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  • 2 Blue Chips With Low Valuations, Setting Up To Yield 4% [View article]
    Great alternatives, but I disagree that INTC's business model is broken and is getting "eviscerated". Yes they were slow to move, but as we speak are adapting to the fast changing marketplace and will come out a winner. This is a company with a stunning history of innovation, if not always the greatest forward-looking vision. They should have attacked ARM sooner.

    (I also disagree about the recession, which the global economy is already in).

    They are now taking the fight to ARM, and I wouldn't want to be ARM in that fight. The only thing that can hurt INTC is INTC itself, with an entrenched, inflexible management that continually fails to execute and innovate (can you say MSFT?).

    INTC's management has proven itself adept when it needs to be, which is now. If they continue to lag the market they will get hurt.

    Wait and see what they have in store for the mobile market in the next two years. I think there will be some nice offerings as the author has indicated, and perhaps even a few surprises
    Dec 14, 2011. 11:34 PM | Likes Like |Link to Comment
  • Wednesday Weakness: Can We Survive Without QE3? [View article]
    That is the writer's point, beneath his justified frustration. Corruption in America is almost starting to make China look good.
    Dec 14, 2011. 11:32 PM | 2 Likes Like |Link to Comment
  • Which Is Better, Initial High Yield Or Accelerated Dividend Growth? [View article]
    If you can stay alive for another 20 years you will live forever, to a near mathematical certainty due to the coming of the singularity.
    Dec 14, 2011. 11:32 PM | Likes Like |Link to Comment
  • 2 Blue Chips With Low Valuations, Setting Up To Yield 4% [View article]
    "The risk would be that Intel spends a lot of R&D dollars to get into Tablet and Smartphone markets and doesn't get a decent return on capital invested there."

    Not likely. This is the greatest R&D chip manufacturing Goliath on the planet with a huge moat. It will successfully compete against ARM chips with its own innovative new designs, and can control the manufacturing process as well.

    INTC is a bit like MSFT. They are such a successful monopoly that even though they screw up for 10 years they are almost too big to fail.

    INTC was slow out of the gate getting into the mobile market, just as MSFT was. But they are both on the hunt now, and I don't see either failing, even if they compete against each other to a greater extent there.
    Dec 14, 2011. 11:31 PM | Likes Like |Link to Comment
  • Wednesday Weakness: Can We Survive Without QE3? [View article]
    Which brokers still allow naked call selling, unless you have a huge account?
    Dec 14, 2011. 11:19 PM | 1 Like Like |Link to Comment
  • Market Decline Over? TED Spread Says 'No' [View article]
    Not a pretty picture. You would think the politicians and financial system would have learned something from the 2008-2009 crisis, and they did. How to steal money from the poor and give it to the rich.
    Dec 14, 2011. 11:19 PM | Likes Like |Link to Comment
  • 2 Blue Chips With Low Valuations, Setting Up To Yield 4% [View article]
    By target price he means the price at which he would buy, bringing the yield up to 4% on INTC, not the price that represents fair value.

    However, he does say he would add to his position in INTC, but does not disclose he is currently long INTC. Can't have it both ways.
    Dec 14, 2011. 03:28 PM | Likes Like |Link to Comment
  • Dividend Growth Vs. Fixed Income Challenge, Part 2: The Reality Of Atrophy [View article]
    RS, would you forgo INTC because the yield is only 3.5%?
    Dec 14, 2011. 02:43 PM | Likes Like |Link to Comment
  • Dividend Growth Vs. Fixed Income Challenge, Part 2: The Reality Of Atrophy [View article]
    12 years??? I'll be retired by then!!!
    Dec 14, 2011. 12:56 PM | 1 Like Like |Link to Comment
  • Dividend Growth Vs. Fixed Income Challenge, Part 2: The Reality Of Atrophy [View article]
    In installment #3, could you please address the buy/write CEF's yielding about 12%? Are these basically the equivalent of fixed income funds in the long-term?

    Thanks for clarifying beautifully what I have been seeking to learn - why dividend growth (and at least moderate capital appreciation) is so important. Great class!!!
    Dec 14, 2011. 12:55 PM | 2 Likes Like |Link to Comment
  • Daily State Of The Markets: Is There A Reason? (Does There Need To Be?) [View article]
    Are you bullish or bearish on the US market?
    Dec 14, 2011. 11:46 AM | Likes Like |Link to Comment
  • 10% Dividend Yields From Closed-End Funds [View article]
    Why wouldn't conservative income investors just buy these instead of the 3-4% yielding "dividend kings"?
    Dec 14, 2011. 10:20 AM | Likes Like |Link to Comment
  • Black Swan Events In 2012 Could Push Oil To $200 [View article]
    Investing closer to home? Do you live in Asia?

    "We’re in the process of seeing a major shift in the global economic center of gravity, away from traditional oil-consuming countries like America and eurozone members toward Asia and emerging markets."
    Dec 14, 2011. 10:19 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Let Me Get This Straight [View article]
    There is no "logic" to the markets. There is corruption and market manipulation to the extent that it can - in the short and intermediate term - overcome price fundamentals.
    Dec 14, 2011. 10:14 AM | 1 Like Like |Link to Comment
  • Black Swan Events In 2012 Could Push Oil To $200 [View article]
    The US needs to invest in solar and other green energy sources, which in 10 years unforeseen technological breakthroughs will make fossil fuels obsolete.
    Dec 14, 2011. 10:13 AM | Likes Like |Link to Comment
COMMENTS STATS
1,446 Comments
1,236 Likes