Comments on Dividends4Life: Stock Analysis: Clorox Co. (CLX)

BW: I started monitoring the 20 Treasury year rate...

2008-12-29T08:29:00.000-06:00

BW: I started monitoring the 20 Treasury year rate when I felt the MMA rates were not indicative of what would occur over the next 20 years. Ironically, at the time I felt the 20 year rate should be higher than the MMA rate - now the 20 year Treasury is less than the MMA rate that I am using.

Best Wishes,
D4L

D4L
I just saw your recent email and see that y...

2008-12-28T22:33:00.000-06:00

D4L
I just saw your recent email and see that you are monitoring the 20 year Treasury as an objective interest rate as well as your MM calculation. That solves in some way my desire to have an objective number to compare.

I used to fool around with primitive artificial in...

2008-12-28T16:17:00.000-06:00

I used to fool around with primitive artificial intelligence programs that did a very similar analysis to what you do with your screen. So if we were looking for 15% dividend growth but we discover a stock with a 10% increase,we could give it a 2 out of 3 or a 3 out of 5 rather than just a 1 or 0. It might add something to your analysis and at least quantify the work you have done rather than

BW: I am not sure I completely follow your logic? ...

2008-12-28T14:48:00.000-06:00

BW: I am not sure I completely follow your logic? Specifically what are you suggesting with fuzzy logic?

I am a buy and hold "forever" investor. My horizon (or "forever") is 20 years. If interest rates are dropping and expected to continue to do so, it should be embedded in the 20 year Fed rate, which I think that it is since that rate continues to decline. A 3 or 5 year CD assumes my

I love your style of analysis but I do wonder if y...

2008-12-28T13:36:00.000-06:00

I love your style of analysis but I do wonder if you are being too rigid and arbitrary. For example, if a company grows a dividend at 14% or 1% it is treated the same way. Wouldn't a fuzzy logic approach be more useful.
Also your use of a long term MMA average denies the fact that you are making a current decision for investment. If interest rates are going down and expected to continue ,

A company that I like and use often. Just waiting ...

2008-12-19T01:32:00.000-06:00

A company that I like and use often. Just waiting for it to come down to my buy price but this is a stubborn fella.

Anon: With all due respect to you, the analysis is...

2008-12-18T15:58:00.000-06:00

Anon: With all due respect to you, the analysis is clearly described in the disclaimer as "quantitative" and "mechanically calculated". In addition, it is noted that before buying or selling any stock you should do your own research (qualitative) and reach your own conclusion.

There is such a high degree of subjectivity in a qualitative analysis, it is best left to individual.

With all due respect, your analysis doesn't spend ...

2008-12-18T15:16:00.000-06:00

With all due respect, your analysis doesn't spend any time actually examining the fundamental business (competition, competitive advantages, management, revenue mix, business trends, etc.).

Don't you think your analysis is a bit, shall we say, light?

Nurseb911: We're here to serve! :)

Best Wis...

2008-12-17T12:30:00.000-06:00

Nurseb911: We're here to serve! :)

Best Wishes,
D4L

Thanks or the analysis D4L.

I just made a c...

2008-12-17T09:07:00.000-06:00

Thanks or the analysis D4L.

I just made a comment about the company yesterday on your previous post & here is a stock analysis in my google reader right away in the morning.

That's what I call customer SERVICE! (haha)