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  • Still Some Meat Left On Lockheed? [View article]
    Don't forget the $3 billion plus buyback (4+ when you combined the already existing one).
    Sep 27 01:01 PM | 2 Likes Like |Link to Comment
  • Still Some Meat Left On Lockheed? [View article]
    Thanks, great article. LMT has also purchased and continues to purchase a significant portion of their shares back. Additionally, they are one of few major companies who seems to be tackling the pension issue head on. I hope in the future some of that money will flow back in the form of increase share buybacks.

    Long LMT
    Sep 19 06:08 PM | 1 Like Like |Link to Comment
  • American International Group Inc declares $0.10 dividend [View news story]
    Thanks for clearly that up, I was about to research that just now. Probably just an honest mistake though.
    Aug 1 06:29 PM | Likes Like |Link to Comment
  • 3 Reasons Bank Of America Is A Buy Ahead Of Earnings [View article]
    Folks didn't forget, they just remember the massive drop it did before 2012 :) I would rather see a nominal 0.16 annual dividend (March 2014) and continue to buy back stock below book value. Getting rid of some of their preferred stock was a very prudent thing to do as well (maybe they should pay back Buffett). Long BAC!
    Jul 2 04:30 PM | 1 Like Like |Link to Comment
  • American Realty Capital Properties (ARCP) continues down the acquisition trail, agreeing to purchase non-traded REIT ARCT IV in a deal valued at $3.1B.  ARCT IV shareholders can elect to receive 2.05 shares of ARCP for each share of ARCT IV, or $30/share in cash. Post-deal, ARCP bumps its 2014 AFFO guidance to $1.19-$1.25/share, and boosts its annual dividend by $0.03 to $0.35/share. Premarket action has the stock up 91%, but it's one trade for 100 shares. (PR[View news story]
    The new annual dividend is actually $0.94 not $0.35 quoted above. Not much of an increase (was $0.91 so looks like a 3.3% bump) but it will be ARCP's 7th consecutive quarterly dividend increase.
    Jul 2 11:33 AM | Likes Like |Link to Comment
  • Ahead of the curve as always, S&P cuts Cyprus' credit rating to CCC with negative outlook from CCC+. [View news story]
    LMAO! That was good!
    Mar 21 04:01 PM | 2 Likes Like |Link to Comment
  • Beware The Dividend Growth Stock Bubble [View article]
    You had me at beware, but I concur no bubbles there....I think it would also help to look at their forward PEs.
    Mar 13 02:20 PM | 3 Likes Like |Link to Comment
  • Compound Dividend Reinvesting Plus Diversification Equals Secure Retirement [View article]
    Pendragon, you are right, I have acknowledged this earlier on this board, I made a mistake inputing the numbers, I got $246,000 final using author's comments.

    Dividend Reinvestment Calculator
    Initial Number of Shares: 130
    Initial Price per Share: $77
    Annual Dividend: $2.44 (this represents 3.2% yield)
    Dividend Annual Growth Rate: 5%
    Stock Price Annual Growth Rate: 5%
    Number of Years: 40

    Calculator Results (Used Buy Upside Dividend Reinvestment Cal.)
    With Dividend Reinvestment
    Total Value: $246,200.32
    Number Shares: 460.15
    Dividends Paid: $95,167.03
    Annualized Return: 8.37%
    Mar 5 01:33 PM | 1 Like Like |Link to Comment
  • Compound Dividend Reinvesting Plus Diversification Equals Secure Retirement [View article]
    Dividend growth rate is 5%, he mentions it multiple times throughout the article.

    In Table 4 above for Johnson and Johnson , we assume:

    $10,000 initial investment
    3.2 percent current yield
    5.0 percent dividend growth rate
    25 years in retirement

    However, you are correct the numbers don't add up, my apologies I made a mistake inputing the numbers into my calculator. This is not defeat the premise that Compound Dividend Reinvesting Plus Diversification Equals Secure Retirement. Unless you can show me otherwise, I will continue to invest on my own and slowly but surely retire at a very young age.
    Mar 5 01:18 PM | Likes Like |Link to Comment
  • Compound Dividend Reinvesting Plus Diversification Equals Secure Retirement [View article]
    Be Here Now, you are right, I must have made a mistake in placing my numbers. I ran the calcualator and also ended with $245,441.

