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12-30-2013, 06:27 AM
Tim McAleenan Jr

"Though it can certainly certainly underperform the industry the way it did from 19962006. This place requires incredible patience sometimes beyond A in excess."When a share "underperforms" market trends, the first questions I ask could this be: Achieved it underperform because business performance was lousy (and definately will that trend continue going forward?), or have there been additional factors at the office?In 1996, investors were very happy to pay 21x earnings to own a share of McDonalds. By 2006, investors were only able to pay 16x earnings for any ownership stake. Over that decade period, profits doubled as well as dividend above sextupled. The expense of a average only matters if you would like to dispose of. Within 19962006 period, McDonalds kept depositing a lot more money into your account, by a rate far greater than inflation because McDonalds was simultaneously boosting its payout ratio. Its for these reasons people accomplish the whole dividend investing thing. Some people contemplate it no great hardship to receive a greater number of money deposited into our accounts every year ;)

Jul 11 06:14 PMWater Buffalo,I've not dreamed about Phillips 66 very muchit feasible for just what might go right, moves right. They have already great hedges residing in through 20152016. Not Linn Energy good, but meaningful enough nevertheless. They were given $4.8 billion in cash on hand. They possess a huge personal line of credit. They may have about $7 billion owing money kept in at reduced rates, and never even share of its due before 2017. The refining division has great margins. Many items are going right this manufacturer at this point. A refining and midstream company is different from CocaCola or ColgatePalmolive the spot where you range from strength to strength. Things go up and down. In my case, I'm curious to ascertain what type of pricing Phillips 66 experiences when: energy prices set out to move downward available cycle, credit markets freeze up during the recession, also, the favorable hedges set out to roll off next a few years. I actually have no clue precisely what the company are going to do between now and then, but I'm curious enough to have to wait versus eachother and then determine. I completely missed the hedges and also just how well Phillips 66 could do during an environment when energy cost is high. I've tried out look at the situation and benefit from my mistake and holes in doing my analysis process, nevertheless it is fair game for one to take a few things i have to say about Phillips 66 along with a dose of skepticism, considering I am far faraway from a misjudgment regarding the company.

Jul 11 05:51 PMThat was my means of saying "it's cheap right away, but can potentially are loaded with some headaches" in the type of higher taxes to the corporation itself in the directive belonging to the French government, or imagine if which you were to keep Total SA in a Roth IRA, you'd lose section of the dividend on the French government in their treaty along with the US government, and also you might not be qualified to recapture that in all of the taxdeferred accounts. If you would like linear annual dividend growth because which can be important to you, it can likely be a significantly less attractive potential holding. Beyond the taxation, European companies have dividend policies that reflect this company performance each and every year. If oil falls 40% for a couple years, that could probably surface in whole SA's dividend payouts. Chevron and Exxon, meanwhile, would possibly give investors modest dividend increases in the course of tough energy pricing environments. However, when happy times roll around, I'd personally estimate that the eu oil companies would give you bigger dividend raises than Exxon ugg ムートンブーツ (http://www.asmara.nl/ug7.html) and Chevron (although Exxon is showing some involvement with raising its payout ratio, and Chevron massive beast in the last 10+ years). But yeah, I'm not saying too interested in Total SA over the long term. You should give investors lots of income, but it surely may not be linear, and may also feature more tax considerations than your typical American company.

Jul 11 05:19 PMOkay, Possible be wrong. To my opinion with all your comments in my articles, it really seems that people have been getting along fine, doing their thing, then you've interjected with many kind of negativity. Not less than, There's no doubt that you must have done that to me 5-6 times. However, when you cannot think you instigate stuff along with the deliberate goal of getting under people's skin rather then helping them reach their objectives, that's fine.

Jul 8 03:04 PM"you get all bothered and flustered."Varan, I've got no worries with normal folks who disagree with my ideas. It does not bother me whether you get there with dividend stocks, Berkshire, index funds, or whatever strategy you utilize. Many the way to get with good a $13 trillion economy!Lake write an article, mainly because I'm looking to use common stocks to create a decent life for myself and rehearse these people to meet my goals. I lucky that some readers appreciate the thing i are saying. Personally, Take part in see why someone would heckle others as they simply come up with their dreams becoming reality. Perhaps, on some level, you realize that several of your comments aren't exactly aiding and encouraging folks in relation to making their lives better, which could partially explain why you decide on a pseudonym and not your real name. Including only press something I really don't desire to read, I have learned thisin under two, count 'em two!seconds I can depart articles to find something diffrent I'd enjoy. You might be tribute to this very site, searching Alpha is lucky to get you, my friend.

