Investing Catechism

Discussion in 'Stocks' started by nitro, Oct 23, 2009.

  1. nitro

    nitro

    Jim Chanos in a Bloomberg interview suggests that some of the oil majors are essentially borrowing their dividend:

    "...“If you look at their cash-flow statements relative to their income statements, you will see companies that haven’t replaced reserves in years, and haven’t seen any increase in revenues in years,” he said. “They’re borrowing their dividend. They’re in effect liquidating...."

    http://globaleconomicanalysis.blogspot.com/2010/06/jim-chanos-shorts-oil-companies-based.html
     
    #211     Jun 18, 2010
  2. http://www.portfolio.com/business-news/2009/09/23/oil-companies-invest-in-biofuels

    "Oil companies have long been at play in the alternative-energy field. They’re covering their bets, they say, preparing for a world that needs all sources of energy—including alternatives to oil. Virtually every major oil company has invested in biofuels, or solar, or using hydrogen as a fuel, or geothermal energy, or wind. Their critics, though—and there are many—point out that the oil majors’ investments in alternatives are dwarfed by their continuing spending on the quest to find more crude. They should, in short, act less like oil companies and more like energy companies."

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    Nitro, they cover their bets now.
     
    #212     Jun 18, 2010
  3. ammo

    ammo

    i read an article a couple years ago that said they ,big oil co's, decided that there wasnt enough profit left in oil,or oil,for more exploration and that they foresaw alternatives as the future,saying that the smaller companies with smaller net worth to maintain return on were doing the present exploration
     
    #213     Jun 20, 2010
  4. nitro

    nitro

    "The great stock myth"

    In 1985, Rajnish Mehra and Edward C. Prescott, economists then at Columbia University and the University of Minnesota, published a paper pointing out a strange anomaly they dubbed “the equity premium puzzle.” Since the late 19th century, stock investments in America had generated returns that were 6 percent higher than what economists call “the risk-free rate—the yield on an investment for which there is virtually no risk of losing your principal. The low-risk investments, such as short-term U.S. government debt, had yielded less than 1 percent.Those “excess” stock-market returns, which include both price appreciation and dividends, are much higher than you would expect if they simply reflected the risk of losing your investment (don’t even get me started on the arcane procedures by which economists arrived at this conclusion). Moreover, this premium cannot simply be attributed to an underestimation of future corporate growth by investors. Even when expected dividend or corporate-earnings growth is taken into account, stock returns are higher than one would predict...

    http://www.theatlantic.com/magazine/archive/2010/09/the-great-stock-myth/8178/
     
    #214     Aug 15, 2010
  5. Nine_Ender

    Nine_Ender

    Why are you confused ? Shareholders own the company when earnings go up that's more capital added to the company so its worth more.

    I'll keep it simple you seem inexperienced. You run a company worth $10,000 today. You make $1,000 net cash profit. That makes your company worth $11,000. If you issued 10,000 shares for a $1 why on earth would you sell those shares for $1 now ?
     
    #215     Aug 16, 2010
  6. Nine_Ender

    Nine_Ender

    Buddy, your ideas are to put it bluntly ignorant. Do you even know what a Growth Stock is ? Your "good example" you so dearly require is IN YOUR OWN POST. MSFT is a good example of a company that had many stages of maturity. Now, it is worth a lot of money, but even MSFT has a price below which someone would take it over just to get the guaranteed cash flow every year.
     
    #216     Aug 16, 2010
  7. Nine_Ender

    Nine_Ender

    Buddy, Nitro makes NO SENSE PERIOD. Are you really as thick headed as this dimwit Nitro ?

    I can very easily find you many basically insolvant companies that pay generous dividends, and on the flip side highly profitable companies that pay very modest dividends. The dimwit can buy the first group.
     
    #217     Aug 16, 2010


  8. You really need a psychiatrist Nine_Ender
     
    #218     Aug 16, 2010
  9. Nine_Ender

    Nine_Ender

    Sorry I interrupted your "Flat Earth Society" discussion.
    I got confused and thought this was an investment site where most contributors had some semblence of rudimentary knowledge in the field.
     
    #219     Aug 16, 2010
  10. Nitro is talking about (The greater fool theory) in the investing. So he make sense to me.
     
    #220     Aug 16, 2010