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wdjax0n

wdjax0n
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Latest  |  Highest rated
  • Monsanto Corporation: Strong Dividend Set To Continue [View article]
    Hate-America whackos, here and abroad, treat MONSANTO as one of the evil faces of capitalism. In the face of that regrettable headwind, have gone long Syngenta of Switzerland instead.
    Aug 21 07:33 PM | 1 Like Like |Link to Comment
  • Emerson Electric: A Business Transformation Play And Increasing Dividends [View article]
    Has about doubled since 1996-7, whee! Hopefully shedding dry rot in management which purchased diasspointing fiber optics division at height of dot-com boom.
    Aug 19 04:31 PM | 1 Like Like |Link to Comment
  • A Market That Defies All Expectations [View article]
    If regime change occurs in the 2014 Senatorial elections, then the Fed will punish the voters collectively. I was in DC advising on financial markets in the 80s and so remember how much Volcker hated Reagan and friends and would raise rates whenever they tried stimulating the economy.
    Aug 17 05:21 PM | 2 Likes Like |Link to Comment
  • Why Current Water Treatment Technology Can't Solve The Global Water Crisis [View article]
    Much safer water specialist: XYLEM (NYSE).
    Aug 14 07:41 PM | 1 Like Like |Link to Comment
  • Clorox Company Makes The Right Moves [View article]
    Starting to get ginormous debt/equity in better alignment. PEG is still nearly 3.
    If any hedge fund sniffs around, expect another recapitalization into negative shareholder equity, as was done twice before. Pass for now.
    Aug 14 07:37 PM | Likes Like |Link to Comment
  • Covidien PLC - 11.6% Upside: Out Of The Gate, Too Late To Catch [View article]
    Inversion features: US holders pay capital gains tax right away even if they hold the stock without doing anything; apparently the resulting company cannot divest underperforming businesses by a spin-off for many years without further tax headaches; insiders are protected against capital gains whammy; restructuring charges eat into EPS for some time to come in the combined entity. I refer specifically to the EATON experience, how well did that financial engineering work out already?
    Aug 12 02:52 PM | Likes Like |Link to Comment
  • Gabelli Healthcare & Wellness Trust - Invest In Strong Demographic Trends At An 11% Discount With A 5% Distribution [View article]
    Cannot regard any security not paying dividends until recently as "defensive"; contradicts nature of portfolio.
    Aug 9 06:55 PM | Likes Like |Link to Comment
  • 30 Reasons Why 3M Remains A Solid Long-Term Buy [View article]
    Wish it were not so dependent on OEM automotive and highway use products, which deserve low valuation.
    Aug 9 04:15 PM | Likes Like |Link to Comment
  • Tupperware Is On Sale: P/E Of 12, PEG Less Than 1 And A 3.7% Dividend [View article]
    A company for which inversion actually makes financial sense.
    Aug 7 03:50 PM | 1 Like Like |Link to Comment
  • I'm Avoiding These Two Stock Sectors [View article]
    Telephone and Internet services are lessening? Have landline+Internet only service at lowest bundled rate could find, every month it goes up by about a buck, sometimes 2 with no service change (excluding long distance calls.)
    Aug 7 02:51 PM | Likes Like |Link to Comment
  • MLPs - Yes, They're Okay In Your IRA And Other Tax Questions Answered [View article]
    Had a Roth IRA ("totally taxfree') hold Enterprise. It paid $8 of "income" somehow reported to the IRS by some busybody under my name. 3 years later had to pay $500 of tax penalty. Fortunately out of that holding by the next year, on balance clearly lost. Apparently even a tax specialist does not fully get the tax nightmares of MLPs--which were designed for rich beings having on-staff accountants.
    Aug 7 02:40 PM | 1 Like Like |Link to Comment
  • Toronto-Dominion: Positioned As North America's Bank [View article]
    Moving from an economy with good banking conditions and low competition into one with deterioration and downcycles in the sector characterized by high competition. This is progress and strengthening how? US bank regulatory policy person here, author of white papers on financial crises, retired.
    Aug 6 04:46 PM | Likes Like |Link to Comment
  • A Focused Play On MLP Distribution Growth: The C-Tracks Miller/Howard Index Linked ETN [View article]
    Payment depends on the holding company Citi, which is essentially the bank/businesses that have had to be rescued directly or under guided rescue by US Federal sectors repeatedly beginning in the 1980s--largely unknown to the general public but I was a financial regulatory oversight person in Washington DC in those years. Credit risk here.
    Aug 6 04:35 PM | 2 Likes Like |Link to Comment
  • Should Waste Management Be Added To Your Shopping List? [View article]
    This would be a great fit for all the excess cash flowing to Mr. Buffett of Omaha, if the bullish thesis is valid. (Rights to finder commission retained.)
    Aug 6 03:57 PM | Likes Like |Link to Comment
  • Buy Bank Of Nova Scotia For Its Increasing International Presence [View article]
    Good catch, going on Watch List.
    Aug 5 07:36 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,377 Comments
881 Likes