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Richard Shaw

 
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  • What's Working And What's Not - December 2013 [View article]
    the link in the last sentence of this post goes to my statements about forward view of sectors.
    Dec 30, 2013. 04:54 PM | Likes Like |Link to Comment
  • Historical Odds Of A Correction And Where To Hide [View article]
    Wrong symbol -- PNX is for The Phoenix Companies, a life insurance company, not Pioneer Natural Resources. which is PXD
    Dec 15, 2013. 03:13 PM | Likes Like |Link to Comment
  • Stocks Thrice Blessed For Technical Strength [View article]
    SeekingTruth. -- very kind of you
    Dec 10, 2013. 10:39 PM | 1 Like Like |Link to Comment
  • Dividend Stocks With Better Revenue Growth, Lower Beta And At Least 10% Price Gain Targets [View article]
    Thank you, I do understand that net earnings are not particularly useful data points for MLPs, but this was not an attempt to analyze MLPs. Since valuation is not the focus of the article, we simply presented the same set of data for each company, and did not focus on best valuation metrics for each industry. No suggestion here to use P/E for MLPs. I suppose we could have left the PE and PEG fields blank, but that would have its problems too. Definitely, if we were reporting on MLPs or REITs specifically, we would use the valuation metrics most suitable to those industries.
    Dec 8, 2013. 08:21 PM | Likes Like |Link to Comment
  • Regaining And Maintaining Trust In Digital Realty [View article]
    Brad,

    A quick check at Yahoo Finance says that 114% of the stock is owned by institutions (leveraged), and that 25.5% of the stock is short with a 20 day short ratio. If this data is correct, the leverage could exacerbate the decline, but the short squeeze potential is major. How do you assess the buying and selling pressure that is resulting or may result from holdings pattern? What issue got them to 1/4 of their stock short in the first place?

    Richard
    Oct 31, 2013. 05:48 PM | Likes Like |Link to Comment
  • Regaining And Maintaining Trust In Digital Realty [View article]
    Brad,

    The GMI Accounting and Governance Risk Rating for DLR is at a low since 2010. It currently is ranked at 35th percentile (65% better rating) versus all evaluated public companies. In March 2010 it was ranked 85th percentile. Most recently prior to being ranked 35th percentile, it was ranked 56% percentile in March of 2013.

    Do you have a view on the GMI approach to this dimension?

    Richard
    Oct 30, 2013. 11:00 AM | 1 Like Like |Link to Comment
  • Regaining And Maintaining Trust In Digital Realty [View article]
    Brad,

    With yesterday's (Oct 29) below expectations report and reduced forward guidance, and today's (Oct 30) 13% price drop in the stock; would very much like to know if any part of your view on DLR has changed.

    Richard
    Oct 30, 2013. 10:07 AM | 6 Likes Like |Link to Comment
  • Selecting Sectors To Tilt Your Portfolio Exposure [View article]
    The writer was not irritated. The write clarified intent in writing the article.
    Sep 16, 2013. 08:08 AM | Likes Like |Link to Comment
  • Selecting Sectors To Tilt Your Portfolio Exposure [View article]
    I don't think its defensive. It is a clarification of the intent and utility of the article to someone who was seeking something other than the article's intent and purpose. There are reportedly a million readers at SA and each author has an audience in mind which is far less than a million. No article could possibly meet the needs of all million. If an article is criticized for inaccuracies or unreasonable conclusions, that is one thing and appropriate; but if it is criticized for not going down the road a particular reader would have chosen, it is appropriate for the author to explain the reason for the road taken, and to set expectations for that reader on what the author generally seeks to do and who to serve in the current and future articles.
    Sep 15, 2013. 01:35 PM | 3 Likes Like |Link to Comment
  • Selecting Sectors To Tilt Your Portfolio Exposure [View article]
    It's data to help those who wish to tilt. No claims are made. Text, clearly states that there is no one answer, because their is no single investor profile. This article was not intended to tell you what to do, but to enable you to better decide for yourself. If you seek an author who presumes to know who you are (makes you generic) and what you specifically should do, probably should not read this or other articles I write. I write to help DIY investors, but not to provide a "tip sheet" to time or direct trade decisions. For some (you among them) this data is "overload". For others, it represents data they would like to see, but do not have the time or the data access to develop it for themselves. Not all data is useful to all people, and in the research process, not all data search ends up being fruitful -- but since there a many sets of investor facts and circumstances, I choose to let the DIY investor decide which data is helpful to them and which is not. Sorry you are disappointed -- but as someone who expects a predigested recommendation, you are not my intended audience.
    Sep 15, 2013. 01:01 PM | 2 Likes Like |Link to Comment
  • Selecting Sectors To Tilt Your Portfolio Exposure [View article]
    good catch. that is being corrected now. thanks.
    Sep 14, 2013. 10:52 AM | Likes Like |Link to Comment
  • Dividend Stocks Not Handling Interest Rates As Well As Low/No Dividend Stocks [View article]
    No stocks were "culled" from ETFs. The S&P 500 index individual stocks were used, and the ETFs were only mentioned as they relate to the sectors as sector proxies. The article is not about the ETFs. It is about the individual stocks in the S&P 500
    Sep 6, 2013. 09:58 AM | Likes Like |Link to Comment
  • 12 Investable Banks Among The Worlds 50 Safest Banks [View article]
    "Investable" means you can get the shares in the US market -- not that they are attractive -- most of the banks do not have share available in the use and are thus not investable.
    Sep 6, 2013. 09:55 AM | 1 Like Like |Link to Comment
  • Dividend Stocks Not Handling Interest Rates As Well As Low/No Dividend Stocks [View article]
    Precisely why we like dividend stocks. They keep paying even when markets decline. That does not invalidate the observation made by this article, that their prices are not handling the current interest rates rise as well as low/no dividend stocks. We are not arguing against dividend stocks, just making an observation that some may find interesting.
    Sep 3, 2013. 12:02 PM | 6 Likes Like |Link to Comment
  • Dividend Stocks Not Handling Interest Rates As Well As Low/No Dividend Stocks [View article]
    I did not use ETFs in any way in this analysis. Not sure of your point. Analyzed the 500 individual stocks. Simply provided the proxy ETFs that represent sectors as additional information. This article is about 500 stocks, not about 10 ETFs
    Sep 3, 2013. 12:00 PM | 2 Likes Like |Link to Comment
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