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  • Is The U.S. Bankrupt? [View article]
    No
    Dec 20 04:36 PM | 2 Likes Like |Link to Comment
  • Strippers & Guns: The Opposite Of SRI [View article]
    Thank you Fibonacci Sequence
    Nov 29 03:33 PM | Likes Like |Link to Comment
  • Strippers & Guns: The Opposite Of SRI [View article]
    Thanks for reading and commenting Nitin
    Nov 29 03:33 PM | Likes Like |Link to Comment
  • Red Or Black Friday? [View article]
    The article was looking prescient until about the last 15 minutes of trading. Maybe all of the day traders buoyed by the past success of this trade took their gains before the 1PM close. (Insert smiley face emotocon).
    Nov 29 01:17 PM | Likes Like |Link to Comment
  • Strippers & Guns: The Opposite Of SRI [View article]
    SWHC looks cheap to RGR to me; don't think the balance sheet differences account for much given the negative net debt at SWHC; similar revenue/EBITDA levels, but much different valuations - does anybody else have an opinion on this comparison?
    Nov 29 12:33 PM | Likes Like |Link to Comment
  • Strippers & Guns: The Opposite Of SRI [View article]
    Haha - thanks David
    Nov 29 12:28 PM | Likes Like |Link to Comment
  • Do Not Chase (Mindlessly) The Dividend Yields [View article]
    This article title reminded me that the Dividend Sweet Spot is 3-6% with dividends above 6% leading to lower total returns over long-time intervals

    http://seekingalpha.co...
    Nov 27 06:31 PM | Likes Like |Link to Comment
  • Dow 16,000 Versus Its 2007 Peak [View article]
    Thanks everybody for answering my question on their forward view of the Dow. Alan Greenspan also chimed in with his on Bloomberg today. http://bloom.bg/18oxW0V
    Nov 27 03:10 PM | Likes Like |Link to Comment
  • Dow 16,000 Versus Its 2007 Peak [View article]
    These are trailing twelve month earnings. I do not believe that earnings were negative for a full trailing year. I know that they were not on the S&P 500. I can look this information up on the Dow if it helps the discussion.
    Nov 27 03:09 PM | Likes Like |Link to Comment
  • Dow 16,000 Versus Its 2007 Peak [View article]
    No conversion table needed. A P/E of 20 coverts to 1/20, or 5%. A PE of 10 converts to 1/10 or 10%. Hope this helps.
    Nov 27 03:08 PM | Likes Like |Link to Comment
  • Dow 16,000 Versus Its 2007 Peak [View article]
    The Bethlehem Steel analogy is thought provoking - I should do a longer-run comparison of the Dow and demonstrate how many of those former constituents are out of business. That would be an interesting sidebar to my discussion on the site around Low Volatility Investing. http://seekingalpha.co...
    Nov 27 03:07 PM | 1 Like Like |Link to Comment
  • 5 Thoughts On Buffett's ExxonMobil Buy [View article]
    Concojones - thanks for reading and the kind words - for clarification, in the comparison between the S&P 500 and BRK, I am using total returns for the S&P 500, which assumes dividends are reinvested into the S&P 500. Have a good Thanksgiving.
    Nov 27 03:04 PM | Likes Like |Link to Comment
  • Dow 16,000 Versus Its 2007 Peak [View article]
    Thanks Pweller - when you are only getting paid 1.35% over the next five years on that Treasury, it makes the equity market look more attractive, which is why we have seen equity multiples expand so rapidly in 2013. The question going forward given that earnings growth is slowing is whether the market continues to attribute a larger multiple to current earnings. Of course, rising interest rates will also eat into that earnings yield premium.
    Nov 25 07:36 PM | 3 Likes Like |Link to Comment
  • Dow 16,000 Versus Its 2007 Peak [View article]
    Thanks for reading and commenting all
    Nov 25 06:56 PM | Likes Like |Link to Comment
  • Dow 16,000 Versus Its 2007 Peak [View article]
    I use the S&P 500 as my broad market gauge pparaska
    Nov 25 06:56 PM | Likes Like |Link to Comment
COMMENTS STATS
395 Comments
174 Likes