tag:blogger.com,1999:blog-5232481098066200105.post5252330312583764304..comments2024-02-21T05:09:47.829-05:00Comments on Compounding Income: September Watch ListCompounding Incomehttp://www.blogger.com/profile/04207986983526689578noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-5232481098066200105.post-44126427424975467102013-09-01T21:19:35.648-04:002013-09-01T21:19:35.648-04:00That hike was grueling... and I got headaches near...That hike was grueling... and I got headaches near the end. I felt like a pansy seeing other people run up the mountain, wow some people are in great shape! Overall It was the toughest hike I've ever done, but I'm not interested in ever tackling it again.<br /><br />Good call on CVX. I noticed the drop in MO as well. Not sure if I want more tobacco at the moment, but I must say PM looks pretty good low 80's. Still interested in BAX and a few others. <br /><br />I'll head on over to your site to see what you've been up to in a just a minute here.Compounding Incomehttps://www.blogger.com/profile/04207986983526689578noreply@blogger.comtag:blogger.com,1999:blog-5232481098066200105.post-24004320206657104912013-08-29T20:02:28.105-04:002013-08-29T20:02:28.105-04:00Best of luck on your hiking adventure. That sounds...Best of luck on your hiking adventure. That sounds like a real challenge and a lot of fun. I barely have enough energy to mountain bike the 13-14 mile hilly trails near my neck of the woods. Going up pikes peak is another level. Hoping to see pictures. <br /><br />I like WMT and I really like CVX (I just bought some myself), I also find MO attractive and it may be my next purchase as they get ready to boost that dividend another 9% coming up. I see you already own PM and LO though which are very strong ones as well.Captain Dividendhttps://www.blogger.com/profile/12476333326774085103noreply@blogger.comtag:blogger.com,1999:blog-5232481098066200105.post-48499424604000745652013-08-26T21:33:58.410-04:002013-08-26T21:33:58.410-04:00Yes it's about a 14 mile hike up 8,000 feet of...Yes it's about a 14 mile hike up 8,000 feet of elevation. Then you have to consider the low oxygen supply near the summit... pretty challenging. I'm thinking it's going to take the whole day. Colorado Springs is about 6,000 ft in elevation and let me tell you that I had a hard time even completing a 3 mile run when I first arrived. Getting used to it now. <br /><br />I was surprised to see BDX is fairly attractive too. I may recheck the calculations because I am prone to making mistakes here and there. Morningstar has it listed as a $103 value where as I came up with $107. They have BAX at $80; I think it's worth $76.50. <br /><br />I'd be interested in finding out how Morningstar computes fair value, but I know it's based off a proprietary DCF calculation. http://news.morningstar.com/articlenet/article.aspx?id=84288&Compounding Incomehttps://www.blogger.com/profile/04207986983526689578noreply@blogger.comtag:blogger.com,1999:blog-5232481098066200105.post-22717993702531613022013-08-26T11:33:29.845-04:002013-08-26T11:33:29.845-04:00Oh, and have fun hiking Pike's Peak. I think ...Oh, and have fun hiking Pike's Peak. I think it'd be awesome to hike the Rockies from S-N. Although obviously that would take a very long time but it would be amazing. How many people could say that they did that and got to enjoy the beauty that is the Rocky Mountains in all sorts of conditions. Passive Income Pursuithttps://www.blogger.com/profile/13947101854482544346noreply@blogger.comtag:blogger.com,1999:blog-5232481098066200105.post-13059147991912950872013-08-26T11:27:54.479-04:002013-08-26T11:27:54.479-04:00My exposure to O&G is pretty much at its limit...My exposure to O&G is pretty much at its limit, which is a shame because I'd have really liked to have picked up CVX and XOM last week as share prices were pretty weak. Like you I'd like to get some more exposure to medical device makers and BAX seems to be the best value right now out of that space. At least among the dividend growers. The long term trend of health care growth is definitely in place thanks to demographics, and what better way to capitalize on that than through the razor blade model. Large volume of relatively cheap disposable components leading to repeat business. <br /><br />I like Visa here, although the yield is way low at only around 0.80%. It's another one of those long term trend stocks that happens to reward shareholders with increasing dividends. GE is another one although it's not for everyone as plenty of investors got burned in the financial crisis.Passive Income Pursuithttps://www.blogger.com/profile/13947101854482544346noreply@blogger.com