Sherwin-Williams Co. (SHW)

All Comments on SHW

  • commenter
    Dividend
    Growth
    Investor
    Sep 03 09:32 AM
    My Website
    Dividend Aristocrats Handily Outperforming Main Indexes in 2008 [view article]
    Great resource David!
    It's great to see that dividends are cushioning the losses for investors this year. To everyone else who believes that this is a short term phenomenon, please check this link out:

    dividendgrowth.blogspo...     Reply
  • commenter
    sbenard
    Sep 01 08:18 PM
    My Website
    Dividend Aristocrats Handily Outperforming Main Indexes in 2008 [view article]
    I always get a kick in the pants from people who say that index XYZ performed BETTER than the market, when in reality, they just lost LESS! Reply
  • commenter
    Jake2
    Aug 31 04:48 PM
    My Website
    Dividend Aristocrats Handily Outperforming Main Indexes in 2008 [view article]
    A non-starter. Reply
  • commenter
    woodsey
    Aug 31 03:34 PM
    Dividend Aristocrats Handily Outperforming Main Indexes in 2008 [view article]
    Cherry picked. Reply
  • commenter
    John Galt
    Aug 31 03:25 PM
    Dividend Aristocrats Handily Outperforming Main Indexes in 2008 [view article]
    Good resource!! Reply
  • commenter
    Sean O'Grady
    Aug 26 08:58 PM
    About Pinnacle Airlines, and Concentrated Risk [view article]
    I started following PNCL not only because Mr. Pabrai owned it but also because it was rated five stars by Morningstar (in early 2008) and appeared on the 'Endeavor List' at Merrill Lynch (also early 2008).

    PNCL has shown me the importance of what Buffett calls a solid competitive advantage or a 'moat'. Further, in the absence of a 'moat', a very wide margin of safety is absolutely necessary when investing in companies like PNCL. I'm not saying that PNCL is a bad company. It is, however, a small company relying on bigger companies who are sensitive to a number of factors out of their control.

    Mohnish Pabrai is a talented individual, but, I have to admit, I do not think I could sleep well if I purchased too many of his picks. However, having researched PNCL a bit, the stock may indeed be trading at a very large discount to intrinsic value which I estimated at about $13. It may be a great entry point for someone with a strong tolerance for uncertainty.     Reply
  • commenter
    Rick Konrad
    Aug 20 08:36 AM
    My Website
    Looking Inside the New Ben Graham ETN Baskets [view article]
    I do appreciate the commentary from everyone.

    Mr. Carson, I especially appreciate your commentary regarding some dividend paying ETNs. The unique features of some of these ETNs are certainly worth exploring. Thanks again!     Reply
  • commenter
    sumosama
    Aug 19 02:55 PM
    Looking Inside the New Ben Graham ETN Baskets [view article]
    GREAT article! Thank you, very informative!
    Reply
  • commenter
    america_f_ye
    ah
    Aug 19 01:35 PM
    My Website
    Looking Inside the New Ben Graham ETN Baskets [view article]
    Just buy the S&P 500, this ETN will do no better than the overall index in my opinion Reply
  • commenter
    Chance
    Carson
    Aug 18 09:21 PM
    My Website
    Looking Inside the New Ben Graham ETN Baskets [view article]
    Rick...Excellent article about ETNs!

    Just to clarify, however, there actually ARE 4 ETN's which currently do(or are planning to) pay dividends. (You had mentioned that "ETNs don't pay dividends, interest or capital gains")

    The four ETNs which pay dividends are GCE (Goldman Sacks-Claymore CEF Index Linked ETN), BSR (BearLinx Alerian MPL Select ETN) ,PGD (Barclays Asian and Gulf Currency Revaluation ETN) and JEM (Barclays GEMS Index ETN).

    GCE invests in a basket of 75 discounted Closed-End Funds following a CEF Index selected by Claymore Securities (claymoresecurities.com). GCE's distribution rate is variable with the past three quarterly dividends being $1.66, $0.28 and $0.64.

    BSR is an energy infrastructure play which invests in fifty Master Limited Partnerships (MLPs) which track the "Alerian MPL Select Index" (alerian.com). One unique feature of this ETN is its issuance of a 1099 at year end, rather than the K-1 Partnership tax reports normally associated with individual MLP holdings.

    Both PGD and JEM are currencies bundles pegged, to some extent, to the US Dollar, and were just recently brought to market by Barclays on June 18, 2008. PGD includes currencies of the Saudi Arabian riyal, Hong Kong dollar, United Arab Emirates dirham, Singaporean dollar and the Chinese yuan. The GEM bundle will include currency holdings from 15 Global Emerging Markets (hence the symbol, GEM) in Eastern Europe, the Middle East, Africa, Latin America an Asia. Both PGD and GEM will distribute interest earned on the locally earned currency deposits on a quarterly basis. The rates are yet to be determined. (ipathetn.com)     Reply
  • commenter
    mkreisel
    Aug 18 02:54 PM
    4 Qualities of the Best Dividend Stocks [view article]
    Either you buy what you know, or you diversify.

    I personally don't understand Blackbox financials running on massive leverage.

    Reply
  • commenter
    Jeff - CoC
    Aug 18 11:34 AM
    My Website
    About Pinnacle Airlines, and Concentrated Risk [view article]
    94487,

    Look at the second page of his ownings in the 13-F. He still owns Wellcare in the same amount.

    101010,

    I agree that the small and micro cap field can indeed be filled with landmines. I don't think that's any reason to ignore it, though.

    You do need to be filled with a sense of risk and be looking for risk under every rock. As I'd highlighted in the article, risk is everywhere and, in small caps with no moat especially, you really need to be atuned to all of the risk factors that could cause your investment to take a big hit.

    Maybe Mohnish didn't take enough caution, I'm not sure. Maybe Pinnacle will triple from here. I can't make that judgment. But there are some obvious lessons to be taken from a company, in this case PNCL but that includes many companies, that rely on only a few companies for business. The "tail risk" grows in that proposition.     Reply
  • commenter
    tjschoenlein
    Aug 18 01:51 AM
    4 Qualities of the Best Dividend Stocks [view article]
    Good article.. I think your minimum yield standard is way to low in todays market.
    " ..2.5% or 1.9% " whoa.. you are in the inflation hole at the git go.
    There are many good companies out there today that are paying a lot more with moderate risk.
    The dividend is part 1 , there's gotta be price appreciation down the road.
    For me, 4% is min. and I have been scooping up those and those with much higher payouts. ( the higher risk is ok with me )
    ps. I agree with you on Realty Income.. great dividend company.
    Reply
  • commenter
    bearfund
    Aug 18 12:00 AM
    4 Qualities of the Best Dividend Stocks [view article]
    "Everyone cares about the stock's potential to decline in price."

    Not really. If I'm trading it, that's kind of central to the whole thing. If I'm investing, though, who cares? After all, if it pays a nice dividend, that dividend is safe, and that dividend is growing, what difference does it make what the market price is? Frankly, lower is better; you can buy more. Obviously, if the stock price falls because the dividend is cut, that's a whole different kettle of fish - but the problem is the cut, not the price drop.     Reply
  • commenter
    User 94487
    Aug 17 11:03 PM
    About Pinnacle Airlines, and Concentrated Risk [view article]
    The just filed 13F from Pabrai indicates that WCG was sold completely, after being featured by Pabrai at May Value Investing Congress.

    Reply
Loading...
Symbols:
Authors:
Quick Links: