tag:blogger.com,1999:blog-22646804.comments2023-10-05T08:54:28.868-07:00Confused CapitalistJay Walkerhttp://www.blogger.com/profile/09864804379266346012noreply@blogger.comBlogger275125tag:blogger.com,1999:blog-22646804.post-47678763773449273252014-12-26T08:21:49.135-08:002014-12-26T08:21:49.135-08:00This comment has been hidden from the blog.Jim Bauerhttps://www.blogger.com/profile/01006512813543822031noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-9260630904137538762014-11-11T12:38:53.804-08:002014-11-11T12:38:53.804-08:00Education helps some and some can't be helped....Education helps some and some can't be helped. Next. Rich dad books open your mind to riches that are available. Now it's up to us.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-22646804.post-10760357242138893702013-09-01T23:54:27.055-07:002013-09-01T23:54:27.055-07:00This is gorgeous!This is gorgeous!Charlenehttp://thesteammop.info/noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-78724364954778482652013-03-17T08:21:26.835-07:002013-03-17T08:21:26.835-07:00This is my first time i visit here. I found so man...This is my first time i visit here. I found so many entertaining stuff in your blog, especially its discussion. From the tons of comments on your articles, I guess I am not the only one having all the enjoyment here! Keep up the good work.international financial advisorshttps://www.devere-group.comnoreply@blogger.comtag:blogger.com,1999:blog-22646804.post-48739489841891312792012-10-16T05:27:51.237-07:002012-10-16T05:27:51.237-07:00Hi Anon,
In your example, the reciporal of the bo...Hi Anon,<br /><br />In your example, the reciporal of the bond rate would be 1/0.06 = 16.667. So under your example, you'd be searching for something with a PE lower than the 24 of the market,and the 16.67 of the bond reciporcal.<br /><br />JayJay Walkerhttps://www.blogger.com/profile/09864804379266346012noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-83574310285108605012012-10-08T18:26:28.818-07:002012-10-08T18:26:28.818-07:00I am confused on calculating reciprocal of the bon...I am confused on calculating reciprocal of the bond rate described in the book. If in the book the market's P/E is 24 and long term bonds yield is 6% where the number 18 came from. I do not see the relation, or I am missing something. Can you help? ThanksAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-22646804.post-29141057435901730712011-11-05T01:59:52.446-07:002011-11-05T01:59:52.446-07:00Very great article.Very great article.Term Papershttp://www.berkeley-term-papers.com/noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-7659324552041557332011-09-07T23:05:58.030-07:002011-09-07T23:05:58.030-07:00Hey this is a really cool posting! ThanksHey this is a really cool posting! Thanksterm papershttp://www.ghostpapers.com/custom-writing/term-papers-writing-service.htmlnoreply@blogger.comtag:blogger.com,1999:blog-22646804.post-36437218103595155512011-05-15T19:03:32.312-07:002011-05-15T19:03:32.312-07:00Huh, I learned how to get rich from his books. bo...Huh, I learned how to get rich from his books. bought my first property 5 years ago and now have 5! To each his own.drewnoreply@blogger.comtag:blogger.com,1999:blog-22646804.post-21540456103326170202011-03-12T01:31:34.737-08:002011-03-12T01:31:34.737-08:00Hi Jay,
Inflation is a problem worldwide, but Food...Hi Jay,<br />Inflation is a problem worldwide, but Food inflation would have a greater impact on the developing markets. For example United States only spends on average 10% of income on food, while a developing country like China spends almost 40%. I'd be watching this space closely going forward. <br /><br /><a href="http://theintrinsicvalue.com/research/food-inflation-how-much-percentage-of-income-is-spent-on-food" rel="nofollow">The Intrinsic Value: Food Inflation Problem</a>Intrinsichttps://www.blogger.com/profile/07652406279029359329noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-12585959704232843832010-10-16T10:36:26.351-07:002010-10-16T10:36:26.351-07:00Overvaluation is the primary cause. Investors beco...Overvaluation is the primary cause. Investors become too enthusiastic about growth prospects, usually, and overpay. When growth inevitably slows across a sector, valuations become more rational.Jay Walkerhttps://www.blogger.com/profile/09864804379266346012noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-1190597337538951382010-10-13T12:39:54.861-07:002010-10-13T12:39:54.861-07:00This is an interesting correlation, but what is th...This is an interesting correlation, but what is the causation? A generally overzealous investing public?Garage Guyhttp://racedeck.comnoreply@blogger.comtag:blogger.com,1999:blog-22646804.post-47796415539466366482010-08-27T13:30:55.359-07:002010-08-27T13:30:55.359-07:00woohoo! Thanks Jay, I will contact you (and see i...woohoo! Thanks Jay, I will contact you (and see if I can update my profile too).Rickhttps://www.blogger.com/profile/14737612355649780676noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-4206475923811887702010-08-26T17:11:01.271-07:002010-08-26T17:11:01.271-07:00I shouldn't have spoken so quickly Rick. I see...I shouldn't have spoken so quickly Rick. I see that you do not have an email address in your profile.<br /><br />Please send me an email at:<br />bloggering (at) hotmail.com and advise which book you would like, and what your address is.<br /><br />Congratulations!<br />JayJay Walkerhttps://www.blogger.com/profile/09864804379266346012noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-53637513697909061592010-08-26T17:05:38.976-07:002010-08-26T17:05:38.976-07:00And, we have a winner folks. Rick has correctly id...And, we have a winner folks. Rick has correctly identified the speaker of the comment and the asset class. <br /><br />What Rogers is saying here, is that if the emerging economies continue their assent - and with it demand for commodities - then commodities prices will continue rising, even if inflation is benign. This is the optimistic scenario<br /><br />On the other hand, if inflation starts to run away, due to the extremely high levels of monetary and fiscal stimulus (the pessimistic scenario), then the only thing that'll hold their value, are "real" assets, namely commodities and possibly real estate.<br /><br />Congratulations Rick, I will contact you shortly to obtain your address and find out which book you would like.Jay Walkerhttps://www.blogger.com/profile/09864804379266346012noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-79752610417146535202010-08-25T20:59:45.697-07:002010-08-25T20:59:45.697-07:00Hi Thomas,