    The numbers the author quoted are still very real if you were to continue to add to your position (say $250 a month) and although he mentions it towards the end of his article, he doesn't make it clear at all how these numbers are obtained.

    Based on just the theory, dividend growth investing (i.e. Dividend Aristocrats) will generate soild returns and allow a small investors to amass a geneorous portofolio.
    Mar 5 01:10 PM | Likes Like |Link to Comment
  • Compound Dividend Reinvesting Plus Diversification Equals Secure Retirement [View article]
    I ran his numbers and the author (David S.) numbers are right, 5% stock growth, 5% dividend growth, 40 years with a initial $10,000, 3.2% yield investment (i.e. JNJ) and you get over $700,000.

    Check out Buy Upside dividend re-investment calculator

    Thanks for the article David!
    Mar 5 12:04 PM | 1 Like Like |Link to Comment
  • BP, which lost its first deal to drill for oil in Russia's Arctic to Exxon (XOM), tried to negotiate a new deal with Rosneft and was again beaten to the punch by XOM in winning access to the Arctic Laptev Sea fields, Reuters reports. BP thus has been left a bystander in the rush for Arctic deals, and all but five of 30 Arctic license areas held by Rosneft have been parceled out in ventures with other firms. [View news story]
    BP being a 18.5% stakeholder (after the TNK-BP Deal) in Rosneft should benefit either way. A oil company of this size trading close to book value seems to me like a good deal and may be ripe for another company to acquire it or merge. Looking forward to the court case ending to see the true value of BP.

    I am long BP
    Mar 4 06:02 PM | 1 Like Like |Link to Comment
  • Intel Corp: Fundamental Stock Research Analysis [View article]
    Jmorgan102 Regardless how you may come to your numbers, I still think Intel below $22.50 is a no-brainer. I usually just read the earnings reports from the company and that typically works out fine.
    Oct 5 02:07 AM | Likes Like |Link to Comment
  • Intel Corp: Fundamental Stock Research Analysis [View article]
    I think you may want to check your numbers again, EPS 2011 $2.39 compared with EPS 2007 $1.18. Revenue 2011 $54B compared with $38B in 2007. In fact 2011 was Intel's best year on record for profits and revenue.

    Intel is behind on mobile but is light years ahead of it's competitors in manufacturing and R&D. Spending billions of dollars every year on buying back shares, increasing dividends, funding small companies the company has the cash to burn. It will catch up on mobile with newer and better designs coming down the pipeline. Look back to the mid 1990s when AMD was running circles around Intel. Where is AMD today? It owns McAfee which is ready to seize on the whole internet security and cyber thing. Bottom line, Intel has the patents, facilities, money, technology, brand and most importantly people (some of the smartest in the world) working for them. Those are just some of the reasons you didn't overpay for Intel. I am long Intel.
    Oct 3 12:36 AM | 5 Likes Like |Link to Comment
  • Dividend Investing Is Not Only About The Dividend [View article]
    Ok you are right! PG is the worst run company of the S&P 500. Management can be a long term problem or a short term problem. Hopefully, it's a short term problem.

    I personally believe it isn't bad management, but other companies (KMB, CL) just performing better. That doesn't make PG inherently a bad company but can make it a cheaper stock. Eventually, management will change and the operating environment will improve but in the meantime it will be hard to imagine a world without Gillette or PG. Reducing share count will improve EPS during a slow-growth environment (which PG is facing) and increasing the dividend is prudent due to their massive cash flow and is designed to reward shareholders for their patience. Best of luck with STB though!
    Jul 29 07:05 PM | 3 Likes Like |Link to Comment