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BenH

BenH
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  • Brad Thomas Positions For 2015: Attractive Opportunities Present Themselves In REITs [View article]
    Read any of Brad's articles (not just this interview) to get the analysis you are seeking. Also, note that Brad quoted Josh Peters, the editor of the M* Dividend Investor.
    Dec 24, 2014. 11:44 AM | 1 Like Like |Link to Comment
  • CVR Partners Forecast Update [View article]
    I'm just ignoring the fact I own UAN and hoping for better days.
    Nov 26, 2014. 02:43 PM | Likes Like |Link to Comment
  • Should You Buy CVR Partners On The Dip? [View article]
    I do not believe there is material difference between MLP and LP. You get a K-1 from UAN same as you do for any other LP/MLP.
    Aug 2, 2014. 06:26 PM | 5 Likes Like |Link to Comment
  • Dividend Buy Of The Month: Orchids Paper Products Company [View article]
    Had been contemplating selling TIS based on the new CEO's somewhat lukewarm affirmation of their commitment to paying a dividend; the poor quarterly results sealed the deal and I sold last week. I tend, though, to have more misses than hits with my sells so I shall see what happens with this one.
    Jul 30, 2014. 09:15 PM | Likes Like |Link to Comment
  • Orchids Paper Products misses by $0.32, misses on revenue [View news story]
    I think I'm out. Thought I had found a gem last year with this company but between the new CEO and his compensation and his relatively lukewarm embrace of dividends I'm thinking twice about it.
    Jul 24, 2014. 07:56 PM | 1 Like Like |Link to Comment
  • The 3% Yield Club: 25 Non-REIT, Non-MLP Dividend Stocks Yielding Over 3% (Part 3) [View article]
    Depends on your broker. I don't have Fidelity but have read elsewhere they do it automatically but probably best to call and make sure for yourself.
    Jul 20, 2014. 07:16 PM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 11:12 PM | Likes Like |Link to Comment
COMMENTS STATS
144 Comments
169 Likes