Comparing Dividends And Buybacks By Sector [View article]
Thank you for the comment. I was not saying R&D specifically, I said R&D, Acquisitions, platform expansion. I was saying Apple is choosing to allocate a massive amount of resources to return to shareholders, which will cut into resources it has for R&D, aquisitions, etc.
Southern Company (SO) says it will take a $540M pre-tax, $333M after-tax charge related to increased costs at its Mississippi coal plant. (8-K) [View news story]
That is exactly what President Obama and the EPA want, force costs to rise for cheap power to make alternatives more viable, but in the end those higher costs are just passed on to consumers.
My Analysis Of The CNBC.com ETF Portfolio [View article]
Thank you for your comment. I used GSY as a MM substitute because I believe it and other ETFs like it are the closest thing to cash that is offered in an ETF wrapper. The expense ratio is higher because like other ETFs in the MM category they are actively managed.
Comparing Buybacks To Dividend Growth [View article]
Thank you for your comment,to answer your questions, the return is NOT total return,all the return number in my article are price return.Return Data was from the 1-year period from April 11th 2013 to April 11th 2012.
2 Popular Fixed Income ETFs I Would Never Own [View article]
I'm not talking about results! I KNOW the results are different than a bond fund like AGG or BND. When you say "the ONLY thing that matters is profit at the end of the day regardless of how you get there"
So you don't care about risk management, or other risk factors, just as long as you get your money?
I'm talking about the comparison of the mutual funds the author listed to the ETFs. Someone can say "Well the Mutual funds outperformed the benchmark" yes that is true, but the benchmark the mutual funds use are misleading because if the mutual funds, only were able to own the same bond sectors as the benchmark, the mutual funds performance would be very different.
Also, I'm not talking about juggling ETFs, no where did I mention anything about yearly re-balancing or anything along those lines, you could create a simple diversified portfolio of Fixed income ETFs that you could hold forever, just like a mutual fund like PTTRX.
Also, I don't appreciate your two comments
"and really who doesnt in an investment forum <ha>"
-I do in practice as well, for my personal portfolio the fixed income section I hold 47% Corporate bonds, 31% broad treasury bond fund, and 22% emerging markets bonds. And comparing my fixed income portfolio to PTTRX, my portfolio has a total return since inception of 24.2% and PTTRX total return over the same period has a total return of 19% so according to the authors logic, since PTTRX doesn't perform as well investors should avoid it??
"I'll count my money and maybe float a loan for you." You don't know my financial situation so please keep your snide remarks to yourself, and please focus only on the content of the article.
Comparing Buybacks To Dividend Growth [View article]
I'm sure it would have been, BUT the index that PFM uses only includes stocks which "have been growing their dividends for at least 10 years in a row." PM didn't start trading till 2008.
My Analysis Of The CNBC.com ETF Portfolio [View article]
I agree if you are willing to go out the the risk spectrum BDC I think are a good choice. I like a new BDC fund, Market Vectors BDC Income ETF (BIZD), I'm not a fan of ETN except for rare cases.
Time To Turn Out The Lights In Europe And Buy Gold [View article]
In my regular investment account which I take larger than normal risks, I am LONG PowerShares DB Gold Double Long ETN (DGP), my cost basis is $19/share so I still have a nice profit, but maybe should have sold some @ $70 lol. Still I'm holding it long term because im bullish on gold long-term, and DGP leverage is reset MONTHLY instead of daily, so it for the most part tracks very closely to 2x Gold, unlike other Daily leveraged funds.
Is Gold Foreshadowing A Stock Market Implosion? [View article]
Dug up this little nugget of information from a businesswire article from 2009.
Quote from the article "The disclosure, GATA says, contradicts denials provided by the Fed to GATA in 2001 and suggests that the Fed is indeed very much involved in the surreptitious international central bank manipulation of the gold price particularly and the currency markets generally."
Then this article about gold swaps from 2010, it says "one or more banks had lent 380 tonnes of gold to the Bank of International Settlements in return for foreign currencies, there was widespread surprise and confusion."
"Concerns hinged on whether the BIS could potentially sell on this vast cache of bullion in the event of a default, flooding the market with liquidity. It appears to have raised $14bn for whoever's been doing the swapping – small fry on the currency markets, but serious liquidity in the gold market."
My Analysis Of The CNBC.com ETF Portfolio [View article]
Thank you for the comment mark, The average Expense ratio for the CNBC.com portfolio is 0.44%, and the average Expense ratio for my portfolio is 0.47%, so pretty close. I have created a spreadsheet to track the performance, I will post on here an update at the end of june, or write another article with the performance.
Is Gold Foreshadowing A Stock Market Implosion? [View article]
Great article, I completely agree with your conclusion that there is a possibility that gold could be the canary (also yellow like gold) in the coal mine for a major market correction.
