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bsorge

bsorge
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  • 5 Australian Stocks To Consider For Income And Growth [View article]
    I don't know how you can talk about these stocks without making mention to the currency situation. The Aust. $ has gone from 1.95 to the dollar to .85 which is a big haircut for U.S. Investors. I guess the question will be monetary policy going forward. (Please read above $ 1.05 and not 1.95)
    The Australian monetary officials seem to like a cheaper currency to enhance exports right now.
    Nov 27, 2014. 08:13 AM | Likes Like |Link to Comment
  • Study Suggests 'Sin Stocks' Will Always Outperform The Market [View article]
    I get the scenario for Tobacco and gambling, but not for Defense and Alcohol. That goes especially for the later which also makes consumer products. I would place most of these stocks in cyclical category that goes opposite sometimes to the general economy. Overall, a broad based portfolio should have a portion for each sector.
    Nov 27, 2014. 08:04 AM | Likes Like |Link to Comment
  • Investing In The Future Of Brazilian Utilities [View article]
    Sometimes the future never arrives
    Nov 22, 2014. 04:44 PM | 1 Like Like |Link to Comment
  • What Should I Do About Those Non-Dividend Paying Stocks I Received In A Spin-Off? [View article]
    Good article! I have had this conundrum several timesinthepast two years. The net result is that I did not sell and these spin offs have performed really well. Think Abbvie from Abbott and Phillips 66 refining from COP.
    Nov 19, 2014. 01:17 PM | 2 Likes Like |Link to Comment
  • Should Dividend Investors Own Non-Dividend Paying Stocks? [View article]
    DGI,
    You state that "Dividends allow investor to compound their interest over time".
    On the flip side Companies that don't pay dividends or low payouts don't pay taxes on this dividends and can compound their growth. The problem is that few Companies have the ability to make good use for these profits. Even Google is spending $ 2 billion for 2 airport runways close to their headquarters.

    My attitude is to have mostly Dividend growth payers with some non payers who have a wide moat for an occasional home run investment.
    Nov 18, 2014. 08:36 AM | Likes Like |Link to Comment
  • Why Dividend Growth Investors Should Buy Verizon Instead Of AT&T Or Sprint [View article]
    I own T and VZ also. Both are making big expenditures. The T purchase of DT should allow them to sell a true bundled product. As for network I find them similar depending on where you live. Owning both makes sense on the conservative side of the portfolio.
    Nov 18, 2014. 08:21 AM | Likes Like |Link to Comment
  • Triangle Capital Has A Growing Non-Accrual Problem [View article]
    I will be the first to admit that I have little experience in BDC investing, but a good deal in CEF and the overall stock market. Triangle is my first BDC investment and I will be the first to state I am in a learning process.
    Nov 9, 2014. 10:49 AM | Likes Like |Link to Comment
  • Triangle Capital Has A Growing Non-Accrual Problem [View article]
    This article and comments are giving me a headache.
    I am recently long this stock at around 25.-, but immediately saw their quarterly reports showing some decreases from the previous year. The more I look at it this reminds me of owning a CEF. I will keep my eye on this investment.
    Nov 8, 2014. 08:31 AM | Likes Like |Link to Comment
  • Google's Cloud War Ratchets Up [View article]
    Dear Bill,
    I wonder where people get their statistics. I have never seen anyone mention just how many warehouses and servers each Company has dedicated to the Cloud. I would bet that that they would be astounded by the number and resources being put forth by Google on a top secret basis. That is why they are cutting prices as they expect to dominate this business. In the first 9 months of this year they spent $ 7.5 Billion on new servers/Warehouses. They are opening facilities as big as a Walmart distribution center just about every week. This will result in an all out price war. (My information is from the inside)
    Nov 5, 2014. 12:15 PM | Likes Like |Link to Comment
  • Dividend Champions For November 2014 [View article]
    Rich,
    Are you referring to the .50/1.00 fee on some ADR's charged by some clearing houses? I wish their was a way to separate these from other ADR stocks. Bad enough dealing with withholding.
    Nov 2, 2014. 06:56 PM | Likes Like |Link to Comment
  • Dividend Champions For November 2014 [View article]
    Rich,
    I just hand a discussion with my broker due to .50/1.00 fee on some ADR's.
    It apparently depends on who does the clearing for that foreign stock. It's bad enough to have foreign withholding taxes. Is this what you are talking about?
    Nov 2, 2014. 06:53 PM | Likes Like |Link to Comment
  • 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, 2014. 12:30 PM | 2 Likes 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, 2014. 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, 2014. 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, 2014. 01:27 PM | Likes Like |Link to Comment
COMMENTS STATS
733 Comments
682 Likes