kelbon’s Activity

Fri Oct 5

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 9:43 PM

Re: The case against dividends

This is where the link led me.
It was actually worth not landing on the missing page…

Why wasn't this page found?
We asked some leading economists.

Stagflation
The cost of pages rose drastically, [more]

Tue Sep 25

NL

Boards Post

kelbon posted to the Dividend Growth Investing board. 6:34 PM

Morgan? Rockefeller? Prediction

"I Believe the Market Is Going to Fluctuate."

Wed Sep 19

NL

Boards Post

kelbon posted to the Dividend Growth Investing board. 12:19 PM

Share count

During the last thread, which was initially about AT&T and then wandered, knighttof3 wrote:

Most buy their stock back, not dilute it. Either way the effect of either on the stock price is negligible.

In many instances, [more]

Sun Sep 16

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 2:19 PM

Re: Income vs. Dividend Growth "T"

I would be very careful with local telecoms and cable companies. With the coming of 5G I think you are going to see a disruption of the last mile. These companies cash flows could really be hurt.

I didn't mean local, rather was
[more]

Wed Sep 12

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 11:55 PM

Re: Income vs. Dividend Growth "T"

It's not like me buying more stock makes it go up (I wish it was!!!) The company's earnings ultimately decide the stock price, not the amount of trading in its stock. So any effect on insider's stock options or all stock deals is not [more]

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 7:02 PM

Re: I think WEB is buying back stock.

Price action today was interesting. Stock was trading down more than two bucks a share for the first hour or so before turning positive. Have a strong suspicion the Oracle was buying today…

I have a strong suspicion there's a cat. [more]

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 5:44 PM

Re: Income vs. Dividend Growth "T"

you are clearly attempting to force your interpretation of morality on others

You probably mean by "others" yourself (MetalicaRocks).
I doubt you would have this interpretation if you did
not have some qualms about [more]

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 12:44 PM

Re: Income vs. Dividend Growth "T"

Whether or not to invest in a company (for financial gain) whose business they disapprove of is a dilemma that investors often face. It’s easy to rationalize that, as an investor, you aren’t putting the cigarette in someone’s mouth, or the gun to [more]

Mon Sep 10

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 5:40 PM

Re: Buffet on Wells Fargo

I have long regarded Buffett as of sound moral character, but, sadly, no longer.

Was this before, or after, he stole his sister's bicycle and sold it?

Tue Sep 4

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 12:17 PM

Re: September 2018 Dividend Champions List

I like the excel format. Provides an opportunity to do some analysis.

The D. Fish version is available in an excel format too.
Either click on the Excel version or the PDF version to download.

[more]

Sun Sep 2

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 11:43 PM

Re: Valuation

What are your preferred means of determining a fair valuation for a stock you are considering?

Simply put, price in relation to value. Value usually meaning the predictability and growth of a company's earnings.

Talking [more]

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 7:27 PM

Re: September 2018 Dividend Champions List

These are the updated-monthly dividend champions that this board is used to.

http://www.dripinvesting.org/Tools/Tools.asp

The U.S. Dividend Champions were created by Dave [more]

Sat Aug 18

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 2:06 PM

Re: What if..

What if Berkshire declares a dividend?

It wouldn't be the worst thing in the world, though many a Berkshire shareholder has been brainwashed by Buffett into believing it might be.

Not to say that Buffett's [more]

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 12:08 AM

Re: Three choices

WEB has three choices:

There is, of course, a fourth. One that is not popular with this board—nor Mr. Buffett—so much so that it didn't make the list.

4)Pay a special dividend and/or initiate an annual [more]

Mon Aug 13

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 10:58 PM

Re: The usefulness of CAPE in a chart

In my almost 15 years of reading this board, I can't recall Jim resorting to personal attacks. Now, I may have missed it[…]

Mungofitch's style runs more to exasperated condescension. You may have missed it…

From this [more]

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 12:52 PM

Re: The usefulness of CAPE in a chart

Kingpin’s writing, No amount of empirical evidence is useful, is only logically seen in the context of his original post and observation (in spite of extended significant periods of above average longterm CAPE the market turned $1 into $13.70 [more]

Sun Aug 12

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 3:57 PM

Re: The usefulness of CAPE in a chart

Kingran, you rarely make sense. Putting you on ignore; you waste my time, way more often than not. —DocEdRicketts

Mmm, seems to be some agreement here among the punters. Yet, what’s so hard to understand (?) about, for [more]

Tue Aug 7

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 12:41 AM

Re: Time to Sell Coke?

but given Coke's current high valuation, it strikes me as a good sale[…]</>

A high valuation relative to what? Coke always sells at a premium and the valuation today, although slightly on the higher side, is well within normal
[more]

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 12:20 AM

Re: Best time to buy ITW in 7 years?

From the linked article:

What's more, thanks to a 22% sell off since the market peaked in late January, the stock is literally in a bear market.

I’ve noticed this sort of rationale in several articles lately. But, no, the [more]

Mon Aug 6

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 12:08 PM

Re: ABBV: A good buy now?

Perhaps in you missed this part of my post

Yes, sorry, I did.


Sorry, but not true. I could have bought ABBV anytime from January 2013 on; I just didn't. ;-)

Correct again. What I mean’t to write (not [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 69785
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to kelbon’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 5151
Recs Received 23657
People who have rec'd these posts 1659
Recs to Posts Ratio (last 30 days) N/A
Threads Started 535
Threads Started Percentage 10.39 %
Most Frequent Board Value Hounds
Very First Post A word of caution.... (5/15/2001)
Percentage of Posts Rec'd 85.21 %
Show kelbon’s 10 Latest Posts