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 : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: sm1th who wrote (29580)	8/8/2018 11:26:07 PM
From: Steve Felix	Respond to of 34328

Sector has been heading down for three years. CAH in my youngest's Roth bought 1/17, by far her worst loser at -34%. Every "bottom" has been false, and analysts keep lowering their forward earnings estimates. CAH still raising small so I have let it alone. CFRA came out with a strong buy on CAH on July 12th, and on August 7th moved it to hold. Seems the view is cloudy at best.

To: sm1th who wrote (29580)	8/14/2018 10:04:18 AM
From: Paul Senior	1 Recommendation Recommended By Graustus Respond to of 34328

OMI. Ok, I'll take shares. Motley Fool guy says: The company's full-year guidance is for adjusted net income per diluted share of between $1.40 to $1.50, and management says it's "confident" in its "ability to achieve a double digit, year-over-year adjusted earnings growth rate next year. Nevertheless, investors don't appear willing to give management the benefit of the doubt. In the past year, the company's been battling weaker pricing, margin headwinds, and supply bottlenecks. Perhaps a wait-and-see approach to this stock is warranted until the all-clear is sounded. If management is right though, that'd make forward p/e 10-11x on today's price. There hasn't been a year in the past ten when OMI did not sell for at least a 15x p/e. So I look at this as a reversion-to-mean play with around a 7% div yield while waiting. (That dividend's been increased every year past ten.) Jmo, and I'm wrong many, many times.