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larocag

larocag
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  • High-Priced Or Low-Priced Stocks? [View article]
    Looking at your data, the triples have only had a better return within the last week or two. At any other date, the singles would be winning.

    Stock price is highly correlated to market cap, so you are basically comparing big a little companies. Small caps are always more flighty.

    Also, you seemed to assume that the "buy on stock price folks" would prefer the lower priced over the higher priced. I am not sure that it would work that way. When folks get wacky it is hard to understand the nature of the wackiness.
    Apr 20 01:09 AM | Likes Like |Link to Comment
  • This could be one of the best earnings seasons ever, but as Europe staggers, U.S. markets appear destined to follow them down. Just how precarious is it? "Basically, we're mountain climbers," says S&P Capital's Sam Stovall. "The U.S. is in front, China is behind and Europe is tethered to us. But if Europe should fall, it could drag the rest of us down the mountain as well."  [View news story]
    The "earnings" of an index are a well defined thing and have nothing to do with analysts expectations of earnings. They are what they are and they "may" be larger than ever before. We don't know at this point.
    Apr 20 12:44 AM | 1 Like Like |Link to Comment
  • This could be one of the best earnings seasons ever, but as Europe staggers, U.S. markets appear destined to follow them down. Just how precarious is it? "Basically, we're mountain climbers," says S&P Capital's Sam Stovall. "The U.S. is in front, China is behind and Europe is tethered to us. But if Europe should fall, it could drag the rest of us down the mountain as well."  [View news story]
    The guy did say close to last year's results. Yo need to compare this year's result to last year's to see if he is right or wrong.
    Apr 20 12:41 AM | Likes Like |Link to Comment
  • Seeking Alpha Readers Appear To Favor Yielding Securities Over Non-Yielding Securities [View article]
    Very interesting methodology. Do you happen to have the ratio of 1 and 2 handy? That is, what is the ratio of the volumes for 20 3%s vs the 20 0%s?

    I would be tempted to put gold and silver into a separate bucket altogether.
    Apr 20 12:30 AM | Likes Like |Link to Comment
  • Enviable Demographics And The Baby Boomer Retirement Myth [View article]
    I never said anything about a "skills shortage". Why don't you just read the words that are written instead of arguing against some other guy you read.

    Real skills ( and these are science, math, engineering, and related management) are so vital to the success of our economy and defense, the more we have the better. I spent my career doing this stuff and we just don't grow very many of these smart people. Blame it on media, video games, or the right wing assault on science but our kids just are too distracted or lazy to think hard. Even if our kids did work hard, I would want the N smartest people no matter where they came from. We are a nation of immigrants.

    If you ever go into a first-rate graduate school where these things are taught, you will find yourself with a bunch of really smart Asians. We need them to stay here rather than go home. They might build something that we wished we had--I guarantee they will.
    Apr 19 02:38 PM | 1 Like Like |Link to Comment
  • MLPs: Lower Taxes, Bigger Dividends [View article]
    I too on EPD. Just don't expect a timely K-1.
    Apr 19 04:09 AM | 1 Like Like |Link to Comment
  • Enviable Demographics And The Baby Boomer Retirement Myth [View article]
    BTW, if you want to really get a lot of page hits you should change your name to Dividend Growth Investment Guru and start writing about the merits of DGI. Read a few of the articles around here on the subject and just start re-phrasing what they say. You will make a mint.
    Apr 19 04:03 AM | Likes Like |Link to Comment
  • Enviable Demographics And The Baby Boomer Retirement Myth [View article]
    I personally care more about the good of the entire country than I do about any individual. If someone smarter than me comes in and makes me hustle a little more, I don't care. They are helping me by helping all of us and I am good enough to not be threatened.

    Your mileage my vary.

    You basically want to put up walls and protect your own fiefdom. I want our country to get as many smart people as possible because they do everything that is important to the strategic interest of the country,
    Apr 19 03:48 AM | 1 Like Like |Link to Comment
  • MLPs: Lower Taxes, Bigger Dividends [View article]
    Investment U isn't exactly offering a 401 course on MLPs here. That is a pretty simplified explanation of MLP taxes.
    Apr 19 03:26 AM | 3 Likes Like |Link to Comment
  • Enviable Demographics And The Baby Boomer Retirement Myth [View article]
    When you are educated and talented you don't have to worry about that crap.
    Apr 18 12:17 PM | Likes Like |Link to Comment
  • Enviable Demographics And The Baby Boomer Retirement Myth [View article]
    You think we are better off with stupid immigrants than smart ones?

    Dooming the next generation to MCD? If the next generation is not as smart as the H-1B folks, they will end up at MCD whether we let them in or not. You will either compete against them as they work for us or their original country.
    Apr 17 12:52 PM | Likes Like |Link to Comment
  • Social Security Assumptions Are Not Sustainable [View article]
    We should be raising the eligibility age aggressively to reflect the longer life expectancy. It is only fair if you going to be living long that you have to wait. It is also the only way to possibly afford SS.
    Apr 12 06:13 PM | 1 Like Like |Link to Comment
  • Simple Portfolio Building: Ultra Aggressive Growth [View article]
    Gold has a much longer history and the return data that you decided to use is cherry-picked from the best 7 years it ever had.
    Apr 12 01:08 PM | Likes Like |Link to Comment
  • Enviable Demographics And The Baby Boomer Retirement Myth [View article]
    If there are more than one of you, you might hear a younse slip out but but we didn't have cake eaters from my neck of Western Pa.
    Apr 12 01:01 PM | 1 Like Like |Link to Comment
  • Simple Portfolio Building: Ultra Aggressive Growth [View article]
    Too much short-term data. Unless you have some personally-tailored criteria for getting into and out of positions, the statistics on risk and return need to be over much longer time periods.

    You can convince yourself that you will become rich on AAPL and MNST if you only look at the recent past.
    Apr 12 12:53 AM | Likes Like |Link to Comment
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