MauDib's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/241908/comments http://seekingalpha.com/article/124632-ten-stocks-to-hold-long-term-barron-s?source=feed#comment-421734 421734 Wed, 11 Mar 2009 10:21:38 -0400 http://seekingalpha.com/article/124632-ten-stocks-to-hold-long-term-barron-s?source=feed#comment-421712 421712 Wed, 11 Mar 2009 10:07:24 -0400 http://seekingalpha.com/article/124632-ten-stocks-to-hold-long-term-barron-s?source=feed#comment-421683 421683
KOF is trading at a P/E of 15 and div of 1.7% I would have thought that the current decline in the DOW from 14K to 7K would have told the writers that people have wised up from big P/E's and no dividends.]]> Wed, 11 Mar 2009 09:46:05 -0400
KOF is trading at a P/E of 15 and div of 1.7% I would have thought that the current decline in the DOW from 14K to 7K would have told the writers that people have wised up from big P/E's and no dividends.]]> http://seekingalpha.com/article/124528-2009-depression-will-be-nothing-like-1929?source=feed#comment-418519 418519 Sun, 08 Mar 2009 19:57:06 -0400 http://seekingalpha.com/article/123911-is-the-market-going-lower-silly-question?source=feed#comment-412398 412398

On Mar 03 10:47 PM Deepv wrote:

> Also, are the retained earnings accumulated from 1997 to today worth
> nothing? S&P has $300/share net cash and interest rates are near
> zero. Seems overdone unless we are in a genuine depression.]]> Wed, 04 Mar 2009 08:50:30 -0500

On Mar 03 10:47 PM Deepv wrote:

> Also, are the retained earnings accumulated from 1997 to today worth
> nothing? S&P has $300/share net cash and interest rates are near
> zero. Seems overdone unless we are in a genuine depression.]]> http://seekingalpha.com/article/123956-the-average-stock-is-now-very-cheap?source=feed#comment-412368 412368
So, the risk/reward is not there for a p/e of 9-10. You can buy a stable utility for that p/e. So, as a goup, small caps are not cheap at those average prices - while individual stocks at the start of their growth cycle may be worth much more.]]> Wed, 04 Mar 2009 08:33:04 -0500
So, the risk/reward is not there for a p/e of 9-10. You can buy a stable utility for that p/e. So, as a goup, small caps are not cheap at those average prices - while individual stocks at the start of their growth cycle may be worth much more.]]> http://seekingalpha.com/article/124045-is-the-market-really-like-a-political-tracking-poll?source=feed#comment-412336 412336 Wed, 04 Mar 2009 08:06:12 -0500 http://seekingalpha.com/article/123210-obama-spending-vs-netanyahu-cuts-who-s-right?source=feed#comment-412028 412028 Tue, 03 Mar 2009 21:29:34 -0500 http://seekingalpha.com/article/123538-oracle-of-omaha-warns-of-onslaught-of-inflation?source=feed#comment-412020 412020
Also, how do you get non-manuf workers and govt workers to take a pay cut in hard times? Answer, inflate away their fixed salaries: teachers, police officers, SS retirees - print 10% more money = pay cut of 10%.

The feds have a strong incentive to inflate as the world's largest debtor.
]]> Tue, 03 Mar 2009 21:17:23 -0500
Also, how do you get non-manuf workers and govt workers to take a pay cut in hard times? Answer, inflate away their fixed salaries: teachers, police officers, SS retirees - print 10% more money = pay cut of 10%.

The feds have a strong incentive to inflate as the world's largest debtor.
]]> http://seekingalpha.com/article/123568-eight-more-companies-increase-their-dividends?source=feed#comment-412014 412014
Of all the stakeholders in a business, e.g. govt taxes, employees, etc., the distant owners get the least after everyone else gets their cut - the poster child is GM.

