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Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
So, GE now up 2.5% after reporting this morning.
Overall market, while still slightly under all time high, continues to brush off concerns, like high flyer valuations, Russian intervention in Ukraine, expected raise in interest rates, GM recalls, e…
Good stuff Brother Scott, as always.
Hey, maybe it's simply that most companies exist to make real money for just the few execs running them.
Period.
They are not really motivated to return value to shareholders, as evidenced by the fact that mos…
GE up after reaffirming 2014 outlook...
GE Reports 1Q’14 Operating Earnings per Share $0.33; Industrial Organic Revenues +8%; 1Q Operating Margins Up 50 Basis Points; Backlog of $245B; Reaffirms 2014 Framework
Fundamental and technical indicators can provide you with situational awareness for when you need to make decisions. Investing is never as simple as putting money in and waiting 30 years. You need to keep buying, rotating, withdrawing, selecting, pr…
I absolutely see and respect the logic behind buy-and-hold.
But, very hard to do during dark times.
And, it is not necessary to achieve healthy returns.
So, personally and generally, I no longer practice it.
No more riding retractions down below…
BAC off 3% this morning after reporting loss due to $6B litigation write-offs. Otherwise, slow but steady improvement.
YHOO up 7% after forecasting growth.
GE due up tomorrow. Well, let's hope it's up!
Very nice sir, yet again.
Even if an investor fears an impending market meltdown, one viable option that is universally available is to do nothing; stay the course.
Kind of reminds me of...
Obi-Wan: Let's just say we'd like to avoid any imperial en…
Good stuff cman.
Not sure I see same lack of production and consumption you see however.
Airlines, restaurants, freeways seem very busy to me.
DC was slammed this past week 'cause of Cherry Blossom Festival, of course. Every hotel, budget and lux…
@catch. I don't know, just been thinking about it lately. Actually, Mebane Faber's book "The Ivy Portfolio" got me thinking about it. So, something I want to explore. Maybe nothing will pop out. But, maybe something will.
Hey, hope all is well.
Hmmm. I think the bubble scenario is that banks, other financial institutions, hedge funds can borrow money at near nothing and invest those funds in higher yielding positions. So, in effect, buying on margin with "Money for Nothing" and "artificial…
I'm thinking of starting a tally on the MFO board of excess return per expense ratio. May be interesting to see which funds deliver highest value for investor expense.
Hi Hank.
Been studying valuations a lot lately.
Pouring through texts and lectures by Aswath Damodaran, Graham and Dodd, and even John Burr Williams. Ha!
There are indeed so many variables.
Example, more than half of the net present value in a d…
