Beware Long-Term Damage From Stock Market Bubble Forming Now [View article]
People are getting antsy as they see their opportunities to make money in equities passing them by. Eventually, all the fence sitters will jump in and the markets will go even higher. When that happens, we could see a big dip. As for the rest of the year, the markets go HIGHER.
Will Caterpillar Bulldoze My Portfolio Higher? [View article]
I have owned CAT since March of 2009 when I bought it in the $40's post recession. Added to the position since then, but have been selling it over the last six months. I still own some CAT, but after reading the following article this week about the man that runs Caterpillar, I don't want anything to do with this company any longer. The company is stuck in the mud anyway and when you read the article in the May 16, 2013 Business Week Magazine, you will see why CAT is a company with angry, underpaid employees. This is not good.
I think CAT is a troubled company and that's a shame, but Doug Oberhelman, the CEO and Chairman of CAT, is a very greedy man and he has created a lot of hate and discontent with his workforce pretty much everywhere that CAT exists according to the Bloomberg article.
Oberhelman makes $20 million dollars a year, while the average pay for a CAT worker is about $15 dollars an hour. Olberman thinks he deserves $20 million a year because his fellow CEO at Deere makes about that much, but Oberhelman also believes that his workers at CAT don't deserve more than $15 bucks an hour ($31,000 a year) and to prove it, he has not given workers at CAT a raise in 10 years according to the Bloomberg article.
When you treat your employees like dirt, the product will become trash too. I will be selling my shares of CAT. It is companies like CAT that make Americans realize that unions, as nasty as they might be, are a necessary entity to protect workers. Once the unions are gone, we will all suffer by accepting harsh rules and low wages, while CEO"s will make millions of dollars and still not be happy.
Union Pacific Corporation Declares Quarterly Dividend [View article]
UNP is one outstanding rail to own. Well run company with great routes, lot's of customers and products and good margins. I have always loved the rails, and I still own a twin diesel set from my youth, a Union Pacific Lionel set. Now I own part of the "real" thing. I could not be happier and my position in UNP has grown over the last five years into something very special.
I think Apple going up last year to 700, or down from Oct 2012 to 385 had nothing to do with Apple the company. It was about human emotion. How else can you go from having the greatest company in the world in 2012 to having a dying company less than a year later.
The next stock to take it on the chin will be Google. It has just about maxed out all of the potential buyers that could get into GOOG and now that it is king of the hill, it matters little that it is still a cheap value. Everyone who was going to buy Google, has just about done so. The money from Google will go somewhere new, maybe some to AAPL?
The Short Side Of Major Integrated Oil And Gas [View article]
Shorting these big integrated oils is a big risk now that car sales are rising and throw in the summer driving season. Oh, don't forget that airlines keep raising prices too, forcing people to drive to a destination, rather than fly. With gas prices still reasonable, we are setting up for a major run up on oil usage starting in one month. Oil goes higher and profits for big oil go up. Shorts get burned by big oil.
Obviously, the Apple vs Samsung war is in full swing after reading through so many comments here.
Samsung is a powerhouse, no doubt about it, but if the USA military ever leaves Korea, what would it be? I find it ironic that because our military protects South Korea, we also subsidize Korean companies. Apple on the other hand, must pay taxes ($7 Billion dollars this year alone) and a lot of those taxes actually help pay for our military support in South Korea! The question? Why does the USA stay in countries that are trying to take out our jobs and companies? Hyundai is killing our auto manufacturing and many other Korean companies are eating our lunch and taking jobs as we protect South Korea with military protection. We did the same thing by protecting Japan when they nearly destroyed our economy by importing cheap products into the USA back in the 1970's-80's.
It is time for the USA to remove our troops from South Korea. Then see how many phones and appliances Samsung produces.
Yokyok, so true. I hope that handhelds go back to the way they were in that old movie "Wall Street". You know, a phone that is the size of a brick and looks like a walkie talkie. I know that is where Samsung is headed and I can't wait to get one myself.
