Ambil Kembali

Ambil Kembali
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  • Why Pepsi Is A Core Holding In My Portfolio  [View article]
    Yes nice article. Many of your points fit A.K.'s reasoning for PEP.
    However, sometimes I personally put a warning flag on Russian things, and a separate one for Dairy - within the consumable groups.
    Now PEP has, as you said, a
    'Russian dairy goods company' within it.
    Izze soda reflects the Whole-Foods isle discretionary within the "drink portfolio" now-a-days. For me a shock of russian cheese-drink factory is balanced so far.

    Disclosure ( both KO and PEP, lately balance shifting towards the latter)
    Sep 4, 2011. 11:40 AM | Likes Like |Link to Comment
  • Whither T-Mobile USA?  [View article]
    There were pro-job noises from the Telcos in question - sort of a bribe now that the chips are down come to think of it and the cat's out of the bag. A claim of a good thing doesn't balance out the force of existing rules.
    Sep 1, 2011. 05:05 PM | Likes Like |Link to Comment
  • A.K's Powershares (and ETF) test portfolio and analysis p.2  [View instapost]
    Actually, I put in a wrong 'Price paid'. All are in the green even through Aug 2011's rough patch.

    (Best is still PDP; DWA's Technical Leaders. WTG chart-systems!)
    Aug 15, 2011. 04:55 PM | Likes Like |Link to Comment
  • A.K's Powershares (and ETF) test portfolio and analysis p.2  [View instapost]
    At last, moved this here to S.A's Portfolios to track. As could be expected, lately the PWC part of the 4 major ETFs is bringing it down this fine August week. (And I did not find a way to show it "held" about 800 USD in cash ready to use. Strategically I'm dubious about putting this into the Dynamic ETF. It might make more sense to wait for the Value portion to be worst performer and add to it in the future.)
    Aug 14, 2011. 04:27 PM | Likes Like |Link to Comment
  • On Zero Hedge's S&P 500 Conspiracy Theory - An Alternate Explanation  [View article]
    8/4/2011 - Zero Hedge website is suffering an outage. (Outrage?) This is either a bug or some over-trafficed website thing or indeed a blockage of the precious metals coordination the hedgers over there combine to do (by having similar opinions). Or both.

    "They" did not take S.A. down merely because it is not a useful place to get advice :-) Kidding.

    EDIT : actually it is just very very very slow to me. (Blogging people and opinions take up resources)
    Aug 4, 2011. 02:37 PM | Likes Like |Link to Comment
  • Wynn Resorts (WYNN): Q2 EPS of $1.60 beats by $0.57. Revenue of $1.4B (+32.3% Y/Y). Shares +1.3% AH.(PR)   [View news story]
    On the contrary, Steve Whine is just sucking up to the big spenders. Far too many plutocrats are sitting on their dough and not visiting Vegas. Too many little spenders are either fired by CEOs or not of a gambling mentality like a typical working stiff.

    It's ironic that what he whines about is fiscal responsibility, he runs a skimming operation that produces nothing - height of irresponsibility with money! Tea Party can't help him either, they're tightwads.
    Jul 19, 2011. 09:39 AM | Likes Like |Link to Comment
  • 2 Widely Held Losers to Cut Loose and 1 to Buy Now  [View article]
    Besides "2 Widely Held Losers to Cut Loose and 1 to Buy Now"
    on Fri, Jul 15 • T, EBAY, LUV
    This year, Larry has commented on the following:
    on Fri, Jul 15 • AMZN, AAPL, GOOG
    on Wed, Jul 13 • IWS, CBS, TUP
    (TUP interesting, years ago much better value, it grew!)

    on Mon, Jul 11 • IWP, AHT, CPRT
    on Fri, Jul 8 • CLX, PEP, SYY
    on Thu, Jul 7 • IWF, AMZN, AAPL
    on Wed, Jul 6 • DIS, GE, KO
    on Tue, Jul 5 • PTH, BIIB, MCK <---- Drugs.
    on Thu, Jun 30 • DELL, DTV, PEP
    on Thu, Jun 30 • NFLX, JNJ, RAD
    on Sun, Jun 26 • AEA
    on Thu, Jun 23 • ARCC, CODI, FSC
    on Wed, Jun 22 • AMGN, TEVA <--- Drugs again
    on Tue, Jun 21 • DVY, CVX, ETR
    on Mon, Jun 20 • COCO, CRR, TYC
    on Mon, Jun 20 • HRB, ANF, LUV
    on Thu, Jun 16 • HPQ, KO, MCD
    on Wed, Jun 15 • IMAX
    on Wed, Jun 15 • CPRT, ALL, PGR
    on Tue, Jun 14 • PPDI
    on Mon, Jun 13 • DLTR, NDN, DG <--- Cheap stuff stores.
    on Mon, Jun 13 • LVS, MGM, WYNN <--- Casinos. Not my cuppa.
    on Sun, Jun 12 • LUK, BRK.B •
    on Fri, Jun 10 • AHT, GS, SHO •
    on Thu, Jun 9 • GS, EDMC
    on Wed, Jun 8 • IMAX
    on Tue, Jun 7 • COP, CVX, BP
    on Wed, Jan 26 • DTO, SLV, ZSL

    Mr. Meyer's best is BDCS's, Disclosure for me - CODI held.

