5 Stocks To Watch For Gains Next Week [View article]
I have held, sold, and accumulated RAD since 1999. Its metrics are terrible; its debt burden is terrible; its ROE is pathetic. And still I hold and hold in the belief that its long term valuation ( over a decade ) of $1.2 Billion was a joke. And that is why I hold it. It never made any earnings and its CEO Mary Sammons was an apparent joke. It now has good management but still has the Horrendous debt and lack of ROE. Why anyone now is buying it mystifies me. Does anyone know what I don't know...?
Tim-----what is the INTRINSIC VALUE of IBM? How do you find it? And again I ask the following: in the recent past you informed us on Seeking Alpha that you had no stock holdings; none; nada: zippo. How are you now listing so many equities held? How can one afford many shares of IBM at $190? Just asking.....as one of your many readers. One who does appreciate your enormous output of articles.
5 Stocks To Watch Next Week For Gains [View article]
Mary Sammons recently got a " gift" of one million shares of Rite-aid.
I, too, hope its for her to be escorted out through the door. She was inept as CEO. She did in the company in many ways. Mr. Miller would have been far better. Standley is terrific and deserves many props. As Buffet has preached----good management is essential to what he will buy. . And he he buys well. Now if we can get him and some institutions to buy into and accumulate RAD we long time suffering holders might get some just rewards. But I doubt they will touch any penny stock or one with so much long term debt.
The Dirty Secret About The 1929 Stock Market Crash [View article]
This looking back at history is interesting---but what if Mohamed El-Erian is correct? What if we are in a permanent NEW NORMAL? What if American Hegemony is to pass as did England's? What if future war works out far different then did WWII ? What if there is another GREAT DEPRESSION and we never recover? Is this impossible by all the previous reckoning engendered by this piece and its comments? Jus askin'...............c...
Swallowing The Bitter Rite-Aid Pill [View article]
Care to comment on THE DEBT of Rite aid (http://bit.ly/12OC2vm has been a large anchor holding back the ship. Do you see any positive changes in debt happening? And the new idea of their having customers pay a modest fee to speak with a doctor about health issues and needed medication----how do you feel this might work out good or bad?
The Double-Edged Sword With DRIP Dividend Investing [View article]
I suspect you are wrong here in ways you do not know. Remember: " you don't know what you don't know" Tim. Perhaps time will reveal more to you...............Cyborg.
How To Tell If You Own The Right Dividend Stocks For A Market Meltdown [View article]
Thanks for the note here on buying Bank of America (BAC). I understand your response and join in with you in accumulating this equity over the last year or so. I asked my question because my interpretation of your writings was that you would want only good income ( dividend ) producing stocks for purchase----for the safety value to have written on repeatedly. I guess this one would go into you " hitting for the fences " file? Now....would you kindly give us an answer to the second part----when did you make your first Purchase? And are you buying only for self or for/with others?
How To Tell If You Own The Right Dividend Stocks For A Market Meltdown [View article]
Tim---you say you own some Bank of America (BAC). How in the world does this fit into all your writings? Can you give a precis on the thinking of buying this equity? And how in the world did you get funds for so many NEW purchases-----when in the very recent past you noted on this site that you did not own even one stock?
The Weekend Blitz: Finding Value, Market Behavior, & Diversification Related Plays [View article]
To add to the difficulty of finding INTRINSIC VALUE-----note that Wells Fargo (WFC) has one of the highest ratios of current Price to Book Value, thus the argument that its price performance would be slack. Yet this is the Bank that Buffett has to the tune of over 450 million shares. What does that tell us?
The Blitz: Are These Stocks Presenting Upside? [View article]
Brian: Kudos to you for ( starting first on Seeking Alpha?) using the Question and Answer format. As a reader of various investment periodicals over many decades I have deemed this format THE BEST FOR LEARNING. It hones right down to the subject at hand in consistently good ways and always leaves the reader with some clear-cut information. I comment you for it and wish others on this site would follow your lead and do the same.
5 Stocks To Watch For Gains This Week [View article]
Brian----from your mouth to the stock market gods, as they say, about Rite Aid (RAD). As the unfortunate holder of this black sheep for over a decade I hope your thoughts pan out. One of rite aids BIG problems has been the inordinate gargantuan long term debt ( over 6 billion for a long long time ). If only this could be sharply diminished-----then the stock price would soar. But how do they get rid of this debt?
Warren Buffett Is Right About Wells Fargo's Dividend [View article]
Bank of America (BAC) bought here over last year and continued buyiny still.....with similar thinking. Your take on BAC Tim? ( not noted even once in this piece, noted ).
When did you buy your first equity? Which ones now held?
Benjamin Graham's 4 Commandments Of Defensive Dividend Investing [View article]
As I read this I think of the line from Bobby Zimmerman ( Bobby Dylan): "...the times, they are changin." What I mean is that Graham had his ideas for his times.....and then The Motley Fool came and had their ( David and Tom Gardner ) ideas-----the buying of GROWTH stocks ( dividends and value investing were taboo) in the heydays of the 1990's and then Lynch said buy what looked hot at the Malls and your kids were all excited about.....and then a panoply of writers and investors touted buying only on a DEEP VALUE basis ( e.g. David Dreman ). Buffett said buy based on INTRINSIC VALUE ( that only he was able to really determine?). One might think that it is a casino out there and the players ( we) rush into it and run to different tables with different beliefs ( on how to win). Does " the times, they are a changin" really play an important role in what to read and how to invest?
5 Stocks To Watch For Gains Next Week [View article]
Cy Borg
A Weird Misconception About IBM [View article]
Just asking.....as one of your many readers. One who does appreciate your enormous output of articles.
Cyborg
5 Stocks To Watch Next Week For Gains [View article]
I, too, hope its for her to be escorted out through the door. She was inept as CEO. She did in the company in many ways. Mr. Miller would have been far better. Standley is terrific and deserves many props. As Buffet has preached----good management is essential to what he will buy. . And he he buys well. Now if we can get him and some institutions to buy into and accumulate RAD we long time suffering holders might get some just rewards. But I doubt they will touch any penny stock or one with so much long term debt.
The Dirty Secret About The 1929 Stock Market Crash [View article]
Swallowing The Bitter Rite-Aid Pill [View article]
Thanks...............cy borg
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The Blitz: Are These Stocks Presenting Upside? [View article]
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Warren Buffett Is Right About Wells Fargo's Dividend [View article]
When did you buy your first equity? Which ones now held?
Benjamin Graham's 4 Commandments Of Defensive Dividend Investing [View article]