The pipelines had pullback for its sensitivity to interest rates. Margins are good. They made an investment in Heartland Petrochemical complex that is giving them strong margins. Dividend seems safe.
The Dividend quality scores seems average. Bloated working capital. Weaker in its group.
The Dividend quality scores seems average. Bloated working capital. Weaker in its group.
He likes this company Solid from a balance sheet perspective. The ROI looks very attractive. They continue to grow and acquire good companies and integrating them very well.
He likes this company Solid from a balance sheet perspective. The ROI looks very attractive. They continue to grow and acquire good companies and integrating them very well.
A regulated utility. The tier 1 of the complex. Likes the way the company is set up. Negative $1.2 billion working capital. (Analysts’ price target is $48)
A regulated utility. The tier 1 of the complex. Likes the way the company is set up. Negative $1.2 billion working capital. (Analysts’ price target is $48)
Excellent company. The valuation justifies the business. Has access to low-cost gas. Well positioned company. All the fundamentals tick off for him.
Excellent company. The valuation justifies the business. Has access to low-cost gas. Well positioned company. All the fundamentals tick off for him.
Probably one of the top two banks. Ticking off all the boxes. Has one of the weakest dividend quality scores according to his model. Wells Fargo & Co (WFC-N) looks the most undervalued.
Probably one of the top two banks. Ticking off all the boxes. Has one of the weakest dividend quality scores according to his model. Wells Fargo & Co (WFC-N) looks the most undervalued.
Signature Diversified Yield CI Funds. He typically doesn’t respond on funds as he doesn’t know their strategies. Better proxy than owning some of the dividend yielding stocks. Good asset base and diversification.
Signature Diversified Yield CI Funds. He typically doesn’t respond on funds as he doesn’t know their strategies. Better proxy than owning some of the dividend yielding stocks. Good asset base and diversification.
Difficult name to analyze as two big conglomerates come together. It takes a while for synergies to play out. Lots of tailwinds. Dividend is strong.
Difficult name to analyze as two big conglomerates come together. It takes a while for synergies to play out. Lots of tailwinds. Dividend is strong.
He likes it. Has pulled back and the valuation looks very attractive now. Cleaning up some of its assets.
He likes it. Has pulled back and the valuation looks very attractive now. Cleaning up some of its assets.
Good entry point. It has been a poor performer. Trend bullish on the technical. Dividend quality is not the greatest. Finance business has been performing excellently. Momentum in the manufacturing space will bode well for this company.
Good entry point. It has been a poor performer. Trend bullish on the technical. Dividend quality is not the greatest. Finance business has been performing excellently. Momentum in the manufacturing space will bode well for this company.
One of the leaders of the pack. Bubbly impression in terms of valuations as it is trading in multiples of potential sales and earnings. Institutional investors are staying out. He thinks there is going to be a shakeout in the whole space. Valuations could change very dramatically. Positive working capital. $40 million in sales. Could be one of the big “tobacco” companies in the future.
One of the leaders of the pack. Bubbly impression in terms of valuations as it is trading in multiples of potential sales and earnings. Institutional investors are staying out. He thinks there is going to be a shakeout in the whole space. Valuations could change very dramatically. Positive working capital. $40 million in sales. Could be one of the big “tobacco” companies in the future.
Company is in the penalty box for the last year and a half. A technology play. It is not even in the top ten cells used by youngsters. Unable to pigeonhole the valuation of the business right now. Looks good from a fundamental perspective. He doesn’t understand the business model.
Company is in the penalty box for the last year and a half. A technology play. It is not even in the top ten cells used by youngsters. Unable to pigeonhole the valuation of the business right now. Looks good from a fundamental perspective. He doesn’t understand the business model.
Good company. Well managed company. Have been rangebound for the last thee years. Good dividend. Few of the companies that score 100 on dividend quality on his model. Steady cash flow. Low beta dividend growth story.
Good company. Well managed company. Have been rangebound for the last thee years. Good dividend. Few of the companies that score 100 on dividend quality on his model. Steady cash flow. Low beta dividend growth story.
You expect all lifecos to do well on a rising interest rate environment. It is surprising that we haven’t had the big trade on the lifecos. He will gravitate toward banks more than lifecos now. He feels uncomfortable with the group at the moment.
You expect all lifecos to do well on a rising interest rate environment. It is surprising that we haven’t had the big trade on the lifecos. He will gravitate toward banks more than lifecos now. He feels uncomfortable with the group at the moment.
One of the names in the interest sensitive space that looks the most interesting. Reporting in US dollars now. Looks like there is room for dividend growth here. Payout ratio in the mid-forties. (Analysts’ price target is $15.03)
One of the names in the interest sensitive space that looks the most interesting. Reporting in US dollars now. Looks like there is room for dividend growth here. Payout ratio in the mid-forties. (Analysts’ price target is $15.03)
The pipelines had pullback for its sensitivity to interest rates. Margins are good. They made an investment in Heartland Petrochemical complex that is giving them strong margins. Dividend seems safe.