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dc984

dc984
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  • Debunking The 'Dividends Don't Add Shareholder Value' Myth [View article]
    Dave,

    Thanks for the reasoned reply. Fair points, but it misses my own point entirely. The doctor is not closed to new evidence (which is most commonly in the form of statistical "academic" evidence, e.g. a new drug X works better for Y disease). You expect your doctor to take into account all available scientific evidence when treating you, right, and not give you some treatment from the 70's. However, some posters here appear to be ("Who cares about the latest academic/statistical studies? This investing approach has worked for me for 30 years, and that's all that counts"). Normally I wouldn't care too much about, but these same posters will viciously attack and deride those (e.g. Larry Swedroe) who, backed with evidence, try to present an opposing point of view. That's unacceptable IMO.

    Regarding common sense, you give doctors way too little credit. Of course they will be expected to use their best judgement in treating each individual patient. But to deliver the best judgement involves not only his own personal experiences with patients, but also on the collective wisdom of doctors and scientists around the world, whose results are aggregated into - you guessed it - statistical studies. Think about it - how did the doctor know in the first place that prostate cancer would take 15 years to kill the 90 year-old patient?
    Mar 14 12:39 PM | 1 Like Like |Link to Comment
  • Debunking The 'Dividends Don't Add Shareholder Value' Myth [View article]
    If he sold his chairs instead of using his company's profit to pay his bills, he'd have more profit left over. Some of which he could use to buy chairs.
    Mar 14 10:58 AM | Likes Like |Link to Comment
  • Debunking The 'Dividends Don't Add Shareholder Value' Myth [View article]
    As a scientist, I'm disappointed that so many people don't even understand what a control is. Academic evidence, who cares, when I have my own experience to rely upon??? I sincerely hope for those people that their doctors do not share the same philosophy.

    Oh, yeah, the graphs in the article prove nothing.
    Mar 14 10:41 AM | 3 Likes Like |Link to Comment
  • Debunking The 'Dividends Don't Add Shareholder Value' Myth [View article]
    "The exchange's price adjustment is usually hard to detect after an hour or two of trading."

    if the ex-date adjustment is temporary, and has no effect on the stock price after 1 or 2 hours of trading, then one simply has to buy the stock the day before the ex date and sell after an hour of two of trading on the ex date. Free dividends!

    Anyone care to clarify this?
    Mar 14 10:09 AM | 1 Like Like |Link to Comment
  • mREITs Are The True Dividend Champions, And Safer Than You May Think [View article]
    I see...thank you John for your insight. Much appreciated.
    Mar 8 11:04 PM | Likes Like |Link to Comment
  • Are Demographics Really Destiny? [View article]
    Larry thank you for your expert and detailed opinion. It is very helpful.
    Mar 8 09:08 AM | Likes Like |Link to Comment
  • mREITs Are The True Dividend Champions, And Safer Than You May Think [View article]
    "I am shorting some long term bonds which is effectively like borrowing money for <3%"...how does this work?
    Mar 8 03:05 AM | Likes Like |Link to Comment
  • Are Demographics Really Destiny? [View article]
    Larry, I've been reading many of your articles and agree that many factors are built in into the price. But at the same time, according to your writings, a value and momentum premium persists. What is the reason for value and momentum not being priced in? Thanks for your expert insight.
    Mar 8 03:03 AM | Likes Like |Link to Comment
  • mREITs Are The True Dividend Champions, And Safer Than You May Think [View article]
    Thanks john, bionic and zorch for the expert opinion.
    Mar 7 09:30 PM | Likes Like |Link to Comment
  • mREITs Are The True Dividend Champions, And Safer Than You May Think [View article]
    What does that mean?
    Mar 7 01:33 AM | Likes Like |Link to Comment
  • mREITs Are The True Dividend Champions, And Safer Than You May Think [View article]
    John that's very interesting. I'm just a noobie but could an options expert like your (or anyone else) further comment on this idea. If the deep-in-the-money LEAP call you sell has a delta of 1, it would move 1-to-1 with your stock price, correct? So if you sold enough calls to cover your long position, you would be entirely insulated from changes in the stock price. AND you get to collect 10% dividends risk-free? I think I'm missing something here or it appears too good to be true!
    Mar 6 11:51 PM | Likes Like |Link to Comment
  • Expected Stock Returns Around The Globe [View article]
    Larry, thanks for the information. Is there a free source of up-to-date CAPE ratios by country?

    FT has a free daily updated PE ratio by country.
    http://on.ft.com/1q48oeO
    Mar 5 12:33 AM | Likes Like |Link to Comment
  • Get Out Of Bitcoin Now [View article]
    Back to $520 right now. Nearly 25% off its lows. Wonder if it can be a shorting opportunity.
    Feb 25 11:20 AM | 3 Likes Like |Link to Comment
  • Buy When You See Blood In The Streets [View article]
    Assuming "Jae Jun" is a Korean name...he wouldn't know XD

    Nice article Jae Jun. Agree with the rationale behind your thinking. Although it's always easy to pick the winners in hindsight. Would you care to suggest a few hated stocks which fit your criteria?
    Feb 18 09:14 AM | 3 Likes Like |Link to Comment
  • How 2014 Could Be Like 1929 [View article]
    Cam, I mean what does the y-axis represent? 100 of what? Thanks alot!
    Feb 18 08:07 AM | Likes Like |Link to Comment
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