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BenH

BenH
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  • CVR Partners Forecast Update [View article]
    Long UAN since mid-2011; average cost is $24 and change. Appreciate your articles Chris. Have been watching this warily but decided to pick some more up today (prior to reading the article). Thanks for the insight.
    Jan 14 01:44 PM | 1 Like Like |Link to Comment
  • The U.S. Civilian Gun Market Has Peaked; Downside Ahead [View article]
    Just came back to this article after about two months. Been trying to determine what to do with my 50% + gain (excluding dividends). @ $78+ now (compared to $52 at article publication) and still climbing after a mediocre December. FastGraphs shows it just now breaking over its normal PE line and momentum is building again (not that I believe in that voodoo magic of TA).
    Jan 8 10:07 AM | Likes Like |Link to Comment
  • Shipping Container Dividends: Textainer Group Holdings Vs. TAL International Group [View article]
    Picked up some TGH yesterday. Read this article today. I like positive affirmation.
    Dec 19 12:36 PM | Likes Like |Link to Comment
  • Apple: How Big Can The Dividend Get? [View article]
    As a buyer and reseller of phones as a side hustle...people do indeed buy phones every day. Almost sad but hey, gives me pocket change.
    Nov 27 09:28 AM | Likes Like |Link to Comment
  • The Chowder Rule [View instapost]
    Garthilk, you can run a similar screen at M*.

    Ben
    Nov 3 04:25 PM | Likes Like |Link to Comment
  • 10 Rules For Investing In Today's Stock Market [View article]
    Like a guy I work with who has a special loathing for air-soft sports...and goes out of his way to research it so he can protest it even more.
    Oct 17 11:12 AM | 1 Like Like |Link to Comment
  • A Real Dividend Growth Machine: Q3 2013 Review [View article]
    Morningstar has a pretty good porfolio tracking tool and it is free.
    Oct 15 01:28 PM | Likes Like |Link to Comment
  • What Is Due Diligence? Here's How I Do It [View article]
    The PDF I get only runs 1 page. Clicking on the "Stock Analysis" link brings up the page with entire written commentary and the Bulls/Bears. So yes, you are correct; I don't see where all that data is contained in one single read/sheet/page.
    Oct 9 01:21 PM | Likes Like |Link to Comment
  • Comparing 2 Magic Formula Tobacco Stocks [View article]
    BHN...I appreciate the input and the caution. I agree it is not a pretty company and I wouldn't buy it again or recommend others to buy it. However, as I am already in the company my thoughts are to stay in.

    That being said, given your thoughts on the financials sent me to M* to review them myself. Yes, EPS is ugly and the payout ratio is as you stated above. Their share count is steadily rising given their yearly dividend payout. Book value/share is mostly negative for the last decade. On the other side, their net income is positive (if erratic), FCF is positive (again, erratic). Quick ratio and current ratio are both above 2 for the TTM (fairly consistent in this over the last 10 years).

    There are a few more items of interest but they just paint the same picture: low-growth company that can continue operating. Not pretty but not Enron.

    Is hanging in there the best decision? Right now, I'm going to...but will keep watching it.

    Thanks for the discussion.

    Ben
    Sep 19 11:12 PM | Likes Like |Link to Comment
  • Dividend Champions: 17 Increases Expected By The End Of November [View article]
    5% (to $.81)
    Sep 18 10:05 PM | 1 Like Like |Link to Comment
  • Comparing 2 Magic Formula Tobacco Stocks [View article]
    Stumbled across this article while looking at $VGR vs. $LO. Have been in $VGR for about a year. Bought into $PM earlier this month on their weakness and their dividend increase announcement which got me re-evaluating my $VGR holding. No price appreciation in my $VGR and very low future earnings estimates (per FastGraphs) but healthy dividend flow (plus their annual scrip dividend). Agree, $LO is the healthier of the two and will likely keep my $VGR and fund a future $LO purchase with new money as available.
    Sep 17 08:25 PM | Likes Like |Link to Comment
  • It's Time To Play Ball (Part 2): Building A Winning Dividend Growth Roster [View article]
    You are welcome.
    Aug 13 11:56 PM | 1 Like Like |Link to Comment
  • It's Time To Play Ball (Part 3): Dividend Growth Prospects (And Suspects) [View article]
    There used to be...or am I misremembering?
    Aug 13 11:32 PM | Likes Like |Link to Comment
  • It's Time To Play Ball (Part 3): Dividend Growth Prospects (And Suspects) [View article]
    I have a few positions spread that exist in two different accounts. As someone commented above that occurred because I had cash available in one account and not in another. And I do agree with Chowder (as one Marine speaking to another) that it all ends up in the same place. However, in general I want to avoid duplicating positions as my life is complicated enough. Also, I plan to use my taxable account income long before I am eligible to draw on my Roth accounts.

    Secondly, I do keep a spreadsheet on my computer for my positions. But I primarily rely on M* Portfolio Manager (it is free even if you are not a Premium Subscriber). Fantastic tool for keeping track of positions, watch lists, and hundreds of metrics for analysis.

    Ben
    Aug 13 11:25 PM | Likes Like |Link to Comment
  • It's Time To Play Ball (Part 2): Building A Winning Dividend Growth Roster [View article]
    Not Chowder but I use StreetInsider (http://bit.ly/Mg0u08). They have an RSS feed for dividend announcements.
    Aug 11 10:19 PM | Likes Like |Link to Comment
COMMENTS STATS
138 Comments
161 Likes