Our Long-Term, Investing For Increased Yield Strategy [View article]
this is obviously not a position to take if you are not absolutely confident in the underlying stock. this is a position you take with a stock that you'd gladly double if it reaches its 52 week low and triple if it goes further. companies like jnj, xom, cmi have been through the worst, and have come out stronger on the other side. this is a strategy that increases potential gain and minimizes risk in all but the most unlikely catastrophic events that you really can't be prepared for under any circumstance.
look at a monthly chart of cmi. if you held a position like this in 2009, and where bullish on the stock, wouldn't you be buying anyways? personally I'd rather be put the stock at a discount due to option premium then just buy the stock.
there seems to be an underlying fear that reminds me of post traumatic stress disorders, that is very common these days. i worry that itwill prevent us from acting at times when the greatest profits stand to be made.
The Dividend Investors' Guide: Part XIII - Connecting With The Cable Industry [View article]
you need to add this series to your instablog. this site needs better service for contributors like yourself who write multi-part articles, the instablogs just don't cut it. It would be really good if there was a place on the site where the tables from these articles where displayed together, or a schedule of upcoming articles, perhaps a central area where the nuts and bolts of the strategy are explained once, and then links to the individual example articles are included. It should be easier to access the series as a whole. For example when reading a new article in this series, I often want to reference another, or maybe I want to see which industries you've already covered, maybe a consolidated table with the winners and losers from your screens, these kinds of things.
Our Long-Term, Investing For Increased Yield Strategy [View article]
I am amazed how different I am from some of the readers on here. I was going to compliment the article for its length, as I feel that even though it is long, compared to the amount of information you get from it, it is actually very short. Another high quality article. IMO, there has been zero reduction in quality, or credibility since Timour joined, and I hope to read more of both of your work.
To me this strategy is a really great way to enhance a buy and hold strategy, while limiting risk. It is strategies like this, combined with a strict adherence to quality investments, which I beleive, are the way to invest in the changing investment climate.
Why The Microsoft Surface Tablets Should Beat The iPad [View article]
the surface demo was for oem's not consumers. the surface may not sell well but that wont matter as long as it's intended audience get the message of the vision behind windows 8. it's a prototype, a flagship. the reason that demo impressed and inspired me was that I buy into the vision, I can see what they're getting at. up to now mobiling computing has never impressed me, it's been a game, not very useful, especially as an investor. typing is horrible (I am typing this on a galaxy 10, and I would never dream of typing anything longer then this post on it), spreadsheeting capability is horrendous at best, and access to my database on my pc is troublesome, which means when I'm working, I'm at my desk, which sucks.
The Surface pro has the potential to be the first true mobile computer imo. a keyboard, when I want it, or touchscreen metro apps for reading, surfing etc, all the functionality of a pc with Office, java, flash, usb etc, connectivity to the xbox attached to my tv (I drool at the possibilities with smartglass), video out, microsd, access and compatibility with all my existing spreadsheets, journal entries etc, why wouldn't you want this thing?
Conventional wisdom regarding Microsoft (MSFT) has been that the Windows (PC) and Office divisions are its cash cows, and everything else is a sideshow (if not a profit drain). But that's quickly changing: Microsoft's Server & Tools division generated $2B in operating income in FQ2, up 17% Y/Y. Meanwhile, the Windows division saw its income fall 11%, to $2.85B. MSFT +2.8% AH. (earning call blog) [View news story]
ever think its possible that everyone else is right, and maybe your wrong?
How To Know What Rate Of Return To Expect From Your Stocks: Part 2 [View article]
I am not sure if you are well known outside of SA, I only know of you from here, but you really should be. You have taken concepts that seem so complex and have shown that they are in essence very simple. you have also provided a tool to help us benefit from this knowledge. I was a trial subscriber to fastgraphs but I cancelled because I didn't understand what it was showing me. I may have to reconsider this. Either way, I will surely keep not only reading your work, but studying it.
Get A Strangle Hold On The Market And Increase Your Yields [View article]
the concept of reducing your cost on long term investments by selling options is so elegantly simple, yet incredibly brilliant. just change the denominator.....
Week Ending 6/22 Review Of Regarded Solutions Articles [View instapost]
i have seen a trend on sa for authors such as yourself to use blogs etc to contain their links in one place in an effort to make them more accessable. perhaps their is a need for a site feature that would make this more elegant?
my current tv is a 62" screen, cost me about 2500$. They way apple's products are priced at a premium means a 62" tv is going to cost 5000$+. I am not going to replace my large screen tv that plays bluerays epically (is that a word? is now) for a 5000$ version, or a smaller one at the same price point. I can't think of anything that would make me change that position. Streaming? Can't stream blueray, too much data, and anyone who says blueray is dead has never watched a movie like Avatar, for example, on a quattron.
Honestly, I think the whole Itv thing is a media hype nothing more. Who's going to pay 5 grand to put a giant ipad on the wall? They would have to introduce something so epic, like maybe smellovision, in order to convince me to get rid of my quattron for a new set, especially since smartglass is going to give me everything that most people think ITV is going to give me, and I can use my existing hardware.
Microsoft (MSFT), whose tablet launch this week drew a bit of media attention, may also be developing its own smartphone, "industry sources" tell Nomura's Rick Sherlund. If the rumor is true, Nokia (NOK), which has bet its increasingly threatened future on Windows Phone, can't be thrilled about it. (Windows Phone 8) [View news story]
msft is making devices to show the world, and hardware developers their vision of computing as it relates to windows 8. They are flagships nothing more.
