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  • Halliburton (HAL -2.1%) and Schlumberger (SLB -1.9%) join oilfield services competitor Baker Hughes (BHI -5.9%) in the red after the BHI profit warning. Morgan Stanley chips in, cutting HAL to  equalweight as the battle for market share threatens margins. OIH -2.1%.  [View news story]
    hope so Anton!
    Mar 21 07:48 PM | Likes Like |Link to Comment
  • Baker Hughes: A Great Bet On The North America Oil And Gas Industry [View article]
    do you still like BHI after their warning today? 5% drop, not far from 52 week low.
    Mar 21 02:08 PM | 1 Like Like |Link to Comment
  • Baker Hughes Is A Tale Of Contrasts [View article]
    Baker Hughes (BHI) warns its pretax op profit will fall on a quarterly basis in Q1, with the N. American margin set to drop to 13.2%-14.2% from 18.7% in Q4, and that for its international ops to decline to 12.2%-13.2% from 15.6%. A major reason is the "rapidly changing market conditions in the Pressure Pumping product line." Shares plunge 4.3%
    Mar 21 08:20 AM | Likes Like |Link to Comment
  • Visa Will Continue To Beat The Market [View article]
    That would be "great WRITE" up, right?
    Mar 21 08:04 AM | 1 Like Like |Link to Comment
  • Wednesday's Commodity News To Trade On [View article]
    I agree with your premise. I like buying straw hats in the winter....sold $11 puts on ACI, and $60 WLT.
    ACI with a 4% dividend will pay me to wait.
    Mar 21 07:58 AM | Likes Like |Link to Comment
  • Recent Events Make Rio Tinto A Strong Buy [View article]
    Thank you for your habit of posting news items regarding the stocks you write about. They are very helpful for those who either buy, or are watching the companies.
    Mar 20 03:09 PM | Likes Like |Link to Comment
  • Last Week's (March 12-16) Notable Insider Purchases [View article]
    I, too, own NRP for the same reasons. So far not so good, except the ROC is reinvesting, lowering my cost basis, and I have nothing but time for it to recover.
    Ultimately it will pass to my heirs, so they can then worry about it:)
    Mar 20 10:37 AM | 1 Like Like |Link to Comment
  • Raytheon Is Positioned To Soar To New Heights [View article]
    long, reinvesting and holding for the next 30 years! Thanks for the confirmation.
    Mar 20 07:27 AM | Likes Like |Link to Comment
  • Is It Time To Ditch Kimberly-Clark? [View article]
    Much of the market is at the "take profits" time, or for LTBH, "sell covered calls" time.
    Mar 20 06:19 AM | Likes Like |Link to Comment
  • GlaxoSmithKline: This 5% Yielder Is Looking Resurgent [View article]
    RE: SNY:
    Being a French company, you need to take into consideration the French tax you pay on the dividend which will not be reinvested if you are a long term investor. Yes, the tax can be deducted from your US taxes, but you don't get the extra shares which will make a difference over the long term.
    Mar 19 07:01 PM | 1 Like Like |Link to Comment
  • 5 Undervalued Oil/Energy Stocks Trading Below Book Value [View article]
    "Indexes are all in year high. But all those stocks are in year low and almost at 2009 levels"

    Buy straw hats and lawn mowers in the winter, and you will be happy.
    Mar 18 07:37 AM | Likes Like |Link to Comment
  • How Is Dividend Growth Investing Like Rental Property Investing? [View article]
    Not to be a negative post, because I am a confirmed DG investor, but your example doesn't take into account the maintenance, upkeep, and restoration that would need to be done during that 200 months, as well as property taxes that would need to be paid. All those would detract from your net return.

    OTOH, you invest in KMP, PEP, KP, JNJ, EMR, etc. you only have the dividend, and over 200 months will surely have capital apprecialtion and will not have any maintenance or upkeep to detract from your income.
    Mar 18 07:31 AM | 2 Likes Like |Link to Comment
  • Decrying Goldman Sachs' (GS) "rip your eyeballs out" capitalism following Greg Smith's "shot heard round the world," Joe Nocera writes in the NYT that Lloyd Blankfein should look at the "moral capitalism" of Howard Schultz, who will this week make a speech linking Starbucks'(SBUX) record profits with its larger societal role. "The value of your company is driven by your company’s values," Schultz plans to say.  [View news story]
    The difference is that Schultz grew up ghetto poor, and saw the family devastation that comes with the loss of health insurance.

    He overcame that, and as an example makes sure his employees have health insurance. He understands the need to lend a helping hand to others, and that in the end there is more to life than money.
    Mar 18 07:25 AM | 10 Likes Like |Link to Comment
  • 3 Retiree Dividend Stocks, 3 Others To Avoid [View article]
    "I recommend retirees buy American Capital Agency due to the high yield, and the current low Treasury Bond rates."

    As the rates seem to be rising, how do you feel about AGNC during this period, as well as its "sister" company MTGE, also run by the AGNC management?
    Mar 17 09:53 AM | 3 Likes Like |Link to Comment
  • Dividend Growth Portfolio Reality Check, Part 2 [View article]
    It is nice that foreign tax can become a tax deduction, but if you are a LTBH dividend investor, you want that full dividend, whatever it may be, to go into reinvestment: buying more shares. I don't consider a tax write off nearly as beneficial as growing my income stream through reinvested dividends, so I adjust the dividend yield in my head as if it were 15% less, or whatever the tax is.

    Some countries have no tax, some have super high tax. I found the listing here:
    Mar 17 08:47 AM | Likes Like |Link to Comment