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Saint Mark

Saint Mark
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  • Will These High-Yield Low-Risk Winners Fit In Your Portfolio? [View article]
    What are the tax implications of owning RCI?
    Sep 30, 2013. 12:18 AM | Likes Like |Link to Comment
  • The JPMorgan Apologists Of CNBC [View article]
    Great post!

    I switched to Bloomberg for news and info a couple of years ago. Still have to be careful and check facts, but overall I think it's pretty good.
    Sep 29, 2013. 05:40 PM | Likes Like |Link to Comment
  • The JPMorgan Apologists Of CNBC [View article]

    Like you, I shared a similar view of Dimon and CNBC. But over time my opinion has evolved. Taking the acquisitions out of the equation, there is still significant wrong doing within the bank. At the end of the day, it happened on Dimon's watch and he is accountable - to shareholders, customers, tax payers, and the law.

    I finally sold my shares when the details of the London trades became public. Banks need internal controls and, more importantly, they need ethical leaders who know that losses of billions of dollars is not a "........a tempest in a teapot". Coziness with the financial press and a coterie of elected officials should not protect a firm, or it's executives, when they cause the kind of damage that was inflicted on the markets by JPM.
    Sep 29, 2013. 05:30 PM | 8 Likes Like |Link to Comment
  • Vipshop Has A Lot More To Go, Don't Miss This Train [View article]
    Comparison to TJX? What's wrong with this picture?
    Sep 14, 2013. 07:31 PM | Likes Like |Link to Comment
  • Philip Morris: Explaining The Debt Issue [View article]

    Enjoyed your article and the ensuing discussion. I agree that PM does not currently have a debt problem, but the trends you identify are important for future consideration. Trends always lead somewhere, and PM's are no exception......if these trends persist over the next six or seven years (when I plan to retire), I will likely have a problem. Seeing the trend clearly, and watching for a correction, are prudent elements of retirement income investing.

    Keep up the good work!
    Jul 11, 2013. 04:37 PM | Likes Like |Link to Comment
  • 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.
    May 18, 2013. 12:23 AM | 4 Likes Like |Link to Comment
  • 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!
    May 9, 2013. 10:06 PM | Likes Like |Link to Comment
  • 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.
    Apr 20, 2013. 10:08 AM | 2 Likes Like |Link to Comment
  • 3 Undervalued Dividend Paying Financials Attractive For Earnings Growth [View article]
    Excellent article! I am just starting to learn how to evaluate financial stocks so I really appreciate your methodology.
    Mar 26, 2013. 11:19 AM | Likes Like |Link to Comment
  • 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!
    Mar 9, 2013. 08:45 AM | 2 Likes Like |Link to Comment
  • 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.
    Mar 7, 2013. 11:26 PM | Likes Like |Link to Comment
  • Which Of The Top 8 Drug Makers Is Most Attractive To Dividend Investors [View article]
    I am long BMY but concerned about the payout ratio. Thinking about swapping it for ABBVI but concerned about the lack of a track record. Thoughts?
    Mar 6, 2013. 10:54 PM | Likes Like |Link to Comment
  • 5 Bullet-Proof Dividend Growers Yielding 5% [View article]
    I recently sold BCE - No dividend reinvestment at Schwab. Otherwise, a terrific company with a terrific dividend!
    Mar 6, 2013. 12:08 PM | Likes Like |Link to Comment
  • 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.
    Feb 26, 2013. 12:23 PM | 4 Likes Like |Link to Comment
  • VOC Energy Trust Units Are Trading At A Discount To Their Intrinsic Value [View article]
    I have been watching several oil trusts lately but have a couple of very basic questions:

    How does one calculate the return based on declining assets; and

    When is the best time to exit a trust?

    Feb 24, 2013. 12:31 PM | Likes Like |Link to Comment