Top 5 Healthcare Companies Paying Excellent Dividends [View article]
Sorry, there was a misunderstanding. 6.6% is the annualized (5 year average) EPS growth. Thanks for pointing out the error. You are correct - it could be confusing.
The Empire Strikes Back Against the Silver Price Rebellion [View article]
Is not it interesting that you write this article titled "Silver Prices are About to Fall" in 2009? seekingalpha.com/artic... I wish that you proved what has changed other than economic recovery - since 2009 - causing the silver to go up by 300%? In the very same article you suggest that " I may be overly pessimistic, but, based on charts I've examined, the way I see things, silver prices could temporarily fall to $11 per troy, again, or even lower, before March 2010. " If I am not mistaken, the following graph shows that silver was trading around $18 per ounce (not troy) as of March 2010: silverprice.org/silver...
I believe that the current upward trend is purely speculative. Sooner or later Silver will collapse whether those long on Silver like it or not. This is why it is one of the commodities to avoid for now: seekingalpha.com/artic...
As a proof, count the # of thumbs down, this comment will receive. It will a solid indicator.
Top 5 Healthcare Companies Paying Excellent Dividends [View article]
Dear poortorich, I really enjoy your comments and challenging questions. We try looking at the most reliable data sources and cross-check them from a variety of resources. There might be still be some errors. It is a good idea to crosscheck all data before submitting an article.
McDonald's: The Correction Has Just Begun [View article]
The author is a humble researcher with interests in high dividend stocks. I have a special interest in McDonald's as I see the company everywhere I go. I did not send the email. The market is too big to be influenced by a single blogger.
These Companies Could Suffer Most From Impending Gold Bubble Collapse [View article]
I have been holding myself not to get into an argument, but I can't just pretend to ignore the comments. I know this message will put my ratings to an extremely negative level, but I am willing to further explain my thesis.
First of all, I like to thank all of you for reading and commenting on the article.
1) Next, let's start with the P/E ratios: Average P/E ratio of gold companies is 72, half of them making no profit. Even if we assume a permanently flat plateau (the term coined by famous Irving Fisher who claimed no bubble a few days before the stock market collapsed in 1929), it will take 72 years for these companies to pay for their market cap. The P/E ratio, before the great collapse was 100. Gold companies are very close to it.
2) Most of these companies' assets are in gold. In case of a collapse, it will not only shake their future profits, but it will diminish their asset base.
3) Barclays research is based on an annual well-respected survey conducted among several investment bankers who are in the business. If you do not believe it, it is okay. I do not believe in some parts of it either.
4) Gold investors last stronghold is growing demand from India and China. Sure, these countries are growing fast and there is a growing demand for ENERGY, NOT for some piece of metal with no use.
5) Have you ever asked a jeweller how is his business? Are they selling more golds these days? I have seen many jewellers (including a close friend of mine) getting out of business, because there is no physical demand for it.
6) The negative responses, (and even insults) show how tensed are the gold investors. If you cannot sleep over it, sell to the sleeping point.
7) I never go short in any market. I have done in the past for many things and made significant losses. My statistical analysis shows that going short in any market is extremely risky for a small fish like me.
8) Some investors could not understand the connection between future markets and spot markets. Many speculators used to speculate in highly leveraged gold futures by betting on higher prices. At the same time arbitragers shorted the futures while going long on physical gold. That is one primary reason why demand looks like higher.
9) Have you ever asked yourself what will be the market response once EU or US starts selling a portion of gold reserves to pay for the loans?
10) That is my first and only article on gold prices. It is also my first and last comment. I will wait for the collapse to write about the second article. Thank you for following.
The Best and Worst Energy Companies [View article]
Exxon (XOM) is a market cap equal to the value of many stock markets. Its' volatility is lower than (.DJI) but return is higher. Energy stocks are the best hedge against rising gasoline costs.
Warren Buffett's Top 8 Holdings Offering Yields of Over 3% [View article]
Berkshire is one of the largest mutual funds in the world. The fund's manager, Warren Buffet has one of the best investment records in the world. You can think of Berkshire as you want, but I consider as an investment fund. Learn the facts, and see how Berkshire was initially formed as a partnership. en.wikipedia.org/wiki/...
Thanks for the suggestions, but I will not stop writing because some Contheon asked for it. Maybe, I will give a break for sometime, but surely you will not be the reason for it.
Top 5 Tobacco Producers Paying Substantial Dividends [View article]
Although I am a smoker myself, I do not like tobacco companies. However, there is no way they can be illegal given the gigantic taxes paid by smokers. I was in Ukraine last week where a pack of Marlboro costs $1 only. Given the price of $7-$8 in NYC, you can imagine states' dependency on cigarettes. I can and I will quit smoking, but they can not.
