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keeladog

keeladog
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  • Philip Morris - Not A Smart Investment Choice Anymore [View article]
    Accretive, not accreditive. Just saying, not lecturing.
    Mar 5 08:02 PM | 1 Like Like |Link to Comment
  • Gold: How Low Can It Go? [View article]
    Overall, and despite some recent evidence to the contrary, gold likes bad news. Going forward, the potential for bad news from all directions, especially unexpected ones, is ENORMOUS and outweighs rational reasons for optimism. Economically the planet is severely unbalanced, and that can only lead to trouble in the long run, as it has in the past. It might take a year or three or five, but a black-swan event is inevitable and it could take gold to record highs. For now, it's dead money and thus this is a logical time to accumulate it as part of a diversified program. Buy assets when they are hated, not loved.
    Dec 19 12:56 PM | 1 Like Like |Link to Comment
  • Badger Meter Management Discusses Q3 2013 Results - Earnings Call Transcript [View article]
    Badger Meter is a fine little growth stock, with a bright future. I've been very pleased with over the years.
    Oct 18 12:01 PM | Likes Like |Link to Comment
  • Don't Lose Hope On Philip Morris [View article]
    PM and MO myself. Esp. PM. May long live the right of individuals to make their own personal choices, to weigh costs and benefits.
    Oct 11 01:09 PM | Likes Like |Link to Comment
  • Don't Lose Hope On Philip Morris [View article]
    And so PM's buybacks are at more favorable prices.
    Oct 11 01:08 PM | Likes Like |Link to Comment
  • Don't Lose Hope On Philip Morris [View article]
    Yes, that was my own reaction to the title: Why should we be thinking about losing hope? PM is my largest position and I am a VERY conservative, careful, experienced investor.
    Oct 11 01:07 PM | 2 Likes Like |Link to Comment
  • Don't Lose Hope On Philip Morris [View article]
    The STEAM acquisition was smart. Those Arabs smoke like fiends!

    The comment about lots of young people starting smoking is on target. You see it everywhere. Anecdotal, but I pay attention to the evidence of my own senses.

    Europe is definitely a problem zone, but its population is shrinking anyway. The rest of the world will more than make up for the European problem. PM is smart and flexible enough to make the shift.
    Oct 11 01:05 PM | 1 Like Like |Link to Comment
  • Sell Exxon Mobil For Other Higher-Value Investments In The Oil And Gas Sector [View article]
    Good comments in this article about the reasons to invest in oil. but I don't agree that Exxon should be sold. Exxon has tremendous room to raise the dividend and buy back shares, and has in the past couple of years done so very strongly. I think it intends to continue to return mo' money to shareholders. I think Exxon is remarkably undervalued---probably because of its size. The company has arguably the best management of any oil company and will be around forever. It's an important part of a diversified energy portfolio and is the largest part of mine. (I also own CVX, COP, RDS.B, KMP, and various MLPs.)

    Also, XOM right now is at the low end of its 52-week range. So even if you were going to sell it, it's an especially bad time to do so.
    Oct 10 09:57 AM | 3 Likes Like |Link to Comment
  • Dominion Resources Catches MLP Fever [View article]
    Spinoffs very often do well.
    Sep 27 10:06 AM | Likes Like |Link to Comment
  • Attractive Valuations In The Airline Industry [View article]
    Any airline stock is a huge risk. Period. Good for gamblers, though.
    Sep 20 01:39 PM | Likes Like |Link to Comment
  • 3 Good-Yielding Stocks With Strong Growth Record And Strong Growth Prospects [View article]
    A menthol ban will absolutely kill LO. And there's a good chance it will happen. I've avoided LO for this reason. MO and especially PM are safer bets.
    Sep 20 10:26 AM | Likes Like |Link to Comment
  • Raises All Around: Dividend Increases For The Month Of August [View article]
    I don't usually make ethical comments about stocks, but Monsanto (MON) really is an incredibly evil company, as anyone who cares to look under the scab will discover.

    Roundup, along with breeding "superweeds" resistant to all herbicides and that are far worse than the weeds they evolved from, kills soil microbes that are essential to healthy soils capable of sustainable agriculture. Roundup-treated soil becomes hard and sterile; in time, yields will drop below the norm. Also, as weeds develop resistance, you need more and more Roundup---perfect for MON stockholders, right? Some farmers are starting to understand these matters and are stopping Roundup applications.

    Of course, that's only a tiny part of this company's crimes.
    Sep 20 09:22 AM | 1 Like Like |Link to Comment
  • Schlumberger Limited: Many Catalysts Will Drive This Undervalued Stock [View article]
    XOM has been hugely undervalued for a long, long time. But its day will come . . . eventually. In the meantime, decent secure dividends flow in.
    Sep 19 07:10 PM | Likes Like |Link to Comment
  • MLP Smackdown: Enterprise Products Vs. Kinder Morgan Energy Partners [View article]
    Even better (less fancy) would be "2 percentage points higher."
    Sep 17 10:30 AM | Likes Like |Link to Comment
  • Straight Shootin': The Truth About Ruger [View article]
    RGR has been a great stock for decades and keeps getting better. It will still be doing what it does 50 years from now, and maybe beyond, if it doesn't get bought out.
    Sep 16 01:26 PM | 1 Like Like |Link to Comment
COMMENTS STATS
202 Comments
166 Likes