Search found 475 matches

by Smith1776
Wed Feb 19, 2020 6:34 pm
Forum: Gold
Topic: Gold as a diversifier - PP gets a mention
Replies: 9
Views: 250

Re: Gold as a diversifier - PP gets a mention

dualstow wrote:
Wed Feb 19, 2020 5:56 pm
Kbg wrote:
Wed Feb 19, 2020 4:14 pm
My actual mix is 60% Stks/90% bonds/30% Gold
That’s a lot of %!
Maybe it's a leveraged portfolio? :o
by Smith1776
Wed Feb 19, 2020 3:29 pm
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 219
Views: 2615

Re: PP vs Dividend Growth Investing

Mathjak, you've been shadow boxing against an invisible opponent for this entire thread. ???
by Smith1776
Wed Feb 19, 2020 1:57 am
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 219
Views: 2615

Re: PP vs Dividend Growth Investing

Not gonna lie. I had to Google Alvin Lee. I'm so out of the loop.
by Smith1776
Mon Feb 17, 2020 4:50 pm
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 219
Views: 2615

Re: PP vs Dividend Growth Investing

We got great ny pizza .......... I personally am very partial to pineapple on pizza, despite how reviled it frequently is. Almost all pizza toppings are savoury. That's a risk that can be diversified away. Adding a sweet topping like pineapple provides a diversification benefit to the overall flavo...
by Smith1776
Mon Feb 17, 2020 4:36 pm
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 219
Views: 2615

Re: PP vs Dividend Growth Investing

So, who here likes pizza?
by Smith1776
Mon Feb 17, 2020 3:35 pm
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 219
Views: 2615

Re: PP vs Dividend Growth Investing

This thread is honestly just becoming bizarre, circular, and for the most part, pointless. :o :o
by Smith1776
Sun Feb 16, 2020 9:52 pm
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 219
Views: 2615

Re: PP vs Dividend Growth Investing

Are we saying that Venture Capitalists are a special class of investors and that the formulas you have given us do not apply to them? I'm sure we'd all be in agreement that Venture Capitalists are not at all interested in dividends, invest in many companies knowing that the majority of them are goi...
by Smith1776
Sun Feb 16, 2020 9:00 pm
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 219
Views: 2615

Re: PP vs Dividend Growth Investing

Some really excellent points, Xan. I couldn't have said it better myself. While we are on the topic of Buffett and dividends, it may be worth mentioning that in his 1992 shareholder letter, he advocated a particular method of stock valuation created by John Burr Williams in his book The Theory of In...
by Smith1776
Sun Feb 16, 2020 8:27 pm
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 219
Views: 2615

Re: PP vs Dividend Growth Investing

This seems to be one of those debates - abortion, death penalty, slavery, gun ownership - wherein one firmly falls into one camp or the other. I think the real issue is that the debate in this case isn't even real. Mathjak and I are not debating. Just talking past each other. I keep telling him tha...
by Smith1776
Sun Feb 16, 2020 3:46 pm
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 219
Views: 2615

Re: PP vs Dividend Growth Investing

You are misconstruing what I said. If a stock doesn't pay a dividend, the market values the stock based on its ability and capacity to pay dividends in the future . This is why the dividend discount model works for all firms -- even ones that don't pay a dividend. This includes the companies you men...
by Smith1776
Sun Feb 16, 2020 12:32 pm
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 219
Views: 2615

Re: PP vs Dividend Growth Investing

Yes, and those stocks, when the market sees that they have diminishing prospects for ever paying a dividend, fall in price. So no conflict there. It's not made up -- it's the dividend discount model. The gold standard for valuing stocks and firms. Again, this should not be conflated with the fact th...
by Smith1776
Sun Feb 16, 2020 11:47 am
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 219
Views: 2615

Re: PP vs Dividend Growth Investing

I see what you are getting at, but again, I think you are taking the idea that dividends are not a factor a little too far. The gold standard for firm valuation in every finance course, degree, program, and certification in the world is the dividend discount model. There is just no getting around th...