The 'Perfect Investment Portfolio'? [View article]
Dave,
The problem with eating elephants is that the momentum at the begining is nonexistant. Also, the commision as a % of invested money is a massive barrior to the 25$ a week scenario. In the microinvesting enviroment the importance of pricing and timing is huge, even for DG fans. I think your article is a fantastic example of what you can do as an alternative to low yield products. But it only applies if you've got the 300k to begin with.
Challenges And Opportunities For Google's Fiber Project: A Reality And Sanity Check [View article]
If Jack and his uncle can build a compeditive search engine, become internet service providers and advertising start an ad publishing business it would have been done. Microsoft, Yahoo, etc, very good in two areas, but even those behemoths haven't succeeded to the degree Google has and neither has the third spoke of the wheel which is being a service provider.
Again, Google is barely going to be scractching the surface of what is possible. Digital insertion of TV advertising based on google results? Who else is doing it?
There is no standardized model. There is a whole infrastructure and software backend that is going to have to be written and built out, but Google is the only company that is going to be in a position to begin scratching the surfance.
This is not to say they're going to succeed, but that they are in the best possible position to succeed even if by virture, they're the only ones trying.
Challenges And Opportunities For Google's Fiber Project: A Reality And Sanity Check [View article]
You think double digit revenue per user is naive? There are no "industry standardized revenue stream" for what Google is going to be doing with their data.
How valueable would real time data to businesses about who is in the market to buy an item be? They will then be able to give detailed demographic information to businesses who can then on the fly advertise to the active buyer.
How much would the local Toyota Dealer pay to have their ad placed in front of the 35 year old Mother of 4 whom just happens to have a AGI of 98k and has been searching for reviews and safty ratings of the latest Toyota Highlander and has recently googled her bank about financing?
Click through rates are going to be going up in Kansas, I guarantee it and by no small measure.
Good business move, handle the debt problem that is out of control, don't buy the stock, the bottom is still far off. Hang in there,or go really long and play the volatility.
Telefonica: Cheap For A Reason (Debt) [View article]
So, guts to play with the big guys, where capex spending is massive to support and penetration is amazingly high. Alternatively you can go into markets, less capex, easier penetration, and the ability to create lasting brands. Look at the world, who doesn't have cell phones yet, and then tell me that penetration rates aren't going to increase in those markets faster than in the US, UK, etc.
Telefonica: Cheap For A Reason (Debt) [View article]
So it's cheap and the price will continue to go down I think we agree. But at some point one of two things happens. Either you belive the company is going out of business. Or at some point the stock becomes undervalued and there is opportunity to be had. I tend to believe the latter considering their status in many markets and total number of assets.
Which brings us to pricing. Whats the price target? I think there is going to be multiple barriors on the way down with one of the last barriors in the 7$ range if things in Europe continue to decline along with a potential for a soft or failed IPO or two. My conclusion is based on potential for debt downgrades along with softer revenues compared to price pre 3:1 split.
This is obviously a falling knife and one that can probably be caught and held for a very nice return. Alternatively you can play the volatility and make money as well.
The NYSE will cancel certain trades in the following stocks following the snafu with Knight Capital (KCG -27.5%) this morning, reports Bloomberg: WZE, CO, EJ, ARC, and KWK. [View news story]
If I make a bad trade can I just write it off as a software glitch?
Do You Really Need $1 Million To Retire? [View article]
There's only one problem with the article. It assumes the 45 year old has 500k in retirement. When in reality the average is much closer to 50k. Seems like the articles premise is either a) OMG, we saved half a million dollars the last 23 years and now suddenly have no clue how to invest. b) we just inherited half a million dollars and have no clue how to invest.
Good article, I guess I'm just not in the target audience.
The 'Perfect Investment Portfolio'? [View article]
Anyone have an extra 300k lying around? Having trouble scrounging up 3k. Though I think I can manage 300. Love to see what my 300 will yield me when I retire in 20 years.
