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keeladog

keeladog
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  • 5 Stocks Delivering The Gift That Keeps On Giving [View article]
    I suggest Middlesex Water (MSEX) as a better alternative to Connecticut Water. Better dividend yield, better financials (in particular, MUCH less debt). Higher payout ratio, though.
    Sep 21, 2012. 01:03 PM | Likes Like |Link to Comment
  • 3 Reasons Why You Should Buy Caterpillar Today [View article]
    The Bucyrus acquisition was exceptionally smart and well-timed. It will drive CAT profit growth for decades to come.
    Sep 21, 2012. 11:14 AM | Likes Like |Link to Comment
  • 3 Reasons Why You Should Buy Caterpillar Today [View article]
    I like them BOTH. They aren't a case of either-or.
    Sep 21, 2012. 11:13 AM | Likes Like |Link to Comment
  • How Much Is Philip Morris Worth? [View article]
    I've been a successful stock investor since 1998 without reading "formula" papers, thank you. I go with strong companies with rising dividends and wide moats.
    Sep 20, 2012. 06:47 PM | Likes Like |Link to Comment
  • How Much Is Philip Morris Worth? [View article]
    We may not know how much PM is worth, but "valuation" articles like this, with their ranks of formulas, are almost entirely worthless. Why? Because they can't factor in the enormous intangibles, including (among many other things) the future direction of the markets.
    Sep 20, 2012. 12:40 PM | Likes Like |Link to Comment
  • Valuing Big Tobacco, Part III [View article]
    No, it won't stop people from buying cigarettes, but it might discourage people from buying the premium brands. If you don't think the legislation is going to have much of an effect, why do you think the tobacco companies are spending millions to fight it?
    Sep 20, 2012. 12:29 PM | Likes Like |Link to Comment
  • ConocoPhillips: Can Oil Continue Its Bull Run? [View article]
    Great article. The cornucopian myth that we'll never face absolute declines in supply is ridiculous and needs to be punctured.

    What's more, as population (not only of people but of internal combustion engines) rises, demand for this critical source of energy and so much more is unlikely to go south.

    Big Oil is a no-brainer investment, and COP is about the best.

    The sarcasm expressed by placing quotation marks around the word "play" is also appreciated. I intensely dislike that overworked word. I don't think stocks are toys.
    Sep 19, 2012. 10:48 AM | 3 Likes Like |Link to Comment
  • Lorillard: Growth Will Be Limited Moving Forward [View article]
    I agree with laffs4sale that the risk of a menthol ban is still very real.

    Since Lorillard depends heavily on its menthol brand Newport, I'd avoid that stock. MO and PM remain the best bets.
    Sep 19, 2012. 10:33 AM | Likes Like |Link to Comment
  • Valuing Big Tobacco, Part III [View article]
    Have you factored in the risk of plain-packing legislation? I feel that that bears directly on valuation.
    Sep 19, 2012. 10:31 AM | 1 Like Like |Link to Comment
  • Kimberly-Clark: International Growth Eclipses Low Birth Rate [View article]
    What this article misses is that KMB also makes "diapers" for the elderly, a fast-growing population. So what one hand takes away, the other gives!
    Sep 18, 2012. 10:37 AM | Likes Like |Link to Comment
  • 3 Reasons To Avoid BP At Current Levels And Consider Both Chevron And Exxon Mobil [View article]
    BP is a scurrilous company and long has been. Exxon, Chevron, and RDS.B, all of which have cleaned up their acts considerably, would be much better alternatives, indeed.
    Sep 18, 2012. 09:58 AM | Likes Like |Link to Comment
  • High-Yield Ex-Dividend Opportunities To Consider And Avoid [View article]
    Lorillard is terribly risky because of a possible pending ban on menthol-spiked cigarettes, which are Lorillard's biggest seller by far (Newport). Avoid.
    Sep 17, 2012. 10:03 AM | Likes Like |Link to Comment
  • The Market Is Incorrectly Valuing These 3 Companies [View article]
    The oddity with SBR is that share prices have been weak despite rising oil prices. Perhaps this represents a good buy as the author states.
    Sep 14, 2012. 11:23 AM | Likes Like |Link to Comment
  • Clean Energy Fuels Is A Must-Buy Stock To Play The Changing U.S. Energy Landscape - Part 1 [View article]
    A natural-gas revolution is quietly under way in America. It's so potentially huge and sweeping that it could to slow or even reverse American's economic decline. NOW is the time to buy companies that are investing in this technology and infrastructure. Not later. Now, while the doubters and gloomers still abound.
    Sep 14, 2012. 11:05 AM | Likes Like |Link to Comment
  • Clean Energy Fuels Is A Must-Buy Stock To Play The Changing U.S. Energy Landscape - Part 1 [View article]
    I agree. LNG is the future for long-distance trucking. It's starting to happen. Ignore this trend it at your own investing risk.
    Sep 14, 2012. 11:01 AM | Likes Like |Link to Comment
COMMENTS STATS
220 Comments
179 Likes