tag:blogger.com,1999:blog-22955634.post936095345092280399..comments2023-11-02T09:05:19.827-04:00Comments on Growth in Value: The contrarian view on dividendsGIVhttp://www.blogger.com/profile/00696914649890834002noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-22955634.post-67718674175051086902008-05-29T22:35:00.000-04:002008-05-29T22:35:00.000-04:00What would you rather prefer: companies paying cas...What would you rather prefer: companies paying cash to the owners to deploy it as they please or just throw it away in empire building? I'd take the former in a heart beat.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-22955634.post-68277745267482203382008-05-18T19:12:00.000-04:002008-05-18T19:12:00.000-04:00Upon reading a few more of your posts i see your l...Upon reading a few more of your posts i see your love affair with Biovail spans a few years. While i have followed the company since '03i decided to buy last August. <BR/><BR/>Including some protective puts and dividends i am down close to 10% after div. payment this week. If i didn't have so many shares already and wasn't interested in other companies i would buy more under $13. <BR/><BR/>I guess well wait and see what happens with the next year before i sell. I am unsure if i will sell if BVF falls to $10 again, but i will monitor it. I've heard some interesting investors say to cut and run after -8%, but of course these aren't value investors. <BR/><BR/>That said they do have a point for preserving capital. <BR/><BR/>DHAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-22955634.post-16916815386658027682008-05-18T18:54:00.000-04:002008-05-18T18:54:00.000-04:00If your into contra investing into div. companies ...If your into contra investing into div. companies like BVF-T (which i own) you should check out CLCT-N (i recently bought).<BR/><BR/>Nice yield, lots of cash, niche market and just aquired another business which should help revenues in the future. <BR/><BR/>Lots of insider ownership combined with a small market cap = low daily volume, but who cares unless you've got a million bucks to put into this company. <BR/><BR/>DHAnonymousnoreply@blogger.com