Seeking Alpha

varan

varan
Send Message
View as an RSS Feed
View varan's Comments BY TICKER:
Latest  |  Highest rated
  • Actually It Is All About Total Return...Totally! [View article]
    Great. My most sincere good wishes for your success in your investments.
    Apr 8, 2014. 01:25 PM | Likes Like |Link to Comment
  • Actually It Is All About Total Return...Totally! [View article]
    Who does not know that Pravda has no truth and Izvestia has no news (or is it vice versa)?

    Same thing. Just convince people - by force in case of the USSR, by providing selective information or by any other means otherwise - that the outsiders have no right to tell you what to do so the people can accept less than achievable and optimal outcomes by following you.
    Apr 8, 2014. 12:35 PM | Likes Like |Link to Comment
  • Boeing: Price Target Of $390 According To The Gordon Growth Model [View article]
    Although I agree that some of the terms that are being used are impolite, that is the price you have to pay for writing on a public forum. You can of course protest the incivility, but without unacceptable draconian editorial measures they cannot be stopped.
    Apr 8, 2014. 12:24 PM | Likes Like |Link to Comment
  • I Love My 'Magic Pants' And My Partners Wear Them Proudly [View article]
    Medicine does not have too many variables?
    Apr 8, 2014. 12:21 PM | Likes Like |Link to Comment
  • Actually It Is All About Total Return...Totally! [View article]
    All the real evidence that I have seen rejects the hypothesis that DG investing provides higher total returns. For every KMB that one can talk about, there is an AAPL, so it is meaningless to bring up returns of specific stocks without specifying the actual objective and quantitative criteria that could have been used to select them in the past and providing actual statistical evidence that such criteria would have led to higher returns over some significant period of time. To say that you could have invested in CL and JNJ and CLX and KMB is useless for the general reader, though of course it is greatly admirable that someone did that at the appropriate time in the past.
    Apr 8, 2014. 11:40 AM | 2 Likes Like |Link to Comment
  • Actually It Is All About Total Return...Totally! [View article]
    You forget one of the gems of an argument that is sometimes offered in this neighborhood - If you do not start investing for income early in the accumulation phase, you will not learn how to invest for income: even if you get a total return that is less than what it otherwise could be when you retire by using income as your objective, you have learned during the process to invest for income during retirement.

    That's some expensive self-study program.
    Apr 8, 2014. 11:33 AM | 5 Likes Like |Link to Comment
  • I Love My 'Magic Pants' And My Partners Wear Them Proudly [View article]
    But you have to give equal time to the people who do not 'believe' in MPT and all that regression and all that, just as biology has to be taught by creationists as well, not just people who espouse evolution, and the flat earthers have to be represented when cosmology is being taught.

    Hacks have to be given equal time in every subject that is taught in schools. Otherwise it would not be fair.
    Apr 8, 2014. 11:24 AM | 1 Like Like |Link to Comment
  • Actually It Is All About Total Return...Totally! [View article]
    Writers of newsletters and givers of advice protect their turf by indoctrinating the consumers of their advice into believing that what others outside the group are telling them is something that they should not hear, and that only their advice will bring them close to their goals which are met only by following their specific advice. A mild form of brainwashing, and it keeps many of the followers from having to think about things that contradict what has already been drilled into their heads and makes them feel secure in their ignorance, even if it leads to lower accumulated capital at the end of working years and consequently lower income in retirement. A good scam for hacks.
    Apr 8, 2014. 10:20 AM | 3 Likes Like |Link to Comment
  • Actually It Is All About Total Return...Totally! [View article]
    Who are you to tell me what my objective should be?

    I can invest anyway I please. Why do you want to force me to invest using your way? :)
    Apr 8, 2014. 09:33 AM | 5 Likes Like |Link to Comment
  • Your Investment Returns: Don't Envy The Dows Or The Joneses [View article]
    The purpose of comparisons with the indexes or other vehicles in which you can invest without too much fuss is no more than to assess whether all the work you are doing to constantly monitor and evaluate and update your portfolio is worth all the effort. It is not to feel superior to your peers if you do better or to be saddened otherwise. This article is a very flawed one.
    Apr 7, 2014. 01:08 PM | 2 Likes Like |Link to Comment
  • Boeing: Price Target Of $390 According To The Gordon Growth Model [View article]
    Required Rate of Return 29.6%!

    I think it should be 28.971%. An intrinsic value of $22743.85 is more like it.
    Apr 7, 2014. 01:00 PM | Likes Like |Link to Comment
  • When The Very Best Fail, Should You Be Trying? [View article]
    The logical incoherence of the DG investors who flock to criticize anything that does not fully and explicitly support their style is matched only by their unique ability to completely misunderstand the basic facts and simple theoretical concepts of finance and investing.
    Apr 5, 2014. 05:58 PM | Likes Like |Link to Comment
  • The Most Important Article I Could Ever Write On Dividend Growth [View article]
    You are flailing.

    1. If you object to yearly re-balancing, we have no argument. Perhaps the dividends are tax free as they are from a DG account. In any case that is not the issue for a retirement account.

    2. 56% vs. 74 % is not insubstantial. May be to a DG investor. It is a difference of 33% (to be clear, the net profit over a period of more than five years is 33% higher in a retirement account.

    3. You perhaps have the crystal ball to know what will happen in the future. I just deal with what we know.

    4. If after so much huffing and puffing - a business plan, so much soul searching on what to buy and what to sell, monthly reviews, quarterly reviews, yearly reviews, constantly making sure that your business partner the company is doing its job etc. etc. ,all you can do it is to get returns which are inferior to a simple alternative that has been known for quite some time, that is not for most people. Of course nobody is asking you to not engage in all the huffing and puffing for nothing.

    5. For me, the performance over a five year period is sufficient to evaluate a strategy if I want to invest for retirement. I cannot just rely on the promise that future is going to be different and success is just around the corner on the basis of vague reasoning clearly motivated by the sunk (emotional) costs.
    Apr 5, 2014. 09:48 AM | 3 Likes Like |Link to Comment
  • April Brings Spring... And Solid Returns [View article]
    oops. April is the cruelest month.
    Apr 4, 2014. 03:28 PM | Likes Like |Link to Comment
  • Apple: Learn From Andy Zaky's Mistake [View article]
    Or a DGI guru.
    Apr 4, 2014. 10:30 AM | Likes Like |Link to Comment
COMMENTS STATS
4,661 Comments
7,272 Likes