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  • Visa: The Way Tomorrow Works Is Wearable And Biometric Tech [View article]
    OK so why don't you hold the stocK? If it is that good shouldn't you have some?
    Oct 10, 2015. 02:32 AM | 1 Like Like |Link to Comment
  • Margin Pressures = Subdued L-T Equity Returns [View article]
    thanks for this article
    Oct 7, 2015. 05:24 AM | 1 Like Like |Link to Comment
  • HSBC: Should You Buy This 7% Yielder? [View article]
    Thanks for the article, always nice to have a rosy view point to counteract my own. yapkk is right though. Also HK is currently being marginalised by Beijing, so the value of investments there is going to diminish. The bank in HK is a shambles, so going forward there needs to be even more restructuring, not just outing 40_40s. In the UK retail clients do not have the full range of services I was expecting from my bank, which led me to take my business elsewhere. So on the retail side this condems them to having only clients who are there because they are too lazy to move elsewhere. WHile I appreciate that retail is the tail on this dog, it means that large corporate companies will not look to HSBC as a first choice. While I am long HSBC I feel there is much to do to make it a truly competative bank in the years to come, and therefore am not reinvesting as I feel there are better places to use the dividends. HSBC is on my watch it closely list.
    Oct 7, 2015. 02:33 AM | 2 Likes Like |Link to Comment
  • It's Best To Ignore Market Tantrums [View article]
    I never get tired of doing the same thing over and over again. There may be a psychiatric diagnostic code for that sort of thing!

    Isn't that classical psychopath? Anyway, works for me
    Oct 5, 2015. 01:26 PM | Likes Like |Link to Comment
  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors [View article]
    I think your article has a lot of merit, except that people are lemmings, and that Apple and Microsoft Windows are triumphs of marketing over common sense
    Oct 2, 2015. 11:59 AM | 1 Like Like |Link to Comment
  • Will BP Cut Its Dividend? [View article]
    Cash waiting for the dividend cut, I would like to take advantage of the people who sell off. Ask yourself before selling stocks "would I buy this company now". In other words reexamine the fundamentals. If the answer is yes, then don't bother to incurr the trading costs.
    Sep 26, 2015. 03:22 AM | Likes Like |Link to Comment
  • It's Always Something, So Dividend Growth Investors Best Be Prepared [View article]
    thanks, I appreciate someone who has skin in thegame.Don't be too annoyed about August, 20/20 hindsight is a wonderful thing
    Sep 25, 2015. 02:21 AM | 1 Like Like |Link to Comment
  • Let Lockheed Martin Put Some Military Power Into Your Dividend Portfolio [View article]
    the point about China was that they are becoming far more competent. Nato allies are going to have to increase their R&D spending ratio. This would mean les left far divis. next people like Canada do not have to buy from the USA, they could buy from Europe. I also respectfully point out that BA.L is a pure defense play. Long LMT, but if Clinton becomes Persident, I will probably run for the hills.
    Sep 24, 2015. 12:50 PM | 1 Like Like |Link to Comment
  • Let Lockheed Martin Put Some Military Power Into Your Dividend Portfolio [View article]
    I would be more impressed with your analysis if you included Boeing (BA) and BA.L for the comparison. Also I don't think competent board members will increase divis just for a nice warm snuggly feeling, there needs to be a compelling business reason to do so. I would not be surprised at all if any increase is below your guess.LMT needs to invest to keep up with the game, and the competition is getting stronger. I note you didn't mention China who have increased their spending on military research exponentially, and are developing very competant systems. They are also chasing a capable jet engine. Unless companies like LMT step up, people will soon buy competitors equipment. For instance I saw yesterday Canada is thinking of buying a less expensive plane than the F35, (Raphael perhaps?) which of course should bring European "defense" companies into your thinking as well. Any chance you could do another article looking across the whole spectrum of military contractors?