Beware Long-Term Damage From Stock Market Bubble Forming Now [View article]
Imagine. This market has gone up with Asia and Europe in a recession and in some countries, a near depression. Both Europe and Asia were behind the USA in going into downturns. The USA seems to be coming out of the funk and now there are signs that Europe and parts of Asia could be turning things around too. If they are, our stocks may have a lot of upside coming over the next few years.
Beware Long-Term Damage From Stock Market Bubble Forming Now [View article]
No one can predict the future. But is the pattern of the 2007-08 stock market going to happen all over again this year or next? The world is evolving at an astonishing pace, mostly due to technology advances in every phase of our lives. Technology is going to determine where the markets go and that is one huge question mark right now, isn't it?
One can see how much different the planet is from just fifty years ago and all of the change we have known in just that short time. This is due to technological advances. The earth has been around for 4 or 5 billion years and man for a few million of those years, but in the last 120 years or so, man has gone from riding a horse and buggy daily to get around town, to flying on jet aircraft daily to get around the planet.
What I am getting to is this: Is technology in a bubble? Are new amazing products no longer going to be produced at cheaper and cheaper prices due to competition?
The reason why the stock market is going higher this time is because the economy is evolving and the world is about to evolve with those products. Anyone who wants or thinks things will stay the same as they are today, including the stock market, will be left behind.
The markets are not in a bubble, but they are in transition. Change has taken hold of the planet's citizens and it may just be that the stock markets of the world are about to go much higher due to the creation of amazing new gadgets. Stay tuned.
Phil, thanks for that info. You know, when I went to the LNG website and quickly read through their information, I kept seeing LNG and pipelines. My mistake- sorry.
Why Apple's iRadio Will Tune-In To Sirius XM [View article]
I thought Apple should have purchased SIRI years ago at a basement price. Sure, SIRI was in deep debt, but Apple had deep pockets and this would have been the perfect fit with ITunes. ITunes and SIRI were a match made in heaven so to speak.
Apple could have been a buyer of Netflix just eight months ago but now Netflix is way too high and Apple decided to increase its dividend instead which killed that thought.
Combining the ITunes library with Sirius XM makes a lot of sense. One compliments the other. Apple could give a discount to anyone who subscribes to SIRI when they buy a song off of ITunes or even have a combined subscription for ITunes and SIRI that allows unlimited downloads. What a money maker that would be! Hear a song on SIRI, download it immediately on your car's hard drive to add to the library. You can bet that subsribers would increase geometrically for SIRI.
As good as the above sounds, I don't think Apple's management team, led by the tortoise minded Tim Cook, have a clue that buying SIRI makes any sense. Sirius may be better off without Apple as its business continues to grow anyway. A marriage of AAPL and SIRI would have been a dynamic acquisition for Apple.
Mosaic (MOS -2.8%) says it is deferring a project to add 2M metric tons/year of potash production capacity due to unfavorable market conditions. Also, MOS expects its recurring dividend per share to grow in-line with earnings, and says it favors repurchases over dividends to deploy surplus cash. It expects to meet updated liquidity and leverage targets within the next 12-24 months. (slide show) [View news story]
Mosaic was never known for its management expertise. Owned this turkey a few years ago and dumped it before it started heading south. Looks like it is headed that way again.
Beware Long-Term Damage From Stock Market Bubble Forming Now [View article]
Will Caterpillar Bulldoze My Portfolio Higher? [View article]
http://buswk.co/10ktYNd
I think CAT is a troubled company and that's a shame, but Doug Oberhelman, the CEO and Chairman of CAT, is a very greedy man and he has created a lot of hate and discontent with his workforce pretty much everywhere that CAT exists according to the Bloomberg article.
Oberhelman makes $20 million dollars a year, while the average pay for a CAT worker is about $15 dollars an hour. Olberman thinks he deserves $20 million a year because his fellow CEO at Deere makes about that much, but Oberhelman also believes that his workers at CAT don't deserve more than $15 bucks an hour ($31,000 a year) and to prove it, he has not given workers at CAT a raise in 10 years according to the Bloomberg article.