The NYSE will cancel certain trades in the following stocks following the snafu with Knight Capital (KCG -27.5%) this morning, reports Bloomberg: WZE, CO, EJ, ARC, and KWK. [View news story]
As soon as glass door investing comes into reality. At any minute, we should know exactly who is trading what.
Buffett's 50-Year-Old Principles Are Still Sound [View article]
Buffet investing doesn't help the average american though. It's useless except to a very small percentage of people. On average workers over age 55 only have about $130,000 saved. Of Fidelity's 11 some odd million 401k accounts accounts, they only average a measily $75,000.
By and large, twentysomething buffet investors are nearly as rare as buffet himself. The average investor has started late, has little to nothing and 3% yields aren't going to get people where they want to be.
Then again, this article isn't focused on the average investor, so I digress.
The Pepsi Millionaires: Dividend Investing Pays Off [View article]
So macro economic forces drove the stock down, but haven't returned it to it's 2008 highs, so the question remains, what has? Or is it overvalued? Have investors seeking refuge in dividends driven it up, or something else?
The 'Perfect Investment Portfolio'? [View article]
The problem with eating elephants is that the momentum at the begining is nonexistant. Also, the commision as a % of invested money is a massive barrior to the 25$ a week scenario. In the microinvesting enviroment the importance of pricing and timing is huge, even for DG fans. I think your article is a fantastic example of what you can do as an alternative to low yield products. But it only applies if you've got the 300k to begin with.
Challenges And Opportunities For Google's Fiber Project: A Reality And Sanity Check [View article]
Again, Google is barely going to be scractching the surface of what is possible. Digital insertion of TV advertising based on google results? Who else is doing it?
There is no standardized model. There is a whole infrastructure and software backend that is going to have to be written and built out, but Google is the only company that is going to be in a position to begin scratching the surfance.
This is not to say they're going to succeed, but that they are in the best possible position to succeed even if by virture, they're the only ones trying.
Challenges And Opportunities For Google's Fiber Project: A Reality And Sanity Check [View article]
How valueable would real time data to businesses about who is in the market to buy an item be? They will then be able to give detailed demographic information to businesses who can then on the fly advertise to the active buyer.
How much would the local Toyota Dealer pay to have their ad placed in front of the 35 year old Mother of 4 whom just happens to have a AGI of 98k and has been searching for reviews and safty ratings of the latest Toyota Highlander and has recently googled her bank about financing?
Click through rates are going to be going up in Kansas, I guarantee it and by no small measure.
Go, Telefonica, Go [View article]
Why It Is Time To Short Pandora [View article]
Telefonica: Cheap For A Reason (Debt) [View article]
Telefonica: Cheap For A Reason (Debt) [View article]
Which brings us to pricing. Whats the price target? I think there is going to be multiple barriors on the way down with one of the last barriors in the 7$ range if things in Europe continue to decline along with a potential for a soft or failed IPO or two. My conclusion is based on potential for debt downgrades along with softer revenues compared to price pre 3:1 split.
This is obviously a falling knife and one that can probably be caught and held for a very nice return. Alternatively you can play the volatility and make money as well.
Cisco: Buy For Upside Potential [View article]
The NYSE will cancel certain trades in the following stocks following the snafu with Knight Capital (KCG -27.5%) this morning, reports Bloomberg: WZE, CO, EJ, ARC, and KWK. [View news story]
Do You Really Need $1 Million To Retire? [View article]
Good article, I guess I'm just not in the target audience.
The 'Perfect Investment Portfolio'? [View article]
The NYSE will cancel certain trades in the following stocks following the snafu with Knight Capital (KCG -27.5%) this morning, reports Bloomberg: WZE, CO, EJ, ARC, and KWK. [View news story]
Buffett's 50-Year-Old Principles Are Still Sound [View article]
By and large, twentysomething buffet investors are nearly as rare as buffet himself. The average investor has started late, has little to nothing and 3% yields aren't going to get people where they want to be.
Then again, this article isn't focused on the average investor, so I digress.
NYSE International Dogs Promise 40% Net Gains In 2013 [View article]
The Pepsi Millionaires: Dividend Investing Pays Off [View article]