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dancing diva

dancing diva
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  • Lanny's Recent Purchase - Johnson & Johnson [View article]
    Good job! I have a tough time seeing in the current environment JNJ yielding much more than the current 3.0% given its dependability and balance sheet, but I'm hoping for further weakness to add. As it is it's my largest position and while I've been a bit disappointed in its performance over the last several months, after a stellar 2013 and 2014, it's not unexpected.
    Apr 26, 2015. 01:51 PM | 2 Likes Like |Link to Comment
  • Weighing The Week Ahead: Time For An Upside Breakout? [View article]
    I disagree. I think it's more likely that if earnings and the FOMC statement are both positives the market will end the week higher. Then in May if Greece becomes an issue the market will correct.
    Apr 26, 2015. 12:23 PM | 1 Like Like |Link to Comment
  • There Is Little 'Fact' In The Austerity Vs. Deficit Spending Debate [View article]
    Joe - there was a third study cited from the BIS - you just had to read more than one paragraph.
    Apr 25, 2015. 03:15 PM | 1 Like Like |Link to Comment
  • There Is Little 'Fact' In The Austerity Vs. Deficit Spending Debate [View article]
    Joe - There are other studies besides Rogoff/Reinhart that come to the same conclusion. This article mentions two of them.
    http://herit.ag/14KEDn6
    Apr 25, 2015. 11:15 AM | Likes Like |Link to Comment
  • There Is Little 'Fact' In The Austerity Vs. Deficit Spending Debate [View article]
    They switch sides for two reasons. First - they don't want to go through the pain. Rather later than now, hoping that later solves itself. Second, we're talking about politicians here - how can they get elected again if they allow their constituents to fail?

    I'm not advocating austerity. But continuing to spend and piling up debt is no long term solution either.
    Apr 25, 2015. 11:14 AM | Likes Like |Link to Comment
  • Secular Stagnation Or Golden Era Of Low And Stable Growth? [View article]
    Cullen - the longer expansions post 1980 were fueled by debt/deficit spending. Is that a good thing?
    http://bit.ly/1zWAonk
    http://bit.ly/1yywu2F
    Apr 24, 2015. 08:51 PM | Likes Like |Link to Comment
  • Federal Budget Deficit < 3% Of GDP [View article]
    How much better the deficit could be if corporations paid their fair share. Note how corporate profits are 1/3 higher than 2007 and corporate tax receipts are still below 2007. Obviously those lobbyists are worth the money!

    http://bit.ly/1IIHBQ7
    Apr 14, 2015. 01:01 PM | 3 Likes Like |Link to Comment
  • Weighing The Week Ahead: The Start Of An 'Earnings Recession'? [View article]
    Obviously you don't have a teenager if you can't see spending that much time online as a bad thing.
    Apr 13, 2015. 03:05 PM | 1 Like Like |Link to Comment
  • Barron's on GE: Sell the news [View news story]
    You read me correctly, Bobcat. I'd be surprised to see $35, but $30 +/- $5 is reasonable over the next year or so. I sold 1/3 of my holding @ $28.50 and either intend to sell another 1/3 near $30 and/or sell calls if the stock reaches that level.

    GE said they would not be raising the dividend in 2016, at $30 it would yield 3%. I do own industrial stocks that pay less, but have more confidence in their mgmt.
    Apr 12, 2015. 03:52 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: The Start Of An 'Earnings Recession'? [View article]
    Jeff - while I don't often use stops, when I do, I use an order called a "stop limit" whereby you can specify not only your stop out price, but the lowest level you will accept. This protects you from a flash crash. Fidelity has this type of order and I imagine other brokerage firms do as well.
    Apr 12, 2015. 01:07 PM | 3 Likes Like |Link to Comment
  • Barron's on GE: Sell the news [View news story]
    Bobcat - I've found this advice - told to me by a wise old gentleman many years ago - invaluable. He said "never try to argue with an idiot - he will never understand and it will only frustrate you".

    Most of us realize GE is as likely to get to $60 within the next few years about as likely as I at 58 years old (and married) is likely to be crowned Miss America.
    Apr 11, 2015. 06:10 PM | 5 Likes Like |Link to Comment
  • Barron's on GE: Sell the news [View news story]
    Don't forget earnings will drop precipitously when GE divests the bulk of their real estate portfolio.
    Apr 11, 2015. 06:00 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Time For An Economic Spring Thaw? [View article]
    FYI - Globex on-line futures trading will occur Good Friday in equity, interest rates and foreign exchange products - closing early but the S&P will trade for 45 minutes after the employment release, FX and bonds another two hours after the S&P closes according the CME.
    http://bit.ly/1ypv7UL
    Mar 29, 2015. 11:25 AM | Likes Like |Link to Comment
  • Corporate Profits Are Still Very Impressive [View article]
    While I don't disagree there's a possibility of more multiple expansion since interest rates are likely to remain very low, that's the worst possible reason to be bullish, especially since stocks are no longer cheap.

    The fact stocks aren't "egregiously overvalued" doesn't ease my concerns that massive increases in global debt over the past several years makes for a precarious world.
    Mar 28, 2015. 07:01 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: The Quest For New Worries [View article]
    I don't have a history of revenues, but earnings declined three times (1983, 1985 and 1986) in non-recessionary periods since 1960. The 1986 decline was most likely due to the precipitous drop in crude oil prices in late 1985. I don't know the reasons for the 1983 and 1985 declines but they may have been commodity related.

    http://bit.ly/w4jRpw~adamodar/New_Home_Pag...
    Mar 23, 2015. 05:15 PM | Likes Like |Link to Comment
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