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  • 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
  • 3 Reasons Why I'm Staying Bullish On Shares Of Potash Corporation Of Saskatchewan [View article]
    Merely quoting the company's website does not suggest any deep understanding of the very complex issues involved here, Heather. Nor does "strongly believing" in something.
    Aug 28 09:51 AM | 8 Likes Like |Link to Comment
  • Set Yourself Up To Let Compounding Work Its Magic [View article]
    I agree with AgAuMoney. Tim has his style, and if it draws on Buffett's, more power to him.
    Jun 19 09:53 AM | 7 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
  • Refresher Course: Master Limited Partnerships And Taxes [View article]
    Great article. I always knew the issue of holding MLP in an IRA was overblown. I've owned and sold and rebought many hundreds of units in several MLPs in my IRA since 1998 and never had a single peep of a problem.
    Jun 11 10:11 AM | 6 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
  • Dividend Stocks: Lose-Lose-Lose Proposition In Intermediate Term [View article]
    No true dividend investor "indiscriminately buys them at any price." We are, if anything, especially choosy.
    Jun 8 08:53 AM | 4 Likes Like |Link to Comment
  • Beware The Risk Of Stock Liquidation [View article]
    An intelligent article. It's so easy to forget how awful it is to be holding stocks when they perform one of these relentless swan dives. You think they can't get any cheaper, but they keep hurtling into the toilet. That's the time you want to be in a position to buy, meaning you must have lots of cash.

    I think this is an esp. dangerous time to be holding stocks. For example, the European problem is not remotely resolved, nor are our own budgetary and debt problems.
    Apr 17 03:39 PM | 4 Likes Like |Link to Comment
  • Why Dividend Growth Is My Investment Strategy [View article]
    Superb article. One of the best I've seen.

    Lowell Miller's "The Single Best Investment" is required reading for dividend-stock investors, in my opinion. It hugely influenced my investing style, and I haven't been sorry! It's the best book on stocks I've read since "One Up on Wall Street."

    Miller has a website where you can read his investment company's quarterly reports for free. He gives what amounts to stock tips there---things he's bought and sold and why. Highly recommended.

    One of the important points he makes in his books is that mathematical studies show that dividend stocks outperform bonds AND are no more risky than bonds, despite the conventional wisdom that they are.

    Congratulations again, Integrator.
    Feb 7 10:20 AM | 4 Likes Like |Link to Comment
  • 2 Required Holdings For Any Fixed Income Portfolio [View article]
    I don't know why people do such a song-and-dance over K-1s. Hand them over to your tax man; mine charges only a few bucks to process them.
    Jul 9 09:17 AM | 4 Likes Like |Link to Comment
  • 3 Retiree Dividend Stocks, 3 Others To Avoid [View article]
    Although I certainly agree about PM (which I own), the comments about PER (which I also own) make no sense to me. Twenty years from here is a VERY long time---certainly long enough for most retirees! Yes, the price has increased since the IPO, but not dramatically. Well, naturally the distributions are "limited" to unit holders---who else would get them? With oil prices looking like they will remain high basically forever, I don't see much risk here. The existing wells are producing, and more are to be drilled, and it's likely they will produce too . . . for many years to come. PER's yield is around 9% now. Even if that fell to 5% or 6%, I'd be satisfied.
    Mar 16 04:29 PM | 4 Likes 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
  • Dividend Stocks: Lose-Lose-Lose Proposition In Intermediate Term [View article]
    This article, although intelligently written, reflects the standard, conventional thinking that dividend stocks are, if not doomed, at least not desirable. How delighted I am that that view is returning to the markets! As a long-term dividend stock investor, I was very uncomfortable during the period in which dividend stocks were viewed as "hot."
    Jun 8 08:48 AM | 3 Likes Like |Link to Comment
  • Buy Caterpillar Now, At The Bottom Of The Business Cycle [View article]
    This article certainly fits in well with the "buy low" philosophy. CAT will reward patient investors in the long run, as it always has. In the meantime you get a rising stream of dividends.

    CMI is also very attractive (for the long run) at present.
    Oct 1 12:51 PM | 3 Likes Like |Link to Comment