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giorgiolb

giorgiolb
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  • Dividends And 'The Magic Pants' [View article]
    Larry,

    "he fact that they pay dividends has NOTHING to do with why Buffett buys them. ZERO."

    He buys them because they spin off cash which can then be redeployed on other deals.

    No need to sell shares. No need for"homemade" dividends. No need for magical pants.
    Mar 18 10:45 AM | 13 Likes Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    "you could have taken the higher returns mentioned and sold a bit of the stocks and generated your own dividends "

    How did that work in 2009?
    Dec 17 10:39 AM | 13 Likes Like |Link to Comment
  • The World Just Got A Lot More Dangerous: Buy Oil Now [View article]
    "Why SHOULDN'T Iran have nuclear weapons? Pakistan does. North Korea does. Israel does"

    Someone should have nukes because North Korea has them is the worst argument imaginable.
    Nov 27 02:35 PM | 13 Likes Like |Link to Comment
  • The Age When Being Wrong (Again And Again And Again) Just Doesn't Matter [View article]
    Let's see what happens to markets and the economy when the Fed attempts to reverse course.

    That might not be in any of our lifetimes however.
    Oct 24 10:01 AM | 13 Likes Like |Link to Comment
  • Dave Van Knapp Positions For 2013: Tuning Out Market 'Noise' With Dividend Growth Investing [View article]
    DVK,

    I was channeling our friend Larry S.

    In another article (which you might not have seen) , he told someone if you're not spending down your principal, you're living too frugally...

    I personally like having a margin of safety too. I use my excess cash to buy more assets which in turn creates more income so I can buy more assets and be less frugal. Heh.

    Funny though, I don't consider my lifestyle as frugal.
    Dec 27 06:33 PM | 13 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Jake,

    "Actually it was 9.5 million new insured people"

    Do you have some information that the White House doesn't have?
    Apr 11 09:39 AM | 12 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    FX,

    If ACA is such a rip-roaring success, why has provision after provision been kicked down the road by the administration?
    Mar 31 11:04 AM | 12 Likes Like |Link to Comment
  • I Love My 'Magic Pants' And My Partners Wear Them Proudly [View article]
    illuminati,

    "In this corner, the dividend disciples, who proudly wear their magic pants

    And in the other corner, the growth and capital appreciation fanatics"

    And there's the third corner, the passive, MPT-based investors who shun individual stocks look down on both camps.

    I'm with you, I like parts of the first two styles and will use whatever method gets me the best results.

    What I dislike are the dogmatists telling me how I should invest.
    Mar 20 12:41 AM | 12 Likes Like |Link to Comment
  • Will The FTC Summon 'The Kraken' To Investigate Herbalife? [View article]
    Didn't Hercules kill the kraken in Clash of the Titans?
    Mar 17 11:35 AM | 12 Likes Like |Link to Comment
  • Why We Are Keynesians [View article]
    Bob,

    Banks don't force anyone to sign on the dotted line. Individuals need to bear some responsibility for their actions.
    Jan 24 05:13 PM | 12 Likes Like |Link to Comment
  • Why Dividends Matter, Part 2 [View article]
    guardian,

    "At some point, shareholders may get more "value" by getting cash rather then the business taking on the risk of hopefully expanding and being profitable doing so."

    Agreed. Small, rapidly growing businesses don't pay dividends, they use profits to expand. Larger, mature businesses have limited growth opportunities, and it makes sense to distribute some of the profits to shareowners.

    Larry's oft-stated point is theoretically correct: if a company didn't pay a dividend, the stock would be worth more, but we all know that theory is not reality.

    Valuations are not a simple one for one equations, and companies can be worth more or less than the sum of their parts, As Warren Buffett or Chainsaw Al Dunlap will tell you.


    "While perhaps more difficult to achieve, I think people need to get out of the mindset of trying to have a nest egg they slowly liquidate when retired and instead try to achieve a high enough dividend where you simply start taking some of the dividends when retired. "

    I'm not trying to change anyone's mind on how they should live in retirement, but my preferred choice is to live off the cash flow and not cannibalize my assets.

    If I have a need for more money at some point due to unforeseen circumstances, I can still always sell assets. My method gives me flexibility.
    Jan 7 02:26 PM | 12 Likes Like |Link to Comment
  • Karl Popper And Dividend Growth Investing [View article]
    Varan,

    Speaking of funny, the funniest thing I see is how detractors try to lump everyone in the DGI community into some nice neat box, when in reality, most people hold a variety of other investments.

    Well, no, the funniest thing I see is how most detractors never reveal their own investment results, good OR bad.
    Aug 4 05:07 PM | 12 Likes Like |Link to Comment
  • What If Your Portfolio Looks Like A Mutual Fund? [View article]
    disillusioned,

    Some of us actually enjoy Tim's take on investing. Some of us also enjoy receiving dividends and have fun researching dozens of stocks. For those who don't or can't or have a wonderful life elsewhwere, there are always ETFs and index funds and RIAs happy to take your money. To each his own.
    May 13 04:11 PM | 12 Likes Like |Link to Comment
  • Dividend Champions: 12 Increases Expected By June 30 [View article]
    DVK

    "this is what passes for "Breaking News" in the dividend world"

    Watching paint dry can be pretty exciting, depending upon the circumstances...

    ..for example, body paint drying on a Swedish supermodel...
    Apr 17 06:26 PM | 12 Likes Like |Link to Comment
  • How Much Do You Want To Bet On That Dividend? [View article]
    Writing negative articles about dividends on SA certainly makes you wealthier. Here's my one cent, Greg. Don't spend it all in one place.
    Nov 29 12:08 PM | 12 Likes Like |Link to Comment
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