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  • International Paper: 5% Yield And On Sale Today  [View article]
    wow, Ray - I believe he's referring to you as a Pundit.

    mjtroll1, I believe you are saying that a stock's value is Only correlated to its price? Can you narrow that to a window of time?
    Feb 5, 2016. 12:03 PM | 1 Like Like |Link to Comment
  • International Paper: 5% Yield And On Sale Today  [View article]
    Thanks, Ray - IP was one o' my buying-sale-prices winners when it dipped below $40, imagine the superior-half's reaction to no (divvie) Christmas goodies And this and all other's precipitous drop celebrating New Year's Eve.. it weren't pretty, LOL.

    But it looks rosier than others, and hope GM's new offering cause due interest from mr. market.. that said, I've already been cut off from any more 'bargains' for '16, prolly just as well (budgeted a bit more -~200%- for flowers).

    Boring would Definitely be a step in the right direction, but damned if -I- can see what play woulda' avoided this blizzard. <sigh>
    Feb 1, 2016. 07:29 PM | 1 Like Like |Link to Comment
  • Time to bet on big U.S. banks - Barron’s  [View news story]
    da bank bears is spoken, heheh.. good luck all (rocky Short term can be uncomfortable but the grumps love 'em)
    Jan 31, 2016. 01:08 PM | 2 Likes Like |Link to Comment
  • What Is The Deal With Wells Fargo's Stock?  [View article]
    well, that's what I was trying to get at, in my typical round-about way - I get that you and others prefer JPM, but y/y hasn't impressed much for a Few quarters so it's hard to understand why.

    I can compare sections (WFC: consumer = %+/- then y/y, JPM: consumer = %+/- then y/y then C: consumer = %+/- then y/y, etc. through the business lines) and Do so, but thought you might be able to do an extract, if you think there is value in it to readers.

    Jan 15, 2016. 04:28 PM | 1 Like Like |Link to Comment
  • What Is The Deal With Wells Fargo's Stock?  [View article]
    Since you have the numbers boiled, Chris, a compare-contrast across WFC-JPM-C would be Very welcome, as many investors have trouble seeing the y/y downs yet positive spin for one as opposed to the y/y flat (not down) and barely positive on another.
    Jan 15, 2016. 03:09 PM | 6 Likes Like |Link to Comment
  • Union Pacific Corp. Selloff Overdone  [View article]
    Clear and concise, Ray, as always -- Thanks for your sound analyses
    and plus 1 on the chicken little reference Peace - I know I'm a bit punch drunk over the last six months.. trying to make sense of these moves is disheartening..
    Jan 13, 2016. 12:35 PM | 1 Like Like |Link to Comment
  • Banks Have Been Battered In 2016--Will Earnings Pile On?  [View article]
    "WFC shares were smacked some 10% in 2015 and are up just a smidge from its recent bottom hit in late August. Shares are struggling to recover the 8%-plus that's been erased since the beginning of the year."

    Having trouble following here - the 47.75 52w low has remained throughout 2015, they never hit that number Again, though August was a near thing. They briefly went below $50 this last week, but again, not 47.75. To what are we attributing the 2015 "10% loss", the year's high?

    apologies if I'm missing the obvious, it won't be the first time.. for the record, I see 1.8% up for the year (abysmal, but given the joy that was '15..).
    Jan 13, 2016. 12:09 PM | Likes Like |Link to Comment
  • KBW: Rare buying opportunity in Wells Fargo  [View news story]
    congrats to everyone that got in on the sale price!
    Jan 13, 2016. 01:30 AM | Likes Like |Link to Comment
  • These Stocks Are Proven Over Time: Wells Fargo & Co.  [View article]

    and the closed, prime-location shoppes of failed competitors can be had at a fair price I hear..


