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Tom Au, CFA  

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  • The Only Buffett Stocks You Should Be Buying Now [View article]
    Buffett has rhapsodized about the performance of his two "apprentices," and how much better they are than him (given his reluctance to sell legacy holdings).

    At some point, the boss hires people to protect him from himself.
    http://seekingalpha.co...
    Oct 14, 2013. 12:52 PM | Likes Like |Link to Comment
  • The Only Buffett Stocks You Should Be Buying Now [View article]
    The five undervalued holdings were bought by the two "trainees" that Buffett hired to succeed him as Chief Investment Officer. Buffett's own "legacy" holdings are overvalued.
    Oct 14, 2013. 11:12 AM | 1 Like Like |Link to Comment
  • Dividend Aristocrats + Equal Weighting > S&P 500 Update [View article]
    Basically, the dividend aristocrats strategy outperforms, except in bubble markets like those of 1998-1999. And those are markets where you might not mind "underperforming," when dividend aristocrats will give you a perfectly satisfactory return.
    Oct 14, 2013. 10:36 AM | 2 Likes Like |Link to Comment
  • Danger Zone: Utility Sector Funds [View article]
    Is it fair to say that ALL the interest-rate sensitives, utilities, financials (and even techs) are in danger based on the above thesis?
    Oct 11, 2013. 01:29 PM | Likes Like |Link to Comment
  • J.C. Penney Is Getting Coal For Christmas [View article]
    And Merry Christmas to you.

    http://seekingalpha.co...
    Oct 10, 2013. 03:31 PM | Likes Like |Link to Comment
  • Super Dividend Contenders: October 2013 Edition [View article]
    The Bottom 5 are "bottom 5" based on what "everyone" knows. It's possible that particularly knowledgeable investors can make money on one or more of them based on what they know (and others don't).
    Oct 10, 2013. 01:01 PM | 1 Like Like |Link to Comment
  • Super Dividend Champions (October 2013) [View article]
    "More royalist than the king, more Catholic than the Pope" means that you carried Chowder's idea a bit further than he did, (by being more willing to sacrifice short term yield for longer term growth, while maintaining total return potential).

    I've done this myself with the ideas of others.
    Oct 7, 2013. 03:57 PM | Likes Like |Link to Comment
  • Super Dividend Champions (October 2013) [View article]
    This list strikes me as being "more royalist than the king, more Catholic than the Pope," relative to yourself.

    But a good list otherwise.
    Oct 7, 2013. 03:08 PM | 2 Likes Like |Link to Comment
  • Buffett's profits from crisis investments: $10B and counting [View news story]
    You may say that Buffett has "unfair advantages." But in all fairness (pun intended), he does "show us the way."
    Oct 7, 2013. 10:00 AM | Likes Like |Link to Comment
  • Does The Dogs Of The Dow Strategy Really Outperform The Market? [View article]
    Some minor tweaks at critical times would have made the Dogs of the Dow strategy work even better For instance, in 2008, the two worst-performing "dogs" Citigroup and General Motors, eliminated their dividends, and no longer qualified at the end of the year.

    If you had used credit analysis or other means to eliminate them, and replace them with the next two dogs, Merck and McDonald's, the strategy would have worked a lot better that year, and the maximum drawdown would have been much less.
    Oct 1, 2013. 03:54 PM | Likes Like |Link to Comment
  • J.C. Penney Is Getting Coal For Christmas [View article]
    "'Prophet!' said I, "thing of evil! - prophet still, if bird or devil!...
    On this home by horror haunted- tell me truly, I implore -
    Is there - is there balm in Gilead? - tell me - tell me, I implore!"
    Quoth the Raven,' Nevermore'."
    Sep 27, 2013. 10:46 AM | Likes Like |Link to Comment
  • Danger Zone: InnerWorkings [View article]
    This reminds me of a company called Tyco. And I don't need to say which version.
    Sep 25, 2013. 03:31 PM | Likes Like |Link to Comment
  • J.C. Penney Is Getting Coal For Christmas [View article]
    Maybe the best investment will soon be in JCP bonds. They may become "the new equity."
    Sep 25, 2013. 02:32 PM | Likes Like |Link to Comment
  • Vale's Depressed Valuation Offers Opportunity For Anti-Cyclical Long-Term Investors [View article]
    People are afraid to buy now, at what may be near a bottom. Then they lose money later when they buy after the price has moved.
    Sep 24, 2013. 04:48 PM | 1 Like Like |Link to Comment
  • Gartman Reverses Himself On Gold [View article]
    Reminds me of the the story of the analyst who got the maximum bonus from his portfolio manager for getting every recommendation wrong. "Said the manager, "After the first trade, I figured you out and made a ton of money doing the opposite of what you said."
    Sep 23, 2013. 01:07 PM | Likes Like |Link to Comment
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