Reasons To Keep Intel In Your Stock Portfolio [View article]
Two years ago this would have been a provocative article. Today it's simply a rehash of what we already know, and it's already baked into the price. Intel's new products hitting in H2 will drive this stock higher.
Nice effort, excellent screening criteria. One question; why would you eliminate a company from your portfolio if the current yield falls as a result of price appreciation? Your YOC is unchanged early on and will continue to increase over time.
McDonald's (MCD) lackluster February sales report is a fresh sign the real economy where people eat fast food and earn less than $24/hour is still sluggish, despite the upbeat jobs report and a soaring Dow. While the numbers exceeded Wall Street expectations, sales at MickeyD's U.S. restaurants open at least a year were flat, suggesting MCD - and a big chunk of the economy - are stuck in neutral. [View news story]
Agreed. There are abundant signs of slow but steady, and possibly accelerating, growth. The jobs report, housing, and consumer spending all indicate genuine progress.
MCD is long term winner who is going through a period of adjustments to their menu. Never count them out!
Which Of The Top 8 Drug Makers Is Most Attractive To Dividend Investors [View article]
Thanks, David. I will start accumulating ABBVI on pullbacks. I am also long a CEF, HQL. It holds a broad portfolio of drug and biotech stocks and yields north of 7%. The fees are a little high but the diversification is important and I'm happy with the total return. It pays distributions as opposed to dividends.
Brookfield: A Wealth Creation Machine [View article]
I am a long time holder of BIP and very pleased with the results. As I see it, their principal risk is from assets held in emerging markets - which often have less stable governments. BIP should hold up well to inflation and interest rate risk. It is heavily dependent on natural resources, which tend to be effective inflation hedges, and to inflation resistant investments like toll roads and power grids. Even in inflationary times people do not curtail their driving or reduce electricity consumption, and tolls for both are frequently adjusted to keep up with other rising prices.
I have dabbled in BAM from time to time but avoided it for the past few years. Their structure is complex and seems to opaque; things I can't clearly understand usually turn out to be bad investments for me.
Buy Wells Fargo Series O Before It Trades Ex-Div On Tuesday [View article]
Perhaps another way to play this is through PFF, an ETF which holds various WFC Preferreds. It yields 5.98% and pays out monthly. The expenses are a reasonable .48%. I use it as a bond substitute in my income portfolio.
Google's Chromebook Pixel Proves A Point [View article]
Ashram,
Nice article.......I learn something every time!
I know nothing about technology but I do know about making money. My interest in this site is purely investment research, so a couple of points from a non - techie. First, the stock price tells us that whether their technology is good or bad Google is hot while Apple is not. Second, analysts and investors focus on financial metrics, not technical specs. Clearly, the fundamentals favor Google - for the moment. Finally, technology investors who fall in love with any company are usually doomed to losing most of their investment. Companies are vehicles for growth and/ or income; being swayed by technical product specifications clouds the financial view. Today's hot products will be replaced very quickly and the money crowd will follow.
Linn Energy: Are The Accounting Issues Much Ado About Nothing? [View article]
I appreciate the deep financial analysis contained above, but I must confess that some of the discussion eludes me. Here is what I know; I invested in LINE shortly after it came public and have held my position ever since. They have accounted for their hedging activities the same way since their IPO. In the ensuing years they have undergone countless audits and every time they do an acquisition their financials are carefully scrutinized by some of the smartest people in the business. To date thre has been nothing untoward in the results........and the dividends keep flowing. My position is fully filled so I did not add shares yesterday morning. Congratulations to those who did. It's been a terrific investment.
Team Alpha Portfolio: Selling A Stock When Serious Questions Arise [View article]
So help me understand...........I bought Line shortly after they went public (think it was '06). They have used the same hedging strategy and the same accounting rules since day one. They produce audited financials each year and are the subject of intense research by a bevy of skilled analysts. Their distributions and price have grown handsomely over the past seven years and they are clearly no Enron or Worldcom. David Linn is one of the savviest guys in the oil patch and, to my knowledge, is widely respected and trusted.
My question is, Why Now? None of this is new..........
Evaluating Buffett's Decision To Buy Heinz At That Price [View article]
My main complaint about this deal is that it removed a highly consistent dividend payer from the market. I've been long HNZ for several years and have appreciated the steady income stream and consistent growth. The 20% premium helps to ease the pain of loss......
Reasons To Keep Intel In Your Stock Portfolio [View article]
Linn Energy: Don't Believe The (Negative) Hype [View article]
I have been delighted with your articles........clear, concise, and perfect for those of us trying to learn. Keep up the great work!
My Perfect Dividend Portfolio [View article]
Nice effort, excellent screening criteria. One question; why would you eliminate a company from your portfolio if the current yield falls as a result of price appreciation? Your YOC is unchanged early on and will continue to increase over time.
3 Undervalued Dividend Paying Financials Attractive For Earnings Growth [View article]
McDonald's (MCD) lackluster February sales report is a fresh sign the real economy where people eat fast food and earn less than $24/hour is still sluggish, despite the upbeat jobs report and a soaring Dow. While the numbers exceeded Wall Street expectations, sales at MickeyD's U.S. restaurants open at least a year were flat, suggesting MCD - and a big chunk of the economy - are stuck in neutral. [View news story]
MCD is long term winner who is going through a period of adjustments to their menu. Never count them out!
Which Of The Top 8 Drug Makers Is Most Attractive To Dividend Investors [View article]
Which Of The Top 8 Drug Makers Is Most Attractive To Dividend Investors [View article]
5 Bullet-Proof Dividend Growers Yielding 5% [View article]
Brookfield: A Wealth Creation Machine [View article]
I have dabbled in BAM from time to time but avoided it for the past few years. Their structure is complex and seems to opaque; things I can't clearly understand usually turn out to be bad investments for me.
VOC Energy Trust Units Are Trading At A Discount To Their Intrinsic Value [View article]
How does one calculate the return based on declining assets; and
When is the best time to exit a trust?
Thanks,
Buy Wells Fargo Series O Before It Trades Ex-Div On Tuesday [View article]
Google's Chromebook Pixel Proves A Point [View article]
Nice article.......I learn something every time!
I know nothing about technology but I do know about making money. My interest in this site is purely investment research, so a couple of points from a non - techie. First, the stock price tells us that whether their technology is good or bad Google is hot while Apple is not. Second, analysts and investors focus on financial metrics, not technical specs. Clearly, the fundamentals favor Google - for the moment. Finally, technology investors who fall in love with any company are usually doomed to losing most of their investment. Companies are vehicles for growth and/ or income; being swayed by technical product specifications clouds the financial view. Today's hot products will be replaced very quickly and the money crowd will follow.
Linn Energy: Are The Accounting Issues Much Ado About Nothing? [View article]
Team Alpha Portfolio: Selling A Stock When Serious Questions Arise [View article]
My question is, Why Now? None of this is new..........
Evaluating Buffett's Decision To Buy Heinz At That Price [View article]