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Bill Maurer

 
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  • The Newest Creative ETF: Stock Splits [View article]
    Stock splits definitely have worked when they are really big ones - like the Baidu and Apple ones that come to mind. The one thing I wonder, now that the ETF has launched, is will the turnover be a little more. If they only replace one name a month, a name that split years ago could still be there - like I think KO is an example.
    Sep 19 08:21 PM | Likes Like |Link to Comment
  • The Newest Creative ETF: Stock Splits [View article]
    You'd probably have to contact the company or index provider and get a list of holdings since inception, including entry and exit dates. Probably would be quite the complex task, and that's if they were willing to share the data.
    Sep 19 08:07 PM | Likes Like |Link to Comment
  • The Newest Creative ETF: Stock Splits [View article]
    It's a good point. Perhaps the issue is derived in the point of the index itself. Since the index is based on stock splits, the number of those splits usually drops when markets are going down.
    Sep 19 05:20 PM | Likes Like |Link to Comment
  • The Bull Trap That Is Philip Morris International [View article]
    Of course the recent articles are all about the dividend. September is the month where the company raises its dividend. Do this article in March, for example, and I'm sure you'll have a different view.

    I'll address these concerns in a PM article on Monday for all who are interested.
    Sep 19 04:00 PM | 6 Likes Like |Link to Comment
  • The Newest Creative ETF: Stock Splits [View article]
    The fund seeks to track performance based on price and yield, so I would assume so. However, with it being just a few days old, I'm not sure when it might actually pay a dividend and how frequently.
    Sep 19 02:23 PM | 1 Like Like |Link to Comment
  • The Newest Creative ETF: Stock Splits [View article]
    It had one a few years ago.
    Sep 19 01:23 PM | Likes Like |Link to Comment
  • Apple: Record iPhone 6 Pre-Orders Versus No China In 2014 [View article]
    Still near an all-time high, that was recently set.
    Sep 19 09:09 AM | Likes Like |Link to Comment
  • Microsoft: Another Healthy Dividend Raise [View article]
    Well, according to TipRanks, my success rate on picks is a lot better than the GS analyst that covers Microsoft.

    By the way, that's the same analyst who in Feb 2014 said to sell Microsoft and had a $29 price target.

    Former CEO thought the smaller dividend raise was wise.

    Again, nice job not responding to the multiple points I proved you wrong on. The fact that you are not satisfied with this raise shows your lack of understanding about this company.
    Sep 19 09:08 AM | 2 Likes Like |Link to Comment
  • Apple: Record iPhone 6 Pre-Orders Versus No China In 2014 [View article]
    Only issue I see is if they don't expect iPhone sales in mainland China until 2015, fiscal Q1 (calendar Q4) guidance may be a little soft, at which point I don't see a huge run up after earnings.
    Sep 18 11:06 PM | Likes Like |Link to Comment
  • Apple: Record iPhone 6 Pre-Orders Versus No China In 2014 [View article]
    Not sure about the Chinese new year. As for margins, they normally decrease when Apple launches a new form factor phone. However, Apple was rumored to be asking for higher prices for larger screen phones, so the October report will be very interesting.
    Sep 18 12:13 PM | 1 Like Like |Link to Comment
  • Microsoft: Another Healthy Dividend Raise [View article]
    How is it NOT subject to repatriation? Please show me evidence where Apple brought back foreign funds to US without paying taxes?

    Borrowing against foreign funds is not the same as repatriation.

    I also like how you changed the subject twice now as I've proven your statements wrong.

    While you're at it, ask Goldman about their teens price target on INTC, while the stock is now in the mid $30s. There's been a number of cases where when they say something, the best thing is to do the opposite.

    Looking forward to hearing your evidence about the non-material repatriation bill as well as why MSFT should take out debt to raise the dividend.
    Sep 18 10:42 AM | 2 Likes Like |Link to Comment
  • Apple: Record iPhone 6 Pre-Orders Versus No China In 2014 [View article]
    I generally do not own what I write about.
    Sep 18 10:26 AM | 1 Like Like |Link to Comment
  • Apple: Record iPhone 6 Pre-Orders Versus No China In 2014 [View article]
    Apple stock has already exploded, it's not going that high in less than 4 months.
    Sep 18 10:15 AM | 1 Like Like |Link to Comment
  • Apple: Record iPhone 6 Pre-Orders Versus No China In 2014 [View article]
    It makes a difference if analyst estimates for the December-ending quarter keep rising, because then Apple's guidance could miss.
    Sep 18 09:54 AM | 1 Like Like |Link to Comment
  • Microsoft: Another Healthy Dividend Raise [View article]
    At the end of the June quarter, Microsoft had $85.7 billion in cash and short-term investments. As stated on page 41 of the 10-K, $77.1 billion was held by foreign subsidiaries and would be subject to material repatriation.

    Do the math - That's 90%. You can apologize now.

    As for Apple, the company is buying back $90 billion in stock. The dividend raise this year was about 8%, which actually wasn't a big raise considering how much the share count has come down. In dollar terms, the company was only paying about 2-3% more. Compared to the buyback, the dividend was nothing.

    Well, many of those analysts just didn't see what was going on apparently. I've been writing for months about this buyback/offshore cash issue, and I correctly predicted the dividend raise.

    Microsoft spent $3.4 billion more in the fiscal year on the dividend/buyback than it did in the previous year. You should be satisfied. If not, sell your shares.
    Sep 18 09:12 AM | 4 Likes Like |Link to Comment
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