jswede

Total Rating:
+2 / -3

156 Comments

    • Mon Oct 27th 23:23 PM | Rating: 0 0
      Commented on:
      Why I Prefer Dividend Paying Stocks
      "Why would anyone want to own a company that doesn't give them anything in return? Why would anyone want to buy that from me?"

      if the company takes what they would otherwise pay in dividend and reinvests it in the company, which then grows sales or makes it more productive etc, in the end increasing earnings significantly, then someone would definitely want to pay you more for your stock.

      said differently, if the company can take the money they'd otherwise pay as a dividend, and invest it for a better return than you could with the dividend itself, you'd rather have the company do that. Your share of a company that can do that will be worth more than the dividend plus the share of a company that can't/won't.

      and total return is why we're all here.
      View article »
    • Thu Oct 23rd 09:06 AM | Rating: 0 0
      Commented on:
      Sirius XM Issues 67 Million Shares to Gain Breathing Room
      "I have a lot of faith in this comany going the distance and rising above the tide eventually. It will take some time and a lot of work on Mel's end, but I don't see Satellite radio going away."

      >>> you need to separate "THE COMPANY" from "YOUR SHARES".... they are not one and the same. The company may very well survive, but that does not mean YOUR SHARES that you own right now will be worth much. I've been saying this for 4 months.
      View article »
    • Thu Oct 16th 10:14 AM | Rating: 0 0
      Commented on:
      Paying Sirius Consideration
      terrestrial radio is not your competition... it's the 60,000+ and growing internet radio stations that you should worry about. (Most of them commercial free, btw)

      no reason an IR can't outbid a debt-laden SiriXM for Stern's next contract. You'll be able to get IR without trying anywhere you want within a few years. You can already get it now anywhere yoiu want, with just a little effort.
      View article »
    • Thu Oct 9th 16:39 PM | Rating: 0 0
      Commented on:
      Treasury Anomalies: Disruptions in the Relationship between Swaps and Bonds
      that's because he is talking about INTEREST rate swaps, not credit default swaps.
      View article »
    • Thu Oct 9th 11:00 AM | Rating: 0 0
      Commented on:
      Ban on Short Sale Ends - Hold Your Breath
      antix, your answer lies with the "E"
      View article »
    • Thu Oct 9th 09:07 AM | Rating: 0 0
      Commented on:
      Ban on Short Sale Ends - Hold Your Breath
      XLF down 31.7% since day after the short selling ban.

      If one cannot sell short, then the only folks who can make a bet a stock is overvalued are those who are long.. and those people went long because they thought the stock was undervalued.

      So you're waiting for people to change their minds about an asset they are long and have a strong interest in appreciating... and when they do it's ugly - the knife just drops.

      No short sellers are restraining the longs' enthusiasm on the way up, and no short sellers are covering to dampen the drop on the way down... it's a recipe for incredible, and itrrational, directional moves.
      View article »
    • Wed Oct 1st 16:54 PM | Rating: 0 0
      Commented on:
      Google Looks Too Cheap to Ignore
      "Let's see. Google is basically an advertising company with a P/E of 27 in a debt based economy that is collapsing. "

      whoa, whoa, whoa..... last I checked they were only 98.9% ad-based revenue... but seriously, you are spot on.
      View article »
    • Fri Sep 26th 14:15 PM | Rating: 0 0
      Commented on:
      Sirius XM On the Rise - Does Microsoft Want a Piece?
      "jswede, you are so full of blank, your eyes are brown. Where do you get this? You are just a fat bald man without a job, sitting behind a computer, knowing absolutely zero about this stock."

      I know a little about the stock - I used to own it and was quite the bull until about 9 mos ago.

      I've got a full head of hair and I sit behind a bloomberg, trading bonds. A little heavier than I'd like, I'll admit.

      and I don't post here everyday. not close.
      View article »
    • Fri Sep 26th 11:57 AM | Rating: 0 0
      Commented on:
      Sirius XM On the Rise - Does Microsoft Want a Piece?
      If MSFT, AAPL, GOOG or whomever come in with capital, exisiting shareholders are done. SIRI has zero leverage in a negotiation and WILL give away most all of its upside in a capital infusion.

