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bsorge

bsorge
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  • 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
  • How I Analyze Dividend Stocks: Part 1 [View article]
    The problem with all of this as it just looks into your rear view mirror. Business prospects going forward are almost just as important. That us why so few businesses are able to sustain their success. Examples are Radio Shack, Sears, Howard Johnsons, etc.
    Sep 21 07:33 PM | Likes Like |Link to Comment
  • How Can You Invest In An Irreplaceable Island That Pays A 4.44% Dividend Yield? [View article]
    I don't like the idea of a narrow investment just in NYK. Prefer diversity.
    Sep 15 02:11 PM | 3 Likes Like |Link to Comment
  • 3 New Cruise Ships Significantly Improve Royal Caribbean's Return Potential [View article]
    The problem with these mega ships is the lack of ports able to Dock them. Tendering is no fun. After awhile people get tired if going to the same ports. Ask anyone about Caribbean cruises.
    Sep 12 12:06 PM | Likes Like |Link to Comment
  • General Electric Should Now Sell Its Lighting Business [View article]
    Dup,
    Funny, I never heard of Osram before you mentioned them. I see they claim to be number one. What I am most concerned with is cheap Asian producers like FEIT with their CFL and LED lights. They will kill profitability for others.
    This business is strictly low margin and best get out while their is some value.
    Sep 9 07:49 AM | Likes Like |Link to Comment
  • Maybe The Stock Market Isn't So Dumb - IBM Reaps A 6% Loss On A $156 Billion Investment [View article]
    This article forgets that IBM is a totally different Company from 1999. They have morphed from a hardware (Computer) to a software and support solution firm. This has proven to be the correct path, but the revisions have not come without cost. Otherwise IBM would now be a Dell, HP, or Compaq which are doing far worse. That is the true comparison.
    Sep 9 07:40 AM | 8 Likes Like |Link to Comment
  • Update: Norwegian Cruise Line Holdings Acquisition [View article]
    Most people I know are dreading this acquisition as their is just too big a disparity in quality of the product. Anyone who has cruised these lines know about this. I also don't like that Frank Del Rio only committed to running the Company until 2015. He clearly wants to retire. This is the 3 or 4 owner of this line since inception in 2005.
    Sep 4 05:39 PM | Likes Like |Link to Comment
  • War Risk Considerations For U.S. Stock Market [View article]
    The reality is that the war risks are far away. Even for the Europeans it is not that close. I would have thought that civil insurrection is a greater threat due to high unemployment in Europe. Places like Spain with 26% unemployment. Of course if this balloons to 50% then the usual complacency may erupt with likely over throw of Governments. That is also a real threat in China which is why they create work like construction that really is not needed.
    As for Mideast and Ukraine/Russia I can't see others jumping in on a meaningful basis.
    Sep 3 07:20 PM | Likes Like |Link to Comment
  • Electric Utilities: The American Way Vs. Germany And Australia [View article]
    I believe the true future of electric utilities will be the electric car. Unfortunately, this is likely more of a long term event connected with better battery life.
    Can you imagine if every car in America had to hook up their car every night and then hook up during the day while at work. I suspect this will not happen for another 10/20 years.
    Sep 3 06:48 PM | Likes Like |Link to Comment
  • 'Timing This Market Is Guaranteed To Make You A Loser' [View article]
    I guess I fall between both camps on how I handle investments. My basic premise is conservative with preservation of wealth important. I've already made my nest egg.

    I don't think you can time a market, but....
    - I can tell a low market and a mature market. We are a mature market after 5+ years.
    - the adage "Go away in May and come back in November has value. That does not mean going all in or out. This means you should prune your losers these months and wait until November to add meaningfully to positions.
    - Watch the "Fed" has value. They point to how the market will perform going forward.
    - Go global in investing.

    Their is some statistics that show over a long period of time that the period of the year you invest has positive results over the long haul. Going in and out if the market totally is a losing proposition.
    Aug 25 02:44 PM | Likes Like |Link to Comment
  • Diversify Your Income Portfolio With Allianz [View article]
    Property & Casualty lines can create bumps in business. I have owned their preferred for many years that was selling for a discount for several years after losses.
    Aug 23 08:29 AM | Likes Like |Link to Comment
  • Why Investing In U.S. Multinationals Is Not The Same As Investing In Foreign Companies [View article]
    Good article David. Biggest difference is by owning Foreign ADR stocks is that you can incur additional withholding taxes which are minimal for Great Britain, but substantial for France and Switzerland. Having also worked for a Swiss conglomerate early in my career I am aware of big differences in how they do business. For example many foreign businesses have difficulty adjusting their business employment if sales decline. They are also often tied into various Governments which happens big time in Switzerland. This can also be a home court advantage I discovered when seeking contracts.
    Aug 21 02:55 PM | Likes Like |Link to Comment
  • DNP Select Income - Steady Income With Possible Premium Expansion Kicker [View article]
    Glad you pointed this out. Sold it awhile back after a review. Not a big fan of CEF's as they all survive with the same tactics.
    Aug 19 02:04 PM | 1 Like Like |Link to Comment
  • Why You Should Add Verizon To Your Shopping List [View article]
    Funny, but just finished reading an article in SA suggesting selling T and Verizon. The reason stated is that Sprint may cut their prices by 20/25% and the competition will have to cut their prices to remain competitive. This is an age old problem and prices normally stabilize after nobody wins. Besides you are really buying the network after all and not the cheapest price.
    Aug 19 01:02 PM | Likes Like |Link to Comment
  • Our Retirement Portfolio Business Plan - Legacy Edition - Part Two [View article]
    Bob,
    Very insightful article which got me thinking. Already I have turned over part of my portfolio to a wealth management Company with this in mind. This is for excess cash beyond normal living expenses. I suspect that index funds that track a broad spectrum of the market would be another good tool. They have often outperformed the market anyway. Thanks for getting me thinking on a subject we all must face!
    Aug 16 08:51 AM | Likes Like |Link to Comment
COMMENTS STATS
708 Comments
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