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Big MO

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  • Yields Are Low, Get Over It [View article]
    This was not up to your usual standards.
    Apr 4 08:53 PM | Likes Like |Link to Comment
  • In Search Of Canadian Dividends: Part II [View article]
    I bailed out of Canada when EWC went south last year. Thanks for renewing my interest. The chart on XEI looks much better. Thanks for your chart on individual companies. I would hope that someone could do something on the order of what boomboom99 is suggesting as I find the research on Canada stocks daunting and need some help in that regard.
    Mar 12 01:15 PM | Likes Like |Link to Comment
  • When To Buy And Sell Dividend Growth Stocks [View article]
    Quite a bit of thuzzy finking going on here from paragraph 2 of article on... My head is spinning. TIming your value investing aimed at dividend growth?? oh, my.
    Feb 5 09:58 AM | 2 Likes Like |Link to Comment
  • The Evolution Of Portfolio Theory [View article]
    After great ideas in "Fooled by Randomness" and the black sway idea, Taleb seems to have gotten so esoteric that he has confused himself to the point he is like the rest of us. Maybe his fame was and illustration of randomness after all.
    Jan 31 07:23 PM | 3 Likes Like |Link to Comment
  • Why You Shouldn't Think Of The S&P 500 As A Diversified Basket Of 500 Companies [View article]
    Good article, Tim, and lots of good info. Another perspective as to why the S&P 500 index became the predominant vehicle may be as simple as: IT WAS EASY and CHEAP to do. The SPY doesn't have to respond to changes in stock prices, it already reflects the change in cap weight. So almost no trading is involved. These two characteristics help to explain how it became popular with Vanguard and with investors also. That is was not an indication of all stocks behavior in the Market was beside the point. It was really an indicator of BIG stocks like the DJIA. In contrast, the RSP has higher costs because those costs are incurred in keeping the correct balance in stock ownership.
    I, unlike the other reader above, am not particularly concerned with the higher costs since I know why they are there and that the bottom line is still generally better than SPY even with its inherent lower costs.
    If you want to know what part of the Market is participating in a rally or downdraft just look at the difference between RSP and SPY!
    Jan 28 05:11 PM | 1 Like Like |Link to Comment
  • Duke Energy CEO James Rogers' Retirement Is Addition By Subtraction [View article]
    Why is Rogers around till the end of 2013? Put Duke out of its misery now.
    Jan 1 09:59 AM | 1 Like Like |Link to Comment
  • Why You Should Hold These Troubled Blue-Chip Stocks [View article]
    David Fish's is also 22.8 in November. This just shows how careful one must be in coming to conclusions with something as simple as P/E ratio. In any case a little rich for me.
    Dec 17 11:44 AM | Likes Like |Link to Comment
  • Is Windows 8 making a bad situation worse for the (non-Apple) PC industry? NPD believes U.S. retail sales of Windows gear is down 21% Y/Y since Oct. 26, the day Win. 8 launched. Notebooks -24% and desktops -9%. Also, thanks to inventory-clearing and perhaps also a cautious enterprise response, Win. 8 has only made up 58% of Windows device sales since launch time, compared with 83% for Windows 7 in its first 4 weeks. 6% of Win. 8 notebook sales involved touchscreens, and ASPs rose to $477 from $433 in the year-ago period. (40M licenses[View news story]
    A major screw-up for the softies. They made it too confusing: RT?? What's that? Just call it Windows Touch and don't confuse us with an upgrade of a just fine Windows 7.
    Nov 29 01:52 PM | 1 Like Like |Link to Comment
  • As Intel announces a CEO transition, Paul Thurrott reports Windows 8 PC sales have missed Microsoft's (MSFT) internal projections. He adds Microsoft is blaming the inability of OEMs to execute, though like others, he thinks that's far from the only culprit, and calls the OS a "Frankenstein’s monster mix of old and new that hides a great desktop upgrade under a crazy Metro front-end." Separately, Newegg says its Windows 8 sales are slow, though notebook demand is beginning to improve. [View news story]
    This appears to be a major blunder by softies. Too confusing for the public target. They should have been happy to just copy Apple with the touch thing, after all the history of MSFT from the very beginning has been to copy success, not make innovation.
    Nov 19 12:00 PM | 3 Likes Like |Link to Comment
  • The Best Retirement Investing 'Mistake' [View article]
    I always thought that there was a fallacy in the argument about KO. You have stated it well.
    Sep 8 09:28 PM | Likes Like |Link to Comment
  • One Pro's Take On Asset Allocation [View article]
    Someone who is presenting an asset allocation to the tenth of a percent has been smoking something, and it is not camels. Run, don't walk from this guy. I realize, Roger that is not the point, but just looking at numbers sometimes reveals more than it may seem.
    Sep 4 09:39 PM | Likes Like |Link to Comment
  • New Label For An Old Concept? [View article]
    This makes more sense than the yammering on YOC. Thanks, Larry
    Jun 19 08:09 PM | Likes Like |Link to Comment
  • How Dividend Investors Choose To Fail [View article]
    Well put. Too much of this.
    Apr 30 09:14 AM | 2 Likes Like |Link to Comment
  • Dividend ETFs: How To Select A Winner [View article]
    Have these funds shown dividend growth over the years? If I bought these 5 or 8 years ago, would I be getting more income now than when I bought them? We can look for dividend growth with stocks, but how about the ETFs?
    Apr 25 05:48 PM | Likes Like |Link to Comment
  • Retirement Withdrawal Rates: It's About More Than The Math [View article]
    "I would submit that many people will have more than one really expensive one-off during their retirement"

    You got that right, Roger.
    Apr 17 12:14 PM | 1 Like Like |Link to Comment
COMMENTS STATS
33 Comments
33 Likes