goatfarmer

http://www.asiachart.com
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80 Comments

    • Tue Apr 8th 11:41 AM | Rating: 0 0
      Commented on:
      All-ETF Portfolios vs. Strategic Mix of Stocks
      I fee the same. Name calling detracts from the credibility of the name caller. Geoff, nice to see an article with a simple point.
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    • Tue Apr 8th 01:50 AM | Rating: 0 0
      Commented on:
      Markets Bounce Back From Bear Stearns Panic; Is the Worst Over?
      I agree that SnP500 resistance at 1,400 is a major test.
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    • Tue Apr 8th 01:44 AM | Rating: 0 0
      Commented on:
      When the Economy Hands You Lemons, Consider Dividend ETFs
      On the subject of dividend ETFs, it may be worth noting that an ETF will often pay less dividends than would a holding of the top 10 stocks in the ETF. The value of the ETF is in diversification. But one wonders whether the additional marginal diversification in holding the ETF over, say, the top ten holdings, is worth the diminution of dividends.
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    • Mon Apr 7th 09:11 AM | Rating: 0 0
      Commented on:
      When the Economy Hands You Lemons, Consider Dividend ETFs
      Marol, I'll have a crack at explaining why I am now interested in dividends, since it's a good question and the answer is not obvious.

      First, I am retired and want an income stream. If I can get an average 2.5% dividend income on my portfolio, I can live reasonably on that. So, provided that the dividends don't all go down together, I'll be able to live of the divs and not touch the stocks, with the hope that eventually the stocks will provide capital growth.

      Secondly, I have now been 'in the markets' for about 13 years. I can look back and see what would have happened if I had invested in stable dividend-growing companies, such as KO and GE and JNJ, a little over ten years ago. I'd now be getting a yield of around 10% on my initial investment while still having the option of capital growth. The magic of compounding is a good reason to buy and hold strong dividend-growing companies

      Of course the counter argument is that money is money, whether dividends or capital appreciation. I could simply declare a 2.5% dividend from portfolio every year and live off that. Why sacrafice growth to dividends? True. But in this wild and wonderful world, where markets are volatile, the prospect of a modest, reasonably secure, yield is attractive. And many of the dividend companies that I am following have a good growth record, albeit not stellar. I'll be happy with modest stable growth.

      Also, if all other things are equal, why not invest in the companies that pay dividends? I am persuaded by the argument that what matters in a balanced portfolio is asset allocation among sectors rather than stock picking. If I can stock my sector shelves with dividend goodies, why not get the extra returns?

      I used to be a trader speculating wildly. I used to poo poo dividends as being for grannies. After reviewing my performance over ten years, I realized that I fell into the 'normal' category for traders who haven't been wiped out: average 3% per annum. I have since refocussed my attention on more modest goals, with the hope of greater returns. The modest return of a dividend portfolio fits the bill - or part of it.
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    • Sat Mar 29th 09:32 AM | Rating: 0 0
      Commented on:
      U.S. Long Bonds: Be Careful, We're in Injury Time
      I'm not an expert on bond fundamentals. However, I little experience with classical technical patterns. The one I see for TIP, the inflation-based bond, is one of the most bullish long term patterns I can recall. There is a chart of TIP on the next edition of my website. Take a look on Monday or Tuesday, by which time it should be uploaded.
      View article »
    • Sat Mar 29th 09:20 AM | Rating: 0 0
      Commented on:
      Short Interest at Record Levels
      The first chart, percentage of float, appears to show a little more than a year. That's not a long time for an all time high.
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    • Sat Mar 29th 09:04 AM | Rating: 0 0
      Commented on:
      Dividend Aristocrats: Top Dividend Growers
      By 'index performance' I mean the Dividend Investors Index
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    • Sat Mar 29th 09:03 AM | Rating: 0 0
      Commented on:
      Dividend Aristocrats: Top Dividend Growers
      Take a look at www.dividendachievers..../. In particular, take a look at the list of "licensed products". Compare the Powershares PFM with Vanguard's VIG. Note also the comparison of the index performance with that of the S&P 500 over 10 years. S&P wins.
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    • Wed Mar 26th 12:13 PM | Rating: 0 0
      Commented on:
      In Defense of Bill Miller
      Nice article and very persuasive commentary from Miller.
      View article »
    • Wed Mar 26th 11:58 AM | Rating: 0 0
      Commented on:
      How Will the Housing Crisis End?
      Well written, cogent article. Keep us updated with those permits and starts charts!
      View article »
    • Wed Mar 26th 11:48 AM | Rating: 0 0
      Commented on:
      Be Flexible While Waiting for the Dollar to Bounce
      I concur: out with commodities, in with value. WMT breakout is especially attractive.
      View article »
    • Tue Mar 25th 08:51 AM | Rating: 0 0
      Commented on:
      Treasury Market: Deleveraging Continues
      Is this an article?
      View article »
    • Tue Mar 25th 08:49 AM | Rating: 0 0
      Commented on:
      Will the Euro Overtake the Dollar as World's Reserve Currency?
      So, will the dollar lose its status as the world’s dominant reserve currency? You have posed the question, cited some opinion, but not given your own conclusion. What do you think miss Lien? (nice teeth)
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    • Tue Mar 25th 08:41 AM | Rating: 0 0
      Commented on:
      Are We At a Key Inflection Point?
      Guessing based on a hunch gleaned from a segment of radio listening. Too impressionistic for my liking.
      View article »
    • Mon Mar 24th 22:58 PM | Rating: 0 0
      Commented on:
      Four Reasons to Believe in the "Bear Stearns Bottom"
      All of this is just guessing. If one is to look at technicals, one should wait for a bottom. There are still massive tops in all US indices. The NYSE composite index has the largest and most persuasive top. Europe ETFs tell the same story. I would also be looking at new highs vs. new lows. Check out my site. Theres a page on US markets with some charts on these topics.
      View article »
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