How The Fed Directly Subsidizes Corporate Profits And Why The Game Is Over [View article]
I admit you have been early on calling the end of the "Fed bubble". And you've also been wrong! And you're wrong again on "Abenomics as a policy just to keep the government afloat versus improving the real economy." Apart from today's hysterical Nikkei reaction, (which will correct tomorrow,) the Japanese (internal and external) economy has shown first green shoots and will continue to grow with 'Abenomics'.
Just think of the alternative: where has the Japanese economy (and stock market) been over the past 20(!)yrs, and where would the US economy (and stock market) be under austerity?!
Tim Cook's Improbable Victory In Washington [View article]
It's not AAPL doing wrong, it's the US Tax System, stupid!
The US Congress, bribed and stupefied by hordes of lobbyists, has been providing US corporations with every tax break, loophole, and even subsidy under the sun to export American jobs and shelter their profits in tax havens off shore. Having devised and spoon fed to our legislators these very tax evading schemes themselves, why wouldn't those corporations now use them to their benefit?!
Only sad part to the story: somebody has to pay the taxes that US corporations don't, (in order to pay for an ever more mushrooming hydrocephalic gov,) and yes, you guessed it, that's you and me.
Blackstone Group: Up 400% Since 2009, Up 40% YTD, Can Its Amazing Run Continue? [View article]
" i am sure we would all do the same." But would we do it, if we expected the stock to go much higher? Probably not. And certainly not $82M worth of shares! So, why should the small investors hold the bag?!
Apple And Goldman Sachs Are An 'Effective Team' [View article]
Tim Cook is a bean counter, not a CEO with vision. He does not have Jobs creativity and imagination, to see the (big or small) companies around him, that would be fitting acquisitions. He also wouldn't have the talent necessary to incorporate those acquisitions smoothly (as ORCL has been doing). Marissa Mayer would be a good replacement for Tim Cook, but I don't think she will be leaving YHOO any time soon.
Blackstone Group: Up 400% Since 2009, Up 40% YTD, Can Its Amazing Run Continue? [View article]
BX management selling >4M sh for >$82M in the space of <1mos during Q1, 2013: not a good sign. Management paying itself lavishly at shareholders' expense, no matter what company, not a good sign.
Resolved: let them do their thing, but not with my money. Shark Tank: "I'm out!"
At $3.55/sh yesterday, NOK's all time high of about $60/sh (in 2000) and more recent high of about $40/sh (2007) were about 17x and 11x higher, respectively (i.e. 1700 and 1100 percent).
While NOK is not the only teco suffering from phthisis when compared to the tech bubble glory days, NOK's current poor execution is a real concern going forward. Elop and Ballmer are certainly not the most dynamic couple imaginable in top management. Until more savvy CEO's can be found to replace them, NOK and MSFT are perhaps tradable but no buy&hold candidates (like GOOG, QCOM, ORCL et al), IMO.
Why Is Warren Buffett Getting Into Commercial Insurance? It's All About The Float [View article]
Thanks for the insightful and in depth analysis. Lots of hard and good work! The big question many investors have, is BRKB getting too large to be managed efficiently, (enough to keep up a healthy growth rate,) particularly after the departure of the Buffet/Munger team. Is there a looming dinosaur problem?
If MSFT had bought YHOO, it would have died a quiet death by now. MM saved the day by making YHOO employees wake up from their (feels like 100-year) "sleeping beauty" trance and start executing again. They sure needed that "sleeping beauty slap" in their face.
Are we starting to Yahoo! again?! Perhaps not quite just yet. But once we do, the sky could be the limit for YHOO.
5 Reasons Why I Am Shorting The Market [View article]
"The multi year high was put in last Thursday. This author called it and so did others."
It's funny to read this just a week later on May 4, when worldwide markets just put in ever new multi year highs.
Quod erat demonstrandum: "Timing the markets is a fool's game!" That's why the author wisely distanced himself from your righteous (but wrong) call of the top, JS.
5 Reasons Why I Am Shorting The Market [View article]
Well put and a well supported antithesis to an equally balanced set of rationales by the author.
Who'll be right, we'll know soon enough, if "sell in May" happens or (probably) not this year. I've been taking some money off the table yesterday to collect enough dry powder for use in a market pull back. Overall, however, I believe the bull market has legs as long as some economic growth continues around the world, companies remain profitable, and Central Banks keep easing. All 3 of those conditions are still pretty safely in place.
..., and during all this time ARMH will have been sitting idly by and watch its game blown to pieces? That wouldn't be the ARMH we've come to know over the years. So, what's up at ARMH these days - anybody?
