08-15-2014, 07:22 PM
(This post was last modified: 08-15-2014, 07:23 PM by Dividend Watcher.)
I like HP at these prices but would also take a look at ESV. HP more for land drilling and ESV for off-shore. ESV seems to have controlled their debt well considering they're also building out their deepwater fleet on spec. The market has sold it off because of it. I consider ESV more as a value/more speculative play and may take some patience.
I like UTX at these prices even though it does have a low yield. Diversified industries and management seems very adept. Still working on paying down some of the debt from the Groodrich acquisition but they've handled it well.
I agree WAG is at a good entry point right now. Too bad I'm too full to take on more.
ROST and TJX have both been beaten up with the dour news about retail for the year. However, I believe they fill a niche between the dollar store/Walmart customers and the Kohls, Target and Macys of the world. Low yield but wonderful, long-term growth with lots of room for expansion.
I like UTX at these prices even though it does have a low yield. Diversified industries and management seems very adept. Still working on paying down some of the debt from the Groodrich acquisition but they've handled it well.
I agree WAG is at a good entry point right now. Too bad I'm too full to take on more.
ROST and TJX have both been beaten up with the dour news about retail for the year. However, I believe they fill a niche between the dollar store/Walmart customers and the Kohls, Target and Macys of the world. Low yield but wonderful, long-term growth with lots of room for expansion.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan