NewAlchemist

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NewAlchemist commented on TMFAleph1's blog post. 9:55 AM

Is Procter & Gamble Due for a 50% Run-Up?

Is P&G due for a 50% run up?  Of course it is possible but I highly doubt it.  Ackman cites 5% growth and multiple expansion.

2009 earnings were $4.29

2010 earnings were

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NewAlchemist commented on NewAlchemist's blog post. 6:52 PM

I am reading The Big Short

Some more material from the book...

 In 1933, during the fourth year of the Great Depression, the United States found itself in the midst of a hosuing crisis that put housing starts at 10% of the level of

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NewAlchemist commented on NewAlchemist's blog post. 6:39 PM

I am reading The Big Short

@ awallejr

How goes it buddy?  I see your point but this statement was made cerca 2005 when psub prime borrowers were borrowing 100% or in some cames 110% to buy "THEIR" house.  It wasn't

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NewAlchemist commented on mikenpdx's blog post. 3:09 PM

Sticking to my plan

Part of it depends on your age.  Here is a made up example.

Investor A is 25 years old, has $20,000 in investable assets and a life full of working/buying stocks ahead of him.  If he has 20% in one

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NewAlchemist commented on NewAlchemist's blog post. 3:03 PM

10 other dividend growth investments.

I own a good stake in LO.

I am interested in BDX, WAG and PM.

I'd be more interested in the rails if the economy was in a trough, like when I bought BNSF right before WEB did.

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NewAlchemist commented on NewAlchemist's blog post. 1:59 PM

What do you do with your money?

@ikkyu2  & @ Harry.

That's kind of what I am getting at here.  What are older people supposed to do when there is no store of value?  They either lose purchasing power through inflation or

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NewAlchemist commented on NewAlchemist's blog post. 9:31 PM

What do you do with your money?

@awallejr

We are on the same page on a lot of things.  I agree that all savers aren't being punished, but cash savers are.  What percentage of the public do you think knows what a TIP is?  I'd

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NewAlchemist commented on catoismymotor's blog post. 3:17 PM

Yesterday I fired David Einhorn.

Cato

I am not invested with Einhorn but I've admired his skill as an investor and as a poker player. 

I'd disagree that he is an attention hussy.  He presents a 100 slide power

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NewAlchemist commented on TMFPostOfTheDay's blog post. 12:50 PM

A Look at IBM

Interesting first person account and a REC from me!

IBM currently has 442,225 employees.  They are one of if not the best companies at outsourcing.  As of 2007 they had 74,000 employees in India and

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NewAlchemist commented on catoismymotor's blog post. 10:33 AM

Yesterday I fired David Einhorn.

I am going to have to respectfully disagree with the logic here.

You seem to have a feeling that he wants to act in the best interest of his clients - I agree - I like that, but you don't like the activist

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NewAlchemist commented on L0RDZ's blog post. 3:10 PM

C*aps limitations...

Does the game always correctly adjust for dividend payouts?

If you really want to beat the game pick a bunch of Small Cap stocks successfully.  Small Caps historically have higher returns (and volatility)

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NewAlchemist commented on JohnCLeven's blog post. 3:02 PM

A Fortune article from 1988 is put to the test...in 2013

You sound like you are young.  A lot of people would tell you to diversify and that you are carrying a lot of risk by only owning 5 holdings.  What happens if Buffett steps down or if the US economy slips back into

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NewAlchemist commented on JohnCLeven's blog post. 11:40 AM

A Fortune article from 1988 is put to the test...in 2013

Great blog post and a REC from me.

I agree with point #2.  Remeber, valuation played zero role in this reserach. I'm sure many of these companies were expensive in 2003, and many cheap in

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NewAlchemist commented on HLChin's blog post. 11:32 AM

99.05

Hopefully you were playing with real money too.