tag:blogger.com,1999:blog-8311693978290818221.post2414731203985287935..comments2024-01-07T20:25:15.032+01:00Comments on defensiven: Analys av Cincinnati Financial corp - Försäkringsbolag med 50 år av stigande utdelningdefensivenhttp://www.blogger.com/profile/14075285925801254437noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-8311693978290818221.post-33112204493337087192010-10-17T07:42:26.332+02:002010-10-17T07:42:26.332+02:00Yes Medtronic also seems like a very nice wellrun ...Yes Medtronic also seems like a very nice wellrun company. Their finances are not as superstrong as other medical collegeus like J&J or Novartis though.<br /><br />I try to admit to myself my limited knowledge about US economy (even though I try to learn). This is why I demand quite a high valuediscount for companies who have all their business (like my stocks in insurance companies, banks ordefensivenhttps://www.blogger.com/profile/14075285925801254437noreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-14037795015621518272010-10-17T01:13:50.810+02:002010-10-17T01:13:50.810+02:00CINF is at a deeper value that some other insurers...CINF is at a deeper value that some other insurers because they've been hit harder by the recession, and besides their equity exposure, part of the reason is their geographic location. The rust belt of states is the worst economic region in the US. <br /><br />Your point about earnings and revenue is valid. The reported earnings for the first couple of quarters are not so great, though, andDividend Monkhttp://dividendmonk.comnoreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-54378944553834180722010-10-16T18:18:23.586+02:002010-10-16T18:18:23.586+02:00Btw: I have been looking into Chubb after your ana...Btw: I have been looking into Chubb after your analysis and talk about share buybacks:) It looks like a good company for me, I really like its defensive qualities. Will probably buy some of its stocks next week. <br /><br />Becton Dickinson is another company which I find interesting.defensivenhttps://www.blogger.com/profile/14075285925801254437noreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-9476520607690532572010-10-16T18:10:46.610+02:002010-10-16T18:10:46.610+02:00Dividendmonk:
Good points there.
Dividendgrowth:...Dividendmonk:<br />Good points there. <br /><br />Dividendgrowth:<br />I hardly never use divididendgrowth as a ratio. I focus on earnings- or revenuegrowth instead. I guess the original reason is that many swedish companies have very fluctuating dividends (not like in the US were it often steadily rises). <br /><br />But basicly I find it hard to judge if a "lower-then-earnings" or &defensivenhttps://www.blogger.com/profile/14075285925801254437noreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-53449039957862673662010-10-16T17:56:24.379+02:002010-10-16T17:56:24.379+02:00What are your thoughts on CINF's currently low...What are your thoughts on CINF's currently low dividend growth?<br /><br />For 2009, the company only increased its dividend from $0.39/quarter to $0.395/quarter. For 2010, the company only increased its dividend from $0.395/quarter to $0.40/quarter. That's a dividend growth rate of a little over 1%. <br /><br />When I posted my stock analysis in May, the low dividend growth was Dividend Monkhttp://dividendmonk.comnoreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-9716509507614314632010-10-16T17:50:56.358+02:002010-10-16T17:50:56.358+02:00Erik: Bolagen är säkert bra och rejäla men de pass...Erik: Bolagen är säkert bra och rejäla men de passar tyvärr inte fullständigt in på mina kriterier. Nucor Steel har förlustår och Medtronic har soliditet (exklusive goodwill) på ca 20. Jag vet att jag är kräsen..kanske för försiktig. <br /><br />Becton Dickinson (läkemedelsbolag) och Chubb (försäkringsbolag) är två nya kandidater jag håller på och sätter mig in i. Ser lovande ut.defensivenhttps://www.blogger.com/profile/14075285925801254437noreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-12608676628902907382010-10-13T20:22:08.885+02:002010-10-13T20:22:08.885+02:00Tack för tipsen Erik, ska spana vid tillfälle:)
...Tack för tipsen Erik, ska spana vid tillfälle:) <br /><br />Medtronic har jag på min "spanlista" sen tidigare, dividendmonk har skrivit en bra analys där. Jag har dock inte hunnit kolla in bolaget närmare.defensivenhttps://www.blogger.com/profile/14075285925801254437noreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-3111679681794839602010-10-13T20:07:51.148+02:002010-10-13T20:07:51.148+02:00Kul att du har både denna och JnJ i din portfölj. ...Kul att du har både denna och JnJ i din portfölj. Kolla gärna Medtronic och Nucor Steel i Usa om du får tid...apropå säkra utdelare med pengar i kistan.Eriknoreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-14805220708110700862010-09-30T16:00:38.086+02:002010-09-30T16:00:38.086+02:00Lagt till ett intressant citat från morningsstar.Lagt till ett intressant citat från morningsstar.defensivenhttps://www.blogger.com/profile/14075285925801254437noreply@blogger.com