bigazul's Comments bigazul's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/595272/comments Microsoft Stock Plus Dividends: Better Than Bonds http://seekingalpha.com/article/1004861/comments?source=feed#comment-11572371 11572371
I'm not adding yet, but it's on my list. ]]> Tue, 13 Nov 2012 20:01:22 -0500
I'm not adding yet, but it's on my list. ]]> Microsoft (MSFT), whose tablet launch this week drew a bit of media attention, may also be developing its own smartphone, "industry sources" tell Nomura's Rick Sherlund. If the rumor is true, Nokia (NOK), which has bet its increasingly threatened future on Windows Phone, can't be thrilled about it. (Windows Phone 8) http://seekingalpha.com/currents/post/380231?source=feed#comment-6664621 6664621 Thu, 21 Jun 2012 16:32:34 -0400 Tesla: Model S Launch Marks The Start Of An Empire http://seekingalpha.com/article/669711/comments?source=feed#comment-6582161 6582161 Tue, 19 Jun 2012 16:07:36 -0400 Tesla: Model S Launch Marks The Start Of An Empire http://seekingalpha.com/article/669711/comments?source=feed#comment-6581361 6581361
The established car companies can move into this segment at their leisure. They don't need to rush. All they need to do is get a foot-hold on any percentage of their old customers and Tesla will forever be a boutique company. The fact is that the technology is not so revolutionary that it protects any "assumed" future market share.

Tesla will, most likely, never make a profit. I hope it does...but I not betting on it.]]> Tue, 19 Jun 2012 15:46:14 -0400
The established car companies can move into this segment at their leisure. They don't need to rush. All they need to do is get a foot-hold on any percentage of their old customers and Tesla will forever be a boutique company. The fact is that the technology is not so revolutionary that it protects any "assumed" future market share.

Tesla will, most likely, never make a profit. I hope it does...but I not betting on it.]]> Though analysts are impressed with Microsoft Surface (MSFT +3.7%), few see it as a huge threat to the iPad (AAPL +0.6%). Jefferies' Peter Misek thinks Microsoft will need to "significantly undercut" the iPad on pricing (something that's unlikely given its specs) to be competitive, and argues the iPad's 225K+ apps set it apart. However, Forrester's David Johnson believes Windows RT's management features, user interface, and Office support will appeal to enterprise users.  (more) http://seekingalpha.com/currents/post/375111?source=feed#comment-6580571 6580571 Tue, 19 Jun 2012 15:29:48 -0400 Though analysts are impressed with Microsoft Surface (MSFT +3.7%), few see it as a huge threat to the iPad (AAPL +0.6%). Jefferies' Peter Misek thinks Microsoft will need to "significantly undercut" the iPad on pricing (something that's unlikely given its specs) to be competitive, and argues the iPad's 225K+ apps set it apart. However, Forrester's David Johnson believes Windows RT's management features, user interface, and Office support will appeal to enterprise users.  (more) http://seekingalpha.com/currents/post/375111?source=feed#comment-6579151 6579151 Tue, 19 Jun 2012 15:03:04 -0400 Though analysts are impressed with Microsoft Surface (MSFT +3.7%), few see it as a huge threat to the iPad (AAPL +0.6%). Jefferies' Peter Misek thinks Microsoft will need to "significantly undercut" the iPad on pricing (something that's unlikely given its specs) to be competitive, and argues the iPad's 225K+ apps set it apart. However, Forrester's David Johnson believes Windows RT's management features, user interface, and Office support will appeal to enterprise users.  (more) http://seekingalpha.com/currents/post/375111?source=feed#comment-6577041 6577041 Tue, 19 Jun 2012 14:29:07 -0400 Tesla: Model S Launch Marks The Start Of An Empire http://seekingalpha.com/article/669711/comments?source=feed#comment-6576331 6576331 Tue, 19 Jun 2012 14:10:46 -0400 Natural Gas: The Buy Of The Decade http://seekingalpha.com/article/662961/comments?source=feed#comment-6494731 6494731
With all the capped supply that is easily introduced back into the stream, prices are more likely to trade in a low range for quite awhile, rather than begin a new trend up.]]> Sat, 16 Jun 2012 19:14:33 -0400
With all the capped supply that is easily introduced back into the stream, prices are more likely to trade in a low range for quite awhile, rather than begin a new trend up.]]> Eaton's Bold Acquisition Makes It An Even Stronger Buy http://seekingalpha.com/article/605621/comments?source=feed#comment-6451441 6451441
http://seekingalpha.co...]]> Fri, 15 Jun 2012 07:57:39 -0400
http://seekingalpha.co...]]> How Much Will Microsoft Raise Its Dividend? http://seekingalpha.com/article/657271/comments?source=feed#comment-6451271 6451271
As for the dividend, I don't think they'll slow down until they are on par with the likes of INTC, MCHP, etc.

