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arthur_bishop1972

arthur_bishop1972
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  • Philip Morris: Another Pullback, Another Opportunity [View article]
    Thank you for the rec, Adrian-appreciate it.
    Aug 10 08:30 PM | Likes Like |Link to Comment
  • 9 Stocks Sending More Cash To Shareholders With Increased Dividends [View article]
    Thk.s NV_GARY
    Aug 10 04:48 PM | 1 Like Like |Link to Comment
  • Weekly Intelligence For MLP Investors [View article]
    Thk u for the update along with the valuable info.
    Aug 10 04:39 PM | Likes Like |Link to Comment
  • Atlas Energy: An Unloved Value Play [View article]
    U want to look at DCF and coverage ratio for distribution.
    Aug 10 02:48 PM | 2 Likes Like |Link to Comment
  • Oversold Everywhere [View article]
    Thanks for your supportive reply.
    Aug 10 01:48 PM | Likes Like |Link to Comment
  • 9 Stocks Sending More Cash To Shareholders With Increased Dividends [View article]
    Of these, only MAIN is worth considering imo.

    WAG maybe (BIG MAYBE at that), but more b/c it's come down in price, and UNP and MPC for future pps growth-NOT the dividends.
    Aug 10 01:45 PM | 1 Like Like |Link to Comment
  • 9 Stocks Sending More Cash To Shareholders With Increased Dividends [View article]
    That Burger King div sure looks juicy.
    Aug 10 01:42 PM | 2 Likes Like |Link to Comment
  • Paragon Offshore: Classic Spin-Off With High Dividend Yield [View article]
    Thanks Qniform...forgot about that.
    Aug 9 08:29 PM | 1 Like Like |Link to Comment
  • What I Bought Over The Last 4 Months, And Why I Bought It [View article]
    Maybe you should change your handle to yestoalmosteverything ;-)
    Aug 9 08:11 PM | Likes Like |Link to Comment
  • Understanding The Rise In Mergers And Acquisitions Activity [View article]
    More uncertainty and opaqueness from an economy whose present and future direction(s) many cannot agree upon.

    Sounds like a good recipe for a sideways market. As a div and DG investor, that sounds just fine to me.
    Aug 9 03:28 PM | Likes Like |Link to Comment
  • Oversold Everywhere [View article]
    The increased uncertainty in the market is good for all of us, particularly the bulls.

    Some stocks are worth dipping into here-QCOM, BP, and T for example. Overall, using dividends to build some cash is smart right here imo.
    Aug 9 03:17 PM | Likes Like |Link to Comment
  • Philip Morris: Another Pullback, Another Opportunity [View article]
    Adrian:

    Congrats on having the shares on the spin-off. I wish I had mine (actually, they're in my wife's IRA) that long. I did get most (prob 80% or so) of the shares right after the tsunami in Japan (3/11/11) @ $62, and have been adding along the way, most recently at $84.66.

    Your last post poses some very good questions, particularly going fwd. Of course, I don't have a crystal ball, but I think that they are already winding down some of the cycle in reducing the buyback. They have managed to refi a lot of debt, at lower rates and due further into the future (sorry no links, but poster MM (above) has listed some of that info from time to time.

    As far as the div raise goes, I think the absolute low end is 4 cents (not gonna happen tho, imo) and the high end about 10 cents (a quarter, that is). Right now, I'm leaning toward the high end of that range, b/c anything less than 7 cents would largely (my opinion here) be looked upon as bearish, and send the pps back into the $70s. So...I think it will be 7-8 cents (28-32 cents a year) b/c I believe mgmt will want to allay any fears that the pattern they've established (with the div raise in particular) will change.

    I'm coming from a psych perspective, so I'm thinking in terms of what impact a particular div raise will have on investors-not from a fundamentals p.o.v. A 7 cent raise translates into a 7.4% raise tho, which I believe is the lowest % raise mgmt can get away with w/out sending the share prices significantly lower. Anything less will be seen as mgmt having doubts about the co's ST FCF situation.
    Aug 9 02:28 PM | Likes Like |Link to Comment
  • Paragon Offshore: Classic Spin-Off With High Dividend Yield [View article]
    I would have rather had the extra $ for my client to spend elsewhere-or an equivalent amount of shares of NE instead of a few shares of PGN.

    Even getting them in one large dividend chunk would have allowed reinvestment w/out having to pay a commission.
    Aug 9 01:58 PM | 1 Like Like |Link to Comment
  • State AGs gang up on e-cigarette industry [View news story]
    Just keep paying the dividends, gentlemen.
    Aug 9 01:54 PM | Likes Like |Link to Comment
  • A Closer Look At Targa Resources Partners' 2Q14 Distributable Cash Flow [View article]
    Thk u Ron. Appreciate your candor re on whether to buy or not too.
    Aug 9 01:11 AM | Likes Like |Link to Comment
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