Boubou's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/24000/comments http://seekingalpha.com/article/174739-testing-the-performance-of-price-to-book-value?source=feed#comment-773234 773234 They are so immediately related to volume of world trade.
I suppose its not unreasonable to speculate that, if they survive, they will be due for an above-average recovery also]]> Mon, 23 Nov 2009 09:53:29 -0500 They are so immediately related to volume of world trade.
I suppose its not unreasonable to speculate that, if they survive, they will be due for an above-average recovery also]]> http://seekingalpha.com/article/174657-the-truth-behind-china-s-currency-peg?source=feed#comment-771608 771608 Their hired and non-elected professionals will tout the party line if they value their careers.
China, while it is clearly vulnerable to mass discontent and has to avoid that, is in a better position to hold to a longer term plan.
So ,unless the US resorts to faking the grounds for a conflict in the
region ( not without precedent), China will consolidate their advantage. Right now the prospect does not bother me .]]> Sun, 22 Nov 2009 09:00:43 -0500 Their hired and non-elected professionals will tout the party line if they value their careers.
China, while it is clearly vulnerable to mass discontent and has to avoid that, is in a better position to hold to a longer term plan.
So ,unless the US resorts to faking the grounds for a conflict in the
region ( not without precedent), China will consolidate their advantage. Right now the prospect does not bother me .]]> http://seekingalpha.com/article/174220-ethanol-vs-natural-gas-or-coal-comparison-not-even-close?source=feed#comment-766950 766950 A sane person can't live in this world.
I MUST stop reading , viewing and listening to this stuff.]]> Thu, 19 Nov 2009 08:11:49 -0500 A sane person can't live in this world.
I MUST stop reading , viewing and listening to this stuff.]]> http://seekingalpha.com/article/155929-some-graham-and-dodd-type-thoughts-on-stocks-vs-bonds?source=feed#comment-629716 629716 Fortunately I decided to sell all the funds and buy my own dividend stocks and and more than my share of bonds and preferreds.
So I no longer have to watch hotshots spending all my profits on futile acquisitions ,giant bonuses, and fees, and I can pay the bills.


]]> Fri, 14 Aug 2009 10:08:08 -0400 Fortunately I decided to sell all the funds and buy my own dividend stocks and and more than my share of bonds and preferreds.
So I no longer have to watch hotshots spending all my profits on futile acquisitions ,giant bonuses, and fees, and I can pay the bills.


]]> http://seekingalpha.com/article/151905-anglo-american-an-admirable-investment?source=feed#comment-606614 606614 Companies which maintain a dividend are appropriate for those needing income as well as those who don't trust a company to handle the shareholders profits responsibly, for example with rash acquisitions which we now learn are wrong in 70% of instances, or with excessive compensation packages for directors.
Over the last decades you could have owned a growth portfolio only to see your capital halved and not received any profits from the enterprises.
I think punters will increasingly take this point of view.]]> Wed, 29 Jul 2009 11:04:25 -0400 Companies which maintain a dividend are appropriate for those needing income as well as those who don't trust a company to handle the shareholders profits responsibly, for example with rash acquisitions which we now learn are wrong in 70% of instances, or with excessive compensation packages for directors.
Over the last decades you could have owned a growth portfolio only to see your capital halved and not received any profits from the enterprises.
I think punters will increasingly take this point of view.]]> http://seekingalpha.com/article/150414-boring-bp-not-for-your-wallet?source=feed#comment-599660 599660 Thu, 23 Jul 2009 12:57:16 -0400 http://seekingalpha.com/article/150017-13-fundamentally-sound-stocks-with-big-dividends?source=feed#comment-596952 596952 I like this way.]]> Tue, 21 Jul 2009 15:34:06 -0400 I like this way.]]> http://seekingalpha.com/article/148438-u-k-stocks-2009-half-term-report?source=feed#comment-587286 587286 Tue, 14 Jul 2009 09:55:02 -0400 http://seekingalpha.com/article/141406-rising-bond-yields-good-for-corporate-bonds-bad-for-treasuries?source=feed#comment-534009 534009 To prove the point, in Europe the rich go ahead and pay for it anyway, even though it's available free. Richness needs to be expressed.]]> Fri, 05 Jun 2009 15:47:25 -0400 To prove the point, in Europe the rich go ahead and pay for it anyway, even though it's available free. Richness needs to be expressed.]]> http://seekingalpha.com/article/139916-triple-digit-oil-prices-rubin-vs-yergin?source=feed#comment-520955 520955 Experts are always equal and opposite and cancel out.
And yet they all get very well paid not to know what's happening.
So picking your guru is as difficult as picking outcomes in the first place.