During this decade, I read financial commentators talking about a "mouth-watering" 3 % dividend - you have got to be kidding! Give the shareholders a real return on their investment since mgt does not need the cash for growth (and growth for its own sake - questionable benefit) - bad decisions by having too much cash - Look at MicroSoft - billions of dollars of cash. Where is the IRS with the accumulated earnings tax?
]]> Tue, 03 Mar 2009 21:10:55 -0500
Of all the stakeholders in a business, e.g. govt taxes, employees, etc., the distant owners get the least after everyone else gets their cut - the poster child is GM.

During this decade, I read financial commentators talking about a "mouth-watering" 3 % dividend - you have got to be kidding! Give the shareholders a real return on their investment since mgt does not need the cash for growth (and growth for its own sake - questionable benefit) - bad decisions by having too much cash - Look at MicroSoft - billions of dollars of cash. Where is the IRS with the accumulated earnings tax?
]]> http://seekingalpha.com/article/123637-the-cost-of-living-in-manhattan?source=feed#comment-412013 412013 Tue, 03 Mar 2009 21:04:19 -0500 http://seekingalpha.com/article/123781-u-s-economy-we-don-t-have-the-right-people-in-charge?source=feed#comment-412008 412008
BHO has never run anthing other than a constitutional law classroom, and other less visible political leaders suffer from the same lack of management experience.]]> Tue, 03 Mar 2009 20:53:09 -0500
BHO has never run anthing other than a constitutional law classroom, and other less visible political leaders suffer from the same lack of management experience.]]> http://seekingalpha.com/article/123794-is-buy-and-hold-an-antiquated-theory?source=feed#comment-411997 411997
Of all the stakeholders in a business, e.g. govt taxes, employees, etc., the distant owners get the least and the last, meaning after everyone else gets their cut - the poster child is GM.

During this decade, I read financial commentators talking about a "mouth-watering" 3 % dividend - you have got to be kidding! Give the shareholders a real return on their investment since mgt does not need the cash for growth (and growth for its own sake - questionable benefit). How about a real return: spendable cash to me of 7% on my stock price!

]]> Tue, 03 Mar 2009 20:37:33 -0500
Of all the stakeholders in a business, e.g. govt taxes, employees, etc., the distant owners get the least and the last, meaning after everyone else gets their cut - the poster child is GM.

During this decade, I read financial commentators talking about a "mouth-watering" 3 % dividend - you have got to be kidding! Give the shareholders a real return on their investment since mgt does not need the cash for growth (and growth for its own sake - questionable benefit). How about a real return: spendable cash to me of 7% on my stock price!

]]> http://seekingalpha.com/article/123803-cramer-s-stop-trading-peabody-is-in-freefall-3-2-09?source=feed#comment-411993 411993
Of all the stakeholders in a business, e.g. govt taxes, employees, etc., the distant owners get the least after everyone else gets their cut - the poster child is GM.

During this decade, I read financial commentators talking about a "mouth-watering" 3 % dividend - you have got to be kidding! Give the shareholders a real return on their investment since mgt does not need the cash for growth (and growth for its own sake - questionable benefit) - at least 7% OR 50% of net income, whichever is lower.

Example, Conoco has 6 bbls of oil for every share of stock, yet the share is priced below 1 bbl - why? The reason is that history has shown that the govt is the #1 recipient of the cash - 35% to 50% - then the employees then mgt -- with stock options, mgt has a disincentive to distribute dividends, rather try to grow the business. This is the opportunity to change this thinking. Investors would have a real incentive to invest.

Since this is not likely to happen, I will go back to individual rental properties which give me control and, thus, real ROI - spendable cash!
]]> Tue, 03 Mar 2009 20:32:25 -0500
Of all the stakeholders in a business, e.g. govt taxes, employees, etc., the distant owners get the least after everyone else gets their cut - the poster child is GM.

During this decade, I read financial commentators talking about a "mouth-watering" 3 % dividend - you have got to be kidding! Give the shareholders a real return on their investment since mgt does not need the cash for growth (and growth for its own sake - questionable benefit) - at least 7% OR 50% of net income, whichever is lower.

