Comments on Jim Trippon's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/jim-trippon/articles http://seekingalpha.com/article/179712-china-s-economy-takes-center-stage?source=feed#comment-820045 820045 Thu, 24 Dec 2009 05:23:24 -0500 yes,but u can take advantage of a bubble if u can absorb the hot money flowing into china adequately and stop it flowing out quickly.
china has the glamour to attract foreign capitals and need the charm to retain them .
only then ,the bubble may not seem like a bubble and simultaneously,china will become the new financial center.]]> http://seekingalpha.com/article/179712-china-s-economy-takes-center-stage?source=feed#comment-820046 820046 Thu, 24 Dec 2009 05:23:24 -0500 yes,but u can take advantage of a bubble if u can absorb the hot money flowing into china adequately and stop it flowing out quickly.
china has the glamour to attract foreign capitals and need the charm to retain them .
only then ,the bubble may not seem like a bubble and simultaneously,china will become the new financial center.]]> http://seekingalpha.com/article/179712-china-s-economy-takes-center-stage?source=feed#comment-820042 820042 Thu, 24 Dec 2009 05:06:50 -0500 The perrformance looks impressive, but the data is very arbitary, and some argue that the stimulus, around twice that of the US, is simply inflating a bubble and is being put into building office blocks which will stand empty and so on.
A very significant correction should not be excluded.]]> http://seekingalpha.com/article/179207-at-t-answers-verizon-s-dividend-hike?source=feed#comment-817981 817981 Tue, 22 Dec 2009 20:48:57 -0500
We are in the infancy of communicating to hand held devices. Ultimately, the transmission will be as fast, simple, and clear as a TV, and companies which can provide that access are "sure things" (like utilities that provide power). The other sure thing is medical devices, because a huge number of people are becoming aged, and they can afford the new joints and such.

Improve the delivery of the internet to portable devices, and throw in some new knees for boomers. Why get more complicated with your portfolio?]]> http://seekingalpha.com/article/179207-at-t-answers-verizon-s-dividend-hike?source=feed#comment-817616 817616 Tue, 22 Dec 2009 15:51:29 -0500 http://seekingalpha.com/article/179207-at-t-answers-verizon-s-dividend-hike?source=feed#comment-817219 817219 Tue, 22 Dec 2009 12:00:54 -0500
Sorry, but that's a bit of a red flag sentence. If revenue and profit streams are only "fairly predictable" than it's NOT low risk. A low risk investment is one with VERY predictable revenue and profit streams.

And the fact that both telcos are currently sitting on around $70 billion in debt each might help explain why the market is demanding higher yields for the risk.

What do you feel the prospects are for future inflation and higher interest rates in the next year or two? Do you consider continued low rates "fairly predictable?"

]]> http://seekingalpha.com/article/179207-at-t-answers-verizon-s-dividend-hike?source=feed#comment-817009 817009 I respectfully disagree that AT&T or VZ are like utilities. If > you live in NYC you are stuck with Con Edison as a utility. But no > matter where you live in the US you could easily switch from VZ to > AT&T to Sprint to whoever else. ( sure it might take you a year > until your contract is up but still, you could switch easily).
> > Furthermore many cell phone users are chasing the next hot cell phone, > such as the Iphone, which is something that few electric/gas utilty > customers do.]]> Tue, 22 Dec 2009 09:57:43 -0500
I would be interested in views as to the long term survivability of either holding. Ultimately land lines will disappear and both companies will be left with wireless and potentially "hard line" cable TV. Does Verizon's fiber network slam dunk whatever AT&T offers?


On Dec 21 03:05 PM Dividend Growth Investor wrote:

> I respectfully disagree that AT&T or VZ are like utilities. If
> you live in NYC you are stuck with Con Edison as a utility. But no
> matter where you live in the US you could easily switch from VZ to
> AT&T to Sprint to whoever else. ( sure it might take you a year
> until your contract is up but still, you could switch easily).

