4 Scary Charts Warning Of The Next Financial Crisis [View article]
Indeed it is, MisterJ, which is why DXJ is my favorite.
I don't get why some folks overcomplicate this. We have a fairly unique situation where the Fed will do QE until unemployment is below 6.5%, and the BOJ will do QE until inflation is over 2%. How often in history do central banks telegraph exactly what they are going to do, and for exactly how long. But half the people I talk to are trying to plan for some unknown future, as opposed to something we are completely certain will happen for the next 6-12 months, at least.
4 Scary Charts Warning Of The Next Financial Crisis [View article]
Charts are really good ways of predicting the past.
As far as what's going on, well, the reality is that the BOJ is buying everything in sight, which is driving up the Nikkei. You can actually verify this by looking at the price of the Nikkei. And the BOJ has said it will continue to do this until 2% inflation is reached.
Which means that the most sensible way to play this is by going long EWJ or (my favorite) DXJ.
It really isn't that hard when the central banks tell you exactly what they are going to do.
The Case For A 100% Dividend Stock Portfolio [View article]
Mmmmm... I like Nestle. For some reason your graphic doesn't show one of their best products (or I missed it) - Nespresso.
I think focusing on dividend stocks is fine. I tend, though, to look at my portfolio as a whole. I want an average yield in the 4-5% range. Since I can get over 6% with a mix of bonds, preferreds, MLPs and REITs I am willing to be a lot more flexible on dividends with my commons.
More on the Q1 GDP (first estimate) miss: Government spending slowdown continues, with real federal government spending off 8.4% vs. 14.8% in Q4; defense spending off 11.5% vs. 22.1%. Real PCE +3.2%. Nonresidential fixed investment +2.1%. Real exports +2.9%, Real imports +5.4%. Real final sales +1.5% vs. 1.9% in Q4. Inventories added 103 bps to GDP in Q1 after subtracting 152 bps in Q4. SPY -0.3% premarket. The long bond pops half of a point. TLT +0.8% premarket. (full report) [View news story]
The only true path to prosperity is the mindless repetition of soundbites from CNBC talk show hosts.
Why Just About Everything Most Investors Do Is Wrong [View article]
When my great uncle died they found a huge pile of stocks in his files of companies that had gone out of business years earlier. That's the thing about anecdotes - sometimes two people who seem to have done the exact same thing get totally different results.
But I totally agree that buying high and selling low is not a good strategy.
Exelon Corporation (EXC) declares $0.31/share quarterly dividend, 41% decrease from prior dividend of $0.525. Forward yield 3.33%. For shareholders of record May 15. Payable June 10. Ex-div date May 13. (PR) [View news story]
Gold's Crash, Europe's Woes Signal Global Decline: Companies To Watch [View article]
Funny stuff. It was only a couple of years ago that people were talking about using the euro for a reserve currency. Ooooooops!
QE can go on for a long time. Yeah, yeah, everyone talks about debasing the currency, yardy yardy yardy. But so far, it hasn't happened. Nor has inflation. Whoa! Here we are in the 3rd round of QE and the sky has not fallen. Who could have predicted that???
The reason I am not a doom and gloomer is because central banks are pumping too much money into the global economy for a collapse. Maybe next year, or the year after. But not now.
Are Municipal Bonds Currently A Good Investment? [View article]
This may be true, but assumes the choice is between short-dated AAA munis and CDs. If an investor is willing to look simply at investment grade munis and go out a few years, then the muni yields average closer to 4% (at least for VA). I'd much rather have a 4% muni maturing in 2025 than a 1.7% CD. That said, I think the muni space is still somewhat crowded.
"The best run company in the industry" whose "run could be far from over," Jim Cramer says of Kinder Morgan Partners (KMP +0.9%). The main reasons he likes the MLP: It has little exposure to fluctuations in the spot price of commodities; it's "a fabulous business to be in" to benefit from newly discovered U.S. oil and gas deposits; and the 5% yield is more than triple the return from 10-year Treasurys. [View news story]
I'm with you, fcchamb. The original SA blurb didn't mention dividend (or distribution), just yield. I though it was, well, unusual for someone to start yelling that it wasn't a dividend.
