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inmocean

inmocean
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  • 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
  • This Blue Chip Dividend Stock Has Huge Dividend Growth And Goes Ex-Dividend Next Week [View article]
    Math correction:
    2009 dividend: .21
    2013 dividend: .3125
    Growth rate: 10.5%, not 49%

    To make it a 5 year growth rate, bring in 2008, when the quarterly dividend was also .21. This makes the growth rate 8.3%.

    There are many reasons to like SLB, but its dividend is far down the list.
    Feb 10 12:22 PM | 2 Likes Like |Link to Comment
  • WisdomTree's (WETF) dividend-weighted approach has its emerging-market dividend ETF (DEM) smoking its better-endowed competition (EEM, VWO). Up 7.7% annualized over 5 years (compared to about 2% for the other two), DEM's approach has it tilting to smaller value stocks with high yields. It's working for WisdomTree the stock as well, +46% YTD. [View news story]
    I compared using TD Ameritrade. But after further consideration, I bought MXF, a closed end fund trading at a small discount to NAV; they pay a hefty dividend and have been growing nicely (24%/yr for last 10 years). Their dividend for the next year, and they pay it quarterly, is computed as 10% of the NAV as of the last trading day of the previous year, ie, 12/30/12, which was 30.81. The fund's price is about a 1% discount to NAV right now.
    Feb 10 03:01 AM | Likes Like |Link to Comment
  • WisdomTree's (WETF) dividend-weighted approach has its emerging-market dividend ETF (DEM) smoking its better-endowed competition (EEM, VWO). Up 7.7% annualized over 5 years (compared to about 2% for the other two), DEM's approach has it tilting to smaller value stocks with high yields. It's working for WisdomTree the stock as well, +46% YTD. [View news story]
    I appreciate this article pointing this out; I looked at DEM vs EEM vs VWO (which used to be almost identical to EEM but has changed a bit) and DEM has lower risk and higher return for 3 and 5 yr periods, about the same for the one year. I'm going to move out of VWO and into DEM.
    Feb 7 08:58 PM | Likes Like |Link to Comment
COMMENTS STATS
56 Comments
26 Likes