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dnorm1234

dnorm1234
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  • 25 Dividend Champion Investment Opportunities: Something For Every Retired Investor, Part 1 [View article]
    >Did you see anyone here refer to any of those as being high-quality?

    Easy to say this with hindsight.
    Aug 23 12:51 PM | Likes Like |Link to Comment
  • Zillow Housing Data Portends A Housing Downturn [View article]
    >How can you consider that cogent?

    Touché.

    > A central bank requires gov guns (coercion) to support it.

    What is the alternative to those guns? Government coercion on one hand, or my burly neighbour "coercing" my property from me on the other. I'll take the devil I know.

    But your point about going where the money goes is well taken.
    Aug 21 04:47 PM | Likes Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    >The Falcon 9 launch schedule that I already linked shows three powered rocket landings planned for later this year, not "many years away."

    Scheduled tests with a "low probability of success" don't exactly exude the operational capability that the original post was referring to.

    So maybe you should be less hasty accusing people of poor reading comprehension.
    Aug 21 04:25 PM | Likes Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    >When or if Space X goes public beg, borrow, or steal, enough of money to buy as much stock and you can

    Regardless of price, right? Just your style. What absolutely terrible advice.
    Aug 21 04:16 PM | Likes Like |Link to Comment
  • Zillow Housing Data Portends A Housing Downturn [View article]
    >There just aren't enough enlightened people

    I enjoy your writings, but the "people who disagree just aren't smart" argument isn't terribly becoming or cogent. There are plenty of enlightened people on both sides of the central banking argument. And, from my experience, most of the people who argue against the Fed are fringe lunatics (present company not included).
    Aug 21 04:04 PM | 1 Like Like |Link to Comment
  • Zillow Housing Data Portends A Housing Downturn [View article]
    >What about this chart seems sustainable to you?

    What does the asset side look like?
    Aug 21 01:19 PM | Likes Like |Link to Comment
  • Tesla Rated Ripe: Too Scared To Touch It [View article]
    >today's share price will turn out to low

    No, see, today's share price represents all those things happening. Do you think the company is worth what it's worth today based on the meagre sales of the model S? People expect big things from this company.

    The idea that the achievement of things already priced will drive share price to extreme heights is going to crush a lot of people who piled in late...
    Aug 21 11:07 AM | 1 Like Like |Link to Comment
  • Tesla Rated Ripe: Too Scared To Touch It [View article]
    >Relevant when you are at a light in the right lane but need to get all the way over to the left for a turn with not much room to do it

    How contrived. How about paying attention to where you have to go instead of endangering other drivers with stupid manoeuvres? The solution is to signal your intentions and move over when there is space. My girlfriend manages it in her Sentra with a whole 130hp.

    That said, I'm sure the instant torque of the Tesla is wonderful.
    Aug 21 10:59 AM | 1 Like Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    >Nokia was once GM. Apple was once Tesla.

    Why didn't you equate BlackBerry or Nokia with Tesla?

    I mean, Nokia created one of the first handheld, portable phones and was a big driver in GSM technology, which pretty much set the stage for the mobile phone explosion. BlackBerry created the first, good phone "semi-smart phone" that could handle email. They were insanely popular.

    Now both companies are relegated to the dustbin, surpassed by numerous companies over which they had a huge head-start, technology-wise. That doesn't fit your narrative.
    Aug 19 01:44 PM | 3 Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    > A worn-out, clearly controversial position; 2) no new information, no in-depth analysis and no real substance

    If only there were more articles about how Tesla is going to become a major energy player and put Exxon and Chevron out of business, the world would remain in balance.

    SA is what you make of it. Stories from everywhere, that's why it's great. If you take any financial writer at their word, you're asking for it.
    Aug 19 12:21 PM | 1 Like Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    >Can you imagine paying over $35K for a citycar when a Model 3 is available for the same price?

    What's with people comparing a real car that you can buy today with one that is, literally, on the drawing board with a speculative delivery date?

    We don't know anything about the model 3, nor do we know what the i3 looks like whenever the model 3 is ready.

    But I agree on one point, I would never buy an i3 at that price point.
    Aug 19 12:17 PM | 4 Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    >So 2016 becomes 2023-2031.

    I will take the under on that bet with you, all day long.
    Aug 19 12:11 PM | Likes Like |Link to Comment
  • 2 Key Tests For The True Dividend Growth Investor [View article]
    >If one drops out of that status, as CTL did, then I'll sell that position long before it loses me much money.

    I only ever have time to "pick at", rather than compliment, but I don't really believe that you or anyone has the ability to do this consistently. Or, if you do, the average person definitely doesn't.

    I mean, that's the answer to all investing: buy stuff and get out before it loses much money. Way easier said than done. Mr. Crosetti said something similar that I (probably excessively) mock him for, something to the effect he only buys the good companies.

    It makes me skeptical of the method (ANY method) when the last line recommendation is, essentially, sell high if things look bad.

    Great discussion though, enjoying the reads.
    Aug 19 11:35 AM | Likes Like |Link to Comment
  • Prospect Capital: A Return To Form? [View article]
    >12% divs plus some capital appreciation -- doesn't get much better than that.

    Your latter point with respect to monitoring is well-taken.

    I'm also long PSEC though I've lightened up recently. Every time I see that 12% I wonder how it's possible in today's low interest environment. The rational side of me knows it isn't.
    Aug 19 11:14 AM | 4 Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    >Is the market so small that we have to concern about not having enough room for Tesla?


    Absolutely not. In fact it's the most probable outcome: Tesla becomes one of many producing electric cars, probably at the high end.

    But TSLA is priced like (and have actually read comments supporting the view) it's going to be bigger than some combination of the biggest car companies on earth in 5 or 6 years. It's craziness.
    Aug 19 11:06 AM | 9 Likes Like |Link to Comment
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