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.
Politics : A Real American President: Donald Trump -- Ignore unavailable to you. Want to Upgrade?


To: DMaA who wrote (286451)6/18/2021 2:39:47 PM
From: Thehammer1 Recommendation

Recommended By
Honey_Bee

  Respond to of 458331
 
think it depends on the type of business

Really? Isn't business business? What the hell is the difference as long as you're successful?

Ok, now you know I'm an idiot.



Depends how metric driven your investment decision process is. Some businesses are better evaluated on a cash flow basis as opposed to earnings. Industrials tend to be cyclical and often retrench a huge potion of their market gains. Better to buy at the trough. Different dynamics tend to drive different sectors. health care companies' earnings(and future earnings) are very dependent on their pipeline and whatever is coming off patent. Commodities such as petroleum also bounce quite a bit based on supply and demand.


If you are happy then who cares? One size does not fit all. Folks find hat works for them. I am not as rule-based as many. Some will automatically sell if a dividend is cut. T will cut the div based on their projections once the two businesses are separated. I'm taking a wait and see approach..