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R. Richard Schweitzer
152 Comments
Under The Radar News - Wednesday
Besides, you might look at the technicals for AMSC; esp. on balance volume.
Wall Street Breakfast: Must-Know News
We miss it.
Seeking Equity-Like Returns, Outside of Equities
I think something like that was the basis for award of a Nobel.
But, all information is not to be found in "financial" research. There is much to be observed.
For example, what has been the difference in the expenditures or redeployment of oil and gas revenues between Norway and Al Saud?
Does Norway buy arms, does it need to. When the oil is gone, or very much more difficult to extract, what will Norway have in its place?
Most of that extra info would come from general reading, listening or from being sufficiently curious.
It requires being curious enough to read Roger's pieces; to see what others have done and are doing - and - how it has worked out. Then, trying to gain some understanding as to why the results occurred.
A suggestion for reflection: Why should there be rewards for those who "invest wisely?" What service are they providing to some overall economy by virtue of investing?
Took this writer (83) many, many years of reasonably successful investing (and some dank periods) to come to a personally satisifying answer. But, each has to find his own.
Under The Radar News - Monday
Myriad Options on Alzheimers Disease
Myriad Options on Alzheimers Disease
Wall Street Breakfast: Must-Know News
Why You Should Short Companies Doing Share Buybacks
"It all depends..."
Take the almost classic case of AFL, which borrowed funds for cash flow to cover buy-backs, at a particular period.
Consider: interest deduction; cap gains rates (in that era) to investors looking to the liquidity positions of portfolios; classic shift to "cost of capital" approach (the absolute measure of quality of operations); greater ROE. Interest rate lower than net earnings rate (i.e., AFL surplus rising at greater rate than interest rate).
A thing to look out for is the a big build up in cash position that may indicate that the enterprise can not deploy its assets profitably, or at least, if so, at a less profitable rate.
Baltic Dry Index Almost Back to Record Highs
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Can Investors Still Rely on a Stock's P/E Ratio?
It is worth the price to go to the archives of the WSJ for a copy of the 6/2/03 re-run of the 8/3/76 Peter Drucker article " The meaninglesness of 'earnings per share.' "
His view? Look to return on capital (sound like someone else we have heard of? Omaha?)
My view: What P/E of a particular stock may indicate is the real cost of capital to that enterprise. Of course when you get that cost down to darned near zero (like Omaha) you can do other things, and let the public pay for "earnings" priced at a ratio (based 0n life expectancy at normal maturity?).
Baltic Dry Index Almost Back to Record Highs
Baltic Dry Index Almost Back to Record Highs
shipping.capitallink.c.../
FINRA Arbitrations on the Increase?
"There is no limit to the amount of money you can lose by investing in something you do not understand."
Similar to these has been the entire Muni Market.
Assume one had an account with the trust department of a bank. With your ok they buy for your account 200K of City XX, yield of 3.3%, YY maturity. In reporting the assets in your account, they give it a purported value as part of the total assets (on which their trustee fee is based), but, if you give an order to sell at any point, the purported value is not what you get - they do not "mark to market" for account valuations.
Companhia Siderurgica Nacional: Global Growth Story
Good selection. Divesre products, many with excellent margins.
Fannie's Cut-Off Shorts - Stop Trading! (5/7/08)