Wednesday, July 23, 2014

Facebook!

$FB – Facebook earnings after the closing bell. I still believe this will be a huge growth stock over the next 10 years and I am long. The stock has had a great run recently. I always get a little worried when I see enthusiasm and a stock run ahead of an earnings date. I do expect volatility. There are a lot of non-believers and skeptics, which are also needed.

(I remember of being skeptical of $AAPL – Apple stock as it made its huge run over the years.)

Thursday, July 17, 2014

International Turmoil

$RBL $ERUS $RSX - Forget the earnings reports! The market is being driven by international news headlines! The Russian ETFs took big 7% hits today!  The Malaysian Airlines plane shot down and the US imposing sanctions on the Red Bear today was enough to make investors skittish on Russian stocks, and also sent the US market down.

This could get interesting.

If you have Windows 8, open this in Finance.

Sent from Surface Pro

Wednesday, July 16, 2014

‎Technology Dividend ETF

$TDIV - Dividend growth, tech style!

"One ETF that is set to benefit from both of these announcements ($INTC, $AAPL and $IBM) is the First Trust Technology Dividend ETF (NASAQ: TDIV). This fundamentally weighted ETF tracks approximately 90 stocks in the technology and telecommunications sector that are focused on returning value to shareholders through dividend and share repurchase strategies."

I think this is an interesting way to play dividend growth.  The expense ration is a little higher than I like at .5%, but it does hold a big basket of tech stocks.

I am adding TDIV to my watch list!
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Technology Dividend ETF Gets Earnings Season Boost

David Fabian

Benzinga - Benzinga - ‎Wednesday‎, ‎July‎ ‎16‎, ‎2014

Earnings season in the technology space received a welcome surprise from Intel Corporation (NASDAQ: ...

If you have Windows 8, open this in Finance.


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‎Economy Heating Up During Summer‎

$SPY - Usually, the in-between election year sees a significant stock market correction.  Usually, the market is weakest from May to October and the phrase "sell in May and go away" was also a prudent investment strategy.

Not this year.  At least not yet.  The news is almost nothing but positive.  Even Fed Head Janet Yellen was talking about lofty stock valuations (aka "bubble") in some social media and small biotech yesterday while she was up on the Hill.

Buy. Buy. Buy.
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Economy Heating Up During Summer

Alan Zibel

The Wall Street Journal. - The Wall Street Journal. - Thu Jul 17 00:21:21 UTC 2014

Economic activity in recent weeks got back on track after a rough start to the year, with the labor ...


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‎Corporate Tax Inversions

#taxinversion - Well, President Obama wants to do something about the US corporate tax rate: Make companies pay it!  Companies have the responsibility of making profits for shareholders, and are trying to reduce expenses by merging with companies overseas where there are lower corporate tax rates.

Say, Mr. President, why not lower the US corporate tax rate to make the US more attractive to companies?  Hmm?
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Corporate Tax Inversions Will Cost U.S. Billions — and We'll All Pay

By Phil Terrigno

Fiscal Times - Fiscal Times - Wed Jul 16 20:45:00 UTC 2014

The hottest trend in corporate America could prove to be extremely costly for the United States. ...

If you have Windows 8, open this in Finance.


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Tuesday, July 15, 2014

Tuesday Randomosity

  • $SPY - The stock market reversed early gains today after Fed Head Janet Yellen indicated that some equities may be in a bubble. Hey but the economy is fine, the Fed will continue stimulus but still plans on ending it by October. Oh, and rates will remain low. 
  • $MSFT - Microsoft to announce job cuts this week.  
  • "Tax inversions" still in the headlines as US companies try to avoid the high 35% domestic tax rate for lower rates abroad.  Why not lower the US corporate tax rate?
  • $INTC - Intel beat earnings today. That was good for about a 4% pop after hours. 
  • $YHOO - Yahoo down around 2% after reporting earnings and lackluster ad revenues. Hmm.  Are folks going to pile into this for Alibaba or is the best way to play Alibaba just to buy Alibaba?  
  • Still long the market with a little cash.  Not much.  Market valuations measured by PE is right near historical averages.  It would be good to see profits grow rather than PE multiples to continue to expand. 

Wednesday, July 02, 2014

John Maynard Keynes Investment Strategies

$DIS $JNJ - Investing lessons from John Maynard Keynes. This is pretty good - just think about it.  Think of stocks like Disney and JNJ and wonder why the heck those should be "buy and hold forever" in the portfolio.
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The Best Investing Lessons from a Legendary Economist

John F. Wasik

Fiscal Times - Fiscal Times - Thu Jun 12 12:00:00 UTC 2014

When it comes to the great economist John Maynard Keynes, there are few agnostics. Americans either ...

If you have Windows 8, open this in Finance.


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