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Strategies & Market Trends : Value Investing
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To: SI Bob who wrote (26368)3/21/2007 4:59:33 PM
From: Paul Senior  Read Replies (1) of 78743
 
I have a few shares of WPL also, SI Bob.

I'm figuring it for a reversion-to-mean play, and that the dividend, if sustainable - IF -, provides a little margin of safety.

On the negative side, the market cap to aum (assets under management) percent is 6.5%, and that is high. (i.e a buyer of the stock pays a high price for every dollar that WPL manages.) And the latest two analysts calls were "underperform" and "sell". That's not so reassuring.

I hold a few shares of JPM among a package of financial services stocks and bank stocks.

I scanned other stocks you mentioned. They hold no interest for me. Jmo, I could be wrong. And have been many, many times.

I've posted several stocks I'm buying for the dividend growth or yield. There are some pundits who believe that it can be a very dangerous way to invest if somebody is chasing dividends. "More money is lost chasing dividends than any other way". We see that this could be so with the stock declines of high div. yielding companies in the subprime business.
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I'm not sure I'd characterize the div. paying stocks I'm buying as "being on sale", but to me they are worth buying at prices I'm paying. To me, I'd rather be buying/holding such stocks now than holding "a lot of dry powder in that account that's just earning 3.5% in bonds" and waiting for a big on-sale stock decline. That's just my proclivity though.
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