    (apologies, Ted, I promise to shut up now -- Thanx again for a Great summary and... Happy New year!)
    Jan 1, 2016. 09:44 AM | 1 Like Like |Link to Comment
  • These Stocks Are Proven Over Time: Wells Fargo & Co.  [View article]
    "There could also be potential for overseas acquisitions"

    MHO, that would be Definitely.. agreed about core, but their current position is to simply do it again, in other (distant) places.. same bank, with Correct staff (and attentive ears to their voices), now in UK..

    film at eleven..
    Jan 1, 2016. 09:34 AM | 1 Like Like |Link to Comment
  • These Stocks Are Proven Over Time: Wells Fargo & Co.  [View article]
    my Grandmother in 1986, a bequest of $6+k (Grampa taught me investing -as you said- it was Quite a lot of money Then, a sixteenth of what he amassed and after gramma lived from it for 14 years)
    >$1k to my unfortunate first marriage ceremony..
    remainder to.. ah Hell.. You Guessed!!
    See, spreading your 'exposure' was Not common knowledge then - I had friends that still had Paper GM stock certificates when.. uhmm.. yeah, it doesn't always turn out good, does it.. (GM was 'safer' than guv'm't securities at one time, "if we get Nuked, GM will be makin' tanks!" lol)
    Jan 1, 2016. 09:16 AM | 5 Likes Like |Link to Comment
  • These Stocks Are Proven Over Time: Wells Fargo & Co.  [View article]
    well put, ODJennings, But:
    naahh, it's now about trust.. are you willing to live with 8-ish percent against historically they-can-survive-anything negative exposure, or should you put your money elsewhere for easily better returns against harsher negatives..
    The gains we see going forward will easily exceed 13x, as that is Historically low for a solid company. Where do you put your set-and-forget money? Is it WFC in a Big way (read Big players).. -Because they survived the FiCri unscathed as opposed to Previously Loved set-and-forget Citi that became what it.. is.. in the same time period?
    That is where the money is, Long.. and a hard gamble at current fair pricing, with no indication of exemplary returns to cause a leap in price/sh.

    or... maybe it'll all go to Jamie..

    good luck.
    Jan 1, 2016. 08:20 AM | Likes Like |Link to Comment
  • These Stocks Are Proven Over Time: Wells Fargo & Co.  [View article]
    MHO, it looks as though JPM's intrestin' manipulations to help them look better through FiCri are finally over, and they -definitely- show a better short-term upside.

    The recommendations from Ted, here, and Many others tend toward the vault level of security (pardon the pun). JPM may well reach that level again, but WFC hasn't wavered through, categorically, the worst thing to happen to the banking sector since the Other Great one.

    Either are a safe-ish bet, but in my biased 5yr view, after observing the sector through the worst-possible-scenario, there is a clear winner, and it isn't JPM. But if you are Not buy-and-forget, JPM might be the better investment (my ex JPM's now live at USB, so clearly I am no shorter-term expert.. did I mention that 2015 won't be my favorite investment year?).

    I personally expect WFC to be back at their 8% no-matter-whut in '16, with some nice surprises in '17, so shorter view WFC '16 may not impress.

    but I am (conservatively) biased, and strangely comfortable with my forever-8% + DRIP strategy for this unpopular sector investment.
    Jan 1, 2016. 07:50 AM | 3 Likes Like |Link to Comment
  • These Stocks Are Proven Over Time: Wells Fargo & Co.  [View article]
    monitor, and Loudly, as a shareholder, but they have been very transparent about the percentage of loans in the sector (~2%) and boast about their enviable experience in that market, i.e. their 50 years take in nearly All of the historic windfalls And crashes. I am clearly biased, but I conclude that WFC is painfully conservative, the energy sector shouldn't be a cause for concern due to that previous considerable experience in that gyrating sector, but if I am wrong, it is posited elsewhere that the Total represents 2¢ of EPS.
    Jan 1, 2016. 06:57 AM | 1 Like Like |Link to Comment
  • These Stocks Are Proven Over Time: Wells Fargo & Co.  [View article]
    I call BS, my parents paid $15k for their 'nice' 970 sq ft full basement house in
    wait for it
    and no it wasn't shiney LA, it was midwest.

    regardless, if he had chosen $1k, the numbers would have been Just as telling, which is to say - Stunning.
    Jan 1, 2016. 06:47 AM | 9 Likes Like |Link to Comment