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mostserene1

mostserene1
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  • What If My Stocks Crash And Burn? Part 2 [View article]
    Don't understand the mystery. When the market crashes, buy solid dividend stocks that are on sale. Who cares if the value of your portfolio contracts. The great majority of stocks will continue to pay dividends. And it is an opportunity to add to your positions.
    Apr 10 06:03 PM | 3 Likes Like |Link to Comment
  • A Look Inside The Fama-French 3-Factor Model [View article]
    True, Larry.
    Feb 21 10:23 AM | Likes Like |Link to Comment
  • Will The Allure Of Dividend Growth Continue? [View article]
    I sold mine 2 weeks ago, and put the money into VZ. I forgot what the red flag for me was, but it was enough to sell, which I do rarely.
    Feb 20 06:48 PM | 2 Likes Like |Link to Comment
  • Market Bottoms Have 2 Elements: We're Still Missing One [View article]
    Tack, these articles have zero predictive ability. They should be labelled "for entertainment purposes only."
    Feb 20 05:26 PM | 1 Like Like |Link to Comment
  • A Look Inside The Fama-French 3-Factor Model [View article]
    Long Term Capital Management. A group of Nobel Prize winners and other academics thought they could run a Hedge Fund using mathematical modeling based on the EMH.

    They did well for the first two years, then some foreign currency events occurred (we call these exogenous events) and BAM, the government had to bail them out. The genius Nobel prize winners refused to sell out at a discount to Warren Buffett (who has, BTW, personally refuted Fama's EMH model), so they ended up with nothing.
    Feb 20 05:21 PM | 1 Like Like |Link to Comment
  • In Buffett We Trust [View news story]
    As a long time investor in Berkshire (Class A and B), I am confident in the people running the company, and have sufficient transparency for my own decisions. Nothing new in the above article. What would life on SA be without a negative article on Berkshire or Apple?
    Feb 20 05:15 PM | 1 Like Like |Link to Comment
  • In Buffett We Trust [View news story]
    I dispute your mischaracterization. I recognize the language as typical anti-Buffett propaganda.
    Feb 20 05:11 PM | 3 Likes Like |Link to Comment
  • A Look Inside The Fama-French 3-Factor Model [View article]
    Since my voice goes unheard, here is another, more authoritative, opinion on this kind of model:

    http://read.bi/1mfeoOW
    Feb 20 04:39 PM | 2 Likes Like |Link to Comment
  • A Look Inside The Fama-French 3-Factor Model [View article]
    Wow, a quadruple negative! I'm impressed.
    Feb 20 04:35 PM | 4 Likes Like |Link to Comment
  • A Look Inside The Fama-French 3-Factor Model [View article]
    I saw little if any mention of dividends and the extraordinary role they play in successful stocks over the long-term.

    My other comment is that academics, especially Nobel prize-winners, have an abysmal record in investing, and they have helmed Hedge Funds that have declared bankruptcy. For academics, Mr. Market is hardly Efficient. So their theories (I prefer the term hypotheses) may appear attractive to other academics, but for those who actually invest real money in real stocks, caution is warranted.
    Feb 20 03:23 PM | 2 Likes Like |Link to Comment
  • Blackstone still sharply undervauled [View news story]
    Long BX, for dividends and growth.

    I should note that BX is an LP (which I did not realize at the time), so you will receive that special K tax form. Most of the 7% plus yield is taxed as regular income. And the reason some Quote sites show the dividend as 4% and others 7% is that the 4% quotes do not include the capital being returned to the shareholder.

    Growth has plateaued recently, so it is an excellent buying opportunity in my opinion.
    Feb 20 03:14 PM | 2 Likes Like |Link to Comment
  • Optimal Cash Allocation For Dividend Investors [View article]
    The way I do it is to have my dividend stocks in my taxable portfolio, so they are pouring out dividends as income. In my IRA I keep some non-dividend stocks like BRK.B and GOOG.

    PM me for specific questions. I retired early (as did the wife), and our dividend stream is the largest, dollar-wise, of our various SS and pensions.
    Feb 20 03:07 PM | Likes Like |Link to Comment
  • Optimal Cash Allocation For Dividend Investors [View article]
    I also bought GE when it was at 30 many years ago then following the crash, I bought it at 11, 15 17, etc. Bought some the other day when it went below 25. It wasn't the only stock I bought, but one of the ones I add to when the price is right.
    Feb 20 03:04 PM | Likes Like |Link to Comment
  • Will The Allure Of Dividend Growth Continue? [View article]
    Very good points. The "Total Return for 30 years and then switch to DGI" plan sounds simple but execution would be a nightmare.

    Those who espouse the TR strategy - in reality Dividends plus Unrealized Gains/Losses - should think carefully about their future and really have their advisors nail down the details like fees, timing, etc.
    Feb 20 02:52 PM | 1 Like Like |Link to Comment
  • Will The Allure Of Dividend Growth Continue? [View article]
    I did not panic, but rather decided to cut my losses. You see, my core money market fund was paying 5% tax free or whatever the interest rate was at that time.

    Because I had over 100K in cash (at one point 200K), the Fidelity Fixed income guy kept telling me I should move a portion into one of the very safe Bond Funds. At that time the fund was paying something like 7% interest, tax free. So I put in 60K into the Fund he recommended (I forgot the name). When it shrunk to a little over 40K over a period of 6 -9 months, I sold out (because it could have went to zero for all I knew).

    So needless to say, I have had it with bonds.

    Another quick story: my stepfather had a cool million in bond funds (Vanguard), in addition to other investments. After the crash, his bonds shrunk to 50% of their face value and, according to my mother, never recovered. They are not poor, so not big deal, but still....bonds are not as safe as MPTers would have you believe.
    Feb 20 02:44 PM | 1 Like Like |Link to Comment
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