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ChanelS

ChanelS
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  • After a valiant effort, Mayor Bloomberg has thrown in the towel and cancelled the New York City marathon this weekend because of disruptions caused by superstorm Sandy. City officials had held out hope that the event could still be pulled off, in a demonstration that the city was on the road to recovery. Unfortunately, the logistical nightmare proved to be more than even New Yorkers were equipped to handle on such a short timeline. [View news story]
    having a hard time understanding why it even took this long to make the decision. i'd have done it even before Sandy hit, to give people flying in more of a heads up.
    Nov 3 12:47 AM | 13 Likes Like |Link to Comment
  • Dividend-Paying Stocks Are Not 'Bond Equivalents' [View article]
    first thing that came to my mind when i read the title of the article was: yea, they arent bond equivalents, they're better!

    risk isnt the odds of getting your capital back in the future. its the odds of getting present value equivalent or more of your capital back in the future
    Jan 25 12:35 AM | 8 Likes Like |Link to Comment
  • House Republicans - including House Majority Leader Eric Cantor - are reportedly overwhelmingly opposed to the fiscal cliff deal approved by the Senate. The House appears poised to amend the deal and send it back to the Senate, setting up a legislative high-wire act. [View news story]
    why does the fiscal cliff bill contains a hidden immediate pay raise for every govt worker??
    Jan 1 04:52 PM | 4 Likes Like |Link to Comment
  • Dividend Investors Should Get Ready To Load Up [View article]
    always nice to have a shopping list ready to go for times like these
    Dec 30 11:03 AM | 4 Likes Like |Link to Comment
  • How To Properly Think About Stock Prices In Today's Volatile Markets [View article]
    While I love how FAST graphs show valuation for traditional blue chips with stable earnings over long periods of time, i would question the logic behind using an earnings driven valuation model (FAST graphs) for boom/bust consumer technology stocks such as Apple. Earnings tend to be lagging indicators with these stocks, as a cheap stock will get cheaper as earnings fall. As we've seen with RIM, earnings can disappear very quickly when consumers decide your products are not cool anymore.
    Feb 9 12:30 PM | 3 Likes Like |Link to Comment
  • Buy The Unloved AeroSpace Sector On Its Pullback For Dividend Growth [View article]
    helpful overall analysis :)

    personally i prefer GD for the more diversified business mix. nice balance of cyclical and counter cyclical, from both govt spending, and economy PoV). i believe it helps smooth out their FCF. if i look at morningstar FCF since 2002, GD's is much steadier than other 2 for the past 10 years
    Feb 3 01:39 PM | 3 Likes Like |Link to Comment
  • Team Alpha: Adding A Truly Great Company When The Stock Gets Hammered [View article]
    how did you arrive at 3.5% yield @ $67? I see the dividend at 48.5 cents per quarter, or 2.9% @ $67

    agree that this is much ado about nothing :)
    Jan 16 10:52 PM | 3 Likes Like |Link to Comment
  • Becton Dickinson Dividend Stock Analysis [View article]
    generally true when time horizon is infinity, but in the short/medium term, a company can sustain above earnings growth dividend increases when payout ratio is low. MCD is a good example looking back 10 years where stock has gone up as well even tho their div has far outpaced EPS. INTC is another one where stock has languished a bit more.

    in BDX case, its not like their earnings growth is going to 0. its slowing like any mature business does. they'll still be able to grow organically, thru pricing power, as well as do bolt on acquisitions. between those 3, even if they grow earnings at 5-7% rate, it allows them to increase the dividend at 10% per year for many years. their payout rate is only 35-40%.
    Jan 6 12:46 AM | 3 Likes Like |Link to Comment
  • The Beauty Of Holding These 3 Dividend Kings For Long Periods [View article]
    why are those without dividend returns so negative. that doesnt seem to make sense to me...
    Jan 26 07:05 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan Inc.: Dividend Analysis [View article]
    wow what a fantastic article! i learned a lot from this. thank you! :)
    Jan 9 01:12 PM | 2 Likes Like |Link to Comment
  • 3 Bearish Signs In A Sea Of Negativity [View article]
    move in CNR (CNI on NYSE) seems to indicate a rail turn though
    Dec 8 11:47 AM | 2 Likes Like |Link to Comment
  • McDonald's: Are The Golden Arches Tarnishing Or Should You Buy The Dip? [View article]
    that makes no sense at all. even if EPS drops 30%, MCD dividend is more than adequately covered.
    Nov 9 02:01 PM | 2 Likes Like |Link to Comment
  • Dividends: Still The Best All-Season Investment Strategy [View article]
    im not a big fan of DIS's once a year dividend. if they change to quarterly i think i might be more interested. do like CMI very much though :) and my canadian darlings
    Jan 7 10:47 AM | 1 Like Like |Link to Comment
  • Becton Dickinson Dividend Stock Analysis [View article]
    regardless of whether BDX is in line with its peers or not, I think paying 13x for a dividend yield of 2.5% that grows in the long term at ~10% (conservative estimates given doubling every 6 yrs since 70s is 12% per year) is a very attractive proposition. I initiated a position in the mid 70s, and hoping it pulls back a bit from here so i can add more :) i only got about 2/3 of my position established
    Jan 5 04:32 PM | 1 Like Like |Link to Comment
  • Banks In The Great White North: Bank Of Montreal [View article]
    prefer TD and BNS due to a different geographical business mix and dividend growth profile, but BMO would be the definitive 3rd cdn bank if i had to pick one. slower div growth but bigger yield, good pick!
    Jan 3 08:25 PM | 1 Like Like |Link to Comment
COMMENTS STATS
35 Comments
54 Likes