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bsorge

bsorge
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  • Top U.S. firms double amount of profit held abroad to avoid taxes [View news story]
    This is an old ploy. You first sell to a subsidiary overseas at break even or slight profit. That subsidiary then sells to the intended purchaser booking the real profit. Only way out if this us to have universal taxation on overseas sales. This has been going on forever and very hard to stop with large multi international firms with lots if offices worldwide.
    Apr 9 07:40 AM | Likes Like |Link to Comment
  • Selecting The Best Emerging Market Bond Funds [View article]
    You did not mention FAX which is a popular emerging market bond. I don't think any of these bonds have performed very well over the past 6 months. I keep some just for overall allocation.
    Mar 15 08:16 PM | 1 Like Like |Link to Comment
  • Making The Long Term Case For TripAdvisor [View article]
    I am long TRIP. I am a fan of their web site to make reviews and to receive them. I am not totally satisfied on their ability to translate this into bookings after reading a review. Their seems to be a lot of competition in that space from Expedia, Kayak, and numerous others. They need to do a better job in conveying they are low cost providers of these services.
    Feb 27 02:30 PM | Likes Like |Link to Comment
  • Peru's Next 'Golden Decade' Ahead: Consider iShares MSCI Peru Capped ETF [View article]
    This may be a bit premature as emerging markets are still having problems. I have made money before on Peru Etf's, but timing is important.
    I noticed that they are starting to export fruit. They are starting to compete with chile in grapes. Long term they should do,we'll, plus withholding taxes are favorable on dividend compared to Chile.
    Feb 27 01:15 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: The Future Dividend Champions You Must Own [View article]
    How about Volkswagon over GM?
    Feb 22 09:13 AM | Likes Like |Link to Comment
  • Will Boardwalk Pipeline Partners' Struggles Bleed Over To Other MLPs? [View article]
    I own Boardwalk and 13 other MLP's. Reading recent reports I can't help but suspect that pipelines are deteriorating in growth aspects.
    Feb 12 10:24 AM | 1 Like Like |Link to Comment
  • 13 Reasons To Buy Intel Now [View article]
    I agree with a good many of the comments I have seen written. They have been behind the curve in keeping up with a changing market. I also see very little exposure with Apple and Samsung uses all of their own components pretty much. I am long INTC, but this is based on the belief that they will turn the ship around thru new product usage. In the meantime I am paid to wait with a nice dividend.
    Feb 12 10:15 AM | Likes Like |Link to Comment
  • Buying On The Dip, A Strategy [View article]
    I think the T payout is incorrect.
    Feb 10 09:24 AM | 1 Like Like |Link to Comment
  • AT&T Heads A List Of 3 Value Dividend Stocks To Buy [View article]
    One thing you are overlooking is increased competition which is hurting profit margins of T. They just came up with a $ 45.- phone internet plan which is $ 15.- lower then the previous plan. They are reacting to initiatives from T mobile and Sprint. They are also having to spend a lot of money on improving their network. I am long T, but the current price is baking in these initiatives.
    Feb 9 07:15 AM | 3 Likes Like |Link to Comment
  • A Few Reasons Why I Am Bullish On DryShips [View article]
    I always enjoy people writing about shipping that have not worked in the Industry. Just about every Company in this business was not around 25 years ago, except Navios. The reason for this is that most long term charters are 1/5 years and the industry is fraught with over building which takes over 10 years to come into equilibrium. Therefore, I recommend staying away from these investments except for short term trades.
    Feb 3 09:20 AM | 3 Likes Like |Link to Comment
  • Buy Seadrill Ahead Of Earnings Report [View article]
    Computer Blue,
    Don't confuse falling reserves from some big oil Companies with overall reserves. We are seeing a lot of smaller oil Companies finding large reserves of oil shale. Overall production is increasing.
    Feb 3 08:43 AM | 1 Like Like |Link to Comment
  • Buy Seadrill Ahead Of Earnings Report [View article]
    I would normally say this is is a good call with the price at an attractive level. My concern is that with the oil shake boom that deep sea drilling is a relatively expensive way to get oil. A lot if the majors have slowed down on some of the more exotic drilling unless their reserves are falling like Exxon. It is a mistake to fall in love with a high dividend. Not saying this is a bad call, but don't think their near term prospects are exciting.
    Feb 3 07:30 AM | 2 Likes Like |Link to Comment
  • I Purchased This Wide-Moat Dividend Stock Last Month [View article]
    DGI,
    Your analysis misses the real reason not to buy KO. That is that their business is soda which is under attack from everywhere as being unhealthy. Unlike Pepsi, they don't have a
    Lays brand of snacks which is the real growth driver of Pepsi. When you buy KO you are getting a pure soda business which is not a growth industry. Sooner or later without growth their are no dividend increases.
    As for Buffett owning the stock I would point to a recent WSJ article which stated that his managers are outperforming him. Buffett is a buy and hold guy which often works to his detriment. History shows that top businesses rarely continue on the same plane over a long period of time. The top 100 from 50 years ago has maybe 2 or 3 I'd the same Companies.
    Feb 1 07:33 AM | 3 Likes Like |Link to Comment
  • Avoid Argentina Stocks This Year [View article]
    Actually, the case could be made to avoid all South American countries in 2014. The only exception might be Chili, but I stay away because of the 35% withholding tax. I think this year dividends will have a greater roll as the economies start to slow down. The only other exceptions might be Peru/Colombia, but natural resource plays are not in style right now as China slows down their purchases. My thinking is to avoid this continent totally in 2014.
    Jan 27 08:35 AM | 2 Likes Like |Link to Comment
  • 2 Solid Dividend Picks From Barron's Roundtable [View article]
    I read the last two weeks articles on round table. My take is that most of the speakers are past their prime and have not produced good returns in a long time. Marc Faber is a joke.
    The only exception is Gross, but he is a bond guy.

    I took most of the picks as a sign of what not to buy.
    Jan 26 08:32 PM | Likes Like |Link to Comment
COMMENTS STATS
660 Comments
608 Likes