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smurf

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  • Are Income Funds A Suitable Solution For Investors? [View article]
    TWEIX from American Century is a good income fund with "average" expenses, at least in Morningstar's opinion.

    I have held it for years and quite well satisfied.
    Mar 24, 2015. 01:38 PM | Likes Like |Link to Comment
  • An Undiscovered Canadian Gem That Pays 6% [View article]
    Major downside on this company is the crushing debt.....d/e is 2.3 versus a category average of .7. Another is a p/e of 75, realizing that it's not that important for an eREIT. Still.......

    I would add my amen to what other commenters have stated: PPS at 52 week high, Canadian tax w/h, thinly traded etc.

    For me, one to avoid.
    Mar 24, 2015. 01:31 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan: Time To Get Bullish? [View article]
    Time to have been bullish was a year ago, not now near a 52 week high.

    Speaking of frontrunners, these analysts all issue "buy" bulletins AFTER a stock's had a run. Listen to them and you'll soon be parted from your money.
    Mar 24, 2015. 01:19 PM | 16 Likes Like |Link to Comment
  • Mr. Valuation's Best Ideas For Retirement And Dividend Growth Portfolios: Emerson Electric [View article]
    Chuck,

    Thanks for the article on EMR. I had put it on the back burner since the price had risen so much during the stock market inflation.

    However, while the pps is near a 52 week low, I think that the stock remains somewhat overpriced. Also, the P/E, as tracked on your graphs, is still kind of high at 15.

    I would be really interested in this stock with a price =< $50, which would be a compelling buy. Most analysts have fair value pegged at ~$69, but I agree that it will be a long slog to reach that plateau.

    Thanks.
    Mar 21, 2015. 10:27 AM | 1 Like Like |Link to Comment
  • Better 4% Dividend Stock: ConocoPhillips Or Occidental Petroleum? [View article]
    Why not buy both? An investor could come up smelling like roses regardless.....presuming that oil recovers, as it alway has.
    Mar 20, 2015. 08:08 PM | Likes Like |Link to Comment
  • Better 4% Dividend Stock: ConocoPhillips Or Occidental Petroleum? [View article]
    Why not buy both? I think an investor comes out smelling like a rose, regardless....presuming that oil prices recover as they always have.
    Mar 20, 2015. 08:06 PM | Likes Like |Link to Comment
  • A Moaty REIT With A Decent Margin Of Safety [View article]
    If all this is the case, why do O (and others) figuratively yell "EEK" when there's even a sniff of rising rates?
    Mar 20, 2015. 08:00 PM | 4 Likes Like |Link to Comment
  • Should Dividend Growth Investors Fear Interest Rate Volatility? [View article]
    Great article. Sounds like it could have been written by a veteran who's seen it all.

    I found little to disagree with and while reading, thinking that if you throw today's oil patch into the mix, there's enough to make your head explode!

    Regarding all the quoting of Chowder's Loser's strategy, I think a lot depends on the loser one is contemplating to sell. For example, I've ridden ESV down figuring that oil would be starting to recover by now.....WRONG! There's that 20/20 hindsight again!

    Thanks.
    Mar 20, 2015. 07:57 PM | Likes Like |Link to Comment
  • Vanguard High Dividend Yield ETF announces quarterly distribution of $0.462 [View news story]
    Best equity dividend ETF out there, IMHO.

    Not long VYM, but wannabee at a lower price.
    Mar 20, 2015. 02:28 PM | Likes Like |Link to Comment
  • Dim Expectations For The Conoco Dividend [View article]
    binky,

    Long COP ~$57. That would be my magic number for buying more, however I think there's a good possibility that it could go lower than that. If they even just maintain the dividend it would be a screaming buy at that time, IMO.

    Think holding for the longer term, though...oil prices will be depressed for a while, at least until OPEC gets tired of pumping at capacity to drive prices down.
    Mar 20, 2015. 02:26 PM | 1 Like Like |Link to Comment
  • Dividend Growth Stock Overview: Expeditors International Of Washington, Inc. [View article]
    Stock at 52 week high and dividend at 1.31%, think I'll pass.

    Interesting company, though.
    Mar 20, 2015. 12:58 PM | Likes Like |Link to Comment
  • Noble Corporation - Unloved And Undervalued [View article]
    Pip,

    I think you're right about the pricing, especially since OPEC seems bent on all out producing and flooding the market with oil, driving prices further down, so the U.S. drillers will be forced to curtail unprofitable shale activities, rendering the U.S. heavily dependent once again on OPEC and their price whims.

    This is why Obama's objections to pipeline projects like Keystone are so spurious. Besides pandering to his extreme left wing, what he really wants are oil prices kept high, which in his mind will encourage more pie-in the-sky green projects.

    I thought for a while that oil prices would recover this year, but now I'm agreeing with those who are looking at 2016 at the earliest.

    Long NE at ~$17 and may buy more. Long ESV at pre-crash cb, bought some more on the way down, but still in a big hole. Sux that they slashed div. by 80%, too. Doubtful that NE will sustain the div. Only makes financial sense that they cut it, just hope it's not too drastic.
    Mar 19, 2015. 10:49 PM | 1 Like Like |Link to Comment
  • Should Your Income Strategy Include Funds? [View article]
    A couple of Vanguard funds, Wellington (VWELX) and Wellesley VWINX), MIGHT be all the funds needed for a portfolio. One's equity tilted, the other bond . Low expenses, great track records. They would be good hedges against each other.

    Thanks.
    Mar 19, 2015. 04:08 PM | 1 Like Like |Link to Comment
  • Electric Utility Southern Company Is Oversold [View article]
    SO up nearly 2% today along with the rest of the sector as Yellen & Co. opted to cave to the powers that be and keep interest rates artificially low.
    Mar 18, 2015. 07:07 PM | 10 Likes Like |Link to Comment
  • Don't Over Think It: Buy AT&T [View article]
    Very nice article. I like the fact that you emphasized the risks, because so many authors tend to gloss over some of the more unpleasant potential scenarios on the investment they're recommending.

    I agree that T is undervalued and plan on initiating a position.

    Thanks.
    Mar 16, 2015. 11:44 AM | 4 Likes Like |Link to Comment
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