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  • 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, 2012. 10:44 AM | 1 Like Like |Link to Comment
  • Coca-Cola: The Correction Has Just Begun  [View article]
    One of several problems with this article is that it analyzes KO in relative isolation from the universe of stocks (except for PEP, MCD, and DPS). Most stocks in that universe, especially good dividend payers, are closer to their 52-week highs than to the lows. So there's been a broad-market, "rising tide lifts all boats" effect on KO that must be considered along with the stock's independent success.

    KO is a great, increasingly diversified company with iconic brand value. The brand name alone is worth a large percentage of the stock price. In my opinion KO has been beating out PEP in the marketplace.

    Perhaps the stock will pull back some temporarily in a market swoon, but long-term holders will continue to be rewarded. This is a "no-brainer" investment.
    Sep 7, 2012. 09:24 AM | 3 Likes Like |Link to Comment
  • Starbucks Stock Looking Hot And Toasty  [View article]
    Although SBUX has the advantage of selling an addictive product, the dividend is paltry and competition (esp. from McDonald's) will remain a huge problem going forward. I would invest in MCD at this point, not SBUX.
    Sep 7, 2012. 09:15 AM | Likes Like |Link to Comment
  • Altria: Reckless Dividend Raises Are Unsustainable  [View article]
    You might not get the chance to buy back much lower.
    Sep 7, 2012. 09:07 AM | Likes Like |Link to Comment
  • Lorillard Tobacco: Buy, Sell And Hold  [View article]
    LO is about in the middle of its 52-week range (as of today, 9/7/12). But the majority of stocks are at the high end of that range or making new highs. So LO is a reasonable buy right here, in my view.
    Sep 7, 2012. 08:38 AM | 1 Like Like |Link to Comment
  • Philip Morris Approaching The Sweet Spot  [View article]
    Teens are taking up smoking like crazy! You see them doing it everywhere. Sad but true.

    You can't legislate human behavior. The more smoking is painted as evil and unhealthy (which it obviously), the more the young immortals will smoke.
    Sep 7, 2012. 08:30 AM | Likes Like |Link to Comment
  • Lorillard Better Than Altria? Yes  [View article]
    Good article. I own PM (an obvious long-term winner) and might add LO based on this article. But in the tobacco space, my money's mainly on PM, which actually has growth ahead of it and is where MO was many decades ago.

    I do wish PM would pay down some of its debt, but I guess they know what they're doing. Smart management.

    Note: I feel sorry for people who smoke, but if they're going to smoke, they're absolutely going to smoke. I've talked my head off trying to get people to stop, to no avail. Better that cigarettes be supplied safely by law-abiding companies than by the black market.
    Sep 7, 2012. 08:18 AM | 1 Like Like |Link to Comment
  • Why Caterpillar Is A Value Trap  [View article]
    Like quite a few of the other commentators, I find this article almost comically biased against CAT. CAT will soar well over $100 on the first real signs of a global recovery. This company's products and services are too essential to just sweep under the rug. CAT is the dominant player in its field and has only become better-run in the lean years since 2008. My feeling is that any price under $90 is a bargain and I'm confident this will be proven in the years ahead.
    Sep 6, 2012. 12:29 PM | Likes Like |Link to Comment
  • Why Caterpillar Is A Value Trap  [View article]
    Indeed, all cyclicals aren't created equally. CAT is one of the best. Your dubious "analysis" completely overlooks the high quality and long reach of this company.
    Sep 6, 2012. 12:22 PM | Likes Like |Link to Comment
  • Why Caterpillar Is A Value Trap  [View article]
    Well, it's not "near the highs." It's near the lows.
    Sep 6, 2012. 12:20 PM | Likes Like |Link to Comment
  • Our Dividend Growth Portfolio Produces Our New Retirement Paycheck  [View article]
    Many good picks here, but 50 stocks seems like too many to follow properly. My own portfolio consists of 25 and that seems like plenty.

    Would suggest replacing MO with PM, which is much safer and has better prospects for dividend growth.

    ABT has been good running up to the spinoff but probably will slump thereafter. I'd replace it with a higher-yielding drug company. SO and KMB have in my view become overpriced.

    By the way . . .

    " . . . to provide my wife and me," not " . . . to provide my wife and I." Just saying. "Me" is in the objective case. Receives the action of the verb "provide." That makes it "me" and not "I."

    On the other side of the coin, you wouldn't say, "She gave it to I," would you?
    Sep 6, 2012. 08:05 AM | Likes Like |Link to Comment
  • This $4 Stock Yields 12% And The CEO Is Loading Up On Shares Now  [View article]
    Very, very risky just on its face. This is the sort of stock that dummies buy, eager to be fleeced. Avoid!
    Sep 4, 2012. 01:02 PM | Likes Like |Link to Comment
  • Peak Oil Myth: Debunking The Peak Oil Theory  [View article]
    I think you place too much faith in technology and the markets saving the day, Shaun. For everyone's sake, I hope your cornucopianism turns out to be right, but I have serious reservations. The skyrocketing cost of food is just one of an array of serious danger signals.

    In any case, I do not think you have "debunked" the Peak Oil theory---which is quite complex and nuanced---in any convincing way here. You have expressed your opinions nicely, that is all.
    Sep 4, 2012. 10:51 AM | 2 Likes Like |Link to Comment
  • Peak Oil Myth: Debunking The Peak Oil Theory  [View article]
    The author states, "Peak oil isn't just 'someday we won't produce as much.'. It's the theory that we'll have to produce less because we'll run out."

    The author does not properly understand Peak Oil theory. Peak Oil theorists DO NOT believe we will ever "run out" of oil. On the contrary, they believe that more than half all the oil ever produced by nature is still there in the ground. The question is how much of that oil we will actually be able to economically extract, despite advanced drilling technology. Probably far less than what remains. Couple that with a rising population and the spread of Western lifestyles, and supplies are likely to be pinched going forward. Prices reflect that already.

    The author underestimates future demand. He thinks we can smoothly switch to alternatives when pricing necessitates that. The jury is still very much out on how scaleable alternatives like natural gas are to mass transportation. Most of the things we use, including the computer mouse in your hand, are made directly or indirectly from oil. Even electric vehicles and wind farms have a huge oil component in their manufacture, use, and maintenance. Our society as we know it is dependent on oil in a myriad ways and always will be.

    Then there are environmental and political considerations. These are very important. For example, look at how unstable the Middle East is. These factors will create huge hidden costs in the future oil equation and the author hasn't considered them at all.

    Finally, since 2008 we've been in one of the worst economic contractions since the Great Depression---a contraction that followed, not coincidentally, a major spike in the cost of oil. In the boom times we're all hoping for, how abundant will oil be and what will be its cost?

    For many reasons, especially the gradual exhaustion of the "easy oil," the excess of supply over demand has become very narrow and is in danger of disappearing no matter how much expensive technology we pour into the ground. That's Peak Oil.
    Sep 4, 2012. 08:25 AM | 1 Like Like |Link to Comment
  • Piedmont: A Simple Business Model Within a Stable Market  [View article]
    PNY is a fine little company. A very safe investment with decent returns.
    Aug 31, 2012. 02:44 PM | Likes Like |Link to Comment