kelbon’s Activity

Tue Jul 17

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 4:25 PM

Re: J.M. Smucker Hikes Divi 9%

Moving the goal posts. You were complaining that the "news" posted wasn't news.
Simply put; if it's news to you it's news.
We, most of us, come here to exchange news & views. Not to be critiqued.
[more]

Mon Jul 16

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 9:36 PM

Re: J.M. Smucker Hikes Divi 9%

For many years, they had very indifferent margins and RoE (as compared to other consumer staples companies, obviously, not banks :-)) It is baffling to me because they have such strong brands.

SJM’s margins are very much of a muchness [more]

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 10:15 AM

Re: J.M. Smucker Hikes Divi 9%

Now you're attacking him because you're mad at me?
If you want a board onto which only posts you agree with are posted start your own board and post away.
All you're doing here is discouraging people from communicating about
[more]

Sun Jul 15

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 7:42 PM

Re: Out of favor industries

Because if all the kids want are full-service cell phones,
and adults want full-service cell phones, fancy tablets, luxury cars, ...
Who will purchase the toys from the leader with the golden touch?


Full-service cell phones, [more]

Sat Jul 14

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 3:25 PM

Re: J.M. Smucker Hikes Divi 9%

This is the Dividend Growth Investing board and I can't think of anything more relevant than a company announcing an increase in it's dividend. Even if it is identical to the last increase and on the long term trend.
If you don't
[more]

Fri Jul 13

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 11:45 PM

Re: J.M. Smucker Hikes Divi 9%

[…]If you guys want to post every time a dividend growth company raises its dividend inline then go for it, but it would be nice to differentuate between a par for the course dividend increase and something unusual so people like me don’t waste [more]

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 4:01 PM

Re: DUK Declares A Dividend Increase!

It's all in how you do it.

It is telling that those who contribute the least when it comes to thoughtful and challenging content are the snarkiest and most belligerent when they are called out.

kelbon

Wed Jul 11

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 7:01 PM

Re: DUK Declares A Dividend Increase!

For anyone wanting to be pedantic: point out that I didn't proof read my previous post and consequently posted it containing several grammatical errors…

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 1:56 PM

Re: DUK Declares A Dividend Increase!

Your pedantic posturing was/is (I think) calculated to make others feel small while stroking your own ego.

You think wrong.

As I have repeatedly explained I write first for myself, and certainly not to belittle other [more]

Sun Jul 8

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 1:10 PM

Re: DUK Declares A Dividend Increase!

This isn't really news.
Yes it is.


I'm sure you, and all who read your post, know that "this isn't really news" is an expression meaning something isn't unusual or unprecedented. If someone doesn't; [more]

Fri Jul 6

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 10:56 PM

Re: DUK Declares A Dividend Increase!

Duke Energy just declared a $0.9275/share quarterly dividend, which is a 4.2% increase from prior dividend of $0.89.

This isn't really news.

It would be news if Duke Energy hadn't raise its dividend [more]

Fri Jun 22

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 5:21 PM

Re: Does Starbucks (SBUX) look more appealing no

I considered SBUX after it started paying a dividend somewhere around 2010 when current yield was around 4% as I recall, but rejected it.

This made me sit up and pay attention. Starbucks' dividend yield averaged 1% in 2010. Until [more]

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 11:36 AM

Re: NextEra Energy resources

Take a look see:

OK. But from an investment perspective, Nextera Energy is possibly as unattractive, at its current stock price, as anytime in the last 15 years.

The dividend yield is skimming the low end of its historical [more]

Wed Jun 20

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 5:17 PM

Re: Excuses

At least if we drop another 8% or so, he can finally begin deploying that bloated cash pile.

He can begin deploying Berkshire's cash at any time. The likelihood of meaningful share buybacks if the share price drops 8% is [more]

NL

Boards Post

kelbon posted to the Dividend Growth Investing board. 12:42 PM

GE

Hopefully, nobody will be bent out of shape by this ramble.

Yesterday General Electric was booted out of the Dow after over one hundred consecutive years. GE was an original component of the Dow at its inception in 1896. It is replaced by [more]

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 12:49 AM

Re: Do utilities have a place?

Chuck,

I don’t really want to get into a who is the most obtuse; you, or me(?) argument with you. I believe we both can be, in our own ways.

I tend to write (respond) when something that someone writes, in this case you, engages my [more]

Tue Jun 19

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 10:25 AM

Re: Do utilities have a place?

Nowhere in that post did I say anything about any company being a bargain or fairly priced. I said that if prices have pulled back substantially, it might make sense to revisit and consider investing.

No, you said if. [more]

Mon Jun 18

NL

Boards Post

kelbon replied to the Value Hounds board. 11:13 PM

Re: DIS

By the numbers Disney's stock looks like a good deal (on a risk/reward basis).

What holds me back is the current spate of companies frantically chasing add-on acquisitions, believing in the magic of synergy that will accelerate earnings [more]

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 11:00 PM

Re: Do utilities have a place?

If as an industry, they’ve started to pull back substantially as rates have begun rising, it might make sense to revisit and consider investing again.

There's a case to be made that their share prices rose substantially, [more]

Fri Jun 15

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 11:35 AM

Re: Berkshire Lagging Pretty Bad

In the past, waiting for a great deal has always worked soon enough that the wait was worthwhile.
There is no guarantee that this will always be true, but I suspect it will remain true most of the time.
There's always another bear
[more]

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Big gold star, 5000 posts Old School Fool
Board Posts 5118
Recs Received 23498
People who have rec'd these posts 1652
Recs to Posts Ratio (last 30 days) 8.20
Threads Started 533
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Very First Post A word of caution.... (5/15/2001)
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