Seeking Alpha

keeladog

keeladog
Send Message
View as an RSS Feed
View keeladog's Comments BY TICKER:
Latest  |  Highest rated
  • Why ConocoPhillips' Dividend Is Not Great...Anymore [View article]
    For one thing, payout ratio is only 44%.
    Aug 22 03:39 PM | 1 Like Like |Link to Comment
  • Why ConocoPhillips' Dividend Is Not Great...Anymore [View article]
    I don't see any significant risk to COP's dividend. None.
    Aug 22 03:35 PM | 1 Like Like |Link to Comment
  • Philip Morris Hits 4% Yield Before Dividend Raise [View article]
    They had better start using some of that cash to pay down the debt. It's getting monstrous and that isn't a good thing heading into an era of higher rates.
    Aug 21 09:38 AM | 2 Likes Like |Link to Comment
  • Exxon Mobil Corporation: A Cheap Dividend Machine [View article]
    Exxon is as solid as a white oak tree.
    Aug 16 10:01 AM | Likes Like |Link to Comment
  • Why Chevron Is A Buy [View article]
    I would begin to get interested in CVX if the price fell quite a bit further, to the 100 range.
    Aug 15 12:59 PM | Likes Like |Link to Comment
  • A Substantial Rebound In Mosaic Stock Seems Inevitable [View article]
    Wonderful, in-depth analysis. Good job from start to finish.

    I do think that if potash prices continue to fall, as seems likely, the reality of that will drag the MOS (and POT) price lower too. Right now may be the "dead-cat" phase. So this might not be the very best time to jump in. But it's probably an OK time.
    Aug 15 10:32 AM | Likes Like |Link to Comment
  • The 4 Key Points To Look For In Businesses [View article]
    It's really odd that the author chose some tech companies as examples of companies with wide moats. Tech is notoriously vulnerable to competition. It's only a matter of time until competitors start fording those moats. "Complexity" is certainly no defense. Apple is a current example. Or, going farther back, Microsoft. Or Cisco. Or AOL. Yesterday's stocks, all.

    Now a water utility, there's a company with (almost literally) a wide, defensible moat.

    Otherwise a good article.
    Aug 15 09:24 AM | 1 Like Like |Link to Comment
  • What To Do Now With Caterpillar: Buy Or Stay Away? [View article]
    CAT is burdened by an enormous load of long-term debt ($40 billion). As a potential investor I'd have trouble swallowing that, particularly since interest rates are threatening to rise.
    Aug 7 12:39 PM | Likes Like |Link to Comment
  • Is Potash Corp. Of Saskatchewan Inc. A Buy? [View article]
    A dividend cut will crush the stock price, however.
    Aug 6 06:46 PM | Likes Like |Link to Comment
  • Potash Producers Look Expensive Even After Plunge [View article]
    I see POT headed toward the low 20s before the bloodletting is done. It's doing a weak dead-cat bounce; the smartest money will wait for further declines into that zone before buying.
    Aug 6 10:09 AM | 6 Likes Like |Link to Comment
  • PotashCorp: Market-Driven Potash Prices Are A Significant Negative For The Company [View article]
    Well, you might get a better price, but in the meantime you're missing out on the 4.75% dividend. So maybe it's a wash, depending.
    Aug 5 01:10 PM | Likes Like |Link to Comment
  • CF Industries: Buying $1 For 40 Cents - Follow-Up [View article]
    Actually, I think the article would have benefited greatly from the attentions of a professional copy editor. But then, what article wouldn't? That aside, it's a fine article and very smart.

    I think that any of these beaten-down fertilizer stocks are a great bet at this point.
    Aug 5 10:07 AM | 2 Likes Like |Link to Comment
  • Market Overreactions Equals Great Buying Opportunities [View article]
    Good article. And at last someone mentioned THE DIVIDEND!
    Aug 5 09:39 AM | 4 Likes Like |Link to Comment
  • PotashCorp: Market-Driven Potash Prices Are A Significant Negative For The Company [View article]
    This is a very shallow, superficial article. Potash prices will eventually improve, either through price agreements or secular increases in demand over time. There is plenty of incentive for producers to realign themselves to raise prices. As has been observed elsewhere, the crash in potash prices is mainly the result of a spat between two Russian CEOs. Russians are famous for fighting and then making up! Even if that doesn't happen, the global population is increasing at the rate of about a billion people per decade, and it's getting hungrier and hungrier for food products, esp. meat and dairy, that can be grown economically only with potash inputs. At some point the potash price will stabilize, and then it will rise again. It's down but certainly not out, as this article implies. In the meantime, if you're buying POT now, you get paid a div. yield of almost 5% just to wait. This company is Canadian, it's well-managed, it's in good financial shape, and it controls huge supplies of an absolutely vital commodity the demand for which is guaranteed to rise, barring some sort of dieoff of humans.

    I've rarely seen a better risk/reward ratio for a stock investment than POT at current prices. It could go a little lower, but few would argue that most of the damage has been done by this point.
    Aug 5 09:24 AM | 4 Likes Like |Link to Comment
  • Potash And The Fertilizer And Agriculture Companies: Don't Panic Is Rule # 1 [View article]
    Just hang in there. I think you bit a bit early. But you're in a good zone for the long run.
    Aug 3 07:32 PM | Likes Like |Link to Comment
COMMENTS STATS
203 Comments
167 Likes