Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
Arnold,
Thank you for the very good technical article.
Working at Digital Equipment Corporation in the 1980's I learned that the best engineering does not always win the day. So, I am skeptical about how much weight to put on any argument of corporate success which is based on engineering superiority.
If one invested $10,000 in INTC 10 years ago, they would have $9,000 today.
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
Hardog, Thank you for your kind words.
I understand exactly what you mean about understanding the products you are investing in. Can you imagine a group of bankers sitting around on the floor with their crayons in hand drawing pictures of CDO's? How about synthetic CDOs?
Any of us who does not understand simplicity and the value of keeping things simple, is setting themselves up for a great fall.
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
Dancing diva, Note the wry little smile on my face.
Risk is the anything that increases the possibility of not having enough money when you need it.
So, it therefore follows that if I'm concerned about next month's rent, car repairs and the grocery bill, the higher current yield is just what I need. Ha That's not guts, that's simply survival! The long term risk is something we may have to deal with if we keep paying the rent, eating and breathing. I hope I have the opportunity.
AGNC, DX, TCAP, PNNT add quite a boost to my income, and none of them has a P/E over 12; their average yield is 11.5%. For $10,000 invested I get the same amount of income that $37,000 worth of JNJ would give me.
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
Barry, Thanks.
It's often the great comments that provide the best learning experiences. There's a pretty savvy group of investors contributing their knowledge and experiences here.
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
Thanks for your comment, jrdrill.
It is very important, for me at least, to read the annual report and read the CEO tell the story of the firm, explain the game plan and the stakeholders who will win. When you visit a retail store, for example, you can appraise the company from a different perspective... is this the same firm lauded in the Annual Report?
I mention this because of your comment, but also because a "disconnect" between what a firm says it is about and what it is really doing, signals a big caution in my mind. I sold a big MLP pipeline firm a year or so ago, because they really changed the nature of their business, I had no confidence the evolving model would work.
Not, perhaps a reason to sell, but any big change is a reason to evaluate.
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
Barry,
Thanks for your comment. One of the things that distinguishes SA is the quality of the readers' comments. It's a pretty savvy group of investors here, and we all learn a lot from the comments.
I appreciate the fact filled analytical article. However, the US Banking system is not a whole lot sounder than when WFC had to cut its dividend. We won't have a 1st Class banking system until the bankers and the politicians want one. Bank failures, unknown in some countries, have always happened here. Nothing has changed very much. There are many banks that one can buy which did not cut their dividends during the financial crisis. Why invest in one which is part of a very unhealthy system? The World Economic Forum, compiler and publisher of the World Competitiveness Report ranks the US Soundness of Banks as 80th, out of 144 countries. Numbers 77, 78 and 79 are Kenya, Mozambique and Gabon. http://bit.ly/Yg6usz Better to invest in the banks of Canada, New Zealand, South Africa, Australia, Finland, Hong Kong or Singapore and 6 dozen other countries rather than the US. Unfortunately, until things change drastically in this country, investing in any US banks is a very high risk gamble. Best regards and good luck,Bob J
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
Chowder, Thanks for the insight. Have a long and restful sleep.
Improving fundamentals certainly justifies higher prices. Historical data sometimes doesn't catch up with the momentum of the market or the forces behind it. A lot of decisions are made on ttm numbers.
Increasing forward projections bode well for the market.
US Stocks Dividend Growth Rate - Magic Number? [View instapost]
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
Thank you for the very good technical article.
Working at Digital Equipment Corporation in the 1980's I learned that the best engineering does not always win the day. So, I am skeptical about how much weight to put on any argument of corporate success which is based on engineering superiority.
If one invested $10,000 in INTC 10 years ago, they would have $9,000 today.
Best regards,
Bob J
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
What If Long-Term Dividend Investors Buy Before A Crash? [View article]
As expected, another top quality article.
Best,
Bob J
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
I understand exactly what you mean about understanding the products you are investing in. Can you imagine a group of bankers sitting around on the floor with their crayons in hand drawing pictures of CDO's? How about synthetic CDOs?
Any of us who does not understand simplicity and the value of keeping things simple, is setting themselves up for a great fall.
Best,
Bob J
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
Risk is the anything that increases the possibility of not having enough money when you need it.
So, it therefore follows that if I'm concerned about next month's rent, car repairs and the grocery bill, the higher current yield is just what I need. Ha That's not guts, that's simply survival! The long term risk is something we may have to deal with if we keep paying the rent, eating and breathing. I hope I have the opportunity.
AGNC, DX, TCAP, PNNT add quite a boost to my income, and none of them has a P/E over 12; their average yield is 11.5%. For $10,000 invested I get the same amount of income that $37,000 worth of JNJ would give me.
Best,
Bob J
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
It's often the great comments that provide the best learning experiences. There's a pretty savvy group of investors contributing their knowledge and experiences here.
Best regards,
Bob J
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
It is very important, for me at least, to read the annual report and read the CEO tell the story of the firm, explain the game plan and the stakeholders who will win. When you visit a retail store, for example, you can appraise the company from a different perspective... is this the same firm lauded in the Annual Report?
I mention this because of your comment, but also because a "disconnect" between what a firm says it is about and what it is really doing, signals a big caution in my mind. I sold a big MLP pipeline firm a year or so ago, because they really changed the nature of their business, I had no confidence the evolving model would work.
Not, perhaps a reason to sell, but any big change is a reason to evaluate.
Best regards,
Bob J
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
Thanks for your comment. One of the things that distinguishes SA is the quality of the readers' comments. It's a pretty savvy group of investors here, and we all learn a lot from the comments.
Best regards,
Bob J
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
I appreciate your kind words.
Best,
Bob J
Triple Threat Investing: Wells Fargo [View article]
I appreciate the fact filled analytical article. However, the US Banking system is not a whole lot sounder than when WFC had to cut its dividend. We won't have a 1st Class banking system until the bankers and the politicians want one. Bank failures, unknown in some countries, have always happened here. Nothing has changed very much.
There are many banks that one can buy which did not cut their dividends during the financial crisis. Why invest in one which is part of a very unhealthy system?
The World Economic Forum, compiler and publisher of the World Competitiveness Report ranks the US Soundness of Banks as 80th, out of 144 countries. Numbers 77, 78 and 79 are Kenya, Mozambique and Gabon.
http://bit.ly/Yg6usz
Better to invest in the banks of Canada, New Zealand, South Africa, Australia, Finland, Hong Kong or Singapore and 6 dozen other countries rather than the US.
Unfortunately, until things change drastically in this country, investing in any US banks is a very high risk gamble.
Best regards and good luck,Bob J
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
Thanks for the information. I try not to make too many trades, but it sounds like it's worth checking out.
Best,
Bob J
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
Thanks for the insight. Have a long and restful sleep.
Improving fundamentals certainly justifies higher prices. Historical data sometimes doesn't catch up with the momentum of the market or the forces behind it. A lot of decisions are made on ttm numbers.
Increasing forward projections bode well for the market.
Best regards,
Bob J
Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
David Fish's CCC list is a good place to start for opportunities in any sector.
Best,
Bob J