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Cranky

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  • Dragging The U.S. Into The European Recession [View article]
    the pending tax increases and forced spending cuts will actually get you within striking distance. I agree, it would be very easy for the US to balance its books. we did it in Canada, and we certainly don't have your economic firepower. you collect almost nothing from corporations. government waste and overspending is ripe for the taking (eliminating).

    we have and have had some political will and courage. once by the Liberals and now by the Conservatives.
    Jun 11 11:59 AM | 1 Like Like |Link to Comment
  • Market Update: 'Risk Off' Indicators Retreating; S&P 500 Holding The Line [View article]
    Europe is about to go kaboom! To buy now before markets get cheaps seems very, very premature.

    Spain and Greece and Italy and others (Europe) are toast.

    There will likely be an amazing time to buy equities, if you have the stomach for buying when it looks like the end. I will keep the Pepto handy.
    Jun 10 06:30 AM | 2 Likes Like |Link to Comment
  • Dragging The U.S. Into The European Recession [View article]
    As per flow we cannot forget that Europe is the world's largest economy. And the banking crisis (to likely appear) will have more effect than simple recession or depression.

    There will have to be money printing on a scale never seen before. And of course, being politicians, they will print.
    Jun 10 06:24 AM | 3 Likes Like |Link to Comment
  • Johnson & Johnson: A Dividend Growth Investor's Dream [View article]
    we don't know. it could be a lousy investment for the next ten years as well. it could be worse than the last ten years, in negative returns. or it could be great.

    just pointing out the fact; it has not been good for the last five and ten compared to other options.
    Jun 7 07:15 AM | 1 Like Like |Link to Comment
  • Johnson & Johnson: A Dividend Growth Investor's Dream [View article]
    Over 10 years, jnj, has maybe covered inflation. But not the true cost of inflation. It's down or flat. Dividend only. A pretty lousy investment over five and ten years.

    djia did better over 10 years.
    Jun 6 03:20 PM | Likes Like |Link to Comment
  • Update: U.S. Vs. Eurozone [View article]
    No problems in US? What if Europe has an all out financial crisis? that is likley better than a 50/50 proposition at this point.

    The only short-term fix is a bailout from Germany, and the voters won't allow that.
    Jun 6 06:46 AM | 1 Like Like |Link to Comment
  • Deteriorating Markets Look For Next Bailout [View article]
    And yet the futures point to a higher open again. The government must be buying. Who would be a buyer when the world's largest economy and trading block is likely about to go kaboom?
    Jun 6 06:32 AM | 2 Likes Like |Link to Comment
  • Buy-And-Hold Investors Only Have To Do Half The Work [View article]
    Well even those fine companies show that stock selection won't help you in a bear market. That portfolio is down over five years. And down quite a bit in real dollar terms over five years.

    Five years is a long horizon for most retail investors. Returns over ten years are likley a point or two above inflation. The income stream a loss against 'true' inflation.

    Proof once again that you need a diversified portfolio of equities and bonds. And you need to diversity outside of your home country. Canada shows over 150% greater return against US equities over ten years.

    If we do enter a prolonged depression (or another 10 years of bear market) with Europe going kaboom, you don't want heavy concentrations in equities. Your equity portfolio can continue to have negative real returns for decades.
    Jun 6 06:26 AM | 1 Like Like |Link to Comment
  • Dividend Stock Portfolio Management During Turbulent Markets [View article]
    This is certainly a time you want to be in all asset classes. Those who are in heavy equity allotments could get crushed to the point of tears, and bailing on their dividend income or growth strategy. That is if history repeats itself. As we know, retail investors are very good at doing the wrong thing. Investor psychology and risk tolerance rules the day in turbulent times.
    Jun 2 08:30 AM | 4 Likes Like |Link to Comment
  • 3 Strong Signs That The Next Leg Down In The Market Will Likely Create A Long-Term Bottom [View article]
    Independent, with all due respect, if you are going to write articles you should take a few refresher courses in grammar, and then spell check everything. In fact, look up most every word that you write. Investors will not take you seriously if you do not know how to write at a basic level.

    Or get some help from a friend if English is not your first language.
    Jun 2 06:43 AM | 1 Like Like |Link to Comment
  • The 'Sell In May' Strategy Worked For More Than Just Stocks [View article]
    Yes, a nice mix of Treasuries, total bond market and dow30 has very decent returns over 2-yr, 5-yr and 10-year.

    A cash allotment is always a good idea of course to take advantage of opportunities.
    Jun 1 07:59 AM | Likes Like |Link to Comment
  • The 'Sell In May' Strategy Worked For More Than Just Stocks [View article]
    Agree, anyone who would make investment decisions based on one month returns should not be in any market. Short term panic and fear (and hence selling) is the number one mistake of investors.
    Jun 1 07:56 AM | Likes Like |Link to Comment
  • 3 Strong Signs That The Next Leg Down In The Market Will Likely Create A Long-Term Bottom [View article]
    As per some recent articles on SA, equities can have negative real returns over periods lasting 20-25 years - your entire investment horizon. That's mostly the case with two major equity bull markets over the last 70 years. If you missed those, you missed out.
    Jun 1 07:46 AM | Likes Like |Link to Comment
  • 3 Strong Signs That The Next Leg Down In The Market Will Likely Create A Long-Term Bottom [View article]
    Ha, really. Independent you need to look at some charts. The bond bull market has been for how long? A bond investor will diversify of course, long and short, corp and gov. Here are some returns for tlt ...

    1 Year Return: 33.72%

    3 Year Return: 49.99%

    5 Year Return: 73.48%
    Jun 1 07:36 AM | Likes Like |Link to Comment
  • The Greeks, The Americans And The Economic Cliff [View article]
    Again, pending tax increases and spending cuts will get US within striking distance of a balanced budget.

    It's an easy fix. We did it in Canada, twice, and we're no US when it comes to economic muscle, innovation, and productivity.
    May 31 03:28 PM | Likes Like |Link to Comment
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