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Doug12

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  • Google's Out-Of-The-Box Stock Split, And More [View article]
    Let me see, I go to the stock market and have a choice of class A GOOGL or class C GOOG.

    Class A has voting rights and is not being used for compensation while Class C with no voting rights, is being diluted through stock options for staff and takeovers. I would think that Class A would be valued higher by investors.

    We will see. Volume after the split for each issue should be interesting to see where people feel the quality is.
    Mar 29 01:55 PM | Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    Microsoft has built it's business on creating software that goes on other companies hardware. This is the core business that made them a big company.

    Surface to me is never going to be competition for the other products like I pads and was just developed because of previous Microsoft management's refusal to make the software available to the I pad. I think they must have though if surface was successful it would be the distribution platform for Office.

    Google has android on the most phones now, in the past MS windows was on the most personal computers. To compete with Apple both companies built software for the larger market of hardware. Apple has focused on their hardware more than wide distribution of their software. Microsoft should not try to compete with Apple on hardware but rather have their software offered on as many other companies hardware as they can.

    Imagine if Apple had made their MAC desktop operating system available to all the PC hardware. Windows and Microsoft may never have grown so big.
    Mar 22 11:06 AM | 1 Like Like |Link to Comment
  • Strategies For When The Bull Market Finally Dies [View article]
    Great article. I know it is difficult to time markets but it is possible to recognize and manage risk. This market has enough risk to warrant some preparations like increasing exposure to long term treasuries or other assets the are contrary to the market direction or adjustments to one's asset allocations and exposure to equities. I like your point that it may be better to adjust too early than too late.


    .
    Jan 24 12:21 AM | 1 Like Like |Link to Comment
  • A Global Market Rotation Strategy With An Annual Performance Of 41.4% Since 2003 [View article]
    Hi vn88 you only took their performance for the previous month to select for the current month in your 113% CAGR ?

    Thanks
    Jan 7 08:21 PM | Likes Like |Link to Comment
  • Is It Time For Tim Cook To Leave Apple? [View article]
    Buffet says in the short term the market is a voting machine and in the long term a weighing machine.

    Stock price, particularly in the shorter terms, cannot be always linked to the successful operation of any company. This is what value investors look for, a good company trading lower than the investors intrinsic value calculation. These low prices come from speculation rather than information. This is an opportunity to value investors and it comes with a dividend.

    Low multiples for Apple indicate people worrying about if they will continue to grow earnings with new products. That is emotional speculation rather than knowledge. We do not know the future.

    What we do know is the balance sheet is strong and the earnings are still significant and the dividend is strong. A new product that hits will take this off again.
    Dec 31 01:16 PM | Likes Like |Link to Comment
  • Is It Time For Tim Cook To Leave Apple? [View article]
    From 2001 to 2010 Apple introduced iPod, iTunes, iPhone and iPad as major hardware innovations. About 9 years for 4 prolific products.

    Cook has been in for just over two. I would say it would be unfair to cut him now but 2014 would be a significant year that should produce some new products. If he had rolled out products in the first two years I would figure they were from Jobs tenure.

    Cook has suggested 2014 is the year that we will see new products and if he delivers then great and if not then I am sure they would need to consider new leadership.
    Dec 30 09:45 AM | 7 Likes Like |Link to Comment
  • A Global Market Rotation Strategy With An Annual Performance Of 41.4% Since 2003 [View article]
    Thanks berry
    Nov 18 10:21 PM | Likes Like |Link to Comment
  • A Global Market Rotation Strategy With An Annual Performance Of 41.4% Since 2003 [View article]
    I see EDV was the one that went up in 2008 from your earlier post. Was it held for most of the year?
    Nov 18 12:54 AM | Likes Like |Link to Comment
  • A Global Market Rotation Strategy With An Annual Performance Of 41.4% Since 2003 [View article]
    Thanks Frank, very interesting. I am going to try this with a small portion of my portfolio and see how it works. One question though, can you post what the 2008 and 2009 picks were to get such impressive market returns? Really enjoyed reading this.
    Nov 17 06:54 PM | Likes Like |Link to Comment
  • Rising Interest Rates? What Value Investors Are Doing [View article]
    Thanks for the article, I have been rebalancing to more cash 25% and fixed assets 15%. I do feel the market is due for a bull run but I think it is ahead of itself right now and will correct again. I think we have had two bull markets that put security prices way above historical norms over the last 15 years that put the overall market out of synch with value and we are still unwinding from this. Although value investors do often hold in the eye of the storm I still think you can hedge your portfolio for safety and opportunity when you feel the market cap is gotten ahead of the economy. Cheers
    Aug 2 05:47 PM | 1 Like Like |Link to Comment
  • Beating Back Fear For Income Investors [View article]
    Thanks for the article David. I enjoy your articles. My only fear is not having enough money in a down market. I had sold off some gains because I felt the market was overvalued in that market cap was ahead of GDP which to me is more speculative. I did go to more cash and have found some deals in the last down days. My worry is as I buy these stocks I will have less cash for a bigger fall when it is like a once in a life type of opportunity if you have the cash. Thanks again.
    Jul 2 11:29 PM | 1 Like Like |Link to Comment
  • Do Not Let The 1966-1981 Stock Market Dishearten You [View article]
    Interesting period 66 to 81. The chart for those 15 years looks a little like the current 13 years. After the sideways action the 80's and 90's the market provided a great bull run. Let's hope the same happens.

    I agree with you that value is the key. Thanks for the article.
    Jun 12 01:01 AM | Likes Like |Link to Comment
  • Apple: It's Time To Move On [View article]
    Thanks for the article. I agree that Google has positioned themselves well with the Android operating system. I did think that the Apple situation for the phone seemed the same as years ago with the personal computer in that they focus on the hardware but in the long run the operating system is the potential monopoly business to be in. As Microsoft took the operating system of the majority of computers Google has done the same for phones. I am surprised that Apple did not take the experience in the personal computer and open up their system to other phones. That being said they have a great balance sheet, nice dividend with room to grow, a loyal customer base and still could come out with new innovations that hopefully they will understand the power of the operating systems in their hardware.
    May 26 11:58 AM | Likes Like |Link to Comment
  • Billionaire Jim Simons' Top Dividend Stock Holdings [View article]
    Thanks for the answer. His record is like 30% annually which is outstanding. Is there any way to know where they make most of their gains? I follow Simon's and Tepper but they both have ways of making money (computer trades for Simons and distressed debt for Tepper) that I am not able to follow or do. Any info that helps me learn and understand these two managers with Alpha returns is great. Thanks again.
    May 26 11:32 AM | Likes Like |Link to Comment
  • Billionaire Jim Simons' Top Dividend Stock Holdings [View article]
    Always have been impressed with Jim Simons record when it comes to returns. I do not know how it can help me though as his style seems to be high frequency automated trades based on a math model. Is there any way to use this for retail investors? I cannot see it.
    May 25 10:10 AM | Likes Like |Link to Comment
COMMENTS STATS
38 Comments
20 Likes