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Big MO

Big MO
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  • Income Investors Take Note: Man Can't Live on Dividends Alone [View article]
    Now that is a PLAN! Congratulations!
    Mar 10 10:00 AM | 5 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
  • 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 Way to Invest in Dividend-Yielding Stocks [View article]
    This method is WAY simpler at tax time, too. I have stopped reinvesting automatically a long time ago just to cut the paperwork.
    Mar 26 10:27 AM | 3 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
  • 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
  • If You Own Dividend Stocks And Are Worried About Taxes, Then Read This... [View article]
    You are right on. Also remember that the "wealthy" are on boards of companies and can directly influence what method of payout benefits them (the wealthy) the most. The rapid increase in companies paying dividends recently confirms this. Also watch how fast the tax on dividends is increased on the non-wealthy once the wealthy switch to capital gains. Round and round we go.
    Mar 13 11:21 AM | 2 Likes Like |Link to Comment
  • Dividends Vs. Buybacks: Putting The Debate To Bed, Part II [View article]
    I am always suspicious of stock buybacks in the absence of good dividend payouts. Not so much the opposite. Still, buybacks indicate that management may have run out of ideas on new products or projects. If that is the case, the company is in trouble. Sitting on hoards of cash (much in excess of what is prudent) is also an indication of management that is stagnating. Good companies generate more ideas to make money that there is usually cash available to implement. Not persuing new avenues is a symptom of management in stagnation. No wonder some go to buybacks as evidence of "doing something".
    Dec 16 11:21 AM | 2 Likes Like |Link to Comment
  • 12 Low-Risk Dividend Stocks for a Downturn [View article]
    A great idea. CNBC seems always to be struggling for a better idea and this would make a great half-hour, maybe more in depth hour that would get a lot of watchers. Hit 'em up for it. SA has a good group of ready made commentators all ready to go!
    Aug 17 10:14 PM | 2 Likes Like |Link to Comment
  • Find Easy Street At The Intersection Of Dividend Growth Drive And Buyback Lane [View article]
    I like your premise and the work you have done. I'm just a little disappointed that only two give a yield over 3% and T has such a low dividend growth. Unfortunately none really meet the old guy portfolio requirements for yield and growth. Thanks, though for slogging through this.
    Aug 16 08:59 PM | 1 Like 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
  • 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
  • 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
  • Figuring Out What Kind Of Investor You Are [View article]
    I love it when a very thoughtful article like this is published. I also love it when something like the stench-weighted index ETF is proposed. I suppose the symbol would be CRP. Thanks for the laugh.
    Jan 14 02:28 PM | 1 Like Like |Link to Comment
COMMENTS STATS
36 Comments
34 Likes