Steve in TN's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/283653/comments http://seekingalpha.com/article/1459531/comments?source=feed#comment-19204721 19204721 I wonder what the percentage growth to our economy has to be subtracted from an "optimal" growth rate are due to these impediments. ]]> Fri, 24 May 2013 10:11:59 -0400 I wonder what the percentage growth to our economy has to be subtracted from an "optimal" growth rate are due to these impediments. ]]> http://seekingalpha.com/article/1457141/comments?source=feed#comment-19172921 19172921 You're not aware of one fact :
Auto enthusiasts love the Model S. It drives great, looks great, holds lots of people & luggage, and is fast as hell.
Not just green enthusiasts want the Model S.]]> Thu, 23 May 2013 14:21:25 -0400 You're not aware of one fact :
Auto enthusiasts love the Model S. It drives great, looks great, holds lots of people & luggage, and is fast as hell.
Not just green enthusiasts want the Model S.]]> http://seekingalpha.com/article/1452541/comments?source=feed#comment-19136291 19136291 Car enthusiasts love this car for reasons mentioned by earlier posts. Just like Porsche has carved out a very lucrative place in high-end sports cars, Tesla is doing the same for high-end EVs.
I honestly don't believe GM, Ford, and the Japanese can come up with a worthy competitor to the Model S that will appeal as much to the well-heeled car enthusiasts who are the ones buying the Tesla.]]> Wed, 22 May 2013 17:12:33 -0400 Car enthusiasts love this car for reasons mentioned by earlier posts. Just like Porsche has carved out a very lucrative place in high-end sports cars, Tesla is doing the same for high-end EVs.
I honestly don't believe GM, Ford, and the Japanese can come up with a worthy competitor to the Model S that will appeal as much to the well-heeled car enthusiasts who are the ones buying the Tesla.]]> http://seekingalpha.com/article/1454061/comments?source=feed#comment-19125191 19125191
Oops, I'd better be careful; I don't want to get audited.]]> Wed, 22 May 2013 13:51:44 -0400
Oops, I'd better be careful; I don't want to get audited.]]> http://seekingalpha.com/article/1452811/comments?source=feed#comment-19113641 19113641 A lot of the stocks in the index are overbought. The high dividend stocks with growing dividends have been the place to be in this extreme low interest rate world and will continue to outperform until the Fed changes policy. This is the exact opposite of the investment climate in 1999-2000. In that period high volatility growth stocks were the place to be. Now the fad is high dividend stocks.
I admit most of my portfolio currently contains dividend growth stocks, but during the next major downturn in the market I will be diversifying to some degree out of DG stocks and into those of a more cyclical nature.
We must be nearing a peak in high dividend stocks.]]> Wed, 22 May 2013 09:43:53 -0400 A lot of the stocks in the index are overbought. The high dividend stocks with growing dividends have been the place to be in this extreme low interest rate world and will continue to outperform until the Fed changes policy. This is the exact opposite of the investment climate in 1999-2000. In that period high volatility growth stocks were the place to be. Now the fad is high dividend stocks.
I admit most of my portfolio currently contains dividend growth stocks, but during the next major downturn in the market I will be diversifying to some degree out of DG stocks and into those of a more cyclical nature.
We must be nearing a peak in high dividend stocks.]]> http://seekingalpha.com/article/1449081/comments?source=feed#comment-19064761 19064761 Tue, 21 May 2013 08:33:49 -0400 http://seekingalpha.com/article/1439121/comments?source=feed#comment-18912031 18912031 Behavioral economics is something I need to read more of.]]> Thu, 16 May 2013 15:22:06 -0400 Behavioral economics is something I need to read more of.]]> http://seekingalpha.com/article/1439571/comments?source=feed#comment-18895411 18895411
I respectfully disagree - we got socialized medicine which is all Prez O wanted as his legacy.]]> Thu, 16 May 2013 10:09:26 -0400
I respectfully disagree - we got socialized medicine which is all Prez O wanted as his legacy.]]> http://seekingalpha.com/article/1439571/comments?source=feed#comment-18895161 18895161 Thu, 16 May 2013 10:06:39 -0400 http://seekingalpha.com/article/1412771/comments?source=feed#comment-18573391 18573391 I was planning on writing a similar post but he did a better job of it.]]> Wed, 08 May 2013 09:35:33 -0400 I was planning on writing a similar post but he did a better job of it.]]> http://seekingalpha.com/article/1406171/comments?source=feed#comment-18510811 18510811 Mon, 06 May 2013 17:48:23 -0400 http://seekingalpha.com/currents/post/999841?source=feed#comment-18489461 18489461 Mon, 06 May 2013 09:48:11 -0400 http://seekingalpha.com/article/1393581/comments?source=feed#comment-18365221 18365221 I feel very uncomfortable buying when the market is near a high even though some very good individual stocks are having their own "correction". So as a result I'm patiently waiting for a market downturn which may not materialize for quite a while.
