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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (123847)	7/26/2010 3:38:37 PM
From: GuinnessGuy	Read Replies (1) \| Respond to of 132070

Mike, you wrote- I like green and Guinesses' carbon fiber plays feed into that concept. I haven't bought a yacht on my HXL profits yet, but it hit a new 52 week high today and I'm not crying in my beer. Makes it too salty. <G> Not even crying with joy? <g> Not sure if you were watching but CYT blew the absolute socks off expectations on Tuesday after the bell. The analysts were expecting $0.67 but were a bit off as CYT posted $1.24. Just a small error. <G> Some heavy hitters like Goldman were on the call, so it's a bit hard to fathom that even they blew the estimates so bad. Anyway, the carbon fiber division was only part of the success story there, and not even the main triumph although they did do well. One reason I bring this up is that HXL is reporting after the bell today. Estimates range from 15-19 cents, averaging 17 cent/share. Interestingly, HXL has considerably more analysts following it than does CYT even though CYT has almost three times the revenues. One other note. Check out the bio on HXL's CEO(who is also chairman of the board): [SNIP]He served as President of Hexcel Corp. since August 2009. He served as President of the Automotive Systems Group of Honeywell International Inc. (a Manufacturer of Aerospace Products and Services, Specialty Materials, Automation and Control Systems and Transportation and Power Systems), from 1997 to 2001 and Vice President and General Manager of Engine Systems and Accessories, at AlliedSignal Aerospace from 1994 to 1997.[SNIP] Kinda interesting that he got the nod recently and that he has some major experience in the automotive area. Of course, he also has the aerospace part covered too but I think it's no coincidence that he's very experienced dealing with the Detroit crowd. Lots of HXL management comes from Honeywell. You know anything about the quality of HON management over the years? I seem to remember that they are highly regarded, but may have them confused with some other company. Kind of a nice day. Both HXL and GEOY hitting 52 week highs today. You ever buy any GEOY? They are reporting two weeks from tomorrow(that's when their quarterly CC is being held, anyway). I'd expect some upside surprise there. I imagine that they got a lot of business in May and June from the Gulf of Mexico oil thing. craig

To: Knighty Tin who wrote (123847)	8/27/2010 3:26:12 PM
From: GuinnessGuy	Read Replies (1) \| Respond to of 132070

Mike, you wrote - "2. Dividend growth will be more important in the future. It has been important in the past, but, with so many large stocks marching in lockstep, payout money will become as or more important than appreciation money. Make certain, I am saying dividend growth and not large DIVIDENDS. High yield stocks are often moribund companies. But those who try to increase DIVIDENDS often are the true growth stocks." That makes a lot of sense, but now finding a company that fits the bill. Check out ABB. Kind of the GE of Europe but without all the silly side businesses. Electrical power transmission and smart grid technology gives this one a shade of green. Lots of work in china where they are doing some interesting things that we here in the USA can only dream of, such as long distance, very high voltage DC lines running 1200 miles with only 7% losses as well as train electrification(Switzerland, HQ of ABB has all their rail electrified). They only recently announced a energy storage(think UPS systems), which may or may not incorporate ALTI's battery cells. This dovetails with the intermittency of renewables like wind and solar. And best of all might be their dividend record. Despite the downturn ABB is giving the biggest dividend ever, while GE's has been dramatically cut. And it's not paying huge dividends - only 2.5%. I see this as a nice mix of dividend and appreciation. You can eyeball their latest presentation given at a Goldman Sachs Capital Goods conference back in June here: tiny.cc See any warts here? craig

To: Knighty Tin who wrote (123847)	8/29/2010 7:56:33 PM
From: Madharry	Read Replies (1) \| Respond to of 132070

The problem with relying on dividends is that its a two edged sword and on top of that frequently dividend policy has nothing to do with the company's ability to pay them. They can cut their dividend because of governmental pressure or because of the weakness in the credit markets unless they are legally obligated to pay out a percentage of their profits like a reit. So now you have be able to find shareholder friendly managments that are willing to communicate with you so you can be informed as to their dividend policy and hope that it doesnt change suddenly because some government official is pressuring you to hold on to your cash. Personally for dividends im going with reits, mlps, and maybe some good cumulative preferred if i can find some. any suggestions?