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  • IBM Goes Soft: Few Realize That's A Good Thing [View article]
    Excellent analysis. You have put into words what I have intuitively felt for years. I could never understand the constant rants of "financial engineering" and "no revenue growth" while at the same time my dividend kept going up 12%, 15%, even 25% one year. Even as a former employee, this seemed like a good thing to me.
    Nov 6, 2015. 11:51 AM | 13 Likes Like |Link to Comment
  • Dividend Aristocrats Part 18 Of 52: Aflac [View article]
    It would be nice to see them start operating in another country so they aren't putting all their chips on Japan. Although they have done well there, as you mention it is a fading economy.
    Nov 5, 2015. 03:25 PM | Likes Like |Link to Comment
  • What To Expect From A McDonald's Domestic REIT [View article]
    Hopefully the shareholders would be smart enough to turn this down if it is ever proposed.
    Nov 4, 2015. 05:09 PM | 5 Likes Like |Link to Comment
  • Dividend Growth Stock Overview: TJX Companies Inc. [View article]
    I bought this stock many years ago as one of Louis Navellier's newsletter picks, and it has become a 12 bagger for me. Unfortunately I didn't have much cash to invest in those days, but still it's been better than a sharp stick in the eye.
    Oct 30, 2015. 02:28 PM | Likes Like |Link to Comment
  • Stop Hating IBM: It's Enormously Profitable [View article]
    Just like death and taxes, there are three things you can be sure of in this world:

    1) If you write an article suggesting Apple is not the most perfect company in the world, you will be besieged on Seeking Alpha.

    2) If you write an article on GE that does not claim Jeff Immelt is the world's worst manager since Nero or Attila the Hun, you will be attacked on Seeking Alpha.

    3) If you write an article on IBM that does not claim that only financial engineering is keeping it from bankruptcy, you will be assaulted on Seeking Alpha.

    I guess you opened door 3. But personally I agree with you 100%.
    Oct 29, 2015. 08:41 PM | 11 Likes Like |Link to Comment
  • Are Valeant's Problems Contagious? [View article]
    I am not sure any business model which involves gouging the customer as much as possible as often as possible has a long term chance of success. I certainly am not willing to risk my money on it.
    Oct 24, 2015. 02:58 PM | Likes Like |Link to Comment
  • McDonald's Q3: Time For A Reality Check? [View article]
    I recommend anyone reading this article take a look at the author's profile. Seems to make a living from attacking corporations. Nothing illegal about that, but not a source I would use for unbiased investment advise.
    Oct 21, 2015. 04:35 PM | 3 Likes Like |Link to Comment
  • IBM: Not As Bad As It Appears [View article]
    A typical IBM dividend payout over the past 10 years. Why Warren Buffett (and many retirees, especially me) love IBM:

    2015 $38,500
    2014 $32,595
    2013 $28,150
    2012 $25,187
    2011 $22,224
    2010 $19,260
    2009 $16,297
    2008 $14,816
    2007 $11,852
    2006 $8,890
    2005 $5,334
    Oct 19, 2015. 09:09 PM | 11 Likes Like |Link to Comment
  • 2 Different Ways To Look At General Electric Q3 Results [View article]
    Excellent news on the report. It makes me glad I was not foolish enough to sell out my position just as things are beginning to gel.
    Oct 16, 2015. 02:34 PM | 8 Likes Like |Link to Comment
  • IBM: The Future Looks Exciting [View article]
    As one who has held IBM for 50 years and expects his grandsons to hold it another 50 years, 5 years is a mere heartbeat away. It is certainly significant to this IBM stockholder. By then I expect to be receiving $75,000 or more in dividends each year from nanotube CPUs among other things in the pipeline.
    Oct 8, 2015. 08:20 PM | 9 Likes Like |Link to Comment
  • McDonald's: The Next 3 Months Are Time To Pay Attention [View article]
    McDonald may indeed be overpriced for it's current business. The problem with waiting to see if the turnaround is a hit or not before purchasing is that by that time it will be even more highly priced.

    In the end it is a gamble. If you believe (as I do) that it will turn things around, you need your money on the table now.
    Oct 7, 2015. 11:32 AM | 3 Likes Like |Link to Comment
  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors [View article]
    Unfortunately the stock market seems to agree more with Michael Blair than the Apple enthusiasts. I forgot who it was who originally pointed out the difference between a company's stock and its products, but Apple seems to represent it in spades.

    Fortunately the stock is up many times over the price I originally bought it for, but it sure has been a dog lately.
    Oct 2, 2015. 03:31 PM | 3 Likes Like |Link to Comment
  • IBM updates cloud app platform, announces $1B cloud deal, discloses carbon nanotube advance [View news story]
    And let us not forget about financial engineering. I'm sure the invention of nanotubes was actually bought from Facebook, Twitter, or another scientific leader with money borrowed from Wall Street.
    Oct 1, 2015. 05:10 PM | 1 Like Like |Link to Comment
  • My Top 10 Dividend Growth Stock Portfolio, Including American Capital Agency Instead Of McDonald's [View article]
    One small factor in comparing your two charts; MCD dividends are taxed at 15%, AGNC could be as much as 35% depending on your tax bracket.
    Sep 30, 2015. 12:32 PM | 1 Like Like |Link to Comment
  • Microsoft's 16% Dividend Increase Cements Legendary Dividend Stock Status [View article]
    Indeed MSFT has become another IBM when it comes to dependable, year after year double digit increases in dividends. Glad to own both. Now if APPL would get with the program it would be a great trifecta to own.
    Sep 16, 2015. 01:19 PM | 2 Likes Like |Link to Comment