    Some of these are 'building a portfolio' type articles - context important. I'm fond of keeping a Telco in my mix as well, and was indeed wondering if T needs replacing. Too bad DT delisted in the US, but maybe in future the German-run EuroNYSE will correct that?
    Other phone stuff worth investigating, VOD and TEF. Hate Sprint, but it may be okay later on.
    Jul 15, 2011. 03:23 PM | 1 Like Like |Link to Comment
  • Navigating the Wild, Wonderful World of Canadian Corporations (Formerly Trusts)  [View article]
    Didn't see the major correction this article needed.

    Rick Mercer is himself Canadian. The quote from him, obviously, is that U.S.A seems to deserve a smack!

    Otherwise, quite quite and carry on.
    Jul 11, 2011. 05:46 PM | 1 Like Like |Link to Comment
  • 10 Reasons General Electric Is 25% Undervalued  [View article]
    - roisescenario. It's not only too complex to analyze, the large group of investors & traders who think exclusively in pigeonholing things are totally boggled. It must be the core of why it looks like a financial company to such persons.

    One thing about Mr. Buffett, he seems to invest in things that, if he goes into their reports, he (and hopefully we) will see the big picture on what's selling, shipping, and growing. And of course where!
    Jul 5, 2011. 01:50 PM | Likes Like |Link to Comment
  • ETF mostly-Powershares test Portfoliation  [View instapost]
    Adding a better look from Yahoo's paper-trade with a
    snapshot "page 2" of this blog.
    Jun 24, 2011. 01:30 PM | Likes Like |Link to Comment
  • Is Pandora Worth $2 Billion?  [View article]
    Listening to Slacker here - every 15 (?) minutes an interruption ad sounds off. I expect they finely judge the annoyance factor and maximize bang for buck.

    Disclaimer: not a big fan of marketing & ads - because I know how they work too well.
    Jun 15, 2011. 02:26 PM | Likes Like |Link to Comment
  • Putting Lipstick on a Pig  [View article]
    What do Salesforcers make or do? They contribute nothing to the real ecomomy! It seems to me that they have just bought old file-sharing software and use it in the field of marketing. And it feels intrusive btw.

    To foil their tracking of your habits, I advise you go to a random website once in a while. Also, buy some random thing that you usually would not.

    Heh heh heh. (Sorry, anarchist urges.)
    Jun 14, 2011. 07:59 PM | Likes Like |Link to Comment
  • Dogs of the Dow Updates and Corrections  [View article]
    The <Reuters quote/> shows that this European company does divs annually, and there is a long time in awarding it. Hard to track correctly?

    'Tuesday, 17 May 2011 02:26pm EDT

    Veolia Environnement announced that the Company has approved dividend for the fiscal year 2010 of EUR1.21 per share. The dividend for the 2010 fiscal year shall be paid to holders as at the close of business on May 20, 2011, and payment will begin on June 17, 2011.'
    Jun 10, 2011. 03:52 PM | 3 Likes Like |Link to Comment
  • ETF mostly-Powershares test Portfoliation  [View instapost]
    Thanks! Actually I had had XPH for a while. Used LIFO to raise cash with it well before its current (June 2011) difficulties. Modest gain.

    Personal holdings for A.K. are informed by components of the main 4 ETFs, and in that fashion considered to be fairly well diversified (except not at all in the drugs at the moment)

    Take care out there!
    Jun 9, 2011. 12:12 PM | Likes Like |Link to Comment
  • LinkedIn's Valuation Is Unjustifiable  [View article]
    It seemed to this humble observer that the advertising world is bubble-prone and at the mercy of changes. However, they seem to hire the best press flacks in-house for free. And they hype like mad!

    I have to confess that I don't exactly know what these (box) twitter (box) facebook (box) linkedin buttons lead to at the bottom of the text entry panel. Must assume it is advertising.

    Anyway, re-reading WPP's 2009 report shows that things are not always what they seem. The "fluff" for the real economy is the "solid booked profit" on the report of the SG&A creator. Sir Sorrell's company also explained sneakily that WPP itself has "goodwill" even though it manages others' intangibles. There's just no solid price to put upon the human-to-human sort of networking.

    I'll agree with pro-LinkedIn boosters that it has "incalculable" value in it. Just define the value in a mass-agreement (like many other things)
    May 31, 2011. 12:55 PM | Likes Like |Link to Comment