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RSRinehart

RSRinehart
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ABBV, ABT, AGNC, ARR, AT, BGS, BT, BTE, CAT, CODI, CSCO, DD, DE, F, FLO, GE, HAS, INTC, KO, KRFT, LEG, LMT, LXP, MDLZ, MO, MRK, NLY, O, OHI, PCL, PG, PNY, SO, SYY, T, UL, UN, VOD, WAG, WM
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  • Baytex Energy Offers A 6.90% Yield And Production Growth [View article]
    Thanks for the link. I remember the article, I think it was what first got me looking at PBA. Bought a bit last month at close to $30, happy so far. Maybe you should get back in - do you remember why you sold it?
    May 16 02:06 PM | Likes Like |Link to Comment
  • Baytex Energy Offers A 6.90% Yield And Production Growth [View article]
    AA - Nice informative article. I've been watching BTE for a while but have not felt comfortable with it. Are you familiar with Pembina Pipeline Corp.? They operate pipelines in this same area of western Canada. I would be interested in knowing how they play into BTEs transportation problems, if at all. RSR
    May 16 12:15 PM | 2 Likes Like |Link to Comment
  • Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
    My simplistic view on rebalancing: I liken it to wearing a pair of pants with four pockets (or any number - your choice.) I start out with an equal number (or value) of coins in each pocket. Periodically, more coins are added to each pocket, representing increases in value, divis reinvested, etc. After a while I check the amount of coins (value) in each pocket. But one of the pockets has a hole in it - it contains less value than the others because some coins have leaked out. Do I then take coins from the increased value of the other pockets and "rebalance" the value of the leaky pocket? So that more of my added coins can leak out again? NO!! I may empty the leaky pocket (i.e. sell the stock) and move the coins to another, new, pocket. Or I wait for the leaky pocket to be 'fixed' (if I really like the 'pocket' and want to continue to 'use' it.) But I don't add any more of my coins to the pocket until I'm sure it has been fixed and leaks no more. My coins are all too valuable to take them from a good pocket and add them to a leaky one. RSR
    May 15 06:10 PM | 2 Likes Like |Link to Comment
  • Compass Diversified Holdings Points The Way To A 9.1% Yield [View article]
    Richard -- Thanks once again for the update on CODI. Good to know everything looks ok for now. Still long on CODI so I'm not going anywhere. Didn't think there was much to worry about.
    Hope you are feeling better and improving. RSR
    May 15 01:03 PM | Likes Like |Link to Comment
  • Spending on food for cats and dogs continues to surprise with industry sales threatening to topple the $20B mark this year. While many sectors are feeling the effect of consumer pulling back on spending, pet food companies have been able to keep their pricing power strong. Pet picks: Procter & Gamble (PG -0.3%), Colgate Palmolive (CAG -0.1%), Nestle (NSRGY.PK), Fresh Del Monte (FDP +0.2%). [View news story]
    Colgate-Palmolive is CL
    CAG is ConAgra
    Not sure which is being referenced here, but suspect you mean CAG.
    Apr 27 01:16 PM | Likes Like |Link to Comment
  • 5 Inflation Fighters Set To Fly [View article]
    Understand, I was not criticizing Phil's article. It was an interesting read, even though I don't dabble in options. I was initially critical of the misleading title, and subsequently his defensive and childish response. He could easily have said something like "Sorry I didn't think to change the title when the article got too long." Instead, he took the low road. Enjoy your penny Phil. RSR
    Apr 21 01:49 PM | 2 Likes Like |Link to Comment
  • 5 Inflation Fighters Set To Fly [View article]
    Lame responses. Self-righteous attitude. Can't handle criticism. You don't belong here. RSR
    Apr 20 08:28 PM | 2 Likes Like |Link to Comment
  • 5 Inflation Fighters Set To Fly [View article]
    Misleading article title. If you're only going to talk about one, don't advertise five! I won't be waiting for the other four articles. RSR
    Apr 20 12:13 PM | 2 Likes Like |Link to Comment
  • Procter & Gamble Delivers A Dividend Boost To Investors [View article]
    Agree, P&G is one of the best. Also in my core holdings, right up there with JNJ. RSR
    Apr 19 02:43 PM | Likes Like |Link to Comment
  • More on PepsiCo's (PEP) Q1: A large focus by the company on its operating system and price realization helps it manage to squeeze out more profits on tepid overall sales growth. A 4% gain in revenue for Frito-Lay North America helped offset a slip with PepsiCo Americas. On an organic basis, international beverage volume grew 6% and international snack volume rose 5%. The company sees growing profits by 7% in 2013 on organic revenue growth in the mid-single digits. PEP -0.1% premarket. (PR[View news story]
    Coca Cola owns Minute Maid, reasonably certain Pepsico owns Tropicana.
    Apr 18 10:51 AM | Likes Like |Link to Comment
  • Ackman's Hidden Gem Unveiled In A Recently Amended SEC Filing [View article]
    Twice?? Also long MDLZ.
    Apr 18 10:33 AM | 1 Like Like |Link to Comment
  • Omega Healthcare Investors: A High Dividend Yield REIT [View article]
    Brad -- Thought you were positive on OHI. Has your opinion changed, or is it a matter of OHI maybe being overpriced now? I bought OHI six months ago, mainly for the dividend income, and am up 30% on cost. Still like where it is for the divy. RSR
    Apr 13 10:59 AM | 1 Like Like |Link to Comment
  • It's March Madness: Nothing But Net For This Cinderella REIT [View article]
    You mean GO BUCKS!! O-H-I-O!
    Mar 25 10:48 PM | Likes Like |Link to Comment
  • Is Unilever Attractively Priced Today? [View article]
    RAS -- I have UL in a taxable account and there also is no withholding. Holding UN in a taxable account would result in taxes withheld which could be recovered on a form 1040. RSR
    Mar 24 11:21 PM | 1 Like Like |Link to Comment
  • Silver Wheaton Corp. (SLW) declares $0.14/share quarterly dividend. Forward yield 1.80%. For shareholders of record Apr. 02. Payable Apr. 12. Ex-div date Mar. 28. (PR[View news story]
    Nice. 100% increase after 30% cut (from .10) last year. SLW is solid.
    Mar 22 12:55 PM | Likes Like |Link to Comment
COMMENTS STATS
178 Comments
138 Likes