Vodafone Group Dividend Stock Analysis [View article]
"The company has managed to boost dividends every year since 1989. Vodafone pays dividends twice per year. The first payment which occurs in February is the interim dividend, which has accounted for approximately 40% of total annual dividends for the year. Final dividends are typically paid in August."
Here are VOD D's for the last 2yrs per Yahoo Finance: 06/01/11 - $0.98 11/16/11 - $1.123 06/06/12 - $1.015 11/20/12 - $0.519 Not sure these are consistent with your above stmt. or the "annualized total return of 8%" you calculated over the past 10yrs. VOD certainly has gone nowhere fast during this period with its NAV moving from about $20 then to $30 now. Over the past 5yrs VOD also has underperformed VZ and T in both D and CA.
How The Fed Directly Subsidizes Corporate Profits And Why The Game Is Over [View article]
Just think of the alternative: where has the Japanese economy (and stock market) been over the past 20(!)yrs, and where would the US economy (and stock market) be under austerity?!
Tim Cook's Improbable Victory In Washington [View article]
The US Congress, bribed and stupefied by hordes of lobbyists, has been providing US corporations with every tax break, loophole, and even subsidy under the sun to export American jobs and shelter their profits in tax havens off shore. Having devised and spoon fed to our legislators these very tax evading schemes themselves, why wouldn't those corporations now use them to their benefit?!
Only sad part to the story: somebody has to pay the taxes that US corporations don't, (in order to pay for an ever more mushrooming hydrocephalic gov,) and yes, you guessed it, that's you and me.
Blackstone Group: Up 400% Since 2009, Up 40% YTD, Can Its Amazing Run Continue? [View article]
But would we do it, if we expected the stock to go much higher? Probably not. And certainly not $82M worth of shares!
So, why should the small investors hold the bag?!
Apple And Goldman Sachs Are An 'Effective Team' [View article]
Blackstone Group: Up 400% Since 2009, Up 40% YTD, Can Its Amazing Run Continue? [View article]
Resolved: let them do their thing, but not with my money. Shark Tank: "I'm out!"
Elop's Nokia, A Portfolio Crusher? [View article]
While NOK is not the only teco suffering from phthisis when compared to the tech bubble glory days, NOK's current poor execution is a real concern going forward. Elop and Ballmer are certainly not the most dynamic couple imaginable in top management. Until more savvy CEO's can be found to replace them, NOK and MSFT are perhaps tradable but no buy&hold candidates (like GOOG, QCOM, ORCL et al), IMO.
Why Is Warren Buffett Getting Into Commercial Insurance? It's All About The Float [View article]
The big question many investors have, is BRKB getting too large to be managed efficiently, (enough to keep up a healthy growth rate,) particularly after the departure of the Buffet/Munger team. Is there a looming dinosaur problem?
Is Yahoo A Rising Phoenix? [View article]
Are we starting to Yahoo! again?! Perhaps not quite just yet. But once we do, the sky could be the limit for YHOO.
5 Reasons Why I Am Shorting The Market [View article]
It's funny to read this just a week later on May 4, when worldwide markets just put in ever new multi year highs.
Quod erat demonstrandum: "Timing the markets is a fool's game!" That's why the author wisely distanced himself from your righteous (but wrong) call of the top, JS.
5 Reasons Why I Am Shorting The Market [View article]
It's funny to read this just a week later on May 4, when worldwide markets just put in ever new multi year highs.
Quod erat demonstrandum: "Timing the markets is a fool's game!"
5 Reasons Why I Am Shorting The Market [View article]
Who'll be right, we'll know soon enough, if "sell in May" happens or (probably) not this year. I've been taking some money off the table yesterday to collect enough dry powder for use in a market pull back. Overall, however, I believe the bull market has legs as long as some economic growth continues around the world, companies remain profitable, and Central Banks keep easing. All 3 of those conditions are still pretty safely in place.
Intel: Silvermont - The ARM Killer [View article]
Vodafone Group Dividend Stock Analysis [View article]
Here are VOD D's for the last 2yrs per Yahoo Finance:
06/01/11 - $0.98
11/16/11 - $1.123
06/06/12 - $1.015
11/20/12 - $0.519
Not sure these are consistent with your above stmt. or the "annualized total return of 8%" you calculated over the past 10yrs. VOD certainly has gone nowhere fast during this period with its NAV moving from about $20 then to $30 now. Over the past 5yrs VOD also has underperformed VZ and T in both D and CA.
Is Google Worth That Much More Than Microsoft? [View article]
Oracle Corp: Fundamental Stock Research Analysis [View article]