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Noquiche

Noquiche
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  • Bank Of America: No Dividend Increase, No Worries [View article]
    Buying back the preferreds also helps toward Basel III capital requirements if I am not mistaken.
    Mar 18 12:48 PM | 1 Like Like |Link to Comment
  • All 17 bank holding companies subject to Fed stress tests will pass the exam, says Credit Suisse's Moshe Orenbuch (results due Thursday). He thus sees payout ratios for the group rising to 64% of earnings this year from 36% in 2012, with BofA (BAC), Citigroup (C), and Regions Financial (RF) getting the biggest bump. Morgan Stanley (MS) and SunTrust (STI) should also see sizable increases. [View news story]
    Followed the next day by: MBIA lawsuit dismissed on lack of merit!
    Mar 6 12:23 PM | Likes Like |Link to Comment
  • Herbalife's Tragic Flaw: Understanding Inventory Loading [View article]
    There are MLM companies that have been growing since the 50's.

    New products, demographic changes (health and aging), an increase in the number of high perfoming distributors in the organization, and technological innovation (i.e.-internet, social media, etal) can drive growth. In addition, you use a static population model for recruitment. Just because a person doesn't become a distributor today doesn't mean they will feel the same way tomorrow or even years from now. Just because someone does not renew their distributorship does not mean they cease to be a potential customer. The key as with any sales organization is quality, not quantity. Having said this, I am sure I will see the geometric growth argument again and again and again......
    Mar 6 12:14 PM | 5 Likes Like |Link to Comment
  • Herbalife's Tragic Flaw: Understanding Inventory Loading [View article]
    More likely using the proceeds from these articles to offset losses :)
    Mar 6 10:06 AM | 9 Likes Like |Link to Comment
  • Bank Of America: Buy Now Before Dividend Increases [View article]
    I am with TBV. Since I am in this one for the long haul I would prefer the buyback option prior to a dividend increase at the current valuation. I would rather see the dividends increased after their net income growth stabilizes and begins to go positive.
    Mar 6 08:23 AM | 2 Likes Like |Link to Comment
  • Herbalife Is An Endless Chain [View article]
    Yes your articles are an endless chain.
    Mar 1 07:11 PM | 6 Likes Like |Link to Comment
  • Herbalife Is An Endless Chain [View article]
    Yes the cream rises to the top...same as all business.
    Mar 1 07:09 PM | Likes Like |Link to Comment
  • Herbalife Is An Endless Chain [View article]
    Amway was in business for a loooong time without the 10 customer rule. The fact is that most successful distributors had at least that many customers all along. Many times it was husband and wife teams with the business being built by one and the retail handled by the other.
    Mar 1 07:07 PM | Likes Like |Link to Comment
  • Herbalife: Here's Why You Won't Hear Ackman's Defense This Time [View article]
    John,

    I assume the "us" you are referring to are the investors long in HLF stock. There is another "us" however that view these articles as part of an educational process. Pointing out these errors is important for individual investors like me that can get freaked out when supposed "smart money" rails against stocks that we own.
    Mar 1 11:00 AM | 1 Like Like |Link to Comment
  • Sorry Bears, We're In A Secular Bull Market [View article]
    That has definitely been the sound strategy since 2009. Sell the rally, buy the dips.
    Feb 23 08:50 AM | Likes Like |Link to Comment
  • Sorry Bears, We're In A Secular Bull Market [View article]
    unless it is hurled into space by a Mars rover!
    Feb 23 08:28 AM | Likes Like |Link to Comment
  • Sorry Bears, We're In A Secular Bull Market [View article]
    I don't believe that is tea party rhetoric. Most in the tea party would agree that entitlements are the main problem. The issue is to get the representatives in Congress to do something about it. I happen to fall on the side of both increasing taxes (by cutting back on deductions)and reducing spending primarliy by adjusting entitlements and cutting defense spending. Neither party are willing to do these things.

    I agree with your statement about the international growth story. It is what most of the doom&gloomers forget to factor into the equation. The world GDP is growing quite adequately and should continue to drive corporate profits for the foreseeable future.
    Feb 23 08:14 AM | Likes Like |Link to Comment
  • Sorry Bears, We're In A Secular Bull Market [View article]
    I am a conservative and I have said it many times. Republican does not always equate to conservative.
    Feb 23 07:49 AM | Likes Like |Link to Comment
  • Herbalife: Shattering The Personal Consumption Myth [View article]
    Thanks! I hadn't seen that before. Having said that, I go back to my last statement about shutting the website down due to the inequities it causes to new distributors/self-cons...
    Feb 17 08:23 AM | Likes Like |Link to Comment
  • Herbalife: Shattering The Personal Consumption Myth [View article]
    "Herbalife (HLF) now tells us that 71% of its distributors are just personal consumers"

    is not the same statement as:

    "If Michael Johnson is telling me that 71% of distributors sign-up for "personal consumption"

    Distributors that sign up for the business opportunity and end up using the product only for self-consumption can still be counted in the 71%. If MJ said the second statement then your argument is justifiable. If he said the first statement then your argument can be questioned. Since I don't know which statement he made I am still not convinced.

    What I do want to see however, is the website that provides the preferred pricing be shut down immediately as it unfairly disadvantages new distributors selling the same product with less discount than larger distributors.
    Feb 17 05:43 AM | Likes Like |Link to Comment
COMMENTS STATS
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110 Likes