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vanehugo

vanehugo
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  • Why A Takeover Of Hewlett-Packard By Oracle Makes Sense [View article]
    I will continue to hold my Apple. I might buy HP under 18 and sell calls on the way back up. I think there will be some slow gains as they plow through their reorg. It will be turbulent as they are not yet done laying people off. As they continue to do that, there will be more turmoil internally.
    Sep 10, 2012. 09:49 AM | Likes Like |Link to Comment
  • Why A Takeover Of Hewlett-Packard By Oracle Makes Sense [View article]
    I did sell my HP shares in 2009 and bought Apple. :)
    Sep 7, 2012. 01:07 PM | Likes Like |Link to Comment
  • The Supreme Court healthcare opinion: The individual mandate survives as a tax. You can read the full opinion here.  [View news story]
    Even the court won't stand up to King Obama. time to Get out of Dodge.
    Jun 28, 2012. 11:54 AM | 4 Likes Like |Link to Comment
  • Should You Buy Gold Before QE3 Is Announced? [View article]
    bought some European Gold coins on Monday.
    Jun 20, 2012. 12:30 PM | 1 Like Like |Link to Comment
  • Alexander & Baldwin: Spin-Off Analysis And Valuations [View article]
    If you find land in Hawaii for $5,000 an acre, please let me know. I will take all I can get at that price :)
    Jun 15, 2012. 12:48 PM | Likes Like |Link to Comment
  • Modern Dividend Theory Explained Part 1 [View article]
    Dave, This has been a very thought provoking article and a great follow-on comment stream from all. I have followed you on SA for a while now, along with Chuck and Jeff. I am pleased to see all of you weighing in on this topic.

    I fully embrace the value of a dividend segment in my portfolio. I am aligned with Jeff's question, "Aren't dividend stocks contained within MPT's total return variable?" I have a number of solid dividend stocks in my portfolio, yet I have others as well that round out my portfolio.

    I don't necessarily think that MDT or MIT is a complete investing paradigm. Similarly, the exclusion of investment vehicles of any specific type from MPT,causes me to reject that as a complete solution for portfolio selection and management. As with most things there is middle ground. That is what I am looking for in an investment philosophy, theory or paradigm. Whatever the purists want to classify it as.

    Again, this has been a great exchange. I look forward to your Part 2 article, after you have digested all this input. Thanks for what you do, I am always ready to learn more.

    p.s. I also agree with Crankyguy. You have three primary goals. I believe there is only one that can be "primary". the others are considerations on how some might modify that goal.
    Mar 23, 2012. 02:03 PM | 2 Likes Like |Link to Comment
  • Wal-Mart, Other Big Merchants Start Bypassing The Banks [View article]
    How is this investable?
    Mar 2, 2012. 04:07 PM | 1 Like Like |Link to Comment
  • Is Apple A $17,000 Stock? [View article]
    Interesting that MSFT, INTC & CSCO multiples would all indicate AAPL is overvalued. Even more so when you consider the others all pay you a dividend to hold on to it.
    Feb 14, 2012. 11:45 AM | 1 Like Like |Link to Comment
  • While gold does not have its real value reduced by inflation, it has not proven a great inflation hedge, according to a study by Dimson and Staunton (giants in this field of research). The metal's real return since 1900 has been 1.1%, with the main strike being that gold does not provide an income flow. Equities have returned 5.4% annualized over the same period.  [View news story]
    Using a stat from 1900 doesn't give a meaningful assessment. There was no Fed to screw thnigs up until 1913. The FDR theft by inflation in 1933 when gold was revalued from $20-something to $35 skews the numbers prior to that time. Gold was finally allowed to float in 1972. Any comparison of gold price to inflation prior to the 1972 policy shift is irrelevant. If you look at 1972 to present gold has done well against inflation, though a complicating factor is the government inflation rate as reported in the CPI has also changed in that period of time. In any event the 1900 number of 1.1% is not relevant.
    Feb 7, 2012. 11:32 AM | 2 Likes Like |Link to Comment
  • Apple May Finally Be In Trouble: Competition Stepping Up In Tablet Market [View article]
    Tablets are old news. Apple will come up with another game changer. There IS something beyond the tablet. "Skate to where the puck will be, not where it is." --Wayne Gretzky
    Invest in Apple for the future...
    Nov 11, 2011. 01:58 PM | 4 Likes Like |Link to Comment
  • A Look at Morgan Stanley Cyclical Index as It Peaks [View article]
    How about a tutorial on how to use the index to make investment decisions.
    Dec 7, 2010. 01:00 PM | 1 Like Like |Link to Comment
  • Stay Focused on the New Tech Leaders [View article]
    "but the market knows best: " now that's a statement destined to impact your credibility ;)
    Sep 27, 2010. 11:31 AM | Likes Like |Link to Comment
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