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rob1221

rob1221
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  • S&P 500: Dividend Cuts Hit Recessionary Levels In February 2013 [View article]
    I also would like to see a chart that goes back at least 15 years specifically what was the rate of dividend cuts leading up to and including the tech bubble market top of S&P 1527?
    Feb 27 02:03 PM | 1 Like Like |Link to Comment
  • S&P 500 Market Valuation And Historic Returns [View article]
    another headwind is that when boomers who over own stock or equity funds will be forced to be net sellers in retirement with not enough younger buyers to pick it up. The whole IRA 401K scheeme is a huge untested retirement scheem that depends of robust population and economic growth which we no longer have.
    Jan 11 02:22 AM | Likes Like |Link to Comment
  • S&P 500 Market Valuation And Historic Returns [View article]
    Well said the economic headwind from the aging population is huge.(full disclosure I am a boomer) Your points are well taken and supported by demographer Harry Dent. I would add one more issue. Lets call it the crowded exit for equity since more people will be retiring over the next 15 years or so, many more than entering the workforce. And since financial people have pushed boomers into 60+% stock vs Bond positions. Boomers will be forced to sell equity at ever lower prices to raise cash during retirement since puny 2% dividends will not be enough to fund retirement expenses. With relentless future net selling and not so many Gen X and Y buyers we are headed for a big market drop. Dent himself is predicting Dow 3000. I am sure the market can rally off and on for a few more years but the day of reckoning is coming probably around 2017 or so. Our 1-2% GDP "growth" will bring it sooner rather than later. If inflation was not understated by the government true GDP is closer to 0-1% when adjusted for the 3-4% real world annual cost of living we actually experience including the higher cost of taxes to pay for more government.
    Jan 11 02:15 AM | Likes Like |Link to Comment
  • S&P 500 Market Valuation And Historic Returns [View article]
    Thomas ...The second shoulder we are in now is the sovereign debt bubble which followed the tech shoulder and housing head. Need more evidence.... how about serious talk of issuing trillion dollar coins and a 20+ Trillion dollar debt ceiling. PS how much money was made in the stock market from 1929 to 1954? answer 0, market returns can be poor for a long time well over a decade in secular bear markets such as what we have now My 15% stock 80% bond 5% cash portfolio annualized total return results are as 5y=6%, 3yr=8% last year=10% that would work well for any age person saving for retirement or in retirement.
    Jan 8 02:34 PM | 1 Like Like |Link to Comment
  • S&P 500 Market Valuation And Historic Returns [View article]
    Globalmind....This screams of BS if you are making a consitant 2-10% per month that would be 24% to 200+% annual returns if you are doing that you should be more famous than warren buffet and your name should be on the Forbes 500 wealth list.
    Jan 8 02:01 PM | 5 Likes Like |Link to Comment
  • S&P 500 Market Valuation And Historic Returns [View article]
    as a person living off my retirement cash flow is king, capital appreciton can be taken away from you in a day or a week High yield and long corporates (not treasuries or stocks) are a key to a stable retirement. I am 15% dividend stock funds 40% each in high yield muni and B grade high yield corporate also keeping costs low using vanguard.
    Jan 8 12:22 PM | 1 Like Like |Link to Comment
  • S&P 500 Market Valuation And Historic Returns [View article]
    lets call it greecification of the US
    Jan 8 12:16 PM | 2 Likes Like |Link to Comment
  • S&P 500 Market Valuation And Historic Returns [View article]
    This article shows the old adage if you torture numbers long enough they will tell you anything you want to hear. Ignor the current and massive 15 year head and shoulder pattern formation at the right of the very first unmanipulated chart at your peril.
    Jan 8 12:14 PM | Likes Like |Link to Comment
  • Two-Season Approach To Building Efficient Portfolios Using S&P 500 [View article]
    My idea is take a Look at TLT or BLV long bonds to be held during the off season summer-fall period when equity is not held this is my approach TLT seems to be a nearly perfect low risk inverse of SPY or VTI plus the dividend is an added bonus.

    Use MACD for more percise equity entry and exit timing per Jeff Hirsch or Sy Harding work on the subject.
    Dec 7 02:25 AM | Likes Like |Link to Comment
  • Retirees: It's Time To Learn More About Dividend Growth Investing [View article]
    Bob, I am well aware of the risk of bonds my vanguard high yield corporate took a 20% draw down in 2008 Much better than the 40+% hit taken that same year by stocks. I bought more High Yield Corp that year I was back to even in my 85% Bond portfolio by November 2009 my cash flow is superior to heavy stock portfolios and my total returns for the past 1yr 3yrs and 5yrs are better with 1/2 to 1/4 the risk. It is almost comical that people think stocks don't carry a huge interest rate risk also.
    Nov 18 01:40 AM | Likes Like |Link to Comment
  • Retirees: It's Time To Learn More About Dividend Growth Investing [View article]
    Dividend stocks are ok but most pay only 2-3% that does not pull the wagon High Yield and Corporate Long bond along with Muni High Yield funds from a low cost provider such as vanguad pull the wagon. My portfolio generates 4% annual interest and dividends my cap gains have been averaging 4-5% my total annual returns are over 9% for the past 3 years with while being only12% in stocks and 88%in bonds
    Nov 12 02:51 AM | Likes Like |Link to Comment
  • Berkshire Hathaway's Headline Looks Great But Operating Earnings Down [View article]
    Warren has a few Hurricane Sandy cars and homes to replace on the east coast before he buys anything else
    Nov 12 02:37 AM | Likes Like |Link to Comment
  • Ally Financial is looking to sell its auto financing units in Europe and Latin America for around $4B - and General Motors (GM) is the lead bidder if they come as a package, Reuters reports. The deal could come down next week and Ally is still reportedly looking at various separate bids for the two operations. [View news story]
    You just can not fix stupid GM will buy back its former loan operation???? Just before Europe goes into a near depression and Latin America hits a recession all with taxpayers left holding the bag again
    Nov 12 02:34 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will The U.S. Dive Over The Cliff? [View article]
    no grand bargain will occur.... taxes will be allowed to go up and the debt ceiling will not be raised the Dow will fall 500 to 1000 points. The congress and Obama will then put together a 1/2 A$$ crises bandaid to put this off until after the 2014 mid term election, wash rinse repeat.
    Nov 12 02:26 AM | 2 Likes Like |Link to Comment
  • Even With A Fiscal Cliff Deal, Stocks And The U.S. Economy Will Unravel In 2013 [View article]
    the Apple game is about over. Railroads and General Motors were once "growth" stocks 100 years ago. Poloriod and Kodak were Growth 50 years ago. Microsoft was growth 15 years ago. Apple will end in tears just like the other fallen growth giants.
    Nov 12 02:16 AM | 1 Like Like |Link to Comment
COMMENTS STATS
30 Comments
21 Likes