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frosty

frosty
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  • 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
  • European car registrations dropped for the 18th consecutive month in March, slumping 10% to 1.35M vehicles. Germany led the way as sales skidded 17%, while Spain, Italy and France all fell, although the U.K. rose 5.9%. GM (GM) registrations -13%, Ford (F) -16% and Toyota (TM) -17%, although Honda (HMC) +17%. "People have stopped buying cars as consumers are much less confident of the future, especially after the latest decision on Cyprus," said analyst Hans-Peter Wodniok. (PR[View news story]
    Austerity trickles down to the consumer and forward to the future. How will Europe break the cycle?
    Apr 17 08:33 AM | Likes Like |Link to Comment
  • Procter & Gamble (PG) is reportedly planning to save up to $2B by extending the time it takes to pay suppliers to 75 days from 45 days. P&G hopes to sweeten the pain by working on an arrangement in which banks would pay the suppliers, possibly early, and then receive the money from P&G later on. The suppliers would be charged a low interest rate until P&G pays up. Companies that could be affected include Albany International (AIN). [View news story]
    Hmmm. Sounds like a devious accounting scheme to artificially pump earnings or make the balance sheet look better. If P&G has to resort to such gimmicks, can they be trusted as an investment?
    Apr 17 08:30 AM | 3 Likes Like |Link to Comment
  • This Gold Slam Is A Massive Wealth Transfer From Our Pockets To The Banks [View article]
    Ever hear of Apple?
    Apr 16 03:19 PM | Likes Like |Link to Comment
  • This Gold Slam Is A Massive Wealth Transfer From Our Pockets To The Banks [View article]
    Huh? I can walk into any jewelry store and buy gold with my (fiat) dollars. I can go to a trader and buy gold coins with my dollars. What I cannot do is walk into Best Buy and purchase a tv with gold. Gold is the fiat, dollars are real.
    Apr 16 03:14 PM | 6 Likes Like |Link to Comment
  • This Gold Slam Is A Massive Wealth Transfer From Our Pockets To The Banks [View article]
    When gold is on the rise, it's a free market of people looking for a 'safe haven'. When gold corrects, it's a conspiracy by (pick your own) - the fed, banks, Goldman, Obama, India, hedge funds, the political right, liberals, . . . Safe havens are not safe when they crash and other investments become more favorable. Gold is just another commodity like copper and oil. For those who consider it 'money', it is a fiat currency that only has real value as jewelry.
    Apr 16 08:07 AM | 11 Likes Like |Link to Comment
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