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  • Retired Dividend Growth Investors Are Lulled Into A False Sense Of Security [View article]
    After reading this silly article it only reinforced what I know to be true. If you buy crappy companies, then expect some of them to go bankrupt. It looks to me like you are stretching for yield.

    From my years of holding high quality companies, not one has ever gone bankrupt. Many have merged, spun off other companies, or been taken private. The few that have under performed the market have been more than made up for by the others. I can't even recall the last time I sold a stock, I just watch the compounding miracle happen.
    Jul 27, 2015. 07:12 PM | 6 Likes Like |Link to Comment
  • Portfolio Construction In The Utility Sector [View article]
    George- nice article.

    I'm long WEC, SO, LNT, ES (was NU) and PPL.

    WEC is my largest utility holding, and I'm keeping an eye on PPL and SO to add more if the price keeps dipping.
    Mar 15, 2015. 11:20 PM | Likes Like |Link to Comment
  • 10 European Large Caps Yielding More Than 3% [View article]
    Also, any insight into how Swiss and German companies dividends are taxed in American tax sheltered accounts (IRA's)?
    Jul 18, 2014. 09:23 AM | Likes Like |Link to Comment
  • Kimberly-Clark: The Healthcare Business Spin-Off Should Unlock Value [View article]
    Is there any indication that Halyard will pay dividends?
    Jun 6, 2014. 03:04 PM | Likes Like |Link to Comment
  • The Rally Nobody Noticed: Municipal Bonds [View article]
    Great article. I am just starting to learn about Muni bonds because I am in a high tax bracket, and would like to minimize my taxes. Must one purchase muni bonds in the state they live in order for them to be tax free? Also, what are your thoughts on a Muni Bond ETF like MUB?

    Thank you in advance.
    Apr 2, 2014. 01:14 PM | Likes Like |Link to Comment
  • A Pricier Amazon Prime Could Be The Wrong Step To Generate Profits [View article]
    slightly above average starting pay, and a bunch of restricted shares that don't vest for 5 years out.

    My main concern is the longevity of employment with Amazon. Any thoughts?
    Has anyone heard if Quidsi is remotely profitable?
    Mar 18, 2014. 09:59 PM | Likes Like |Link to Comment
  • A Pricier Amazon Prime Could Be The Wrong Step To Generate Profits [View article]
    Here is a question.... Would anyone choose to work for Amazon or one of it's subsiduaries in a professional job given the balance sheet and lack of earnings?

    It looks like they continue to hire more people, but what happens to all of those jobs if no earnings materialize, and revenue growth slows down?
    Mar 18, 2014. 09:11 PM | Likes Like |Link to Comment
  • Stryker Corporation: America's Fastest Long-Term Dividend Grower Trading At A 16% Discount [View article]
    They have had huge problems with turn over, that is why they use the psych test to only hire people who are willing to work in such conditions. The people that stay convince themselves that working 70+ hours a week is normal, and that putting the company in front of anything else in their life is acceptable. The joke at the NJ location is that the divorce rate for Stryker employees is more than 75%.

    They are a really good growing company, and have good benefits and competitive pay, but the culture is really quite extreme. I have heard that their California and Michigan locations are not as bad as the NJ locations.
    Mar 8, 2014. 11:25 AM | Likes Like |Link to Comment
  • Stryker Corporation: America's Fastest Long-Term Dividend Grower Trading At A 16% Discount [View article]
    Stryker is known for treating it's employees like slaves, especially in the North Jersey locations. They literally make everyone take a psych test to make sure people are dedicated to putting the company first before anything, and willing/able to work crazy hours. While I don't morally condone that treatment of people, having a crazy dedicated work devoted lemming work force is good for shareholders.
    Mar 7, 2014. 07:49 PM | Likes Like |Link to Comment
  • As Sysco Acquires U.S. Foods, Here Are A Few Reasons Why I'm Staying Bullish [View article]
    Gordon Food Service is a great private company, and has been taking SYY business for years. Not so much for Rheinhart, but they do have some regional strengths. The thing is, SYY is sooo large that GFS, and RFS really aren't even remotely close in market share. With SYY combining with US, this is huge. 25% of the market is massive. I took a little profit off the table to put into other holdings, but I think this is going to make a big impact on the industry. The deals and pricing SYY will be able to provide to customer's is really going to hurt the GFS, and RFS's of the industry. I want to see how the integration goes before buying more shares, but I see this as a massive positive for the stock, and long term holders.
    Dec 10, 2013. 03:19 PM | 1 Like Like |Link to Comment
  • AFLAC Incorporated declares $0.37 dividend [View news story]
    meh... Not to happy to see even less than last year.
    Oct 29, 2013. 06:58 PM | Likes Like |Link to Comment
  • With IBM Down, Buy And Sleep Sound Like Buffett [View article]
    Actually it has not broken the long downward channel. It is currently sitting at support there. Thinking of buying some soon, as it is a nice entry from a technical perspective.
    Oct 21, 2013. 10:28 PM | 1 Like Like |Link to Comment
  • Chevron: A Few Reasons Why I'm Staying Long [View article]
    Hi Heather,

    Can you comment on CVX's recent earnings history? It looks like earnings are trending down a bit, although I note some analysts seem to think things will pick up in 2014. Any thoughts you could provide on CVX's earnings would be appreciated.
    Oct 7, 2013. 10:51 PM | Likes Like |Link to Comment
  • Wait On Travelers, The Yield Will Get Higher Soon [View article]
    The dividend was raised by 8.69% this year. TRV and PC companies are really starting to get pricing increases, and I believe the "soft" market is turning. Long TRV.

    Nice article.
    Sep 20, 2013. 11:27 PM | Likes Like |Link to Comment
  • ConAgra Foods - Short-Term Overreaction, Too Early For Long-Term Investment [View article]
    Well one can always hope, haha. Perhaps they do a very small one just to say they increased it. The person I spoke to on the phone sounded like there would be some sort of announcement regarding a dividend increase. Nice to see S&P reiterated their "strong buy" recommendation.
    Sep 19, 2013. 12:30 PM | Likes Like |Link to Comment