i decided to buy shares of apple today and plan to hold for 1-5 years. here's why: -the p/e and yield are attractive (11 and 2%) -i think apple will grow their dividend (current payout ratio = 6%) -short term, maybe they will beat q4 estimates -i think they will make more gadgets that millions of people will buy
Monday Market Movement - Pulling on Global Threads [View article]
Base metal ETFs are a terrible idea that almost seem criminal to me. i can only see them as being bad for the economy.
i don't have any formal education in finance or investing but shouldn't these metals be priced based on their use in making things, not scarcity value caused by locking them away in vaults?
A Goldman Bet That May Sink The Ship [View article]
too big to fail can make bets they can't handle because they have the government and tax payer as a safety... and to think it's the eu concerned about 'moral hazard'.
it's an eff'ed up world when the individual investor needs to hedge the positions of the banks.
Is There Such a Thing as Dividend Stocks for Life? [View article]
does anyone really buy and forget?
buy and hold to me means you get invested, and you keep that money invested, but you can and should change your holdings whenever you feel the need to, and that can include changing into bonds or property etc...
The Dow at 12,000 Is 'Buyer Beware' Territory [View article]
dow 12000 doesn't impress me - the US economy is now larger than it has ever been... the same can be said for the world economy - markets should reach new all time highs to reflect this.
the housing bubble and crash was really a result of insane leveraging and derivatives adding a multiplier effect onto the leverage. unless the big banks are up to these same type of shenanigans i think we're fine for the time being.
Weighing The Week Ahead: The Lull Before The Storm? [View article]
looking forward I predict that equities drift higher until jackson hole, QE will be withheld thus reigniting euro-zone/fiscal-cliff fears and knocking 10-20% off the market.
I am also invested in Statoil and noticed the heavy trading on Tuesday. I came to the conclusion that this surge was in response to the impressive earnings reported by XOM. Consistent with this, when Royal Dutch didn't meet expectations, Statoil came down.
Whatever happens, we can all look forward to a nice dividend later this year!
Income Investors Face Enormous Macro Risks Ahead [View article]
i completely agree that US treasuries need to correct, but this notion has yet to gain traction. it seems that in these troubled times the average investor still seeks 'safety' in treasuries, regardless the debt ceiling crisis and subsequent credit downgrade.
you suggest that dividend stocks will get hit if treasury yields rise, but by the same logic, shouldn't the gold price come down (I am of course assuming that yields rise modestly and not spike)?
let's face it, if investors lose faith in treasuries as they have in greek bonds, we'll all be in a world of hurt. i would argue that in such a scenario, investors would be best suited to place their faith (and capital) in the hands of large dividend-paying multinationals.
Corporate Insiders Go on a Buying Binge - Another Bullish Contrarian Sign [View article]
I often read your articles and it seems to me that you have a good sense for market timing, and I hope you're right again! However last year i bought into the notion that "if insider's buy it's a good time to buy" and lost substantially. The Vestas share had been battered for sometime when the company landed a record deal and there was a surge of insider buying... they still reported a loss and shares have come down an additional 50% since then... Perhaps some insiders fail to see the forest for the trees.
This Time It Is Different: Why August 2011 Is Not September 2008 [View article]
i tend to agree with your overall conclusion, but i am concerned that a country failing like greece or italy could trigger a lehman-style event... i'm erring on the side of caution for now.
Is There A Worm In The Apple? [View article]
here's why:
-the p/e and yield are attractive (11 and 2%)
-i think apple will grow their dividend (current payout ratio = 6%)
-short term, maybe they will beat q4 estimates
-i think they will make more gadgets that millions of people will buy
Monday Market Movement - Pulling on Global Threads [View article]
i don't have any formal education in finance or investing but shouldn't these metals be priced based on their use in making things, not scarcity value caused by locking them away in vaults?
The Revolution Will Not Be Seasonally Adjusted (The Sequel) [View article]
A Goldman Bet That May Sink The Ship [View article]
it's an eff'ed up world when the individual investor needs to hedge the positions of the banks.
Is There Such a Thing as Dividend Stocks for Life? [View article]
buy and hold to me means you get invested, and you keep that money invested, but you can and should change your holdings whenever you feel the need to, and that can include changing into bonds or property etc...
What Good Could Come for the U.S. From the Turmoil in Egypt? [View article]
The Dow at 12,000 Is 'Buyer Beware' Territory [View article]
the housing bubble and crash was really a result of insane leveraging and derivatives adding a multiplier effect onto the leverage. unless the big banks are up to these same type of shenanigans i think we're fine for the time being.
5 Stocks To Own Before A Potential Oil Shock [View article]
Be Contrarian; Believe a 'Real' Bull Market Is Starting [View article]
a truly contrarian play would be to short commodities, oil, and banks, and go long on bonds...
Weighing The Week Ahead: The Lull Before The Storm? [View article]
i'm curious what others make of this prediction??
StatOil: A Window of Opportunity? [View article]
Whatever happens, we can all look forward to a nice dividend later this year!
The Housing Market Has Definitely Turned The Corner [View article]
the fact is, if rates rise the interest on the debt would be too high therefore rates have to stay low.
Income Investors Face Enormous Macro Risks Ahead [View article]
you suggest that dividend stocks will get hit if treasury yields rise, but by the same logic, shouldn't the gold price come down (I am of course assuming that yields rise modestly and not spike)?
let's face it, if investors lose faith in treasuries as they have in greek bonds, we'll all be in a world of hurt. i would argue that in such a scenario, investors would be best suited to place their faith (and capital) in the hands of large dividend-paying multinationals.
Corporate Insiders Go on a Buying Binge - Another Bullish Contrarian Sign [View article]
However last year i bought into the notion that "if insider's buy it's a good time to buy" and lost substantially. The Vestas share had been battered for sometime when the company landed a record deal and there was a surge of insider buying... they still reported a loss and shares have come down an additional 50% since then... Perhaps some insiders fail to see the forest for the trees.
This Time It Is Different: Why August 2011 Is Not September 2008 [View article]