Look Beyond The Dividend: The Pitney Bowes Fallacy And The Advance Auto Parts Oversight [View article]
I wouldn't think so, not exactly where I was going with that example. We're in a world now where everyone relies on Microsoft products in multiple aspects of their lives. While we rely heavily on cars, I would not agree that we are moving towards becoming more involved in the way we repair and modify cars. Definitely not the same kind of growth potential.
But I love the style of thinking, its not about the dividend its about the company and business model.
Riocan REIT: A Strong Canadian REIT To Diversify Your Dividend Portfolio [View article]
Thanks rdbach,
Glad you share my sentiment about Riocan. It does seem a bit expensive now, but I don't think it has much room to go down. But should it, I sure will be looking at increasing my position
I would recommend also having a look at the following two ETFs if you like Canadian REITS. They are TSX listed, so I can't link to them in the article, but they carry a pure basket of Canadian REITs with a moderate 0.5-0.6 MER
Sherwin-Williams: Good Paint, Great Company, Poor Valuation [View article]
Thanks Vandooman,
I agree that buying it cheap at the bottom would be the best option, like our friend rubel above, however whether we're heading for another market drop remains to be seen.
Sherwin-Williams: Good Paint, Great Company, Poor Valuation [View article]
Thanks Ricky,
While I agree that a paint supplier would make a much more sound investment at this stage of the housing recovery, without a pullback in SHW's price I don't think the investment makes sense at this level.
The 2 Keys To Successful Big Oil Investing [View article]
Brilliant piece. Really enjoyed your excellent analysis of the P/E ratio.
The P/E Ratio certainly can be deceiving. I always try to focus a significant portion of my analysis of these on whats in the pipeline for future acquisitions and development projects, and how well they sustain their volume of production for oil and gas.
Wall Street Breakfast: Must-Know News [View article]
I think this gives you an edge as a retail investor. Imagine how the HFT traders felt knowing they sold at 145 points less than market value because of a fake tweet...
Valve, Steam, And The Threat To Your GameStop Investment [View article]
Excellent article William, I myself too am thinking of making the switch to PC gaming, as I am getting quite frustrated with console prices, particularly on older games.
I like your comparison of Gamestop to borders, and realistically its only consoles that have prevented this collapse from occuring. Suprising though that people prefer to buy their books online but don't mind picking up console games in the store.
The Market Cannot Remain Irrational Forever [View article]
Very eloquently put! I absolutely agree concerning some of these valuations, with so much growth in earnings already priced in it doesn't possibly add up. Even if they meet their growth projections, all it does is justify the existing valuation.
Even just covering them it can be quite frustrating watching the prices continue to climb, everyday making less sense than the day before. I've covered LinkedIn quite a bit, where its basically the same situation. I can't imagine how much more frustrated someone shorting would feel.
Thanks for identifying the two value alternatives. <Mark
Cruise Lines Into 2013 - Royal Caribbean Strongly Undervalued Compared With Peers [View article]
Thanks for the insight, Travel Consultant, Perhaps I misscommunicated my point in the article - what I'm trying to stress is that Norwegian's line operates less in the contemporary and more in the luxury sector than the other two in aggregate, as evidenced by their higher revenues per Berth on average.
Keep in mind this is not tripadvisor and I'm not trying to recommend a cruise line for a vacation, I am simply trying to understand the operating figures in thier context.
Curiously, when you say " I wouldn't book my worst enemy on a Carnival Cruise" does this apply to all the lines that Carnival Corp operates, ie Holland and Princess or just the Carnival line?
Cruise Lines Into 2013 - Royal Caribbean Strongly Undervalued Compared With Peers [View article]
Agreed Trade, it would certainly have an effect, however cruising seems to be fairly resilient. Looking through their posted revenues after the 2008 crisis, RCL only declined revenues in 2009 by about 10%. In 2010 it was able to more than recover these, and continue growing since.
Google, Activision Blizzard And Groupon Await Justice [View article]
Would appreciate updates as the cases unfold
Look Beyond The Dividend: The Pitney Bowes Fallacy And The Advance Auto Parts Oversight [View article]
But I love the style of thinking, its not about the dividend its about the company and business model.
LinkedIn - There's Nowhere To Go But Down From Here [View article]
Riocan REIT: A Strong Canadian REIT To Diversify Your Dividend Portfolio [View article]
Glad you share my sentiment about Riocan. It does seem a bit expensive now, but I don't think it has much room to go down. But should it, I sure will be looking at increasing my position
I would recommend also having a look at the following two ETFs if you like Canadian REITS. They are TSX listed, so I can't link to them in the article, but they carry a pure basket of Canadian REITs with a moderate 0.5-0.6 MER
http://bit.ly/12S2y1n
http://bit.ly/16VkSgI
Happy trading
Sherwin-Williams: Good Paint, Great Company, Poor Valuation [View article]
I agree that buying it cheap at the bottom would be the best option, like our friend rubel above, however whether we're heading for another market drop remains to be seen.
Sherwin-Williams: Good Paint, Great Company, Poor Valuation [View article]
Thanks for the comment Rubel
Sherwin-Williams: Good Paint, Great Company, Poor Valuation [View article]
While I agree that a paint supplier would make a much more sound investment at this stage of the housing recovery, without a pullback in SHW's price I don't think the investment makes sense at this level.
The 2 Keys To Successful Big Oil Investing [View article]
The P/E Ratio certainly can be deceiving. I always try to focus a significant portion of my analysis of these on whats in the pipeline for future acquisitions and development projects, and how well they sustain their volume of production for oil and gas.
Wall Street Breakfast: Must-Know News [View article]
Valve, Steam, And The Threat To Your GameStop Investment [View article]
I like your comparison of Gamestop to borders, and realistically its only consoles that have prevented this collapse from occuring. Suprising though that people prefer to buy their books online but don't mind picking up console games in the store.
How To Pick REIT Stocks Like Trump And Think Like Graham [View article]
Have a great Easter Weekend
The Market Cannot Remain Irrational Forever [View article]
Even just covering them it can be quite frustrating watching the prices continue to climb, everyday making less sense than the day before. I've covered LinkedIn quite a bit, where its basically the same situation. I can't imagine how much more frustrated someone shorting would feel.
Thanks for identifying the two value alternatives.
<Mark
Cruise Lines Into 2013 - Royal Caribbean Strongly Undervalued Compared With Peers [View article]
Cruise Lines Into 2013 - Royal Caribbean Strongly Undervalued Compared With Peers [View article]
Keep in mind this is not tripadvisor and I'm not trying to recommend a cruise line for a vacation, I am simply trying to understand the operating figures in thier context.
Curiously, when you say " I wouldn't book my worst enemy on a Carnival Cruise" does this apply to all the lines that Carnival Corp operates, ie Holland and Princess or just the Carnival line?
Cruise Lines Into 2013 - Royal Caribbean Strongly Undervalued Compared With Peers [View article]