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frosty

frosty
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  • Is Intel Corporation More Than Just A Pretty Dividend? [View article]
    The dividend is more like tastefully applied makeup to a pretty stock.
    Jun 4 06:53 PM | Likes Like |Link to Comment
  • Tesla Motors (TSLA) lost its legal tussle with auto dealers in Texas over its plan to sell electric vehicles directly to consumers. A bill that would have provided an exception to current dealership rules failed to even make it the floor of the Texas House or Senate for a vote. [View news story]
    Texas socialists strike again! Another example of big government stifling private business! Whatever happened to free enterprise?
    Jun 4 08:04 AM | 7 Likes Like |Link to Comment
  • Larry Summers seemingly isn't pleased with the growing momentum of Janet Yellen towards being named next Fed chief. "Charm is overrated," writes the FT's Edward Luce, making the case for his former boss. "The most important quality for the role is intellectual leadership" - something Mr. Summers has in greater abundance than any of his challengers for the position. [View news story]
    But Larry is arrogant and obnoxious. This kinda fits with his attitude that women aren't smart enough to be scientists (or economists?).
    May 28 12:37 PM | Likes Like |Link to Comment
  • "Apple's (AAPL) sorta cheap," says Jeff Gundlach, admitting he's now long the stock he famously shorted 100-200 points ago. He doesn't seem terribly excited about the company's business prospects, but - selling for 7x earnings (excluding cash) - a hot new product isn't necessary to make the investment profitable. "(Apple) can keep selling a whole bunch of expensive new phones and iPads, and they'll be a cash cow." [View news story]
    jmjjmj - I don't think Grundlach caused the collapse or the rally or that people follow his lead. The writer of news blip is simply letting people know that Grundlach called this one right twice and that APPL seems like a pretty good investment to him at this price.
    May 24 10:27 AM | 7 Likes Like |Link to Comment
  • Gold Liquidation Now Accelerating [View article]
    Paper gold is fiat gold.
    May 23 12:23 PM | 1 Like Like |Link to Comment
  • A New Market Beating Dividend Fund [View article]
    Tax efficiency of dividends depends on whether they are qualified or not and, if you're in the lowest tax brackets they are not taxed at all.
    May 23 09:07 AM | 1 Like Like |Link to Comment
  • The Bernanke Agenda - It Isn't What You Think It Is [View article]
    I will look forward to the end of the world by August. Are you Mayan, by chance? MY conjecture is, since he will be stepping down next year, he has a job interview. Or perhaps he is simply beginning the transition to Yellen by giving her center stage. Or perhaps it's medical. Or, . . . Speculation is a wonderful thing.
    May 15 02:23 PM | 9 Likes Like |Link to Comment
  • Apple Bonds Are Good For The Economy [View article]
    Perhaps we can thank Einhorn for this strategy? A point lost on many is that retired stock also means retired dividends so Apple's total dividend payments might well decrease. And, because dividends are not tax deductible but interest paid is, there is actually a profit arising from whatever borrowed funds are used for the buyback. It seems like a briliant strategy to me.
    May 3 05:22 PM | Likes Like |Link to Comment
  • The Risky Truth About Apple's Dividend [View article]
    Compared to some people, YOU have a ridiculous amount of cash. So would you rather pay tax on your cash or not pay tax? And if you have to pay tax, would you rather pay more tax or less tax? Even if, in the eyes of some people, you will still have a ridiculous amount of cash?
    May 3 05:10 PM | Likes Like |Link to Comment
  • The Risky Truth About Apple's Dividend [View article]
    Yes, and given the interest rate-dividend rate math, it also means Apple is paying negative interest for whatever borrowed money they spend on stock buybacks. I just wonder why they didn't go for more!
    May 3 05:04 PM | 6 Likes Like |Link to Comment
  • Why A Stock Market Bubble Is Forming Right Now [View article]
    There is always something wrong with the macro and micro economies and its the pastime of pessimists and bears to find and publicize them. If you recall 4 years and 1 month ago, so so many people, at the bottom of the market and recession, were forecasting a depression to rival the 30's (and an SPX of 400 according to one). It hasn't happened yet and I submit, the issues highlighted in this article pale in comparison to 4 years ago. And they are solvable. In addition, as pointed out by Crossing Wall Street and others, historically, stock prices have not correlated with the economy as measured by GDP. Perhaps stock prices are in a bubble, however the causes are many and not alway evident. Why else would there be unforeseen sudden corrections of 10% - 20%?
    May 3 03:41 PM | 1 Like Like |Link to Comment
  • Why Apple Is Becoming Irrelevant [View article]
    The author clearly does not understand the size or intellectual depth of AAPL. As of 12/12, it’s the 5th largest American company by revenue, trailing only XOM, WMT, CVX, and COP. Its revenue is greater than GM, greater than GE, 50% greater than IBM, double that of Microsoft, triple that of Google and Intel, more than triple Cisco’s.

    It's way too soon to write its obituary.

    Steve Jobs was not the only inventor at Apple. In fact much of what goes into its products were invented elsewhere and adapted by jobs and fellow workers.
    Apr 30 09:14 AM | Likes Like |Link to Comment
  • Physical Gold Vs. Paper Gold: The Ultimate Disconnect [View article]
    Buffett has said 'price is what you pay, value is what you buy'. The ratio should be 1 or less to work in your favor, assuming value is retained in the long run.
    Apr 25 09:02 AM | Likes Like |Link to Comment
  • Physical Gold Vs. Paper Gold: The Ultimate Disconnect [View article]
    Gold is fiat currency and paper gold is fiat gold. Neither is the much pumped 'safe haven'. Both are for gamblers, not investors.
    Apr 24 10:47 AM | 6 Likes Like |Link to Comment
  • Google's Growth Story Isn't What It Seems [View article]
    And few people realize the relative scale of the two: Apple has triple the revenue of Google, it’s the 5th largest American company by revenue, trailing only XOM, WMT, CVX, and COP. Its revenue is greater than GM, greater than GE, 50% greater than IBM, double that of Microsoft, triple that of Intel, more than triple Cisco’s. It is the top technology company by revenue.
    Apr 24 08:49 AM | Likes Like |Link to Comment
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