Banks have given me headaches this year. Good thing they have dividends to soothe the pain. I still believe it is better to Buy the Bank than to Deposit at The Bank. This is an opportunity to buy some banks. They have Yields, and yields support the price even on these extreme [...]

(A reader asked for my opinion on Altria (MO).)
If you read my blog, you know I have Altria. Boatloads of them (at least compared to my portfolio size). I have 800 of these beauties. Altria has been called a cash cow before, and I still think it is – excellent dividend at [...]

Costco (COST) – Buy

September 14, 2007 | 2 Comments

(A reader asked for my opinion on Costco (COST), and I give it thumbs up.)
The retail sector is a worry for sure: the high interest rates and the declining real estate prices are preventing people from taking a home equity lines to pay off the credit cards and buy more stuff. Also, the gas [...]

I was asked about my opinion in Pfizer (PFE), especially with its 4.8% dividend yield. Any time I see a dividend yield above 4% I start liking a company: they show real cash, not just paper cash. However, I live on more than dividends: I look for growth also – and for this, I need [...]

What Besides Banks?

September 14, 2007 | 1 Comment

You can poison yourself on too much of a good thing. Those who know me are aware I love to invest on banks: great dividends, good growth in an economy that depends on them, and a great business model that has proven itself over centuries. However, being invested on a single sector is [...]

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