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  • This Dominant High-Dividend Stock Yields 6%, Pays Twice A Year And Goes Ex-Dividend Soon [View article]
    I did not know that Telstra is fully franked. Very useful to know.
    Thanks for this.
    Feb 15, 2015. 10:44 AM | Likes Like |Link to Comment
  • Barron's: Whether crude moves up or down, best to avoid big oils [View news story]
    I don't think Barron's deliberately gives bad advice. And I don't believe this is some occult conspiracy. They just don't know but they have to produce something for the magazine to print. They would serve their readers better to admit that they don't know. It is not possible to know how soon oil prices will rise nor is it possible to know to what level they will rise. But the world still runs on oil and will for many, many more years. Odds are excellent that in the near future (near as in 6-12 months) oil will be significantly higher than it is now. But maybe it will take longer. Meanwhile the oil majors pay good dividends. I can wait. Maybe their stock prices will fall lower, but maybe not. It's all a guess for you, me and T. Boone Pickens.
    Feb 14, 2015. 10:44 AM | 7 Likes Like |Link to Comment
  • Micron, Seagate form NAND flash/SSD alliance [View news story]
    Right you are. A cold shower often helps.
    Feb 13, 2015. 08:53 AM | Likes Like |Link to Comment
  • The Media Is Dead Wrong About Oil Supply And Demand [View article]
    A good presentation. I agree with your assessment here. The timing is the question. It will take three months, it likely will take six months or it may even take a year for the price of oil to rise significantly but the stocks you mentioned will be able to cope that long and longer. I hope we're both correct. I'd buy more oil stocks except I have a full house already.
    Jan 30, 2015. 01:41 PM | 3 Likes Like |Link to Comment
  • The Time To Own McDonald's Has Passed [View article]
    Exactly. We have heard this all before. Usually after the stock price has dropped 10 or 20% this sort of article begins to appear. It is clear that changes need to be made at MCD. Maybe the author is correct that the situation is hopeless but I expect that management will eventually find a solution. Even if it takes a couple of years and much trial and error the dividend makes the stock easy for me to hold.
    Jan 25, 2015. 11:46 AM | 2 Likes Like |Link to Comment
  • Surprise rate cut not yet feeding through in Canada [View news story]
    Didn't the US government tell US banks when and where or to whom to lend with their "anti-redline" rules? Is the US some sort of banana republic? Sometimes I wonder.
    Jan 23, 2015. 04:19 PM | 1 Like Like |Link to Comment
  • Microsoft details Windows 10, promises free upgrades [View news story]
    Well, hurrah for this because I do not like my Windows 8 so much that I plan to finally abandon it for Apple next cycle (unless Windows 10 is a big improvement).
    Jan 21, 2015. 06:06 PM | Likes Like |Link to Comment
  • $3 milk next? [View news story]
    I think people fear deflation because it is often accompanied by greater unemployment due to reduced business growth, profit, etc.. If you already have plenty of money and don't need a job then I suppose deflation might be a good thing. As a retired person deflation might not worry me except that I have children and grandchildren who need jobs and I also care about others who want to work but cannot find a job. Plus, the government continues to borrow and spend even in a deflationary economy, maybe even more in a deflationary economy which eventually leads to inflation or worse, stagflation-- the worse of all economies. Also, I expect the dairy farmers are not too happy to see the price of milk fall as I know the corn farmers are not happy to see corn prices so low. So some win, some lose too.
    Jan 17, 2015. 02:38 PM | 12 Likes Like |Link to Comment
  • Kinder Morgan: What Is The Impact Of The Shrinking Brent/WTI Spread? [View article]
    I believe that Enbridge already has a pipeline from the Bakken moving about 200,000 barrels/day to Clearbrook, MN and on east from there.
    Jan 16, 2015. 02:05 PM | 3 Likes Like |Link to Comment
  • General Electric Faces Macro Challenges [View article]
    I think it is interesting how many comments on GE center around the CEO. If the CEO is the biggest problem facing the company, shouldn't a person consider buying the stock? One of these days there will be a sudden announcement that Mr. Immelt is retiring and the stock price will probably jump considerably. Actually, I am being facetious-- I think GE's entanglements in finance have been their big problem and I am glad to see this being reduced. I do agree that they need a new CEO, about 10 years ago.
    Jan 14, 2015. 11:35 AM | 4 Likes Like |Link to Comment
  • Where Is The Market Going? Separating The Signal From The Noise [View article]
    Moral of the story: only read one advisor. The guy with two clocks never knows the right time.
    Jan 8, 2015. 03:27 PM | 4 Likes Like |Link to Comment
  • Gilead Fires Back [View article]
    Suppose instead of curing hepatitis C Solvadi simply stopped progression but the patient had to take it the rest of his life at a "reasonable" cost of $4000/year. Would you then be happy with the "integrity" of the system?
    Jan 7, 2015. 01:41 PM | 7 Likes Like |Link to Comment
  • The Crash In Oil Prices Raises Questions And Opportunities For A Lifetime [View article]
    Something is certainly fishy: From your supply/demand graph-- how can demand exceed supply for 15 years? Apparently demand is not the same as usage. If that is true, what does demand mean and what does the chart mean?
    Jan 6, 2015. 05:07 PM | 12 Likes Like |Link to Comment
  • Otter Tail Corporation: Diversifying With Diversification [View article]
    By the way, I was in Fargo, ND, yesterday and it really is booming even though it is far from the Bakken.
    Dec 20, 2014. 11:06 AM | Likes Like |Link to Comment
  • Otter Tail Corporation: Diversifying With Diversification [View article]
    Thanks for the reply. Yes, I am invested in AEP, SCG, and SO. Combined they constitute about 2.5% of my present portfolio. I have never been a big fan of utilities but I understand they can be an important part of the portfolio. Actually, now that I am retired I would like to buy more of them but I do not think they are good values now. Some consider that telecommunication companies are utilities and they behave in similar fashion often but I think they have better potential, especially lately. I prefer the telecommunication companies to classic electric, gas or water companies and currently own TLSYY, VOD, T and VZ which combined represent 6% of my portfolio.

    Regarding diversification practiced by individual companies as opposed to individual investors, I have seen over and over how companies buy some unrelated entity and management touts the great diversification potential only to sell the same entity a few years later (usually at a loss) as they tout their new "focus". The one that burns me still is ATT buying NCR, grrrr. Sometimes I think it's just management's way of showing they are actually doing something to justify their big salaries. Of course companies often buy mostly unrelated businesses because they want one part of the business that really adds something to their core. They can then sell the parts that are unrelated. To my way of thinking OTTR just seems to be holding unrelated business for no good reason.
    Dec 20, 2014. 11:03 AM | 1 Like Like |Link to Comment