalpha.com/instablog/728729-chowder/1788961-condition-of-the-market-april-2013?source=feed#comment-18567821 18567821 Wed, 08 May 2013 05:28:41 -0400 http://seekingalpha.com/article/1408541/comments?source=feed#comment-18535941 18535941
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Once the mREITs paid their dividends, the money burned a hole in my pocket and I purchased LNCO @ $42 within the week, only a few days before LNCO went ex-dividend yesterday. Over the weekend Barrons wrote a scathing article on LNCO once again and when it opened yesterday it was down 7% from it's Friday close. It is recovering slowly. When you are dealing with high yield stocks, such as these it is prudent to wait until the ex-dividend date to see what the market will provide. I drip my dividend growth stocks and only know when they purchased their shares after the fact. Stocks like PG don't grow at a rapid rate and it is safe, usually to buy them when you have the funds. Once you have a full position, move on to another sector.]]> Tue, 07 May 2013 11:11:13 -0400
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Once the mREITs paid their dividends, the money burned a hole in my pocket and I purchased LNCO @ $42 within the week, only a few days before LNCO went ex-dividend yesterday. Over the weekend Barrons wrote a scathing article on LNCO once again and when it opened yesterday it was down 7% from it's Friday close. It is recovering slowly. When you are dealing with high yield stocks, such as these it is prudent to wait until the ex-dividend date to see what the market will provide. I drip my dividend growth stocks and only know when they purchased their shares after the fact. Stocks like PG don't grow at a rapid rate and it is safe, usually to buy them when you have the funds. Once you have a full position, move on to another sector.]]> http://seekingalpha.com/article/1405121/comments?source=feed#comment-18524461 18524461 Tue, 07 May 2013 03:57:31 -0400 http://seekingalpha.com/article/1405121/comments?source=feed#comment-18491721 18491721 Mon, 06 May 2013 10:26:11 -0400 http://seekingalpha.com/article/1404721/comments?source=feed#comment-18487131 18487131 Mon, 06 May 2013 08:56:01 -0400 http://seekingalpha.com/article/1402701/comments?source=feed#comment-18454431 18454431 Sun, 05 May 2013 03:45:03 -0400 http://seekingalpha.com/article/1402701/comments?source=feed#comment-18454411 18454411 Sun, 05 May 2013 03:40:52 -0400 http://seekingalpha.com/article/1402701/comments?source=feed#comment-18446901 18446901 Sat, 04 May 2013 15:55:41 -0400 http://seekingalpha.com/article/1402701/comments?source=feed#comment-18443131 18443131
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