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Big Moose

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  • How To Identify Good Stocks, Part 1 [View article]
    Thank you for sharing your personal investment philosophy. Very insightful
    Apr 6 01:17 AM | 1 Like Like |Link to Comment
  • Google's Going Ex-Dividend (A Stock Split) [View article]
    It would be interesting to know what happens here. Technically, if you purchase the stock on ex dividend date (record date) or after, you are not entitled to the dividend. Some companies give you pro-rated dividends if you purchase between ex dividend date and payment date. That happened for DVA dividend split.
    Mar 30 05:57 PM | Likes Like |Link to Comment
  • Google's Going Ex-Dividend (A Stock Split) [View article]
    The stock has only gone down by 1.6% today. So if someone bought today, they don't get the dividend but also see the price going down to potentially half of what it is today on April 2nd?
    Mar 27 03:30 PM | Likes Like |Link to Comment
  • Baxter International: Strong Dividend Set To Continue [View article]
    My apologies for the typos. I meant "wondered what their moat is. Are there certain parts of their business where they are a "dominant" force?"
    Mar 25 11:44 PM | Likes Like |Link to Comment
  • Baxter International: Strong Dividend Set To Continue [View article]
    Baxter always shows up in the list for dividend growth investors. That said, I have often wonderd what theier moat is. Are there certain areas of their busunegss they are a "dominant" force?
    Mar 25 11:40 PM | Likes Like |Link to Comment
  • Should You Add Cisco After Earnings? [View article]
    Anytime john chambers speaks, buy immediately after because the stock will take a dive. To borrow from Gordon Gecko," If this guy ran a funeral parlor, no one would die"..it's beyond me why he is still there..
    Mar 12 01:29 AM | 1 Like Like |Link to Comment
  • Union Pacific Just Keeps Chugging Along [View article]
    Good feedback!
    Feb 3 11:52 PM | Likes Like |Link to Comment
  • Why Bother Diversifying, Just Buy Berkshire Hathaway [View article]
    I agree - time window is critical. Also, personally, I would look at cumulative returns (after fees) vs annualized. The cumulative data I see on Google Finance provides a slightly different tale: If I graph BRK.B vs VFINX on Google Finance for 15, 10 yr and 5 years, the only time I see VFINX cumulative performance even remotely matching up is the 5 year period. Here is the data I see:
    Dec, 1999 - Jan 15, 2014 - BRK.B is up over 225%, VFINX is up 28%;
    10 year period: BRK.B is up 101% vs VFINX is up 63%
    5 year period: Berkshire is up 83% vs VFINX is up 107%
    You can also see that Berkshire provides a nice downside protection. Considering all the mutual funds gimmicks, I personally prefer BRK.B or other well conglomerates.
    Jan 15 04:28 PM | Likes Like |Link to Comment
  • 2014 Defensive Growth Companies [View article]
    Nice article and great picks!
    Jan 12 10:41 PM | Likes Like |Link to Comment
  • My Intelligent REIT Picks For 2014 [View article]
    Thank you. Appreciate the great work you do.
    Jan 6 03:44 PM | Likes Like |Link to Comment
  • My Intelligent REIT Picks For 2014 [View article]
    Brad - If you had to pick your top 3 Blue Chip REITs for someone to invest for their retirement, what would they be? I am looking for a REIT or two that I can put money in for next 5-10 yrs, something that you often call lets one "sleep well at night". My guess is Realty Income (O) would be one of them.

    Thanks in advance..
    Jan 1 10:30 PM | 1 Like Like |Link to Comment
  • Oracle And IBM - Dynamic Growth Vs. Brand Power [View article]
    Over the last 5, 10, and 15 year period, per FAST graphs, Oracle has come out ahead in terms of total returns (with dividends reinvested) that equates to shareholder value. The challenge with Oracle is it does higher risk due to the huge bets it takes.. Larry is to Oracle what Jobs was to Apple, its tough to imagine that company without him.. As long he is around, its a sure winner, and will continue to be..
    Jan 1 04:27 PM | Likes Like |Link to Comment
  • Oracle And IBM - Dynamic Growth Vs. Brand Power [View article]
    At a macro level, Oracle is a pure Applications/Software business first, hardware is there to support the software. Oracle very deliberately stays away from services. In contrast, IBM is very a Services business supported by some excellent hardware and software.. When I compare, here is what comes to mind:

    a) Oracle is fundamentally a more profitable business with higher margins. Until 2010, Oracle had margins close to 45%..
    b) IBM handles its equity with a lot of care, i.e. investor friendly. Oracle is NOT.. Larry does what he pleases..
    c) IBM is truly a global brand, Oracle less so..
    d) Oracle takes a lot more risk, makes long term bets. IBM is all about incremental efficiency and runs a very tight ship..

    If I was going to hold 5-10 yrs out, Oracle is definitely a better bet with the risk that if Larry goes anything can happen.. IBM is lower risk and is guaranteed to be around 25 yrs from now..
    Dec 28 01:42 PM | Likes Like |Link to Comment
  • Dear Warren, About IBM... [View article]
    leopardtrader - well said!

    I work in Enterprise Software, the cloud thing to be exact, and a hug fan of Mr Buffett. I was puzzled as well. And then realized, his investment makes sense - there is a reason IBM is the only technology game he is playing. In fact, I think he stated that he has read IBM annual reports for over 50 years.
    As an investor if you had to bet on one global technology company, it would be IBM. It is one of the surest bets if you had an outlook of 10 plus years. 3 reasons:
    a) 100 plus years of navigating technology turns, this company is very likely to be around 50 yrs from now..
    b) Global brand:no one ever got fired for selecting IBM
    c) Exposure to global growth
    d) Investor friendly: Employees of IBM hate it but as investor you have to love how IBM treats and values its stock.. Buffett is big on this, in fact he is ditching Kraft only for this reason..
    Dec 2 01:29 AM | 2 Likes Like |Link to Comment
  • Insiders Make Big Buys At These 2 Small Energy Plays [View article]
    I am looking at the Insider Transactions on Yahoo and all I see is one open market purchase of 1000 shares by Greg Heinlein in Sept. The other transactions is an option exercise. Where is the $1.1m of insider buying? Thanks in advance.
    Nov 29 08:34 PM | Likes Like |Link to Comment
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