Thanks for coming by. I do have a spor...Hi Thomas,<br /><br />Thanks for coming by. I do have a sporadic posting history for sure; perhaps that'll change going forward. If you are looking for climate change stuff, you might also check out my other blog, the Agitated Ecoist, as I'll do some big picture thinking on climate over there from time to time. <br /><br />Thanks for coming by.<br /><br />JayJay Walkerhttps://www.blogger.com/profile/09864804379266346012noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-11436439591216681822010-08-25T09:24:59.860-07:002010-08-25T09:24:59.860-07:00I always likw to hear what Rogers has to say.I always likw to hear what Rogers has to say.Thomas J Vennerhttps://www.blogger.com/profile/13098211700518302618noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-31384483436812186002010-08-24T08:48:47.401-07:002010-08-24T08:48:47.401-07:00This looks like Jim Rogers talking about commoditi...This looks like Jim Rogers talking about commodities?Rickhttps://www.blogger.com/profile/14737612355649780676noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-8205253751121777622010-07-22T10:36:06.713-07:002010-07-22T10:36:06.713-07:00Jay, thanks, I appreciate your expanding the topic...Jay, thanks, I appreciate your expanding the topic...I will look into Peters' book!Rickhttps://www.blogger.com/profile/14737612355649780676noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-78246179527113829552010-07-21T21:15:29.231-07:002010-07-21T21:15:29.231-07:00Hi Rick,
So what I am talking about are companies...Hi Rick,<br /><br />So what I am talking about are companies that are both paying a reasonably significant dividend (today, I'd peg that as starting about 2.5%) and are furthermore growing their dividend annually by an amount more than inflation, but perhaps by less than their earnings are growing. Also, it's important to keep in mind that different sectors have ratios of dividends to earnings that shouldn't be exceeded. <br /><br />Josh Peters of Morningstar has written a very nice book on this, which I recommend: The Ultimate Dividend Playbook. For something straight-forward and practical, it probably doesn't get much better than his book.<br /><br />Dividends are ultimately in so many ways linked to wealth creation, that they simply cannot be ignored, except by all but the most wild-eyed, speculative, OR extraordinarily knowledgeable investors who specialize in a single sector.Jay Walkerhttps://www.blogger.com/profile/09864804379266346012noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-11638293050118320892010-07-21T10:27:02.666-07:002010-07-21T10:27:02.666-07:00Glad to see you are posting again. Can you speak ...Glad to see you are posting again. Can you speak more to 'dividend growing companies'? What criteria do you have in mind?Rickhttps://www.blogger.com/profile/14737612355649780676noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-34713909695200503802010-07-10T14:25:54.256-07:002010-07-10T14:25:54.256-07:00Yes, Neil,
this is a worthwhile point in pursuing...Yes, Neil,<br /><br />this is a worthwhile point in pursuing. Basically, I was speaking about what I call "investment assets" (ownership of a business in some form or another), rather than "savings assets" (eg cash, T-Bills, high quality bonds, etc.). <br /><br />Your last paragraph hits the nail on the head.<br /><br />Thanks for coming on by.<br /><br />JayJay Walkerhttps://www.blogger.com/profile/09864804379266346012noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-87794849891957393772010-07-10T14:24:14.947-07:002010-07-10T14:24:14.947-07:00This comment has been removed by the author.Jay Walkerhttps://www.blogger.com/profile/09864804379266346012noreply@blogger.comtag:blogger.com,1999:blog-22646804.post-88341611993978919672010-07-09T23:10:53.592-07:002010-07-09T23:10:53.592-07:00This post seems to define diversification very nar...This post seems to define diversification very narrowly - basically diversifying within the confines of the stock market. Which isn't diversified at all.<br /><br />Owning different assets is what provides true diversification. Government bonds do well in most crashes. Sometimes gold does well. No matter the case, money has to go somewhere when it's pulled out of the stock market.<br /><br />But no matter what the diversification strategy, having the cohones to rebalance and buy the declining asset while selling the increasing one is what keeps your returns more stable.Neilnoreply@blogger.comtag:blogger.com,1999:blog-22646804.post-69846845035775783422009-09-26T09:49:22.141-07:002009-09-26T09:49:22.141-07:00Hi, just a question that maybe someone can answer:...Hi, just a question that maybe someone can answer: For a Canadian investor who is comparing iShares EEM vs. XEM to be held in an RSP, what are some things to consider before making a choice? Obviously there's the USD exposure with EEM, and a slight difference in fees, but how about things like tax implications(if any from foreign ETFs held in an RSP), or other considerations? Your input would be greatly appreciated!Anonymoushttps://www.blogger.com/profile/04471046896624919336noreply@blogger.com