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bsorge

bsorge
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  • Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
    I agree that their are exceptions. In this case VZ got rid of FTR as the rural Telcon sector is a dog. Another exception would be Abbott with Abbvie which was profitable.

    Thankfully I owned the profitable spinoffs!
    May 16 04:12 PM | Likes Like |Link to Comment
  • Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
    Bob,
    One of the check lists suggest consider selling when a stock considers "Split itself or spin off a separate Company". My experience is that you hold that stock as the real gains occur after the split. Every time this has happened I have made a bundle of money holding these stocks. The latest being COP.
    May 15 08:46 AM | 3 Likes Like |Link to Comment
  • Preferred ETFs Are Pushing The Limits [View article]
    Paulo,
    I somewhat agree. They have been hyping that rate increases are imminent, but central banks around the world are telling a different story. Either they are pushing down rates to stimulate their economies or trying to keep rates down so as not to worsen their debt. Why this is going to change is beyond me. If anything deflation has been the biggest result.

    Of course nobody wants to be holding these instruments if the music stops. Meanwhile, I am holding my biggest cash position in years with zero returns. Frustrating!
    May 15 08:31 AM | 1 Like Like |Link to Comment
  • Highfields Capital Is Wrong Because This Digital Cloud REIT Ain't Going Nowhere But Up [View article]
    Barron's had negative comments also in this weeks edition.
    May 13 09:10 AM | 1 Like Like |Link to Comment
  • Get 7.65% Yields In Short 28 Month Bonds From The Trade & Development Bank Of Mongolia [View article]
    This appears to be a private bond issue without any government guarantees. From the title this sounded a bit more solid then what you get in reality.
    May 11 03:19 PM | Likes Like |Link to Comment
  • Sysco Management Discusses Q3 2013 Results - Earnings Call Transcript [View article]
    Same story every quarter. They first miss their profit forecasts and sales increase about the same as food inflation. They keep buying up outside Companies to the tune of $ 1.0 billion over the last year.
    Very unexciting stuff. In the meantime I am getting a good dividend and some price appreciation.
    May 6 04:17 PM | Likes Like |Link to Comment
  • Alerian MLP ETF Cuts Expense Ratio To 4.85% [View article]
    Any investment that charges 4.85% expense ratio is not a good investment. Sooner or later this ETN will produce a negative return that you can't justify that expense ratio.
    May 4 01:00 PM | 3 Likes Like |Link to Comment
  • I've Never Owned A Rolex, But Maybe It's Time To Invest In Taubman [View article]
    Are you sure you would want a Rolex? We have two and they can be a pain. First you need an e pensive winder that runs on electricity. They keep lousy time and need periodic expensive maintenance. They do look good, but I would suggest a Citizens Eco drive.

    Taubman has premier properties and is well run.
    Apr 29 12:18 PM | Likes Like |Link to Comment
  • I've Never Owned A Rolex, But Maybe It's Time To Invest In Taubman [View article]
    Rolex,
    - Never keeps accurate time.
    - Requires a watch winder which uses electricity.
    - Expensive t
    Apr 29 09:16 AM | 1 Like Like |Link to Comment
  • CASSHing Out [View article]
    I sold my Canada (EWC) and Australia some time ago, but have held onto Singapore and some individual issues in China. My reason is to move away from Commodity based countries.
    Apr 25 07:40 PM | Likes Like |Link to Comment
  • Apple: Massive Buyback Powers Shares After Hours [View article]
    One question. Apple has 145 Billion cash at the end of March. They now plan on borrowing 100 Billion for dividends and share repurchase. They are borrowing since their cash is overseas and they have not paid U.S. taxes on this amount.

    Could they possibly lend this money from themselves and save the interest? If they borrow from the outside will this interest be offset by their own investments on the overseas cash?

    Sooner or later they will have to reckon with these funds and the best solution is buying other Companies or investing in themselves.
    Apr 24 05:24 PM | 1 Like Like |Link to Comment
  • iShares Launches Target-Date Corporate Bond ETFs To Hedge Rising Rates [View article]
    I did some further research and see their is something like a 4.5% yield, but yield to maturity less then 1.5% to maturity for the 2016 issue. This suggest to me that you are paying a big premium to buy this ETF?
    Apr 24 12:42 PM | Likes Like |Link to Comment
  • iShares Launches Target-Date Corporate Bond ETFs To Hedge Rising Rates [View article]
    Does this mean that on a certain date you get 100% of the start date offering?
    Apr 23 04:59 PM | Likes Like |Link to Comment
  • Is It Time For Floating-Rate Bank Loans? [View article]
    These loans have a high expense fee.
    Apr 20 09:22 AM | Likes Like |Link to Comment
  • Why Is The SPDR Gold Trust In A Free Fall? [View article]
    I find it interesting that Gold is dropping in light of the poor economic uncertainty around the world. The only thing that makes sense is low interest rates driving down Gold demand. Their has been much talk that rates have bottomed and will be heading up, but nobody has a time table for this to happen

    Commodities overall have been falling in unison and Gold seems to be the last to drop. It almost appears to me that Gold is not being taken as a reserve currency, but part of general malaise in commodities that portend global economic weakening. Any thoughts?
    Apr 18 08:41 AM | Likes Like |Link to Comment
COMMENTS STATS
567 Comments
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