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  • BP Is A Strong Buy, But Not Because Of Takeover Speculation [View article]
    link broken?
    Dec 9, 2014. 12:04 AM | 1 Like Like |Link to Comment
  • BP's Dividend Hors D'oeuvres [View article]
    My last purchase in BP was in June '12. With the stagnating price, re invested dividends, and dividend growth, my income has increased 49% since that time on an annualized basis. I'll take that any day. The cap appreciation will come once the spill liabilities have been finalized.
    Dec 7, 2014. 05:44 PM | 1 Like Like |Link to Comment
  • Why I Purchased Exxon Mobil And Chevron This Week [View article]
    Thank you for the macro trends link Dale. A good resource. My take is this: I've been buying XOM through the company DRIP and my online broker since Jul 2010. That initial purchase happened to be around $58 with a corresponding 3.01% yield. I have not bought it at that high of a yield since. According to your macro trends chart, oil was around $83 at the time. Oil may certainly go lower, but I think yield support with XOM may also kick in. I sold a few Dec'14 $90 puts and would be satisfied if they are assigned.
    Dec 6, 2014. 07:15 PM | Likes Like |Link to Comment
  • Has John Deere Reached A Cyclical Low? [View article]
    Dividend sleuth,

    Nice post. I'm in agreement with you about the $80 price point. I've sold the Jan '15 $80 puts, and if these expire, I'll probably sell some Jan '16 $70 leaps.
    Nov 29, 2014. 01:01 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Beware, Not All Dividend Growth Stocks Are Created Equal [View article]
    "the entire business is heading south...MAT has become irrelevant"

    That's a little excessive. One aspect of the business isn't doing well, and this has already been priced into the stock. How can you be irrelevant when you are the 2nd largest toy company? The comps next year on Barbie will be easily beat, and consumers will have more disposable income for the holiday quarter with gas prices so low. We will see $35 before we see $29 again.
    Nov 22, 2014. 09:56 PM | 7 Likes Like |Link to Comment
  • Retirement Strategy: Beware, Not All Dividend Growth Stocks Are Created Equal [View article]
    Seems to me the time to short MAT was at $47 in January. Now is the time to be buying. It seems to have bottomed at just under $29. I've been actively building a position since that time. I think the whole "Death of Barbie" byline has already played out.
    Nov 22, 2014. 08:47 PM | 5 Likes Like |Link to Comment
  • What Should I Do About Those Non-Dividend Paying Stocks I Received In A Spin-Off? [View article]
    Kind of wished I'd kept mine now. I sold it and bought more ADP shares.
    Nov 19, 2014. 08:36 PM | Likes Like |Link to Comment
  • What Should I Do About Those Non-Dividend Paying Stocks I Received In A Spin-Off? [View article]
    just announced it today, he's right.
    Nov 19, 2014. 08:35 PM | Likes Like |Link to Comment
  • Apple: It Is All About Improving Margins [View article]
    I think if you attempt the upgrade with the iPhone plugged in to your computer via iTunes rather than the OTA update, it uses less memory for the update process. Might be worth trying if you haven't done that yet.
    Nov 16, 2014. 03:23 PM | Likes Like |Link to Comment
  • McDonald's - A Nearly 4% Yield Now On Sale [View article]

    This 18-20 billion in shareholder returns through 2016: Is it coming from FCF or funded through debt?
    Oct 23, 2014. 12:44 PM | Likes Like |Link to Comment
  • Mattel: Summer Disappointment And Winter Dreams [View article]
    Back in 03/2012 it was the other way around. HAS was getting beat up for something (can't even remember what it was now), and the yield had crept up to around 4%. MAT was the star at the time, and everyone loved it. I ended up purchasing HAS. Now their fortunes have reversed, and MAT is in the doghouse. This is completely anecdotal of course, but we took my kids over to my parents house over the weekend who have some barbies and a barbie house. My kids loved it, and played with the barbies for hours. Then they asked for some of their own for our house. I think more of the issue is that kids don't like playing with Barbie any less, but perhaps parents aren't buying them like they used to. I know our family bought our girls the frozen dolls last christmas, which I believe another commenter alluded to above: it's a zero sum game and if you're buying frozen dolls, you're probably not also buying barbies. The loss of the disney princess line hurts for sure, but MAT has this Christmas season as well as next if I understood the conference call correctly. I think most of the bad news has been priced in, and the holiday quarter is traditionally MAT's best, and I think a 5% yield provides some price support as well. I bought some Friday morning. We'll see how it goes....
    Oct 20, 2014. 10:10 AM | 3 Likes Like |Link to Comment
  • Is BP A Bargain? [View article]
    I've held BP since shortly after the Gulf spill, and have been comfortable holding it knowing that eventually the overhang of the spill would be removed from the stock. However, this Russia thing and possibility of further sanctions do worry me.
    Oct 18, 2014. 11:40 AM | 4 Likes Like |Link to Comment
  • Why Mattel Is A Buy At $35 [View article]
    Thanks for the detailed reply. I'll likely try to roll down if the stock breaks below $30, but wouldn't mind owning the stock at a 5% yieldpoint if it's put to me.
    Sep 26, 2014. 09:11 AM | Likes Like |Link to Comment
  • Why Mattel Is A Buy At $35 [View article]
    Hi Brad,

    I was wondering what you ended up doing with sept 35 puts as it looks like MAT is heading towards $30? rolled down? I sold the Jan 15 $30 puts a while ago and am considering my options at this time. Have you done any sort of FCF analysis on how safe the dividend is other than looking at the payout ratio? Looking forward to hearing your thoughts...

    Sep 24, 2014. 12:24 PM | Likes Like |Link to Comment
  • Deere & Co: A Cyclical Company [View article]
    It's always good to hear the bear case, and $3 EPS through 2020 as you suggest seems like a worst case scenario. Even then, the current dividend would be covered with a 80% payout ratio. This would of course limit future future dividend increases and share buybacks. I for one don't think things will get that dire for DE, and would be comfortable owning the stock $80 or lower. Thank you for the article.
    Sep 21, 2014. 11:04 AM | 1 Like Like |Link to Comment