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  • Truck Manufacturers In Trouble [View article]
    I am pro-CMI because of its advanced proprietary technology in natural gas engines, which I think are the wave of the future, esp. for companies with vast carrier fleets, like Fedex and UPS. Oil prices are likely to remain high and go higher over time, making NG engines more and more economical by comparison. CMI is demonstrably a superb company and you get paid to wait. Buy low . . . and never sell.
    Sep 14 10:46 AM | Likes Like |Link to Comment
  • Dad, Don't Buy Church & Dwight [View article]
    Although I don't think much of CHD's latest acquisition (Avid Health), this company's growth prospects vastly outstrip PG's or CLX's. This company is much smaller and thus has farther to go/grow.
    Sep 14 10:29 AM | Likes Like |Link to Comment
  • Church & Dwight: Acquisition Of Avid Health Could Propel Shares To New Highs [View article]
    Church & Dwight makes cleaning products. What in God's name do "gummy vitamins" have to do with its core business? Also, the latest research shows vitamin supplements to be more or less worthless in improving health. Granted, many people will still take them, but vitamins aren't the growth business they used to be.

    It's always a danger sign when companies acquire other companies with radically different products they know nothing about.

    I am considering selling my CHD shares on this development.
    Sep 13 02:37 PM | Likes Like |Link to Comment
  • Are Utility Stocks Getting Ahead Of Themselves? [View article]
    Excelon (not "Exelon") has become undervalued and unfairly trashed. It's the best buy in the utilities universe at this point.
    Sep 13 02:31 PM | Likes Like |Link to Comment
  • American Water Works: Growth And Income [View article]
    Good article. AWK is a great company with a great history AND a great future. I can't imagine a safer investment.
    Sep 13 02:22 PM | Likes Like |Link to Comment
  • What Is Philip Morris's Dividend Increase Telling You About Earnings? [View article]
    Why is Lorillard getting crushed? There is no news and almost no comments about it. What's going on? Anyone have a clue?
    Sep 13 01:45 PM | Likes Like |Link to Comment
  • A High Dividend Stock That's Ready To Rise [View article]
    MVO like other producers will benefit from improved drilling techniques. I think concerns about a premature severe collapse in royalty payments are way overblown. Global oil production is peaking so prices are likely to stay high or go higher; this too will provide support.

    MVO's area of operations is quite spread out geographically---another plus.

    I see this stock as pretty safe for at least ten years out from here. That's a long time to be reaping a yield ranging from 5% to 15%. Around 2022 will be time to think about pulling the plug. Comfortably far off.
    Sep 13 10:02 AM | 2 Likes Like |Link to Comment
  • 3 Oil And Gas Stocks Commanding Profits But With Minimal Debt [View article]
    Articles like this are worthless. Instead of analyzing why these stocks might be good investments, they are merely described. We can get that information easily elsewhere.
    Sep 13 08:57 AM | 1 Like Like |Link to Comment
  • Standoff: Altria Group Vs. Philip Morris [View article]
    I hope you guys are right that the plain-packaging initiative is not a big threat. The tobacco companies are fighting this tooth-and-nail, though, which suggests THEY are deeply concerned. I don't fully agree that the packaging is not particularly important. It helps distinguish one product from another. Cigarettes that are all wrapped the same boring, identical way lack the "cachet" of today's distinctive boxes and may even be perceived as less tasty. I do see this as a significant threat, although not a deal-killer. Let's see what happens to sales in Australia, esp. to sales of the best brands. A good test laboratory.
    Sep 12 10:18 AM | Likes Like |Link to Comment
  • Standoff: Altria Group Vs. Philip Morris [View article]
    I ask again: What about the plain-packaging initiatives? Anyone care to analyze that risk?
    Sep 11 10:00 AM | Likes Like |Link to Comment
  • Standoff: Altria Group Vs. Philip Morris [View article]
    Is no one worried about the plain-packaging initiatives? The new law in Australia is holding up so far, and other countries are considering similar laws. This is the biggest threat to big tobacco in decades.
    Sep 10 10:22 PM | Likes Like |Link to Comment
  • Caterpillar Is Oversold And Undervalued With High Yields [View article]
    Don't forget the excellent management, either. That's a "hidden" value.
    Sep 7 04:13 PM | Likes Like |Link to Comment
  • Kimberly-Clark Corporation: Dividend Stock Analysis [View article]
    I strongly agree with the gist of this. KMB has been severely overvalued for a while now. I've owned it in the past and like the company, which I think will gain some benefit from an aging population (e.g., people use diapers early in life AND at the end of life). But the stock price has become way too rich for my blood, the stock too risky.

    I'd be very interested in buying some if the stock fell to $50 or below.
    Sep 7 04:06 PM | Likes Like |Link to Comment
  • Jobs Report Favors Change [View article]
    I think the unemployment numbers are good news for investors, since they virtually guarantee the Fed will do QE3. The Fed chairman was clearly priming the pump with his statement last week. Now it will be easy and more politically palatable for him to follow through.

    Although I am not a huge Obama supporter, I prefer him to the very scary Romney/Ryan and will vote accordingly this fall no matter what. For one thing, Romney seems eager to get us into another Mideast war; at least Obama is winding that madness down (albeit three and a half years too late, if you ask me).

    Also, as a veteran who's been quite pleased with Veterans Affairs medical care, I'd rather have government-run health care than rely on the tender mercies of corporate insurance companies. ObamaCare is a step in the right direction, at least. A Canadian-style single-payer system would be best and we'll probably be forced toward that someday.
    Sep 7 01:15 PM | 10 Likes Like |Link to Comment
  • 4 High Yield, High Margin, Low Debt Small And Mid Cap Dividend Stocks [View article]
    I think SBR is safer than SDR, for a variety of reasons. Nine years is a very long time. Certainly SBR will be rock-solid for at least another five years from here.
    Sep 7 10:44 AM | 1 Like Like |Link to Comment