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Ambil Kembali

Ambil Kembali
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  • ETF Stats For July 2014 - 4 New Players Join The Game [View article]
    Well, A.K. finds it hard to select an ETF. For a comparison with Mutual Funds, they're ok.

    Wouldn't it be great if there was an ETF of Asset Manager fund-offerers? Sadly, my search in internet yields: "(tracking the Beacon Global Exchanges,Brokers&... Mgrs)
    We're sorry, there are no active ETFs associated with this index."

    A close ETF of ETFs would be either the KBE (Spider bank), or PSP (Powershares the Private ones).

    Individually investing in the profits of ETF retail investment tools are a few public companies: BLK (Blackrock - also BKCC Blackrock Kelso Capital), WETF (Wisdom Tree), AMP (Ameriprise), EV (Eaton Vance), BEN (Franklin Resources), IVZ (Invesco), LM (Legg Mason), the Principal Financial Group (NYSE:PFG) and TROW (T. Rowe Price.) Some of which have less ETFs, some partners with others. Vanguard is private (sort of)

    Would an tracker of the Beacon Global etc have some weird self-reference preventing any company from offering it to be itself a member of the index? Or would it fail to be a true tracker if regulators forced it to not include itself??

    A.K.
    Aug 19 09:03 PM | Likes Like |Link to Comment
  • This Russian Telecom Giant Trumps Verizon & AT&T [View article]
    Note "2 years later".
    The equity is up from 2012, yet the P/E is less, the P/S is less, and the P/B is more?! (Yahoo finance). Certainly the dangers persist in the region. Since the P is up a little the earnings and sales are UP. (Everybody is on the phone complaining, plotting, etc.) Book value could have changed due to events in capital alluded to by some 2012 posters.

    A.K. is putting this and CTCM (not the OIL COMPANIES) on the distressed vulture type list to watch over.
    Aug 7 08:51 PM | Likes Like |Link to Comment
  • High-Yielding AT&T Is Making Me Anxious [View article]
    I should once again remind folks that the word "Telegraph" is the 2nd T in the firms' title. When is the telegraphical profit going to once again spike up!? We sure need that data flying from person to person. At some stage a messenger hands you a piece of paper!

    User 6228371 makes some intelligent comments. VZ used to be a branch of this same company, but regulations against monopoly, you know. American govt regs.

    Seriously, A.K. is into T (DISCLOSE long AT&T) and reinvests divs (but not automatically, looking at strategic times to pounce into.) This Direct-TV thing
    I don't know about, maybe it is a form of video-telegraph. Anyway, if the deal
    is cancelled by the above U.S. SEC-FCC-FNRC whatever, I would like to say Randy Stephenson should really take all of that Carlos Slim money and give it to us, the shareholders. Please! :-)
    Jul 8 05:11 PM | Likes Like |Link to Comment
  • General Mills' (GIS) CEO Ken Powell on Q4 2014 Results - Earnings Call Transcript [View article]
    I certainly am enthusiastic about some of the snack & yogurt plans...as a consumer of same. However, as a moderately-well researching food sector do-it-myself analyst, I still am leery of vectoring off into dairy products. Until agri-business organizes itself differently, AK would rather the company take advantage of grain merchants and farmers before trying to cow the savvy dairy rancher.

    Yes, I punned that.

    So, GIS, good luck with Yoplait. But don't depend on it. Certainly I understand how you'll maybe make a few less millions than Wall Street expected. They don't get how to run a business, they just want the money from holding shares breifly.

    A.K. would consider this fear of future dip in stock price as a buying opportunity (Disclosing a small stake already held long term in GIS).
    Jun 26 11:51 AM | Likes Like |Link to Comment
  • Is It Time To Sell High-Yielding ConEd? [View article]
    Also, should you not live in this one's service area, you can say this to yourself.
    "Hey, I am taking money from all the New Yorkers. Quarterly."

    :-)
    Jun 18 04:12 PM | 1 Like Like |Link to Comment
  • Coca-Cola: Implications Of Its Correlation To Interest Rates [View article]
    Neat, I like that. Did you get someone to run the chart and come up with a correlation coefficient beyond "decently strong relationship"? I don't disagree, of course, I'd just like to see a number of sorts.

    DIVULGE: KO (and PEP) 'mixer'
    Apr 17 09:20 AM | 1 Like Like |Link to Comment
  • TriQuint: This 60%-Gainer Is Set To Soar Higher [View article]
    Well, I will continue to consider TQNT/RMFD also. But, Remo, did you not also figure that 12 months ago Microsoft (MSFT) was on the wrong track with Nokia? They also manufacture items that need these parts. (By the way, MSFT was around 30 then and is 40 or so today.)

