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Unfortunately The Casino Does Not Always Win [View article]
How To Play The Salesforce.com Earnings Announcement [View article]
Benioff is playing analysts and investors with slight of hand accounting tricks: pay no attention to the (lack of) earnings behind the curtain, focus on deferred revenue growth, $4B run rate, or just the general awesomeness of CRM and their incredible, amazing leader.
It Is Not Different This Time - It Is Worse [View article]
The Case For A 100% Dividend Stock Portfolio [View article]
Of course, dividend hounds often have a point that excess money lying around a company often finds its way into executives' pockets rather than being profitably reinvested in the business, so I think we'll have to agree (that you should buy high quality companies) to disagree (that dividends are always the HBU of excess cash).
The Case For A 100% Dividend Stock Portfolio [View article]
Yes, your number of shares are compounding but your overall investment is compounding at a slower rate than if you held a static number of shares in a company that was compounding earnings and/or book value. Before you say I slept through math class, at least try to do the math yourself.
The Case For A 100% Dividend Stock Portfolio [View article]
Then you could use shareholder's equity as the PV and the future book value would compound at the rate of the ROE. Since stock price is generally linked to book value via the P/B ratio, the price of the stock would indeed be compounding according to the underlying increase in book value.
The Case For A 100% Dividend Stock Portfolio [View article]
Dividend Stocks, Silver, And Safety [View article]
Apparently you've written off non-productive assets as a investment class and have backed it up with sound reasoning, so I can appreciate that but I just don't happen to share your conclusion. That doesn't seem like a good enough reason to gang up on me and dismiss the rest of my comments that you might actually learn something from.
IPOs: Value Creation Or Value Realization For GSV Capital? [View article]
Dividend Stocks, Silver, And Safety [View article]
Dividend Stocks, Silver, And Safety [View article]
Specifically, you can look at how much demand there is versus how much money there is to buy it, and silver bullion supplies are at their lowest levels in years and silver production has also decreased, while demand (not to mention the money supply) has continued to increase. So while I'll admit that I can't tell you an exact intrinsic value for silver, it is almost certainly higher than it is selling for right now.
Low Silver Prices Will Dull Silver Wheaton's Earnings [View article]
Panera - A Terribly Positioned Company [View article]
If you want to argue that the stock is overpriced, maybe, but there's no way it's "terribly positioned", rather it seems to be right in the sweet spot of fast casual options and thus is a very dangerous short.
Thompson Creek: Undervalued As Mount Milligan Approaches Completion [View article]
Low Silver Prices Will Dull Silver Wheaton's Earnings [View article]