PIA

13 Comments

    • Sequoia Fund Reopens After 26 Years: A Look Inside [view article]
      Archman82011: Capital Research & Management Co (American Funds) has a 75 year demonstrated history of providing their fund investors with consistently superior long-term investment results.

      You are correct that most fund managers do not 'outperform' comparable 'passive indexes'. But this is clearly not the case for America's largest and most successful long-term fund manager, American Funds.

      By the way, American Funds "advertising budget is zero", expenses are very low, global research and management capabilties are unparalled, and their multiple portfolio coundslor system has been the unique key to providing such outstanding long-term investment returns for their 'active portfolios'. Low turnover is also key with a 3.5 year average holding period.

      See americanfunds.com before you 'throw the babies out with the bath water'.       Aug 19 09:18 AM
    • The Downside of Having International Exposure [view article]
      Currencies and economies do 'correct' as markets work their 'invisible hand'. This article conveys this process quite well.

      US population is 4.5% of the world population. The US produces 28% of world GDP. US Stock Market Capitalization is 40% of world stock market capitalization.

      Yes the world will grow faster, and in Chindia's case it will grow much faster than the disproportinately larger-scaled US economy and stock market.

      "notsosmart"... Be careful to not miss understanding these perspectives before dismissing the US or forecasting its future demise.       Aug 07 08:34 AM
    • Are American Companies Now Up For Grabs? [view article]
      In 1990 Japan and Persian Gulf states awash with US Dollars invested heavily into US Markets buying American icons like Pebble Beach, Kiawah Island, Rockefeller Center & the Seattle Mariners, etc.

      Free Markets will again allow our excessed and failures to be cleansed and currency flows and market medicine will prevail allow for the next American rebirth.

      Hopefully, our Socialist Congress or comrade Obama will allow the proven tonics of the correcting and free markets to prevail this time.       Jul 14 08:42 AM
    • Freeport McMoran: With Copper Prices Rising, It's Still a Buy [view article]
      BxCap provided solid homework and real valuation analysis versus the technician 'astrologers' who provided opinions 'as if' they 'know' the future chart for FCX.

      No technicians have succeeded in 'forecasting' their way into the Forbes 400. Only hard working fundamentalists build and grow real businesses.

      Thank you BxCap for shining the light on these voodoo technicians.       Jul 06 07:42 AM
    • Two Moves to Make as the Fed Inflates the Commodities Bubble [view article]
      RIO for Iron Ore + FCX for Copper Jul 02 07:36 AM
    • Bill Gross To 'President' Obama: Double The Deficit [view article]
      Bill Gross has fallien back to failed Keynsian economics. Kevin M HAS LEARNED what sage Bill Gross' liberal political leaning has forgotton: Free Markets solve problems and deliver goods far better than Big Government.

      Gross apparently listens to CNN, CNBC, CBS, NBC and ABC who have already 'annointed' Obama President.

      Maybe an occassional FOX watch showing both sides, God forbid, might be adviseable for Big Government, failed Keynsian Bill Gross !       Jul 01 10:34 AM
    • Robbins & Myers Up 20% on Surprise Earnings [view article]
      Robbins & Myers Cost Basis from Feb 1988 is $1.06/share - up 47 times to $49.87/share June 30, 2008 - - lots of bumps over the past two decades.

      So much for hedge funds and traders - - 'select long-term investments' can provide great reward at lower cost and much less tax liability.
      Jul 01 09:30 AM
    • Cisco: Internet Infrastructure King Still Reigns [view article]
      Very well done perspective on CSCO - a core technology holding at an attractive valuation for long-term growth of capital ! Jun 30 08:09 AM
    • Risky Waters, But Opportune Waves [view article]
      From 40,000 feet, hare 'traders' rarely outperform tortoise 'portfolio managers' over a series of longer-term periods who exercise the disciplines of acquiring quality companies at attractive valuations as they present themselves during sell-offs in the market, in industries or in specific companies.

      Few 'traders' consistently produce low to mid-double digit portfolio returns over a series of "rolling" 10-year periods. Disciplined, experienced 'investors' exercising a strong discipline, approach and long-term view ('the select wise tortoises') have enjoyed such success.

