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TheBaronInvesting

TheBaronInvesting
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  • Periodic Table Of Dividend Champions [View article]
    Really great way to look at it, find out-liers and discover why they are where they are. Pick the best by your own metrics and run with it. Good article.
    May 10 05:47 PM | 1 Like Like |Link to Comment
  • Keeping It Simple: 4 Stocks To Keep Forever [View article]
    I think GE continues and will continue to be a strong pick for these sorts of articles. Many give them a hard time becuase of the inflated financial numbers they posted before the crises (inflating P/E as the growth prospects were exaggerated) and the large losses many took when this percieved financial growth was stubbed by the financial crises. But when you look at earnings and the strength of all business segments, including the financial arm, you see a strong company that is leveraging that strength to provide lower cost financing. I think that's a great strategy. They hurt just as bad as every financial institution, but the strength of the overall company helped keep it afloat. The shareholder losses were more to overzealous growth expectations. Going forward we should be able to expect consistent growth and strong payouts. Like every "forever" stock, its all about grabbing them at resonable valuations, which I believe GE represents right now. Long GE.
    May 10 02:52 PM | 2 Likes Like |Link to Comment
  • ROIC: Stock Your Portfolio With The 'Breakfast Of Champions' [View article]
    I am commenting so I can find this article later, very well done. Also, is there an easier way for me to "favourite" an article so I can look at it again later?
    May 7 02:49 PM | Likes Like |Link to Comment
  • VYM: The Best High Dividend Yield ETF? [View article]
    Good article. I have been considering a single ETF for my US exposure in my portfolio, so I can focus on my Canadian individual company picking. Something like this might be a good fit. Do you have any recommendations for ETF's of world stocks?
    May 7 02:45 PM | 1 Like Like |Link to Comment
  • Unilever Is Doing Interesting Things [View article]
    To be fair, when a person purchases a stock based on research, a good deal of their time is spent studying competitors. I don't see the harm in publishing articles based on their research. Sometimes a true believer in a company is also bullish on the sector (and thereby some competitors). Besides, there is no way to know when he purchased. At the time JNJ and/or PG were better values, or the more obvious decision.... Doesn't mean Unilever doesn't present the best value right now. I was particularly interested in the Africa exposure, I've been looking for a good way to play that market, and I for one have a new stock for my watchlist.
    May 3 09:08 PM | Likes Like |Link to Comment
  • Apple's Juggernaut [View article]
    I'm not a big fan of Apple, but I can respect a great decision. Well played good sir.
    Apr 24 09:16 PM | 2 Likes Like |Link to Comment
  • Investing In Smartphone Failures [View article]
    I like the premise you present in that article, but I think we are disagreeing about just how easily other device makers can copy Apple's easy to use software interface and the size of Apple's current high end smartphone market share potential. But when it comes right down to it, I didn't think Apple would be able to sustain such a large portion of the high-end computer market and I was wrong. The big question is if the large smartphone makers of the world will be able to compete with Apple better than the PC manufacturers. I think they will be able to, especially if the market share unfolds similarly to the PC market. Apple just managed to jump on board with their strategy before the market fully saturated, and got the high end market growing first. They won't hold the market share they have now with this strategy in the future, as I mentioned in my response above, but they may just hold their profit share, similar to their PC division in the PC market. Excellent points.
    Apr 20 03:01 PM | Likes Like |Link to Comment
  • Investing In Smartphone Failures [View article]
    I don't see Apple holding on to the market share, or the profit margin's that they have been enjoying. As they move to diversify their products, the expenses will start to pile up. Apple's iPhones have been old phones packaged with top-notch proprietary software... As companies start to imitate those features, Apple is forced to choose between continuing to put out sub-par phones with diversifying features (easy for competition to encroach on), or pour money into (finally) producing truly cutting edge technology with new features (thereby alienating the mass market). Either they start burning cash expanding R&D, or they risk people moving on to new phones with better technology and similar features. Apple's normalized profit share in the next 5 years will look much more approachable, and I see there being the top 4 vying for top spot, including RIM. But my crystal ball isn't working, so only time will tell.
    Apr 19 02:57 PM | Likes Like |Link to Comment
  • A Deeper Look At American Capital Mortgage [View article]
    Thank you for this article! I was wondering how their mortgages were divvied up.
    Apr 17 10:37 PM | Likes Like |Link to Comment
  • What Makes AGNC Different? [View article]
    Do you have any analysis on MTGE? I've been really curious about it, but i'm not sure how it measures up to its sister-fund AGNC, or the similarly non-agency focused REITs.
    Apr 16 08:08 PM | Likes Like |Link to Comment
  • Half-Baked Competition For Apple [View article]
    Totally agree about the price point argument. Apple has always been about packaging medium spec, high price products for consumer that want an integrated experience. There are low and medium price points that consumers would react to. Everyone and their cousin pushing poor to high quality for the same price point defeats the purpose. Especially when you don't have the same integrated experience for users that Apple delivers... I just hope they change strategies soon. Long RIM.
    Apr 12 10:29 AM | Likes Like |Link to Comment
  • Investing In Smartphone Failures [View article]
    I am long RIM because the engineers I know, and my personal research on the software behind BB10, makes me a strong believer in RIM being the 3rd (or 4th) in the consumer market, but competing diligently for 1st or 2nd in the business market. There is simply no comparison between the robust qualities of that software, or the IT solutions network that RIM has been pioneering. Though my hopes are (obviously) dashed by the late entry of its products and the speed that consumers moved to shinier phones, I don't doubt for a second this company can turn it around. They have the best engineers from across Canada. So long as they have some marketing talent ready to get these products out to the world once they're ready, they will be just fine.
    Apr 11 02:47 PM | Likes Like |Link to Comment
  • Shorting American Capital Agency Corp. [View article]
    Hey JohnWayne, I am curious why you chose to go long MTGE instead of AGNC? I am looking seriously at MTGE, but cannot decide if they can create the same value and hedge as powerfully as they do with AGNC. Can you shed any light on this and/or your reasons for buying? Any help from yourself or other commentors would be much appreciated.

    Long AGNC.
    Apr 10 08:51 PM | Likes Like |Link to Comment
  • Shorting American Capital Agency Corp. [View article]
    I was searching the comments to see if anyone pointed this out. AGNC creates value with its equity offerings, which is why AGNC has been suffering smaller and smaller slides with each successive announcement. Some, like myself, get more bullish with each offering and see it as a buying opportunity... Though as more people catch on, these opportunities get further and further apart. Long AGNC.
    Apr 10 08:50 PM | Likes Like |Link to Comment
  • Shorting American Capital Agency Corp. [View article]
    Well, if only articles earn money based on comments. I've never seen so many people disagreeing and commenting on such a small article. But you definitely get views when your talking about such a well respected stock. And you'll force comments when shorting one that most observers (and many here on SA) would consider best of breed in a top-pick sector of mREITs. AGNC has done well, and will continue to do well so long as short term interest rates stay low (which is bound to happen... In a year or more). They have some of the best hedges around, deal in quality instruments, and leverage themselves (and their equity) to create tremendous value. Shorting a stock like this was an awful call... But to each their own. For me? Long AGNC, and considering going long NLY.
    Apr 10 08:44 PM | Likes Like |Link to Comment
COMMENTS STATS
222 Comments
238 Likes