If your stocks are languishing today, that’s because investors are, ever so quietly, shifting focus away from high growth into stodgy dividend payers and traditional businesses. At the moment, the whole “social scene” isn’t quite working. Oil and gas has been hit or miss; but CHD and KMB have been on steroids.
Going into the month of May, look for more of the same, as people move away from risk into reliable names, like K, GIS and KO. Now that I have more than 50% of my assets in cash, I intend to put my money where my mouth is and begin a campaign of buying some “stodginess” on Monday. In addition, the refiners are a go, providing Brent-WTI spreads can sustain $15, which I think can easily be accomplished.
I have to run along now but that’s where my mind is for the moment. PPT members can find my watchlist titled “Immediate buy list.”
Ciao (the most annoying form of goodbye)
50 Responses to Time to Change
Today is just IMF talking about how China will give them 60Billion and a few billion from the rest of the BRIC’s. But, what that lame Bloomberg Headline failed to mention is that China with the other BRIC’s have gotten together and said they would only kick in if IMF gives them more power. That is why you aren’t seeing a official statement yet. Flash PMI’s come out Sunday night, fwiw. These stimulus rallies, as you know, I so dislike.
Buying $RBY $NUGT adding more $EXK.
For chrissakes folks, lighten up, it’s almost the weekend…………
A fleeing Taliban, desperate for water, was plodding through the Afghan desert when he saw something far off in the distance. Hoping to find water, he hurried toward the oasis, only to find a little old Jewish man at a small stand, selling ties.
The Taliban asked, “Do you have water?”
The Jewish man replied, “I have no water. Would you like to buy a tie? They are only $5.”
The Taliban shouted, “Idiot! I do not need an over-priced tie. I need water! I should kill you, but I must find water first!”
“OK,” said the old Jewish man, “It does not matter that you do not want to buy a tie and that you hate me. I will show you that I am bigger than that. If you continue over that hill to the east for about two miles, you will find a lovely restaurant. It has all the ice cold water you need. Shalom.”
Cursing, the Taliban staggered away over the hill. Several hours later he staggered back, almost dead & said,
“Your brother won’t let me in without a tie!”
Now that cracked me up!
+10 great joke I can repeat at dinner.
Sweet James Jones joke
Taqiya, by the way, is arabic for the practice of lying by Muslims to non-Muslims (pretending not to be one for example (Obama) or making false peace treaties (as was done when Muhammed murdered the tribe of Quresh in the middle of peace negotiatiations and later enslaving the women and children of the men whose heads were chopped off.
As GI Joe says: Now ya know…
the most 2 faced people i know!!!!!!!!!!!!!!!!
I made my paycheck for the week. Time to watch the French fuck themselves over the weekend.
Investors do indeed hide in dividend stocks when the market looks bearish. This is because they believe that the 2% or 3% dividend is going to cushion them against a decline. Usually not so. If the decline were going to be that tiny, they may as well hold growth stocks through the dip and end up better off in a few weeks.
The reason I prefer to invest in dividend payers isn’t that I think the divvy provides a cushion in itself, but a rising yield can act as a bit of a brake to the falling share price by drawing in the income hungry. They also tend to be the largest,and most stable companies.They are also excellent investments for plebians such as myself insofar as we don’t always have access to a trading screen to jump into or out of more volatile issues. In Canada, mutual funds charge around 2.5% or more in MERs and often the bulk of their assets are invested in the big 5 banks. The bulk of my retirement funds are invested in American blue chips (T,MO,PFE,INTC,MSFT,GE,WMT,JNJ,KFT,ABT) All spit out dividends, none are in the red, and my best performer is INTC @ 43% over about 24 months,with JNJ flat over roughly the same time frame. Best thing is, I sleep like a baby.
Not to disturb your rest but don’t forget about the FX risk as US$ declines relative to C$…
I have considered the currency risk.My US holdings were purchased near par, and even though America is doing everything in it’s not inconsiderable powers to devalue the living fuck out of her currency in order to dine n’ dash on the Chinese; when the shit hits the fan, the USD reigns supreme.The guy with the nukes and the carrier groups has a currency worth something cuz HE FUCKIN SAYS SO! Also, I only hold US shares in my registered accounts; my cash account is larger, and all-Canadian.
I can’t wait for the DnD…
I use the dividend payers as part of my long term strategy. I find it difficult to actively manage all of my capital, I’m far too small to had off a chunk to a manager that probably will suck, and I find mutual funds a waste of time and fees. I used to use funds effectively at major market bottoms, but that was before the ETF explosion. I built core positions in a bunch of preferreds at the end of 2008 and 2009, when there was blood and people thought they would be zeroed out. I’ve added beaten up REITS near the bottom of their cycles when they weren’t paying dividends. So far the strategy has worked nicely (Thanks JakeGint for the early ideas), but I will only buy or add to the preferreds when they are beaten up and the yields are outsized. Patience is key and a tax advantaged account is a plus for the REITS.
My vote for new tabbed blogger is HenryFool. I like his style (no homo).
Henry was a tabbed blogger until he Imax’d himself.
How did you start to learn the ropes from investing? Where can I start?
I am currently trading but it seems like I am throwing money into the fire.
Poke around here. I told my story before.
The head of the bank of Canada has indicated a rate rise lies ahead. Won’t that cause the dividend stocks to lose value?
Decent dividend stock pay over 4% annually,
and dividends are taxed at half the rate as interest income. Also, good dividend stocks raise their dividends regularly.
When you see money market rates at 4% and 5-year rates at 5% and ten year rates at 6%, then maybe you will see dividend payers drop.
There is plenty of time to watch for that.
So how about they tax Roth’s at 2% ,ditributed or not, take 2 years to pay for Chinese take out, 2 years on Social Security, 6 months on natural gas, 5 years on the national debt,and kick some serious ASS ?
Saudis in Audis:
Translation, please. They can’t tax Roths.
If the USA could do that, why not simply repudiate all debt, private and government,
and all derivatives?
And FUCK Europe and Asia.
because we pay our bills ….
Fly, Actually, for Goodbyes..this Russian DJ I knew had even a better one..
“ciao, arruvederci, goodbye Joe” he said it everytime he would leave.
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