Long and re-investing: MSFT, INTC and MCHP]]> Fri, 15 Jun 2012 07:49:30 -0400
As for the dividend, I don't think they'll slow down until they are on par with the likes of INTC, MCHP, etc.

Long and re-investing: MSFT, INTC and MCHP]]> Why Dividend Stocks Will Significantly Lag Cyclicals Over The Next 5 Years http://seekingalpha.com/article/655921/comments?source=feed#comment-6399431 6399431
So let's do some back-testing then...with an extreme example. I took my first position in MO in 1988...pretty hard to beat. I can't even figure out what the total return has been.

Seriously though, this argument is stupid because a well diversified portfolio, built to last, has cyclicals built into it, my average weighting is about 10-15%. I have been a long-term holder of CVX and FCX, and have been building a position in ETN for the past year. Still uninterested in banks. I nibble when the market goes pitch black, trim when things get out of balance and re-invest dividends the all of the time. BUT, at no time do I leverage my accounts to what my guess of the cycle is.]]> Wed, 13 Jun 2012 18:39:04 -0400
So let's do some back-testing then...with an extreme example. I took my first position in MO in 1988...pretty hard to beat. I can't even figure out what the total return has been.

Seriously though, this argument is stupid because a well diversified portfolio, built to last, has cyclicals built into it, my average weighting is about 10-15%. I have been a long-term holder of CVX and FCX, and have been building a position in ETN for the past year. Still uninterested in banks. I nibble when the market goes pitch black, trim when things get out of balance and re-invest dividends the all of the time. BUT, at no time do I leverage my accounts to what my guess of the cycle is.]]> A plan by Philip Morris (PM +1.1%) to buy back $18B in shares on top of its lush 3.66% yield makes it an enticing stock for conservative investors, argues Barron's Dimitra Defotis. Though the stock trades with a forward P-E ratio higher than the multiple on the S&P 500, opportunities in emerging markets and the strength of the brand could justify the premium. http://seekingalpha.com/currents/post/366091?source=feed#comment-6390081 6390081 Wed, 13 Jun 2012 14:35:13 -0400 How Much Will Microsoft Raise Its Dividend? http://seekingalpha.com/article/657271/comments?source=feed#comment-6390001 6390001 Wed, 13 Jun 2012 14:33:23 -0400 Celgene's (CELG) board authorizes the repurchase of an additional $2.5B of the pharmaceutical company's shares, which it will carry out in the open market or in privately negotiated transactions from time to time. (PR) http://seekingalpha.com/currents/post/364911?source=feed#comment-6389811 6389811 Wed, 13 Jun 2012 14:27:28 -0400 Dividend Model Changes With Today's Federal Reserve Actions http://seekingalpha.com/article/642761/comments?source=feed#comment-6389731 6389731 Wed, 13 Jun 2012 14:24:33 -0400 What Eaton's Acquisition Of Cooper Industries Means, Or Why Deny The Obvious Buy? http://seekingalpha.com/article/656141/comments?source=feed#comment-6389671 6389671 Wed, 13 Jun 2012 14:22:27 -0400 Philip Morris (PM) announces a new three-year share repurchase program of $18B, to be initiated August 1, 2012. The company also declares a quarterly dividend of $0.77/share. (PR) http://seekingalpha.com/currents/post/364541?source=feed#comment-6376381 6376381 Wed, 13 Jun 2012 10:13:39 -0400 Philip Morris (PM) announces a new three-year share repurchase program of $18B, to be initiated August 1, 2012. The company also declares a quarterly dividend of $0.77/share. (PR) http://seekingalpha.com/currents/post/364541?source=feed#comment-6373021 6373021 Wed, 13 Jun 2012 09:09:07 -0400 What Eaton's Acquisition Of Cooper Industries Means, Or Why Deny The Obvious Buy? http://seekingalpha.com/article/656141/comments?source=feed#comment-6372901 6372901
