arthur_bishop1972

arthur_bishop1972
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  • 2 Companies To Hold For The Next 25 Years  [View article]
    I'd hold SLW just for the eventual rise in PM prices over the next 25 years. Tho we're fighting to not get sucked under by deflation at the moment, I believe we will have to deal with some inflation before the next 25 are up. SLW will likely rise considerably when that occurs, and the CG should be pretty good when it finally does.

    I don't know that I would hold it for the next 25 years 'no matter what', as I'd want to harvest those gains as they will likely come sooner than that imo.
    Apr 8, 2015. 12:01 AM | 3 Likes Like |Link to Comment
  • The U.S. Market Is Overheating  [View article]
    Agree completely about earnings being helped with buybacks via ZIRP.

    When the tap stops flowing (buybacks slow down/stop), prices start going (down).
    Apr 7, 2015. 11:40 PM | Likes Like |Link to Comment
  • Is The Long Awaited Correction At Hand?  [View article]
    The market reversal at the end of today bears watching imo.

    Maybe earnings fears or maybe nothing...we shall see.
    Apr 7, 2015. 10:50 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Stock Futures Drop On Weak Jobs Numbers  [View article]
    Great comment, but have to correct you on one thing:

    It was: "Welcome to the party, pal!!!"

    : )

    (sorry, movie nerd...)
    Apr 7, 2015. 12:32 AM | 1 Like Like |Link to Comment
  • Is The Long Awaited Correction At Hand?  [View article]
    Yeah...that's from the Vampire Squid Collection, right??
    Apr 7, 2015. 12:24 AM | Likes Like |Link to Comment
  • Is The Long Awaited Correction At Hand?  [View article]
    I believe the most important takeaway from this article is watching the level of buybacks, specifically those that are mentioned and/or updated in the upcoming earnings calls. If the consensus is buybacks will slow (or worse) down, I think investors will sense that the financial engineering of earnings (both for paying/increasing divs and for continuing buybacks) is winding down-or at least slowing down.

    The moment big investors sense the tide turning w/re to this issue (if it does), that could be tipping point for a correction.
    Apr 7, 2015. 12:22 AM | 1 Like Like |Link to Comment
  • Is The Long Awaited Correction At Hand?  [View article]
    <<Personal income was up nicely although spending remains punk>>

    Punk??? Meaning The Ramones or maybe....Black Flag???
    Apr 7, 2015. 12:16 AM | Likes Like |Link to Comment
  • Is The Long Awaited Correction At Hand?  [View article]
    Yes, I was wondering that too.
    Apr 7, 2015. 12:04 AM | Likes Like |Link to Comment
  • Philip Morris International: Not Buying The Panic, Dividend Is Secure  [View article]
    I don't see a panic, only certain investors deciding that there are better uses for their $ right now, like MO.
    Apr 6, 2015. 12:00 AM | Likes Like |Link to Comment
  • General Electric Has A Diverse Business Model To Keep It Out Of Trouble  [View article]
    WELCH
    Apr 5, 2015. 11:01 PM | 1 Like Like |Link to Comment
  • Comparing Prospect Capital Corp.'s NAV, Investment Portfolio, Dividend, And Valuation To Several BDC Peers - Part 2  [View article]
    As is usually the case, MAIN is trading at a premium b/c it's dividend is perceived as safer than that of PSEC and FSC, which imo is true. I've watched it fluctuate btwn $28-32 for quite a while, so buying when it is around $30 or less is a decent strategy, esp if one is in it for income and not CG.
    Apr 5, 2015. 10:58 PM | 4 Likes Like |Link to Comment
  • A Pre-Earnings Update On Gilead  [View article]
    In your 'additional disclosures', you mention you're short ABBV.

    Why??
    Apr 5, 2015. 12:19 AM | Likes Like |Link to Comment
  • General Electric Has A Diverse Business Model To Keep It Out Of Trouble  [View article]
    I think GE, particularly w/ Immelt at the helm, has earned all the hate it gets.

    If they had a dividend of 5%+, and DIDN'T CUT IT, then I could see Immelt and co telling the haters to shove it.

    Until then-no.
    Apr 4, 2015. 11:47 PM | 3 Likes Like |Link to Comment
  • General Electric Has A Diverse Business Model To Keep It Out Of Trouble  [View article]
    Lol...GE...the Cubs of investing.
    Apr 4, 2015. 01:50 AM | 4 Likes Like |Link to Comment
  • A New Way To Follow Your Favorite Seeking Alpha Authors  [View article]
    Great points, Harm-thank you.

    I know my post is kinda of a Don Quixote type of idea, but I was answering the question (" I would like to hear from the readers on what you would be willing to pay for. What would be valuable information for you?"-David Zanoni)

    Many of the positions I monitor are buy and hold and reinvest, but there are a couple that I'm willing to go to cash occasionally but the WHEN (to sell) is always the big deal. If I can save $10-15k by going to cash for 30-90 days, I'll do it. That's all I was saying. I realize timing the market is a fools' errand, but (every once in a while) it's possible, AND a good idea (my 401k only lost 12% in 2008 b/c I was paying attention and got out before Lehman, et al).
    Apr 3, 2015. 11:53 PM | 1 Like Like |Link to Comment
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