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bsorge

bsorge
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  • IBM: Financial Engineering 101 Says This Is Bad [View article]
    IBM is investing heavily, but it is in Cloud computing which is very competitive. For example Google already spent 7.4 billion this year on new server centers. You can bet Microsoft and other are doing the same so their is no guarantee that this will pay off. I think IBM is in a secular decline.
    Oct 30 12:30 PM | 1 Like Like |Link to Comment
  • 3 Reasons Interest Rates Could Stay Low, And What This Means For Portfolios [View article]
    I read this article and expected a different answer. I was thinking that we as a nation are so broke that raising interest rates might just finally bankrupt us.
    The Fed has every inclination to keep rates low in order to reduce debt (higher interest rates means more more money needs to be borrowed to repay future debt.
    Oct 28 03:59 PM | 1 Like Like |Link to Comment
  • ClubCorp Holdings: On The Tee For Gains [View article]
    Their is a reason why the current owners are looking to divest in the next 3 years! The prospects are very poor for Golf course communities and one U.S. closing almost everyday in the U.S. Further no courses are being developed in the U.S. And most Clubs are trying to figure how they can get younger members to join. Golf us a dieing industry and every club is trying to reinvent itself to stay afloat. My Club in Florida is one of them. Save yourself a lot of grief and pass over this investment!
    Oct 25 08:59 PM | Likes Like |Link to Comment
  • AT&T: A Solid 5.5% Yield For Income Investors [View article]
    Today it came out that on the new IPad that they would lock in the use only for AT&T. The sim chip is universal which means you can switch to any carrier, but not after you sign with T. This is nonsense for a device that is not subsidized by T.
    Oct 25 01:27 PM | Likes Like |Link to Comment
  • AT&T: A Solid 5.5% Yield For Income Investors [View article]
    You should read the article on T on the last page of the WSJ today. Their tax rates are going from 28% to 35% Federal which is going to put a squeeze on dividends which already has a high payout ratio. Further they are getting a lot of pressure from Sprint on IPhone deals which could further erode profits. Lastly, they have the merger with Direct TV in 1 st quarter 2015. Not sure how that is going to work out, but bundling should be a positive factor.
    (Long T, VZ, CTL)
    Oct 24 01:24 PM | Likes Like |Link to Comment
  • What Do The Pros REALLY Think About The Market? [View article]
    This is a cunumdrum. Profits/Sales are missing targets on stocks. On the bond side they are predicting higher interest rates by mid 2015. End result I am doing nothing.
    Regarding Barron's article they are mostly bullish even though a lot of their recent picks have missed. I expect another tough year in investing.
    Oct 23 08:13 AM | Likes Like |Link to Comment
  • The Best Dividend Stocks For 2015 [View article]
    Thanks. I was not aware of the money owed.
    Oct 22 07:53 AM | 1 Like Like |Link to Comment
  • The Best Dividend Stocks For 2015 [View article]
    I thought that CPA was Panama based? What have they got to do with Venezuela?
    Oct 21 04:24 PM | Likes Like |Link to Comment
  • Dividend Champions: 22 Increases Expected By Year-End [View article]
    David,
    Just got my annual report from SYY and see that for the 3 rd year in a row their earnings dropped. They keep increasing dividends, but unless the story turns around the dividend increases are not sustainable. Their executives are not meeting performance measures. I wonder if their merger will turn things around?
    Oct 19 01:37 PM | 2 Likes Like |Link to Comment
  • General Mills' Dividend Is The Only Reason To Own It [View article]
    I agree with your analysis. It's certainly not a get rich stock, but delivers decent reliable dividends with some growth. Their products are very good and I believe that the consumer base is faithful. I suspect that commodity prices are declining which will enhance profitability. You need to take this into account. I am looking to get in at lower price levels.
    Oct 14 08:15 AM | 1 Like Like |Link to Comment
  • Update: Google Slashing Cloud Computing Prices Again Is A Clear Negative For Amazon.com [View article]
    Paul,
    If people realized how much money that Google is putting into Cloud computing it would make huge sense. They are buying up warehousing all over the Country and filling them with servers at a very fast pace. I don't think Amazon will survive in the long term in this business. Google will continue yo drop prices as more come on line. This is from insiders.
    Oct 2 04:41 PM | 2 Likes Like |Link to Comment
  • Con-Way's Answer To Higher Wages: 35%+ Margin Expansion [View article]
    I am kind of surprised about Logistics. That is a very fast growing part if the business as opening new warehouse' s like crazy.
    Oct 2 04:33 PM | Likes Like |Link to Comment
  • The SPDR Income Allocation ETF Goes Active [View article]
    Mathew,
    I note the .70 management charge, but what about the underlieing expenses of the various funds/ETF's that they invest in?
    Sep 30 02:25 PM | Likes Like |Link to Comment
  • MLPs Overpaying For Assets? Atlas May Have Overpaid Versus Cabot In Recent Eagle Ford Transactions [View article]
    You cannot judge oil & gas assets just by the amount paid. The underline data must
    Be analyzed. Even then, their are a lot of variables that could make the deals either good or bad. This is not my kind of investing. Give me the pipelines with long term contracts so you know what you are getting.
    Sep 27 06:56 PM | Likes Like |Link to Comment
  • How I Analyze Dividend Stocks: Part 1 [View article]
    Paul,
    I agree, but if you look over a very long time period the record shows very few Companies are able to sustain that success. For example, if you look at 1960's you will find very few Companies still around or successful.
    By all means invest with Companies that have the parameters mentioned in this article, but be prepared to jump off if the the reason for their success changes. These would include a change in management; changes in Competition; new replacement products; and changes in demand for that product.
    I remember working in Switzerland for a huge conglomerate in the 70's owned by a family for centuries (Think UBS, Rolex, Sulzer, etc) that is not in business anymore except for the ship owning division. They were bigger then Nestle!
    Sep 22 08:50 AM | Likes Like |Link to Comment
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