Example, Conoco has 6 bbls of oil for every share of stock, yet the share is priced below 1 bbl - why? The reason is that history has shown that the govt is the #1 recipient of the cash - 35% to 50% - then the employees then mgt -- with stock options, mgt has a disincentive to distribute dividends, rather try to grow the business. This is the opportunity to change this thinking. Investors would have a real incentive to invest.

Since this is not likely to happen, I will go back to individual rental properties which give me control and, thus, real ROI - spendable cash!
]]> http://seekingalpha.com/article/122553-5-indicators-the-economy-is-recovering?source=feed#comment-404146 404146
The good thing about tough times is that it forces leaders to take strong action related to productivity (cut the deadwood) that they would not do otherwise. My company will lay off 13 of 57 workers tomorrow. The owners took a 33% pay cut.

What has to happen is that businesses increase dividends, not cut them, to encourage investment. Like buying a CD, that encourages families to save now because of increased consumption in the future, not just a hoped for promise of capital gains. Of all the stakeholders in a business, e.g. govt taxes, employees, etc., the distant owners get the least after everyone else gets their cut - the poster child is GM.

During this decade, I read financial commentators talking about a "mouth-watering" 3 % dividend - you have got to be kidding! Give the shareholders a real return on their investment since mgt does not need the cash for growth (and growth for its own sake - questionable benefit).

Example, Conoco has 6 bbls of oil for every share of stock, yet the share is priced below 1 bbl - why? The reason is that history has shown that the govt is the #1 recipient of the cash - 35% - then the employees then mgt -- with stock options, mgt has a disincentive to distribute dividends, rather try to grow the business. This is the opportunity to change this thinking.]]> Thu, 26 Feb 2009 07:51:20 -0500
The good thing about tough times is that it forces leaders to take strong action related to productivity (cut the deadwood) that they would not do otherwise. My company will lay off 13 of 57 workers tomorrow. The owners took a 33% pay cut.

What has to happen is that businesses increase dividends, not cut them, to encourage investment. Like buying a CD, that encourages families to save now because of increased consumption in the future, not just a hoped for promise of capital gains. Of all the stakeholders in a business, e.g. govt taxes, employees, etc., the distant owners get the least after everyone else gets their cut - the poster child is GM.

During this decade, I read financial commentators talking about a "mouth-watering" 3 % dividend - you have got to be kidding! Give the shareholders a real return on their investment since mgt does not need the cash for growth (and growth for its own sake - questionable benefit).

Example, Conoco has 6 bbls of oil for every share of stock, yet the share is priced below 1 bbl - why? The reason is that history has shown that the govt is the #1 recipient of the cash - 35% - then the employees then mgt -- with stock options, mgt has a disincentive to distribute dividends, rather try to grow the business. This is the opportunity to change this thinking.]]> http://seekingalpha.com/article/116297-evidence-that-big-inflation-is-coming?source=feed#comment-365408 365408
Also, how do you get non-manuf workers and govt workers to take a pay cut in hard times? Answer, inflate away their fixed salaries: teachers, police officers, SS retirees - print 10% more money = pay cut of 10%.

The feds have a strong incentive to inflate.]]> Sun, 25 Jan 2009 08:11:13 -0500
Also, how do you get non-manuf workers and govt workers to take a pay cut in hard times? Answer, inflate away their fixed salaries: teachers, police officers, SS retirees - print 10% more money = pay cut of 10%.

The feds have a strong incentive to inflate.]]> http://seekingalpha.com/article/103291-chesapeake-energy-unlikely-to-remain-this-cheap?source=feed#comment-295759 295759 Sat, 01 Nov 2008 11:48:08 -0400 http://seekingalpha.com/article/101029-exelon-could-grab-nrg-for-a-song?source=feed#comment-295757 295757 Sat, 01 Nov 2008 11:43:13 -0400