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cubanpete

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  • Pfizer Does Not Need AstraZeneca [View article]
    Your article neatly sums up all the good reasons to hold/buy Pfizer. It supports what my rational investor side thinks (I am long PFE in numerous accounts and have some shares left me by my mother that have a cost basis of $1.50) My problem is that my gut hates the fact that it doesn't seem to move up very much...despite all the good financial news. Your chart points out the key negative on this company--growth rate. I will continue to hold the stock in this climate of pathetic interest rates on savings and money markets since the dividend beats a poke in the eye with etc. etc. but it seems to me that sooner or later, there has to be something on the order of organic growth (a new drug?) as opposed to buying back shares and cutting costs. I suppose one way to look at PFE is the way I look at T--a good retirement income stock with limited downside, and some possible modest upside. Thanks for a good article on the benefits of keeping Pfizer in the portfolio.
    Nov 11, 2014. 01:27 PM | 4 Likes Like |Link to Comment
  • Team Alpha Portfolios: Dumping Cisco As It Continues To Lag [View article]
    Great article and great discussion. Totally independently, I have closed out 80% of my Cisco positions (keeping a few shares in the retirement account) at the end of last week as I believe also that there are better places to put my money. As I have mentioned previously, I am fed up with management and the fact that there are endless discussions of "will it or won't it" on this and many other investor forums (while the stock languishes) is an indication of the overall malaise of uncertainty that permeates this company. Will be looking to the wise heads in this column for suggestions on where to invest the cash I have taken out of Cisco.
    Jan 6, 2014. 05:16 PM | 3 Likes Like |Link to Comment
  • The Best Way To Invest In This $50 Billion Tech Trend [View article]
    As a (very) amateur investor it is articles like these, which clearly define the value propositions and the potential market shifts that will accompany them, which are enormously helpful. My operating principle in investing my carefully hoarded dollars is that if I cannot understand it I shouldn't buy it. This article makes it clear that I should stick with my CSCO position, start to follow BRCM and VMW, and rethink my current strategies in the telcom market. Many thanks for an informative and well-written article.
    Oct 3, 2013. 09:16 AM | 3 Likes Like |Link to Comment
  • American Capital Ltd.: What A Share Is Worth [View article]
    Your article makes a complex scenario a great deal clearer. Well done. Having said that I tend to agree with Yblarr in that a good management team would have/should have taken the effort you did to present their case to investors at all levels, including retail--particularly those who were burned by the performance of ACAS in the recession. I am still finding the whole scenario difficult to comprehend (though your eloquent summary did much to clarify the plan and its implications) and the complexity of the plan, along with no prognosis on future dividends, will keep me away from putting my hand back in the fire, so to speak. Many thanks for a useful article.
    Nov 8, 2014. 01:00 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan Suffers A Setback [View article]
    Useful article, thank you. I am long KMP and am considering buying a little more if there is more of a price dip on this news.
    Jul 16, 2014. 10:12 AM | 2 Likes Like |Link to Comment
  • Sell Cisco And Buy Nokia [View article]
    Many years ago I was given advice by a man who handicapped horse races and made a good living out of it. The secret of his success was a broad and deep knowledge of bloodlines and racing form--the result of constant and diligent research. What he told me was that whenever he felt that determining the potential winner of a race was too difficult to call based on form, he would "bet the jockey" not the horse. I am long on Cisco but to me, a far less sophisticated investor than all of you writing here, going into 2014 I no longer feel confident in Mr, Chambers' leadership. I have stuck with him for a decade now, but will be unloading my position in Cisco at a loss and find a better place to put my money. Microsoft is finally pushing Mr. Ballmer out to pasture and I hope that Cisco comes to its senses and does the same with Mr. Chambers. Investing is not horse racing, but management is one of my key criteria in deciding what to sell and buy. I wish everyone a profitable and happy 2014.
    Dec 31, 2013. 10:34 AM | 2 Likes Like |Link to Comment
  • Recent Moves By Pfizer Management: No Big Deal Or Telegraphing A Sell-Off? [View article]
    Most of the latest analysis by various financial publications (WSJ etc.) conclude that insider buying is not the harbinger of steep stock price increases as many had believed. Management, dividend consistency and portfolio aside, Mr. Davis' point about steady insider selling (particularly the fact that Mr. Read decreased his holdings by 25%) can only be interpreted as a worthwhile reality check on a company whose stock is one of my major portfolio holdings. Whether or not Sonny and Cher "break up", and despite the talent of new management, when top officers sell it is never a very positive sign about the immediate future. Thanks for a good article. I do not interpret you as saying "sell before it is too late", but rather, a worthwhile suggestion to pause and look more closely at the movements over the next few months on the hiring, promoting, acquiring and strategic "shifts" (a.k.a. divestiture) fronts.
