kelbon’s Activity

Today

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Boards Post

kelbon replied to the Dividend Growth Investing board. 12:26 PM

Re: My SO Sell follow-up...

I understand your concerns and share them to a degree. However, one of the market gurus I follow and trust regarding dividend growth investing is Josh Peters of M*. He recently added SO shares to his M* Div. Gro. "Harvest" portfolio and [more]

Yesterday

NL

Boards Post

kelbon replied to the Value Hounds board. 10:48 PM

Re: Two Ideas

I know it looks like MAT has cut in the past, but I suspect they actually raised and split the stock

Adjusted for stock splits, Mattel has cut the dividend, and dramatically, in the past. In spite of increased earnings per share they [more]

Mon Mar 2

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Boards Post

kelbon replied to the iPIG Portfolio board. 5:16 PM

Re: What About Texas Instruments?

To me, the Debt to equity ratio is simply inadequate for judging whether or not debt is too much.

Inadequate sometimes (debt/equity ratio); other times just completely misleading. Try paying down debt with Goodwill and Intangible [more]

Sun Mar 1

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Boards Post

kelbon replied to the Dividend Growth Investing board. 7:25 PM

Re: Analyzing my Dividend Stocks

IMO, a million dollars socked away is definitely within reach of most individuals and two million is in reach of couples, provided there is discipline to put money aside every month.

Not only is discipline required to put money aside [more]

Wed Feb 25

NL

Boards Post

kelbon replied to the Value Hounds board. 10:45 AM

Re: More div increases

More div increases…
…in my portfolios


And in mine: The Board of Directors of power management company Eaton (ETN) today declared a 12.2 percent increase in the quarterly dividend from $0.49 per ordinary share to $0.55 per [more]

Tue Feb 24

NL

Boards Post

kelbon replied to the Value Hounds board. 2:06 PM

Re: Fastenal (FAST)

Turning to its chart, and the steady stream of dividend increases, with special dividends interspersed, it seemed too good to be true, until I came to the last year and a half, when suddenly, quarterly increases ceased from August 2013 to November [more]

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Boards Post

kelbon replied to the Value Hounds board. 12:27 PM

Re: More reasons to hate Valeant (VRX)

[From the 10-K filing they list possible change in tax rates as a significant risk factor]

Looks very dicey indeed to my eyes - sw


Pretty much all companies' risk factors as stated in 10-Ks can give serious pause (being a [more]

Mon Feb 23

NL

Boards Post

kelbon replied to the Value Hounds board. 2:30 PM

Re: More reasons to hate Valeant (VRX)

The fact that Valeant (and Actavis) keep getting these deals and major Pharma companies are passing is a real tell. We know that PFE is looking for more acquisitions, we know that Abbvie is as well following their failed try for Shire and the [more]

Fri Feb 20

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Boards Post

kelbon replied to the Value Hounds board. 12:36 PM

Re: Fastenal (FAST)

Question is
1) Do you wait for the big market correction which will get their P/E in a more discount to their avg P/E . Say 15-20x on a trailing basis?


In the past even big market corrections (in this century at least) has only [more]

Thu Feb 19

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Boards Post

kelbon replied to the Deranged Monkey Criticism board. 4:22 PM

Re: Buffett Oil and Vinegar

Why now? [sell 42 million shares of XOM] It's been relatively stable during the oil armageddon.

Buffett's thinking might be something along these lines…

Oil stocks haven't fallen nearly the extent that the price of oil has. [more]

Fri Feb 6

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 12:04 PM

Re: UK Dividends

Does anyone know the policy on how UK dividends are handled (withholding taxes, etc?)

There is no withholding tax on the dividends of UK ADRs, which makes them attractive for tax exempt, or tax deferred, accounts.

Admiral [more]

Thu Feb 5

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Boards Post

kelbon replied to the Value Hounds board. 6:17 PM

Re: More Doom and Gloom

People who read this

http://finance.yahoo.com/news/stocks-ripped-smithereens-socg...

also viewed:

[more]

Mon Feb 2

NL

Boards Post

kelbon replied to the Deranged Monkey Criticism board. 11:59 PM

Re: MCD

MrW IV,

[…]it seems you are arguing that MCD is richly valued.

Nope, not entirely. If you re-read my original post I argued that I thought it significantly cheaper in 2003, which, by several measures, it was. Though now, by [more]

NL

Boards Post

kelbon replied to the Deranged Monkey Criticism board. 5:28 PM

Re: MCD

Here's what I get based on TTM unadjusted, as reported EPS and using the minimum price for the 2003 and 2014 quarters

I used Value Line data. VL smooths earnings by accounting for nonrecurring gains/losses. In 2002 MCD's had a [more]

Sun Feb 1

NL

Boards Post

kelbon replied to the Deranged Monkey Criticism board. 7:00 PM

Re: MCD

what are the headwinds?

Intense competition.
Changing customer tastes and expectations.
Disappointing earnings.

According to Value Line earnings for share for the last four years were:

2011 2012 [more]

Sat Jan 31

NL

Boards Post

kelbon replied to the Deranged Monkey Criticism board. 11:32 PM

Re: MCD

So let's look at the numbers.

Any way you slice it, McDonald's was significantly cheaper in 2003; even at the high for the year, than it is today. At its low for the year the trailing P/E ratio was 9. Price to cash flow, all of it, [more]

Fri Jan 23

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 11:43 PM

Re: IBM

Two more cases in point where these parameters also provided outsized returns are General Dynamics and Lockheed Martin. Both stocks are three-baggers to date.

In my experience, when a good company's stock is this low [P/E of 10, or [more]

NL

Boards Post

kelbon replied to the The BMW Method board. 5:52 PM

Re: It's hard to be a lurker when

It actually took three to tango in this case.

The housing debacle was as if a three legged stool, each leg playing its part in holding it up.

The three legs were: the US government, Wall St., and individuals who committed to [more]

NL

Boards Post

kelbon replied to the The BMW Method board. 12:55 PM

Re: It's hard to be a lurker when

Murph,

Whether you are a card carrying member of some radical political persuasion, or not, I have no idea. But, intentionally, or otherwise, you are giving the impression that your agenda is to blame government for all ills—including [more]

Thu Jan 22

NL

Boards Post

kelbon replied to the The BMW Method board. 11:49 AM

Re: It's hard to be a lurker when

Private debt is bad. Government debt is good (it can be inflated away).

No one has suggested what you suggest. Not even implicitly.

Whether debt is a lever, or a millstone around one's neck, depends entirely on circumstances [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 4130
Recs Received 17088
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Recs to Posts Ratio (last 30 days) 3.30
Threads Started 475
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Most Frequent Board The BMW Method
Very First Post A word of caution.... (5/15/2001)
Percentage of Posts Rec'd 83.56 %
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