16 Dividend Stocks Delivering What's Important [View article]
I am a fan of UVV and have done well with it and enjoy the generous dividend. The most recent financial report read today has me a bit concerned. The "we've been through this before" is becoming a mantra that could start to be interpreted as a stumble. For this reason, I have sold off some to limit my risk to only 1% of my portfolio.
Tobacco is a growth industry. It follows from increasing population and has the longest growth history of any industry. Asian demand is a key growth area.
As their bottom line gets dinged, I would not want to hold too significant an amount to cause my bottom line to visibly suffer. I also hold VGR.
Republican Victories Could Crush Stocks and Bonds Before Sending Them Higher [View article]
Buying bonds by the Fed increases the money supply. More money with the same amount of goods and services increases inflation. A 20% increase in the money supply will cause an increase in asset prices by approximately 20% (ie no real gain) and an illusion that things are getting better. Then greed replaces fear.
The greedy wanting to get on the gravy train will bid up the price of everything and start buying before the price goes higher. Then maybe MAYBE someone seeing that sales are booming will actually increase the physical capital to produce more goods and service and maybe even hire someone to help him.
As we then get closer to the end of the boom, employment increases and we get some wage inflation. The wage price spiral then goes unabated for awhile and Fed floods the market with all the bonds they bought and raises interest rates to collapse the economy.
Population increase with approximately the same propensity to consume and produce will always be the baseline of economic growth.
Can Obama Transition the Democratic Party to an Economic-Growth Party? [View article]
The only thing that the current administration can add is increased Government spending to stimulate the economy. The Fed is the main driver to prime the pump with monetary policy and QE2 could do the trick. But, we need a more liberal tax policy and get more money into people's hands to start spending again.
We are still suffering from a lack of confidence.
The current election results reflects the frustration with lack of visible progress on the jobs front.
The Quest for Yield: Finding Dividends [View article]
You can't disregard the man behind the curtain. I like the advice on screening for dividend plays. At one time I was skeptical about the hi-yield funds but they seem well diversified and I am playing 4 of them for diversification. I like the utility comparison to treasuries. The biggest worry has been regulation and carbon taxes that may now receive less of a push after yesterday's election.
Caterpillar: Infrastructure Stock With a Unique International Niche [View article]
CAT is my only Dow holding in my IRA other than BAC. I own the BAC warrants but wish my weighting was heavier on CAT. No matter what you do its always wrong. :(
Emerging Markets: No Longer Cheap, So Why Are Investors Hot for Them? [View article]
The weak dollar partly fuels the comparative advance of these markets. Got to keep an eye on the exchange rates. In following Mexico, I always look at the peso rate and the comparable prices on the Bolsa. Some bargains can be seen if the arbitrage is not alert enough for some subtle changes. Its hard to do - I don't have access to current quotes from Mexico. Delayed openings for the ADRs is also frustrating.
These Two Stocks Are Hotter Than Apple (But You Should Still Avoid Them Now) [View article]
CMG is probably my second biggest investment mistake. We had a chance to get some with the MCD spinoff and didn't bite. The Biggest investment mistake was selling AAPL as a new issue after holding it only 3 days.
Slim Hopes for Obesity Drugs to Gain Approval [View article]
I only have one word to believe Qnexa will be approved - efficacy.
The savings to the US health care system would be billions. There are side effects for every drug but the risks are so small compared to the benefits. Potentially could be a bigger earner than Viagra.
Investment risk/reward ratio is compelling. I've made my bet (but only a small one - < 1% of my portfolio.)
Timeless Investment Classics, Part VIII: The Art of Contrary Thinking by Humphrey Bancroft Neill [View article]
Excellent list of background material on the topic and supportive of one of my investment strategies.
Many times the crowd is correct - the direction in the short-term can not be disputed. The BP oil spill and the current BAC decline I view as classic opportunities. The skill in deploying the strategy is making an accurate assessment of the over done pessimism. The crowd is correct on the financial harm but wrong on the overall long term valuation.
Bad news can continue for a long time and pop up again as a surprise. Very risky to call a bottom. Need a buy in strategy for a long term goal. When successful - its a very satisfying experience.
The first peak oil scare was in the 1800's - people were afraid we were running out of whales to provide the needed oil to light our homes. But, the invention of the gas light and kerosene replaced oil.
The oil is from the biologic mass that perished over the many millions of years where its estimated that all life has previously succumbed to environmental disaster 6 times or more in its history.
The phrase "peak oil" I first heard from a fellow Rutgers Alumni Lester Brown (much my senior) during a presentation of his book "Plan B 2.0" to the Washington DC Alumni and invited guests. After the lecture I discussed with him the Ricardian economics of resource depletion and the impact of technology.
16 Dividend Stocks Delivering What's Important [View article]
Tobacco is a growth industry. It follows from increasing population and has the longest growth history of any industry. Asian demand is a key growth area.
As their bottom line gets dinged, I would not want to hold too significant an amount to cause my bottom line to visibly suffer. I also hold VGR.
Republican Victories Could Crush Stocks and Bonds Before Sending Them Higher [View article]
The greedy wanting to get on the gravy train will bid up the price of everything and start buying before the price goes higher. Then maybe MAYBE someone seeing that sales are booming will actually increase the physical capital to produce more goods and service and maybe even hire someone to help him.
As we then get closer to the end of the boom, employment increases and we get some wage inflation. The wage price spiral then goes unabated for awhile and Fed floods the market with all the bonds they bought and raises interest rates to collapse the economy.
Population increase with approximately the same propensity to consume and produce will always be the baseline of economic growth.
Can Obama Transition the Democratic Party to an Economic-Growth Party? [View article]
We are still suffering from a lack of confidence.
The current election results reflects the frustration with lack of visible progress on the jobs front.
The Quest for Yield: Finding Dividends [View article]
Caterpillar: Infrastructure Stock With a Unique International Niche [View article]
Emerging Markets: No Longer Cheap, So Why Are Investors Hot for Them? [View article]
6 Silver Stocks Ready to Follow SLV's Momentum [View article]
These Two Stocks Are Hotter Than Apple (But You Should Still Avoid Them Now) [View article]
Slim Hopes for Obesity Drugs to Gain Approval [View article]
The savings to the US health care system would be billions. There are side effects for every drug but the risks are so small compared to the benefits. Potentially could be a bigger earner than Viagra.
Investment risk/reward ratio is compelling. I've made my bet (but only a small one - < 1% of my portfolio.)
Sirius XM to Report Q3 Results: Extraordinary Surprises Unlikely [View article]
THANKS.
Timeless Investment Classics, Part VIII: The Art of Contrary Thinking by Humphrey Bancroft Neill [View article]
Many times the crowd is correct - the direction in the short-term can not be disputed. The BP oil spill and the current BAC decline I view as classic opportunities. The skill in deploying the strategy is making an accurate assessment of the over done pessimism. The crowd is correct on the financial harm but wrong on the overall long term valuation.
Bad news can continue for a long time and pop up again as a surprise. Very risky to call a bottom. Need a buy in strategy for a long term goal. When successful - its a very satisfying experience.
The End of Oil's Golden Age [View article]
The End of Oil's Golden Age [View article]
The End of Oil's Golden Age [View article]
The End of Oil's Golden Age [View article]
www.americanscientist....
Technology is the key to coax additional reserves from the existing resource and the discovery of new supplies such as oil shale.