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Dr Fred

Dr Fred
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  • Apple: The Music Will Stop Eventually [View article]
    I thought of making a comment, but no one will ever read this deep into the
    Oh well, hurray for Apple!
    Oct 30, 2015. 08:27 PM | 2 Likes Like |Link to Comment
  • Why I Choose To Reinvest My Dividends [View article]
    My guess would be that taking dividends in cash and as soon as you have enough cash buy one of your stocks that is closest to its ex-div date, would be financially best. A lot depends on the amt of the div, and the time to collect the dividends.
    Then too there are the transaction costs.
    Too much work for me! Just do the DRIPs
    Oct 20, 2015. 12:14 PM | Likes Like |Link to Comment
  • Kinder Morgan: Debt And Distributions [View article]
    @Senior Sue-- Oil prices are falling (some predictions as low as $20), some companies are canceling their pipeline plans, and KMI stock has taken a bath.
    Guaranteed prices aren't worth much when your customer goes out of business.
    Sue, the sky is falling!
    @Go-4-it-- I'm with you.
    Sep 12, 2015. 11:23 AM | 2 Likes Like |Link to Comment
  • The All-Value Team: 35 Dividend Stocks With Yields Higher Than Their 5-Year Averages (Part 3) [View article]
    I enjoy your articles, but I have a problem with PG. There is a lot to like about the company with its popular products, good name, and worldwide distribution. The problem is that it doesn't make money (in the stock market). I have owned it for 3.5 years dripping dividends and I am down 11%. Any other company that performs like that would have been kicked out of my portfolio way back. I keep hoping that the rising dividend will eventually overcome the drop in stock price. It sure hasn't happened yet.
    Aug 29, 2015. 12:43 PM | 4 Likes Like |Link to Comment
  • How Much Kinder Morgan Is Too Much For A Dividend Growth Investor? - Part 2 [View article]
    @Izzkube, Timmie, Mike, and Chowder
    My math doesn't compute because I bought my shares at different times during that period.
    A bit like Mike I hung onto 200 shares of KMI so I would feel a bit better if the stock rebounded.
    I wasn't quite forthright about abandoning MLP pipelines. I do own some EPD, but no new money in the industry for me. The way the market is going today, there should be some pretty good places to put my KMI money, if I can get up the nerve to push the button.
    Aug 20, 2015. 10:46 AM | Likes Like |Link to Comment
  • How Much Kinder Morgan Is Too Much For A Dividend Growth Investor? - Part 2 [View article]
    I know as a DGI I shouldn't be concerned with stock price, but I have dripped my divis and after 4 yrs, I now have red ink at the end of my brokerage report. Sure I have more shares but they are worth less. I dumped them 2 wks ago.

    KMI, etc is supposed to have guaranteed contracts for umpteen yrs, but contracts can be renegotiated especially with a company about to go belly-up. Then where does this big dividend promised by Kinder come from? It doesn't make sense to think that with oil prices going ever lower, pipelines won't feel the pain too.

    For me it's goodbye to the pipeline industry.
    Aug 19, 2015. 08:03 PM | 2 Likes Like |Link to Comment
  • A Non-Callable 6.3% Yield From Wells Fargo [View article]
    My rules for Preferreds:
    1.Quality company
    2. Cumulative dividends
    3.Priced below par (usually $25)
    4. Long call date (especially if you violate #3)*
    5. Be content with your yield at purchase- (it will surely calculate less as interest rates increase)

