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hjtheuns

hjtheuns
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ABT, AFL, CAG, CAT, CBRL, CL, COP, CVS, CVX, DE, GE, GIS, HAS, HDV, IBM, KMB, KO, KRFT, LEG, MCD, MDT, MKC, MRK, NKE, PFE, PG, PM, PSX, RAH, ROST, SPY, SYY, T, TEI, TGH, TIP, VFC, WAG, WFC, WMT, XOM
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  • ConAgra Foods - Short-Term Overreaction, Too Early For Long-Term Investment [View article]
    The dividend yield on CAG would be about 3.5% at a price in the high $20s. CAG is also due to increase their dividend next week. Personally, I'm waiting to see what the BOD does with the dividend before adding to my position. IMO there is a good chance the BOD will not increase the dividend and instead focus on debt repayment.
    Sep 11, 2013. 06:16 AM | Likes Like |Link to Comment
  • Common Sense Strategies For Mitigating Risk In Your Retirement Portfolios: Part 2 [View article]
    Agbug - Your question concerning HD is difficult to address without knowing more of your individual circumstances. Generally speaking I would not recommend starting a new position or adding to an existing position at current valuations. Personally, I am not selling my position because of the associated tax bill as I purchased my shares in the mid 1980s. For me, HD is one of the stocks my kids will have to decide on with their stepped-up cost basis. A younger person may want to take some money off the table, but I believe HD will continue to perform well and distribute more of it's earnings through dividends going forward.
    Sep 7, 2013. 11:50 AM | 4 Likes Like |Link to Comment
  • Is The Financial Crisis Over For Financial Stocks? [View article]
    Chuck - You keep hitting the ball out of the park! I too consider AFL a very well run company and worthy of investment at current valuation. I'm also long BAC, C and BBT in this sector. I was surprised not to see BBT on your conservative list. I currently consider it under valued and in better shape than say MTB. I'm going to take another look at BBT and would love to know what keep it off your list. Thanks again; we all benefit greatly as you apply your wisdom and experience in these sector reviews.
    Aug 2, 2013. 03:03 PM | 2 Likes Like |Link to Comment
  • Textainer: Buy For 5% Yield As Well As Attractive Valuation And Growth [View article]
    Oberonian - I have been considering TGH as a income investment too. A simple view of their business model is that they borrow money to purchase containers and then lease those containers to shipping companies. What has me concerned, and has keep me from purchasing shares, is that interest rates are rising and economic activity (shipping) has not. Obviously, the opposite situation would benefit TGH the most. I believe that there is a good possibility of further downside in the stock price until their next earnings release on 6 August. So, I'm staying on the side lines and would reevaluate the risk/reward potential at $30.
    Jul 28, 2013. 10:03 AM | Likes Like |Link to Comment
  • For A Healthier Portfolio - Look Here [View article]
    Chuck - Another fascinating article. I'm long ABBV, ABT, JNJ, MDT, MRK, PFE and WLP in this sector but haven't added to a position in months. I know that the care providers (hospitals and physician practices) are laying off dozens of employees every week in my area and that the insurers are moving more of their operations offshore in response to Obamacare.
    Jul 25, 2013. 03:30 PM | 2 Likes Like |Link to Comment
  • McDonald's - Shares Might Offer Even Better Value Than Its Value Menu [View article]
    MCD is looking attractive at current valuations for a DGI at 15 times forward earnings. When MCD raises it dividend in September it will be yielding approximately 3.5%. A reasonable 10% increase takes the annual dividend to about $3.40 and at today's price of $96.80 provides a yield of 3.51%.
    Jul 23, 2013. 03:52 PM | 1 Like Like |Link to Comment
  • Are Blue-Chip Consumer Staples Worth Today's Premium Valuations? [View article]
    Another great article Chuck, thanks. Your writing and thought processes are right on the money as far as I am concerned. There are many ways to make (and lose) money in the stock market. Buying quality companies at reasonable prices is one of the best ways to make money and limit risk of significant loss. Benjamin Graham initiated our understanding of value investing; now we have Chuck Carnevale!
    Jul 20, 2013. 07:04 AM | 2 Likes Like |Link to Comment
  • Use Textainer's 5.2% Yield To Build Income Now [View article]
    The shipping containers that eventually fall to the ocean floor may pose an environmental problem but the containers tend to float just below the surface for long periods of time posing a serious problem for sailors. I know two sailors who hit a container on ocean crossings. Fortunately, neither sailboat was sunk as a result. I understand that the shipper and container company have no liability for the flotsam.
    Jul 15, 2013. 05:38 PM | Likes Like |Link to Comment
  • Textainer: Buy For 5% Yield As Well As Attractive Valuation And Growth [View article]
    Are the dividends paid by TGH qualified dividends (capital gains tax rate applied)?
    Jul 11, 2013. 07:26 PM | Likes Like |Link to Comment
  • My Updated Income Portfolio Of 30 [View article]
    It is frustrating that the company website or other internet site does have this basic information. My discount broker won't answer tax questions. I'm hoping that someone on SA will have held TGH long enough to know from personal experience.
    Jul 11, 2013. 07:06 PM | Likes Like |Link to Comment
  • My Updated Income Portfolio Of 30 [View article]
    Are the dividends paid by TGH qualified dividends (capital gains tax rate applied)? TGH is beginning to look interesting and I am considering purchasing in a taxable account. Thanks.
    Jul 11, 2013. 06:34 PM | Likes Like |Link to Comment
  • Beware The Valuations On The Best Consumer Discretionary Dividend Growth Stocks [View article]
    Chuck - Thanks for another great article. I would agree that the Consumer Discretionary stocks are extended currently. I’m still long HAS, TGT, GPC, MCD, NKE and VFC. I haven’t added to any of these positions in awhile but would buy more MCD if I was to buy anything in this sector. Looking forward to your next article in your valuable series.
    Jul 9, 2013. 09:53 PM | 1 Like Like |Link to Comment
  • Finding Value In The Materials Sector Is A Material Thing [View article]
    Paul - Thanks for the sound advice.
    Jun 29, 2013. 07:18 AM | 2 Likes Like |Link to Comment
  • Finding Value In The Materials Sector Is A Material Thing [View article]
    RAS - Can you elaborate on the tax considerations associated with BBL? As an Australian company headquartered in the UK I assume there is the 15% withholding on dividends. I agree that BBL looks attractive on a valuation basis. I have been monitoring POT and BBL but have not purchased any shares.
    Jun 28, 2013. 03:51 PM | Likes Like |Link to Comment
  • Don't Let Fear Or Greed Influence Your Portfolio Management. [View article]
    WAG is out front of the other retail pharmacies in the Pharmacy Practice Model Initiative. It will be interesting to see how accretive to earnings this service will be. I'm holding my WAG shares as well and would add to the position around $42. Best of luck with your DGI.
    Jun 27, 2013. 11:08 AM | Likes Like |Link to Comment
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