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  • AT&T declares $0.47 dividend [View news story]
    If I am accumulating for retirement income...

    It seems a stable stock that pays 5.6% and gives a 2+ raise each year could grow my income by 7.6+% / year.

    If my stock is growing in price, I get less re-invested dividends and the income growth gets watered down.

    long and loving T
    Mar 28, 2015. 02:56 AM | 5 Likes Like |Link to Comment
  • CEO Pay At Coca-Cola: Up Or Down? [View article]

    (1) "CEO Muhtar Kent had "respectfully requested forgoing any annual incentive award for 2014."
    - So the CEO shows some integrity and you complain?

    (2) "In contrast, Kent received a bonus of $2.2 million in 2013, but $0 in 2014."
    - 2.2 mill still sounds like a lot of money to lose yoy.

    (3) "because of the release of deferred performance share units (PSUs) earned for a 2010-2012 performance period."
    - Yup! they were earned based on his performance in those years. Basically he
    gave KO a 2-4 year loan on money he had already earned by contract.

    OK, I give up.
    What will Winters do if he gets his hands on KO?

    Chop it up, sell at the top and leave the employees and long term investors holding the bag.
    Mar 19, 2015. 08:52 PM | 1 Like Like |Link to Comment
  • The Fresh Market: Analyzing The Decision To Abandon California [View article]
    Looks like a smart move by TFM.

    California has slowed water infrastructure investment since the Wilson administration. Now that we are in another dry cycle, the agricultural regions are being squeezed for water. With reduced yield, the big boys will be first in line for the produce.

    "Food grows where water flows"
    Mar 19, 2015. 01:00 AM | Likes Like |Link to Comment
  • Message To McDonald's Management: Don't Sell The Real Estate Assets [View article]
    Thanks Steven,

    "While this may be a quick way to generate substantial cash and most likely give the stock price a pop, it would also leave the rest of the firm much weaker in the long run."

    ... the money quote.

    The "activist investors" tend to also be hedge fund owner/ manager traders looking for a quick buck before moving on the the next target.

    Although I hope for success for traders in general, I have a problem when manipulators ...create.. trading situations.
    Mar 19, 2015. 12:42 AM | Likes Like |Link to Comment
  • The Financial Folly Lurking Beneath Yellen's Patient Lack Of Impatience [View article]
    Interesting article David, but you need to flesh out more...

    (1) "Even if the current $83 trillion household wealth figure is adjusted for the GDP deflator, it still means that there has been a 40% gain in aggregate real household net worth since the turn of the century."

    Yes, but is there a link to the elimination of pensions in favor of 401K as retirement for workers since 2000? Seems your 401K is much easier to value than a pension with the variable of how long one might live.

    (2) "By contrast, real wage and salary income is only up by only 17% and median real household income is actually down from $57k to $52k or by nearly 10%."

    Yup, welcome to the expected (by the elites) effect of illegal immigration on farm, construction and other jobs that have the largest number of workers and dont require college training.

    .... but don't worry, the conniving captains of Silicon Valley and other venues are agitating for expanded H1-B visas for foreign employees at $0.60 - $0.70 on the dollar versus our kids that went to school here and in most cases have better GPA and experience.
    Mar 19, 2015. 12:04 AM | 2 Likes Like |Link to Comment
  • The Financial Folly Lurking Beneath Yellen's Patient Lack Of Impatience [View article]
    When in the 60's?
    Inflation was stoked during Johnson to help pay for Vietnam with inflated dollars and finance the Great Society boon dogle (Guns n' Butter).

    It seems a lot of folks were seeing the writing on the wall by 1968. If he sold around then he was just acting on the emerging consensus at the time. If he sold earlier he lost a big run up in prices.

    all the best
    Mar 18, 2015. 11:46 PM | Likes Like |Link to Comment
  • 4 Glaring Signs Of A GDP Let Down [View article]
    Dang it!!!
    Just when I got the aliens out of my chicken coop, I get global warming.
    Or cooling or what ever them smart fella's are calling it now.
    Mar 10, 2015. 12:05 AM | 6 Likes Like |Link to Comment
  • Emerson Electric: Are Acquisitions Necessary To Improve Returns? [View article]
    Thanks Willow Street for a well written article.

    HON is another stock related to the world economy. They are an $80B company with $10B in cash and a CEO that wants to go shopping.

    long EMR and HON, (and GE, CMI, LMT)
    Mar 9, 2015. 11:46 PM | 1 Like Like |Link to Comment
  • What If Your Share Price Stagnates... Forever? [View article]
    Thanks Eli,

    I'll take a 3% div with 5-7% yearly increase and stagnant price any time. Once I retire the price can go to the moon, since I will have constructed my money machine in the years prior.
    Mar 9, 2015. 11:28 PM | 1 Like Like |Link to Comment
  • Avista Corp.: A 4% Yield With 4% Dividend Growth [View article]
    Dang it Jack!!
    I've been flying under the radar with AVA since 2011. Was waiting to add below 30 but now all the Wall Street "smart money" will troll SA as usual and be screaming about buying AVA by next week. As if it were their own idea.

    well, thanks or your article anyway.
    Mar 9, 2015. 11:13 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson Presents Value Investors With Rare Opportunity [View article]
    Thanks Davis for your thoughtful article.

    I bought JNJ in Oct 2010 when Talking Heads were screeching the "end of days" for JNJ.


    long JNJ
    Mar 9, 2015. 11:03 PM | Likes Like |Link to Comment
  • Kinder Morgan sells first euro bonds [View news story]
    Lowering the cost of capital. I really appreciate my management team.
    Mar 9, 2015. 10:55 PM | 2 Likes Like |Link to Comment
  • Main Street Capital announces plans for secondary [View news story]
    I dunno,

    Maybe because market is expecting increased borrowing costs and this raises capital at a more attractive cost?
    Mar 9, 2015. 10:50 PM | Likes Like |Link to Comment
  • The Dividend Aristocrats: Should They Be A Part Of Your Investing Decision? (Part 1) [View article]
    Always great to read your articles, Mr. C

    .."particular purchase is a "compelling value" and that the stock is currently selling at a "discrepancy between the value of the business and the price.".."

    Yup, for me personally, this takes a leap of faith on what may be yet to come.

    Based on that, I added EMR to my portfolio last month and as long as Mr. Market keeps it in the 50's, I shall likely add with my collected March dividends.

    Dang it!
    now all the "smart money" will smartly follow what is posted on SA and drive the price up.
    Mar 3, 2015. 11:34 PM | 4 Likes Like |Link to Comment
  • Energy Inventories Rise More Than Expected [View article]
    Refinery shut downs for regular mantainence. Happens every year.
    New wrinkle this year are strikes by USW at refineries.
    Mar 3, 2015. 11:19 PM | Likes Like |Link to Comment