SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mr.Gogo who wrote (39705)10/17/2010 7:26:00 AM
From: Madharry  Read Replies (2) of 78731
 
I think Hussman is grasping at straws to some extent to try to explain away his poor performance. A much more compelling argument is that in todays market you can put together a portfolio of large cap stocks with significant exposure such that the dividend yield and most certainly the free cash flow yield is higher than the 10 year bond. That would argue in favor of selling bonds and buying these stocks at the very least.

My two bit analysis of the market and the economy is that corporations are doing well. 20% of the US population is not. on the other hand that some segment of that population is on medicaid, food stamps, and probably living housing free from not paying their mortgages and not paying their credit cards either.
Its hard to tell when that party will end but I dont like financials here. OTOH I continue to like GOOG IBM YHOO.

As for slw the performance has exceeded expectations, way back when I think the stock was around $11, I did some analysis and projected that at the silver price of $20 the price of SLW would be worth more. I thought I posted a link to a recent presentation of the CEO. I have not analazyed the balance sheet as this company is about the future projected cash flow from silver that will be purchased at $4 an ounce from some of the worlds largest mining companies. I am looking at this as a large cap leveraged alternative to owning silver and thats about it right now. Off the top of my head I would say its not the bargain that it once was and its probably close to fair value now. But I believe that the gold/silver uptrend remains intact so I am holding.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News