docmike

5 Comments

    • ON: Fri Jul 18th 00:53 AM
      Commented on:
      Dividend Yields Soar
      Mariposa - I know this is delayed, but...
      1. Read this: online.barrons.com/art... - SSW'a ships are booked solid for the next seveal years, eves the ships that is has yet to take delivery on.

      2. Go here and listen to June 16, 2008 webcast and watch the slide presentation: www.seaspancorp.com/in...

      3. This really tells the story: www.seaspancorp.com/fl...

      Look how many ships are chartered, for how long and that includes even ones that haven not yet been built!
      View article »
    • ON: Thu Jul 17th 21:54 PM
      Commented on:
      Was That a Bottom? Should We Even Care?
      Agree about S&P 500 being flat. It is - USA has a mature economy and it is not going to grow rapidly.

      That said, I would not give up on "index funds-like" investments alltogether. VWO or EEM - emerging market ETFs - did much better than SPY and will probably do better for years ahead. VB - US small caps ETF - will probably beat SPY as well.

      Sector funds, country ETFs, asset class ETFs - I believe they do have a place in a good portfolio.

      Disclosure - long VWO, VB.
      View article »
    • ON: Fri Jul 11th 01:29 AM
      Commented on:
      Dividend Yields Soar
      Onerichone - They are only bargains if you can figure out why the fundamentals can reverse and if you are sure this is the bottom. Otherwise, these "bargains" could be at best "dead money" and at worst "paper losses" for quite some time.
      View article »
    • ON: Thu Jul 10th 16:51 PM
      Commented on:
      Dividend Yields Soar
      Keycorp slashed its dividend in half, and it has not cut it in more than 40 prior years, I think. ACAS has not cut its dividend in more than 10 years? That's not enough to say it won't cut it now.

      Yet, there are some nice dividends to be had elsewhere - look at the shippers, for instance, like GNK and SSW.

      Disclosure - long GNK and SSW.
      View article »
    • ON: Sun Jun 29th 01:20 AM
      Commented on:
      Research in Motion's Bad News May Be Very Good for Investors
      RIMM appears significantly overvalued compared with apple and HUGELY overvalued compared with Nokia, using metrics such as P/E and EV/EBITDA. Apple has no debt; RIMM and NOKIA have low debt/equity ratio. Nokia is a market leader and looks like a buy to me. RIMM looks like a short, AAPL looks like a watch or hold.

      Disclosure: no position RIMM, NOK or AAPL.
      View article »
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