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  • Another Purchase In My Portfolio: Lockheed Martin [View article]
    LMT is a great company, no argument there. I just question the value at these elevated prices, nearly the top of the 52 week range. Most analysts peg fair value at around $110.00.

    Ditto for all the defense/aerospace folks.
    Jan 23, 2014. 11:04 AM | 1 Like Like |Link to Comment
  • Sanofi Is A Sound Income Investment [View article]
    pole65...

    Was going to be my comment, too.

    Plus, I don't trust the French govt. when it comes to business situations.
    Jan 23, 2014. 11:01 AM | Likes Like |Link to Comment
  • More Great Dividend Stocks From Great Britain [View article]
    Been seeing ESV mentioned in other places, too. Going to do some more DD.

    Good point on GSK regarding ALL the pharmas facing patent cliffs. So if they're all in the same boat, there's no relative disadvantage in that respect to any, and selection can be made on other metrics.

    Thanks for a concise yet informative article.

    Jan 23, 2014. 10:55 AM | Likes Like |Link to Comment
  • Low payout ratio sets stage for dividend boosts in 2014 [View news story]
    Well, money markets themselves were offering in excess of 10% dividends. The highest paying one back in those days was Kemper. And, of course, they were liquid.

    CDs offered rates into the teens, but of course the longer the duration, the higher rate they offered.

    Inflation was an issue to people who had large families to feed or variable rate mortgages. Gas was zooming up then, also.

    All this was the result of Paul Volcker strangling credit to kill inflation, which he eventually did.
    Jan 21, 2014. 03:40 PM | 1 Like Like |Link to Comment
  • Getting High Yield At Good Values [View article]
    Bret,

    As always, great investing ideas presented in a concise format. No eyes glazing over reading your articles!

    ABR seems like a kind of a hybrid between a BDC and REIT.

    Thanks.
    Thanks.
    Jan 21, 2014. 10:02 AM | 1 Like Like |Link to Comment
  • There's No Way I Can 'Butter My Bread' With This Healthcare REIT [View article]
    The growth rate table was pretty telling. I was kind of interested in HCP, but it's there with SNH in low growth.

    Thanks.
    Jan 21, 2014. 09:23 AM | 1 Like Like |Link to Comment
  • 2014 Strategies And Aligned Stocks: Part 3, Intel Corp [View article]
    Ray,

    Very good objective analysis of Intel. I think I like the new CEO and his methodical way of effecting the changes which will be needed. No question the company needs a new mindset and direction.

    Long INTC and will hold on because I think they will right the ship and move along nicely within the next year or so.
    Jan 21, 2014. 09:19 AM | 3 Likes Like |Link to Comment
  • Realty Income Vs. Gazit-Globe: Cult Stock Challenge [View article]
    P Y

    Perform your due diligence, go to the company's web site, where there is a full listing of their properties. It includes a number of prestigious medical facilities in addition to the usual retail suspects, which, incidentally, look pretty creditworthy.

    No doubt author is appreciative of your faint praise of his article. LOL
    Jan 19, 2014. 11:18 PM | 1 Like Like |Link to Comment
  • The Coffee Shop Knows II [View article]
    I think coffee shops are the same, no matter where. A lot of wit and wisdom to be gained there, and a lot of b.s. too. Barber shops are a lot like that, except one doesn't hit them twice a day. Personally, I like my barbers to agree with everything I say. LOL.
    Jan 19, 2014. 02:56 PM | Likes Like |Link to Comment
  • The Coffee Shop Knows II [View article]
    I want to know what your non-cerebral coffee mates (pun intended) talk about!
    Jan 18, 2014. 11:49 AM | Likes Like |Link to Comment
  • Get Better Investment Income In 2014 [View article]
    Invest in Vanguard's VWEHX, High Yield Corporate Bonds, yield 5.78%, and/or Vanguard High Yield Muni Fund, 4.12% yield. Not too shabby.

    With Vanguard, being the conservative outfit that they are, their junk fund portfolios are actually a lot higher quality and less risky than most other offerings of that ilk.

    Long both for years, and very pleased with each. Other than investing, no other affiliation with Vanguard.
    Jan 18, 2014. 11:26 AM | 2 Likes Like |Link to Comment
  • Main Street loses Buy rating at Raymond James [View news story]
    I follow BDC Buzz, and he's maintained that the stock is overvalued. I've wanted to buy in, so maybe this will be an opportunity. Can't see any other fundamental reason why it should sell off.
    Jan 17, 2014. 11:31 AM | 1 Like Like |Link to Comment
  • Why Dividends Matter, Part 3 [View article]
    BEGINNERS,

    No matter where you start, the three most important things you can do are research, research, research. Learn to read a balance sheet, how to do fundamental analysis, then research some more.

    Soak up all the information you can, which is myriad with the internet. Most of it's free, but splurge for premium subscriptions to organs like Morningstar and Value Line for objective analysis.

    Remember though, forums like SA are entirely OPINIONS, whether from authors or commenters. Do the research (there's that word again) and make up your own mind.

    Don't get discouraged, don't run with the herd and don't panic. Peter Lynch, one of the most successful fund managers ever, said that successful investors are only right 60% of the time.
    Jan 17, 2014. 11:16 AM | 5 Likes Like |Link to Comment
  • AstraZeneca: Should You Buy This 4.5% Yielder? [View article]
    Been watching, but not buying, AZN for a while. I think the stock price others are mentioning is "the rising tide which floats all boats" effect, and due to no fault of AZN's. And, it is drastically over analysts' fair value estimates of $56.

    Nice dividend, but payout ratio has been drifting up to where it's 75% TTM.

    I don't think that their patent cliffs are any more dramatic than some others, but are significant, nonetheless.

    I would buy this stock on a sector pullback. It's domiciled in the UK, so no foreign withholding on the dividends, but it only pays them twice yearly.
    Jan 17, 2014. 10:59 AM | Likes Like |Link to Comment
  • Exelon Corp.: Avoid This Utility Stock In 2014 [View article]
    embryo......

    Bold prediction. Wrong, but bold.

    Better do a little historical digging on EXC, and not just a couple of years.
    Jan 17, 2014. 10:15 AM | 2 Likes Like |Link to Comment
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