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TraderJoeF

TraderJoeF
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  • Watch List Performance Review [View instapost]
    Pity about CDE....What do you think about it now? I'm underwater on a very small position. So minute, in fact, that it is only consequential as a placeholder, so to speak.
    Jun 2 01:09 AM | Likes Like |Link to Comment
  • Big Tobacco Dividend Analysis [View article]
    Well, record players evolved into MP3 players, phone booths turned into cell phones, and Billy Beer is just another brand in a long line of alcoholic beverages. So I like the sound of those odds. I'm stickin' with my PM and MO.
    Mar 19 01:02 AM | 2 Likes Like |Link to Comment
  • Altria: This 5% Yielder Is My Next Buy [View article]
    Bravo!
    Mar 2 11:26 PM | Likes Like |Link to Comment
  • High-Yielding Hasbro Increases Dividend 7.5% But I'm Toying With Selling The Stock [View article]
    2013 net earnings were 2.23, excluding one time costs around 2.83....So that puts the payout ratio at 60% to be kind, I guess...Which isn't as bad at the 77% payout ratio when you look at the 2.23 number. Of course, the forward dividend is 1.72. Which numbers are you looking at?
    I'd be delighted to be incorrect.
    Feb 17 10:44 PM | Likes Like |Link to Comment
  • High-Yielding Hasbro Increases Dividend 7.5% But I'm Toying With Selling The Stock [View article]
    I have indeed been thinking to sell my HAS as well. The high payout ratio is iffy for me, and the long term capital gains make it easy for me to reinvest in something a little more classical. High PE, high dividend payout ratio, more kids using ipods, ipads, iphones...Granted they have some great licensing deals and they are a fine company that I admire. But I may be better suited into the bread and butter companies after cutting HAS loose.
    Feb 17 01:18 AM | Likes Like |Link to Comment
  • Walgreen Stock Is Overvalued And It's Time To Take Profits [View article]
    So, my yield on cost now with my WAG position is now around, what, 4.2%. I locked in an amazing yield, and rising, on an extremely high quality and well diversified company. I could understand an investor that buys at 50 may not have that kind of initial yield and therefore may not be emotionally invested into the company like that. But I consider buying at 30 in 2012 a rare, rare gift. It was a confluence of issues- the Express Scripts argument caused people to doubt WAGs earning power. The stock fell to 36. Then, the Alliance Boots acquisition. How could WAG be borrowing billions of dollars! Oh, the horror. With the Express Scripts uncertainty, and the borrowing, oh, Wall St was in all sorts of tizzy. Sell sell sell! Oh dear God, this company is going down.
    Then they resolved things with ESRX, and the street realized they borrowed the money for the Boots acquisition super cheap, and they realized there would be all sorts of cost synergies with the acquisition, and they realized that Europe has a lot of aging people in need of meds too...Ooops, our bad...Stock went back up.
    WAG in the low 30s was a rare, rare, lucky occurrence. I don't think it will ever happen again in my lifetime, and I am not about to sell my shares and wait to see if it happens.

    HOWEVER- I like that you give an opposing view, because that is what makes a market, and, quite honestly, I want the shares to be pushed down again so that I can buy more in the future if I so desire. So I'll shut up now. Carry on, good sir!!!:D
    Jan 23 08:05 PM | 3 Likes Like |Link to Comment
  • Walgreen Stock Is Overvalued And It's Time To Take Profits [View article]
    Alliance Boots synergies, ABC synergies, baby boomers retiring and needing their meds....Walgreens is, in my opinion, in the sweet spot of demographics and commerce. I think they will crank out crazy cash in the coming decades, and return it to me in the form of dividends. I have accumulated shares at around 30 since July 2010 and do not plan on selling my shares- ever.
    Jan 23 07:14 PM | 1 Like Like |Link to Comment
  • Dumping McDonald's And Buying This Stock Can Boost Your Portfolio [View article]
    India is primarily vegetarian...MCD is fine for me. I'll buy the MCD you sell. "Burger King" might be a turn-off over there.
    Either way, MCD management is talking about investing in infrastructure in emerging markets, and I believe 'em. Adding to my MCD soon.
    Jan 9 12:46 PM | Likes Like |Link to Comment
  • Target Comes Out Ahead Vs. Wal-Mart And Family Dollar [View article]
    WMT dividend in 2003 was .36. WMT dividend in 2013 was 1.88.