>
> Furthermore many cell phone users are chasing the next hot cell phone,
> such as the Iphone, which is something that few electric/gas utilty
> customers do.]]> http://seekingalpha.com/article/179276-china-another-under-promise-over-deliver-moment-for-the-chinese-economy?source=feed#comment-816759 816759 Tue, 22 Dec 2009 06:30:15 -0500 Much more has gone to shovel ready projects and to needed infrastructure investment.
However severe concerns remain in many respects.
A lot of the money seems to have leaked into real estate and is used for projects of dubious worth by State-connected enterprises, so what the real return on capital is is doubtful.
On the whole though, based just on the current position, I would give the Chinese response a pass mark.
The US response is a definite 'F' Grade, with money pumped to the connected and no real reform.]]> http://seekingalpha.com/article/179207-at-t-answers-verizon-s-dividend-hike?source=feed#comment-816638 816638 Tue, 22 Dec 2009 02:49:38 -0500
If any sizable number of VZ/T subscribers moved to a different network, the network would be inadequate to support their traffic. Networks are too expensive to build and too heavily regulated for the nation to have significant spare capacity. It was different in the years immediately after deregulation, before VZ/T consolidation, when there were more legitimate competitors, some irrational competition building unprofitable capacity, and a lack of clarity about what sort of concentration of power the government would tolerate. At this point it's pretty clear that the U.S. has two entrenched phone companies that compete adequately to satisfy most consumers/regulators and a few smaller players that aren't significant to the big picture but may be decent investments from time to time. ]]> http://seekingalpha.com/article/179276-china-another-under-promise-over-deliver-moment-for-the-chinese-economy?source=feed#comment-816527 816527 Mon, 21 Dec 2009 22:32:36 -0500 http://seekingalpha.com/article/179276-china-another-under-promise-over-deliver-moment-for-the-chinese-economy?source=feed#comment-816440 816440 Mon, 21 Dec 2009 20:09:42 -0500
Its all fraud lets be honest]]> http://seekingalpha.com/article/179207-at-t-answers-verizon-s-dividend-hike?source=feed#comment-816118 816118 Mon, 21 Dec 2009 15:05:38 -0500
Furthermore many cell phone users are chasing the next hot cell phone, such as the Iphone, which is something that few electric/gas utilty customers do.

]]> http://seekingalpha.com/article/178945-nothing-trashy-about-this-dividend-stock?source=feed#comment-815781 815781 Mon, 21 Dec 2009 11:11:48 -0500 ]]> http://seekingalpha.com/article/178945-nothing-trashy-about-this-dividend-stock?source=feed#comment-814364 814364 Sun, 20 Dec 2009 10:17:48 -0500 http://seekingalpha.com/article/178945-nothing-trashy-about-this-dividend-stock?source=feed#comment-813823 813823 Sat, 19 Dec 2009 18:51:46 -0500
It appears that in the long run, WM will be a very good investment.]]> http://seekingalpha.com/article/178945-nothing-trashy-about-this-dividend-stock?source=feed#comment-813550 813550 Sat, 19 Dec 2009 12:45:53 -0500 http://seekingalpha.com/article/178945-nothing-trashy-about-this-dividend-stock?source=feed#comment-813496 813496 Sat, 19 Dec 2009 11:51:05 -0500 http://seekingalpha.com/article/178945-nothing-trashy-about-this-dividend-stock?source=feed#comment-813451 813451 Sat, 19 Dec 2009 11:13:15 -0500 http://seekingalpha.com/article/178945-nothing-trashy-about-this-dividend-stock?source=feed#comment-813433 813433 Sat, 19 Dec 2009 10:54:45 -0500 http://seekingalpha.com/article/178945-nothing-trashy-about-this-dividend-stock?source=feed#comment-813307 813307 Sat, 19 Dec 2009 09:01:16 -0500 http://seekingalpha.com/article/178945-nothing-trashy-about-this-dividend-stock?source=feed#comment-813295 813295 Sat, 19 Dec 2009 08:45:17 -0500 http://seekingalpha.com/article/178945-nothing-trashy-about-this-dividend-stock?source=feed#comment-813111 813111 Fri, 18 Dec 2009 23:41:47 -0500
Nonetheless, WM is intriguing at these levels.]]> http://seekingalpha.com/article/178586-general-mills-rewards-shareholders-and-increases-its-dividend-again?source=feed#comment-811260 811260 last year 380,000 shares sold by insiders. hardly any purchases.]]> Thu, 17 Dec 2009 17:32:00 -0500

On Dec 17 10:36 AM notsosmart wrote:

