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Ambil Kembali

Ambil Kembali
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  • 3 ETFs That Will Benefit From Capital Shifting Abroad [View article]
    Don't have it before me just now, but last I looked (on yahoo or something) it was 2-3% (at the time I looked.) It might be some semi-annual thing.
    Jan 16 11:20 AM | Likes Like |Link to Comment
  • 2 ETFs For Booming Economies In 2014 [View article]
    In some screens I found ENZL #5 or #6 in some international ranks for myself. (non US, not much of Europe/UK). Mostly risk aversion which I'll not burdern SA with. However, on the same list-screen VNM is down at #30, even below Turkey's similar ETF.

    Perhaps you might guess from these mentions that one factor is portfolio turnover, which adds to your mgmt fees. (Unless I'm wrong about that ETF practice?)

    Disclaimer: I might buy Malaysia within 72 hours of this note (via EWM - which is about 5% Sime Darby)

    (for the Palm Oil!)
    Jan 11 08:16 PM | Likes Like |Link to Comment
  • Why Twitter Will Definitely, Surely, Assuredly, Certainly Not Be Trading At $70 When Q3 2014 Starts [View article]
    Well, some people like to leave a legacy for their heirs.
    I'll take risks and be short term - but I won't deceive myself about hopeful super stocks while trying a flutter.
    Jan 6 09:54 AM | Likes Like |Link to Comment
  • Why Twitter Will Definitely, Surely, Assuredly, Certainly Not Be Trading At $70 When Q3 2014 Starts [View article]
    Can't say that our stodgy A.K. methods allow us to have an opinion on TWTR yet. (It needs five years of data before we make a guess).

    However, you'll recall, in 1845 ...what you don't? The newly invented Telegraph had issues. Morse vs Wheatstone legal ones, but also practical issues to commercialize monetize and publicize.
    First of all, the Electric Telegraph Company happened, and after a lot of history, is really the core of British Telecom (BT). Could investors see that coming? Next, the hot 'APP' was the trans-atlantic cable. (Back then the only two continents worth telegraphing between were the north-western ones.)

    Cable companies popped up, failed, won, split, bankrupted, and some were mergered. Some part of ITT, some parts of wire-spinner engineering firms. Not an issue with TWTR as the cables are and were in place "for" them already. But we can see that the physical infrastructure was important for tele-communications. Western Union (WU) finally quit providing messages... in 2006! That's One hundred and fifty five years of service! I can't find any data on WU before that, but I'm sure the telegraph dollars were really flowing in for a while there. And let us not forget the A&P.

    Give the tweeters at LEAST another five years to steady themselves, is all I'm saying.

    A.K.
    Jan 5 12:27 PM | 2 Likes Like |Link to Comment
  • Don't Get Your Hand Caught In The Herbalife Cookie Jar [View article]
    A tally of the unscrupulous is not an argument in favor of the snake-oil in question. Sure, learning of get rich quick schemes sucks them all in. We should just agree that both 'long' and 'short' sides don't know the volume of suckers and volume of weasels available...which makes it a hard to predict business. Aren't there more pyramid schemes in hard times than good times? Or do we care? Some care, because they've invested in the competitors who use "old fashioned" marketing.

    See?
    Jan 5 11:50 AM | 3 Likes Like |Link to Comment
  • Textron - Excellent Acquisition Of Beech Holdings [View article]
    Finally, some flying cars! This is the 21st Century; good move aeromakers!
    Dec 29 11:28 AM | Likes Like |Link to Comment
  • Coca-Cola Has A Sustainable Competitive Advantage And The Vision To Maintain It [View article]
    Good article, thanks.

