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dunnhaupt

dunnhaupt
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  • Canada's Housing Bubble Is Primed To Pop [View article]
    "Canadian banks that profited from the housing market are seriously vulnerable."

    Exactly which of the big 5 Canadian banks?

    PS: Only if you sell your primary residence you pay no capital gains tax in Ontario. All others are taxable.
    Aug 30 07:21 AM | Likes Like |Link to Comment
  • Government Of Canada Prepares For A Housing Crash [View article]
    The increase in housing prices is partly driven by the influx of overseas cash. Chinese who are ready to plunk down a couple of million in cash are merely seeking a safe haven for their money away from China.

    They should not be confused with speculators who buy up several empty condos with small down payments in the hope that prices will rise still further. Ask people in Miami what will happen to them when prices drop.
    Aug 28 08:19 AM | Likes Like |Link to Comment
  • Government Of Canada Prepares For A Housing Crash [View article]
    I was also disturbed by the total absence of any facts. Merely this unsupported claim: "The Canadian government appears to be preparing for a housing crash."
    Where does the author find evidence for such preparation?
    Aug 28 08:01 AM | Likes Like |Link to Comment
  • Selling My Tim Hortons Was A No-Brainer. [View article]
    Good story, Gale. I agree 100%. They simply have no idea what THI represents in Canada. Even the slightest change, and they'll be out of business. And the financial backers of BKW are infamous for making LOTS AND LOTS of changes.
    Aug 27 10:31 AM | Likes Like |Link to Comment
  • Is The Middle Class On A Sinking Ship? No Economic Good Times For Them Or Their Retirement [View article]
    The concept of what precisely constitutes the "middle class" seems to have changed a bit in US politics. Now everybody who isn't exactly receiving welfare seems to be included. I prefer the old-fashioned concept of the middle being located in the center between high and low, and those folks are doing pretty well in the US. They have a home, their kids go to good schools, they have a portfolio that protects them in old age, a pension plan, and better social security payments than most other countries.

    If the middle class did NOT provide for old age, they only have themselves to blame. The lower class can at least blame society or the government.
    Aug 27 09:25 AM | Likes Like |Link to Comment
  • Kinder Morgan: A Good Example Of Why Investors Should Never Pay Attention To Wall Street Analysts [View article]
    Well, well well -- after all that hullaballoo KMI is back at 40, exactly where it briefly peaked in 2012 and again in 2013. So much for long-term appreciation, folks.
    Aug 26 11:49 AM | Likes Like |Link to Comment
  • Stay Patient And Don't Jump Into ConocoPhillips Just Yet [View article]
    The general consensus of the commentators seems to be: Start buying COP at 74. Cramer recommends to start buying when the dividend reaches 4% which amounts to the same thing. But who knows if COP will get that low, given the political unrest in some oil countries.

    I still prefer COP over other big oils because COP sold out of Russia and other risky areas ahead of time, reinvesting the proceeds nearer to home like the Eagle Ford, Canada, and just now the Gulf of Mexico. It is not just about dividends, folks.
    Aug 22 08:30 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan Shareholders Are The Winners Of This Transaction [View article]
    Kinder Morgan INC (NYSE:KMI) shareholders are the winners.
    Aug 21 10:44 AM | 4 Likes Like |Link to Comment
  • Verizon's 4.3% Yield Is About To Go Even Higher [View article]
    One magic number that everyone is looking for is the "number of years of consecutive annual dividend increases." If a company has a fairly good record in that respect, they are not likely to disrupt it unless they are in deep trouble. VZ had nine years of consecutive increases so far, and they are in good shape. So an increase is pretty certain. Warren Buffett owns VZ, and he likes dividends (receiving them, not paying them).
    Aug 18 08:26 PM | 6 Likes Like |Link to Comment
  • KMP an after-tax loser in Kinder consolidation deal, Wells Fargo says [View news story]
    I have been long KMI ever since I read in "seeking alpha" that Richard Kinder puts all his own money in KMI, not KMP. Sometimes it pays to do what the Buffetts and the Kinders do.
    Aug 13 04:35 PM | 7 Likes Like |Link to Comment
  • Kinder Morgan Merger: Where Are The Bears Now? [View article]
    Well, well, well -- it looks like the bears are back!

    The big excitement is over, and KMI is back down where it was before. After all, what has changed for the KMI shareholders? Exactly nothing. The dividend remains unchanged. All we got was a vague promise that the dividend may be higher in 2015.
    Aug 13 10:28 AM | Likes Like |Link to Comment
  • Government Of Canada Prepares For A Housing Crash [View article]
    There are more than 105.000 condos under construction in Toronto right now. With low new immigration and high unemployment, exactly where do all those new buyers come from?

    A recent article showed that people are buying up empty Toronto condo units purely as investment, hoping for still higher prices. Some buildings are fully sold but only partly occupied. That is the same development as in Miami Beach before the housing crisis.
    Aug 13 08:16 AM | 1 Like Like |Link to Comment
  • How Dividends Don't Matter In Retirement; A Few Examples [View article]
    "Dividends don't matter in retirement" is a statement unfortunately not applicable to everyone. I know there are some retirees who only invest in high-dividend stocks with a monthly distribution because they eagerly await their must-have payment every month to eke out a living.

    My own retirement portfolio, on the other hand, is comfortably divided among a limited number of selected large-caps only. I have long-established stocks that pay solid dividends, and also some large caps with steady growth. I don't care about the market because I don't own the "market". I merely own a number of carefully picked stocks.
    Aug 7 01:52 PM | 1 Like Like |Link to Comment
  • Stay Patient And Don't Jump Into ConocoPhillips Just Yet [View article]
    I really like the idea that COP sold out of Russia ahead of the current crisis and re-invested the proceeds closer to home (e.g. Eagle Ford). Corporations like XOM may some day have to take write-downs on their Russian ventures.
    Aug 6 07:48 AM | 1 Like Like |Link to Comment
  • Qualcomm: Earnings, Regulatory Tension, And Their Implications [View article]
    There seems to be some serious doubt that the Chinese are honest when it comes to paying license fees. Since QCOM's income largely derives from fees, this should be considered.
    Aug 5 10:20 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
396 Comments
409 Likes