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montrachet

montrachet
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  • Agrium: A Low-Risk, High-Reward Long-Term Investment [View article]
    Seeds, smarter rotation of crop (Soya bean is a good example with the nodule of their root systems), for vineyards we have itinerant sheep flock in the winter, a very old way of re energizing the soil.
    I am not going through organic and biodynamic practices which is growing rapidly in terms of acreage.
    Aug 19 07:48 AM | 1 Like Like |Link to Comment
  • Dividend Stock Analysis: Aflac Incorporated [View article]
    The Japanese economy is clearly on its final stretch, the demographics are not good, you have to be a "samurai" to invest in AFL!
    Aug 18 08:04 PM | 1 Like Like |Link to Comment
  • Agrium: A Low-Risk, High-Reward Long-Term Investment [View article]
    I bought it recently for the long term; near term the stock will not do anything as everybody does not like the industry.
    The payout ratio is higher based on your own numbers: 2014 EPS $6.17 with a $3 div gives me a 48% ratio.
    What about the phosphate side of their business? I wish you could have elaborated on that business.
    The Div growth was excellent over the last 4 years but AGU failed to raise its Div for a fifth year in a row with the coming distribution. I was disappointed with this announcement. I expected a small increase!
    Anyway, this is the 800 pound gorilla in this necessity industry with a huge potential growth in the future.
    Aug 18 08:19 AM | 1 Like Like |Link to Comment
  • A Small-Cap REIT Differentiated By Risk Control [View article]
    Brad,
    Based on the last Q and the last FFO, I believe LTC could or should increase its distribution to about 19 cents a month.
    I do not see anything that could impact this increase over the next two months unless I am missing something ( financing engineering)
    What do you think?
    Aug 15 07:21 AM | Likes Like |Link to Comment
  • Here's A Cool Way To Soak Up The Dividends With This Net Lease REIT [View article]
    As far as I am concerned I wanted a 7% yield, I did not get it!
    You are taxed at ordinary income on these dividends.
    With the rates going up in a near future; I rather wait and see.
    One thing is sure, is that EPR will be in my income portfolio at one point.
    I think it is a truly great REIT company.
    Aug 14 05:56 PM | Likes Like |Link to Comment
  • Broadcom: Buying Opportunity In A Growth Dividend Stock [View article]
    According to your table above, QCOM looks like the better company!
    And you start with a much better yield!
    My 2 cents
    Aug 13 07:19 AM | 1 Like Like |Link to Comment
  • I'm Not Buying Darden Restaurants, Despite The 4.66% Dividend Yield [View article]
    At a yield of over 5% or a price below $44 I will look at the company again.
    I believe there is a new CEO, I want to hear what he has to say first.
    A non growing 5%+ Div for a couple years is worth studying!
    Some of their concepts are really working well.
    Aug 12 08:07 AM | 1 Like Like |Link to Comment
  • Here's A Cool Way To Soak Up The Dividends With This Net Lease REIT [View article]
    Congratulations, another excellent article.
    I have been watching EPR for a good year now, I have not pulled the trigger yet.
    Under $50 is a good buy, or at a 7% yield would be great.
    Aug 12 07:57 AM | 1 Like Like |Link to Comment
  • National Penn Bancshares - High Dividend Payer Announces Acquisition Of TF Financial [View article]
    As an ex customer of THRD, I can say that it is the worst bank I have seen ever!
    We could not even make any payment/transfer of over $10000.00!
    We had to do it through multiple transfers.
    It got me into a funny discussion regarding a visa payment!
    The bank paid the penalty fees and I closed the account!!
    The GM of the branch was so incompetent and the bank communication with their customers was nonexistent.
    I think it is a bad acquisition.
    My 2 cents about this bank.
    Aug 10 09:20 AM | Likes Like |Link to Comment
  • Procter & Gamble: Low Risk, New Growth Plan, Solid Dividend [View article]
    How will PG divest these 90 brands?
    Will PG simply sell them?
    Will PG repackage some of these brands and do a few IPO, while keeping a majority ownership?
    Will the shareholders have a vote?
    So many ways to do it.
    I can not find any Wall Street firm that was hired to facilitate this massive divestiture of brands.
    I believe PG will be a better company.
    Long PG
    Aug 9 07:54 AM | Likes Like |Link to Comment
  • I Feel Like A Thief Buying IBM At Today's Low Valuation [View article]
    Great article as usual.
    It is hard to invest in a company that keep changing every 10-15 years. This is more of a philosophical question than a mathematical/financial question.
    When revenue almost triple from 1980 to 2005, net income barely increased, that was due to a big re-invention of the company.
    We are in a new IBM cycle, 2006 to today with growing EPS, but for how long?
    It is a great company, no doubt about it, but in a different category of " DGI companies, with a more "uncertain" future!
    We can figure out PG, or KO in 10-15 years, but I truly have no clue about IBM.
    I am willing to ride the wave today with IBM but with a sell sign as soon as they try to reinvent their business.
    It is not a forever stock in my mind.
    Aug 8 08:56 AM | 1 Like Like |Link to Comment
  • LTC Reports Second Quarter 2014 Results [View article]
    It looks like another great Q, the distribution based on FFO should increase for September.
    I just glanced at the results, I will review it deeper over the weekend.
    Long LTC.
    Aug 7 09:10 AM | Likes Like |Link to Comment
  • Should Waste Management Be Added To Your Shopping List? [View article]
    RSG was my choice a few years ago.
    I bought it during the recession to add stability when the div yield was above 4%!
    Since then I reinvested the div and I let it run.
    Commodity prices are at the bottom right now which brings recycling at extremely narrow margins. Nevertheless things have been changing and I expect RSG to flourish over the next 5 years.
    Operating Costs are very well managed.
    The div growth rate over the last 3 years is 8.3% and the payout is 51%.
    Cash flow is increasing, share counts is dropping through smart buybacks, debts are being reduced, I can see only positive things over the next five years including an accelerating div growth rate.
    Aug 6 08:50 AM | 1 Like Like |Link to Comment
  • Coach: An 'Accidental High Yielder' [View article]
    I think the numbers look awful !
    Y/Y the numbers are scary!
    Take China out of the equation and you have a big mess....
    Aug 5 07:44 PM | 1 Like Like |Link to Comment
  • Intel: No Dividend Raise Just Yet [View article]
    Buybacks allow Div distribution to grow faster and more consistently in the future.
    IBM is a fantastic example (last 10 years).
    Aug 5 07:37 PM | Likes Like |Link to Comment
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