Intel: A Wonderful Company With An Undervalued Stock [View article]
what do you think the millions of servers are running on? imo the move to cloud strengthens intc as more people get on board, with ever more powerful demands, any loss in client is made up in servers.
people spend too much focusing on the consumer side of computing. I recently got my teeth xrayed on a device runnings windows, most likely with intel inside. i highly doubt the next time I go they'll be using a tablet!
thanks guys, bonds/debt is an area of investing I know less than a little about. if I am reading you correctly, the risk is that since you would have to roll your short term 2 year borrowing 5 times, to equal your ten year loan, a narrowing of the spread can jeopardize your profits.
Microsoft's Time Has Come ... Again [View article]
we haven't seen anything yet. apple has pushed around too many people for too long. the carriers, the hardware manufacturers and MS themselves will do anything to make sure this succeeds. In the end Apple may still be left with the "cool kids", but this is a minority, just like it was in highschool. even during the last few years while apple has been "on top", the reality is that the majority of computing is done using MS software. I got my teeth xrayed last thursday on a device running MS software. go through your day and seriously look around. the computers that you use to check out your groceries, MS. the computer you work on at work, MS. in the restaurants, at your bank. my pvr runs on software made by microsoft! this company permeates our lives in so many ways. they have let apple have this first round in mobile while they gathered their strength. windows 8, skype, xbox, nokia, b&n, office, enterprise, smartglass, kinnect, sql, azure, these guys are everywhere. the cool kids can have their icrap, all that does for us is makes sure they don't see us coming. but me thinks they're done waiting.
The Dividend Investor's Guide To Successful Investing Index Blog [View instapost]
still wish the site had a format for you to use that was more then a collection of links
Our Long-Term, Investing For Increased Yield Strategy [View article]
look at a monthly chart of cmi. if you held a position like this in 2009, and where bullish on the stock, wouldn't you be buying anyways? personally I'd rather be put the stock at a discount due to option premium then just buy the stock.
there seems to be an underlying fear that reminds me of post traumatic stress disorders, that is very common these days. i worry that itwill prevent us from acting at times when the greatest profits stand to be made.
The Dividend Investors' Guide: Part XIII - Connecting With The Cable Industry [View article]
Our Long-Term, Investing For Increased Yield Strategy [View article]
To me this strategy is a really great way to enhance a buy and hold strategy, while limiting risk. It is strategies like this, combined with a strict adherence to quality investments, which I beleive, are the way to invest in the changing investment climate.
Why The Microsoft Surface Tablets Should Beat The iPad [View article]
The Surface pro has the potential to be the first true mobile computer imo. a keyboard, when I want it, or touchscreen metro apps for reading, surfing etc, all the functionality of a pc with Office, java, flash, usb etc, connectivity to the xbox attached to my tv (I drool at the possibilities with smartglass), video out, microsd, access and compatibility with all my existing spreadsheets, journal entries etc, why wouldn't you want this thing?
Conventional wisdom regarding Microsoft (MSFT) has been that the Windows (PC) and Office divisions are its cash cows, and everything else is a sideshow (if not a profit drain). But that's quickly changing: Microsoft's Server & Tools division generated $2B in operating income in FQ2, up 17% Y/Y. Meanwhile, the Windows division saw its income fall 11%, to $2.85B. MSFT +2.8% AH. (earning call blog) [View news story]
How To Know What Rate Of Return To Expect From Your Stocks: Part 2 [View article]
a thousand thanks could never be enough
Get A Strangle Hold On The Market And Increase Your Yields [View article]
thanks again.
Week Ending 6/22 Review Of Regarded Solutions Articles [View instapost]
Apple TV - Destined To Be Mediocre [View article]
however
my current tv is a 62" screen, cost me about 2500$. They way apple's products are priced at a premium means a 62" tv is going to cost 5000$+. I am not going to replace my large screen tv that plays bluerays epically (is that a word? is now) for a 5000$ version, or a smaller one at the same price point. I can't think of anything that would make me change that position. Streaming? Can't stream blueray, too much data, and anyone who says blueray is dead has never watched a movie like Avatar, for example, on a quattron.
Honestly, I think the whole Itv thing is a media hype nothing more. Who's going to pay 5 grand to put a giant ipad on the wall? They would have to introduce something so epic, like maybe smellovision, in order to convince me to get rid of my quattron for a new set, especially since smartglass is going to give me everything that most people think ITV is going to give me, and I can use my existing hardware.
Microsoft (MSFT), whose tablet launch this week drew a bit of media attention, may also be developing its own smartphone, "industry sources" tell Nomura's Rick Sherlund. If the rumor is true, Nokia (NOK), which has bet its increasingly threatened future on Windows Phone, can't be thrilled about it. (Windows Phone 8) [View news story]
Intel: A Wonderful Company With An Undervalued Stock [View article]
people spend too much focusing on the consumer side of computing. I recently got my teeth xrayed on a device runnings windows, most likely with intel inside. i highly doubt the next time I go they'll be using a tablet!
Annaly: We Are 'Twisted' Again [View article]
or am I still way off?
Procter & Gamble: History Of A Dividend Champion [View article]
nothing to see here folks.
Microsoft's Time Has Come ... Again [View article]
MS will change the face of computing.
again