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    <title>George Kuan's Comments</title>
    <description>George Kuan's Comments RSS Syndication from SeekingAlpha.com</description>
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      <title>A Buyback Strategy Does Outperform</title>
      <link>http://seekingalpha.com/article/1026671/comments?source=feed#comment-11963181</link>
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        <![CDATA[I also looked into various aspects of the buyback strategy (sizes of buyback programs, buyback rates, overlap with dividend growth, and returns). It does seem to get a bad rap (especially when juxtaposed with dividend growth) despite being rather well-performing under many time frames.   ]]>
      </content>
      <pubDate>Mon, 26 Nov 2012 13:05:23 -0500</pubDate>
      <description>
        <![CDATA[I also looked into various aspects of the buyback strategy (sizes of buyback programs, buyback rates, overlap with dividend growth, and returns). It does seem to get a bad rap (especially when juxtaposed with dividend growth) despite being rather well-performing under many time frames.   ]]>
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    <item>
      <title>A Time For Stocks</title>
      <link>http://seekingalpha.com/article/676001/comments?source=feed#comment-6664571</link>
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        <![CDATA[Interesting article. Curiously, I was looking at earnings yield, dividend yield, and Treasury yields (though I was looking at the 10-year instead of the T-bill), plotting data all the way back from the 1960s (in a post &quot;Earnings versus Dividend Yield&quot; on my personal blog ). The spread between dividends and earnings has been growing ever since 1960. Interestingly, from my plots, you can see the 10-year Treasury (which normally would be less sensitive to central bank activity than the T-bill but all bets are off these days) yield correlated with the earnings yield until 2001 after which earnings yield climbed whereas 10-year yields continued their secular decline. ]]>
      </content>
      <pubDate>Thu, 21 Jun 2012 16:30:46 -0400</pubDate>
      <description>
        <![CDATA[Interesting article. Curiously, I was looking at earnings yield, dividend yield, and Treasury yields (though I was looking at the 10-year instead of the T-bill), plotting data all the way back from the 1960s (in a post &quot;Earnings versus Dividend Yield&quot; on my personal blog ). The spread between dividends and earnings has been growing ever since 1960. Interestingly, from my plots, you can see the 10-year Treasury (which normally would be less sensitive to central bank activity than the T-bill but all bets are off these days) yield correlated with the earnings yield until 2001 after which earnings yield climbed whereas 10-year yields continued their secular decline. ]]>
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    <item>
      <title>Dividends Vs. Buybacks: Putting The Debate To Bed, Part II</title>
      <link>http://seekingalpha.com/article/314312/comments?source=feed#comment-2111482</link>
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        <![CDATA[This is a very interesting discussion. Surprisingly, when I ran the holdings of PKW (139 holdings) and PFM (189), the intersection ended up being only 12 names (IBM, TGT, WAG, CB, FDO, WMT, GWW, CTAS, TJX, SFG, CASY, LOW).  ]]>
      </content>
      <pubDate>Fri, 16 Dec 2011 17:56:24 -0500</pubDate>
      <description>
        <![CDATA[This is a very interesting discussion. Surprisingly, when I ran the holdings of PKW (139 holdings) and PFM (189), the intersection ended up being only 12 names (IBM, TGT, WAG, CB, FDO, WMT, GWW, CTAS, TJX, SFG, CASY, LOW).  ]]>
      </description>
    </item>
    <item>
      <title>Mosaic: 50 Percent Undervalued After A 25% Sell-Off</title>
      <link>http://seekingalpha.com/article/311548/comments?source=feed#comment-2079464</link>
      <guid isPermaLink="false">2079464</guid>
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        <![CDATA[Mosaic MOS performance for the past 3 months doesn't seem to be an isolated event (among peers). Potash POT experienced a similar percentage drop during that time period and it does not have that oft-cited Cargill dilution issue nor the same litigation. Agrium AGU tracked with MOS and POT though it didn't do quite as poorly. In contrast, Deere (<a href='http://seekingalpha.com/symbol/de' title='Deere & Company'>DE</a>) and Monsanto (<a href='http://seekingalpha.com/symbol/mon' title='Monsanto Company'>MON</a>) did bottom in early October with the rest of the market so it isn't an Ag sector wide issue. So, maybe it is something fertilizer related. In terms of the long-term secular demand story for Ag, I am in agreement, bar any worldwide cataclysm.]]>
      </content>
      <pubDate>Fri, 02 Dec 2011 20:02:58 -0500</pubDate>
      <description>
        <![CDATA[Mosaic MOS performance for the past 3 months doesn't seem to be an isolated event (among peers). Potash POT experienced a similar percentage drop during that time period and it does not have that oft-cited Cargill dilution issue nor the same litigation. Agrium AGU tracked with MOS and POT though it didn't do quite as poorly. In contrast, Deere (<a href='http://seekingalpha.com/symbol/de' title='Deere & Company'>DE</a>) and Monsanto (<a href='http://seekingalpha.com/symbol/mon' title='Monsanto Company'>MON</a>) did bottom in early October with the rest of the market so it isn't an Ag sector wide issue. So, maybe it is something fertilizer related. In terms of the long-term secular demand story for Ag, I am in agreement, bar any worldwide cataclysm.]]>
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