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  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    Would like to hear about the buyback, although I prefer they increase the dividend. I heard Cramer today talking about how they should buy twitter, but I just don't get it. Probably because I don't use twitter. It seems they could just build their own version for free in the next ios. They already have a huge install base to start "itweeting."
    Jan 24 09:20 PM | 3 Likes Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    huge buyback, maybe?
    Jan 24 09:17 PM | 3 Likes Like |Link to Comment
  • AT&T: Uncertainty And Red Flags Could Mean A Buying Opportunity [View article]
    Relying on yahoo finance may not be the best way to research stocks. The ttm payout ratio on yahoo includes the charge taken in 4Q 2011 earnings when the write down for the t mobile merger was taken. So even if it's technically accurate for ttm, that was was a one time charge, and won't be there going forward. Do you honestly think eps for the next four quarters will be 0.76 as yahoo states? T made 0.63 diluted eps just last quarter. Your readers deserve better due diligence.

    A link to T's investor relations site:
    Jan 19 03:01 PM | 3 Likes Like |Link to Comment
  • BP Rolls Despite Oil Prices [View article]
    BP just announced a dividend increase to 0.54 cents per ADS share.
    Oct 30 09:18 AM | 3 Likes Like |Link to Comment
  • Analyzing BP's Debt And Risk [View article]
    Appreciate the article!
    Sep 22 11:00 PM | 3 Likes Like |Link to Comment
  • Lock In Sysco Corp's High Yield Before It's Too Late [View article]
    Finally gave up on SYY this month and sold. The token div increases over the last few years finally convinced me. I don't think SYY will necessarily lose you money at these levels, but I thought I could find better opportunities to deploy my capital.
    Mar 9 12:14 PM | 3 Likes Like |Link to Comment
  • Managing Your MLP Holdings [View article]
    I've been thinking about trimming back some of my MLP holdings, but have yet to do so because I haven't found a suitable stock to re-invest in.
    Mar 1 02:09 PM | 3 Likes Like |Link to Comment
  • Energy Transfer Partners At A Crossroad: Proceed With Caution [View article]
    Mr. Merola,

    Thank you for this followup to your previous articles on ETP. Great read as always. I too am watching them very closely for an improving coverage ratio. After the fiasco in owning NRGY, I'm glad they exited the propane business.
    Feb 24 04:04 PM | 3 Likes Like |Link to Comment
  • Retirement Portfolio For Do It Yourselfers: January Transaction Updates [View article]
    I don't really understand the negativity and doubts pertaining to the portfolio....Why all the hating?
    Jan 23 02:46 PM | 3 Likes Like |Link to Comment
  • Finding Satisfaction With Your Investments [View article]
    Read two out of the three...will have to pick up "The Single Best Investment Ever"
    Jan 15 05:34 PM | 3 Likes Like |Link to Comment
  • How The Dividend Champions' Dividends Hedged Investors From The Ravages Of The Lost Decade [View article]
    Norman and Mr Carnevale,

    Thank you for your responses.....As a younger investor, I've only been buying stocks since around Mar '09, which was prettty near the bottom. So I've become accustomed (and spoiled) to blue chips yielding in the 3-4% range. But as I look back, I can't really see myself purchasing over valued, low yield stocks. I realize hindsight is 20/20, but I honestly don't know what sort of investor I would be had I been investing in that time period. I guess my only real point is that it's a good time to be a DG investor, because I don't know if the strategy would have worked as well back then.
    Nov 5 01:52 PM | 3 Likes Like |Link to Comment
  • How The Dividend Champions' Dividends Hedged Investors From The Ravages Of The Lost Decade [View article]
    I've often wondered about the same point that Clay King brings up, namely, what sort of stocks did DG investors purchase when yields on stocks such as JNJ, PG, etc were around 1%. Any comments from DG investors from that time period would be welcomed.....By the way, another great article Mr Carnevale!
    Nov 5 09:37 AM | 3 Likes Like |Link to Comment
  • Selecting 3 Appealing Dividend Stocks [View article]
    "Those come first. IMO, WMT will not increase dividends for years by raising its payout ratio. It will increase dividends for years by increasing its profits for years. If it kept increasing its dividend for years solely by expanding its payout ratio, it would soon become a candidate for Dividends in Danger."


    I understand your point, and agree its preferable to merely expanding the payout ratio, but I think it will be a combination of EPS increases and expansion of the payout ratio in the coming years. Take MCD for example, the recent dividend increases the past 5 years have mostly come from expansion of the payout ratio, which has far outpaced growth in EPS, although that has been growing as well. I wished I had invested in MCD back then. My only point was that WMT still has plenty of wiggle room to keep those large dividend increases coming with such a small payout ratio. My preference, however, is that they keep those large payout increases coming with an equally large increase in EPS.
    Oct 6 07:30 PM | 3 Likes Like |Link to Comment
  • Dividends In Danger? Frontier, CenturyLink, Conoco Phillips, 3 Others Continue To Attract Comments [View article]
    I've been convinced that the div for FTR and CTL are probably safe in the short term, based on the numerous discussions regarding the cash flow payout ratio, but I still feel like the rural telcom industry is in a slow and steady decline. I don't see these two companies being around in 25 years....Could be wrong, but I'd much rather invest my money in telcoms such as T/VZ that have long term, sustainable payout ratios and increasing EPS.
    Oct 3 09:22 PM | 3 Likes Like |Link to Comment
  • Apple's Q3 Bonanza: The Real Story May Be Not Quite So Bullish [View article]
    Is this Michael Blair the person he is reporting to be? I did a quick search of "Michael Blair" and "automotive" and one of the first few links was a 2002 article from The Wall Street Transcript. Low and Behold, the picture they use is the same picture he is using for his SA profile. Why would someone use a picture from 2002 on a new profile the created in early 2013 when he started posting blogs to this site? It's entirely possible he is who he says he is, but it is also entirely possible he is not. Buyer beware...Here is the link for those interested:
    Jul 27 11:00 AM | 2 Likes Like |Link to Comment