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Ok, what do you see that I don't on BDX?
I don't know the business, just had a quick look at the numbers: Low yield, high payout ratio, ridiculous valuation, high debt... what did I miss?
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Looking to nibble some utilities today (maybe DUK and SO) and maybe PEP as well but it look so painfully expensive :S
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02-26-2016, 01:38 PM
(This post was last modified: 02-26-2016, 01:39 PM by Dividendsrule.)
I would buy CLX around 90 per share, max. I would be careful about valuations.
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What are your thoughts on KR? Is it worth a buy on this huge dip?
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Very little to do with dividends right now but Trina Solar (TSL) is certainly looking lovely after that report. I'm surprised it ended up trading flat for the day.
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I'm looking to deploy some capital in the Tech sector, I have 3 candidates right now, I was basically deciding between 2 when a 3rd showed up with solid numbers:
Candidate 1
Dividend: 3.73%
PE: 13.8
FPE: 11.69
Debt/Equity: 0.4
Payout: 41.2%
Dividend 5‑Year Avg (%) 51.6%
Candidate 2
Dividend: 3.28%
PE: 13.54
FPE: 11.99
Debt/Equity: 0.37
Payout: 41.2%
Dividend 5‑Year Avg (%) 7.5%
Candidate 3
Dividend: 3.74%
PE: 16.99
FPE: 10.76
Debt/Equity: 0.36
Payout: 60.80%
Dividend 5‑Year Avg (%) 20.4%
Without knowing more than the metrics above, I'm inclined to go with 1 (half position) and 3 (1/3 position). However #2 looks really solid in the numbers, I'm just not too sure about the company's long term future.
What do you reckon?
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CSCO, INTC, QCOM?
Of those three I'd probably go with CSCO right now.
I think it has the most predictable path for future growth as its business isn't quite as volatile as the chip sector.