Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
shortly after Compaq successfully and legally reverse-engineerred the Intel processor (8086?), which gave birth to PC-compatible (TM) computers. PC-Compatible boards were then built by the asian OEM's so that grey box homebrews had a life for a while. Eventually, Dell and HP added the business look and hit it at just the right time as the web began to be significant. etc etc.
BTW, include Lenovo among the top PC producers; they bought the PC and printer businesses from IBM when the latter didn't want to be in PC hardware anymore. etc etc.
The Buyback Kings, Part 1: Buy Companies That Buy Themselves [View article]
Inside a Roth IRA, where tax efficiency is moot (at least for now), there are some stocks that respond to buybacks, while other buybacks are ill-timed, with the stock subject to stock, sector, or exogenous news. The reverse is true of course. In the case of dividends, as long as FCF significantly exceeds the current dividend rate, and if the dividend grows at a rate comparable to inflation, then the dividend will have lower risk, so the risk-adjusted rate on dividend payout just might be higher than stocks who execute buybacks only. A comany that does both, such as Intel, keeps dilution via employee compensation at bay and issues a pretty secure dividend that grows each year. Just sayin'...for those thinking about income....but for growth folks in a taxable account, the reverse just may be true. Just sayin'.....
Tesla's Q1 Earnings, An Epic April Fools Prank [View article]
To those of you long in TSLA: You might want to straddle or strangle your position if you want to hold onto your shares through Earnings or give them to someone at a profit. Stocks issuing lower guidance have been pummeled, and either the announcement of the outlook or the conference call will likely put something out there worth reacting quickly to. Whichever way it breaks, it has the look of a large move. But boy! Elon sure seems to have some deep-pocketed backers. I wonder who's holding their hands scarily close to the fire?
Tesla's Q1 Earnings, An Epic April Fools Prank [View article]
It's a different thread, but what you stated with incredulity is precisely what happened; those who lost their shirts included cities buying bonds to fund their retirements and infrastructure (see 60 Minutes) and world famous shorters of the MBS racket such as John Paulson, Kyle Bass, and I forgfet the guy who made 4 billion for his clients who raged at him so much that he left the business after the short was closed. There are professionals who fail to exercise fiduciary duty. End of digression.
Intel Valued As Though New Technologies Will Bust, But I Disagree [View article]
Indeed. He lit the fire under management over there and bought them decades of strength to withstand their demographic decline. Nothing like doing things right. America's businesses tried to use the tools without the management's commitment in too many cases, and so he was painted as a fad.
Intel Valued As Though New Technologies Will Bust, But I Disagree [View article]
Meanwhile, I like the current dividend rate, and next quarter (Q2), it should keep it's dividend growth going by adding another penny-and-a-half to the current $.225 That alone wshould help the stock have a bias to the upside of about 7% over the next year, the upcoming financial collapse notwithstanding.
Intel Valued As Though New Technologies Will Bust, But I Disagree [View article]
Having been wedded to a keyboard for "real work" in a large organization for better than 30 years, it seems that productivity won't increase until we get tools like Siri (I'm not a Mac guy, but it's a step up) functioning as efficiently and effectively as a keyboard, and I think most would agree that replacing the keyboard with speech as the primary input is on some future rich company's to-do list.
Considering Nuance's software as current state-of-the art or close to it for speech processing for normal businesses, I wonder whether the ARM architecture can step up the three or four orders of magnitude required to handle routine speech as readily as we know Intel could step up.
Further, as Amazon's Silk browser shows what can be done in the cloud for processing web pages, will routine speech processing be better done in chip or in the cloud? This is the next Large Problem that will determine which chip maker can grow the best. Certainly not a problem for the next three Fiscal Quarters, but certainly one for the next five years...
Dividend Growth Stocks Are Success Outliers [View article]
That's a good criterion!You can always come back to the stock after a price decline if all the dividend and cash flow numbers are holding true, then pick up another piece of price gain.
Dogs Of The Dow: Going To The Pound In 2013 [View article]
I have O'Higgin's Book buried somewhere since the mid-90's. One of the cool variations was to rank the top 10 "dogs" by dividend yield, throw away the highest (troubled stock that often did NOT improve the next year), then pick the FIVE lowest price stocks of the remaining nine. Gets you a higher return than the standard DoD in something like 8 years out of ten, but more importahntly you have a good piece of the pie at half the cost, for early starters.
