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Tom Au, CFA  

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  • What Effect Gender Demographics Play On The Global Economy [View article]
    India also has a highly skewed ratio of men to women, for many of the same reasons as China.
    Nov 24, 2015. 04:38 PM | Likes Like |Link to Comment
  • Did The Bear Market Start Last June? [View article]
    In 2007, the market was up about 3% for the year, after having risen nearly 10% from December 31, 2006 to June 30, 2007. Meaning that the second half was down.
    So yes, the "2008-2009" crash actually started in mid-2007.

    Ditto for the coming "2016-2017" crash.
    Nov 20, 2015. 12:15 PM | 3 Likes Like |Link to Comment
  • Dogs Of The AMZ [View article]
    The dogs strategy works best for TEMPORARY doggishness, as in 2009. "Perenniel" dogs are that way for a reason.
    Nov 8, 2015. 04:04 PM | Likes Like |Link to Comment
  • The Message From Buffalo Wild Wings, Chipotle, And Wal-Mart Earnings [View article]
    We' ll see in the upcoming quarters. I like to be "early" with these calls, which is to say that I am sometimes wrong.
    Nov 2, 2015. 02:49 PM | Likes Like |Link to Comment
  • Seeking Hong Kong Listed Magic Formula Stocks [View article]
    Many of these stocks also stand to benefit from the "small firm effect" that was first articulated in the United States.
    Nov 1, 2015. 05:31 PM | Likes Like |Link to Comment
  • Wal-Mart: How Low Can It Go? [View article]
    Cut the price in half, and WMT's dividend yield, now 3.4%, goes to almost 7%, versus 4.0% for General Motors...I don't think so.

    Cut the price to the point where WMT's $1.96 a share dividend makes the stock yield 4.0% like GM, that is the price falls to just below $50. That strikes me as a real possibility.

    You can compare WMT to GM, but you need to use the right metric.
    Oct 29, 2015. 11:06 AM | 1 Like Like |Link to Comment
  • 2 Foreign Stocks With Great Dividends And Good Expected Capital Growth [View article]
    Why not make the title, "Two Foreign BANK Stocks..."

    (Maybe you did, and SA edited out "bank.")
    Oct 27, 2015. 02:36 PM | Likes Like |Link to Comment
  • Losing My Religion: Value In The USA [View article]
    The "value" stocks caught up in 2012-2014, leaving them little, if any advantage over growth stocks.
    Oct 27, 2015. 02:09 PM | Likes Like |Link to Comment
  • A Valeant Effort- Tyco Maybe, But No Enron Here [View article]
    "Tyco" was bad enough. Enron, of course, was "maximum bad."
    Oct 26, 2015. 11:51 AM | 2 Likes Like |Link to Comment
  • Retirees: I Did Not Buy IBM To Sell; It's About The Dividend Income, Stupid [View article]
    IBM's yield is now number four on the "Dogs of the Dow" list. It is seldom in the top ten, and "never" as high as four. Until now.
    Oct 23, 2015. 09:56 PM | 2 Likes Like |Link to Comment
  • Learning From The Dividend Aristocrats - Energy [View article]
    This shows that Chevron is, or at least has been, the superior head-to-head choice.
    Oct 21, 2015. 02:39 PM | 3 Likes Like |Link to Comment
  • Selecting Shelter In Dow Stocks From A Crash In The Dow Averages [View instapost]
    I'm not sure I'd call it a great time to buy. What I will say is that I prefer to buy some things over others, meaning that it might be a "stock pickers' market."
    Oct 21, 2015. 02:34 PM | 1 Like Like |Link to Comment
  • How Telltales Told You Not To Own Wal-Mart, And Continue To Do So [View article]
    I agree with you. Basically, the stock had "no business" going to 72 and 81. But it is probably appropriately valued around $60,
    Oct 16, 2015. 05:58 PM | 3 Likes Like |Link to Comment
  • Why Seeking Alpha Recommendations Outperform Mutual Funds And Brokerage Analysts [View article]
    If the Hilary and Shon report is correct, the fault lies with BUY SIDE managers, who reduce the weight they give to subsequent "sell" recommendations, even after the first one is correct. (It should be the opposite.)

    Yours truly was an exception. As a former PM, I gave the higher II ratings to the most bearish analysts.
    Oct 9, 2015. 11:07 AM | 1 Like Like |Link to Comment
  • Briggs & Stratton 5-Year Bonds A Buy With Close To A 5% Yield [View article]
    Are there any CONVERTIBLE bonds worth looking at?
    Oct 8, 2015. 10:25 AM | Likes Like |Link to Comment