Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: E_K_S who wrote (1953)	7/17/2012 8:47:52 PM
From: Brian Sullivan	Read Replies (1) \| Respond to of 4719

I'll address two of the stocks that you asked about. TGT Target has a great track record, it is currently among the best dividend growth stocks. For TGT the company has raised it dividend every year for ( at least) 10 years and the current yeild is 2.34% Also the 5 year dividend growth rate is 20% which is extremely high for a dividend growth stock with 10 years of increases. So it is like KO or other dividend growth stocks that are part of Buffets portfolio. STX and WDC are no longer in a cut throat commodity style business but are now duo-poly that provide an essential component to every cloud storage and data center. These trade at very low PE ratios (4.5 forward/ 6.1 TTM) and STC pays a fat dividend of 3.7%. Currently traders are pessimistic because they only think about iPad's vs. Desktops. Where the real market is the lowest cost per bit of storage in the data centers. That where these two have an unassailable technological advantage. So, it is like an INTC from the Buffett portfolio.