Attractively Valued Blue-Chip Dividend Champions For Your Retirement Portfolios [View article]
I am in agreement with kwm3. This is precisely what I have been looking for as far as a strategy for income portfolios. Thanks very much. Between fastgraphs, chuck and your ideas, SA has been incredibly valuable.
Celsion (CLSN) jumps 12.9% after signing a technology development agreement for its ThermoDox liver-cancer treatment with China's Hisun, which will pay $5M upfront and manufacture the drug. The deal is a precursor to a China licensing agreement that could be worth hundreds of millions of dollars to Celsion, and comes ahead of the results of Phase III trials for ThermoDox. (PR) [View news story]
Celsion (CLSN) jumps 12.9% after signing a technology development agreement for its ThermoDox liver-cancer treatment with China's Hisun, which will pay $5M upfront and manufacture the drug. The deal is a precursor to a China licensing agreement that could be worth hundreds of millions of dollars to Celsion, and comes ahead of the results of Phase III trials for ThermoDox. (PR) [View news story]
Wow. Hisun's pretty early on this.... they must have something on the Phase 3's to be that confident to put down that kind of call option.
Shares of Intuitive Surgical (ISRG -2.2%) dip on a Citron Research report claiming the company has made "outrageous marketing claims" that leave it exposed to legal backlash. It goes on to accuse the robotic surgical device maker of failing to adequately disclose the number fatalities and injuries due to da Vinci procedures, and the actual reasons for "such adverse outcomes." [View news story]
This may be what prompts a DOJ or IG investigation for false claims, if so that's going to put huge pressure on this company.
In the wake of the recent school tragedy in Connecticut, California Treasurer Bill Lockyer is proposing that CalPERS and CalSTRS, the state's two public pension funds, divest themselves of gun makers. "I want BlackRock (BLK), I want Credit Suisse (CS), I want everyone else to know that we're going to use our economic leverage if it's up to me, and I hope other private investors will do the same thing," Lockyer says. "They (the gun-makers) ought to feel the economic consequences of their bad behavior." [View news story]
Then I guess we can expect them to be divesting from the banks soon?
3 Bullish Signs In A Sea Of Negativity [View article]
The printing money to pay for tax cuts, that's a little specious - tax receipts went up. Spending accelerated dramatically more so. If the dollar soars, the market will head directly south, but I think you're right that will probably happen. Tax stability is what is needed right now, not a lot of tax credit games. No business knows what it's going to cost to hire somebody next year so they're waiting. Everyone things they're going to lose their jobs, so they're not spending as much.
Bring all rates down, eliminate dividend taxes (tax at personal rates) phase out exemptions and deductions, and offer a one time "buy out" of foreign earnings i.e. pay $10B to repatriate all foreign income and get a zero corporate tax rate and require a 10+% dividend payment. That will put money into the hands of investors, pensioners, grandma, spenders - the "C" in the GDP model which is about the only piece of the equation left with a coefficient over 1.0.
Auto-part manufacturer Wanxiang has won the bidding for the assets of bankrupt battery maker A123 Systems (AONE) auctioned this week, for a reported $250M-$260M. AONE filed for bankruptcy in October after a financing deal with Wanxiang fell through. [View news story]
The tentacles of creditors reach a long way as an Argentine naval vessel is seized in Ghana as part of hedge fund Elliot Capital's attempt to collect on bonds which Buenos Aires defaulted on in 2001. "Vulture funds have crossed a new limit in their attacks on the Argentine republic," says the foreign ministry. [View news story]
You repo'd my battleship! The new parker brothers game...
Sounds like Blackwater may have a new growth segment...
So what kind of hardware did the hedge fund require to seize the vessel against the sailors? That's pretty incredible...
The Bloomberg Consumer Comfort Index hits a 3-month high of -36.9, up from last week's -40.8. 71% of respondents say now is a bad time to be buying things, the fewest since mid-July, but 7 points worse than the long-term average 84% still rate the economy as negative, 19 points more than average. [View news story]
It Doesn't Matter Where Returns Come From: More Realistic Modeling Of Dividend Growth Investing [View article]
I don't know if I care so much about the growth of the underlying stock as much as the ability to grow the dividend higher than the inflation rate. Cap appreciation is good and I would want to target > inflation there as well, but an appropriate payout ratio, and dividend increase policy would seem to be more important certainly over these timeframes.. so really a comparison of div payment streams and just a check on the general "health" of the underlyng would seem more relevant? I don't know. I just enjoy collecting checks.
Seems if you're going to for a valuation based entry point rather than just buying over time, you might be better balancing with zeroes and TIPS, or gold maybe, at 20% allocation purely for a source of funds for that correction and then let the 80% be your DGI portfolio.
