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Quin

Quin
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AFL, ED, EQU, KMI, KO, MO, PEP, PG, WAG
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  • Now Is The Time To Consider Consolidated Edison [View article]
    Great article. Thanks for all the points that help sort out my thought.

    ED is great company considering its moat. However, as you mentioned out, I don't like the fact of its mere 0.9% annual dividend growth. I'll consider to initiate to buy at $50 (yield at 5%). It will be even better if the price drops to mid 40s.
    Jul 3 02:06 PM | Likes Like |Link to Comment
  • Altria: Great Stock But Overheated Now [View article]
    My entry point is $34.50. Hopefully the price will drop to this point.

    Initial yield rate 5%, average dividend growth rate 8%. It will takes 9 years to achieve annual return 10%. This company is a good play for dividend investors.
    Apr 24 07:35 PM | Likes Like |Link to Comment
  • Altria: Great Stock But Overheated Now [View article]
    My entry point is $34.50. Hopefully the price will drop to this point.

    Initial yield rate 5%, average dividend growth rate 8%. It will takes 9 years to achieve annual return 10%. This company is a good play for dividend investors.
    Apr 24 07:35 PM | Likes Like |Link to Comment
  • Is Walgreen A Forever Stock? [View article]
    "I'm always conflicted though as to taking the capital gains or holding on for the increasing income. If I sell now, the gains would equal several years of the current dividend. That's nice and all. The problem is that I'm not having much luck finding another dividend stock with a good dividend growth rate that I want to buy right now."

    I have similar conflicted thought about capital gains and dividend income. Anyone has any good suggestions? Thank you.
    Mar 27 06:51 PM | Likes Like |Link to Comment
  • Is Walgreen A Forever Stock? [View article]
    Hi Richard,
    As you explained well, YoC is not a good indicator to make decisions. Can you help to advise your guidelines to buy and sell stocks? Thanks in advance.
    Mar 27 06:49 PM | Likes Like |Link to Comment
  • Is Walgreen A Forever Stock? [View article]
    I like the method you analyze the company/stock. Very convincing. Thanks.
    Mar 27 06:01 PM | Likes Like |Link to Comment
  • Kinder Morgan Debt Analysis [View article]
    Hi FAF Research,

    Thanks for the analysis. One issue about the cash flow to total debt ratio, you mentioned,"The ratio has increased from 0.81 in 2010 to 0.12 in 2012 TTM. This is a good signal. It means that Kinder Morgan improved its cash flow metrics in the past 3 years."

    Based on Morningstar data, the ratio is actually decreased. Will you please clarify? Thanks.
    Mar 19 07:05 PM | Likes Like |Link to Comment
  • Muni CEFs Vs. Bonds: Which Is Better? [View article]
    Hi Mike, thanks for the article. I am new in this area, but I am interested to know more. Can you help me to understand more about VMO, if we take it as an example? VMO price has declined for several months. However, morningstar.com just rated VMO from 2 stars to 3 stars. Also, where to find the bonds mature info for a particular CEF? Thank you again for your patience and help in advance.
    Mar 8 08:42 PM | Likes Like |Link to Comment
  • Aflac: Follow This Dividend Duck [View article]
    The points in this article are very convincing. Would like to dip into this company a little more.
    Feb 12 07:31 PM | Likes Like |Link to Comment
  • My Dividend Growth Portfolio: 7 Buying Guidelines [View article]
    Very good article. Thanks for sharing. It is very helpful to me since I am currently setting up my buying rules as well. As far as I can see, setting up rules and sticking with them are the most important things contributing to financial independence.
    Feb 12 07:05 PM | 3 Likes Like |Link to Comment
  • Is Coca-Cola Overdone? [View article]
    I'll see this as a buying opportunity and wait for $35 as the entry point.
    Feb 12 06:43 PM | Likes Like |Link to Comment
  • Procter & Gamble: For The Trader And The Investor Alike [View article]
    P&G’s performance is mediocre in recent years; part of the reasons is because the acquired Gillette business in year 2005 has been a drag on P&G’s top line, not a boost. ROE dropped from 40% before the acquisition to around 19% after 2005 till now.

    I studied the most recent 10-Q report, and there is literally nothing to be excited about. The stock’s price hovered at $63 range for quite some time.

    However, on 02/23, Procter & Gamble Co announced that it plans to cut a total of 5,700 nonmanufacturing jobs as part of a new plan to reduce costs by $10 billion by the end of fiscal 2016. P&G had already said it would cut 1,600 positions in the current fiscal year. On Thursday, it said it would cut another 4,100 jobs during fiscal 2013, which begins in July. This news brought excitement to the market, since people believe this plan will help P&G make another leap forward. The stock has been upgraded twice, and the current market price is $67.

    I strongly believe that this stock is a solid one that worth being held forever (both for capital growth and for dividend earnings). Currently, with such a low market price, it is a good entry point for patient investors.
    Jul 2 02:57 PM | 1 Like Like |Link to Comment
  • Lessons Learned From 40 Years Of Investing: Stick To Your Plan [View article]
    Very nice article. I just read your article, and felt I need to comment to express my appreciation.

    "I listen to every quarterly conference call for every stock I own." is going to be one of my rules.
    Jun 27 08:30 PM | Likes Like |Link to Comment
  • PepsiCo: Why It's Time To Back Up The Truck And Buy The Stock [View article]
    I studied PEP for several days, but still think the current price is pretty high, not an ideal entry point.

    When you analyze the financial statements of PEP, and compare them with those of KO's, you'll find KO has a much more solid and attractive financial status. Of course, their market prices reflect the difference. The large amount of debt for PEP is mainly due to the three acquisitions.

    I agree that in the long run, PEP is strong and solid. But still can't be convinced at current price.
    Mar 5 07:00 PM | Likes Like |Link to Comment
  • 5 Dividend Stocks To Own, 2 To Avoid For 2012 [View article]
    Hi Todd,

    Thank you for the excellent article. I have a question about UAN and TNH.

    For UAN, its EPS (ttm) is $0.84, while its dividend is $2.29.
    For TNH, its EPS(ttm) is $14.17, while its dividend is $15.84.

    I don't understand why the dividend is higher than the EPS? In the long run, will this jeopard the companies' performances?

    Thank you very much in advance.
    Jan 25 05:21 PM | 1 Like Like |Link to Comment
COMMENTS STATS
18 Comments
8 Likes