Sell Home Depot: It Is A Bad Dow Stock [View article]
Sales can grow without needing an increase in square footage due to the strong same store sales growth we've seen lately, and I don't think we'll be seeing that slow anytime soon because of the pentup demand for home improvement projects because people have been hesitant to do renovations when their homes were underwater.
He must have partied too hard after the defamation lawsuits against him were dropped yesterday, but now he has total immunity to make baseless accusations against the company so I'm sure he'll be back.
Silvercorp Management Misled Investors With A False Cash Flow Forecast And Delayed Negative News [View article]
AL, congrats on having the defamation lawsuit against you withdrawn, now you can go back to freely spouting your insinuations about how SVM management are crooks because they couldn't predict the future!
Apple: Last Year I Said Sell -- Buy Now? [View article]
Shh...don't tell anyone or the market would actually become efficient instead of just being perceived as such by the ivory tower academics, who like Buffett said we should be bestowing research grants upon to perpetuate that myth and keep the only proven method of intelligent investing a relative secret.
An Alternative To Cliffs Natural Resources Common Stock [View article]
It seems like the premium you'd have to pay for the convertible would neutralize any benefit of the higher dividend and limit your upside a lot and your downside only slightly. For example, just look at the return you'd get depending on where CLF trades in 2016:
0: CLF paid out 1.8 in dividends (loss of 92%), CLV paid out 5.25 in dividends (loss of 74%)
10: CLF worth 10+1.80 = 11.80 (loss of 46%), CLV worth .862*10= 8.62+5.25 = 13.87 (loss of 32%)
So basically it seems like you should only buy the convertible instead of the common if you think the stock will decline, in which case it's a Catch-22 of why you'd buy it at all then.
Intel Offers Investors A Minimum Gross Return Of 12.5% Over The Next 5 Years [View article]
I'm pretty sure they're not funneling all $10B of their R&D spending into chips for PCs and servers, so it's unlikely that they'll never grab any market share in the mobile or tablet markets even though the stock is currently priced that way.
Apple: Last Year I Said Sell -- Buy Now? [View article]
Anytime you feel compelled to listen to the noise of every little move and sell, take solace in the fact that AAPL adds 10-20 cents to its cash pile EVERY DAY, more than AMZN, CRM, LNKD, and FB combined earned in the LAST YEAR.
I can't believe management is so resistant to buying back shares. It makes no sense to continue buying more of the same names like Twitter at full value when you could buy them all at a huge discount just by buying back shares of the fund itself.
I understand it could lower their assets under managment and thus their fees, but at some point you have to do your fiduciary duty for the benefit of shareholders.
Apple: Last Year I Said Sell -- Buy Now? [View article]
Soon after you sell it.
If you're worried about it immediately needing to get to a certain level for you to make money you probably shouldn't be invested in the stock. Just relax and hold on and let the earnings and dividends flow in and the stock price will take care of itself.
As much as I admire David Einhorn, he's lost his way if he needs AAPL to do financial machinations just to juice his performance numbers, just find great companies (like Apple) at resonable prices (like AAPL), let management do its job, and the stock price will reflect the value of the business in the long run.
Apple: Last Year I Said Sell -- Buy Now? [View article]
Wait, a low P/E is now a bad thing? I must not be familiar with the new wave of financial metrics that are driving AMZN, CRM, and LNKD ever higher, so I better sell AAPL and jump on board those in case this time is finally the "this time" where "this time it's different."
Intel Offers Investors A Minimum Gross Return Of 12.5% Over The Next 5 Years [View article]
I agree that INTC is pretty much a no brainer at this price, the legacy business and dividend is more than enough to support the current stock price, and you get all the potential upside that could come from their $10B in annual R&D spending for free.
Something Is Seriously Wrong With Salesforce [View article]
I sarcastically referred to it as a Ponzi scheme because of their horrible business model that requires them to pay more and more to employees in stock to generate smaller increases in revenue, but maybe it really is a true Ponzi scheme.
This would explain why they have to continually issue more debt/shares when they supposedly don't need it, or else they are just becoming more and more desperate for another acquisition to add revenue because that seems to be the only thing supporting their stock price.
Salesforce.com A Bargain Compared To ARM Holdings [View article]
Obviously it makes no sense to compare these two companies to each other to see which is "more overvalued" since neither of them trade based on any traditional valuation metrics.
REIT Dividends Are Like Snowballs: All You Need Is Wet Snow And A Long Hill [View article]
Just like politics, there are extremists on either side but the happy medium is probably somewhere in the middle. Without earnings growth, there is no dividend growth, and without dividends there is no mechanism to return earnings to shareholders, who after all they do rightfully belong to.
Sell Home Depot: It Is A Bad Dow Stock [View article]
Intel Offers Investors A Minimum Gross Return Of 12.5% Over The Next 5 Years [View article]
Playing The Silver Rebound [View article]
Silvercorp Management Misled Investors With A False Cash Flow Forecast And Delayed Negative News [View article]
Apple: Last Year I Said Sell -- Buy Now? [View article]
An Alternative To Cliffs Natural Resources Common Stock [View article]
0: CLF paid out 1.8 in dividends (loss of 92%), CLV paid out 5.25 in dividends (loss of 74%)
10: CLF worth 10+1.80 = 11.80 (loss of 46%), CLV worth .862*10= 8.62+5.25 = 13.87 (loss of 32%)
20: CLF worth 20+1.80=21.80 (~0% return), CLV worth .862*20= 17.24+5.25=22.49 (10% gain)
30: CLF worth 30+1.80=31.80 (47% gain), CLV worth .833*30= 25+5.25=30.25 (48% gain)
40: CLF worth 40+1.80=41.80 (93% gain), CLV worth .7037*40= 28.15+5.25=33.40 (63% gain)
50: CLF worth 50+1.80=51.80 (139% gain), CLV worth .7037*50= 17.24+5.25=40.44 (97% gain)
So basically it seems like you should only buy the convertible instead of the common if you think the stock will decline, in which case it's a Catch-22 of why you'd buy it at all then.
Intel Offers Investors A Minimum Gross Return Of 12.5% Over The Next 5 Years [View article]
Apple: Last Year I Said Sell -- Buy Now? [View article]
GSV Capital's CEO Discusses Q4 2012 Results - Earnings Call Transcript [View article]
I understand it could lower their assets under managment and thus their fees, but at some point you have to do your fiduciary duty for the benefit of shareholders.
Apple: Last Year I Said Sell -- Buy Now? [View article]
If you're worried about it immediately needing to get to a certain level for you to make money you probably shouldn't be invested in the stock. Just relax and hold on and let the earnings and dividends flow in and the stock price will take care of itself.
As much as I admire David Einhorn, he's lost his way if he needs AAPL to do financial machinations just to juice his performance numbers, just find great companies (like Apple) at resonable prices (like AAPL), let management do its job, and the stock price will reflect the value of the business in the long run.
Apple: Last Year I Said Sell -- Buy Now? [View article]
Intel Offers Investors A Minimum Gross Return Of 12.5% Over The Next 5 Years [View article]
Something Is Seriously Wrong With Salesforce [View article]
This would explain why they have to continually issue more debt/shares when they supposedly don't need it, or else they are just becoming more and more desperate for another acquisition to add revenue because that seems to be the only thing supporting their stock price.
Salesforce.com A Bargain Compared To ARM Holdings [View article]
REIT Dividends Are Like Snowballs: All You Need Is Wet Snow And A Long Hill [View article]