kelbon’s Activity

Yesterday

NL

Boards Post

kelbon replied to the Value Hounds board. 7:41 PM

Re: Calm- hitting stride?

This is getting egg-hausting; I'm cracking up!

Nice post. Just a couple of comments. But, my bottom line risk/reward assessment still, pretty much, stands.

I will reiterate that 23% of 29 states is the (simple arithmetic) [more]

Thu Dec 18

Blog Comment

kelbon commented on TMFPostOfTheDay's blog post. 11:12 AM

Good Time for Dividend Champions?

Author correction: this should read "They also reiterated the expectation of high single-digit annual earnings growth for several years ahead." Not double-digit.

Wed Dec 17

NL

Boards Post

kelbon replied to the Value Hounds board. 7:05 PM

Re: Cuba

This is great. The Cuba Beverage Co. which has no link, or connection, to Cuba (the country) whatsoever. Yet…

[more]

NL

Boards Post

kelbon replied to the Dividend Growth Investing board. 6:56 PM

Re: Of note

Sorry, that should be single digit annual earnings growth for 3M, not double.

But wait, there's more…

Emerson Electric (dividend champion) is close to its 52 week low. The stock has been going down in lockstep with the price [more]

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Boards Post

kelbon posted to the Dividend Growth Investing board. 6:50 PM

Of note

Observation about a few stocks on the U.S. Dividend Champions and Contenders lists.

Exxon and Chevron are dividend champions and ConocoPhillips is a contender. All have seen 52 week lows in the last week. Though they’ve bounced off the [more]

NL

Boards Post

kelbon replied to the Value Hounds board. 1:02 PM

Re: LYB

sw,

Yes, I wondered about tax withholding on the dividend because the company is headquartered in Holland, though the shares don't seem to be classified as ADRs.

Yes, the dividend is well covered and the yield generous. Also, I [more]

NL

Boards Post

kelbon replied to the Value Hounds board. 12:53 PM

Re: KLIC

Thoughts[?]

On one hand this stock does seems cheap, on the other not so much.

Companies whose earnings are extremely cyclical and energetically swing from profit to loss, and back again, are often cheap simply because [more]

Tue Dec 16

NL

Boards Post

kelbon replied to the Value Hounds board. 4:05 PM

Re: LYB

LYB at the top of the list on Marketwatch this morning in article about solid dividend stocks and the ability to cover dividend

LYB is a multi-national corporation, which, if memory serves is headquartered in the Netherlands. If you [more]

NL

Boards Post

kelbon replied to the Value Hounds board. 12:37 PM

Re: Russia increases rates by 6.5%

This begs the question. Is there a point to buy either Gazprom, Lukoil, or Surgutneftegas? I think those are the three major Russian oil companies that have ADRs here state side.

The answer is NO. There is never a point to buy a [more]

Mon Dec 15

NL

Boards Post

kelbon replied to the Value Hounds board. 5:38 PM

Re: Poll: How much time do you spend on...

I thought you were a dog person, or have cats strated keeping dogs as pets?

Right. I'm a cool-cat, with a dog.

NL

Boards Post

kelbon replied to the Value Hounds board. 5:35 PM

Re: Poll: How much time do you spend on...

It doesn't matter what a company did from 1980 to 2014. What a company did from 2000-2014, and the growth it showed, let alone what it did from 1980-2000, is pretty irrelevant.

It only doesn’t matter (is pretty irrelevant) if [more]

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Boards Post

kelbon replied to the Value Hounds board. 3:31 PM

Re: Poll: How much time do you spend on...

BMWM screen included a whole lotta energy and commodities. Is it trying to tell us something?

Yes, it’s trying to tell you something. It’s trying to tell you that it only captures the fluctuations in prices over a given period. To [more]

Sun Dec 14

NL

Boards Post

kelbon replied to the Value Hounds board. 8:18 PM

Re: Calm- hitting stride?

First, to the question "is this time different?" The default answer is "of course not" because it hardly ever is. But as J M Keynes once said, when the facts change…

Granted, CALM might have just a little [more]

Sat Dec 13

NL

Boards Post

kelbon replied to the Value Hounds board. 12:40 PM

Re: LYB

Coincidentally, LYB caught my attention recently and was added to the watch list. I've been watching it's share price pull back.

In several ways it looks like a no brainer: great returns on equity and capital; earnings rising every year; [more]

Fri Dec 12

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 3:53 PM

Re: 2014 AR

See that someone's already posted on this story, but what the heck, here's what I was going to post:

alreadyhttp:// [more]

NL

Boards Post

kelbon replied to the Value Hounds board. 2:01 PM

Re: Brown-Forman Corporation-How do you value?

It's trading at 28x trailing EPS. For a company lucky to grow at 10% tops!

The one lesson that's hard to learn ( it has been for me) is, if you have a "value investors" perspective, you have to—much more often than not—pay [more]

Wed Dec 10

NL

Boards Post

kelbon replied to the Value Hounds board. 1:32 PM

Re: contrarian view oil & gas

[…]and one that it appears you still do not appreciate, is that Kinder Morgan is a toll road.

What you wrote above is what promoted my delineation about what can go wrong with toll roads. I do appreciate that Kinder Morgan is a toll [more]

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 11:08 AM

Re: Tesco - "Chamber of Horrors"

...I don't think they'll actually go out of business.

Not only that, although they have revised earning's guidance downward five times this year, they are still expecting a profit, albeit a slim one.

kelbon

NL

Boards Post

kelbon replied to the Value Hounds board. 11:01 AM

Re: contrarian view oil & gas

For what it's worth.

http://247wallst.com/investing/2014/12/10/the-5-most-heavily...

Snip:

After [more]

Tue Dec 9

NL

Boards Post

kelbon replied to the Value Hounds board. 11:53 PM

Re: contrarian view oil & gas

pipelines don't usually transport gas and oil because it's there. They transport it because there is demand. There will be no cobwebs in the Kinder pipelines until we go back to wood fires and whale tallow candles.

Partly true. Yet, [more]

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Big red star, 1000 posts Old School Fool
Board Posts 4057
Recs Received 16747
People who have rec'd these posts 1478
Recs to Posts Ratio (last 30 days) 10.80
Threads Started 473
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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 83.34 %
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