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jmadiara

jmadiara
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  • Has Gilead Priced Sovaldi Too High? [View article]
    There are individuals who do not have any ownership in Gilead stocks, or are not considering purchasing some Gilead stock, and I would venture they do not own any stocks. So why are they wasting their time and our time by placing comments on this site?

    Thank you Kanak for your article on Gilead.
    Aug 5 07:04 PM | 2 Likes Like |Link to Comment
  • Has Gilead Priced Sovaldi Too High? [View article]
    Capitalism works and I am glad it does. Thank you Gilead for taking the risks and Developing Solvaldi and getting FDA approval. The U.S. is #1 in the World in bringing medicines to those who need it and the rest of the World benefits from this fact.
    Aug 5 05:05 PM | 5 Likes Like |Link to Comment
  • Has Gilead Priced Sovaldi Too High? [View article]
    I praise Gilead for their great scientific efforts in bringing Solvaldi to those patients who have Hepatitis C. Instead of some chronic treatment plan, Gilead's Solvaldi offers a 90% or greater cure rate for Hep C. Instead of taking other drugs with many nasty side-effects or eventually needing a $500,000 liver transplant, a 12 week treatment program costing $84,000 is a cost benefit and what many people are forgetting is that it is a CURE.
    Aug 5 03:34 PM | 9 Likes Like |Link to Comment
  • Coca-Cola: A Buy Or A Sell? [View article]
    Isn't 16 years enough time to fairly analyze a companies returns? OK, lets try 20 years of data.

    Annualized Total Return since January 1994:

    KO: 8.81%
    PEP: 10.06%
    Jun 4 09:33 AM | Likes Like |Link to Comment
  • Walgreen Is After Global Drugstore Domination - Is That Good For Investors? [View article]
    I just checked on the Free Cash Flow for WAG in 2013 and the 1stQ of 2014. So far I see no evidence of any cash flow problems for WAG. Looks like then are generating about $2.4 B in Free Cash Flow/yr and have about $1.7 B in cash.
    Jun 3 03:33 PM | Likes Like |Link to Comment
  • Coca-Cola: A Buy Or A Sell? [View article]
    Annualized Total Return since January 1998

    KO: 3.55%
    PEP: 7.80%

    It would appear that PEP has been the better investment over the last 16 years. Will PEP be the better investment over the next 10 years? Based on their diverse product line, I would say yes.
    Jun 2 10:38 PM | 3 Likes Like |Link to Comment
  • How Much Does Coca-Cola's Compensation Dilute Shareholders? [View article]
    Thanks Tim for your article on KO. I read some of the other articles on KO today and wonder what the reaction from Warren Buffet might be since he owns approx 9% of Coke Cola. To me this Executive Compensation package fax exceeds what the executives should be paid based on the performance of KO over the last year. I don't have a problem with any company executives/employees receiving Restricted Shares and Stock Options, but they must be based on meeting company goals on Revenue and EPS. John
    Mar 25 02:28 PM | 5 Likes Like |Link to Comment
  • The 25 Best Authors On Seeking Alpha [View instapost]
    Tim,

    Thank you for spending your time in putting together this very informative list of authors on Seeking Alpha. What a awesome resource for us investors!

    And please add your name to the list of 25. I am sure all of us would agree your name belongs there. John
    Mar 25 12:45 AM | 3 Likes Like |Link to Comment
  • Playing Defense As The Markets Rotate [View article]
    Thanks for the article Bret. I think purchases of Allstate and Apple are smart buys here, but I can't agree with the purchase of AT&T here. I believe that VZ is the better buy here as compared to T based on the debt to cash ratio, increasing free cash flow numbers for VZ, and better revenue numbers for VZ. John
    Mar 24 01:39 PM | 4 Likes Like |Link to Comment
  • Dividend Growth Investing: An Introduction To Creating Wealth [View article]
    Thanks David for another "Right To The Point-Home Run" article. I wish your articles were taught in high school to help our youth to understand how they can prepare for retirement and the value of DGI. I wish I had this knowledge back when I was in high school.

    Like you, I hold onto my DGI Stocks and don't sell them unless the business model becomes negative, the dividend is frozen or cut, or free cash flow becomes negative for several quarters. Like Bob Wells (another favorite author), I am living on the dividend income my stocks are generating since I recently retired in mid-2013.

    The biggest challenge will be in some future year where the DOW/S&P 500 is down 20% or 30%. We will need to continue to hold onto our stocks that are still generating our dividend income and not panic and sell. We have had many examples of this occurring in the past and the right action to take was to hold onto our DGI Stocks like in 73/74, 87, 00/02, and 08/09.

    Looking forward to your future articles,
    John
    Mar 19 03:13 PM | 1 Like Like |Link to Comment
  • Altria: This 5% Yielder Is My Next Buy [View article]
    Nice article Larry. I would also recommend that Dividend Growth Investors read Jeremy Siegel's Fifth Edition of "Stocks For The Long Run". There is a ton of excellent information in this book.
    Mar 2 10:02 PM | 3 Likes Like |Link to Comment
  • Church & Dwight: World-Famous, But Little-Known Dividend Growth Champion [View article]
    I have been buying more CHD on every pull back in the stock market. Thanks Adam for all of the great info on Church & Dwight. I consider CHD to be one of my top 10 companies in my dividend retirement portfolio.
    Feb 26 05:28 PM | 1 Like Like |Link to Comment
  • A Stronger-Than-Expected Fourth Quarter Has Shares Of Target Back On My Radar [View article]
    Target was a steal at $55/share and is still a good buy at $60/share. It will have some challenges in 2014, but over the next 5-10 years it will be a great stock for us dividend investors.
    Feb 26 02:20 PM | 3 Likes Like |Link to Comment
  • Verizon: One Of The Best Dividend Stocks? [View article]
    Verizon is generating good Free Cash Flow, but since the 4thQ of 2011, they have only raised their quarterly dividend from .50 to .53
    Feb 17 03:19 PM | 1 Like Like |Link to Comment
  • My Fourth Quarter Portfolio Review [View article]
    Hi Bob,

    Welcome back and thanks for another very informative article. I see that you own TCAP. You might want to look at MAIN, which is another good BDC. I have also purchased some more PEP for my retirement portfolio since they just raised their dividend by 15%. That makes us retired folks very happy. :)

    I spent the month of January in Florida to get out of this winter weather. I wish I could of stayed there for the month of February as well. The weather here in NJ has not been kind.
    Feb 16 07:08 PM | Likes Like |Link to Comment
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