Seeking Alpha

giorgiolb

giorgiolb
Send Message
View as an RSS Feed
View giorgiolb's Comments BY TICKER:
Latest  |  Highest rated
  • The Day I Sold Everything [View article]
    5+

    "Doing this has seen a 250%+ increase in investment since 2009. I am not sure you can say the same for real estate the last five years."

    This highlights one of the great difficulties with market timing. Even if you manage to get out at the top, you might end up missing a 5-year bull market. I prefer to hedge my stock bets with options and by gradually rasing cash via prudent trimming when appropriate.


    "All I know is: when folks like stev533 finally get the nerve to get back in the market, THAT will be the real signal that it's time to go more cash. "

    Love those contrarian indicators.
    Aug 7, 2014. 03:39 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Sprint Drops T-Mobile Bid And Replaces CEO [View article]
    http://bit.ly/1AY5z4B
    Aug 7, 2014. 03:06 PM | Likes Like |Link to Comment
  • Frothy Market, Impending Correction - What's A Dividend Growth Investor To Do? [View article]
    Miz,

    Aha, they were hidden in plain sight. Or I need new glasses...
    Aug 7, 2014. 02:36 PM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Sprint Drops T-Mobile Bid And Replaces CEO [View article]
    Bob,

    "recall, your first interjection into this conversation was the assertion:

    "wholesale prices paid by the seller increase because of a rise in (sales) taxes".
    I refuted that above."

    No, you incorrectly inserted "sales" tax into a comment I made about corporate tax rates. You refuted something I never said. Congrats are in order.


    "Now, you say you were misunderstood - because you were talking about a rise in corporate tax rate, not sales taxes."

    Yes, you either misunderstood, or possibly grabbed the wrong talking point from your list of talking points.


    "So your (corrected) assertion is that a rise in the corporate tax rate (i.e. -- what businesses pay in taxes on profits booked) would cause 'wholesale prices' paid by said business entities to rise. This you define as 'business 101'"

    Yes, my correct assertion is that a rise in corporate tax rates will result in a rise in wholesale prices.

    If you think this is "loony", I'd advise you to never start your own business.
    Aug 7, 2014. 02:18 PM | 1 Like Like |Link to Comment
  • Frothy Market, Impending Correction - What's A Dividend Growth Investor To Do? [View article]
    DVK,

    Where are these "next comment" arrows? I'm not seeing them anywhere. Is a special plugin required?
    Aug 7, 2014. 01:59 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Sprint Drops T-Mobile Bid And Replaces CEO [View article]
    Bob,

    "I suspect you weren't a very good 'businessman', not knowing that. This is the third time I can recall in the last few weeks I have had to say this to one of our 'friends of the echo chamber':"

    Which means you've been wrong at least three times.

    "Apparently not, as you (incorrectly) assumed that 'wholesale prices' you paid went up due to a hypothetical increase on sales taxes paid for input items."

    I'm not (and never have been) talking about "sales taxes", I'm talking about the corporate tax rate.
    Aug 7, 2014. 01:47 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Sprint Drops T-Mobile Bid And Replaces CEO [View article]
    Bob,

    "That must be explained in business 102, which is why many including yourself fall for it. "

    Yep, many like myself and anyone else who's ever ran a business.
    Aug 7, 2014. 01:06 PM | Likes Like |Link to Comment
  • The Day I Sold Everything [View article]
    "I went completely to cash in 2008, divested all of my securities and real estate except for my personal home. I also sold all of my retired mother's holdings. She happened to have a large stake in Lehman.

    Two questions:

    When (if ever) did you get back in after 2008? and how many other times have you gone all cash since then?
    Aug 7, 2014. 11:52 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Sprint Drops T-Mobile Bid And Replaces CEO [View article]
    Bob,

    "So if the tax rate goes up -- why does the seller have to 'raise prices to pay them' ? It makes no logical sense. "

    Because the wholesale prices paid by the seller will go up. It's business 101.
    Aug 6, 2014. 05:53 PM | 2 Likes Like |Link to Comment
  • Are Growth Stocks Appropriate For Retirement Portfolios? [View article]
    Miz,

    "I thought about working cow-tipping in, but couldn't get there. :)"

    I'm always happy to lend a helping hand with a flipping segue. These random bovine conversations are what makes SA special!
    Aug 5, 2014. 03:57 PM | 3 Likes Like |Link to Comment
  • Are Growth Stocks Appropriate For Retirement Portfolios? [View article]
    Miz,

    "What if I want to get fabulously wealthy flipping cows???""

    It's pretty hard to flip a cow. It's easier to tip one over, just make sure it's not a bull...
    Aug 5, 2014. 02:51 PM | 3 Likes Like |Link to Comment
  • Dividends Don't Matter In Retirement Either [View article]
    PREY,

    "hahaha Only compared to not re-investing the dividend."

    Right, there's no change in proportional ownership when one receives dividends. There's only a change in proportional ownership when you reinvest the dividends or add cash from other sources.

    "Fully invested is fully invested, just because some companies make you work at keeping 100% invested (by requiring you to reinvest dividends) doesn't mean you're getting a free lunch."

    There's no requirement to reinvest dividends with the same company or same fund (I personally don't do it)... and nobody has said anything anything about free lunches. You do love these silly strawman arguments.
    Aug 5, 2014. 01:57 PM | Likes Like |Link to Comment
  • Why Thursday's Sell-Off Matters [View article]
    "Until you break down the reasons, the topline numbers are just right wing propaganda talking points."

    The numbers on both sides are nothing but talking points...
    Aug 5, 2014. 01:04 PM | Likes Like |Link to Comment
  • Dividends Don't Matter In Retirement Either [View article]
    Briar,

    "Those who think they are gaining ground by receiving a dividend that is immediately reinvested in shares of the company haven't thought seriously about the process."

    I've seriously thought about the process. Reinvesting dividends increases one's proportional ownership in a company.

    ". the dividend is paid out of book value--1x book--; the repurchase is at market, which is often multiples of book. This is like selling wholesale and buying retail, while coming current on taxes. "

    When Warren buys back BRK at 1.1X book, he's also buying at retail and burning book value. Or is it somehow different when Warren does it?
    Aug 5, 2014. 12:42 PM | Likes Like |Link to Comment
  • Dividends Don't Matter In Retirement Either [View article]
    "They are arguing the process of the former generates a larger proportional ownership of the company."

    It's not an argument, it's basic math.
    Aug 4, 2014. 01:02 PM | Likes Like |Link to Comment
COMMENTS STATS
6,727 Comments
16,608 Likes