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  • Herbalife's Top Distributors Hold Warehouses Full Of Product In Mexico - Why? [View article]
    Maybe they should call it "Herbal Pyramid Life" instead.
    May 1, 2015. 08:58 AM | 7 Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    My two cents:
    If the author is really short for all these years, why hasn't he gone broke? Or was it just a pretend short with no actual money put at risk?
    Why would anyone short a sales juggernaut like Apple? I can understand shorting a whole bunch of other choices.
    Why would you short a stock with such a relatively low P/E ratio? Why not short something that has a high P/E but low sales and profits, e.g. Tesla?
    Why bother gambling on the future of things going wrong for a business that has become so successful creating entirely new products out of nothing?
    There will inevitably be a day of "peak Apple", when everyone owns an Apple product or two. This may not be in my lifetime or the author's.
    Until then, it seems silly to bet against Apple.
    Sure, Android is more fun on tablets and phones, but it doesn't matter much to all consumers evidently.
    Apr 30, 2015. 04:21 PM | 1 Like Like |Link to Comment
  • With The Market Overpriced, Here's What To Do [View article]
    Good point. I see a good return on my Vanguard Total Stock Market Index investment since I bought it about 1993.
    Apr 30, 2015. 09:09 AM | Likes Like |Link to Comment
  • With The Market Overpriced, Here's What To Do [View article]
    The price of stocks is made in a public auction when trading can happen. This auction is fickle and how expensive or cheap it may seem is entirely relative.
    Deciding to buy or not buy stocks should be based on your 1. age 2. purpose 3. future needs not on whether you think it's "expensive".
    I want more capital appreciation before I have a head of gray hair. I know what to do: buy stock mutual funds.
    Since interest rates are zero and the dollar is rising, USA stocks seem reasonable to me today but actually that would not change my behavior.
    I am fully invested because over a year that 10% gain may actually be just a few trading days.
    Re: emerging markets. Stay away from them. I would however recommend companies that sell and profit there, e.g. Nestle, Deere, Caterpillar, etc.
    Besides USA stocks I also like Swiss stocks.
    There are exceptions that prove the rule. You could own China Mobile and be making money on the dividend while the stock ran up in the last year.
    Apr 30, 2015. 09:06 AM | 1 Like Like |Link to Comment
  • With The Market Overpriced, Here's What To Do [View article]
    How can you own a 50 stock portfolio for $100?
    You can own a mutual fund with no minimum if you sign up minimum monthly payment from your checking account.
    I don't believe fund managers are a waste. I think if you get good ones from a few companies they will add value:
    Primecap management, Dodge&Cox, Wellington Management, T.Rowe Price, Vanguard, Fidelity. These are all the names anyone needs to know.
    I have Primecap managing my Vanguard Primecap and Capital Opportunity funds (expense ratio=0.40%)
    Index funds of course add some value which is diversity because I cannot afford to buy the Wilshire 5000 index of stocks but I can afford to buy Vanguard Total Stock Market Index Fund. (expense ratio=0.05%=$50/$100,000)
    Some guys like buying/owning/trading stocks. I don't think that is within the capabilities or time of most people so I would never suggest it.
    Collecting your favorite stocks after you have met your needs with mutual funds is a fine hobby and will be more profitable than collecting cars or motorcycles if you have the skills.
    Apr 30, 2015. 08:50 AM | 3 Likes Like |Link to Comment
  • With The Market Overpriced, Here's What To Do [View article]
    Sorry I thought this was all wrong.
    You can own stocks you pick and may beat total stock market index if you are 1.lucky 2. Skillful 3. Have the time and inclination.
    You likely will not, and unless you have 50+ stocks, you have risk from low diversity.
    You can pick great mutual funds if you 1. Stick to good fund families 2. The manager is good 3. You aren't chasing a fad fund (janus)
    Remember expenses and taxes reduce your returns.
    You do not need an emerging market fund.
    I also don't think the US stock market is overpriced. Is Apple overpriced?
    My solution is own both Vanguard index funds and some managed funds.
    Apr 29, 2015. 11:42 PM | 5 Likes Like |Link to Comment
  • The Case That Apple Is Worth At Least $200 A Share [View article]
    As an Apple shareholder, I am glad Apple execs show the brains and responsibility to us (shareholders of a public company) to "evade taxes" as you put it.
    The U.S.A. corporate tax rate is outrageously high compared to other developed countries.
    Since you sold your Apple, maybe you want to buy an ETF of Swiss stocks, they all pay LOW corporate taxes.
    Apr 29, 2015. 10:38 AM | 2 Likes Like |Link to Comment
  • Say Goodbye To Your Margins: What Google Fi Means For Verizon [View article]
    I enjoyed this article and the premise seems right to me.
    Verizon is known as expensive and people are going away from contracts and looking for ways to save money.
    ATT bought Cricket to get into the no-contract market.
    Google is taking a page from Republic wireless: $25/month unlimited everything because it defaults to wifi/voip wherever possible.
    The calls I make to Mexico with Facetime Audio are voip and 1. cost nothing 2. crystal clear audio.
    I am old enough to remember we talked very quickly when calling outside our area code "that's a long distance call!"
    Apr 29, 2015. 10:20 AM | 1 Like Like |Link to Comment
  • Apple Earnings: Astonishingly Good [View article]
    I hope it's in your IRA or capital gains tax will hit you.
    Apr 28, 2015. 09:45 AM | Likes Like |Link to Comment
  • Apple Earnings: Astonishingly Good [View article]
    Apple share price is going to keep going up until P/E ratio is in line with other tech companies, so it has a ways to go. If they keep growing profits, it may take a decade or two to get to "peak Apple". We'll be rich by then.