I wish I knew how to get over this "mental condition."]]> Thu, 02 May 2013 13:56:01 -0400 I feel very uncomfortable buying when the market is near a high even though some very good individual stocks are having their own "correction". So as a result I'm patiently waiting for a market downturn which may not materialize for quite a while.
I wish I knew how to get over this "mental condition."]]> http://seekingalpha.com/article/1383281/comments?source=feed#comment-18267551 18267551
If this is your rational for going short now, then I'm going 100% long !]]> Tue, 30 Apr 2013 10:07:13 -0400
If this is your rational for going short now, then I'm going 100% long !]]> http://seekingalpha.com/article/1380121/comments?source=feed#comment-18210551 18210551 I assumed the stock market was ripe for a correction and treasury prices would increase with the assumed downturn in stocks. I planned to keep the treasuries only for the length of the stock downturn as a hedge for my stock portfolio. Well, it worked out better than I assumed even though equities have not corrected. This brings up the decision whether to keep the treasuries if stocks continue their rise. If I feel the economy will get stronger I will sell the treasuries immediately. I don't know how long this situation will continue where stocks continue rising along with treasury prices.]]> Mon, 29 Apr 2013 00:57:22 -0400 I assumed the stock market was ripe for a correction and treasury prices would increase with the assumed downturn in stocks. I planned to keep the treasuries only for the length of the stock downturn as a hedge for my stock portfolio. Well, it worked out better than I assumed even though equities have not corrected. This brings up the decision whether to keep the treasuries if stocks continue their rise. If I feel the economy will get stronger I will sell the treasuries immediately. I don't know how long this situation will continue where stocks continue rising along with treasury prices.]]> http://seekingalpha.com/article/1379001/comments?source=feed#comment-18199041 18199041 I vote for a continuation of the secular bear.]]> Sun, 28 Apr 2013 16:07:55 -0400 I vote for a continuation of the secular bear.]]> http://seekingalpha.com/article/1379551/comments?source=feed#comment-18191431 18191431 This coupled with on average 60 new govt. regulations per day impacting businesses and I wonder if our bigger government is what is really standing in the way of further growth in our economy. ]]> Sun, 28 Apr 2013 11:54:15 -0400 This coupled with on average 60 new govt. regulations per day impacting businesses and I wonder if our bigger government is what is really standing in the way of further growth in our economy. ]]> http://seekingalpha.com/article/1370571/comments?source=feed#comment-18092131 18092131 Thu, 25 Apr 2013 14:26:33 -0400 http://seekingalpha.com/article/1344831/comments?source=feed#comment-17736221 17736221 Assuming a portfolio of dividend growth stocks with an starting yield of 3% and an average growth of dividends of 8% (which is relatively easy to accomplish), the annual yield on cost of dividends for this portfolio after 10 years would be approximately 6.5%. For 15 years: 9.5% per year, and for 20 years the portfolio would yield 14% annually. This assumes no increase in share prices during this period.
These calculations do have some assumptions included but serious dividend growth investors can achieve these results. So it shows that non-speculative investing can beat out many other investment strategies. In my view this is the primary way a stock market investor should invest.]]> Wed, 17 Apr 2013 11:09:56 -0400 Assuming a portfolio of dividend growth stocks with an starting yield of 3% and an average growth of dividends of 8% (which is relatively easy to accomplish), the annual yield on cost of dividends for this portfolio after 10 years would be approximately 6.5%. For 15 years: 9.5% per year, and for 20 years the portfolio would yield 14% annually. This assumes no increase in share prices during this period.
