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timddeb

timddeb
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  • MasterCard: A Global Technology Stock For Every Long-Term Investor [View article]
    I would think that is a good idea, but being in Asia I think it more likely China will just ignore the ruling. I would not be surprised if they start up their own rival.
    Feb 25 09:16 PM | Likes Like |Link to Comment
  • The Least Understood Dynamic In Today's Economy And What It Means For Investment Assets [View article]
    first they scoff......
    Feb 22 10:37 AM | Likes Like |Link to Comment
  • The Least Understood Dynamic In Today's Economy And What It Means For Investment Assets [View article]
    well it does come out of the sky at fairly regular intervals
    Feb 22 10:35 AM | Likes Like |Link to Comment
  • Dumb Investment Of The Week: Dividend Funds That Aren't [View article]
    SDIV?
    Feb 22 03:33 AM | Likes Like |Link to Comment
  • The Least Understood Dynamic In Today's Economy And What It Means For Investment Assets [View article]
    Goping back to your first graphic I would like to add a question, based on what is happening in China. The nation now has a problem in that Chinese workers are demanding, and getting higher wages. They will no longer work for a bowl of rice a day. Much of the workforce is relatively unskilled, (I have just spent considerable time reworking the final result of work done in a Chinese factory). The result of this is that goods from China are becoming more expensive and some manufacture of Widgets is returning to USA and Europe. There is even a UK firm exporting Noodles to China. As the RNB rises it will become more advantageous to manufacture in the USA. Cheap raw products, which China has to import, like steel, Oil, coal, aluminium etc will also have an impact. This will feed back into your first graphic and lessen the amount of good imported. If the goods are then made elsewhere, say Africa it will strengthen the dollar as a reserve currency, if the goods are made in the USA it will maintain the status quo. One effect of QE has been to kick start this trend.
    The sophisticated investors you mention are the ones who jump out of windows at quarter end when the chickens come home to roost.
    Feb 19 07:37 PM | 1 Like Like |Link to Comment
  • The Least Understood Dynamic In Today's Economy And What It Means For Investment Assets [View article]
    Enough Water?
    Try Scotland England, wales, France, Germany, Northern Spain.........
    Feb 19 07:23 PM | Likes Like |Link to Comment
  • The Least Understood Dynamic In Today's Economy And What It Means For Investment Assets [View article]
    In China and Hong Kong (part of China) there are daily adverts for property in the London UK, another way the rich are moving their money abroad. When a T bill matures, another gets issued!
    Feb 19 07:20 PM | Likes Like |Link to Comment
  • Verizon: 'Best Of Breed' 4.5% Yield Pick [View article]
    Moody thanks for your input to my thought process. What is worrying me is
    VZ
    A/ Price war.
    B/Price war.
    C/ Debt.
    VOD
    A/ Impending price war
    Feb 19 06:57 PM | Likes Like |Link to Comment
  • Should I Buy A Stock At Its 52-Week High? [View article]
    I struggle with this a lot. For example I have a good chunk of Money in Naga Corp and in 18 months I have done remarkably well. I keep looking at the stock with a view to adding to my portfolio. I do the sums, note that the ROI has dropped unless the divi goes up, which it should bearing in mind the increase in profits. I look at the guidance and note the analysts say it has 20% upside which always makes me nervous, and then I get sensible and analyze on where I think it is going to go. If as always it is at a high I am not affected by that, I merely work on what I think will happen to the stock. I do this on several other of my stocks as well. Every time I review my portfolio the primary question is what do I think will happen in the future. I haven't added to my Naga stocks for quite a while now.
    Feb 19 06:53 PM | Likes Like |Link to Comment
  • Verizon: 'Best Of Breed' 4.5% Yield Pick [View article]
    I was planing to hold my VZ stock out of the VOD distribution until I realized how many VOD investors intend to dump the stock. In fact many of the brokers are even offering free trades to do so. I am worried that after the distribution VOD and VZ will both look like a bloodbath. I am now considering dumping VOD early and wating for the drop
    Feb 18 11:08 PM | Likes Like |Link to Comment
  • War Profiteering: An Investor's Guide [View article]
    thank you look forward to reading your conclusions
    Feb 17 09:13 AM | Likes Like |Link to Comment
  • Banco Santander: Positive Developments For This 7.6% Yielder [View article]
    when a stock goes ex divi the total assets reduce by the amount that the company pays out. True in a strong market the SP often recovers but nevertheless the divi does reduce the value of the company. Almost everyone takes the extra shares as otherwise they pay the Spanish witholding Tax of 21%Over the last two years there has been a VERY rough issue of one share for every 34, so 3% more shares and then another 3% of the larger no. so around 7% extra shares in circulation?
    Feb 17 09:11 AM | 1 Like Like |Link to Comment
  • Banco Santander: Positive Developments For This 7.6% Yielder [View article]
    6228371 I like your comment. Does the fact the the divis are mostly new shares issued affect the math(s) at all?
    Feb 17 01:00 AM | Likes Like |Link to Comment
  • Banco Santander: Positive Developments For This 7.6% Yielder [View article]
    Hears what he wants to hear and disregards the rest. Slighty different I think, and more true
    Feb 17 12:56 AM | Likes Like |Link to Comment
  • War Profiteering: An Investor's Guide [View article]
    Would you care to comment on British Aerospace and why have you left out the Chinese defense stocks? No reason not to profiteer by buying both sides is there?
    Feb 16 07:36 PM | 1 Like Like |Link to Comment
COMMENTS STATS
310 Comments
203 Likes