Lucky experts who design bridges and airplanes do a bettr job. Of course, they get paid a LOT less.]]> Thu, 28 May 2009 08:59:06 -0400 Experts are always equal and opposite and cancel out.
And yet they all get very well paid not to know what's happening.
So picking your guru is as difficult as picking outcomes in the first place.

Lucky experts who design bridges and airplanes do a bettr job. Of course, they get paid a LOT less.]]> http://seekingalpha.com/article/139718-new-oil-shock-inevitable-mckinsey?source=feed#comment-519265 519265 Your original forecast remains your record.
It's like the hurricane centre.
As the year goes by and if hurricanes are a bit thin on the ground, they revise down based on the facts 'on the ground'
But the changed facts on the ground should have have been predicted, if in fact there is a valid method of prediction.

So I understand weather and behaviour are impossible to predict well, but when a forecast turns up wrong, you are not revising a failed forecast.
You are repudiating one forecast and issuing another based on the new facts you erroneously forecast in the first place.
I realise this thought is of no practical importance.
]]> Wed, 27 May 2009 08:43:48 -0400 Your original forecast remains your record.
It's like the hurricane centre.
As the year goes by and if hurricanes are a bit thin on the ground, they revise down based on the facts 'on the ground'
But the changed facts on the ground should have have been predicted, if in fact there is a valid method of prediction.

