Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (3306)	8/10/2015 11:13:08 AM
From: Kirk ©	Respond to of 26635

Yeah, my joy increases when what I own goes up in value be it from reinvested dividends or pure capital gains. excerpt: My largest stock holding is IBM Corp. (NYSE:IBM), and I'm happy about that. And, when the price drops, my joy increases, because I am a net buyer of IBM stock and therefore it's been impossible for me to lose any real money. Hmmm. I guess the guy is unaware of "mark to market" accounting for calculating net worth. You cannot lose if you don't sell and the business doesn't go bankrupt, especially if you're collecting dividends. Perhaps it is the sign of a bottom and a good time to buy back some IBM when articles like that get posted. It is as if they are trying to purposely discredit the stock. 116 comments. All the proof I need much of what is written on the internet is to garner hits. That is a great table showing share count vs time. I like how it looks like over 80% of the buybacks came at lower than current prices so those with the dividend make holding IBM probably better than holding cash. At a forward PE roughly of 10... it isn't a bad buy here. Maybe I should start reinvesting dividend again. Jeeze... all my shares are college graduate age, purchased between 1992 and 1994. I sold some at ~$180 in late 2011... and still have a fairly large position paying a nice dividend, but I've been spending the dividend and using my cash to buy other stocks when they dip into buy zones.

To: Gottfried who wrote (3306)	8/10/2015 11:16:52 AM
From: Kirk ©	1 Recommendation Recommended By Gottfried Respond to of 26635

BTW, have you noticed that the management book cycle has changed? It was popular to buy companies to get bigger in the 2000s.... now several of the companies I've made good money on in the past that are or were in the DOW and pay huge dividends are breaking themselves up to be "more focused" on their core business that has growth. C, GE, HPQ and IBM are four at the tip of my tongue that have gotten much smaller via spinoffs and asset sales.

To: Gottfried who wrote (3306)	8/12/2015 11:26:48 AM
From: Kirk ©	Read Replies (2) \| Respond to of 26635

This is probably the news that has Intel up on a big down day for the market TSMC board approves US$1.2 billion for advanced technology capacity expansion Aug 11, 21:45 Jessie Shen, DIGITIMES, Taipei [Tuesday 11 August 2015] .... The board of Taiwan Semiconductor Manufacturing Company (TSMC) has approved capital appropriations of approximately US$1.237 billion for expanding capacity for advanced-node manufacturing, and packaging and assembly, as well as converting certain logic capacity to specialty technologies, and R&D capital investments and sustaining capital expenditures.