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rgperrin

rgperrin
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Latest  |  Highest rated
  • Frontier Earns Neutral Thesis Despite Attraction For Income Seekers [View article]
    So many of these rural telecoms have failed, for example, Fairpoint Communications. Can Frontier survive as a going concern, much less pay its $0.40 dividend (down from $0.75, which was down from $1), over the next, say, ten or fifteen years? From everything I have read over the past two or three years, investing in FTR seems like a real crapshoot.

    (Sadly) long on FTR ever since it was CZN.B with a "A++" rating by Value-Line for "financial stability."
    Aug 20 12:58 PM | 1 Like Like |Link to Comment
  • Bank Of America Raises Its Value For Investors [View article]
    You are truly blessed--unlike most of Bank of America's customers (including me).
    Aug 18 09:22 PM | 1 Like Like |Link to Comment
  • Bank Of America Raises Its Value For Investors [View article]
    I would prefer the Marx Bros. to Bank of America's management since the early 1980s.
    Aug 18 09:21 PM | Likes Like |Link to Comment
  • The War Sprint Can't Afford [View article]
    Sprint's history over the past several years seems to resemble of the flight path of a kamikaze pilot.
    Aug 18 12:12 PM | 4 Likes Like |Link to Comment
  • Coca-Cola's Investment In Africa Impacts Its Stock [View article]
    My eight-grade English teacher, Mr. Colton, vowed to flunk any student who ever included "reason why . . . is because" in an essay or oral report. Otherwise, the present article is a interesting review of Coca-Cola's plans in newer markets.
    Aug 17 10:06 AM | Likes Like |Link to Comment
  • Hawaiian Electric, A Down And Out Utility Worth A Look [View article]
    My experience is firsthand. I have had held common shares since 1986. Right now, I don't know whether "to hold 'em or fold 'em, to walk away or run."

    Your analysis suggests the prospect of hope, that is, if management would take public relations seriously. Right now, management's most noticeable achievement is the beautiful pictures of Hawaii that distinguish its annual reports to shareholders.
    Aug 17 09:54 AM | 1 Like Like |Link to Comment
  • U.S. regulators clear IBM-Lenovo deal [View news story]
    Why not, "has approved"?
    Aug 15 04:46 PM | Likes Like |Link to Comment
  • Now Is The Time To Speculate On Sprint [View article]
    Thanks for a well-informed and sanguine article. Your timing couldn't be better because my business trip to Las Vegas was cancelled and, consequently, I needed help in deciding where to take a flyer.
    Aug 15 03:03 PM | 1 Like Like |Link to Comment
  • CSX Appears Overextended Here [View article]
    I didn't know that there was such a thing as a "librarian's approach to investing," and appreciate being introduced to the concept. Also, if you are in the present tense, as I think you intend, that's "underlie," not "underlay" (past tense).
    Aug 15 10:56 AM | Likes Like |Link to Comment
  • Hawaiian Electric, A Down And Out Utility Worth A Look [View article]
    Thank you for a balanced review. I don't have my HE file in front of me at my present computer, but I should note that HE has been paying a dividend for much longer than the 26 years you cite. HE hasn't increased its dividend in, maybe, ten years or so, but, before that, it had increased its annual dividend for, maybe, thirty years or more years.
    Aug 14 07:48 PM | 1 Like Like |Link to Comment
  • The Real Reason Microsoft Is Losing Money On Its Surface Line Of Tablets [View article]
    Your first-hand report should go straight to Microsoft management, and an investigation should follow. What you describe ain't no way to run a company--at least a company that intends to survive over the long run.

    Long on Microsoft.
    Aug 14 09:52 AM | 2 Likes Like |Link to Comment
  • PepsiCo to fight Aunt Jemima suit [View news story]
    The complaint is just "without merit"? Try "insane by any known rational standard." This is a textbook case of a "nuisance lawsuit," where the hope to extract money just for going away.
    Aug 13 02:50 PM | 4 Likes Like |Link to Comment
  • How Do You Hold Cash When Realty Income Or AT&T Are Available? [View article]
    A familiar argument that bears repeating, as was nicely done here.
    Aug 12 09:16 PM | 6 Likes Like |Link to Comment
  • Why I'm Not Buying Dominion Resources At This Price [View article]
    Kiplinger's Personal Finance recently listed Dominion Resources as a stock to sell (payout at risk, etc.). Meanwhile, Utility Forecaster gives it a "buy" rating, and I think Standard & Poor's still has it as a "hold." The good news, then, is that, no matter how our emotions direct us, we can rationally justify a decision to sell, buy, or hold simply by pointing to one of these authorities.
    Aug 11 04:05 PM | 1 Like Like |Link to Comment
  • BofA reportedly near $16B-$17B deal with DOJ [View news story]
    Government "shake down" or rape.
    Aug 6 04:32 PM | 10 Likes Like |Link to Comment
COMMENTS STATS
614 Comments
696 Likes