So I understand weather and behaviour are impossible to predict well, but when a forecast turns up wrong, you are not revising a failed forecast.
You are repudiating one forecast and issuing another based on the new facts you erroneously forecast in the first place.
I realise this thought is of no practical importance.
]]> http://seekingalpha.com/article/138245-eight-dividend-increases-in-the-news?source=feed#comment-509597 509597 The growth factor is a bif IF as we have all seen lately.]]> Tue, 19 May 2009 10:33:28 -0400 The growth factor is a bif IF as we have all seen lately.]]> http://seekingalpha.com/article/136849-how-will-gold-perform-in-the-coming-equity-crash?source=feed#comment-498901 498901 After all the demand in terms of real life applications is tiny when compared to the amount held for its percieved symbolic value, and this latter value is vulnerable.]]> Mon, 11 May 2009 10:25:07 -0400 After all the demand in terms of real life applications is tiny when compared to the amount held for its percieved symbolic value, and this latter value is vulnerable.]]> http://seekingalpha.com/article/136671-are-shippers-high-dividend-yields-sustainable?source=feed#comment-498896 498896 Hao has fallen prey to this.
At the moment I do it by sifting through recent company announcements for each stock I am looking at, or through the forums.
Is there somewhere which displays current div data?]]> Mon, 11 May 2009 10:19:06 -0400 Hao has fallen prey to this.
At the moment I do it by sifting through recent company announcements for each stock I am looking at, or through the forums.
Is there somewhere which displays current div data?]]> http://seekingalpha.com/article/136565-surprising-upturn-for-the-energy-sector?source=feed#comment-496835 496835 I have had trouble not diving in myself. Anyway its too late to enjoy this little bounce.
In the past my main mistakes have been - having missed the boat, jump into the water anyway and drown. I have got in on the last gasp of every bubble going.
I think there may be a major correction but not back to March levels. I will then get back in and regret not doing it in March.]]> Sat, 09 May 2009 13:37:59 -0400 I have had trouble not diving in myself. Anyway its too late to enjoy this little bounce.
In the past my main mistakes have been - having missed the boat, jump into the water anyway and drown. I have got in on the last gasp of every bubble going.
I think there may be a major correction but not back to March levels. I will then get back in and regret not doing it in March.]]> http://seekingalpha.com/article/136396-book-review-great-depression-ahead?source=feed#comment-495630 495630 As every opinion is out there in print, sooner or later a few of them will be right and timely.
They will become saints.
The rest will keep trying.
Meanwhile we will make our choices, and when we get it right we will be geniuses.
When we are wrong we will wail and gnash teeth.]]> Fri, 08 May 2009 11:52:40 -0400 As every opinion is out there in print, sooner or later a few of them will be right and timely.
They will become saints.
The rest will keep trying.
Meanwhile we will make our choices, and when we get it right we will be geniuses.
When we are wrong we will wail and gnash teeth.]]> http://seekingalpha.com/article/133895-7-deadly-sins-of-income-investing?source=feed#comment-482404 482404 I grew up in socialist post-war Britain. It was quite nice actually , never thinking about health care, education, housing, investing , joblessness etc etc..
If you are not preoccupied with financial problems, the rest of life opens up a bit.
Now i am sweating the daily finance drama like everyone else.
]]> Wed, 29 Apr 2009 09:30:00 -0400 I grew up in socialist post-war Britain. It was quite nice actually , never thinking about health care, education, housing, investing , joblessness etc etc..
If you are not preoccupied with financial problems, the rest of life opens up a bit.
Now i am sweating the daily finance drama like everyone else.
]]> http://seekingalpha.com/article/133084-government-s-new-credit-approach-does-the-end-justify-the-means?source=feed#comment-478889 478889 When they do they will need bailing out again, and they will feel justified in that the unwise actions were spurred by government pressure.
As were the hasty acquisitions under government pressure in late 2008.
And round it goes. Not a lot of wisdom these days.]]> Mon, 27 Apr 2009 09:17:40 -0400 When they do they will need bailing out again, and they will feel justified in that the unwise actions were spurred by government pressure.
As were the hasty acquisitions under government pressure in late 2008.
And round it goes. Not a lot of wisdom these days.]]> http://seekingalpha.com/article/131851-bond-expert-monday-wrap-the-market-has-an-epiphany?source=feed#comment-470964 470964 As irrational factors clearly rule most of the time, and clearly no predictor or analyst knows what he is talking about, I suppose we must be a bit crazy to participate, unless we own up and say we like a bit of a gamble with the odds against us.]]> Tue, 21 Apr 2009 09:41:02 -0400 As irrational factors clearly rule most of the time, and clearly no predictor or analyst knows what he is talking about, I suppose we must be a bit crazy to participate, unless we own up and say we like a bit of a gamble with the odds against us.]]> http://seekingalpha.com/article/131258-john-mclaughlin-more-clueless-economic-banter?source=feed#comment-466617 466617 No need to work - just spend the inflating value of your assets.
Go round the treadmill faster and faster and generate more and more money for the Lords of the Universe and their armies of producers overseas

I offer another dream.
In this one , everyone has a guaranteed minimum level of health care, education and
housing. Everyone is happy to cooperate to bring this about.
If you want more you can go for it and earn it, , but not in a way that wrecks the main goal.]]> Fri, 17 Apr 2009 11:28:32 -0400 No need to work - just spend the inflating value of your assets.
Go round the treadmill faster and faster and generate more and more money for the Lords of the Universe and their armies of producers overseas