I'm a bit of a math geek, so I find variations interesting, even if there isn't a morsel of compelling reasons behind them. Hmmm....Dogs of the Fish, someone mentioned earlier....The Dogs of Fish's Champions would doubtlessly do quite well at Westminster, and since DGI is much more about dividend flow than price appreciation, it might prove to be a valid way of managing one's stock selections from his list. I think I'll play with that list that David posted a link to earlier. What to sort on....
Dogs Of The Dow: Going To The Pound In 2013 [View article]
You can also choose a 366-day replacement cycle to keep everything long-term. It works in leap years, and in 15 years, you'll find yourself rolling things over in February. And, if you keep the system going for 15 years, God Bless Ya!
Dividend Growth Stocks Are Success Outliers [View article]
Dude, See the link in the "Postscripts" of the article! You act like some of my math students. Also, read David Fish's stuff for a while. The link is to HIS stock list. You should pay him $25 for his trouble....and Carnivale, and chowder. In other words, time to do your HW.
Tax the bids, not the trades. That's what Europe is likely to implement to slow down the algos. It's the immoral bid stuffing by the HFT day traders to game the institutional traders that has to be slowed down.
RealNetworks: A Beaten Down Company That Is Trading At A Compelling Valuation [View article]
Wow! I thought Real Networks was long gone. Surely they are no better than Kodak. I feel bad for Mr Glaser--he got Netscaped by Microsoft. Hopefully he has some claim to enough IP to survive as a patent holding company, but if he had to sell the jewels already, it's over.
Why Batteries Are Too Valuable To Waste On Solar Power Integration And Electric Cars [View article]
Dave_M, I paper-trade TSLA to help the faux investors distinguish the difference. In one of John's other posts, the delayed 10K article, I indicated that a 5% short was appropriate at the beginning of last week, which indeed happened last week. The stock's price is in the trough just under a rising 2-sigma channel. Interestingly, it looks like the Cyprus situation didn't cause any further damage, so TSLA may have (don't have the signal yet) a 5% up move sometime this week. I had to ignore my normal sell signal on Friday to ride the down move any further because TSLA moved more than 5% in two days. There's some nice beta in TSLA, but I wouldn't dream of owning it long-term.
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
BTW, include Lenovo among the top PC producers; they bought the PC and printer businesses from IBM when the latter didn't want to be in PC hardware anymore. etc etc.
The Buyback Kings, Part 1: Buy Companies That Buy Themselves [View article]
Tesla's Q1 Earnings, An Epic April Fools Prank [View article]
Tesla's Q1 Earnings, An Epic April Fools Prank [View article]
Intel Valued As Though New Technologies Will Bust, But I Disagree [View article]
Intel Valued As Though New Technologies Will Bust, But I Disagree [View article]
Intel Valued As Though New Technologies Will Bust, But I Disagree [View article]
Considering Nuance's software as current state-of-the art or close to it for speech processing for normal businesses, I wonder whether the ARM architecture can step up the three or four orders of magnitude required to handle routine speech as readily as we know Intel could step up.
Further, as Amazon's Silk browser shows what can be done in the cloud for processing web pages, will routine speech processing be better done in chip or in the cloud? This is the next Large Problem that will determine which chip maker can grow the best. Certainly not a problem for the next three Fiscal Quarters, but certainly one for the next five years...
Dividend Growth Stocks Are Success Outliers [View article]
Dogs Of The Dow: Going To The Pound In 2013 [View article]
I'm a bit of a math geek, so I find variations interesting, even if there isn't a morsel of compelling reasons behind them. Hmmm....Dogs of the Fish, someone mentioned earlier....The Dogs of Fish's Champions would doubtlessly do quite well at Westminster, and since DGI is much more about dividend flow than price appreciation, it might prove to be a valid way of managing one's stock selections from his list. I think I'll play with that list that David posted a link to earlier. What to sort on....
Dogs Of The Dow: Going To The Pound In 2013 [View article]
Dividend Growth Stocks Are Success Outliers [View article]
Apple: Zero Growth ... Really? [View article]
They already tax the trades.
RealNetworks: A Beaten Down Company That Is Trading At A Compelling Valuation [View article]
Why Batteries Are Too Valuable To Waste On Solar Power Integration And Electric Cars [View article]
Why Batteries Are Too Valuable To Waste On Solar Power Integration And Electric Cars [View article]