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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (10480)	1/27/2012 12:05:31 AM
From: AFROTH	Respond to of 34328

this might brighten your day tomorrow finance.yahoo.com

To: Jacob Snyder who wrote (10480)	6/28/2012 1:28:28 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 34328

SI, Siemens, the European equivalent of GE: A big old diversified manufacturer. Div yield 3.7%; paid once a year, ex-div in January market cap 69B$ PE: usual range 10-22, now at 13 EPS TTM troughed at $0.58 in 12/2008, peaked at $9.64 in 9/2011, now at $6.25 gross margin stable LT at 25-30% free cash flow usually 6-13B/y P/S: usual range: 0.7-1.0, now at 0.7 cash + ST inv.: 12B$ LT debt 19B$ debt/equity: usual range 0.45-0.70, now at 0.61 shares out: stable LT (I get different numbers at different sites, for the dividend. Anyone have a reliable site for dividends in foreign companies, which clearly states the currency?) disclosure: initiated a position at $78.50. The stock is now at about the price where it troughed in 2011 and 2010, so I may double up if it bounces right here. Otherwise, I will add in increments every 5% decline in stock price. A LT holding. news June 26: German industrial manufacturer may have trouble meeting its earnings guidance this year due to "significant deterioration" in some economies, Chief Financial Officer Joe Kaeser said in an interview. "Growth perspectives have been tempered by the ongoing European debate and China," he said. "What we have seen is a significant downward trend" in economic growth in the last two months... ...Siemens, which has 400,000 employees around the world, including 100,000 in Germany, sells industrial automation equipment and other products to manufacturers, in particular the midsized European companies that export their own goods to emerging markets. With those firms facing the uncertainty of the euro-zone's fiscal crisis, Siemens is seeing softness in its drive-control and industrial-automation businesses, Mr. Kaeser said. The trouble is that China is taking longer to recover from its last bout of monetary tightening than the world had hoped, he said. The world's second-largest economy is continuing to grow, but more slowly than expected. Siemens still expects China to be "the powerhouse of manufacturing and automation going forward," Mr. Kaeser said. Under Beijing's current five-year plan, which is "all about consumption," opportunity exists for Siemens to sell higher-end automation equipment to industrial companies there. Siemens sees a "second wave" of automation spending coming from emerging markets such as Vietnam, Indonesia, and Turkey over the next decade as demographic growth spurs consumption in those areas, Mr. Kaeser said. In the developed world, the company hopes to profit from spending on traffic management, energy efficiency, and other ways of making life cheaper per capita as cities expand, he said. online.wsj.com