Nov
5
It Is Difficult to be a Bank
November 5, 2007 | 1 Comment
Banks have given me headaches this year. Good thing they have dividends to soothe the pain. I still believe it is better to Buy the Bank than to Deposit at The Bank. This is an opportunity to buy some banks. They have Yields, and yields support the price even on these extreme [...]
Sep
21
Altria (MO) – HOLD (Really holding on to my 800 shares)
September 21, 2007 | 2 Comments
(A reader asked for my opinion on Altria (MO).)
If you read my blog, you know I have Altria. Boatloads of them (at least compared to my portfolio size). I have 800 of these beauties. Altria has been called a cash cow before, and I still think it is – excellent dividend at [...]
Sep
14
Costco (COST) – Buy
September 14, 2007 | 2 Comments
(A reader asked for my opinion on Costco (COST), and I give it thumbs up.)
The retail sector is a worry for sure: the high interest rates and the declining real estate prices are preventing people from taking a home equity lines to pay off the credit cards and buy more stuff. Also, the gas [...]
Sep
14
What About Pfizer (PFE)? (High Yield) – HOLD
September 14, 2007 | 1 Comment
I was asked about my opinion in Pfizer (PFE), especially with its 4.8% dividend yield. Any time I see a dividend yield above 4% I start liking a company: they show real cash, not just paper cash. However, I live on more than dividends: I look for growth also – and for this, I need [...]
Sep
14
What Besides Banks?
September 14, 2007 | 1 Comment
You can poison yourself on too much of a good thing. Those who know me are aware I love to invest on banks: great dividends, good growth in an economy that depends on them, and a great business model that has proven itself over centuries. However, being invested on a single sector [...]
Sep
13
CISCO, Sold… Bought
September 13, 2007 | Comments Off
Today I sold the CISCO (CSCO) shares I had been holding since August 10th, 2005, when the economy was climbing again from the depths of the .com burst. CISCO supplies the equipment for the backbone of the telecomunications systems on which we depend: internet, voice, email, wireless carriers, etc. They have also been [...]
Sep
11
Three Banks To Own
September 11, 2007 | 1 Comment
I am a strong believer in Owning the Bank rather than depositing money in the bank (except for emergency money and special projects). Recently, banks have suffered, and for a reason: they got into risky loans that may cut into their earnings. There are, however, some banks which, although exposed, have [...]
Sep
6
iPhone Economics Based on the iPhone Lifestyle
September 6, 2007 | Comments Off
Apple (AAPL) announced yesterday that they are lowering the price of their iPhone (which only runs on the ATT Wireless (T) network), adding WiFi to their iPods, and allowing people to download iTunes at Starbucks (SBUX) locations. While it shows a bit of weakness on the Apple side, it also shows that they [...]
Apr
9
Creating Value? MO – KFT
April 9, 2007 | Comments Off
On April 02 2007 I got Kraft (KFT) shares. In the last week they have oscillated around the $31/share mark. Altria (MO), which enjoyed a healthy $85/share price a few months ago dropped to the $70/share as the spin-off closed on us, and have stayed there for the time being. When I [...]
Jul
25
401k: If I Where Employed by EMC
July 25, 2005 | Comments Off
(Originally posted on the Anes Blog)
If I became an EMC employee, first of all, I would be happy. I trust the company to do well. It has a solid and expanding product suite that compensates for a decline on basic storage. The need for massively large and complex, highly available, and highly reliable storage systems [...]
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