Great article.]]> Wed, 13 Jun 2012 09:06:23 -0400
Great article.]]> Microsoft Valuation Suggests A Reality Check With A Warning http://seekingalpha.com/article/653631/comments?source=feed#comment-6345641 6345641 Tue, 12 Jun 2012 12:50:08 -0400 Microsoft Valuation Suggests A Reality Check With A Warning http://seekingalpha.com/article/653631/comments?source=feed#comment-6345561 6345561 Tue, 12 Jun 2012 12:48:04 -0400 "It is very clear that Abbott Labs (ABT +0.2%) is the place to be when it comes to U.S. pharma stocks, with both dividends and earnings growth," writes SA author Tradevestor. Although Abbott's 3.3% yield "is the lowest of all the big pharma names," the firm has raised its dividend an average of 9% over the past five years, which is better than its peers. http://seekingalpha.com/currents/post/361681?source=feed#comment-6312721 6312721 Mon, 11 Jun 2012 13:44:28 -0400 Waste Management: Our Trash Is Its Treasure http://seekingalpha.com/article/649661/comments?source=feed#comment-6307221 6307221 Mon, 11 Jun 2012 11:16:15 -0400 Chesapeake: Short-Term Mess, Takeover Target http://seekingalpha.com/article/645131/comments?source=feed#comment-6217581 6217581 Thu, 07 Jun 2012 19:19:32 -0400 Dividend Model Changes With Today's Federal Reserve Actions http://seekingalpha.com/article/642761/comments?source=feed#comment-6190271 6190271 Thu, 07 Jun 2012 08:15:17 -0400 As the S&P 500 plows back above its 200-day moving average, technical bulls once again are coming out of the woodwork. But, will this rally turn into something real or just peter out? Skeptics argue Europe is still a problem and the gains aren't sustainable. Dennis Gartman agrees, saying the recent bounce is going to be short lived. "Usually bottoms are not formed in a pattern of a 'V'... Usually you get a bounce, then the market goes back and tests its lows again and again. I'd have very little exposure to equities." http://seekingalpha.com/currents/post/356011?source=feed#comment-6181661 6181661
What you saw today was a textbook relief rally, a technical reaction to a very oversold condition. Don't read any more into it than that.]]> Wed, 06 Jun 2012 21:33:37 -0400
What you saw today was a textbook relief rally, a technical reaction to a very oversold condition. Don't read any more into it than that.]]> 4.5%+ Yields From Infrastructure Investments http://seekingalpha.com/article/638241/comments?source=feed#comment-6131711 6131711 Tue, 05 Jun 2012 13:28:47 -0400 3 Dividend Catalysts To Buy Golar LNG http://seekingalpha.com/article/321319/comments?source=feed#comment-6125551 6125551
The thing that always stays on my mind with tankers (of any sort) is the tendency for shipper to push right into a state of overcapacity...although we're probably a few years away from that in this sub-sector.]]> Tue, 05 Jun 2012 11:16:01 -0400
The thing that always stays on my mind with tankers (of any sort) is the tendency for shipper to push right into a state of overcapacity...although we're probably a few years away from that in this sub-sector.]]> May. ISM Non-Manufacturing Index: 53.7 vs. 53.5 expected and 53.5 prior (>50 denotes expansion). Prices index fell to 49.8 from 53.6. Employment fell 50.8 to from 54.2. New orders rose to 55.5 from 53.5. http://seekingalpha.com/currents/post/351811?source=feed#comment-6122761 6122761 Tue, 05 Jun 2012 10:10:55 -0400