    Disclose (KO, PEP) Yes, both in a secret ingredient of proportions.
    Dec 24 10:00 AM | Likes Like |Link to Comment
  • Finally, It Looks Like Gold Is Bottoming [View article]
    Heh, don't put too much into ZeroHedge sources. It's not an awful den of lies or anything, but it is sure full of resolute Gold Bugs.
    Dec 24 09:56 AM | Likes Like |Link to Comment
  • New World Development Trades At Less Than Half Book Value, Despite Strong Profit Growth And Diversification [View article]
    Thank you for mentioning the conceit that conglomerates lose against narrow-focus. Perhaps the Wall St / City / etc advisers get huge fees to break things up and know a good thing, so perpetuate this myth.
    Dec 24 09:52 AM | Likes Like |Link to Comment
  • Read This Before Investing In Diageo [View article]
    Great SA article, Connor.

    Like paulalbert I took modest profits and am out of DEO now, but as you can see still follow it - for the reasons you discovered.
    Also, like wiza, I'm (Disclosing) Brown Forman held. Part of my intuitive analysis had me selling off DEO before BF-B, take that for what you will....

    To those who are puritans in their personal causes, should you not gather shares together and attend company meetings to have some control over their direction? :-)

    A.K.
    Dec 11 10:44 AM | Likes Like |Link to Comment
  • ModernGraham Valuation Of Exelon [View article]
    I don't think you guys "Get" value investing metrics. These are price/value estimates against an ideal...or idealized...whatever..... the absolutely safest prices with zero risk.

    No need to "Go Nuclear" on the item!
    Nov 29 01:23 PM | Likes Like |Link to Comment
  • ModernGraham Valuation Of McDonald's Corp. [View article]
    Aha, Bikerguy you remind me of why I was scratching my head about these analyses! Industrials, yes.

    But isn't MCD called - in a"Fast Food Industry" ?
    Nov 13 10:46 AM | Likes Like |Link to Comment
  • Bitcoin Remains Not Viable And Borderline Illegal [View article]
    What does a smashing success for Bitcoin look like? ....
    What could kill Bitcoin?...

    A smashing success could kill Bitcoin!

    While I understand fairly well how the math-computability works here, I should also point out that: The folks at Coke couldn't stop Pepsi being created. After Ford came various others and Toyota. Something competing in the same market does things to the total pool of that resource.

    One problem I'd also have with a registry of who owns exactly which numerical plots is not fraud, but how to recover lost value. People AND computers can die, and may not pass on the key, or code, or filename or whatever. Power could be knocked out or communication outages also show it's highly computer-dependant, unlike a wad of currencies or block of tradable tea.

    Just my 0.000735 units, of course.
    Oct 28 05:41 PM | 1 Like Like |Link to Comment
  • Coca-Cola Is Over-Priced [View article]
    Well, "Traditionally" watching Alcoa has been indicative. I too have been watching AA but not for investing in tin so directly.

    You might also watch the stores for new bottle sizes. There are PBC one or 1 1/2 liters priced at where 2 liters used to be. Obvious margin reduction or a passing of prices on. Some experiments were made with bottle-shaped tins, like what you see in the energy drinks. They can innovate with plastic, glass, or paper in future.

    I more agree with David's comments below, but agree that Seeking is watching a key input cost! Bahamas1 go easy on the guy, this is something to keep an eye on, if not the whole picture!

    Others note that the major companies also bought out OJ makers and routinely gobble up those drink factories making juices and waters, so M&A can help against a negative argument there.

    Just my 12 oz.,
    AK
    Oct 11 09:49 AM | 1 Like Like |Link to Comment
  • Obama And Lew Say This Is Serious - Are They Just Grandstanding Or Is This Time Different? [View article]
    I find it 'funny' that this is a list largely of U.S. states that TAKE more Federal dollars in than they give BACK. This self-making deficit is largely because of rural areas. I'll bet the scale and size of cities fools a lot of people who can't look at per-capita instead of bulk amounts. Yet your anti-government radical will spring from these same places!

    Very self-inflicting.
    Oct 6 06:38 PM | 11 Likes Like |Link to Comment
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