Jul 7 05:22 PM"With all of the craziness involving LINE and LNCO have you got any thoughts?"I never really found myself in heavy due research on LNCO because I was powered down by something I came across on page 38 of their filings. "Moreover, after December 31, 2015, our taxation liabilities may increase substantially. For instance, distributions that most of us receive for our LINN units that exceed the money assigned to us by LINN to obtain those units decrease our tax basis in those units. When our tax basis throughout our LINN units is reduced to zero and also any loss and also other carryovers are fully utilized, the distributions we receive from LINN for longer than net income allotted to us by LINN will effectively be fully taxable to us, without any subsequent deductions."That bothered me, and in addition, on page 38 from the LNCO report, they're able to placed into bold: "We will incur corporate income tax liabilities on income used us by LINN with respect to LINN units we own, and this can be substantial."Here's my takehome point, and that i realize regarded as area certainly where an good deal of people disagree, so i strive to be clear that i am giving my estimation:If Linn has substantial GAAP income in the course of the time to come, LNCO may have to pay a significant 35% tax. On that basis, LNCO might have a lower effective dividend payout than LINE if this scenario were to occur. Ordering Berry Petroleum would give http://www.asmara.nl/nb8.html Linn some very good oil assets, and also the management team did what you're alleged to do loan companies stock is substantially overvalued (right at that moment)issue greater numbers of it for making acquisitions as it is often a tremendous way to optimize your company's purchasing power. Well, that applies personally here. Except for example Citigroup, I have not struggled through looking to understand a company's books really like Concerning with Linn. the more knowledge about their puts, that are European style as opposed to American). I am not to be a moth in the light with regards to complexity. By and large, I get the hell away.(2) Graham said an abundance of funds is lost reaching for extra yield over the course of history than the skin loses in the barrel on the gun. There's no doubt that place the together an excellent life for you buying and holding Conoco, BP, and Shell, and eliminating this mess. if the dividend got slashed tomorrow, would anyone still have to own this manufacturer? If Johnson Johnson only paid $.33 next quarter, I'd certainly be curious about the earnings power of the main assets). In the event the dividend is **** outside the only thing attractive about yourself, I am not interested. Pertaining to Linn climbs up, people get a nice distribution every 4 weeks, and it all works out. But in line with my skills in usually cause you to what they're doing, it's a no go. There's so, so, lots of easier methods of earn cash.

Jul 6 10:37 PMSheldon et al.,I agree. Almost all of his bluechip stocks compound something like 1013% annually, which begs the question, just how can get those 20% annual book value growth figures? The answer will be based upon the fact as well as owned and is constantly own lucrative operating companies, receives "free money" through the insurance plan holdings, and has now a nearly fanatical pay attention to tax minimization. Understand this passage from Business Week on July 5th, 1998 since the device reveals more details on Buffett's strategy than anything more I've read about him online for a while:"On June 19 [1998], Berkshire Hathaway Inc., Buffett's investment vehicle, announced its biggest deal ever, buying General Re, America's largest reinsurer, for $22 billion on hand. Inside a bull market, it signals a noteworthy redeployment of resources. Essentially, Buffett, in buying Gen Re, is reducing his being exposed to stocks. And he's getting Gen Re's $24.6 billion conservatively managed investment portfolio, that could come in useful with a downdraft. The secret's that Berkshire, somewhat atypically, is paying with stockissuing a stake of approximately 18% to Gen Re shareholders. And as Buffett has noted, buying with shares isn't quite buyingit's trading something you own for something else entirely. The vast majority of that portfolio is parked in municipal bonds together with other fixedincome instruments."Here's the TL;DR version: Buffett effectively "sold" his overvalued market holdings by issuing overvalued Berkshire stock on top of a market high, and this man acquired a massive bond portfolio at once whenever it was intelligent to initiate bond http://www.asmara.nl/ug7.html positions and avoid most stocks. This is one way Buffett sells without having to take at a tax liability. I mention considerable time to exhibit enjoy when i state that Buffett really is as much about strategy as actual investments. The required taxes he minimized by doing stuffs that way, versus selling CocaCola et alia to obtain bonds in 1998, is an excellent type of the adage "it's not everything you make, it's what you keep."If Buffett needed to blog about largecap dividend stocks for Seeking Alpha, he wouldn't be currently talking about AT Realty Income, or anything else. He'd be advocating Disney, Becton Dickinson, and IBM, in which you get high earnings growth per share (in possible of Disney and IBM, big ole' buybacks too) that permit your paper wealth to soar while minimizing what we get the tax man. And that is certainly one simple capital outlay. If you only invested $5,000 tomorrow, you'd have $400,000 assuming you have the current intelligent tax strategy it is in place (even as assume upper tax bracket and you also paid the taxes with your own money inside the highest rate along the way, my very loose back belonging to the envelope calculations indicate somewhere near $335,000 in wealth today). Even assuming the worst tax planning possible, we're still reviewing 67x growth over 33 years. Shit gets crazy once you give a highquality company a quality chunk of your daily routine to compound. That $335,000 would get just great middle class home using the title out of the woods around where I live. What if you make payment for the way you live buying $5,000 property value JNJ here, $5,000 price of Nestle there, $5,000 valuation on Colgate there, and so on. My point being: Yeah, it's naive when you consider that putting $100 a worth of money into Exxon each month will make you a billionaire. Pretty much all billionaires inside usa can point to a second throughout their wealthbuilding stage where they provided some very, very concentrated bets, and then they weren't on large cap stocks. Yet, if your goal is usually to reach an area the places you make $10,000 every thirty days in dividends, and all you choose to do is stay alive to place claim with that money, dividend growth investing by having a diverse assortment of bluechip names will get you there, even though you may not optimize tax strategy or do things the Buffett way.