      The main perspectives of this article are well taken by this 'longer-term' investor. My experience and approach is to not be so 'wise' as the impatient 'traders', from which very few enjoy 10-15% longer-term returns 'over a series of meaningful 10-year periods'.       Jun 29 07:10 AM
    • Financial Fears Sweeping the Globe [view article]
      Invest, Diversify, and be Patient. A globally diversified portfolio with appropriate liquidity to endure downturns and buy as valuations present themselves should be a savers and investors focus.

      Attempting to Predict Market Index downturns and upturns with precision in amounts and timing is a game for those who continually lift their oars out and in the water and never get very far.

      Forget spending valuable time and effort attempting to predict the unpredictable.

      Exercise a proven Process and Approach while doing your homework on companies/industries/t... to sustain your portfolio through the unpredictable yet inevitable market turns.

      Time "IN-vested" prevails over "Timing Markets" given that you get and stay invested in a high quality diversified portfolio of global equities while maintaining adequate liquid reserves to endure downturns and provide for cash to "invest" when the bear raises its unpredictable head offering great opportunities for long-term investors.       Jun 21 09:12 AM
    • Week in Review: Dollar's Biggest Advance Vs. Euro in 3 Years [view article]
      Despite human nature wishing it could intervene for its own short-term convenience, free markets have best brought supply and demand into equilibrium through the pricing mechanism.

      Central bankers and politicians should re-learn their Economics and History lessons. Their interferences, misallocations and excessive regulation have historically "aggravated" the problems they yearn to fix quickly.

      Reagan's courageous re-appointment of Paul Volcker at the Federal Reserve in 1983 and his appointment of Greenspan in 1987 just prior to the October 1987 market decline are wonderful examples of enlightened and disciplined political appointments serving the nation's "long-term" interest at the political expense of "immediate criticism" from short-term and interventionist pundits.

      If only Senator Obama could heed and learn from such lessons should he attain the main lever of political appointment power. Obama's proposals to nearly double the capital gains tax rate, eliminate qualified dividend tax rates, and repeal the 2003 reduction of tax rates on ordinary incomes will actually "harm" employment, incomes and savings at the very time of a slowing economy.
      Unfortunately Obama's policy proposals are what one would expect from his resume of accomplished 'redistribution of incomes', 'no private sector work experience', 'no savings experience' and 'never governing any city or state'.

      May SUBSTANCE prevail over FORM and RHETORIC this November.       Jun 14 11:42 AM
    • Time To Abandon Stocks? [view article]
      A very fine perspective.
      For Global Diverisification I highly recommend three well-managed 'global' American Funds:
      * Capital Income Builder (CAIBX: for global equity-income),
      * Capital World Growth & Income Fund (CWGIX: for global growth & income, an extremely well-managed portfolio of the world's most profitable, dividend-paying, dividend-growing equities) and
      * New World Fund (NEWFX: for global equities benefiting from the growth in the 'developing world').
      These three proven long-term funds are managed by Capital Research & Management (American Funds) for 'long-term global equity investors'.       May 26 08:50 AM
    • Blood in the Streets: Buy and Hold GE, For Now [view article]
      Growing Earnings and Dividends as the P/E contracts is a prescription for GE investors to have the wind at their back. Patience and discipline will reward GE shareholders. The Mid-teen P/E for GE reflects the 50/50 global industrial-infrastruct... make-up of its businesses. GE Credit/Capital is among the more disciplined financiers which will allow them to prevail and come through the current financial credit squeeze. Global industrial/infrastruct... businesses are leaders and growing in the high teens +. GE's EPS & Dividend Growth with a continually contracting P/E is an investment to hold and prosper with. 2007 was the first year in GE's 115-year history that "Non-US" Revenues and Profits exceeded "US" Revenues and Profits - GE'S GLOBAL GROWTH ENGINES are firing ! May the inpatient and undisciplined continue to give-up and sell GE so that I and my children might accomodate them by acquiring their GE shares at ever-lower multiples of growing global earnings ! Apr 30 07:51 AM
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