A High-Dividend-Growth, Low-Payout-Ratio Portfolio [View article]
From a value point of view, how relevant would it be to further narrow this list based on low PE multiples? Say, if one wanted to pick only one stock within each sector..... Would love to get your thoughts on that. Thanks
A High-Dividend-Growth, Low-Payout-Ratio Portfolio [View article]
Very impressive. I am still learning how to pick stocks, but I like your reasoning a lot. Waiting for a pullback this summer (somehow my "spider sense is tingling") before I go on my stock shopping spree.
Ignore The P/E: Corning Is Still A Value Trap [View article]
Agree with Kevin Quon and wri3ght. GLW's problems appear to be short-to-intermediate term. It is a longer term value play, certainly not a value trap. That is not to say it cannot drop further, but $12 seems to be a strong floor. It might be worth getting in the trade 50% now and see doubling down if it drops below $10. Allernatively, consider writing the Mar 10 puts @ 0.45 if you are long term bullish. I wouldn't mind purchasing GLW at all for a net 9.55.
The Rogue Dollar And Why A Collapse Is Inevitable [View article]
In a fiat currency system, money indeed can be unprinted. It is called contraction of the Fed's balance sheet. Once the money loaned to the banks is returned back to the Fed (without going into the technical details at both ends), the Fed simply destroys it. I do share my faith in some, not all fiat currencies.But I agree with you about the fact that it is all based on confidence. However, please understand, that confidence argument applies to even other forms of currencies like gold and other than the fact that it cannot be destroyed as easily (or perhaps never) as paper currencies, its intrinsic value is singularly based on confidence in it. The day you find a trillion tonne of easily extractable gold on earth or even on the moon (hypothetically), gold too would collapse as a currency or a safe haven investment. And there are a zillion other scenarios for alternate forms of currency to reach their respective endgames. So other than the barter system, what other form of currency would you propose? Barrels of oil, pints of beer?
The Rogue Dollar And Why A Collapse Is Inevitable [View article]
Funny how the people who use a loudspeaker to scream in your ears that the Fed can print money (i.e. fiat currency) never seem to remember to tell you that the Fed can "unprint" it too. Yes, just like the Fed can increase the money supply, it can equally quickly decrease it too. Fiver Capital, please note that your entire thesis is based on the assumption that once created, fiat currencies cannot be destroyed. That is true for gold and silver, not for the dollar. If you revise your model to incorporate the idea that the total pool of fiat currencies is determined by the cognate central banks then the entire tenet of your thesis is undermined severely.
3 Tech Stocks To Buy And 2 To Take Note Of In 2012's First Half [View article]
Please update your research before you write. GLW is nowhere close to challenging its 200 day SMA. It is in a downslide and as of this moment below its 20 day SMA.
The Stock Market - Increasing Risks And Potential Implications [View article]
Pray, what analysis? All your articles start with "my overall analysis" and how it points to "significant risk"? Can you please share what this analysis is, so readers can make their own conclusions?
Federal Reserve Notes Explained: Why Fiat Currency Is Just an Economic Fantasy [View article]
Do you have a better alternative to paper currency? The argument you use can pretty much be applied to any other mechanism of payment (including gold!) with one notable exception - the barter system. Sixteen pounds of rice for one wireless router? Currency is also a commodity, just like gold, oil, wheat etc. And as long as there is a demand for it, it will continue to be used as a form of payment. Ditto for gold. After all, gold too does not have any instrinsic value and is worth something only as long as there is demand for it.
Trade Volume: It's the Total That Really Counts [View article]
For any nation: Aggregate Demand = Consumption + Business Spending + Government spending + Exports - Imports
So, higher exports coupled with higher imports does not translate into an increase in aggregate demand. So how exactly is an increase in imports necessarily a good thing, when it comes to "measuring economic performance"?
Financial Stress Index Returns to Pre-Recession Levels [View article]
Is it a leading or lagging indicator? The chart looks very similar to the VIX (I am assuming it is one of the components of this index) and needless to say, the VIX is a lagging or perhaps more accurately, a coincident indicator.
Sentiment Extremes in Current Markets [View article]
Your graph (reproduced from RMG Wealth Management) doesn't seem to show any co-relation between the individual investor bullishness index and the actual stock market performance. Can you put a predictive value on this index before making any conclusions such as ".....we have to be wary of 'irrational exuberance'....." ?
A High-Dividend-Growth, Low-Payout-Ratio Portfolio [View article]
A High-Dividend-Growth, Low-Payout-Ratio Portfolio [View article]
A High-Dividend-Growth, Low-Payout-Ratio Portfolio [View article]
Ignore The P/E: Corning Is Still A Value Trap [View article]
The Rogue Dollar And Why A Collapse Is Inevitable [View article]
7 Stocks In Overbought Territory [View article]
The Rogue Dollar And Why A Collapse Is Inevitable [View article]
I do share my faith in some, not all fiat currencies.But I agree with you about the fact that it is all based on confidence. However, please understand, that confidence argument applies to even other forms of currencies like gold and other than the fact that it cannot be destroyed as easily (or perhaps never) as paper currencies, its intrinsic value is singularly based on confidence in it. The day you find a trillion tonne of easily extractable gold on earth or even on the moon (hypothetically), gold too would collapse as a currency or a safe haven investment. And there are a zillion other scenarios for alternate forms of currency to reach their respective endgames. So other than the barter system, what other form of currency would you propose? Barrels of oil, pints of beer?
The Rogue Dollar And Why A Collapse Is Inevitable [View article]
3 Tech Stocks To Buy And 2 To Take Note Of In 2012's First Half [View article]
The Stock Market - Increasing Risks And Potential Implications [View article]
10 Cheap Technology Stocks That Are Aggressively Growing Profitability [View article]
Federal Reserve Notes Explained: Why Fiat Currency Is Just an Economic Fantasy [View article]
Currency is also a commodity, just like gold, oil, wheat etc. And as long as there is a demand for it, it will continue to be used as a form of payment. Ditto for gold. After all, gold too does not have any instrinsic value and is worth something only as long as there is demand for it.
Trade Volume: It's the Total That Really Counts [View article]
Aggregate Demand = Consumption + Business Spending + Government spending + Exports - Imports
So, higher exports coupled with higher imports does not translate into an increase in aggregate demand. So how exactly is an increase in imports necessarily a good thing, when it comes to "measuring economic performance"?
Financial Stress Index Returns to Pre-Recession Levels [View article]
Sentiment Extremes in Current Markets [View article]