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Jarrod W. Jacinth

 
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  • How Forbes' Richest People List Can Build Wealth For The Average Person [View article]
    The best thing about this too is that with proper financial planning. Such as placing the wealth into a trust, will help ensure the wealth will be passed down from generation to generation.
    Mar 21 09:40 PM | 1 Like Like |Link to Comment
  • How Forbes' Richest People List Can Build Wealth For The Average Person [View article]
    This is the power of compounded interest that is unfortunetly lost on many average investors. I will use KO as an example to try and clarify. KO has an average dividend increase of 8% a year. Currently the dividend is at $1.12. Increase that by 8% now we have a dividend of $1.21 then $1.31, 1.42, 1.53 and so on.

    At an 8% annual dividend increase the dividend essentially doubles every 9 years; using the Rule of 72.

    Go to http://www.buyupside.com and run your own numbers with their dividend calculators. You will be amazed at how reinvesting dividends coupled with annual dividend increases adds up.
    Mar 21 09:03 PM | 1 Like Like |Link to Comment
  • Apple Does Not Have $137 Billion In Cash [View article]
    Braeburn Capital
    Mar 6 05:49 PM | Likes Like |Link to Comment
  • Apple Does Not Have $137 Billion In Cash [View article]
    In no way do I make an arguement to sell Apple. Where did you read that?
    Mar 5 12:49 AM | 1 Like Like |Link to Comment
  • Apple Does Not Have $137 Billion In Cash [View article]
    Actually most of the comments are personal attacks, such as yours, because the commentor read the article wrong. Seeking Alpha is about discussing different points of view, no matter how contrarian or how far they deviate from the norm.
    Mar 5 12:47 AM | 2 Likes Like |Link to Comment
  • Apple Does Not Have $137 Billion In Cash [View article]
    Just as irresponsible for Apple to sell these assets to raise cash then distribute to the shareholders.

    Apple needs their asset pile to ensure the longevity of a compnay whose business is to destroy what they previously created only to recreate it better.
    Mar 5 12:34 AM | Likes Like |Link to Comment
  • Apple Does Not Have $137 Billion In Cash [View article]
    My comparison to a 401(k) and an IRA is that Apple should not want to touch these assets unless absolutely necessary.
    This is a contrarian piece questioning the idea that Apple should use its huge asset position and distribute it to shareholders to its own detriment.
    The grandkids know grandma and grandpa are sitting on a huge retirement account. Should the grandparents start giving away that money to the grandkids or should they keep it to make sure they have enough to survive?
    Mar 5 12:22 AM | 1 Like Like |Link to Comment
  • Apple Does Not Have $137 Billion In Cash [View article]
    Not at all.
    Mar 5 12:10 AM | 2 Likes Like |Link to Comment
  • Apple Does Not Have $137 Billion In Cash [View article]
    Yes Apple could liquidate it's investments. But why would it? The article is not about whether Apple can liquidate it's assets. It's about clarity to the retail investor.

    Many articles about Apple state how Apple has a $137 Billion Dollar cash hoard. This is part of the reason so many people are essentially stuck owning this stock and watched it plummet from 700 to 420. Waiting for the day it goes back up, and it will, so they can break even.
    Mar 5 12:01 AM | Likes Like |Link to Comment
  • Why This Financial Stock Is On My Watch List [View article]
    I admit I am one of those people that want to see what Mr. Buffett or his two managers have purchased; perhaps they found something that I missed. However, WFC is a staple in many hedge funds. This may in part explain the stagnation in the recent months, no one else to buy in.

    Once we have found a stock the last thing we want to do is overpay for the stock. Apple at 700 anyone? So as a simple screening process I run the Graham Number and the PEG ratio and come up with some price points.

    In May we always see the market correct and prices drop down to around the 200 SMA. At this point it would be a great time to back the truck up and load up on WFC simply knowing that we just bought into a great company at a fantastic price with Mr. Buffet's, among many others, seal of approval.
    Mar 2 10:40 AM | Likes Like |Link to Comment
  • Why This Financial Stock Is On My Watch List [View article]
    Henry,

    Thank You for the kind words.

    The PEG is the Price - Earnings - Growth ratio or,

    Price / Earnings / Growth = PEG Ratio.

    $35.08 / $3.36 / 10.10% = 1.03; This means that the price of $35.08 is 103% of it's "Fair market Price" based on growth.

    Take 35.08 divide by 103 we get .3405. Multiply that by 100 and we get $34.05.

    However, it is still up for dicussion that a fair price based on the PEG may extend up to 1.20. As a baseline I use 1.00 and let the individual decide how much above or below they will allow themselves.
    Mar 2 10:08 AM | Likes Like |Link to Comment
  • A Question Asked About Labeling Stocks Undervalued [View article]
    This is where I would disagree. GOOG is not a value stock it is a growth stock. We see this last year when earnings came out on Oct 18th and were grossly under expectations. The stock plummeted and had to be frozen.

    This is why I draw the line. Do not be supprised if and when GOOG or any other growth stock sells off because they do not meet of beat expectaions. This was the issue with AAPL. The 60% yoy growth is gone.
    Feb 23 07:04 PM | Likes Like |Link to Comment
  • A Question Asked About Labeling Stocks Undervalued [View article]
    The article is two fold:

    1) This is how I define a Value Stock vs. Growth Stock. Two simple metrics any one can use.

    2) If someone claims a stock is "Insert Label Here" I want to see how the author comes to the conclusion. I Do not want to see "AAPL is undervalued they have 137 billion in cash". That simply doesn't cut it for me. As Einhorn is arguing, 137 Billion in cash is of no value if it is not being put to work.
    Feb 23 06:59 PM | Likes Like |Link to Comment
  • A Question Asked About Labeling Stocks Undervalued [View article]
    Yes, as Telsaar posted below, P/E no greater than 15. Book Value no great than 1.5. The multiplyer becomes 22.5.

    In the third line of the second paragraph "Graham Number" is linked to an excellent article by Serenity, explaining how to properly use the Graham Number. The explaination of the multipler is also in the link.
    Feb 23 06:52 PM | Likes Like |Link to Comment
  • A Question Asked About Labeling Stocks Undervalued [View article]
    Simply put, if some is promoting a stock or telling you to sell a stock they should make sure they spell out how they came to the conclusion; and do so in a way a 10 year old can understand.
    Feb 23 06:45 PM | Likes Like |Link to Comment
COMMENTS STATS
63 Comments
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