Congrats! You took the words right out of my mouth. Actually I said the same thing months ago. Valuation on CSCO has been all over the map if you consider the last twelve years. However, this was a growth story years ago. Rapid growth has been replaced by modest growth the last six-seven years. The company is also shareholder friendly as you noted in the dividend history.
There are many positives with this wonderful company. Two thumbs up to your article.
Doug Kass moves to his largest long exposure in 5 months, picking up SPY along with several well-known big caps. Catching his eye is the rise in long-term bond yields amidst gloomy earnings reports. It tells him there's plenty of pent-up demand in the economy once the fiscal cliff is worked. through. [View news story]
Regarding the comment on Doug Kass buying large cap names: it's really not worthwhile even mentioning any change in positioning as he changes almost everyday. So, a week from now, he might have changed four times before going completely long again. I listened three weeks ago when he said that one couldn't own any stocks in this environment.
How To Increase The Yield On Intel By Systematically Reducing Invested Capital [View article]
If anyone is sincerely interested, I do this all the time. I do it on a number of stocks. The stocks are all dividend payers and have low vols. It's too crazy doing it on high vol securities unless you offset the risk. In any case it can be very time consuming. I have alerts going off all day for opportunities. Happy to discuss--
How To Increase The Yield On Intel By Systematically Reducing Invested Capital [View article]
Using options has risks. Covered options mean you can miss a big upside move. Selling uncovered can mean large losses. I almost always use an option above or below to protect or to profit. Sell a call, buy a higher call to participate. Sell a put buy a put below to protect yourself.
How To Increase The Yield On Intel By Systematically Reducing Invested Capital [View article]
you do need to do this trade in a margin account and have adequate cash in case of exercise. what I like to do is buy a put below the short put legging into a spread
American Capital (ACAS): Q2 EPS of $0.29 beats by $0.09. NAV of of $16.62/share, up 6% from Q1. (PR) [View news story]
Yes, I agree that this has been the same story. It's difficult to get enthusiastic. I have to believe it's an opportunity but I've said this before on ACAS. Without a dividend to relieve the pain we have to be compensated with a higher share price.
American Capital (ACAS): Q2 EPS of $0.29 beats by $0.09. NAV of of $16.62/share, up 6% from Q1. (PR) [View news story]
These numbers look good. Another increase in NAV to $16.62 is great to see. With the significant gap between the share price and NAV the goal and opportunity is to close this gap.
"You have the 10-year note at less than 1.5% and you have stocks like JNJ yielding almost 4%," says Marc Faber, making the case for stocks over bonds. "If you have a time horizon of 10 years, I believe you're going to make more money in JNJ than you will in (Treasurys)." [View news story]
JNJ used to be a safe bet. I'd be buying dozens of other names before JNJ, KMB is a better name in same space. BMY is a safer bet also. Long bond position is crazy.
I Am Short American Capital Agency After Q1 Numbers [View article]
The article makes no sense, at least to me. AGNC is simply taking advantage of the steep curve. A change in interest rates would be necessary to warrant a sell signal. Shorting the most successful mortgage REIT is foolish and a doomed strategy. Listen to their conference call for some clarification. Listen to some of the feedback given above. This is a bad idea bro.
American Capital Has Blow-Out Quarter: NAV Up To $15.71 [View article]
Music to my ears. I've been a shareholder since the late 90's. It makes perfect sense to buy stock if you're management. However, can we really trust the NAV as a good number? The NAV is a guess at what the portfolio is worth. The company still must preform by selling and managing assets and investing in deals which work. It's a powerful story with the stock trading at a 40% discount to what we believe is NAV.
This is the most optimist assessment I've read. No question that mobile devices will be the key and that CSCO will need more than routing and switching.
Keep these posts going as this was well thought out.
American Capital Agency Offerings Continue To Grow [View article]
Gentlemen, the policy of the American Capital and companies, is to issue shares when the NAV is trading below the market price. Contrarily, if the NAV is above the market price the company will be buying shares.
Hospitality Properties Trust Management Discusses Q1 2013 Results - Earnings Call Transcript [View article]
Why Cisco Is Finally A Buy [View article]
There are many positives with this wonderful company. Two thumbs up to your article.
Doug Kass moves to his largest long exposure in 5 months, picking up SPY along with several well-known big caps. Catching his eye is the rise in long-term bond yields amidst gloomy earnings reports. It tells him there's plenty of pent-up demand in the economy once the fiscal cliff is worked. through. [View news story]
How To Increase The Yield On Intel By Systematically Reducing Invested Capital [View article]
How To Increase The Yield On Intel By Systematically Reducing Invested Capital [View article]
How To Increase The Yield On Intel By Systematically Reducing Invested Capital [View article]
American Capital (ACAS): Q2 EPS of $0.29 beats by $0.09. NAV of of $16.62/share, up 6% from Q1. (PR) [View news story]
American Capital (ACAS): Q2 EPS of $0.29 beats by $0.09. NAV of of $16.62/share, up 6% from Q1. (PR) [View news story]
"You have the 10-year note at less than 1.5% and you have stocks like JNJ yielding almost 4%," says Marc Faber, making the case for stocks over bonds. "If you have a time horizon of 10 years, I believe you're going to make more money in JNJ than you will in (Treasurys)." [View news story]
I Am Short American Capital Agency After Q1 Numbers [View article]
I Am Short American Capital Agency After Q1 Numbers [View article]
American Capital Has Blow-Out Quarter: NAV Up To $15.71 [View article]
3 Reasons Cisco Will Reach $60 [View article]
Keep these posts going as this was well thought out.
American Capital Agency Offerings Continue To Grow [View article]
American Capital CEO Discusses Q3 2011 Results - Earnings Call Transcript [View article]