PP vs Dividend Growth Investing

Discussion of the Stock portion of the Permanent Portfolio

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mathjak107
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Re: PP vs Dividend Growth Investing

Post by mathjak107 » Wed Feb 19, 2020 2:11 pm

dualstow wrote:
Wed Feb 19, 2020 1:29 pm
mathjak107 wrote:
Wed Feb 19, 2020 12:05 pm
Actually photography was allowed with no flash. No video allowed
How can one even tell these days? Don't need a camcorder to record video.
They can’t tell ..everyone was videoing it ....
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vnatale
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Re: PP vs Dividend Growth Investing

Post by vnatale » Wed Feb 19, 2020 2:27 pm

dualstow wrote:
Wed Feb 19, 2020 1:29 pm
mathjak107 wrote:
Wed Feb 19, 2020 12:05 pm
Actually photography was allowed with no flash. No video allowed
How can one even tell these days? Don't need a camcorder to record video.
True. A few years I was using my camera to take pictures of the band NRBQ. While I was doing so someone associated with the band came up to me and said no video allowed. I told him that I only do pictures, no video. He said that the way I was holding my camera looked like I was doing video (since I take A LOT of pictures, many times over 1,000 in a day, I'm oftentimes looking through my camera's viewfinder). I offered to show him what I'd taken but he let it go at that.

Vinny
"I only regret that I have but one lap to give to my cats."
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Re: PP vs Dividend Growth Investing

Post by vnatale » Wed Feb 19, 2020 2:28 pm

mathjak107 wrote:
Wed Feb 19, 2020 2:11 pm
vnatale wrote:
Wed Feb 19, 2020 9:56 am
Smith1776 wrote:
Wed Feb 19, 2020 1:57 am
Not gonna lie. I had to Google Alvin Lee. I'm so out of the loop.
Try this: https://www.youtube.com/watch?v=2YB7qyn5MVs

This is what brought him to United States national music consciousness regarding Ten Years After and him.

And, when I was the college DJ, I'd always close my show with this exact recording ("I'm Going Home!")

Vinny
I Saw him at Woodstock and later on at The Fillmore ...
I would have loved to have been able to say the same!

Vinny
"I only regret that I have but one lap to give to my cats."
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mathjak107
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Re: PP vs Dividend Growth Investing

Post by mathjak107 » Wed Feb 19, 2020 3:18 pm

So khc now has its bonds falling below investment grade and in to the junk bond index’s ......

That is a big problem..... not only will their costs of borrowing sky rocket while they owe 20 some odd billion dollars but now pension funds ,insurance companies and all institutions that can only own investment grade bonds must dump them ....that is going to really put pressure on the company ...but don’t worry , the dividend is still being paid. Ha ha ha
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Xan
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Re: PP vs Dividend Growth Investing

Post by Xan » Wed Feb 19, 2020 3:25 pm

Mathjak, I don't know who you think you're laughing at, but nobody here said that all dividend payers are great investments. So you're patting yourself on the back (again) for being smarter than nobody. Congratulations!
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Smith1776
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Re: PP vs Dividend Growth Investing

Post by Smith1776 » Wed Feb 19, 2020 3:29 pm

Mathjak, you've been shadow boxing against an invisible opponent for this entire thread. ???
For the money you can't afford to lose, why would you invest it in anything other than the PP? ???
Check out the Goldsmith PP: https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=1&t=9613
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Re: PP vs Dividend Growth Investing

Post by Xan » Wed Feb 19, 2020 3:42 pm

Smith1776 wrote:
Wed Feb 19, 2020 3:29 pm
Mathjak, you've been shadow boxing against an invisible opponent for this entire thread. ???
And continued even after the truce... We were talking no nicely about pizza and whatever else for a while too.
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Re: PP vs Dividend Growth Investing

Post by mathjak107 » Wed Feb 19, 2020 3:43 pm

I am used to shadow boxing alone , my wife baby sits a lot .....oh man she just finished a 10 day stint baby sitting ....the food was great , I was bringing in all kinds of stuff , the sex was about the same , maybe better , but the dishes were a tip off she wasn’t here .....I use paper for everything..I won’t dare eat off anything I wash until it is professionally cleaned.

The only way she would let me eat the rib platter I brought home was if they used Lipitor as a dry rub. Lol
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Re: PP vs Dividend Growth Investing

Post by mathjak107 » Wed Feb 19, 2020 3:51 pm

Anyway getting back to khc , this is something that I think is going to really magnify the next down turn .

More than half of all non govt debt is BBB ... that has been the sweet spot for bond investing...it pays the most yet it is still investment grade .

Well , if we have a slow down and credit ratings get down graded just one notch , all these funds ,insurers , pension funds and endowments that can only buy investment grade bonds will have to dump them .....there will be little buyers of junk in a recession and this my friends will be a huge problem for the credit markets and financing for all these companies who owe billions.

It will be like a stock getting bumped from an index and all the funds have to dump it killing the prices
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Re: PP vs Dividend Growth Investing

Post by Xan » Wed Feb 19, 2020 3:56 pm

mathjak107 wrote:
Wed Feb 19, 2020 3:43 pm
I am used to shadow boxing alone , my wife baby sits a lot .....oh man she just finished a 10 day stint baby sitting ....the food was great , I was bringing in all kinds of stuff , the sex was about the same , maybe better , but the dishes were a tip off she wasn’t here .....I use paper for everything..I won’t dare eat off anything I wash until it is professionally cleaned.

The only way she would let me eat the rib platter I brought home was if they used Lipitor as a dry rub. Lol
Okay, now that was gold. Wow. Still laughing.
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Re: PP vs Dividend Growth Investing

Post by pugchief » Wed Feb 19, 2020 4:03 pm

Xan wrote:
Wed Feb 19, 2020 3:56 pm
mathjak107 wrote:
Wed Feb 19, 2020 3:43 pm
I am used to shadow boxing alone , my wife baby sits a lot .....oh man she just finished a 10 day stint baby sitting ....the food was great , I was bringing in all kinds of stuff , the sex was about the same , maybe better , but the dishes were a tip off she wasn’t here .....I use paper for everything..I won’t dare eat off anything I wash until it is professionally cleaned.

The only way she would let me eat the rib platter I brought home was if they used Lipitor as a dry rub. Lol
Okay, now that was gold. Wow. Still laughing.
Yep, that was hilarious.

As far as the concerts go, I can't believe anyone over 50 goes to those things anymore. My last concert was 2 years ago; we saw the Foo Fighters at Wrigley Field and afterwards I swore I would never go to another. We had earplugs and my ears were still ringing for days. I told the GF we could have simply sat in my backyard (40 miles form the stadium) and heard it just fine. $13 beers, 30 minute lines for the bathroom, and the seats were expensive, but thankfully not anywhere near $600. There was nothing fun about the experience. [/oldfart]
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mathjak107
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Re: PP vs Dividend Growth Investing

Post by mathjak107 » Wed Feb 19, 2020 4:11 pm

You are forgetting I am a drummer , I thrive on music .... although when I do shows with the recording artists I am working with I do wear ear buds as things can get pretty loud .... I use the ear buds not only to protect my ears but I get a mix of things because on stage the delay coming back from some of these large venues can mix with what you hear on stage and the reflection confuses what you hear ....so I hear what everyone is doing without the venue echo coming back ....

Thankfully most venues have their own big house systems which are off stage ,so all the equipment the group uses on the stage is fairly small ...all that gets mixed through the house system and their monster system fills the house ...so on stage while my drums are loud. I have no issues with them ....but through the house system they rock
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