RE: RE: RE: RE: LWWhich is why I communicate with the company...
My read between the lines of the communications I have had is that they are actively engaged in hammering out further investments with new companies, which will increase payouts and decrease payout ratios. As well, don't mistake revenue with earnings.
I have also had communication with LMS and Lifemark, though being private companies it has to be in a roundabout way, and have a good sense of the businesses of Medichair and End of the Roll.
So my assessment is not to take profits at this time, as I believe AD will climb, though I do not have any issue with your take on taking profits when you feel comfortable with them. Each persons profit margin is different, but early profits would have been a real groaner on stocks like EIF or PTO. With a high dividend stock, the profit expected to be gained by reinvestment into another stock must exceed the dividend yield in the currently held stock, even if that stock is flat.
Cheers,
Ogre
Considering that AD is expecting a 16% drop in revenue in 2010, I wouldhesitate to call that "great fundamentals".
But it has done prettygood, maybe time to take profits?