Rohm & Haas Co. (ROH)

All Comments on ROH

  • commenter
    Aug 26 07:54 AM
    My Website
    Dividend Investment Myths [view article]
    agree with captain ccs: the point (a point) of buying dividend stocks is to take advantage of long term compounding. A ten year period would be more persuasive. Reply
  • commenter
    Aug 14 05:28 PM
    Sector and Stock Performance Since Oil's Peak [view article]
    I really feel that investors and analyists that take a short position on a certain stock should be banned from appearing on a business tv show to preach gloom and doom on the Company that they have taken a short position. They slipped up on CNBC yesterday and admitted that they have shorted the Company they were discussing/ Reply
  • commenter
    Aug 13 05:06 PM
    Solar Grade: A Silicon Revolution [view article]
    Tell:
    Fully endorsed, dipstick and all.

    truman:
    Without getting into tech talk here Moore's law has performed very well over the past 40 years ( and made stock holders a great fortune) because it is based on a fundamental law of nature: the learning curve.
    It expresses a constant % improvement in some performance metric each time the cumulative number of trials or practice attempts is doubled.
    This is a no brainer: we learn by doing.
    Economic drivers explain why Moore's law exists.
    Learning curve theory explains how.

    'The cost per unit decreases by a fixed percentage every time the total cumulative output volume doubles when measured in CONSTANT currency'

    Taking measurements of more than 35 years the learning rate for solar PV has been an exceptionally stable number: 20 %, right in line with...computers.


    Reply
  • commenter
    Aug 13 04:19 AM
    My Website
    Dividend Investment Myths [view article]
    Thanks captainccs for your comments. You are absolutely right about the fact that I'm data mining. However, as with any stock purchase you face the potential for downside risk when you buy. For this reason, I only data mine the stocks that are part of Mergent's Dividend Achiever Index (approximately 350 companies) so that I don't experience buyer's remorse once I'm in a stock. If the price falls after the purchase, I can easily "justify" my position with the mantra of "buy and hold." In the meantime, I'll be compensated for my wait.

    As you pointed out, I selectively examine only those that pay dividends. Of course, in reality I only chose those that are current and former Dividend Achievers. This means that I forego the opportunity to get the highest yields and the stellar performing non-dividend paying stocks. However, I am assured by the fact that management has an interest in seeing that the shareholders are compensated for their wait for the "promises" to deliver to materialize.
    Reply
  • commenter
    Aug 13 01:21 AM
    Dividend Investment Myths [view article]
    Intentional or not, what you listed as yearly performance appears to be performance off a recent 52-week low, two very different things. Reply
  • commenter
    Aug 12 11:38 PM
    Dividend Investment Myths [view article]
    Buy dividend payers and avoid financials! Reply
  • commenter
    Aug 12 10:59 AM
    My Website
    Dividend Investment Myths [view article]
    Using the growth since the last 52 week low as an indicator of long term grow is just pure nonsense. All it shows is that these companies do bounce back and that is just reversion to the mean working. The only other path would have been to zero. This is an example of data mining,

    Also note these two statements:

    >> I always focus on those Dividend Achievers that are within 5% of their 1-year low
    >> When considering stocks to buy, avoid those that are in industries which are at or near a new high.

    Dividends are used to select a universe of stocks but nowhere is there a comparison between this universe and a universe of non divided paying stocks. All the above says is buy low, sell higher.

    Of the above list I hold FDO, the 5th or 6th highest bouncer-back on the list at 70.45%. I bought it three years ago when I thought it was at a low. Current Average Growth Rate (CAGR), a dismal 4.4%. Dividends did little to support this stock.
    Reply
  • commenter
    Aug 10 08:07 PM
    Solar Grade: A Silicon Revolution [view article]
    Moore's law as applied to PV market is not a particularly useful or exact fit. See the article (Is PV Moore's Law Really On Track?) here:

    blogs.spectrum.ieee.or...
    Reply
  • commenter
    Aug 09 08:46 PM
    My Website
    Dividend Aristocrats Outperforming Market [view article]
    My bargain bins has 40 o 43 positions positive and many of the diidends stocks like RAI UST MO PM KFT BUD KO JNJ PFE etc have done fine This is all documented on my free website. Jeremy siegel talking about the power of reinvested dividends in his book How the tried and true beat stocks that dont pay dividends for the most part.He also talks about BRK and how it is an "exception". Reply
  • commenter
    Aug 07 05:17 PM
    Dividend Aristocrats Outperforming Market [view article]
    I like the spreadsheet. Could you republish it with export allowed? Reply
  • commenter
    Aug 07 10:49 AM
    Solar Grade: A Silicon Revolution [view article]
    Edgar, are you SolveClimate, author of article at diatribune? didn't see an = sign... ~:-)
    In any case, the McCain Dipstick is hilarious and pathetic at the same time.
    Thanks also for your replies to commenters by name and my new shortened blogger moniker I've adopterd.
    Reply
  • commenter
    Aug 07 10:07 AM
    My Website
    Dividend Aristocrats Outperforming Market [view article]
    the app. rate of inflation on the 5 basic daily needs is 15-16%.sadly these dividends are a joke.now corps. are beginnig to eliminate the matching 401k contribution.the dumb american middle class is being taken for a ride.a chart like this should show ceo & bod compensation & value of perks.no pay but dividends only for this group of scammers.that would change things.it would be great for the "suckerholders&qu... are the forgotten. Reply
  • commenter
    Jul 28 09:12 AM
    Solar Grade: A Silicon Revolution [view article]
    diatribune.com/breakth... Reply
  • commenter
    Jul 26 05:09 PM
    Solar Grade: A Silicon Revolution [view article]
    all the solar stock will pick up. TSL with the best value now. Reply
  • commenter
    Jul 25 11:11 PM
    Solar Grade: A Silicon Revolution [view article]
    Mr. Van Wingerden: Thank you very much. When will you publish your research on thin films? Are you going to talk about fslr? Reply

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