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curreyr

curreyr
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  • Staples: Even Category Killers Get Killed [View article]
    "I would offer up to you all.. that Staples needs to offer everything Radio Shack does"
    I can't see anything RS offers ...

    "And.. expand into mail box rental and shipping services and postage.."
    UPS franchises own this

    "offer graphic design services with printing and other tech related.. website design... to small businesses."
    THIS I could see as a future plan, but hard to justify 50k sq/ft stores.
    Mar 6 08:29 PM | Likes Like |Link to Comment
  • Why Dividends Matter: A Review Of Recent Research [View article]
    "Say you have 100 shares of stock that is trading at 10, It pays a $1 dividend, the stock now drops to $9. So you have $100 in cash and $900 in stock. That's your asset allocation. Now say the same company did not pay a dividend. It would still be trading at $10. But you need to generate $100 in cash, So you sell 10 shares. You have $100 in cash and your 90 shares are worth the same $900."

    My gawd not this again.

    Larry, you of all people should recognize that "book" is not equal to "value". Sure, the "book" declines with dividends, but that doesn't imply the "value" does.

    I have a tractor that is mark-to-market of $20k. I probably have $40k "invested" (new off the lot, financed at the time, ~10years old, 300 hours). What is it's value? A mark-to-market offer will have me laughing.

    It has paid "dividends" of roughly $60k, so say $6k/yr, nothing saying it can't continue to do the same ... I might take $40k (I could finance that if ya want).
    Mar 6 07:53 PM | 3 Likes Like |Link to Comment
  • Staples Disaster Offers At Least The Potential For Competing Explanations [View article]
    Am I the only one not understanding how the author makes a connection of 'holiday shopping period' and Staples.

    I guess the black friday crowd was 9 people this year vs. 10 last year (a 10% decline).
    Mar 6 06:18 PM | 1 Like Like |Link to Comment
  • Boeing to end pension plans for non-union employees [View news story]
    McNerney joined Boeing as chairman, president and CEO on July 1, 2005.
    Mar 6 06:08 PM | Likes Like |Link to Comment
  • Why Dividends Matter: A Review Of Recent Research [View article]
    advisor4,
    FAST graphs is simply a tool. It presents data with which one can act as they deem worthy. Much like yahoo or google finance are a means of obtaining data.
    The 'worth' some find in the tool is the presentations and such it provides as well as the historical data from CapitalIQ that isn't freely available.

    I'm not a FAST graphs subscriber but I understand the service it can provide.
    Mar 6 02:45 PM | 2 Likes Like |Link to Comment
  • Are VYM And SDY Good Dividend Growth Investments? [View article]
    jcgilbert83,

    It isn't a bad strategy except that the day you decide to sell out and buy up might not be a good day. Your TR portfolio might be temporarily depressed, or the DG equities may be overvalued.

    A better plan might be to transition into DG stocks over a business cycle period (aka 5 or so years). During that 5yr period you can begin to recognize when value is present in a specific DG stock and act accordingly.
    Mar 6 02:40 PM | 6 Likes Like |Link to Comment
  • 4 Ways To Optimize Your Retirement Accounts [View article]
    I would contact the IRA custodian, they are required to do the filing.
    Mar 6 12:37 PM | Likes Like |Link to Comment
  • Vodafone explains how it will dole out Verizon windfall [View news story]
    What is "Tax Cost"?
    Is that their establishment of basis?
    Or, is that their establishment of taxable income?
    Mar 5 04:42 PM | Likes Like |Link to Comment
  • 4 Ways To Optimize Your Retirement Accounts [View article]
    The reality is that individuals need to understand current taxation and make a guess at what their future taxation is likely to be.

    Currently, there are two numbers of importance:
    1) Your current AGI, and an estimate of your future AGI.
    2) Your current taxable income, and an estimate of your future taxable income.

    These numbers differ in what constitutes gross income versus taxable income and changes every year either by tax law changes or personal circumstances.

    For example, itemizing due to deductions you currently qualify for (e.g. mortgage) may differ as personal circumstances change (e.g. standard deduction exceeds mortgage interest payments).

    At this point one can make educated decisions on whether you want to defer taxes (e.g. 401k or Traditional IRA contribution) or pay the tax now without any on withdrawal (e.g. Roth IRA).

    For example, paying 15% tax on qualified dividends now might be cheap compared to the 25% you might pay at withdrawal from a Trad. IRA.
    Mar 5 04:38 PM | 2 Likes Like |Link to Comment
  • Why Dividends Matter: A Review Of Recent Research [View article]
    The jump is that the causal evidence is sufficient for prediction. When it isn't, the hypothesis changes. How many factors today?

    Causal evidence is sufficient for a hypothesis, and yes prizes can be won, but contradictory evidence may invalidate the hypothesis or result in modification. Again, how many factors today?
    Mar 4 06:21 PM | Likes Like |Link to Comment
  • Why Dividends Matter: A Review Of Recent Research [View article]
    Larry,
    "Well I won't debate the use of the term"

    I think you should be careful when referring to "science" or "proof" or "facts".

    "facts" are simply observations (aka "evidence"). In the scientific method, these are the weakest. It is simply an observation that something happened. I can drop a steel ball into a coil of wire, it impacts the coil of wire (fact). I energize the coil of wire, and the steel ball hovers (fact).
    Mar 4 05:12 PM | 2 Likes Like |Link to Comment
  • The Champions, Contenders And Challengers List: A 6-Year Review [View article]
    sweeps,
    column AM is the "acceleration", but done for 5yr/10yr (>1 means acceleration).
    Adjust or add a column for the 1yr/3yr (or 3yr/5yr) ...
    Mar 4 04:25 PM | Likes Like |Link to Comment
  • Why Dividends Matter: A Review Of Recent Research [View article]
    advisor4,

    "higher priced stocks" are not always "higher p/e stocks".

    The denominator can also rise. Those are the ones I don't "want to be rebalancing away from".
    Mar 4 02:36 PM | Likes Like |Link to Comment
  • Why Dividends Matter: A Review Of Recent Research [View article]
    "So the studies' validity (or meaningfulness) must be called into question, based on their built-in handicapping of the dividend alternative. "

    I think the points Mr. Fish raises are valid and why I question the results of such studies.

    It would also seem that given such a reasonable (obvious?) questioning of the studies' methodologies, that they would address points such as this (in order to make the results more compelling).

    Also, asset allocation may be important for consistent returns, but that's beyond the topic of equity returns by themselves and the "factors" involved.
    Mar 4 01:35 PM | 1 Like Like |Link to Comment
  • Why Solazyme Rose After Its 2013 Year-End Results [View article]
    "The savvy investor will digest the comments above from Quon and others and filter out the unprofessional personal attacks and paid endorsements from the valid questions and critical thinking."

    What 'paid endorsements' are you referring to? ... It would seem 'unprofessional' to imply something without evidence don't you think?

    "Every biofuel start-up out there has a breakthrough feedstock or process according to their investment brochures and conference calls."

    Since when is SZYM about biofuel? Perhaps at IPO, but they changed that course.
    Mar 1 07:55 PM | 3 Likes Like |Link to Comment
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