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larocag

larocag
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  • India's AEW Tender: Boeing's Next Battleground [View article]
    Sure building tanker avionics is just as hard as building tracking and command and control algorithms--until you actually have to do it. Some problems are just harder than others and this is one of the hardest there is.

    Like I said Boeing thought they would make a killing by developing three similar AEW&C and selling them to three customers--they lost their shorts on all three contracts. I would let Airbus give that one a try if I was Boeing.
    Apr 15 03:59 PM | Likes Like |Link to Comment
  • India's AEW Tender: Boeing's Next Battleground [View article]
    6 aircraft is way too small of an order to try to develop the required tracking and communication algorithms. These are extremely risky avionics to develop (ask Boeing how much money they made (lost) developing AEW&C aircraft for the Saudis, Turks, and Australians).

    I wouldn't touch a 6 aircraft order with a ten foot pole if I was either one of these companies--unless it was a cost plus contract.
    Apr 15 03:32 PM | Likes Like |Link to Comment
  • Is Sturm, Ruger A Good Dividend Pick? [View article]
    OK, I tried to tell you.
    Apr 15 12:27 PM | Likes Like |Link to Comment
  • Best Performing Dividend Aristocrats Of The Past 5 Years [View article]
    If you took a random sample of 54 S&P 500 stocks and from those 54 picked the 5 best performers over the last 5 years, I would bet that you would have 5 pretty darn good performing stocks. Looking at those 5 stocks would tell you nothing about the performance of the 54.
    Apr 14 09:56 PM | Likes Like |Link to Comment
  • Is Sturm, Ruger A Good Dividend Pick? [View article]
    Like I said guns are a very risk investment. Much safer to invest you money in renewable energy or marijuana--pick a growth industry where the future dollars will be made. You guys are trying to jump onto last years bubble.
    Apr 14 09:35 PM | Likes Like |Link to Comment
  • Most-Watched Stocks & ETFs On SA, Compared Via Market-Maker Risk And Reward Forecasts [View article]
    In the blue legends on the right, why don't all of the stocks have numbers? What does it mean that T, MO, CVX are all under #5 in the first graphic? Would radial lines from the origin define contours of equal goodness? Do the plot imply that MMs are generally bullish or are these stocks selected in a way that would skew them bullish? Is the 45 degree line that you drew a bear/bull delineation or would that have some other slope or be some other contour?
    Apr 10 02:24 AM | Likes Like |Link to Comment
  • Is Sturm, Ruger A Good Dividend Pick? [View article]
    If that is your cup of tea then go ahead, I would rather just stay here in a little nicer part of the country where it isn't worth worrying about such things.
    Apr 10 01:55 AM | Likes Like |Link to Comment
  • Is Sturm, Ruger A Good Dividend Pick? [View article]
    The material one. Everybody buying guns. It started when Obama was elected. You couldn't buy ammo in six counties. Then a few mass murders and gun sales went through the roof. People don't need a gun now any more than they did 10 years ago. Crime in all of the developed world is going down. No one is going to take anyone's gun away. The surge in gun sales will go the way the surge in CB radios did when I was a kid.
    Apr 10 01:27 AM | Likes Like |Link to Comment
  • Is Sturm, Ruger A Good Dividend Pick? [View article]
    A backward PE of 4. I don't know what kind of forward PE that will be. Maybe if we go back an look at some pre-Obama numbers we might get an idea. You guys can't stay on the same kick forever.
    Apr 10 12:55 AM | Likes Like |Link to Comment
  • Is Sturm, Ruger A Good Dividend Pick? [View article]
    Yeah, if all that happens RGR will probably go up, but you can't always count on the happy-day scenario.
    Apr 9 10:29 PM | Likes Like |Link to Comment
  • Is Sturm, Ruger A Good Dividend Pick? [View article]
    I'd buy in at $20. It would only take one mass murder for it to go up from there.
    Apr 9 02:55 PM | Likes Like |Link to Comment
  • Is Sturm, Ruger A Good Dividend Pick? [View article]
    Of course RGR is going away soon but it might just go back into the $20 range where it was before bubble mania started a few years ago. Maybe you should go out ammo shopping before you buy RGR. If you can find some then don't buy it.
    Apr 9 02:14 PM | 1 Like Like |Link to Comment
  • Is Sturm, Ruger A Good Dividend Pick? [View article]
    In this case there was no threat but people loaded up anyhow. They just might find that they are a little over loaded once they notice that guns are not going to go away in our lifetimes.
    Apr 9 01:26 PM | Likes Like |Link to Comment
  • Is Sturm, Ruger A Good Dividend Pick? [View article]
    You don't think that there is a strong possibility that gun sales may decrease in the next few years? Obama can't get elected again. There is a significant risk that the GOP may win some elections and no one will need to worry about the Feds taking their guns away from them (and thus no motivation to go out and buy more).
    Apr 9 01:08 PM | 1 Like Like |Link to Comment
  • Ultra-Low-Risk Retirement Strategy For Folks Who've Saved $1 Million [View article]
    "I do not know a single person here -- DGI or otherwise -- who says that there is "no risk to owning an all stock portfolio."" Did you happen to notice the title of the article that you are commenting on and the authors allocation recommendations?

    I have been watching the DGI folks for quite a while. They extrapolate that dividend and past growth rate into the future (your growing stream) with great confidence. Past performance is a guarantee of future performance for DG stocks but all others are very risky.

    I am glad to see that you are not being a DGI purist with your money.
    Mar 30 03:49 PM | Likes Like |Link to Comment
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