It's Time To Dislike Facebook Forever [View article]
are you for real?
By the time this batch of locked up shares have filtered through the market, it will be just in time for the next batch, and so on and so on. And as has been said earlier, these are insiders who are dumping their stock the second they can!
Someone is selling right around twenty? More like everyone!
I predict once all the locked up shares hit the market, FB will be as oversold as it was overvalued.
It's Time To Dislike Facebook Forever [View article]
honestly, when I first saw your facebook page my first thought was, wow, someone has finally made FB useful.
Then I never went back. Facebook is a fad that developed a powerful brand, but in the end it is offering nothing that can't be gotten in hundreds, soon to be thousands of other places.
IMO, what we have seen over the last few years, is the beginning of a cycle that was created by the introduction of social media and mobile computing to the world. However, it is still to be seen what kind of lasting effect these innovations will have on our society and our lives, and how humanity will inevitably use them.
Facebook is just a bump in the road. The fact that it is one of the first is the only reason it has seemed so enourmous, there is nothing to hold it up to for perspective.
The Dividend Investors' Guide To Successful Investing [View article]
could you elaborate on your use of the intangibles entry?
I can't seem to understand it's inclusion following the "capital raised by the company to build its operations" line, which btw was incredibly eye opening for me in regards to this topic.
and again, how could you possibly get this information about the industry averages for these "modified" metrics you favour? as a long time reader of your work, I'm kind of afraid your going to tell us you calculate them yourself (which would be insane)
also, would you ignore sub entries in the "total long term debt" line (in this case capial lease obligations)
In this instance you would define total capital as:
Total Long Term debt 10,713 Preferred Stock 0 Common equity 65,797 TOTAL 76,510
Is this right, or do you add in the intangibles, net of 3,170
Am I correct, in that you ignore the ``other liabilities, total``, and ``deferred income tax``, as they don`t represent actual invested capital, rather balance sheet entries related to operational expenses
Annaly: Conservative Confidence For The Long Term [View article]
so your hypothesis is that although the spread is shrinking, which effects all mreits, and the risk due to prepayments are increasing, which effects nly more then others, the management has proven to be successful in other "difficult" environments. Therefore you remain bullish on NLY over other stocks in the sector based on your perception of the managements effectiveness.
I don't have the history with the company that you do, and for me when a company starts selling assets in order to pay the dividend that is an early warning. If I was a long time holder it wouldn't be a big deal, but as a new investor, who bought in near the upper end of this last big run up, I really don't want to end up holding the bag and the way things are going if we get a couple more days like we've had I'm going to be underwater, with the possibilitiy of a dividend cut and really no real catalyst in sight to boost the share price back up, if anything the future holds negative catalysts for the whole sector.
Are Dividend Growth Stocks In A Bubble? [View article]
lol like two girls with the same dress at the party
for real though, today was a huge day for me, and my understanding of crucial investing strategies BECAUSE of these two articles.
I think that the idea that dividend stocks are getting too much attention is a function of the fact that some of the best contributors on this site happen to be DGIs. all you guys, (c.c., d.v.k, d.f. etc, you know who you are) should combine your ideas into a book, a collection of essays in the same vein as buffett's shareholder letters. I'd put that book up beside intelligent investor, one up on wall street etc any day.
Dividend Aristocrats Are Undervalued [View article]
honestly, I think "dividend growth investing" as well as "dividend stock bubbles" are smoke and mirrors for what's really going on here. imo, what is championed by "dividend growth investors" is actually just sound investing strategy, buying the best companies at the best prices. I beleive that there is a statistical bias in that, for the most part, strong, mature well run companies just happen to pay dividends! the rest is just media hype, buzz words created so that people who's business it is to talk, have something to talk about.
chuck cuts to the heart of it all here: valuation. imo, there is not much trick to finding the best companies, they are pasted on billboards, websites and tv, their logos surround us everyday. the secret to being a successful investor is the ability to recognize when these companies are a good value based on the information at hand. I thank you chuck for all your hard work writing these articles and creating tools to help us sift through the glut of information out there so we can focus on what's really important.
