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  • On Buffett and Derivatives: A Review of Janet Tavakoli’s 'Dear Mr. Buffett' [View article]
    Mr. Buffett will get back to you shortly.
    Aug 11 09:45 am |Rating: 0 0 |Link to Comment
  • Johnson & Johnson's Dividend Hike: Why 6.5% Works [View article]
    You will not see 22x earnings on this company for probably another 30 years. The entire market has been in a bubble since 1994; there is nothing normalized about a 10-year average EPS P/E ratio between 20 and 43. Get used to seeing multiples hover between 8 and 18 going forward with more emphasis on the lower end of that range. Based on a 7-year average of earnings, JNJ is fairly priced. A dividend of 4% is nothing special historically. This generation has, unfortunately, been spoiled with nothing but rising markets making dividend yields seem irrelevant. However, the historical (130 years) average yield on the S&P 500 is about 4.5%. Right now, it's 3.3% - still a long way to go.
    Apr 28 13:19 pm |Rating: 0 0 |Link to Comment
  • Why Jim Rogers and Robert Shiller Aren't Buying U.S. Stocks Yet [View article]
    freya and cetin...useless.
    Apr 27 17:46 pm |Rating: +2 -6 |Link to Comment
  • Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [View article]
    great call big guy. keep em coming!


    On Aug 19 07:59 AM Ishortyou wrote:

    > The best opportunities are in finantials right now even if Fannie
    > and Freddie are in trouble, going long with them won't go wrong.
    Apr 27 11:41 am |Rating: 0 0 |Link to Comment
  • Walgreen: Cheap By Its Own Standards  [View article]
    wag has shelved $1b of those capex plans in the past three months. cvs is only comping better because they dont report monthly numbers. wait til 4Q results come out. they overpaid for caremark and are much more leveraged. wag has higher roe (5yr avg), margins, dividend yield, turnover, debt rating, and the smaller size creates more room for growth; easily the better choice.
    Jan 07 09:15 am |Rating: 0 0 |Link to Comment
  • Towerstream Trading Below Cash [View article]
    This stock has every right to be trading below net cash value. They continually report losses, are cash flow negative and issue shares at a rapid pace. Broadvision and Sycamore Networks are two more in the same boat.
    Dec 03 11:42 am |Rating: +1 0 |Link to Comment
  • REITs: Spreads as Wide as a '70s Necktie [View article]
    Before you go criticizing anyone, check yourself. The words are "recent, yields, ridiculous, lose, your, and advice."

    On Nov 12 04:16 PM Gaucho wrote:

    > Well you took some statistics and threw them against the wall and
    > came up with a conclusion.
    >
    > I do not like the stopping of your chart in 1998. It is as if the
    > recient years and yeilds have been realistic. You also do not look
    > at the debt or the area that the reit is in like GGP. I think your
    > thin slice for analyis is rediculous and you should stop posting
    > this crap before more people loose money following you advise.
    Nov 12 16:43 pm |Rating: +1 0 |Link to Comment
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