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swisspete

swisspete
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  • The Sky Was Falling Into The Hands Of Astute Dividend Growth Investors: Did You Catch Any? [View article]
    I am happy to say that I did not really think too much of the crash, being a dividend investor is a positive for sure. But on the other hand, I was not prepared for this crash and did not have a list of stocks that I was ready to buy at a set price. Nor did I have the time to really follow and understand the economic situation that triggered the crash. So in other words, I did not sell and did not lose, but my lesson is to prepare for the next time, to pull the trigger quickly and confidently. Sometimes though, crashes happen when you are on vacation..oh well.
    Aug 30, 2015. 08:48 PM | Likes Like |Link to Comment
  • GDP Stronger Than Expected [View article]
    Not that I agree or disagree with your statement, I however don't see that it's important. Corporate profits are at an all-time high, cash holdings for large corporations as well, so they are not investing the money. So I am not sure that them paying less taxes would change anything for the economy. It would mostly change something for shareholders.

    But maybe if we split the corporate tax between large and small corporations, that would be different. In my opinions, most large businesses are inefficient, only innovate to cut costs even if that means that their product is not healthy for their clients. Small businesses have more competition, are more creative. And they suffer more from high taxes, because they actually use the cash to grow.

    Fully agree that the tax code and I would say the tax system is a mess. When I buy an iPad, I pay sales taxes with money I have paid taxes on, I pay taxes for the place where I store it (my home), Apple pays taxes for its offices, for the profit on the ipad. Need I say more?
    Aug 30, 2015. 08:37 PM | Likes Like |Link to Comment
  • Growing Calm Or The Calm Before The Storm? [View article]
    Interesting to look at rate of dividend cuts. How did you come up with "levels" for concerns on the economy? Looking at this, I am wondering what did this chart look like for past years. And second, the situations seems to be improving. So maybe there are other factors at play. And perhaps this data cannot be interpreted in any way without looking at number of companies that have increased their dividends, and number of companies that have started a dividend vs stopped paying a dividend. In the end, it's a normal cycle for some companies to have a hard time, and others a good one. Is it simply that there is more churn right now? It could also signal a shift in the economy, where older companies are losing to new ones..
    So thanks for your post, I had never thought of any of these questions before..
    Aug 17, 2015. 03:57 PM | Likes Like |Link to Comment
  • Mattel Is Not Going To Cut Their Dividends [View article]
    DamnYouMarket! While it is interesting information that you provide, I am not sure that Matt is saying what the market will do, if I read his article well, he talks about the company and not at all about the price that Mr. Market may assign to the company in the future.
    Aug 5, 2015. 12:00 PM | 2 Likes Like |Link to Comment
  • Southern Company: A Stock For Income Investors [View article]
    You lost me when you refered to people with different views as environmenmtalists..can't stand people who do politics and try to label in order to dismiss.
    Aug 3, 2015. 01:04 PM | Likes Like |Link to Comment
  • Did The U.S. Slip Into Recession In Q1? GDI Begs To Differ [View article]
    Go Lakers: you stated "16-24 year olds realize you're better off being educated in the modern workforce so they're staying in school." and that's fine but realize how much you assume and how much you view this through your cultural lenses. As far as I am concerned, better education is becoming more and more of a myth in this country. A friend asked me how he could be hired at my company, what kind of masters he should do. I told him to simply learn by himself how to develop javascript/html and then apply. I'll start him at $60k/annual and if he is good, he'll get to $90k in four years. That's much better than spending $100k on a degree and then look for a job that will pay the same.
    In other words, education is not effective for what this country needs. I am unable to hire web developers even if I go to really high salaries. So I cannot grow my business. I cannot hire foreigners because visa quotas are so tiny. And one does not need a masters or a bachelor to be a web developer. Fine if they have it, but at this point, I think that smart play if you go in technology or business is to climb the ladder and forgo a $100k+ loan..
    So I wish that you are right and that the economy will do great. But I think that we are in for a tough ride over the next 10 years, as the shortcomings of ALL our politicians and lobbyist will weigh more and more against us.
