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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Haim R. Branisteanu who wrote (86186)1/22/2012 5:14:26 AM
From: elmatador  Read Replies (1) | Respond to of 217881
 
see if one had liquidate CSCO and bought Vale.
finance.yahoo.com



To: Haim R. Branisteanu who wrote (86186)1/22/2012 5:17:34 AM
From: elmatador  Respond to of 217881
 
How it looks dumping Citibank and buying Itau.
finance.yahoo.com



To: Haim R. Branisteanu who wrote (86186)1/22/2012 5:20:53 AM
From: elmatador  Respond to of 217881
 
Dupont vs PBR
finance.yahoo.com



To: Haim R. Branisteanu who wrote (86186)1/22/2012 3:20:37 PM
From: RJA_2 Recommendations  Read Replies (2) | Respond to of 217881
 
>>2012 remarks - management of all the companies above reap huge compensation on the expense of the shareholder as the shareholders ROI is in most cases negative if adjusted to inflation.

This has been my beef w the market:

Volatility
Management looking out for itself, primarily
Short term thinking (see above)
Valuations based on "growth" or perception of same rather than pay out

Keeping it simple, if a co does not pay dividends, substantial ones with very likely prospects for more over time, what good is it, other than to its highly compensated managers?

This is a solid argument, but over simplified, as does not take into account market psychology & gee whizz bang technology: Ie Apple... Which I still do not own...

But it does explain Nestlé, which if cheap enough rel to dividend, would be a buy.

Still betting on currency depreciation, which seems to tally w history, tho history has by definition a longer life expectancy then moi <g!>.



To: Haim R. Branisteanu who wrote (86186)1/23/2012 4:54:18 AM
From: TobagoJack  Read Replies (2) | Respond to of 217881
 
i observe the obvious, that

(i) existential threat to the euro is over, and it has been decided that the piigs shall revert to their mean

(ii) the unstable equilibrium that is the world's monetary mish mesh shall open for biz in another geography soon enough

(iii) i watch n brief on the yen and the usd, and the non-traded rmb - one or another shall have to devalue against the third. which one against what and when is the unknown.

cheers, tj