    Thus, WMT dividend's 10 year growth rate was 17.97% per year, not 11.73% in the above article.
    Dec 27 01:52 AM | 1 Like Like |Link to Comment
  • Investing In An Abnormal (And Very Tough) Time [View article]
    Very, very nice article. Great writing, great stuff. Thanks for writing.
    Nov 8 01:47 PM | 2 Likes Like |Link to Comment
  • An "industrial dance … choreographed by Goldman"" and others has cost consumers $5B or more over three years by driving up the premium on aluminum in the spot market, The NY Times says. Since Goldman bought Metro International Trade Services in 2010, warehouse customers' wait for deliveries has gone from six weeks to 16 months. The strategy allegedly involves paying incentives to encourage banks, hedge funds, and traders to renew aluminum leases and then shifting that metal from one warehouse to another in order to comply with regulations which require 3K tons to be shipped each day. Banks may also derive a trading edge from the "valuable market information" they collect by controlling warehouses, the Times notes. (previous[View news story]
    http://bit.ly/1aDada1

    http://huff.to/1aDada2

    There was an article on Bloomberg too which I can't find.

    From 2011.
    Jul 22 02:05 AM | Likes Like |Link to Comment
  • How To Increase Current Yields With Master Limited Partnerships [View article]
    Some of these comments are hilarious. Lighten up, guys. DGI is not suggesting EPD is a sell, he is merely sharing his personal investment journey.
    Let me try to make this easier for you. DGI buys EPD at, say, 42 in '11. Right? Let's say he buys 24 shares at cost of $1,008. So this year he is looking at his future 12 month dividends. His EPD position will yield him $65.28 in distributions for the next 12 months.
    However, if he sells his 24 shares of EPD now, at 62 apiece, he will have $1488 of dry powder. He feels ok swapping MLP for MLPs, so he chooses to allocate to KMI, KMR, and OKS. He is locking in an average yield of 5.13% with his new purchases. So he has just raised his distribution income to $76.33 for the next 12 months, trimmed an overvalued position, and further diversified his portfolio, all in one fell swoop.
    I totally dig it.
    Jul 17 12:23 PM | 4 Likes Like |Link to Comment
  • Biozoom (BIZM.OB) came off a trading suspension Wednesday and plummeted 87% during the session. Trading was halted by the SEC on June 25 due to a "lack of current and accurate information" (pdf). Since then, the regulator has sued 10 Argentine citizens alleging they illegally sold millions of BIZM shares. The lawsuit, combined with the trading suspension, "demonstrate the SEC’s ability and commitment to act swiftly to halt ongoing illegal conduct and preserve assets," the SEC's associate director of enforcement said. SA Pro contributor Ashraf Eassa called it on two separate occasions (here and here). [View news story]
    Nice work Ashraf.
    Jul 11 12:42 AM | 1 Like Like |Link to Comment
  • Clorox Hikes Dividend, But Is It A Buy At Current Levels? [View article]
    Yahoo finance has the adjusted price (adjusted for splits and dividends) at the numbers I quoted. DGI's numbers represent the unadjusted price.
    May 22 10:13 AM | 2 Likes Like |Link to Comment
  • Clorox Hikes Dividend, But Is It A Buy At Current Levels? [View article]
    alg,

    In 2003 CLX traded from 29-37 so your current yield on cost would be 7.7% - 9.8% depending on when you bought it.
    May 21 10:00 PM | Likes Like |Link to Comment
COMMENTS STATS
38 Comments
45 Likes