    Jun 2, 2015. 01:52 PM | Likes Like |Link to Comment
  • U.S. Consumer Spending Flat In April, But Income/Wages Perk Up [View article]
    Thanks for your article. My concern is that the raise in wages is for the already well-off (above $150k annual) and the very well-off (above $250k/year), and then the rich. Even though they/we make more, we don't spend more. I have not increased my spendings much over the past 5 years, even though I've gotten some nice raises. So it does nothing for the economy. Do you know if there is a way to know wage increases based on income range? As far as I can tell, the sub $50k income level have not since much change for a long time..
    Jun 2, 2015. 01:42 PM | Likes Like |Link to Comment
  • The Economic Recovery That Can't Get Any Respect [View article]
    I resonate with so many comments that this recovery is not one to feel good about. Money velocity shows another concerning long-term trend that may point to more troubles ahead, as we are at an all time low: http://bit.ly/16z94gK
    May 10, 2015. 06:40 PM | Likes Like |Link to Comment
  • U.S. Economic Output - 'Ugly, But Fleeting'? [View article]
    AFellowTraveler, where exactly am I confusing "impact" and "control"? Impact is all I talk about. Other than that, I agree with most of what you write, other that I am not willing to make any predictions as to what we will do in the future, nor limit the potential of our creative power.
    And regarding your last statement, the idea that we cannot influence (not necessarily control) the climate is as wrong as the idea that we can. If we have an impact, we control it to some extent. We just don't understand quite how yet.
    May 8, 2015. 11:49 AM | Likes Like |Link to Comment
  • Enterprise Products: Falling Revenues, Below Average Yield, But Still Attractive [View article]
    Thanks for this article. Do you know more about the pricing/fee model and how it works exactly? How is it tied to the price of the commodities transported and how is it not?
    May 5, 2015. 06:21 PM | 1 Like Like |Link to Comment
  • 20 Charts Suggest The Slump Is Behind Us [View article]
    Very interesting, but would be more interesting with 20 charts that shows that we are heading into a contraction..just so we have a balance. Unless you are saying that all possible and important charts point to the slump being behind us..?
    May 5, 2015. 01:54 PM | Likes Like |Link to Comment
  • The Mattel Toymaker Turnaround Story [View article]
    Mts, I agree and at the same time I know that litigation risks play a big role in how this kinds of transitions might be handled. So it is difficult to know whether this poor communication is a result of poor management, or actually was in the best interests of the shareholders (avoiding a lawsuit at the costs of communicating poorly). So I am not sure what to make of this situation. For now, am staying long, in fact I added a bit a few weeks ago, dividend is just unbeatable if they recover.
    May 5, 2015. 01:48 PM | 2 Likes Like |Link to Comment
  • U.S. Economic Output - 'Ugly, But Fleeting'? [View article]
    The reality though is that we are doing exactly that. We are pooling together to extract materials from the earth, process it in many ways, and so we are changing the earth and the atmosphere. Which means we are impacting weather patterns. We can argue about what this impact looks like, but there is an impact because weather is just particles that behave in a certain way, and we are heavily changing the way earth particles are organized. Thinking that this does not impact how particles move or don't, how they group or don't is naive.
    May 5, 2015. 10:28 AM | Likes Like |Link to Comment
  • This Time It's Different [View article]
    If by sliding you mean getting less healthy (economically speaking), then I agree however I don't think it is just the USA that has peaked. It's just that other countries are sliding at different speeds. Like you point out, at some point we will have a crash that is not related to a market event, and in line with you, I think it will be related to how we do "economy" but also how it is becoming so meshed up with how we do politics and governing. At some point, this whole dynamic and its underlying principles will be challenged. Basically today our entire system is not based on a foundation of sustainability, it is based on the foundation of growth and accumulation of assets (which by definition is not sustainable). That will be a nasty crash. I am unsure how to protect myself from such a crash, as all may be shattered, from currencies to stocks, bonds and real estate..
    Apr 27, 2015. 01:28 PM | Likes Like |Link to Comment
  • 5 Graphs To Watch In 2015: 1st Quarter Update [View article]
    Thanks for this, very useful analysis.
    Apr 27, 2015. 01:15 PM | 2 Likes Like |Link to Comment
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