    A.K. used to follow Corning(GLW) until he realized screens were getting smaller and smaller, probably to the un-benefit of that glassmaker. So sapphire-glass is also a big thing?

    Well, all in all a thought provoking article! We'll be watching, cowboy!
    Apr 1 11:35 AM | Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Freeport-McMoRan [View article]
    I suppose the FAIL in dividends really means that they are too irregular to "count on". The history of divs seems to start in 2004. In between then and now there was a split, and some special divs (one "to evade US tax laws" on a 2010's December 31st to skip around the calendars. And another twice that for no particular reason?) Going back only 5 years, Yahoo Finance has this as 30% growth of dividends. This would lead some to question the FAIL even more.

    Anyway, sorry for the quibble. Good article though!
    Mar 17 01:41 PM | 1 Like Like |Link to Comment
  • 3 Solid Reasons Why TriQuint Is A Terrific Buy [View article]
    I am something of a techie and would prefer that combined R&D stay at a healthy level for innovation. Dollars 'cut' out can also leave a set of fired electrical engineers out of work and founding a competitor.

    Like I said I feared, if a merger is more about balance sheet than product, you get a balance sheet AS your product.
    Mar 6 08:22 PM | Likes Like |Link to Comment
  • Why Intel Will Move Up In 2014 [View article]
    Good ideas, Ashraf. If A.K. did any options at all, and we don't, INTC used to be a good example of a stable range to use 'butterfly' or 'condor' or whatever the kids are calling the bet "not too far from here". But now everything is different again. Going by various pundits and economists, perhaps world GDP is up and going up.

    And then going by other gurus and technicians (zig-zag-watchers), the "Peter Lynch Earnings Line" has the price (24.4) below the what if PE was 15 line (28.2), so it's a sort of bargain looked at that way.

    A.K. doesn't bet that way, but awareness of zig-zaggers is awareness of a huge part of the market-dabbling public.
    INTC back on watchlist!
    Feb 25 01:06 PM | Likes Like |Link to Comment
  • 3 Solid Reasons Why TriQuint Is A Terrific Buy [View article]
    And what will the new company be called? I have past profits on RFMD's zig-zagging all over the place. TQNT was "okay" way back then but picked the other at the time. Since I'll want to watch whatever it becomes, do I watch TriQuint now? Glad they halted it a while.

    One thing, TQNT is all west coast, and RFMD is North Carolina research triangle - is this a real growth merger, or a fire a lot of people because the Goldman-Morgan "adviser" wants a pile of money to walk away from the ruins with?
    Feb 24 10:08 PM | Likes Like |Link to Comment
  • Short This Commodity Next Week [View article]
    Word to the wise, AFAIK the BOIL and KOLD are pretty much wagering, and Wall Street is the bookie.

    I suppose your graphic made me remember 'Trading Places', which I viewed lately.

    "It was the Dukes! It was the Dukes!"
    Feb 23 03:38 PM | Likes Like |Link to Comment
  • Ford Motor: Target Price $30 Per Share [View article]
    Market focused and 'sector analysts' classify Ford and autos as a Consumer Discretionary. (Also confusedly called Cyclical, as if economists have it all mapped out in orderly fasion.)
    Thus F is lumped in with all kinds of goods like Apparel, Gambling and Fun Parks, and many other services. Then, thinking there is no chaos and a cycle of up and down fits it in they award multiples according to - future estimates of a thing like GDP(s).
    But as commentators are saying, in effect, "hey whatcha gonna do? They do that."
    Disclose - F, GM, TM, HMC on the top half of a watchlist.
    Feb 9 08:11 PM | Likes Like |Link to Comment
  • Moody's Is A Great Company But Not Worth $68 [View article]
    MCO of June was an eternity ago compared to February of this year.

    I too was wondering if this published article would be kept alive after today's Q4 report.

    While it is obvious that US & world credit assessments are expected to grow, they are saying on the report (in general) that this is in the single digit percents of increase.

    Like Jim Cramer's listening to Alcoa to judge beverage can sales, just listening to Moodys gives you ideas about the other parts of the economy, at least until someone develops a Quantum Computer Predictionator.
    Feb 7 05:12 PM | Likes Like |Link to Comment
  • ModernGraham Valuation Of Visa [View article]
    To see where the "(insert your adjective) Money" is headed? Graham's methods also allow you to look for special situations, or "work outs", presumably ones you know a lot about!
    Jan 17 11:41 AM | Likes Like |Link to Comment
COMMENTS STATS
115 Comments
62 Likes