Seeking Alpha as a Predictor of Stock Movements and Earnings Surprises [View article]
I would be pleased to see the detailed methodology in this research. 8% a month turns out to become a gigantic return of x100 over 5 year period. Thus, $1000 invested in stock market turns out to be above $1 million in 5 year period. Are you sure your timing is right? In stock markets even seconds make a huge difference. Some articles are published several hours after the bad/good events are released. While I agree that social networking can have positive/negative effects on investors, the 8% a month return sounds like a pretty bold claim that is too good to be true. I am looking forward to see a full length scientific article on the subject.
Given the bull sentiment since last market crash, even if you closed your eyes, and choose some stocks to trade for, you would be making pretty good money. The same type of trade was performed during techno-mania period. How long can this last?
Roisterer, as you might have noticed, I am not just short on gold. I also initiated short positions in USD, as well as EUR against Turkish Lira. Thus, I effectively hedge myself. Right now, there is a strong capital inflow to emerging markets. I will keep you updated with my positions. As of today the European markets is closed. Here is my leveraged returns:
USD : 10%. Euro: 2%. Gold: 0.6%.
The numbers you see will be different since you will be looking at ounce prices in USD whereas I am looking at gram prices in TL.
That is absolutely correct, but the data on small companies are kind of limited. I also invest in many small stocks, but I do very deep research before buying any stock in my buy-list.
10 by 10: The Interaction of Dividend Yield and Growth [View article]
Top 5 Healthcare Companies Paying Excellent Dividends [View article]
The Empire Strikes Back Against the Silver Price Rebellion [View article]
seekingalpha.com/artic...
I wish that you proved what has changed other than economic recovery - since 2009 - causing the silver to go up by 300%?
In the very same article you suggest that
" I may be overly pessimistic, but, based on charts I've examined, the way I see things, silver prices could temporarily fall to $11 per troy, again, or even lower, before March 2010. "
If I am not mistaken, the following graph shows that silver was trading around $18 per ounce (not troy) as of March 2010:
silverprice.org/silver...
I believe that the current upward trend is purely speculative. Sooner or later Silver will collapse whether those long on Silver like it or not. This is why it is one of the commodities to avoid for now:
seekingalpha.com/artic...
As a proof, count the # of thumbs down, this comment will receive. It will a solid indicator.
Top 5 Healthcare Companies Paying Excellent Dividends [View article]
McDonald's: The Correction Has Just Begun [View article]
Top 8 Gas Utilities Paying Excellent Dividends [View article]
These Companies Could Suffer Most From Impending Gold Bubble Collapse [View article]
First of all, I like to thank all of you for reading and commenting on the article.
1) Next, let's start with the P/E ratios: Average P/E ratio of gold companies is 72, half of them making no profit. Even if we assume a permanently flat plateau (the term coined by famous Irving Fisher who claimed no bubble a few days before the stock market collapsed in 1929), it will take 72 years for these companies to pay for their market cap. The P/E ratio, before the great collapse was 100. Gold companies are very close to it.
2) Most of these companies' assets are in gold. In case of a collapse, it will not only shake their future profits, but it will diminish their asset base.
3) Barclays research is based on an annual well-respected survey conducted among several investment bankers who are in the business. If you do not believe it, it is okay. I do not believe in some parts of it either.
4) Gold investors last stronghold is growing demand from India and China. Sure, these countries are growing fast and there is a growing demand for ENERGY, NOT for some piece of metal with no use.
5) Have you ever asked a jeweller how is his business? Are they selling more golds these days? I have seen many jewellers (including a close friend of mine) getting out of business, because there is no physical demand for it.
6) The negative responses, (and even insults) show how tensed are the gold investors. If you cannot sleep over it, sell to the sleeping point.
7) I never go short in any market. I have done in the past for many things and made significant losses. My statistical analysis shows that going short in any market is extremely risky for a small fish like me.
8) Some investors could not understand the connection between future markets and spot markets. Many speculators used to speculate in highly leveraged gold futures by betting on higher prices. At the same time arbitragers shorted the futures while going long on physical gold. That is one primary reason why demand looks like higher.
9) Have you ever asked yourself what will be the market response once EU or US starts selling a portion of gold reserves to pay for the loans?
10) That is my first and only article on gold prices. It is also my first and last comment. I will wait for the collapse to write about the second article. Thank you for following.
The Best and Worst Energy Companies [View article]
Warren Buffett's Top 8 Holdings Offering Yields of Over 3% [View article]
en.wikipedia.org/wiki/...
Thanks for the suggestions, but I will not stop writing because some Contheon asked for it. Maybe, I will give a break for sometime, but surely you will not be the reason for it.
Dividend Stock Picks for the Next 5 Years [View article]
Top 5 Tobacco Producers Paying Substantial Dividends [View article]
Seeking Alpha as a Predictor of Stock Movements and Earnings Surprises [View article]
10 Reasons to Short Gold Futures [View article]
10 Reasons to Short Gold Futures [View article]
USD : 10%.
Euro: 2%.
Gold: 0.6%.
The numbers you see will be different since you will be looking at ounce prices in USD whereas I am looking at gram prices in TL.
9 Technology Companies Paying Substantial Dividends [View article]