The end of the long road is finally in sight to see Hertz Global (HTZ) snap up Dollar Thrifty (DTG). In comments made at the Morgan Stanley Industrial and Auto Conference, execs note a FTC decision on the merger is expected by the end of October. Once all the dust settles, Hertz plans to grow its Dollar Thrifty business as an international discount-oriented brand. (webcast) [View news story]
Cannot believe DTG was trading at $0.88 in 08..... now that's the trade of a lifetime....
Attractively Valued Blue-Chip Dividend Champions For Your Retirement Portfolios [View article]
Celsion (CLSN) jumps 12.9% after signing a technology development agreement for its ThermoDox liver-cancer treatment with China's Hisun, which will pay $5M upfront and manufacture the drug. The deal is a precursor to a China licensing agreement that could be worth hundreds of millions of dollars to Celsion, and comes ahead of the results of Phase III trials for ThermoDox. (PR) [View news story]
Celsion (CLSN) jumps 12.9% after signing a technology development agreement for its ThermoDox liver-cancer treatment with China's Hisun, which will pay $5M upfront and manufacture the drug. The deal is a precursor to a China licensing agreement that could be worth hundreds of millions of dollars to Celsion, and comes ahead of the results of Phase III trials for ThermoDox. (PR) [View news story]
Shares of Intuitive Surgical (ISRG -2.2%) dip on a Citron Research report claiming the company has made "outrageous marketing claims" that leave it exposed to legal backlash. It goes on to accuse the robotic surgical device maker of failing to adequately disclose the number fatalities and injuries due to da Vinci procedures, and the actual reasons for "such adverse outcomes." [View news story]
Wait For Oil To Drop To $75 In 2013 Before Buying Chevron [View article]
In the wake of the recent school tragedy in Connecticut, California Treasurer Bill Lockyer is proposing that CalPERS and CalSTRS, the state's two public pension funds, divest themselves of gun makers. "I want BlackRock (BLK), I want Credit Suisse (CS), I want everyone else to know that we're going to use our economic leverage if it's up to me, and I hope other private investors will do the same thing," Lockyer says. "They (the gun-makers) ought to feel the economic consequences of their bad behavior." [View news story]
3 Bullish Signs In A Sea Of Negativity [View article]
Bring all rates down, eliminate dividend taxes (tax at personal rates) phase out exemptions and deductions, and offer a one time "buy out" of foreign earnings i.e. pay $10B to repatriate all foreign income and get a zero corporate tax rate and require a 10+% dividend payment. That will put money into the hands of investors, pensioners, grandma, spenders - the "C" in the GDP model which is about the only piece of the equation left with a coefficient over 1.0.
Auto-part manufacturer Wanxiang has won the bidding for the assets of bankrupt battery maker A123 Systems (AONE) auctioned this week, for a reported $250M-$260M. AONE filed for bankruptcy in October after a financing deal with Wanxiang fell through. [View news story]
For Coal, The Worst Is Behind [View article]
How To Avoid Being A Dividend Loser [View article]
Earnings Season Preview: Worst Outlook In 3 Years [View article]
The tentacles of creditors reach a long way as an Argentine naval vessel is seized in Ghana as part of hedge fund Elliot Capital's attempt to collect on bonds which Buenos Aires defaulted on in 2001. "Vulture funds have crossed a new limit in their attacks on the Argentine republic," says the foreign ministry. [View news story]
Sounds like Blackwater may have a new growth segment...
So what kind of hardware did the hedge fund require to seize the vessel against the sailors? That's pretty incredible...
The Bloomberg Consumer Comfort Index hits a 3-month high of -36.9, up from last week's -40.8. 71% of respondents say now is a bad time to be buying things, the fewest since mid-July, but 7 points worse than the long-term average 84% still rate the economy as negative, 19 points more than average. [View news story]
It Doesn't Matter Where Returns Come From: More Realistic Modeling Of Dividend Growth Investing [View article]
Seems if you're going to for a valuation based entry point rather than just buying over time, you might be better balancing with zeroes and TIPS, or gold maybe, at 20% allocation purely for a source of funds for that correction and then let the 80% be your DGI portfolio.
The end of the long road is finally in sight to see Hertz Global (HTZ) snap up Dollar Thrifty (DTG). In comments made at the Morgan Stanley Industrial and Auto Conference, execs note a FTC decision on the merger is expected by the end of October. Once all the dust settles, Hertz plans to grow its Dollar Thrifty business as an international discount-oriented brand. (webcast) [View news story]