Kudos to MMs

Discussion in 'Chit Chat' started by nitro, Oct 23, 2008.

  1. nitro

    nitro

    I remember hearing about this. In any case, the measure they use in the UK imo is more correct than the dividend payout ratio that we use here:

    "Investopedia explains Dividend Payout Ratio

    The payout ratio provides an idea of how well earnings support the dividend payments. More mature companies tend to have a higher payout ratio.

    In the U.K. there is a similar ratio, which is known as dividend cover. It is calculated as earnings per share divided by dividends per share. "

    http://www.investopedia.com/terms/d/dividendpayoutratio.asp

    I hear people talk about selling companies that have huge dividends because it is a sign of trouble. That is simple-minded imo, and it may only be true because earnings can be meaningless and can be cooked. But dividends cannot. As stated elsewhere, it is ratios that matter, and imo a combination of the two measures above is the correct way to value whether dividends are too high or too low, not the absolute number.

    Finally, I would modify these ratio metrics to include cash the company hoards instead of paying out dividends. GE for example, hoards cash. It has $50B in cash that it does not distribute to its shareholders. You always should have some cash, but $50B???? That's 33% of the entire market cap of that company!
     
    #871     Sep 16, 2009
  2. nitro

    nitro

    Stopped out on both trades @1055.

    - 13.50 on half, - 6.50 on the other half.
     
    #872     Sep 16, 2009
  3. Hmm.... At this rate, we'll be there week after next.
     
    #873     Sep 16, 2009
  4. nitro

    nitro

    Sorry, my last post should have quoted this too.
     
    #874     Sep 16, 2009
  5. nitro

    nitro

    "FV" ~900

    Yesterday, the spread between "FV" and SPX reached a whopping +175 intra-day. That is approximately equal to the reverse "FV" reading during the relentless selloff capitulating in March of this year.
     
    #875     Sep 17, 2009
  6. nitro

    nitro

    One comment on the typical psychology after taking a loss that hurts, like the one recently that I had.

    Often, the first inclination is to try and get even. That is not abnormal imo. What is to be feared is to change styles to try to recoup the losses, losing confidence in what has worked for you in the past. Imo this is what is risky

    While traders are always getting feedback from markets, and it may affect tweaks to your system, changing styles abruptly imo can be damaging if it is not part of your systems "laws".

    There is a fine line between adapting, and throwing yourself to the whims of a market regime that your system is blind to. Either change the system, or stand aside and wait for your next opportunity within the boundaries of the system.
     
    #876     Sep 17, 2009
  7. Nitro,

    how about some statistics ? How many trades did you made ? Ratio of profitable to unprofitble. Average profitable trade, average losing trade numbers ? Also, I would like to hear somethin about your risk reward ratios. Sometimes reading your journal you are implementing R/R of 1.5 points / 20 points and so forth. But that's not always the case, isn't it ?
     
    #877     Sep 17, 2009
  8. dont

    dont

    I say wait for your next opportunity, what is done is done the only thing you control is yourself if you stuck to your system, then I don't see what you did wrong.
     
    #878     Sep 17, 2009
  9. Have more than 1 system :D

    Nothing works 100% fo time. Been thru misery of running losing system after it made me decent money. I knew it but what else to do ? The right move is to decrease bets and hopefully some other system you have will pull account balance up. Learned the lesson.

    I diversify fundamental/psychological/statistics,
    scalp/short term\long term. It is fun when one occasionally can combine more than 1 system into trade :cool:
     
    #879     Sep 18, 2009
  10. nitro

    nitro

    "FV" ~902
     
    #880     Sep 18, 2009