    Android is fun on phones and tablets, but the problem is you need almost stock Android and on nice equipment. A nexus 7 tablet and a Moto X phone run android and they're nice. I have also an iPhone 5 and iPad Air and they are good but I dislike iOS. Having one button only is aesthetically pleasing, but not as fun in use.

    Either way it matters little. I have female friends who would rather die than give up their iPhone. That Apple logo could be on a T-shirt and sold for $50 at Apple stores and they'd sell a ton. Apple could make yoga pants with that logo, etc.

    The Apple brand now reigns supreme so that's how it is for the time being and the near future.
    Apr 28, 2015. 09:41 AM | 1 Like Like |Link to Comment
  • Learning From The Masters: Q&A Session With Buyandhold 2012 [View article]
    Income from dividends is great, but I want some capital gains too.
    I like a percentage invested in medium cap, small cap, growth in addition to dividend stock funds.
    Automatic reinvestment of capital gains and dividends, dollar cost averaging.
    Apr 27, 2015. 11:59 PM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Buyandhold 2012 [View article]
    you make some good points.
    4=not enough diversification
    2,3=companies don't succeed forever.
    I wonder if Kodak once paid a dividend? Polaroid? Digital? Bethlehem steel? Zenith? TWA? Pan Am? Studebaker? Etc
    You must know how to pick them, when to leave them, or get a manager who can, or forget it and buy index funds.
    Apr 27, 2015. 11:49 PM | 1 Like Like |Link to Comment
  • Apple: The Bull Comes Back [View article]
    I can wait ten years for $2000/share
    Apr 27, 2015. 07:41 PM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Buyandhold 2012 [View article]
    Buy and hold works well because compounding of dividends and capital gains is so powerful.
    My rich neighbor lady had an interesting view on mutual funds: she thought they were too expensive but she's been investing 65+ years so long ago they were. Today Vanguard is great.
    I agree the author has the proper perspective, but over VERY long time periods you must either 1. manage your stocks carefully 2. own a mutual fund/funds. 3. some exposure to small cap stocks can boost your total return.
    My 97 year old neighbor might have owned RCA, Zenith, Digital, and others that have not done so well.
    I like buying and holding index funds for tax efficiency, and dividend, small cap value and growth funds in retirement accounts.
    Avoiding capital gains taxes is very important and I am glad BuyandHold mentioned this rarely mentioned aspect of investing.
    Taxes will get you if you don't watch out
    Apr 27, 2015. 11:39 AM | 1 Like Like |Link to Comment
  • Apple: The Bull Comes Back [View article]
    I see upside to Apple shares based just on their low P/E that seems out of whack but that's been discussed probably a bunch.

    I'm gonna keep my shares until the last Yanomami in the Amazon has an i-something.
    Apr 27, 2015. 10:49 AM | 2 Likes Like |Link to Comment