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  • How To Identify A Market Reversal Before It Happens [View article]
    What criteria do you use to deterine if a stock is weak, neutral, or strong?
    Mar 30, 2015. 05:08 PM | 3 Likes Like |Link to Comment
  • Qualcomm: Huge Long-Term Growth Potential Based On A Legendary Investor's Ideals [View article]
    CDMA technology is not used by AT&T or T-Mobile, and more companies are now developing their own proprietary chips. Qualcomm is also losing the battle on their licensing royalties as more countries challenge the amount of royalties allowed. So their largest income source is looking a little shaky these days.
    Feb 18, 2015. 10:55 AM | 1 Like Like |Link to Comment
  • SPDR S&P 500 ETF Analysis: Using CapFlow And FROIC [View article]
    Wow! You've been busy. Thanks for this great list. Have you considered, or have you tested, using the FCF to Sales ratio (FCF/Sales). I plugged the sales figures for a list of stocks into my spreadsheet and did a quick test, and the results were amazing. Apple had a FCF to sales ratio of 27%, while Boing's was only 3%.
    Jan 23, 2015. 12:22 PM | 2 Likes Like |Link to Comment
  • AbbVie Provides Outlook For 2015: Let's Analyze It [View article]
    I'm getting very confused. Back on your Jan 15 article on Stryker I asked why you used FCF per share/market price per share vs FCF/market cap. You originally stated that you no longer use the per share data in your calculations (however I noticed your answer on that post has been deleted).
    I pointed out some major differences in outcome by using the per share formual vs the market cap formula. Could you clarify exactly which formuly you actually use? Free Cash Flow per share / Market price per share or Free Cash Flow / Market Cap.
    Jan 21, 2015. 07:55 AM | Likes Like |Link to Comment
  • Stryker Pre-Announces And Guides Lower: So Let's Analyze It Using Our Free Cash Flow System [View article]
    Peter, Thanks for the tip on the adjusted stock price on the ex-div date. I was using your formula from your 2nd article on Apple,
    Free Cash Flow Yield = Free Cash Flow per Share/ Market Price per Share.
    Do I understand correctly that you no longer use this per share formual for your calculations?
    Jan 17, 2015. 08:01 AM | Likes Like |Link to Comment
  • Stryker Pre-Announces And Guides Lower: So Let's Analyze It Using Our Free Cash Flow System [View article]
    Peter, I've been evaluating my current stocks as well as my watch list using your protocol. Can you explain why you use the FCF per share / share price verses FCF / market cap? I've used both calculations and most of them are close but some show a considerable difference. For instance GSK has an 8% FCF Yield based on per share data, but only 3% when using FCF to Market Cap. INTC is just the opposit with 5% based on per share data and 13% on FCF / Market Cap. All data is from Morningstar. Thanks for all your effort of this.
    Jan 16, 2015. 07:02 PM | Likes Like |Link to Comment
  • 5 Simple Ways To Beat The Market: Part 4 Of 5 [View article]
    All it will cost is a trading commission less than or equal to the cost of a sandwich, "and an expense ratio of 0.095%, or $0.95 on $1,000." Shouldn't that be $95.00? .095 is almost 10%
    Dec 11, 2014. 05:48 PM | Likes Like |Link to Comment
  • Real Estate ETFs For Growing The Retirement Portfolio [View article]
    KBWY looked very interesting at a yield of almost 5 % until I noticed the huge Bid/Ask spread of 16.5%.
    Oct 28, 2014. 08:23 AM | 1 Like Like |Link to Comment
  • The Fool-Your-Friends Income Portfolio [View article]
    John, As I read the prospectus on these funds, there is no guarantee that they will pay out in part or full on the date of maturity, so there does appear to be a little more risk here than meets the eye.

    Am I correct about this?
    Jul 24, 2014. 04:23 PM | 5 Likes Like |Link to Comment
  • The Time To Hedge Is Now! Do It For Less - Part I [View article]
    Mark, What kind of time frame do you envision between articles? I'd like to set up some reminders to watch for your future articles.
    Apr 30, 2014. 07:00 PM | 1 Like Like |Link to Comment
  • Stress Free Portfolio: Q1 2014 Results [View article]
    Nick, 43 holdings? That's more than the DJ 30 index. Why not just buy a good large cap dividend growth fund and let the experts do the selecting? That's sort of what you are imitating as is.
    Apr 6, 2014. 09:34 AM | Likes Like |Link to Comment
  • Altria Group's Free Cash Flow Is On Fire [View article]
    Good series of articles, I can see that this methodology will help select the strongest stock of a small group of stocks in the same industry. Was just wondering if you have done any back-testing on your strategy?
    Jan 15, 2014. 05:02 PM | 1 Like Like |Link to Comment
  • A 7.6% Yield From This High Quality Hotel Operator [View article]
    Actually Josh, most preferreds are issued at the $25 call price, and if you go to a site like you can find many that are currently trading in the high teens, well below their call price.
    Jan 2, 2014. 03:25 PM | Likes Like |Link to Comment
  • My Top 10 Highest Conviction Stock Picks! [View instapost]
    I admire your courage in posting your results and selections. Holding your 2012 selections until today would have produced another 44% so far in 2013, on top of the 34% in 2012. Nice job!
    Dec 8, 2013. 01:01 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club: Building A Sustainable Long-Term Dividend Portfolio (Part 1) [View article]
    Love this idea. I'm in and would will actually fund a portion of my own portfolio with the buy recommendations from this club, and track it seperately.

    One of the initial analysis I like to do when looking at dividend stocks is to determine what my yield on cost will be at some point in the future, I like to use 3 years because it's difficult to accurately project much farther out than that. So here's my first cut.


    Last 3 FY Avg. ROE 32.6% 31.8% 36.4% 23.0%
    Last 3 FY Avg. ROIC 17.6% 13.7% 18.7% 12.2%
    Last FY Div. Payout Ratio 51.8% 67.0% 53.5% 51.8%
    Last FY Debt/Equity 0.45 1.02 0.89 0.54
    Last 3 FY Book Value Increase Level Increase Increase
    Last 3 FY FCF per Share Increase Increase Level Increase

    Stock Price (9/15/13) 38.69 95.69 97.35 94.36
    Projected Div. next 12 mo 1.12 3.24 3.08 1.88
    Div growth past 3 yrs avg. 7.5% 7.3% 11.9% 13.5%
    Projected Div in 3 yrs 1.30 3.73 3.86 2.42
    Yield on cost in 3 yrs 3.3% 3.9% 4.0% 2.6%

    Based on projected yield on cost, and payout ratio, I would give MCD a slight edge. Of course, this would have to be balanced against projected sales and revenue growth rates as well as current valuation levels.
    Sep 15, 2013. 08:03 PM | Likes Like |Link to Comment