These calculations do have some assumptions included but serious dividend growth investors can achieve these results. So it shows that non-speculative investing can beat out many other investment strategies. In my view this is the primary way a stock market investor should invest.]]> http://seekingalpha.com/article/1336291/comments?source=feed#comment-17526291 17526291 They employ the formula using returns: (1mo + 3mo + 6mo + 12mo) / 4. They compare all funds in various classes using this algorithm. Note that the algorithm automatically weighs the more recent returns in calculating the comparison value.]]> Fri, 12 Apr 2013 00:34:19 -0400 They employ the formula using returns: (1mo + 3mo + 6mo + 12mo) / 4. They compare all funds in various classes using this algorithm. Note that the algorithm automatically weighs the more recent returns in calculating the comparison value.]]> http://seekingalpha.com/article/1335231/comments?source=feed#comment-17525901 17525901 The Chuy's store near my home is so busy I was only able to go once to try it out. You have to go before 4:30 PM and pray you get to be seated. The main items (tacos, enchiladas, etc) are very good, the five salsas - outstanding. The beans & rice - not so good; Abuelo's beats them in the beans & rice area.]]> Fri, 12 Apr 2013 00:17:05 -0400 The Chuy's store near my home is so busy I was only able to go once to try it out. You have to go before 4:30 PM and pray you get to be seated. The main items (tacos, enchiladas, etc) are very good, the five salsas - outstanding. The beans & rice - not so good; Abuelo's beats them in the beans & rice area.]]> http://seekingalpha.com/article/1329751/comments?source=feed#comment-17405371 17405371 I agree with most of your ideas about the status and near-term future performance of the markets. However I'm not sure why you selected the bond ETF, BND, to represent the treasury market. BND is not a pure play for treasuries since over 25% of the fund consists of mortgage backed securities. In addition 13% are in industrial bonds.
I believe a better choice are the pure treasury ETFs such as IEF, TLH, and TLT. Two of those, IEF & TLH, I have bought recently and I'll probably add more to my portfolio if there is any weakness. They have dramatically outperformed BND in the last month since the start of the treasury rally. ]]> Tue, 09 Apr 2013 12:14:55 -0400 I agree with most of your ideas about the status and near-term future performance of the markets. However I'm not sure why you selected the bond ETF, BND, to represent the treasury market. BND is not a pure play for treasuries since over 25% of the fund consists of mortgage backed securities. In addition 13% are in industrial bonds.
I believe a better choice are the pure treasury ETFs such as IEF, TLH, and TLT. Two of those, IEF & TLH, I have bought recently and I'll probably add more to my portfolio if there is any weakness. They have dramatically outperformed BND in the last month since the start of the treasury rally. ]]> http://seekingalpha.com/article/1323321/comments?source=feed#comment-17292871 17292871 Fri, 05 Apr 2013 23:12:30 -0400 http://seekingalpha.com/article/1314081/comments?source=feed#comment-17159791 17159791 Wed, 03 Apr 2013 09:43:27 -0400 http://seekingalpha.com/article/1311481/comments?source=feed#comment-17079611 17079611 I agree with you if you hold them now for the long term, but if you use them as trading / hedging vehicles as I and many others do, they are excellent. ]]> Mon, 01 Apr 2013 14:25:09 -0400 I agree with you if you hold them now for the long term, but if you use them as trading / hedging vehicles as I and many others do, they are excellent. ]]> http://seekingalpha.com/article/1287711/comments?source=feed#comment-16529351 16529351 Wed, 20 Mar 2013 00:00:42 -0400 http://seekingalpha.com/article/1287761/comments?source=feed#comment-16528201 16528201 Tue, 19 Mar 2013 23:36:12 -0400 http://seekingalpha.com/article/1136501/comments?source=feed#comment-14258321 14258321 Mon, 28 Jan 2013 11:25:03 -0500 http://seekingalpha.com/article/1116771/comments?source=feed#comment-13820981 13820981
I hope you don't have any tobacco or defense stocks.]]> Thu, 17 Jan 2013 09:33:02 -0500
I hope you don't have any tobacco or defense stocks.]]> http://seekingalpha.com/article/1116371/comments?source=feed#comment-13802241 13802241 I put the proceeds into Aflac (AFL) which was substantially undervalued as displayed in the FAST graph analysis for this stock.
From now on I plan to examine all my div. growth stocks on a weekly basis and perform the above analysis to decide whether to hold or sell after a sizable gain.]]> Wed, 16 Jan 2013 19:48:39 -0500 I put the proceeds into Aflac (AFL) which was substantially undervalued as displayed in the FAST graph analysis for this stock.
From now on I plan to examine all my div. growth stocks on a weekly basis and perform the above analysis to decide whether to hold or sell after a sizable gain.]]>