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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Dale Baker who wrote (16117)1/9/2003 6:22:39 AM
From: Bob Rudd  Read Replies (1) | Respond to of 78748
 
Dale: While I agree that HG looks at ALD/ACAS with brown-colored glasses, the analysts' comments on dividend taxability ring true and are easily verifiable with a call to IR. I currently have no position, but if the dividends were to become non-taxable it would be far more impactful with these two @ 9.5 & 11.2% yields respectively than the vast majority dividend paying stocks.
Nearly all analysts/journalists/commentators have some sort of bias/agenda. HG's is clearly toward the short/bear case, but he's outnumbered by analysts with bullish bias. I try to look to each for insights on the plus's &/or minus's, but to neither for a final call...evan a biased source may offer a useful insight or perspective on risk or reward of a stock that might not otherwise be seen.