> last year 380,000 shares sold by insiders. hardly any purchases.]]> http://seekingalpha.com/article/178586-general-mills-rewards-shareholders-and-increases-its-dividend-again?source=feed#comment-810814 810814 Thu, 17 Dec 2009 12:12:39 -0500 GIS pays 2.87%; KFT pays 4.27%
(without a raise in 2009).
But look at a five year chart and compare GIS, KFT,K, RAH, S&P.
KFT underperforms (not accounting for dividends)
Maybe it's time to buy GIS which I have followed for over 30 years!]]> http://seekingalpha.com/article/178586-general-mills-rewards-shareholders-and-increases-its-dividend-again?source=feed#comment-810483 810483 Thu, 17 Dec 2009 10:36:23 -0500 http://seekingalpha.com/article/178297-dividend-stock-forecast-starting-to-look-a-tad-better?source=feed#comment-808930 808930 Wed, 16 Dec 2009 15:40:48 -0500
One semantic but important point: Standard & Poor's estimate of increasing dividend payouts in 2010 is not to "$23.67 a share." There is no such thing as a share in the S&P 500...it's an index, not a stock. The nearest thing is an ETF that replicates the S&P 500's holdings, such as SPY. SPY's price is porportional to, but not the same as, the S&P 500's value (the ratio is about 10:1 currently). We should all be so lucky as to find a stock that pays $23.67 per share!]]> http://seekingalpha.com/article/178296-energy-sector-dividends-latest-developments?source=feed#comment-808252 808252 Wed, 16 Dec 2009 10:10:56 -0500 sound very good to me. Check out DO past history on dividends, it is
one of the best.]]> http://seekingalpha.com/article/177540-china-the-brightest-star-on-the-american-investment-horizon?source=feed#comment-804262 804262 >> The only dark cloud on the horizon is the prospect of increased > Chinese inflation from the declining yuan. > > I can offer a few other dark clouds: > > - An unsustainable real eastate bubble (especially commercial). When > I was in Shanghai, I stayed in half-empty hotels 5 start hotels paying > about $80 a night > > - A huge manufacturing overcapacity. China's prices have actually > DEFLATED while the economy is supposedly growing at over 8%. Just > look at any data > > - A stimulus-driven non-organic GDP growth. What will happen after > the stimulus is withdrawn and there's still no one to export to? > > > All in all, it is not a matter of if the Chinese bubble will poop > but when.]]> Sun, 13 Dec 2009 19:19:00 -0500

On Dec 10 12:42 PM DrBenway wrote:

> >> The only dark cloud on the horizon is the prospect of increased
> Chinese inflation from the declining yuan.
>
> I can offer a few other dark clouds:
>
> - An unsustainable real eastate bubble (especially commercial). When
> I was in Shanghai, I stayed in half-empty hotels 5 start hotels paying
> about $80 a night
>
> - A huge manufacturing overcapacity. China's prices have actually
> DEFLATED while the economy is supposedly growing at over 8%. Just
> look at any data
>
> - A stimulus-driven non-organic GDP growth. What will happen after
> the stimulus is withdrawn and there's still no one to export to?
>
>
> All in all, it is not a matter of if the Chinese bubble will poop
> but when.]]> http://seekingalpha.com/article/177540-china-the-brightest-star-on-the-american-investment-horizon?source=feed#comment-802273 802273 While I absolutely agree with the opinion expressed in your article. > I disagree with your title. China is surely NOT the brightest star > in investment. There are surely even brighter stars. Just watch closely > what China itself is investing in. China is aggressively investing > in overseas natural resource acquisitions, and global goods shipments. > > > The brightest stars are the natural resources, and dry bulk shipping. > The world is bouncing off the carrying capacity of this planet's > natural resources, while dry bulk shipping by ocean is the most energy > efficient way of moving natural resources around. > > Buy dry bulk shippers and buy mining stocks. That's the best investment > you can make for the next few years. Don't buy Chinese Yuan or any > fiat currency. > http://seekingalpha.com/author/mark-anthony/instablog]]> Fri, 11 Dec 2009 16:55:19 -0500

On Dec 10 01:10 PM Mark Anthony wrote:

> While I absolutely agree with the opinion expressed in your article.
> I disagree with your title. China is surely NOT the brightest star
> in investment. There are surely even brighter stars. Just watch closely
> what China itself is investing in. China is aggressively investing
> in overseas natural resource acquisitions, and global goods shipments.
>
>
> The brightest stars are the natural resources, and dry bulk shipping.
> The world is bouncing off the carrying capacity of this planet's
> natural resources, while dry bulk shipping by ocean is the most energy
> efficient way of moving natural resources around.
>
> Buy dry bulk shippers and buy mining stocks. That's the best investment
> you can make for the next few years. Don't buy Chinese Yuan or any
> fiat currency.
> seekingalpha.com/autho...]]> http://seekingalpha.com/article/177540-china-the-brightest-star-on-the-american-investment-horizon?source=feed#comment-802071 802071 apologies . . . looks like the links didn't take. Well, go to the > Bureau of Economic Analysis website and look at resource outflows > from the U.S. to both developing nations and to multi-nationals. > It's in the tens of billions per year for years and years. > ]]> Fri, 11 Dec 2009 15:16:15 -0500 www.bea.gov/scb/accoun...



On Dec 11 12:11 PM Kolk Abuk wrote:

> apologies . . . looks like the links didn't take. Well, go to the
> Bureau of Economic Analysis website and look at resource outflows
> from the U.S. to both developing nations and to multi-nationals.
> It's in the tens of billions per year for years and years.
> ]]>