kelbon’s Activity

Yesterday

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Boards Post

kelbon replied to the Value Hounds board. 11:51 PM

Re: TRN Analysis

Making an informed and smart investment decision about Trinity’s prospects is, I think, fraught with potential pitfalls. This from a perspective of more overview than minutiae.

TRN is a cyclical company saddled with significant capital [more]

Tue Mar 24

NL

Boards Post

kelbon replied to the Value Hounds board. 11:37 AM

Re: T Rowe Price Jr.

The fund still operates; over the past 20 years, it has returned 9.2% annualized, outpacing Standard & Poor's 500-stock index by an average of 0.7 percentage point per year.

By buying the stock (TROW), not the fund mentioned, an [more]

Fri Mar 20

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Boards Post

kelbon replied to the Value Hounds board. 3:14 PM

Re: Bond market ailing

The headline asks: "Will Royal Dutch Shell cut its dividend?" The article summarizes "not likely."

sw, I agree that chasing yield is probably not a good idea, especially in an historically low interest rate environment [more]

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

Re: Bond market ailing

There is a fair amount of discussion that Royal Dutch may cut its dividend.

After ten minutes of "googling" I've found no articles, or discussions, that Shell may cut its dividend.

What I have found is that Royal [more]

Thu Mar 19

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Boards Post

kelbon replied to the Value Hounds board. 4:23 PM

Re: Bond market ailing

Selling options? If you aim at a low enough yield you should be safe enough.

Even safer, if you're prepared to be patient, is to buy stocks.

Value Line runs four real money portfolios.
Portfolio IV: stocks with [more]

Sun Mar 15

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 1:55 PM

Re: QCOM

It seems they are being knocked down on rumors that INTC may be replacing QCOM chips in the next Apple iPhones sold overseas.

Perhaps, but Qualcomm is facing several headwinds. Two significant ones are antitrust investigations in [more]

Sat Mar 14

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Boards Post

kelbon replied to the Value Hounds board. 12:46 AM

Re: Preferred shares and bonds

I need some way to find at least 5% returns[…]

Chasing yield has, for me, been disappointing at best. The siren song of a plump and voluptuous yield can be irresistibly enticing when a nagging thirst (real or imagined) for income [more]

Wed Mar 11

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Boards Post

kelbon replied to the Value Hounds board. 5:12 PM

Re: Poll: Weekly Value Hounds Screen

I'm not generally partial to screens, but this one (Mr. Goodbuy courtesy of JackCade; posted periodically on the BMWM board) was worth a peek. Lot's of useful propriety info. from Value Line and Morningstar.

[more]

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Boards Post

kelbon replied to the Value Hounds board. 2:33 PM

Re: Musings Unlimited

Raptor, you list “moat” as one of the positive attributes of SWKS. I’m wondering what constitutes the moat. At first glance it looks like a commodity business which is fiercely competitive. Sure enough, SkyWorks has found a sweet-spot but how long it [more]

Sun Mar 8

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Boards Post

kelbon replied to the iPIG Portfolio board. 10:46 PM

Re: What about those Railroads?

Balance Sheets: Both railroads are asset heavy companies that still manage to keep their debt to equity ratios low enough that I'm not concerned about over-leverage. CSX's is just below 0.9, while Union Pacific's is just below [more]

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Boards Post

kelbon replied to the Value Hounds board. 2:38 PM

Re: Two Ideas

At most the $0.20 represents maybe a 10% increase in earnings.

A 10% increase in earnings would be a very nice tailwind rather than a "minor plus."

If only it was the case that lower oil/gas prices would deliver it [more]

Fri Mar 6

NL

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]

Thu Mar 5

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

NL

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

NL

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]

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Big red star, 1000 posts Old School Fool
Board Posts 4143
Recs Received 17170
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Recs to Posts Ratio (last 30 days) 8.40
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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 83.59 %
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