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kimboslice

kimboslice
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  • Emerging Markets: The Rally Is Over [View article]
    Emerging markets are places where developed market domiciled companies make profits. Examples are Nestle, Caterpillar, Deere, IBM, Toyota, BMW, Disney, Nike, Pfizer and others.

    Don't lose your peace of mind directly investing in emerging market stocks, there are problems in those places.

    Don't buy an emerging market stock ETF or mutual fund.
    Apr 20 11:53 PM | Likes Like |Link to Comment
  • The Event That Will End The Bull Market [View article]
    The main things that made U.S. stocks attractive to investors: 1. profits of businesses 2. low interest rates.

    Note that "investors" means worldwide investors in US stocks. Wealth around the world is seeking a return. Dividends are higher than interest from many bonds today.

    Will tapering cause interest rates to rise significantly?

    There is something that can change that no one has mentioned.

    Political change can affect how many new IOUs Uncle Sam sells. If spending slows down from political will to stop spending, then the equation changes somewhat.
    Apr 20 05:44 PM | 1 Like Like |Link to Comment
  • Apple Earnings Preview: Fiscal 2014 Tough; Fiscal 2015 Looking Better [View article]
    Apple may not grow at the huge rate of a few years ago, but it's incorrect to compare Apple to the "fallen tech giant" stocks. They had no 1. brand 2. cache 3. weren't sold in Apple stores.

    Microsoft cannot get traction for its consumer products except Xbox.

    Likewise the other brands like Compaq, HP, Dell have never had brand power. Samsung has some brand power, but it's an inferior product. Why? The customer chooses the iPhone altough it's more expensive.

    What is limiting Apple growth is simply the growth of the worldwide economy, it's just hard for tens of millions of unemployed Americans and Europeans to own Apple products.
    Apr 19 08:54 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Doing Nothing Is A Strategy For Dividend Income Investors [View article]
    How much cash you should have on hand is enough for emergencies and expenses for several months. You can invest the rest.

    Cash is for spending or emergencies. Stocks are investments, bonds are IOUs.
    Apr 19 12:32 PM | Likes Like |Link to Comment
  • Retirement Strategy: Doing Nothing Is A Strategy For Dividend Income Investors [View article]
    I like this article. Let the stock investments work for you, and making many changes creates capital gains taxes, a waste of your money.
    Dividends are really the gift that keeps on giving.
    Buying more shares with those dividends is powerful compounding.
    Apr 19 12:28 PM | 2 Likes Like |Link to Comment
  • Dispelling Market Misconceptions Of Apple [View article]
    That's right.
    Compare this to Yahoo, they paid some guy $58 million for 15 months work; selling ads.
    Apple is like a giant taking its time, there's no hurry but nothing will stop him.
    Apr 17 07:55 PM | 9 Likes Like |Link to Comment
  • Could Guru Fund Managers Be Right On Apple Again? [View article]
    I hope this is correct. One may have made more money just owning a plain vanilla mutual fund over the last 2 years and be up +60% or so.

    Hope springs eternal, so I'll just collect some shares via the dividend. However patience is a virtue and sometimes I think "hurry up and go above $700 already!"

    Every manager that buys Neflix, Amazon, Tesla, Facebook has his finger on the trigger to sell but Apple is not going to stop making a fortune.

    Apple keeps making money, they have the printing press in those Apple stores.
    Apr 17 03:56 PM | 2 Likes Like |Link to Comment
  • Why You Should Buy Starbucks' Dip [View article]
    Forget Starbucks, they're too vulnerable to competition in USA and developed markets.
    In developing markets, people don't like to throw their money away.
    Apr 17 01:23 PM | Likes Like |Link to Comment
  • BlackBerry Is Fermenting [View article]
    When I read "fermenting" I thought "rotting".
    Apr 17 01:22 PM | 7 Likes Like |Link to Comment
  • Every Portfolio Has Faith [View article]
    It's impossible to dispute that you can increase your wealth by investing in fine company stocks. It's probably not really rocket science, just own the best of the bunch or sometimes a couple great companies in their respective area.

    Deere, Caterpillar, Boeing, Nestle, BMW, Toyota, Ford, Apple, Walmart, Exxon/Mobil, Chevron, DuPont, Nike, Coke, Intel, are examples of successfully run businesses.

    However most people find it more convenient to buy mutual funds which of course simplifies your life and decisions also probably.
    Apr 17 01:57 AM | 1 Like Like |Link to Comment
  • 10 Scary Charts: April 16, 2014 Update [View article]
    The charts are scary because the economy went into a depression when Lehman collapsed.
    Since Obama there has been just 2% GDP growth in the U.S.A.
    For investors in stocks, as long as interest rates are low, worldwide investors will probably still buy them.
    Apr 16 05:55 PM | 2 Likes Like |Link to Comment
  • Economic Outlook For The Rest Of 2014: Stuck In Neutral [View article]
    The USA economy has struggled along since Obama took office at 2% GDP growth rate.
    Since then, 1. regulations 2. taxes 3. govt. harrassment of business (e.g. Waxman dragging Apple before congress) 4. govt. meddling in energy production
    The result is as would be expected, a depressed 2% rate.
    In 2014 this will not improve because another monkeywrench was thrown into the works: Obamacare.
    Obamacare entails new regulations and taxes. TAXES do not stimulate the growth of any economy. The regulations also create a disincentive to work or hire workers full-time. e.g., if your income exceeds $46K per year, you will pay a fortune for Obamacare. Small busiesses will try to remain small to avoid the threshold in the law, hiring fewer people, or employing more part time people.
    re: Investing. The above doesn't matter much since interest rates are low. Low interest rates=buy stocks.
    Apr 16 03:29 PM | 2 Likes Like |Link to Comment
  • The $9,701 Cup Of Coffee: Rethinking Retirement Planning [View article]
    McDonalds "senior coffee"=69 cents+tax=75 cents in California.
    $0.75x365=$273.75/year, $2737 over ten years.

    OR, Grocery outlet 1lb Italian espresso=$3.99/lb. This lasts about three weeks=17lbs/year
    $3.99x17=$67.83/year, $678 over ten years.

    I did enjoy the article however.

    The scary part is that because of our gigantic debt and huge welfare/war/govt. worker state, the US Dollar is going to lose value so traveling will be expensive outside of the USA.

    I remember visiting Switzerland in 1974. The Swiss Franc cost $0.33 then.
    Today, 1 Swiss Franc costs $1.13
    What changed? The U.S.A. has $17,000 billion debt and it's growing.

    Unfortunately I can't control government profligate spending and borrowing so investing is my only method to try to beat inflation and the dollar devaluation over time.
    Apr 15 07:35 PM | 3 Likes Like |Link to Comment
  • Tesla In China: Cleaning Up The Smoggy Skies [View article]
    If the electricity to charge the Tesla battery comes from burning coal, I doubt Tesla will reduce China smog very much.

    China burns a lot of coal, FYI.

    Also, no amount of Teslas running around can reduce the tremendous amount of dust in the air, which is what really gets you in Beijing and other places.
    Apr 15 07:25 PM | 4 Likes Like |Link to Comment
  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    I'm out of it? Go check out Virginmobile and see for yourself.

    The 5s 16gb costs $495
    Apr 15 02:52 AM | 2 Likes Like |Link to Comment
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