    Sep 24, 2015. 03:41 AM | 3 Likes Like |Link to Comment
  • Lockheed Martin: Protecting, Defending, And Profiting [View article]
    Long LMT. What about their recent divestments, how are they going to affect the company?

    BTW, I reckon, just telling people you can't be held liable, won't stop them trying!
    Sep 22, 2015. 02:53 PM | Likes Like |Link to Comment
  • Citigroup Owners Should Switch To HSBC [View article]
    I guess from this article that you have not spent much time in China, or Hong Kong?
    HSBC in HK is a shambles. It's IT department are not up to the job. I have talked to many HSBC customers who shared my experience, that HSBC talks a good talk, but cannot deliver. In HK they have got rid of many of their experienced staff, (OK they were overstaffed, but they cut the wrong guys), when you ask questions the staff that are left cannot answer them adequately, and frequently never do. The staff are generaly friendly and try to be helpfull, but the bank has a complicated structure and so much is going wrong their internal phone network is constantly busy. Standard technique to dialing an internal extension is to dial many times. Most of the Asia revenue comes from HK, HSBC is not very noticeable outside the Sattelite city of HK. The Chinese government is trying very hard to marginalise HK, (other free trade zones, deep water ports etc) as the HKers want to stick to the deal the Chinese struck in 1997 as they are scared of the Chinese poeple wanting what HK had and is still fighting for. So why do I hold stock in HSBC? Not sure and getting more towards the jumping off point every day. I would truly like to see this stock rise but until they sort out their Asia infrastructure they are going to struggle to rise in this area.
    Sep 22, 2015. 02:43 PM | 4 Likes Like |Link to Comment
  • Diageo: What Could The AB InBev-SABMiller Deal Mean? [View article]
    I think your graph of revenues would have more meaning to me if it was in the home currency of the company, £ stirling. Hasn't the US$ risen in the recent past against the pound? If so that would affect your graph. Next you seem to be worried about Africa, however a quick glance at their website tells me this represents 10% of the overall. Asia Pacific is 11.2%. Neither area is going to reduce their consumption significantly, as more and more people in those regions can afford to drink. While some people might switch from Guiness to a cheaper brand it would be a mistake to reduce the price of the premium brand. It would encourage people to switch more not less. The higher price is part of the moat that the competitors will have difficulty crossing. True Diageo could introduce a similar product at a lesser price but this has costs, like less efficiency. Personally I don't think the merger will affect Diageo as much as personal wealth in their markets. Hopefully this will improve for all.
    Sep 22, 2015. 02:34 AM | Likes Like |Link to Comment
  • A Test For The Bears [View article]
    how does this match with "relax and have a glass of wine"
    Sep 21, 2015. 02:41 PM | 9 Likes Like |Link to Comment
  • National Grid Offers Both Capital Appreciation And A Steady Stream Of Dividends [View article]
    I sincerely hope they do not make it. BUT..... people who are currently 13 to mid 50s will not have lived through the worst that the left morons will produce. I remember buying a house and in a short time the idiot chancellor increased my mortgage to more than my salary. Thank heaven I knew he wouldn't last... but it was rough for a while. Inflation was the saviour!!! ALso JC will pass power to the unions, which means more strikes etc etc. When you are young being a socialist is a good ideolgical viewpoint. When you are older the same applies, but older people also realise that it does not work, as an important person once said
    "you eventually run out of other people's money" Unfortunately the people who have never seen it will want to believe "it will be different this time" ...and repeat history. So I am not taking the threat of the loony left lightly.
    Sep 20, 2015. 10:28 AM | 2 Likes Like |Link to Comment
  • BP - Are Investors Serious? [View article]
    I made shed loads on BP. Bought in when the hoo ha of GOM went mad, sold when it rose, bought back in when it crashed again, sold, rinse and repeat. Now out completely, i would love to like BP but not convinced
    Sep 19, 2015. 02:51 PM | Likes Like |Link to Comment