    * As mentioned in other posts, there are hidden caveats that allow banks to call many preferreds for "unusual circumstances". These never seem to occur unless the preferred coupon is above what the company can refinance for.
    P.S. I've been burned in the past.
    Aug 2, 2015. 11:10 AM | 1 Like Like |Link to Comment
  • McDonald's Turnaround Plan Is A Dud [View article]
    I've been an MCD investor for >15 yrs. I'm sick and tired of these self appointed gourmets complaining about food quality, etc. Yesterday at the height of lunch hour (1 PM), we stopped at a Chick-fil-a. The place was loaded but did not feel crowded. Here is why: 1. The folks taking orders were polite and knowledgeable. 2. There wasn't a crowd hanging around waiting for their name to be called for their order. We sat at a table and the food was brought to us. 3. There were two older ladies circulating through the eating area picking up used items and cleaning the tables before and after you ate. 4. Hand wipes were put on the table as was a packaged mint. 5.Everyone was polite.
    And Oh yes, I almost forgot, the food was neatly packaged and delicious. Lunch cost us about a buck or so more but well worth it.
    Contrast that with your recent MCD experience. I'll hang with MCD as long as the dividend keeps growing but that will be it.
    May 15, 2015. 09:42 AM | 6 Likes Like |Link to Comment
  • McDonald's Q1: How Much Is Its Turnaround Costing? [View article]
    This article is rubbish! It is nothing but undocumented opinion about the quality of MCD's food and loaded with bias (e.g. so-called "turnaround"). Read the profile of the lofty sounding "Corporate Accountability Intl" author(s) and you can get a pretty good idea what type of people wrote this.
    As for SA, you should be ashamed to have published it.
    Apr 22, 2015. 04:20 PM | 2 Likes Like |Link to Comment
  • The Future Of Seeking Alpha, From One Contributor's Perspective [View article]
    I have read a smattering of the 300+ comments and find many aspects with which I agree. I will probably go for the expanded service depending upon cost, but continue with the free SA where the comments are more valuable than the articles on many occasions.
    Mar 26, 2015. 11:02 AM | 2 Likes Like |Link to Comment
  • Gilead Sciences: An Analysis Using Warren Buffett's Owner-Earnings Equation [View article]
    At 85 yrs I guess I qualify as a depression kid. I never realized that we were up against it. We ate lots of stew, cod fish cakes, and hot dog and beans casseroles. I only found out later that my father lost all his money in an uncle's S&L when he protected his own kids and threw his nephew to the dogs.
    The old dictum "nobody cares about your money as much as you do" has been my mantra. I tried investment services of my bank and later a broker- learned my lesson and for the last 30 yrs, I've done it myself. It takes time and education and SA but it ain't rocket science and it has worked for me.

    P.S. I own 300 shares of GILD (since I know medicine and still practice) but mostly a dividend growth portfolio. A lot of thanks is due to you and all the participants on this web site.
    Mar 18, 2015. 04:39 PM | 5 Likes Like |Link to Comment
  • Barclays top dividends picks in the consumer products/services sector [View news story]
    @six Truth is I don't know much about e-cigs other than that there is a lot of controversy about their use. I would tend to avoid them until the dust settles.
    Jan 29, 2015. 03:20 PM | Likes Like |Link to Comment
  • Barclays top dividends picks in the consumer products/services sector [View news story]
    To BruceLee1984----You misinterpreted what I wrote. I never said that two packs a day was no more harmful than one cigarette; of course the more , the worse. One cigarette daily could be harmful. For that matter being around smokers (passive smoke) is well established as dangerous even if you don't smoke at all. On the other hand no one will ever become obese on one potato chip a day or from hanging around people eating.
    Jan 15, 2015. 01:27 PM | Likes Like |Link to Comment
  • Barclays top dividends picks in the consumer products/services sector [View news story]
    Why don't you people stop with the specious arguments. It's very simple: candy and soda, etc are not unhealthy and do not cause obesity when taken in moderation. Tobacco on the other hand is inherently harmful causing a multitude of illnesses regardless of the amount taken. Case closed.
    PS- I'm a pediatrician.
    Jan 14, 2015. 09:27 PM | Likes Like |Link to Comment
  • McDonald's: Yet Another Major Food Safety Scandal [View article]
    How can we be certain that this plastic and tooth discovery is incompetence and
    not industrial sabotage? This contamination will be good for MCD competitors, but it is fantastic for MCD shorts.
    Jan 8, 2015. 10:10 AM | 1 Like Like |Link to Comment