When you treat your employees like dirt, the product will become trash too. I will be selling my shares of CAT. It is companies like CAT that make Americans realize that unions, as nasty as they might be, are a necessary entity to protect workers. Once the unions are gone, we will all suffer by accepting harsh rules and low wages, while CEO"s will make millions of dollars and still not be happy.
Union Pacific Corporation Declares Quarterly Dividend [View article]
Danger Zone For This Week: Apple [View article]
The next stock to take it on the chin will be Google. It has just about maxed out all of the potential buyers that could get into GOOG and now that it is king of the hill, it matters little that it is still a cheap value. Everyone who was going to buy Google, has just about done so. The money from Google will go somewhere new, maybe some to AAPL?
The Short Side Of Major Integrated Oil And Gas [View article]
Apple's Magic Is Broken [View article]
Samsung is a powerhouse, no doubt about it, but if the USA military ever leaves Korea, what would it be? I find it ironic that because our military protects South Korea, we also subsidize Korean companies. Apple on the other hand, must pay taxes ($7 Billion dollars this year alone) and a lot of those taxes actually help pay for our military support in South Korea! The question? Why does the USA stay in countries that are trying to take out our jobs and companies? Hyundai is killing our auto manufacturing and many other Korean companies are eating our lunch and taking jobs as we protect South Korea with military protection. We did the same thing by protecting Japan when they nearly destroyed our economy by importing cheap products into the USA back in the 1970's-80's.
It is time for the USA to remove our troops from South Korea. Then see how many phones and appliances Samsung produces.
Apple's Magic Is Broken [View article]
Apple's Magic Is Broken [View article]
Beware Long-Term Damage From Stock Market Bubble Forming Now [View article]
Beware Long-Term Damage From Stock Market Bubble Forming Now [View article]
One can see how much different the planet is from just fifty years ago and all of the change we have known in just that short time. This is due to technological advances. The earth has been around for 4 or 5 billion years and man for a few million of those years, but in the last 120 years or so, man has gone from riding a horse and buggy daily to get around town, to flying on jet aircraft daily to get around the planet.
What I am getting to is this: Is technology in a bubble? Are new amazing products no longer going to be produced at cheaper and cheaper prices due to competition?
The reason why the stock market is going higher this time is because the economy is evolving and the world is about to evolve with those products. Anyone who wants or thinks things will stay the same as they are today, including the stock market, will be left behind.
The markets are not in a bubble, but they are in transition. Change has taken hold of the planet's citizens and it may just be that the stock markets of the world are about to go much higher due to the creation of amazing new gadgets. Stay tuned.
Danger Zone For This Week: Apple [View article]
What Happens When You Sell An MLP? [View article]
What Happens When You Sell An MLP? [View article]
http://bit.ly/12uIUeE
I like the growth prospects of Cheniere and once they get the gas flowing overseas, growth should take off.
Why Apple's iRadio Will Tune-In To Sirius XM [View article]
Apple could have been a buyer of Netflix just eight months ago but now Netflix is way too high and Apple decided to increase its dividend instead which killed that thought.
Combining the ITunes library with Sirius XM makes a lot of sense. One compliments the other. Apple could give a discount to anyone who subscribes to SIRI when they buy a song off of ITunes or even have a combined subscription for ITunes and SIRI that allows unlimited downloads. What a money maker that would be! Hear a song on SIRI, download it immediately on your car's hard drive to add to the library. You can bet that subsribers would increase geometrically for SIRI.
As good as the above sounds, I don't think Apple's management team, led by the tortoise minded Tim Cook, have a clue that buying SIRI makes any sense. Sirius may be better off without Apple as its business continues to grow anyway. A marriage of AAPL and SIRI would have been a dynamic acquisition for Apple.
Mosaic (MOS -2.8%) says it is deferring a project to add 2M metric tons/year of potash production capacity due to unfavorable market conditions. Also, MOS expects its recurring dividend per share to grow in-line with earnings, and says it favors repurchases over dividends to deploy surplus cash. It expects to meet updated liquidity and leverage targets within the next 12-24 months. (slide show) [View news story]