I just give you the numbers.....you are obviously free to consider stocks with forward PE's of less than 8 exorbitantly priced if you want to....it is your money...
I thought I replied to this earlier today but apparently my reply disappeared. Thank you so much for taking time to shed more light on this controversial subject. You remind methat there are usually two sides to most stories.
For those of us who are not medically trained, Mr. Brill's article was quite startling. I guess it would be better if the medical staff were receiving those outlandish salaries and bonuses that the "non-profit" administrator's were shown to be receiving (assume those were true). Thanks again.
I'm the eternal optmist. But I try to be as objective as possible and I read as many "independent" (if such exist)" opinions as you can fit into a typical week. I'm hoping for some sign of compromise and think it just migt happen. Of course you should follow your own thinking on this any other matter.
Selecting Stocks From The Bottom Of The Cliff [View article]
Nothing magical. As a diversion from slow markets during the holiday season we build a one year hold of 13 equities into a portfolio that we call the Baker's Dozen. We make sure it is diversified and reasonably in tune with the year ahead as we it.
It has done quite well over the past 5 years since we began so look forward to the exercise. This past year the portfolio was up about 45% with dividends included. It has been covered the past few years by the Wall Street Journal. Bloombergs Pimm Fox and others.
http://bit.ly/UZT46z provides an interesting running performance of 20 or so top firms to compare their various look ahead portfolios issued this time of year. Sort of a competition for us.
The rest of the year, we are busy building indices that will underly ETF's, UIT's and other structured products that we publish for our clients.
We should add that we found it quite unusual that no other Investment Banker selected even one of our selections in 2012 even though all were very large companies. I think only two were down for for the year and the worst was a little over 2% down. I don't have the final list in front of me with the scores so not positive of that.
Barron's did select Seagate as you can see above. Good that 4 of the firms did better than the major indices!
Thanks to Dark-Liquidity for your effort in publishing the results all year.
Thanks for nice comments on Sabrient Systems. The good news is that Sabrient was approached by a major fund sponsor to form a Unit Investment Trust from this years Baker's Dozen. It should be released very soon. At that time the list will be public information. Unfortunately KKR cannot appear in a Unit Investment Trust due to being a partnership. A UIT requires corporations. However KKR was rated quite high.
Historical Tax Rates Provide Clarity [View article]
Thank you for these excellent points. Great, we at least have a dialog going on how we got ourselves into the mess. How about some proposed steps in a better direction?
Bad News In China Begins An Interesting Week For Investors [View article]
Correction: Insiders bought around $30-32/share
What Will First Quarter Earnings Bring? [View article]
david
Recapitalization Scenarios [View article]
Market Trying To Go Higher [View article]
The Market Wants Clarity Now [View article]
For those of us who are not medically trained, Mr. Brill's article was quite startling. I guess it would be better if the medical staff were receiving those outlandish salaries and bonuses that the "non-profit" administrator's were shown to be receiving (assume those were true). Thanks again.
Equities Are The Best Game In Town [View article]
New Twist On Flight To Safety [View article]
Thanks
New Twist On Flight To Safety [View article]
Thanks
I'm the eternal optmist. But I try to be as objective as possible and I read as many "independent" (if such exist)" opinions as you can fit into a typical week. I'm hoping for some sign of compromise and think it just migt happen. Of course you should follow your own thinking on this any other matter.
Market Valuation Just Above Average [View article]
Thanks
Selecting Stocks From The Bottom Of The Cliff [View article]
It has done quite well over the past 5 years since we began so look forward to the exercise. This past year the portfolio was up about 45% with dividends included. It has been covered the past few years by the Wall Street Journal. Bloombergs Pimm Fox and others.
http://bit.ly/UZT46z provides an interesting running performance of 20 or so top firms to compare their various look ahead portfolios issued this time of year. Sort of a competition for us.
The rest of the year, we are busy building indices that will underly ETF's, UIT's and other structured products that we publish for our clients.
Thanks for your question.
Performance Review: 2012 'Smart Money' Portfolios [View article]
Barron's did select Seagate as you can see above. Good that 4 of the firms did better than the major indices!
Thanks to Dark-Liquidity for your effort in publishing the results all year.
Performance Review: 2012 'Smart Money' Portfolios [View article]
We Need More Days Like Today [View article]
We Need More Days Like Today [View article]
david
Historical Tax Rates Provide Clarity [View article]