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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?


To: mishedlo who wrote (9764)7/23/2004 5:24:37 PM
From: Haim R. Branisteanu  Read Replies (2) | Respond to of 116555
 
was thinking of another possibility - MSFT dividend may be added to the mix - does any one know when the dividend is payable and in what are the $56 billion of MSFT invested for a 7% yield ?

At $3 per share this works out to over $31 billion payout (total shares outstanding 10.8 billion)



To: mishedlo who wrote (9764)7/24/2004 12:28:34 PM
From: Steve Lokness  Read Replies (1) | Respond to of 116555
 
<<Especially Lumber>>

Lumber is one of the few things that CAN'T be influenced much by what is happening in other places of the world (Except Iraq, where the gov. buys here and ships to use there). The dimensions are different!! Sooooo, that means if the prices are rising fast, there must be a huge demand (or lack of supply). With all the talk about a slowdown in housing, then why the fcuk is lumber still climbing? I think Mishedlo that your puts are safe. There are so few meaningful players in the lumber market that the only reason that makes sense is that the price is arbitrary!

steve