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  • Opportunities In Utilities For Dividend Investors? [View article]
    It depends on your unique circumstances, but legging into a new long might be a good play for income investors. If higher rates have been the reason for poor utility returns, rates reversed meaningfully today with the flight to quality bid for Treasuries. Utilities outperformed the market (-0.5%) versus -2%, showing their defensive posture.
    Jun 29, 2015. 06:05 PM | Likes Like |Link to Comment
  • Review Of 10 Themes Shaping Markets In 2015 [View article]
    Chimpster - I wrote that piece... http://seekingalpha.co...
    Jun 25, 2015. 07:24 PM | Likes Like |Link to Comment
  • Review Of 10 Themes Shaping Markets In 2015 [View article]
    Dan - I recently traveled to Greece on vacation in part to try and feel what the daily life in Athens is like during this crisis. Restaurants and bars were full, people carried about their business, life moved forward. Three years ago, the danger was that a fragile European banking system had too much Greek sovereign exposure and outsized capital losses could lead to systemic outflows on the continent, retrenchment of lending, and a deepening pan-European recession. This was before the European Stability Mechanism, Euro QE, and a sharp rally in peripheral debt. Nobody knows the impact of a disorderly default, which leads to volatility which is pointed at Greece. It is a fascinating game of chicken between Greece and the ECB, which is why it dominates media, but it should not have a major impact on dollar-denominated U.S. equity portfolios. The Greek economy is roughly the size of the economy of the Minneapolis metro. I might pen an article about my observations from my trip if you think it would be worthwhile.
    Jun 23, 2015. 07:15 PM | 3 Likes Like |Link to Comment
  • Review Of 10 Themes Shaping Markets In 2015 [View article]
    I am very ready to stop talking about Greece in the short-run. There was an article on Bloomberg yesterday that showed that all of U.S. holdings of Greek stocks was equivalent to the market cap of Dunkin' Donuts. I got a kick out of that. I hope the financial system is ready for a disorderly outcome in Greece after three years of preparation.
    Jun 23, 2015. 01:11 PM | 3 Likes Like |Link to Comment
  • Review Of 10 Themes Shaping Markets In 2015 [View article]
    Thanks for the comments
    Jun 23, 2015. 01:08 PM | Likes Like |Link to Comment
  • Buffett's Alpha Revisited [View article]
    It's been the best idea for much longer than that. The study suggest that BRK has had the highest Sharpe ratio (risk-adjusted return measure) of any stock with a 30+ yr track record. Agree that sometimes the best ideas are the simplest.
    May 17, 2015. 12:56 PM | 1 Like Like |Link to Comment
  • 5 Simple Ways To Beat The Market: Part 5 Of 5 [View article]
    Thanks for reading Pkeda - welcome to Seeking Alpha
    Apr 24, 2015. 07:22 PM | Likes Like |Link to Comment
  • Takeaways From A Historic Week In The Bond Market: Buffett's Bonds [View article]
    Could only further integration between the U.S. and European capital markets
    Mar 9, 2015. 07:49 PM | 2 Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    Briar - this article discusses the performance of the equal-weighted S&P 500:

    http://seekingalpha.co...
    Mar 7, 2015. 03:54 PM | Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    Lots of very good comments from the readership on this article. I think a variety of opinions adds needed depth to the discussion. Thanks to all for reading and commenting.
    Mar 6, 2015. 06:51 PM | 3 Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    I agree vgeorge - when the Fed does start raising rates, the pace could be slow and the terminal rate that they reach in this business cycle will not approach the 5.25% we saw in the last cycle - even the 3.5%-4% long-term target for Fed Funds rate in the FOMC projections appears high today.
    Mar 6, 2015. 06:50 PM | Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    Certainly, -8% is not a rout when you factor in riskier asset classes, but as you point out this was a historically bad year for Treasuries.
    Mar 6, 2015. 06:48 PM | Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    Please link the article Dave
    Mar 6, 2015. 06:45 PM | Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    Subdued interest rates and stocks at all-time high with expanded multiples is an historic anomaly. Usually when stocks are making new highs, we see higher interest rates to account for inflationary pressures in the economy - not the case in 2015.
    Mar 6, 2015. 06:44 PM | 4 Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    I am using the S&P 500 as the most commonly cited market benchmark, but you are correct that this article is comparing a equal weighted index (DA) versus the cap-weighted S&P 500 Index.
    Mar 6, 2015. 06:42 PM | 1 Like Like |Link to Comment
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