Why Windows 8 Made Me Sell Microsoft [View article]
uggghhhh. sometimes I can't stand the articles on this site. you sold the stock because you couldn't figure it out? you do realize that the metro ui turns the whole desktop into the start button right?
the success of windows releases is never felt for years. why? each new windows version opens new possibilities in computing, but it takes time for developers and hardware manufacturers to create the tools to utilize these new possibilities. touchscreens, social networking, intehrated communications are still new in the grand scheme of things, and the full impact of these new technologies will not be felt for a long time. the new windows, office, server etc were designed to give developers a platform to explore these new technologies, and create the next evolution of computers.
I have no doubt that the new windows will eventually be as revolutionary, as ground breaking as the original windows was. i urge all serious investors to capitalize on any buying opportunities that are created by people who can't figure out how to turn their computers off (seriously you sound like my grandma!)
This Is The Real Source Of Our Economic Problems [View article]
this oversimplification of how drug companies work is a common fallacy. the thing is for every drug that is approved and works, tens of drugs are created that don't work or are not approved. each working drug has to pay for all of the failures, cover the risk and high fixed costs of development. this is something I would expect investors to understand.
that company in vietnam or china did not have to pay those fixed costs, or take on the risk in order to aqcuire the drug, they did not have to pay for any of the failures. even worse, in canada, our government run medical system has enourmous pricing power over the drug companies, as they can buy large quantities, but will only pay a price that does not take any of the developmental costs into consideration, just the manufacturing costs. and before anybody thinks this is better, just wait in a canadian clinic for three hours to get a prescription, six months to get a surgery or an indefinite amount of time to find a family doctor. these are the results of price fixing in canada.
now some of you are going to argue thst this can't be true, american drug companies make huge profits, which is true. however this fact is the reason that the risk of developing drugs are taken, and the reason that most drugs in the world were developed in america. your doctors and scientists aren't smarter, its just that the existence of the potential profits creates incentives to develop them in the first place.
I am very suprised at some of the comments on a site dedicated to investing. this is basic economics guys.
Microsoft Windows 8: No Effect On The Smartphone Market [View article]
It's Time To Dislike Facebook Forever [View article]
By the time this batch of locked up shares have filtered through the market, it will be just in time for the next batch, and so on and so on. And as has been said earlier, these are insiders who are dumping their stock the second they can!
Someone is selling right around twenty? More like everyone!
I predict once all the locked up shares hit the market, FB will be as oversold as it was overvalued.
It's Time To Dislike Facebook Forever [View article]
Then I never went back. Facebook is a fad that developed a powerful brand, but in the end it is offering nothing that can't be gotten in hundreds, soon to be thousands of other places.
IMO, what we have seen over the last few years, is the beginning of a cycle that was created by the introduction of social media and mobile computing to the world. However, it is still to be seen what kind of lasting effect these innovations will have on our society and our lives, and how humanity will inevitably use them.
Facebook is just a bump in the road. The fact that it is one of the first is the only reason it has seemed so enourmous, there is nothing to hold it up to for perspective.
Short FB.
The Dividend Investors' Guide To Successful Investing [View article]
I can't seem to understand it's inclusion following the "capital raised by the company to build its operations" line, which btw was incredibly eye opening for me in regards to this topic.
and again, how could you possibly get this information about the industry averages for these "modified" metrics you favour? as a long time reader of your work, I'm kind of afraid your going to tell us you calculate them yourself (which would be insane)
also, would you ignore sub entries in the "total long term debt" line (in this case capial lease obligations)
thanks
The Dividend Investors' Guide To Successful Investing [View article]
http://bit.ly/QwIues
In this instance you would define total capital as:
Total Long Term debt 10,713
Preferred Stock 0
Common equity 65,797
TOTAL 76,510
Is this right, or do you add in the intangibles, net of 3,170
Am I correct, in that you ignore the ``other liabilities, total``, and ``deferred income tax``, as they don`t represent actual invested capital, rather balance sheet entries related to operational expenses
thanks again
The Dividend Investors' Guide: Part XX - My Favorite General Retailers [View article]
I learn so much. I really like your addition of more links and especially the contrary ones.
