If it's a healthy sign when small caps (IWM) lead large caps (SPY) during a rally, then the recent move higher should come with a warning. Small caps failed to take out their July 19 high and instead made a series of lower highs that month, writes Joe Bell. Actually, the S&P outperformance has been going on for longer than 4 weeks. [View news story]
United Technologies Looks To Fly To $102 With Broader Aerospace Reach [View article]
interesting, thanks. long UTX.......5% of my portfolio and growing...I decided to take some of the dividends to keep my portfolio in balance, but I wonder if a case can be made for giving UTX a greater than 5% allocation (generally not wise)as I really think the outlook is very favorable with great growth potential.
Norfolk Southern (NSC) declares $0.50/share quarterly dividend, 6.4% increase from prior dividend of $0.47. Forward yield 2.73%. For shareholders of record Aug 13. Payable Sep 10. Ex-div date Aug 09. (PR) [View news story]
Nice! pretty great dividend and increase. long NSC
Building An Intelligent REIT Portfolio With 'Wide Moat' Revenue Streams [View article]
I really appreciate this article. I am long PCL and HCP and think I might add more REITs to my portfolio in an attempt to be more diversified within the sector and also as a defensive play within the broader market. great food for thought!
I thought about it and decided to sell all my shares of STX today.I figure I have a profit of about 26% over my original investment. I know I could have waited to see if the price went higher, but I have a sufficient amount invested in tech stocks, so now I just have a little less.
United Technologies (UTX) agrees to sell its Hamilton Sundstrand industrial products businesses to BC Partners and The Carlyle Group (CG) for $3.46B. UTX put the pump unit on the block, along with three other non-core assets, as part of a plan to repay a portion of the short-term debt incurred to finance its $16.5B acquisition of Goodrich Corporation (GR). [View news story]
I am interested in any comments anyone migh thave concerning this sale.
The Supreme Court opinion on the Healthcare Act means that medical device makers still face a 2.3% tax on domestic sales starting next year unless they can persuade Congress to repeal it. Shares are sliding: MDT -1.2%, BSX -2.7%, STJ -1%, EW 1.1%, SYK -1.9%, ATRC -4.7%, CYBX -1.6%. [View news story]
What Would Mr. Benjamin Graham Think Of 3M Company? [View article]
really well written and thorough. thank-you. I am long 3M - because it's a stock I inherited. Don't know if I would have chosen it on my own, but......I think, as you say, that it's a good company, so I keep it and reinvest the dividends for now.
Someone told me that at the time of our country's founding there was a faction that thought voting rights should only be apportioned to a certain segment of the population like the ruling class; this group felt that realistically only a certain portion of the country or any people have the intelligence to understand the complexities of the issues and problems facing them.
I think democratic institutions need literate people, and being "well educated" by some measures may nearly bypass literacy. And I am talking about literacy which as a concept and skill implies and includes a plenitude of reasoning and thinking skills.
Since not all people are intelligent, just as all people are not stupid, a case can be made for the merits of a moral education and its benefits to a society. 'The fear of God is the beginning of wisdom."
Wall Street Breakfast: Must-Know News [View article]
If it's a healthy sign when small caps (IWM) lead large caps (SPY) during a rally, then the recent move higher should come with a warning. Small caps failed to take out their July 19 high and instead made a series of lower highs that month, writes Joe Bell. Actually, the S&P outperformance has been going on for longer than 4 weeks. [View news story]
United Technologies Looks To Fly To $102 With Broader Aerospace Reach [View article]
Norfolk Southern (NSC) declares $0.50/share quarterly dividend, 6.4% increase from prior dividend of $0.47. Forward yield 2.73%. For shareholders of record Aug 13. Payable Sep 10. Ex-div date Aug 09. (PR) [View news story]
Building An Intelligent REIT Portfolio With 'Wide Moat' Revenue Streams [View article]
July And YTD S&P 500, Asset Class And Sector Performance [View article]
Seagate: Time To Take Some Profits [View article]
Seagate: Time To Take Some Profits [View article]
Seagate: Time To Take Some Profits [View article]
Glaring Recession Signal - Consumer Spending Stops [View article]
Sanofi Still Surprising And Surpassing [View article]
United Technologies (UTX) agrees to sell its Hamilton Sundstrand industrial products businesses to BC Partners and The Carlyle Group (CG) for $3.46B. UTX put the pump unit on the block, along with three other non-core assets, as part of a plan to repay a portion of the short-term debt incurred to finance its $16.5B acquisition of Goodrich Corporation (GR). [View news story]
The Supreme Court opinion on the Healthcare Act means that medical device makers still face a 2.3% tax on domestic sales starting next year unless they can persuade Congress to repeal it. Shares are sliding: MDT -1.2%, BSX -2.7%, STJ -1%, EW 1.1%, SYK -1.9%, ATRC -4.7%, CYBX -1.6%. [View news story]
What Would Mr. Benjamin Graham Think Of 3M Company? [View article]
America's 'Trente Glorieuses'? [View article]
I think democratic institutions need literate people, and being "well educated" by some measures may nearly bypass literacy. And I am talking about literacy which as a concept and skill implies and includes a plenitude of reasoning and thinking skills.
Since not all people are intelligent, just as all people are not stupid, a case can be made for the merits of a moral education and its benefits to a society. 'The fear of God is the beginning of wisdom."