The Amazon Bubble: Why I'm Not A Believer [View article]
Interesting statistic -- neat little tool. Thanks for the link.
Yeah, the stock can't sustain very good long-term returns. If the P/E was in the 20-30 range, it would be a completely different story, because share price growth would be much more manageable in that scenario. But with 10 years of 20%+ EPS growth already priced into the stock... Amazon has a very tough road ahead in terms of stock price.
High Yield Can Be Your Friend: Rock Solid Retirement Portfolio, Part 3 [View article]
The basic difference is reflected in the name: New Markets. It's basically an emerging markets bond fund -- good way to get some country diversification in your portfolio. There are good trends in emerging markets (http://on.wsj.com/MGYS03, http://onforb.es/Rv6SAa) but you need to watch the currency. If the bonds are local-currency denominated, and the dollar continues to strengthen vs local currencies (http://on.wsj.com/MGYPl0), you're going to lose some of that yield because of the relative strength of the dollar. I may actually look into the FNMIX fund further -- I'm a little US-heavy right now in my allocations. Thanks for reading!
Intel And EU Actions: Ignore The Noise, Buy The Dip [View article]
Now see, that (asking execs about exclusivity) would be a very simple and easy solution. And that's exactly why the EU bureaucrats decided not to do that. Bureaucrats hate easy and simple solutions.
Intel And EU Actions: Ignore The Noise, Buy The Dip [View article]
You're entirely correct, the fine was paid in Q2 '09. (http://bit.ly/Ow29yl) But as I established, the fine only amounts to $0.25 a share. Even if they don't recover it, it's not a huge deal. I'm not sure why the media (and the market) are turning it into such a big brouhaha.
Intel And EU Actions: Ignore The Noise, Buy The Dip [View article]
I recently initiated an Intel position as well. After analyzing available data/information and looking at the history of the industry, I became convinced that Intel is a well-run and innovative company. I believe they'll leverage their extensive supply chain and technological resources to once again come out ahead in the mobile processor battle. Thanks for reading!
An investor following your chart who sold due to the market being "overbought" in Jan '12 would've missed out on a 9% gain YTD and a 12% gain from January through the April high. So I'd take that chart with a grain of salt.
The Christmas Gift Portfolio - Core Holdings On Sale Now [View article]
Thanks for the analysis -- definitely something to consider. I still like DuPont's prospects, but it certainly is true that the stock wasn't a great play over the past decade.
The Art Of Finding Rock Solid Retirement Stocks, Part 2 [View article]
That's exactly why it's important to always do research before investing! Screens are just a tool to help narrow down "the market" based on your criteria -- because obviously, it's not feasible for an individual investor to perform in-depth analysis on every company out there. Screens allow you to find stocks that meet certain requirements for dividends, profitability, etc, and you can then perform further research on this more manageable list of potential stocks.
Hook 'Em Horns, Part 2: Why I'm 100% Bullish On U.S. Stocks [View article]
Agreed on the contrarian perspective. 30-year Treasury yields are where they were back after the financial crash, suggesting a complete lack of confidence in the markets. Any whiff of good news will have investors fleeing Treasuries for equities.
The Amazon Bubble: Why I'm Not A Believer [View article]
The Amazon Bubble: Why I'm Not A Believer [View article]
Yeah, the stock can't sustain very good long-term returns. If the P/E was in the 20-30 range, it would be a completely different story, because share price growth would be much more manageable in that scenario. But with 10 years of 20%+ EPS growth already priced into the stock... Amazon has a very tough road ahead in terms of stock price.
High Yield Can Be Your Friend: Rock Solid Retirement Portfolio, Part 3 [View article]
High Yield Can Be Your Friend: Rock Solid Retirement Portfolio, Part 3 [View article]
High Yield Can Be Your Friend: Rock Solid Retirement Portfolio, Part 3 [View article]
Intel And EU Actions: Ignore The Noise, Buy The Dip [View article]
Intel And EU Actions: Ignore The Noise, Buy The Dip [View article]
Intel And EU Actions: Ignore The Noise, Buy The Dip [View article]
Intel And EU Actions: Ignore The Noise, Buy The Dip [View article]
S&P 500 Back To Overbought [View article]
The Christmas Gift Portfolio - Core Holdings On Sale Now [View article]
The Christmas Gift Portfolio - Core Holdings On Sale Now [View article]
The Art Of Finding Rock Solid Retirement Stocks, Part 2 [View article]
Here are the yearly returns of the equally weighted portfolio of the stocks that you mention.
2000 35.08%
2001 3.89%
2002 -15.39%
2003 30.49%
2004 19.89%
2005 12.51%
2006 26.42%
2007 8.53%
2008 -16.44%
2009 24.91%
2010 21.34%
2011 15.70%
2012 9.39%
Annualized Simple 14.11% Compounded 12.98%
The Art Of Finding Rock Solid Retirement Stocks, Part 2 [View article]
Hook 'Em Horns, Part 2: Why I'm 100% Bullish On U.S. Stocks [View article]