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indefinitelee

indefinitelee
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  • Dividend Champions Smackdown XXXV [View article]
    what is MR%? Most recent dividend increase?
    Feb 7, 2013. 08:35 AM | Likes Like |Link to Comment
  • Apple's China Growth Not As Strong As It Appears [View article]
    If you back out their highest selling product they really didn't sell much at all!
    yeah great analysis.
    Jan 29, 2013. 01:31 PM | 2 Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    i could be wrong but didn't sales of iPads phones and pods all increase by 20+%? quarterly YoY revenue up 18%? Yearly revenue up 40+%
    Jan 24, 2013. 10:27 AM | 11 Likes Like |Link to Comment
  • 16 Great Dividend Champions On Sale [View article]
    Hi, i was hoping you could comment on
    1. the Abbot/Abbvi spinoff.
    2. You bought some Canadian banks, are there any other foreign banks with solid dividends you are looking into? Trying to get a bit of exposure to other currencies.

    thanks
    Jan 18, 2013. 10:50 AM | Likes Like |Link to Comment
  • Farallon Capital Focuses on Risk Arbitrage [View article]
    great move selling 33% of their GEOY holdings.
    Mar 11, 2010. 01:24 PM | Likes Like |Link to Comment
  • Rapid Transition to Grid Enabled Vehicles Not Possible or Desirable [View article]
    John, how do you feel about Stan Ovshinsky's work?
    www.nytimes.com/2009/1...
    Nov 28, 2009. 09:24 PM | Likes Like |Link to Comment
  • Is Now the Time to Sell Your Dividend Stocks? [View article]
    I tend to agree with most of your articles but I really see nothing wrong with taking a bit of profit on some stocks that have run up close to 50% over the last few months.
    You could either buy back into the same stock on dips or use the profits to expand or enter into another position.
    Oct 23, 2009. 09:53 AM | 5 Likes Like |Link to Comment
  • Five Hedging Strategies [View article]
    let's say i wanted to attain a 1:1 negative correlation to the market as a hedge in my portfolio. even given the decay of inverse ETFs, would it be possible to achieve that ratio with some combination of short, 2x, and possible 3x inverse ETFs?
    Sep 9, 2009. 09:52 AM | 1 Like Like |Link to Comment
  • How PHEVs and EVs Will Sabotage America's Drive for Energy Independence [View article]
    John, I'm confused. You say that HEVs such as the Prius deserve more government support since they are cheaper and would save more gas/CO2 emissions.
    But if "NiMH batteries are terribly resource constrained" as you said, then how realistic is it to assert that one could build 16 times as many NiMH as Li-ion?
    Aug 27, 2009. 10:35 AM | 2 Likes Like |Link to Comment
  • Popping the Clean Energy Fund Bubble Will Set the Stage for Future Growth [View article]
    i don't see how the mere number of etfs or mutual funds represents a bubble. How many dollars are represented by those ~30 funds? Do a small number of funds hold most of those assets? Are they over-valued in some way?
    Aug 27, 2009. 10:15 AM | 1 Like Like |Link to Comment
  • How PHEVs and EVs Will Sabotage America's Drive for Energy Independence [View article]
    John, here is where the disconnect on this article is for me. Each of the vehicles you are comparing use different batteries. You then say that for the amount of electricity produced by the batteries in cars A &B you could produce 16 or 11 times as many of car C.

    More or less right so far?

    But this seems like a twist of logic to me. It is not as if we are apportioning a limited number of KwH to each vehicle. We can build 32 Priuses and 3 Volts. Since they use different batteries it seems like a fallacy to say that each Volt keeps 32 priuses off the road. Why would one affect the other?
    Additionally, if they do affect one another then the constraint would be manufacturing resources at the macro level. That is, every mine/factory producing Li-Ion can't produce NiMH. Maybe this is what you were trying to say but to me, using KwH clouds the matter.

    Finally, sort of off topic of this article, I think that part of the reason Lithium-Ion batteries get all the press is that they sound cool and futuristic. I mean, probably less than half the US population could tell you what Lithium is or what an Ion is and probably less than 25% could tell you what both are but damned if it doesn't sound high-tech to say "Lithium-Ion" as opposed to "Lead-Carbon."
    Aug 26, 2009. 09:36 PM | 5 Likes Like |Link to Comment
  • Peak oil nervousness is caused by vague anecdotal evidence and ignorance of exploration and extraction methods, argues energy consultant Michael Lynch: Oil's still abundant - and new supplies should bring the cost per barrel closer to history's $30.  [View news story]
    despite producing 11 million barrels per day Saudia Arabia's declared reserves never decline. That's amazing.
    Aug 25, 2009. 11:38 AM | 2 Likes Like |Link to Comment
  • 6 High Yield Dividend Stocks You'll Wish You'd Bought [View article]
    how is WAG a high yield stock at 1.8%?
    Aug 19, 2009. 09:45 AM | Likes Like |Link to Comment
  • 12 Five-Star Dividend Stocks [View article]
    awesome, is your revised spreadsheet available for download from your website?
    Jul 8, 2009. 04:08 PM | Likes Like |Link to Comment
  • 10 ETFs, 5 Equities for Optimized Asset Allocation [View article]
    at first i did not think so, but after running this portfolio through the correlation spreadsheet found on gummy-stuff.org/Excel/
    this is a very well diversified portfolio, with very few holdings having correlations over 60%
    Jul 8, 2009. 11:24 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
22 Comments
32 Likes