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  • Why I Will Swap These 2 Franchises [View article]
    It's odd; in the article, the author acknowledges MCD's remarkable flexibility in the past---how it changed its menu and interior design to keep up with the times. But when it comes to the future, the author seems to think that MCD has no flexibility whatsoever, and is thus a dinosaur in the making. Where's the logic in this?

    MCD will always have broader appeal than more specialized outfits like Chipotle and Panera. The latter are fine (if more expensive and riskier) investments, but MCD is still king and likely to be very hard to push off the hill.
    Feb 14 10:18 AM | 2 Likes Like |Link to Comment
  • 5 Dividend Growth Stocks For The Next 5 Years [View article]
    I consider XOM one of the true "no-brainer" stocks out there. EPD is another great outfit with far more upside than downside. But IF I had to put all my apples in one basket, I'd pick XOM. GE, IP, and BlackRock are much inferior.
    Dec 26 07:19 PM | 2 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
  • 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 10:51 AM | 2 Likes Like |Link to Comment
  • Chevron: Ready To Rally On Q2 Earnings [View article]
    I love CVX and will never sell it. I know, don't fall in love with your stocks. But I know a long-term hold when I see one. And this one I'm holding, and hugging.
    Jul 10 01:49 PM | 2 Likes Like |Link to Comment
  • Set Yourself Up To Let Compounding Work Its Magic [View article]
    The problem with many investors is that they watch their principal too closely. It will fluctuate wildly. Once you accept that fact, it's not so hard to stick with the plan. A focus on dividends is good mental therapy for achieving this, too.
    Jun 19 09:55 AM | 2 Likes Like |Link to Comment
  • Exxon Mobil's New Dividend Is Not Enough [View article]
    Let's say we had a big downdraft and the market fell sharply, and Exxon's stock price along with it. Then Exxon's yield, which is the centerpiece of your complaint, would be much higher.

    Everything is relative, Skafan. Long-term holders of Exxon have been richly rewarded. The yields on their original investments have compounded hugely and are much higher than the numbers you cite. And their unrealized capital gain is gigantic.

    Exxon's purchase of XTO was smart, not dumb. Yes natural gas is cheap right now but that won't last forever. As oil prices continue to rise, there will be more and more pressure to use NG, including possibly for transportation.

    Exxon is thinking years and even decades ahead, not just the next fiscal quarter. I like companies like that. Probably Exxon is not an appropriate choice for those who are focused only on the next dividend payment.

    Total is a good investment but it is considerably riskier than XOM in my opinion.
    Apr 28 08:08 AM | 2 Likes Like |Link to Comment
  • Exxon Mobil's New Dividend Is Not Enough [View article]
    I am satisfied with Exxon's dividend. The key thing is that it's been increasing every year. Also, as others have noted, Exxon buys back shares aggressively and that also benefits shareholders. As shares are bought back, your shares represent a larger and large slice of the pie. And, most important, Exxon has a very smart capital investment program that will bear fruit far into the future. I consider Exxon's management the most forward-looking of any in Big Oil. It knows that natural gas is the fuel of the future and is willing to take a hit to current earnings to build out that side of its business, even (or perhaps especially) while NG prices are weak. As someone who will own Exxon until I croak, I don't want to see TOO much of Exxon's capital pissed away on dividends. A balance is needed that favors future growth and stability. I feel that management is achieving a reasonably fair balance. It just gave us a huge dividend increase and here some of us are complaining. There's an old saying, "Give an inch and they'll take a mile."
    Apr 27 11:21 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan: Significantly Overvalued [View article]
    Time will tell, EFS. Valuation is an extremely subjective concept. My point is that KMP has never been overvalued for LONG-TERM investors in the stock. Never. Because, over time and on average, the stock price has continued to rise and continued to deliver a rising income stream.
    Mar 17 09:14 AM | 2 Likes Like |Link to Comment
  • Philip Morris - Not A Smart Investment Choice Anymore [View article]
    Accretive, not accreditive. Just saying, not lecturing.
    Mar 5 08:02 PM | 1 Like Like |Link to Comment
  • Gold: How Low Can It Go? [View article]
    Overall, and despite some recent evidence to the contrary, gold likes bad news. Going forward, the potential for bad news from all directions, especially unexpected ones, is ENORMOUS and outweighs rational reasons for optimism. Economically the planet is severely unbalanced, and that can only lead to trouble in the long run, as it has in the past. It might take a year or three or five, but a black-swan event is inevitable and it could take gold to record highs. For now, it's dead money and thus this is a logical time to accumulate it as part of a diversified program. Buy assets when they are hated, not loved.
    Dec 19 12:56 PM | 1 Like Like |Link to Comment
  • Don't Lose Hope On Philip Morris [View article]
    The STEAM acquisition was smart. Those Arabs smoke like fiends!

    The comment about lots of young people starting smoking is on target. You see it everywhere. Anecdotal, but I pay attention to the evidence of my own senses.

    Europe is definitely a problem zone, but its population is shrinking anyway. The rest of the world will more than make up for the European problem. PM is smart and flexible enough to make the shift.
    Oct 11 01:05 PM | 1 Like Like |Link to Comment
  • Raises All Around: Dividend Increases For The Month Of August [View article]
    I don't usually make ethical comments about stocks, but Monsanto (MON) really is an incredibly evil company, as anyone who cares to look under the scab will discover.

    Roundup, along with breeding "superweeds" resistant to all herbicides and that are far worse than the weeds they evolved from, kills soil microbes that are essential to healthy soils capable of sustainable agriculture. Roundup-treated soil becomes hard and sterile; in time, yields will drop below the norm. Also, as weeds develop resistance, you need more and more Roundup---perfect for MON stockholders, right? Some farmers are starting to understand these matters and are stopping Roundup applications.

    Of course, that's only a tiny part of this company's crimes.
    Sep 20 09:22 AM | 1 Like Like |Link to Comment
  • Straight Shootin': The Truth About Ruger [View article]
    RGR has been a great stock for decades and keeps getting better. It will still be doing what it does 50 years from now, and maybe beyond, if it doesn't get bought out.
    Sep 16 01:26 PM | 1 Like Like |Link to Comment
  • This Tobacco Giant Remains Attractive [View article]
    207,000 young people take up smoking each year in the UK alone. There's definitely a future in cigarettes. No, I don't advocate smoking, but millions of people smoke and millions of people will always smoke. Smoking helps people cope with life's struggles, and it does provide income for people like you and me, and for governments.
    Sep 11 09:03 AM | 1 Like Like |Link to Comment