I offer another dream.
In this one , everyone has a guaranteed minimum level of health care, education and
housing. Everyone is happy to cooperate to bring this about.
If you want more you can go for it and earn it, , but not in a way that wrecks the main goal.]]> http://seekingalpha.com/news/market_currents/post/21664?source=feed#comment-461936 461936 I'm taking a day or two off the news.]]> Mon, 13 Apr 2009 16:01:45 -0400 I'm taking a day or two off the news.]]> http://seekingalpha.com/article/130327-aspen-holdings-preferred-shares-look-particularly-attractive?source=feed#comment-458657 458657 Other distressed preferreds ( and higher rated) selling for 1/2 price include those of ING, BCS, DB etc.. which have more than doubled in recent weeks from lows down around 20c on the dollar.
I think all these are worth a look.]]> Fri, 10 Apr 2009 08:48:17 -0400 Other distressed preferreds ( and higher rated) selling for 1/2 price include those of ING, BCS, DB etc.. which have more than doubled in recent weeks from lows down around 20c on the dollar.
I think all these are worth a look.]]> http://seekingalpha.com/article/130295-roubini-vs-cramer?source=feed#comment-458644 458644 So , Roubini, Schiff , The Daily Show et al - keep on keeping them honest.]]> Fri, 10 Apr 2009 08:39:35 -0400 So , Roubini, Schiff , The Daily Show et al - keep on keeping them honest.]]> http://seekingalpha.com/article/129059-2011-a-canadian-tax-odyssey-canadian-income-trust-investors-guide?source=feed#comment-448919 448919 This has been much better than similar offerings from expensive services.

Many thanks to Cliff.]]> Thu, 02 Apr 2009 07:32:38 -0400 This has been much better than similar offerings from expensive services.

Many thanks to Cliff.]]> http://seekingalpha.com/article/128128-cramer-s-stop-trading-cramer-calls-a-bottom-3-26-09?source=feed#comment-442484 442484 !@#$%^%$!!!!!!!!!!!!!!
I used to laught at this guy but now I'm angry.

This is the most outrageous and bald-faced lie ever.
Jon Stewart! - we need you back again..he hasn't learned his lesson]]> Fri, 27 Mar 2009 12:00:55 -0400 !@#$%^%$!!!!!!!!!!!!!!
I used to laught at this guy but now I'm angry.

This is the most outrageous and bald-faced lie ever.
Jon Stewart! - we need you back again..he hasn't learned his lesson]]> http://seekingalpha.com/article/126110-the-high-dividend-stock-investor-s-collapsing-dollar-survival-guide-part-5?source=feed#comment-427685 427685 Mon, 16 Mar 2009 11:35:18 -0400 http://seekingalpha.com/article/126110-the-high-dividend-stock-investor-s-collapsing-dollar-survival-guide-part-5?source=feed#comment-427681 427681 Quantumonline.com is a fantastic source for preferreds and all other exchange traded debt stuff.

This series has been really usefull - the most directly useful I have seen.. Thankyou.]]> Mon, 16 Mar 2009 11:33:50 -0400 Quantumonline.com is a fantastic source for preferreds and all other exchange traded debt stuff.

This series has been really usefull - the most directly useful I have seen.. Thankyou.]]> http://seekingalpha.com/article/123362-5-etfs-that-appear-in-the-bargain-bin?source=feed#comment-407642 407642 They have been systematically debunked for at least 10 years now, and etfs let you out of outrageous fund fees plus the multiple trading fees if ou have your own spread portfolio.]]> Sun, 01 Mar 2009 08:51:12 -0500 They have been systematically debunked for at least 10 years now, and etfs let you out of outrageous fund fees plus the multiple trading fees if ou have your own spread portfolio.]]> http://seekingalpha.com/article/122971-general-maritime-corporation-q4-2008-earnings-call-transcript?source=feed#comment-405667 405667 Will an independent analysts please draw the wrong conclusions for me?
Or shall i wait fro the verdict of the proletariat?]]> Fri, 27 Feb 2009 09:33:37 -0500 Will an independent analysts please draw the wrong conclusions for me?
Or shall i wait fro the verdict of the proletariat?]]> http://seekingalpha.com/article/121544-slippery-slope-dry-bulk-shipping-contracts-begin-to-default?source=feed#comment-396489 396489 Now they will work for the privilege of fishing off the stern.]]> Fri, 20 Feb 2009 10:27:52 -0500 Now they will work for the privilege of fishing off the stern.]]>