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  • Pfizer: 7% Dividend Increase Makes It A Worthy Stock Pick For Income Investors  [View article]
    Especially when he mentions the dividend cut due to the Wyeth acquisition.
    Dec 17, 2015. 12:06 PM | 1 Like Like |Link to Comment
  • These 4 Dividend Stocks Are Poisonous To Your Portfolio  [View article]
    I did a search for the word "short" in the article, and it did not appear. Also, in the description at the top of the article of Mr. Owen's style, it is not stated that he shorts stocks. It is possible to avoid value traps without the risk of shorting stocks. Deciding what not to buy is at least as important as deciding what to buy, IMHO.

    Dividend Aristocrat status probably gives a stock a leg up, as it puts it on the radar of many investors. Mr. Owens appears to be pointing out that not all Dividend Aristocrats are equally good investments at this time.

    (Disclosure - I'm long WMT)
    Oct 23, 2015. 11:07 AM | 2 Likes Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 2nd Quarter 2015 Update  [View article]
    One oft-overlooked bit of wisdom is his statement "...I just used my available funds to reinvest in some of the stocks I already own." If something is good enough to hold, then it makes sense to buy more when it is on sale. (I added to COP yesterday.)
    Jul 14, 2015. 11:52 PM | 4 Likes Like |Link to Comment
  • Dividend Growth Divergence: CVS Health Vs. Walgreens Boots Alliance  [View article]
    Yes, well thought-out and informative. I'm long both and will probably stay that way, but with WAG at 24x, there's food for thought. Thanks.
    Jul 13, 2015. 11:12 AM | 1 Like Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 3rd Quarter 2014 Update  [View article]
    Great article - I'll have to read it more thoroughly when I'm not at work.

    Q - Would you consider selling a stock (MDT) when its status is changing in such a way (expatriation to Ireland) that you are going to have to pay cap gains anyway through no decision of your own?
    Oct 7, 2014. 09:59 AM | Likes Like |Link to Comment
  • Bed Bath And Beyond Has A Compelling Opportunity Here And Now  [View article]
    Do you think that it is possible that for products like kitchen ware and linens, people still like to browse is a real store? Maybe it's just me, but I doubt it. I can see that online retailers may have an advantage for infrequently-purchased, big-ticket items like home electronic products, but for the more mundane houseware products, many of which might be bought on impulse or bought to meet an immediate need, I can't help but think that bricks-and-mortar stores may have an advantage over online retailers. I would like to read your thoughts on this possibility. Thanks, and thanks for an informative article.

    I've been long BBBY for several years.
    Jul 2, 2014. 09:49 AM | 1 Like Like |Link to Comment
  • PNC: Worst year for mortgages since 1997  [View news story]
    "There is quite clearly much more capacity in the market right now than there is people who want mortgages.”

    I doubt that. More likely, housing prices have firmed up, wages have stayed low, and nominally American corporations are hoarding cash rather than hiring, so there are more people who want to buy a house than there are people who can afford to buy a house.
    May 28, 2014. 12:35 PM | 4 Likes Like |Link to Comment
  • Bank Of America's Insider Activity Is Puzzling  [View article]
    However well one knows a company, the insiders know it better - that's why they're called "insiders". While this may not be a red light, it sure as heck is a yellow one. (I don't own BAC and don't intend to buy any.)
    May 23, 2014. 10:15 AM | 5 Likes Like |Link to Comment
  • Anheuser-Busch InBev: A High Dividend Yield Buying Opportunity Presents Itself  [View article]
    Foreign companies don't necessarily have the same quarterly dividend payment structure that US-based companies do. The dividends can to up and down, or not be paid for one or more quarters. Since Anheuser-Busch InBev is based in Belgium, they are in that boat.
    May 13, 2014. 05:18 PM | Likes Like |Link to Comment
  • CH Robinson: The Supply-Shock Catalyst  [View article]
    As others have said, this is an excellent article explaining the nature of this business. I stumbled across is yesterday while reading Value Line, and it looked like the best value of several in the industry. Great job explaining the value of its non-capital intensive nature and its scalability.

    Do you see them expanding overseas going forward? I would think that their scalable business model would make this opportunity possible.
    Dec 12, 2013. 09:08 AM | Likes Like |Link to Comment
  • Teva Pharmaceuticals: Copaxone's Upcoming Expiration Continues To Depress Its Current Valuation  [View article]
    TEVA is about 38.50 this morning.
    Oct 30, 2013. 01:20 PM | Likes Like |Link to Comment
  • Bank Of America Is Too Big To Fail ... As It Should Be  [View article]
    You note that the big banks undertook "self-imposed Mid-Cycle Stress tests". "Self-imposed" implies that they designed the criteria, does it not? That fact that "All the banks passed with flying colors" could mean nothing more than they set a very low bar for themselves to jump over, did so, and declared victory. Whoopee.

    In 2008, the banks' size in and of itself would not have been a problem if they were not up to their ears in trash paper. The problem was that they were drowning in trash that they could not back up. If the federal government had not stepped in, most, including BAC, would have failed. Period. Since then, they have been showing their gratitude by fighting any sort of rational regulation. We can only pray that if they are again standing on the precipice, we do not throw them a lifeline, but rather let them live or die on their own merits, or lack thereof.
    Sep 18, 2013. 10:31 AM | Likes Like |Link to Comment
  • 3 Reasons It's Time To Take Profits In Bank Of America Shares  [View article]
    The comment "BofA is still facing significant litigation risks" makes me recall why I was always too chicken (or risk-averse) to invest in tobacco stocks. One difference, of course, is that tobacco stocks were more attractive because at least they tend to pay fat dividends.
    May 14, 2013. 03:38 PM | Likes Like |Link to Comment