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BlueOkie

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  • Are Streaks And Current Yields The Best Metrics For Dividend Growth Investors? [View article]
    Kleinschmidt, manager of Tocqueville is the expert I paraphrased.
    May 20 01:33 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    We have 10,000 people a day turning 65 and retiring. Where else are they keeping the bucks except in CD's and Bonds? Low rates will be around for some time. The unemployment rate of 7.5% is a joke and more like 14%. Inflation stays low if labor stays cheap. I fear the EPA raising energy prices and that keeps us in recessionary typy economy for a couple of years. Oil may not think so but the rest of the commodities like gold feel inflation is not coming back anytime soon.
    May 20 08:59 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Rates are ludicrous unless you are taking out a mortgage!
    May 20 08:55 AM | 2 Likes Like |Link to Comment
  • Are Streaks And Current Yields The Best Metrics For Dividend Growth Investors? [View article]
    Excellent article. Step one for me is selection criteria. I want low costs and low taxes. Two: I look at different criteria. For example I looking at total growth not only in dividends but price of the stock. According to one expert, yield of 1.5% to 2.5% with payout ratio's of ~40% of earnings; have the overall best return. OFcourse one needs to look at the balance sheet and see where the other 60% of earnings are going-cash, R&D, etc.
    Once I selected the stocks then I look at deployment of the stocks into the ten sectors of the S&P 500. I don't want to be lopsided and try to distribute among the sectors. My goal isn't how much did the dividend increase but rather how much did my total return after expenses and taxes increase.
    May 20 08:46 AM | 1 Like Like |Link to Comment
  • Further Analysis Of The 40 Stock Portfolio [View article]
    My understanding of the EF is a little different. I thought it was x-axis of risk and y-axis of return and the zero risk was T-Bills and whatever their current return is - about 2% today.

    Then took different assets, stocks or other investments and plotted along the line using the x and y points. It said for the additional risk (x-axis) that one needed the additional return (y-axis).
    May 19 11:49 AM | 1 Like Like |Link to Comment
  • Exposing The 'Great Rotation' Exaggeration In 1 Chart [View article]
    There's $100Trillion in the worldwide bond market. Think some of that might becoming to a better place?
    May 19 11:41 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    When did Canada enter the war, and why?
    May 19 10:19 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Have you read about the German, Italy, Japan alliance?
    May 19 10:18 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    There is plenty of "Nationalism" here in the US. It is just not reported on by the media. Instead of putting a solidier on the face of magazine, they prefer to put the face of person who just came out of the closet.
    May 19 10:15 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Is that why you live in Quebec? The social safety net?
    May 19 10:12 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    That 16,000 was ObamaCare. The House passed a bill cancelling ObamaCare. Probably will not get legs in the Senate. But it may show how pro-IRS the Dems are.
    May 19 10:07 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    You may overrate the FED. It buys $85B a month. The worldwide bond market is $100Trillion. So in a years time, the Fed has bought about 1% of the market. Go figure.
    May 19 10:06 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The price of oil has too many players to try to figure out how much it will be from day to day; state to state; country to country. I heard they are investigating price fixing on gasoline. Probably should ask OPEC first. (G) My guess is that Memorial Day is causing the increase in gas prices. The Obama Recession is holding the prices down.
    May 19 10:03 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Compare California and NY wages to Texas and Oklahoma. It is not about wages but cost of living vs wages.
    May 19 10:01 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Gold has industrial value but also a inflation hedge. Both will crush gold
    May 19 09:58 AM | Likes Like |Link to Comment
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