      SIRI eventually making it is not tantamount to victory for current shareholders. The stock could go to $10 eventually, but existing shares will be worth on the order of 1/20 after the imminent dilution.
      View article »
    • Thu Sep 25th 15:41 PM | Rating: 0 0
      Commented on:
      Why It's Time for Muni Bonds
      stick with UTGO (unlimited tax general obligation) bonds issued by school districts -- perhaps stay out of FL, MI, OH, CA... the Texas school system uses a Fund to enhance the credit - the Permanent School Fund, or PSF - that's probabaly the best credit in the world - no exaggeration. The fund is bigger than the notional amount outstanding of bonds it "insures"... what's more, no TX schoold system has ever had to lean on the PSF for help... school bonds are about as safe as they come...

      By buying smaller school districts you are also staying away from larger issuers that have been implementing swaps and derivatives that are coming back to burn them (eg Orange Co CA in the 90s and Jefferson AL today)

      As far as imminent defaults per RJK's post, I agree that's an issue that should be addressed. However, Gen. Obl. and Essential Purpose Revenue bonds (ie Water/Sewer) are as safe as they get -- it's hardly a stretch to say that they never default. and if they do, they are usually eligible for aid to keep the cashflows coming while they righten themselves... a municipality can't just declare bankruptcy and close shop like a company can... they need the market for future borrowing so they will act accordingly.

      investinginbonds.com answers a lot of questions.
      View article »
    • Wed Sep 24th 14:26 PM | Rating: 0 0
      Commented on:
      Bill Gross on the Bailout Plan
      this COULD be a great investment for Paulsen's Hedge Fund, but last I heard from him, he was talking about buying at near-par "HTM" levels... that would be a disater.
      View article »
    • Tue Sep 16th 08:44 AM | Rating: 0 0
      Commented on:
      Is Sirius XM Headed the Way of Old Radio?
      "LOL You messed. You should have stayed out of this one JSWEDE. You see now every knows your just a troll, and will never listen to you again. "

      >>> hilarious. anyway, just for the record, I've been talking about IR as potentially damaging competition for SR since the spring. Well before I heard any analysts talk about it. Ask Cos. Now several analysts, including permabull (since $8) Stifel are acknowledging it.
      View article »
    • Mon Sep 15th 17:03 PM | Rating: 0 0
      Commented on:
      Is Sirius XM Headed the Way of Old Radio?
      I really think you are too stuck in September 2008 in your analysis, 163888.... look forward... future.

      Anyway --- I hear you - your comments/thoughts are not without merit, imo. just a difference in opinion about where this is going.
      View article »
    • Mon Sep 15th 16:58 PM | Rating: 0 0
      Commented on:
      Is Sirius XM Headed the Way of Old Radio?
      I don't disagree with your last post all too much, 163888. That is pretty much the current state... but it's all evolving. Listening to IR away from the house was fantasy a few years ago -- as of this summer, I do it all the time.... and I'll say again:

      what's to stop anyone from creating an internet radio station and utilizing the exact same subscription/content platform as SiriXM?

      Much of Siri's problems are that they had to build the infrastructure themselves -- at prices they locked into years ago, when that cost was much higher, and they are still deep in debt from it. IR doesn't have that problem at all - the infrastructure is built - and delivery over wireless improving by the month.

      I am NOT saying IR is going to take over - certainly not anytime soon. I am NOT saying IR is a viable competitor as it stands TODAY.... I AM saying that Sat Radio will have competition going fwd from IR. and Sat Radio cannot afford even a little competition.

      I concur with the author that eventually, IR will win.
      View article »
    • Mon Sep 15th 16:31 PM | Rating: 0 0
      Commented on:
      Is Sirius XM Headed the Way of Old Radio?
      "No specialty shoes, live concerts, sports, howard, oprah, mad dog, and those funny guys. The content will win out. "

      >>> with no debt to deal with, why couldn't a competitor using internet radio pay for content?
      View article »
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