    Dec 17, 2013. 05:58 PM | 2 Likes Like |Link to Comment
  • Pres. Obama's re-election doesn't bode well for the odds of a tax holiday on overseas cash, notes Eric Savitz. That's problematic for large-cap tech names such as Apple (AAPL), Microsoft (MSFT), and Cisco (CSCO), which respectively have $83B, $54B, and $42.5B stashed overseas (per their most recent financials). As Savitz observes, there's a good chance some of that cash will be used on foreign acquisitions, especially in light of recent deals such as Microsoft/Skype and Cisco/NDS. [View news story]
    I happen to think that moving quickly to develop a policy which allows reduced taxes on overseas profits/cash if the money is invested in proven job-creating businesses in the U.S. is a no-brainer. I also agree that the money has been taxed already where it was earned so this kind of solution would be a win/win. Then again, I am a proponent of legalizing marijuana and imposing a hefty tax on it (think cigarettes) as a way of opening a new revenue stream for the government and eliminating a profit source for organized crime. But then again, I am the first to admit I don't know much about nothin'!
    Nov 8, 2012. 12:22 PM | 2 Likes Like |Link to Comment
  • Building A Portfolio, One Wish-List Stock At A Time [View article]
    This was an easy to understand and easy to follow article. Many thanks. I suppose I also liked it as many of your picks and wishes reflect some of the stocks I am looking at carefully, so I feel both justified and secretly happy that if I make a mistake, there is someone else out there ready to suffer also! Good insightful summary.
    Jul 17, 2012. 02:01 PM | 2 Likes Like |Link to Comment
  • Energy Transfer Moves U.S. Oil And Gas, And More [View article]
    Excellent, well presented and thought out article. Many thanks. I have ETP for the dividend, and for the simple reason that oil, gas, LNG etc. are limited resources and will be in use for some time to come. I like anything that bundles together so many resource plays under one roof. I am considering adding ETE now that I have read your article. One disappointment, however, I was hoping that "slobberer" was a new technical term for me to throw about so as to impress people. Very sad it is merely a typo..Keep up the good work.
    Sep 29, 2014. 08:37 PM | 1 Like Like |Link to Comment
  • This Ratio Indicates An Alpha Opportunity At GE [View article]
    I bought in at the low 20's on the basis of sum of the parts=more than the whole and the price/dividend seemed right. Frankly, for me the future depends on how they work the partnership with the French (if this becomes a time and money sinkhole then it could have a negative effect on the success of the other parts of the business). Continuing to hold long term.
    Jul 16, 2014. 10:09 AM | 1 Like Like |Link to Comment
  • Why Kellogg Is Heading To $70 [View article]
    I have picked up grumblings about Buffett and Kellogg--most recently in the latest issue of Financial Times. Is this rumor unfounded, or have there been more solid reports of a potential play by Buffett? Have owned the stock for years, and love the boring way it continues to keep costs down, turn in a profit and raise the dividend...Yawn!
    Apr 30, 2014. 05:35 PM | 1 Like Like |Link to Comment
  • Microsoft's Buyback Paves The Way For High Dividend Growth [View article]
    Nice, easy to comprehend overview. As far as the negatives moving forward, I am taking a rather Pollyanna-ish view on new management bringing a breath of fresh air to expansion into new markets and changing the entrenched silo corporate culture. I did like your pointing out that there are three conditions one looks for in dividend payout potential and the fact they create "fertile soul" for increasing payouts. Adds a mystical quasi-religious note to the bullish future of MSFT. I am long and staying that way.
    Mar 29, 2014. 12:33 PM | 1 Like Like |Link to Comment
  • ACAS Is On Cruise Control [View article]
    I am a sucker for anyone who uses the art of Carl Barks to illustrate a financial point...nicely done and sorry I have nothing insightful on an investing basis to add. I am long ACAS, love the strategy of share buyback but would feel a lot better if they paid a dividend sooner than later (sadly, a great many of my shares were bought before ACAS cratered and where I could I have used the losses to offset gains, but the shares in my IRA are waiting for the "second coming"--a.k.a. dividend.)
    Dec 1, 2013. 07:55 PM | 1 Like Like |Link to Comment
  • Cisco's Acquisition Of BlackBerry: To Be Or Not To Be? [View article]
    Hmmm. All good points and interesting arguments. Seems to me, that the real question is the value of the Blackberry brand. How much damage has it inflicted upon itself and to what extent has this sucked out all the intangibles (loyalty, technology trustworthiness etc.) that commanded such a loyal (mostly enterprise but some consumer) user base. Interbrand's annual ranking of top global brands demonstrates how the power of a brand franchise adds financial benefits, and conversely, how loss of credibility detracts from this. All the companies mentioned as potential buyers could probably have the finances and technological know-how to take on the challenge of resurrecting Blackberry in some form or another, but if the brand itself has suffered irreparable damage then I submit it would be an unwise investment of financial resources. I suspect that opportunistic picking over of the company carcass for bargain prices on existing patents etc. is the only scenario that makes sense.
    Oct 14, 2013. 09:50 AM | 1 Like Like |Link to Comment
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28 Comments
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