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johncworth

johncworth
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  • Even Goldman Sachs Now Expects A Tremendous Financial Collapse [View article]
    I must say, of all the threads I have followed on SA, this one has devolved the farthest the fastest. Between the aluminum hat ravings of Tom and the end of days commentary... good grief. I invoke Godwin's Law, subvariant number 4, and proclaim this thread officially dead.
    Sep 5, 2011. 11:29 AM | 2 Likes Like |Link to Comment
  • Retirement's 4% Rule: Surprising Answers You Need to Know About the Inflation Factor [View article]
    Assuming your financial planner is 100% accurate in mapping out a future 30 years away, yes. ; )
    Sep 4, 2011. 11:11 PM | Likes Like |Link to Comment
  • Even Goldman Sachs Now Expects A Tremendous Financial Collapse [View article]
    Precisely.
    Sep 4, 2011. 04:23 PM | Likes Like |Link to Comment
  • Even Goldman Sachs Now Expects A Tremendous Financial Collapse [View article]
    You are giving way too much credit to GS. They have WAY under performed even the lowly s&p 500 over last 10 years, and in fact wouldn't likely be in business but for Warren sticking it to him in one of his "streets running with blood" moves.

    Yet suddenly because one of them says something you agree with they are Nostradamus? They are weak, and getting weaker. BTW, the thesis may or may not be correct, but you might as well go to a psychic to get advice..
    Sep 3, 2011. 11:09 AM | 3 Likes Like |Link to Comment
  • New Dividend Kings: 5 High Yielders For Doubling As Value Plays [View article]
    Probably true. Windows 8 will soon be arriving, and it has already been indicated that it will operate on ARM chips, among others. I wonder what the implications for intel are? Your thoughts? thx
    Sep 1, 2011. 07:35 PM | Likes Like |Link to Comment
  • AT&T: The Safety Of Coke With A Higher Return [View article]
    I own both. Neither one keeps me awake at night. T managed to generate 20 bill in PROFIT last year, and they will be just fine if no merge occurs (mind you, if the merge goes through this will be one stock you DO want to own for the long haul.) Meanwhile, they are throwing off 6% dividend.

    KO, I am actually considering selling and taking some profits on, not because I dont like their long term prospects, but they seem fully valued right now and I might be able to get a bit more growth AND dividend elsewhere.

    These are both stalwarts. You do not have to choose between one and the other. Ice cream is good. So is pie. Have some of both.
    Sep 1, 2011. 07:20 PM | 1 Like Like |Link to Comment
  • 4 Signs The S&P 500 Index Is Headed To 1,790 [View article]
    I would love to see the correlation between stock market & bearishness on SA. Bet you anything when the retail commenters are sobbing like girlymen it means a good time to buy.

    companies floating in cash
    can borrow for less than dividend rate
    killer pe ratios
    tons of money on sidelines.
    best of all, retail investors panicing...

    whats not to like?
    Sep 1, 2011. 03:23 PM | Likes Like |Link to Comment
  • AT&T: The Safety Of Coke With A Higher Return [View article]
    The deal is far from dead. They did however make 20 bill in profit last year, so in the event they need to come up with some dough you wont have to pass the hat.
    Sep 1, 2011. 12:01 AM | Likes Like |Link to Comment
  • Are Asset Allocation And Individual Stock Picking A Good Combo? [View article]
    Not sure what you mean when you say Chipotle is part of the "MacDonalds family" (sic). McDonalds has been fully divested of Chipotle for 5 years, having accomplished this in 2006.
    Aug 31, 2011. 04:53 PM | Likes Like |Link to Comment
  • And now stocks are perfectly poised for a letdown. Two bad Greek banks merge into one bigger bad Greek bank? Consumer spending boosted by increased government transfer payments? Bank of America (BAC) and Hewlett-Packard (HPQ) among the leaders? And on one of the year's thinnest-volume days? The basis of a new rally? Oh please...  [View news story]
    "Does this dress make my ass look fat?" - J. Edgar Hoover
    Aug 30, 2011. 12:57 AM | 2 Likes Like |Link to Comment
  • Why There Is No Reason To Panic About SeaDrill's Debt [View article]
    Extremely helpful advice. Thank you very much.
    jcw
    Aug 29, 2011. 11:30 AM | Likes Like |Link to Comment
  • Why There Is No Reason To Panic About SeaDrill's Debt [View article]
    Hi STSS - Thank you for the info and the link. Incidentally, it looks like I can trade NATDF electronically via Fidelity, though I note they wack you for a $50 transaction fee. Still, I think I will take a stab at some.
    Best regards
    jcw
    Aug 28, 2011. 04:28 PM | 1 Like Like |Link to Comment
  • Why There Is No Reason To Panic About SeaDrill's Debt [View article]
    Thanks for the opinions Power, will do my DD.
    Aug 27, 2011. 10:10 AM | Likes Like |Link to Comment
  • Why There Is No Reason To Panic About SeaDrill's Debt [View article]
    Oh, I see, thanks for the explanation sts. Do you invest in all of the JF companies you can? If you were to recommend one to ad to a portfolio, which one might you suggest? Thanks, jcw
    Aug 26, 2011. 10:40 PM | 1 Like Like |Link to Comment
  • Buffett's Deal With Bank Of America Is Absolutely Terrible... [View article]
    I know what you mean Bobbob. I would say in the large context you are spot on. I take some consolation that Buffett is going to be giving the great brunt of his estate to the Gates Foundation, which is a noble enterprise. In some sense I view the BAC deal as Buffett stealing from the rich to give to the poor, at least ultimately. Time will tell.

    At the end of the chess game, the king and the pawn are returned to the same box.
    Aug 26, 2011. 01:51 PM | Likes Like |Link to Comment
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