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  • Disney: Guardians Of Earnings Growth [View article]
    In March 2009 I bought some Disney for $17.36/share. Using that as a starting point shows a CAGR of around 35.7%. What does this mean? Timing is everything.
    Aug 31 09:15 PM | Likes Like |Link to Comment
  • Philip Morris: The Dividend Will Eventually Be At Risk [View article]
    You watch Shark Tank, right?
    Jun 28 03:49 PM | Likes Like |Link to Comment
  • Philip Morris: The Dividend Will Eventually Be At Risk [View article]
    My son and his wife, both smokers, first switched to clove cigarettes. They didn't smell bad like tobacco does, but inhaling them caused plenty of health issues. Then they switched to e-cigs 2 years ago. They started with lower cost versions and moved up a bit. They both seem happy enough to switch to this delivery system and it's not primarily due to the cost, which is certainly lower, or some fashion statement. It's due to a perceived better health risk. As a second-hand breather of the vapor, I don't like it but it's much less annoying than cigarette smoke.

    I am long PM, but I've reduced my holdings. It's true that PM is a very stockholder friendly company and they have a great track record. However, I'm concerned enough about the future to reduce my holdings by 50%. Guess I just didn't drink the Kool-aid (Nebraska's state soft drink since 1998!) of the true believers.
    Jun 27 05:41 PM | Likes Like |Link to Comment
  • 2015: Hertz Narrows Its Moat [View article]
    Your summary's third bullet point says the article will show why now is a good time to invest. Your conclusion's final lines advise that now is a good time to sell, not buy.

    I tend to agree with your conclusion's sentiment, but your advice is confusing.
    Mar 18 03:56 PM | Likes Like |Link to Comment
  • More on Costco FQ2: Net profit drops 15% [View news story]
    Blame the weather.
    Mar 6 06:30 PM | Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Aflac Inc. [View article]
    That's a pretty large differential between your ModernGraham valuation of $190 and a market valuation of $65. I started making monthly purchases of AFL in 2007, including a purchase of 14 shares for $14.37 on 3/9/2009. Even so, my annualized return is only 11%. I remain hopeful that the stock will move towards the MG valuation, but am not really pleased about its performance to date. It seems to be taking a hit due to its reliance on Japan for the bulk of its revenue.
    Mar 6 04:42 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 7): 9 Stocks We Purchased This Month [View article]
    I don't understand the reason for a buy zone. Why not just use a single value, below which the stock is a good buy?
    Oct 30 10:04 PM | Likes Like |Link to Comment
  • What Verizon's Expansion Into Canada Could Mean [View article]
    Your article is very good, but it only covers what Verizon's entrance into the Canadian marketplace will mean for Canada? What does it mean for Verizon and its shareholders? I'd like to see Verizon go into Mexico too and make for a North American roaming-free phone zone.
    Jun 27 10:50 PM | 1 Like Like |Link to Comment
  • Profit From Rising Interest Rates With This Sector -- While You Still Can [View article]
    I think the market will see that gains due to rising rates causing fence-straddlers to buy will probably be short-lived and therefore not increase the homebuilder stocks. It happens often that a company delivers a great quarter but mediocre guidance and the stock is pummeled. The market's always looking long-term.
    Jun 22 03:18 PM | Likes Like |Link to Comment
  • Kinder Morgan Management: Have Your Cake And Eat It Too [View article]
    I had 116.000 shares. TDAmeritrade gave me 1 share and $61.52. According to them, the dividend was a 1.01477021:1 stock split. This means I should have received 117.713344 shares. So my .713344 shares were given to me as $61.52 cash, or the rate of $86.24/share. On 5/15, the low for the day was $86.23, so it's within the range. Am I paranoid, or do the brokers always give you the worst price of the day?
    Jun 2 04:47 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan Management: Have Your Cake And Eat It Too [View article]
    I bought KMR recently through TDAmeritrade, and as they pay via stock splits I assumed I'd collect the dividend in additional shares. But they only gave me the full shares, not the fractional shares, which they gave me as cash. I had to specifically tell them to DRIP the shares.
    Long KMR, KMI/WT.
    May 29 02:32 PM | 1 Like Like |Link to Comment
  • Philip Morris' CEO Discusses Q1 2013 Results - Earnings Call Transcript [View article]
    What's going on with the Philippines and cigarette consumption? It seemed that every paragraph began "with the exception of the Philippines, ..."
    Apr 18 09:31 PM | Likes Like |Link to Comment
  • The Easiest Way I Know To Make Money In Stocks [View article]
    Not an ETF but a CEF: they recommend MXF. Pays a 10% div based on closing price of 12/31 or previous years.
    Mar 21 10:55 PM | Likes Like |Link to Comment
  • The outlook for MLPs is rosy, according to Elvira Scotto, a director at RBC. In a report on the sector published by The Wall Street Transcript, Scotto says that thanks to low interest rates, MLPs have ready access to capital and can thus easily fund growth. This is good news for yield-starved investors as MLPs offer handsome payouts. Previously: MLPs will outperform even if rates rise. [View news story]
    I'd be fine with their changing to C-Corps as most of my investable money is in IRA's and this would simplify things.
    Mar 21 06:43 PM | Likes Like |Link to Comment
  • Battle Of The Big Oils: Which Has The Better Balance Sheet, Exxon Mobil Or Chevron? [View article]
    I've been meaning to take an accounting class, but your article is really excellent; I understood it fine. However, I'm surprised to read that when companies buy back their stock it isn't really retired. Having lots of treasury stock seems like a large negative, as it's a potential diluting factor if they decide to release that stock. I'm long XOM, but I think it's about time I bought some CVX too.
    Mar 5 08:39 PM | Likes Like |Link to Comment