I also think that if people can't figure out how to do the taxes on any of their investments, they need to either learn how, hire someone who knows how, or to never invest in that sort of product.
The only thing I don't like about K-1s is that they arrive late.
Transocean: This Driller Is A Good Long-Term Value Investment [View article]
RIG currently has no dividend. Whether to reinstate, and at what level, will be decided at the annual meeting in May. If I recall correctly, it will also require cantonal approval.
Dr. Marc Faber's Gloomy Market Outlook [View article]
4 Scary Charts Warning Of The Next Financial Crisis [View article]
I don't get why some folks overcomplicate this. We have a fairly unique situation where the Fed will do QE until unemployment is below 6.5%, and the BOJ will do QE until inflation is over 2%. How often in history do central banks telegraph exactly what they are going to do, and for exactly how long. But half the people I talk to are trying to plan for some unknown future, as opposed to something we are completely certain will happen for the next 6-12 months, at least.
4 Scary Charts Warning Of The Next Financial Crisis [View article]
As far as what's going on, well, the reality is that the BOJ is buying everything in sight, which is driving up the Nikkei. You can actually verify this by looking at the price of the Nikkei. And the BOJ has said it will continue to do this until 2% inflation is reached.
Which means that the most sensible way to play this is by going long EWJ or (my favorite) DXJ.
It really isn't that hard when the central banks tell you exactly what they are going to do.
The Case For A 100% Dividend Stock Portfolio [View article]
I think focusing on dividend stocks is fine. I tend, though, to look at my portfolio as a whole. I want an average yield in the 4-5% range. Since I can get over 6% with a mix of bonds, preferreds, MLPs and REITs I am willing to be a lot more flexible on dividends with my commons.
More on the Q1 GDP (first estimate) miss: Government spending slowdown continues, with real federal government spending off 8.4% vs. 14.8% in Q4; defense spending off 11.5% vs. 22.1%. Real PCE +3.2%. Nonresidential fixed investment +2.1%. Real exports +2.9%, Real imports +5.4%. Real final sales +1.5% vs. 1.9% in Q4. Inventories added 103 bps to GDP in Q1 after subtracting 152 bps in Q4. SPY -0.3% premarket. The long bond pops half of a point. TLT +0.8% premarket. (full report) [View news story]
Why Just About Everything Most Investors Do Is Wrong [View article]
But I totally agree that buying high and selling low is not a good strategy.
Exelon Corporation (EXC) declares $0.31/share quarterly dividend, 41% decrease from prior dividend of $0.525. Forward yield 3.33%. For shareholders of record May 15. Payable June 10. Ex-div date May 13. (PR) [View news story]
Gold's Crash, Europe's Woes Signal Global Decline: Companies To Watch [View article]
QE can go on for a long time. Yeah, yeah, everyone talks about debasing the currency, yardy yardy yardy. But so far, it hasn't happened. Nor has inflation. Whoa! Here we are in the 3rd round of QE and the sky has not fallen. Who could have predicted that???
The reason I am not a doom and gloomer is because central banks are pumping too much money into the global economy for a collapse. Maybe next year, or the year after. But not now.
Gold's Crash, Europe's Woes Signal Global Decline: Companies To Watch [View article]
Are Municipal Bonds Currently A Good Investment? [View article]
"The best run company in the industry" whose "run could be far from over," Jim Cramer says of Kinder Morgan Partners (KMP +0.9%). The main reasons he likes the MLP: It has little exposure to fluctuations in the spot price of commodities; it's "a fabulous business to be in" to benefit from newly discovered U.S. oil and gas deposits; and the 5% yield is more than triple the return from 10-year Treasurys. [View news story]
I also think that if people can't figure out how to do the taxes on any of their investments, they need to either learn how, hire someone who knows how, or to never invest in that sort of product.
The only thing I don't like about K-1s is that they arrive late.
Transocean: This Driller Is A Good Long-Term Value Investment [View article]
Peabody Energy (BTU): Q1 EPS of -$0.05 beats by $0.09. Revenue of $1.75B (-14% Y/Y) misses by $0.03B. (PR) [View news story]
A Big Market Drop Makes These Below $8 Oil Stocks Too Cheap To Ignore [View article]
3 Moves To Make On The Verge Of Market Panic [View article]