good stuff
Facebook Faces Harsh Accusation [View article]
good on you for taking this guy to task.
imo, he/she/it should not be allowed to comment on this site, too much bs.
maybe its a bot too. No, a bot would have better spelling and grammar
lol
Annaly: Conservative Confidence For The Long Term [View article]
I don't have the history with the company that you do, and for me when a company starts selling assets in order to pay the dividend that is an early warning. If I was a long time holder it wouldn't be a big deal, but as a new investor, who bought in near the upper end of this last big run up, I really don't want to end up holding the bag and the way things are going if we get a couple more days like we've had I'm going to be underwater, with the possibilitiy of a dividend cut and really no real catalyst in sight to boost the share price back up, if anything the future holds negative catalysts for the whole sector.
This is a tough one for me...
Annaly: Conservative Confidence For The Long Term [View article]
Annaly: Conservative Confidence For The Long Term [View article]
specifically the comment " far more exposed to prepayments than its mREIT brethren"
thanks for all your hard work
Delving Deeper Into The Ackman - Procter & Gamble Saga [View article]
Are Dividend Growth Stocks In A Bubble? [View article]
for real though, today was a huge day for me, and my understanding of crucial investing strategies BECAUSE of these two articles.
I think that the idea that dividend stocks are getting too much attention is a function of the fact that some of the best contributors on this site happen to be DGIs. all you guys, (c.c., d.v.k, d.f. etc, you know who you are) should combine your ideas into a book, a collection of essays in the same vein as buffett's shareholder letters. I'd put that book up beside intelligent investor, one up on wall street etc any day.
Dividend Aristocrats Are Undervalued [View article]
chuck cuts to the heart of it all here: valuation. imo, there is not much trick to finding the best companies, they are pasted on billboards, websites and tv, their logos surround us everyday. the secret to being a successful investor is the ability to recognize when these companies are a good value based on the information at hand. I thank you chuck for all your hard work writing these articles and creating tools to help us sift through the glut of information out there so we can focus on what's really important.
Why Windows 8 Made Me Sell Microsoft [View article]
the success of windows releases is never felt for years. why? each new windows version opens new possibilities in computing, but it takes time for developers and hardware manufacturers to create the tools to utilize these new possibilities. touchscreens, social networking, intehrated communications are still new in the grand scheme of things, and the full impact of these new technologies will not be felt for a long time. the new windows, office, server etc were designed to give developers a platform to explore these new technologies, and create the next evolution of computers.
I have no doubt that the new windows will eventually be as revolutionary, as ground breaking as the original windows was. i urge all serious investors to capitalize on any buying opportunities that are created by people who can't figure out how to turn their computers off (seriously you sound like my grandma!)
This Is The Real Source Of Our Economic Problems [View article]
that company in vietnam or china did not have to pay those fixed costs, or take on the risk in order to aqcuire the drug, they did not have to pay for any of the failures. even worse, in canada, our government run medical system has enourmous pricing power over the drug companies, as they can buy large quantities, but will only pay a price that does not take any of the developmental costs into consideration, just the manufacturing costs. and before anybody thinks this is better, just wait in a canadian clinic for three hours to get a prescription, six months to get a surgery or an indefinite amount of time to find a family doctor. these are the results of price fixing in canada.
now some of you are going to argue thst this can't be true, american drug companies make huge profits, which is true. however this fact is the reason that the risk of developing drugs are taken, and the reason that most drugs in the world were developed in america. your doctors and scientists aren't smarter, its just that the existence of the potential profits creates incentives to develop them in the first place.
I am very suprised at some of the comments on a site dedicated to investing. this is basic economics guys.