Whats odd is the dollar index, usually, gold is inversely correlated to the dollar, and looking at the chart for the Dollar index it hit a low at around 11 am which is the same time the GLD hit its morning low. After that the Dollar index hit a low it proceeded to rise steadily the rest of the trading day, and gold went sideways for awhile then fell off even more.
I think the move in gold is currency driven, in my recent article about reasons could should be increasing: central bank buying,expense for miners are rising and are cutting back mining, rising US debt limit all of which are strong fundamental reasons why gold should be increasing, but I think the strong dollar has been hurting gold.
What is really bad is the correlation, I use a 3 month correlation and SPY,and UUP are currently correlated over 80% and the last time that happened was 12/14/2007. So in a correction of stocks dollar usually rises, which would mean possible further pain for gold.
Comparing Dividends And Buybacks By Sector [View article]
AT&T: Financial Shenanigans, Painful Truth Coming [View article]
Southern Company (SO) says it will take a $540M pre-tax, $333M after-tax charge related to increased costs at its Mississippi coal plant. (8-K) [View news story]
Why I Love ETFs, And You Should Too [View article]
My Analysis Of The CNBC.com ETF Portfolio [View article]
Comparing Buybacks To Dividend Growth [View article]
2 Popular Fixed Income ETFs I Would Never Own [View article]
So you don't care about risk management, or other risk factors, just as long as you get your money?
I'm talking about the comparison of the mutual funds the author listed to the ETFs. Someone can say "Well the Mutual funds outperformed the benchmark" yes that is true, but the benchmark the mutual funds use are misleading because if the mutual funds, only were able to own the same bond sectors as the benchmark, the mutual funds performance would be very different.
Also, I'm not talking about juggling ETFs, no where did I mention anything about yearly re-balancing or anything along those lines, you could create a simple diversified portfolio of Fixed income ETFs that you could hold forever, just like a mutual fund like PTTRX.
Also, I don't appreciate your two comments
"and really who doesnt in an investment forum <ha>"
-I do in practice as well, for my personal portfolio the fixed income section I hold 47% Corporate bonds, 31% broad treasury bond fund, and 22% emerging markets bonds. And comparing my fixed income portfolio to PTTRX, my portfolio has a total return since inception of 24.2% and PTTRX total return over the same period has a total return of 19% so according to the authors logic, since PTTRX doesn't perform as well investors should avoid it??
"I'll count my money and maybe float a loan for you." You don't know my financial situation so please keep your snide remarks to yourself, and please focus only on the content of the article.
Comparing Buybacks To Dividend Growth [View article]
My Analysis Of The CNBC.com ETF Portfolio [View article]
Time To Turn Out The Lights In Europe And Buy Gold [View article]
March Madness Trading Challenge [View instapost]
Is Gold Foreshadowing A Stock Market Implosion? [View article]
http://seekingalpha.co...
Is Gold Foreshadowing A Stock Market Implosion? [View article]
Quote from the article "The disclosure, GATA says, contradicts denials provided by the Fed to GATA in 2001 and suggests that the Fed is indeed very much involved in the surreptitious international central bank manipulation of the gold price particularly and the currency markets generally."
http://bit.ly/17AgjYd
Then this article about gold swaps from 2010, it says "one or more banks had lent 380 tonnes of gold to the Bank of International Settlements in return for foreign currencies, there was widespread surprise and confusion."
"Concerns hinged on whether the BIS could potentially sell on this vast cache of bullion in the event of a default, flooding the market with liquidity. It appears to have raised $14bn for whoever's been doing the swapping – small fry on the currency markets, but serious liquidity in the gold market."
http://bit.ly/115G500
Based on these examples from years past it feels like something is going to happen in the stocks market. Maybe a black swan.
My Analysis Of The CNBC.com ETF Portfolio [View article]
Is Gold Foreshadowing A Stock Market Implosion? [View article]
Whats odd is the dollar index, usually, gold is inversely correlated to the dollar, and looking at the chart for the Dollar index it hit a low at around 11 am which is the same time the GLD hit its morning low. After that the Dollar index hit a low it proceeded to rise steadily the rest of the trading day, and gold went sideways for awhile then fell off even more.
I think the move in gold is currency driven, in my recent article about reasons could should be increasing: central bank buying,expense for miners are rising and are cutting back mining, rising US debt limit all of which are strong fundamental reasons why gold should be increasing, but I think the strong dollar has been hurting gold.
What is really bad is the correlation, I use a 3 month correlation and SPY,and UUP are currently correlated over 80% and the last time that happened was 12/14/2007. So in a correction of stocks dollar usually rises, which would mean possible further pain for gold.