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5 Dividend Stocks To Buy And Hold, Not Buy And Forget

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Over the years, I have observed that there are many ways to earn a good return in the market. In addition to buy and hold, some have successfully used various forms of market timing including sector rotation, momentum investing, technical analysis, et. al. Given a person's unique makeup, not all strategies will work for everyone. At the same time, I believe all strategies will fail if the... #D4Ldividend #D4L

Ted Baker’s collapse is a lesson in the dangers of too much growth

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  • The company had rapidly increased its debts to the point where they were somewhat excessive, and it had weak returns once leased capital was taken into account.
  • What does this have to do with Ted Baker?
  • Ted had returns on capital employed of 8%, paid about half of that out as a dividend, and yet managed to grow its capital employed (and revenues, earnings and dividends) by about 18%, year after year.

Jeff Ubben Top 10 Holdings

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  • These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions.
  • This week we’ll take a look at Jeff Ubben (9-30-2019).

Justin Mallory – What Should Warren Buffett Buy?

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  • In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Justin Mallory’s Twitter thread on – What Should Warren Buffett Buy?
  • Bill Brewster: It’s all financials and capital intensive crap businesses.
  • Bill Brewster: I may have said this before, but I sort of wondered after the financial crisis, you didn’t have a lot of capitalized competitors.

David Einhorn: Growth Has Knocked The Stuffing Out Of Value Last Three Years (106% vs. 17%)

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  • In David Einhorn’s most recent investor letter (Q4 2019) he highlights the fact that Greenlight Capital Funds have returned 13.8% in 2019 compared to 31.5% for the S&P 500.
  • our short portfolio lost 20.1% and macro added 1.5% to the returns before fees.
  • Growth stocks in general underperformed.

One Of The Most Popular Papers On Online-Dating Advice – Written By A Hedge Fund Manager

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  • Dan McMurtrie: Well, I mean, we’d done a lot of work.
  • Dan McMurtrie: … Because a lot of people are just not getting matches.
  • And so what’s happening here is because everybody has unlimited and instant access to dates, everybody not only can go on a date, but also if you’re on a date, you’re aware you can get another date.

Why Stock Multiples Are So High

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  • The S&P 500’s forward PE multiple is 18.5, while its equal weighted PE is 16.6 according the Cornerstone Macro .
  • Any explanation of high PE multiples aims to show why the market is priced this way, not that it will continue.
  • The final chart shows there is a low percentage of cyclical
    stocks.

Ways to Love with Money

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  • Those who don’t have deep problems in their relationships still need to “weed and feed” in order to keep their relationships healthy.
  • I will give a few ways that money can aid love.
  • Find ways to give those you love what they desire, whether it requires time, money, or whatever.

The stock market has never been this big relative to the economy, signaling it could be overvalued

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  • CAPE, the ratio of the stock market to historical earnings, is near the highest since the dot-com bubble.
  • The chart is similar to one Buffett said he watches as a key measure of valuation , calling it in a Fortune magazine article in 2001 "probably the best single measure of where valuations stand at any given moment."
  • "That the bulk of last year's returns came from higher valuations, and not growth in earnings, only compounds investors' concerns."

Six strategies for investing in any market

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  • The system would be when you are actually evaluating those rules, whether it is quarterly, annually or some other time frame, she added.
  • That means buying stocks and then holding them for the long-term.
  • What you can control is how much you put aside for savings — including for emergencies and retirement, Francis said.

SoftBank is the 'Berkshire Hathaway of tech' despite WeWork debacle, Bernstein says

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  • SoftBank is still "the Berkshire Hathaway of tech" despite its recent pitfall at WeWork and key differences in investment style between Warren Buffett and Masayoshi Son, according to Bernstein.
  • "As we argued in our initiation report, quarterly results will be volatile as the fund is required to mark these to market, especially during the early 'negative cash flow' phase of operations," Dai and Lane wrote.

Bill Gates: My $109 billion net worth shows the economy is not fair

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  • "I'm for a tax system in which, if you have more money, you pay a higher percentage in taxes.
  • "We as entrepreneurs have got to make a point to give stock to everybody that works for us.
  • Gates said it's one of the reasons he co-founded The Giving Pledge with Warren Buffett (who has also said the rich should pay higher taxes ).

For Jamie Dimon, retirement from JP Morgan is always five years away

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  • For years, Jamie Dimon had a running joke: Ask him when he was going to step down from J.P. Morgan Chase , and the answer was always five years in the future, no matter when the question was asked.
  • But two years ago, Dimon said in a press release that he would continue as CEO "for approximately five more years" as the bank appointed a pair of co-presidents who could step in for him if needed.
  • Dimon appeared uncommitted to an earlier statement about his retirement date when CNBC asked him about it in a Tuesday media call.

Global wealth inequality is 'founded on sexism,' says Oxfam International

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  • The total value to the economy of women's unpaid care work is at least $10.8 trillion per year, Oxfam reports, which is three times larger than the value of the global tech industry, Oxfam says.
  • In the United States, women spend 37% more time doing unpaid care work than men, Oxfam reports in an accompanying report also released Sunday, which focuses on the U.S.

Billionaire candidate Tom Steyer: America's income inequality is 'unbearable, unjust'

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  • Every .1 percenter pays," Steyer wrote of his wealth tax proposal.
  • "One percent for your country would be a rounding error for the richest Americans.
  • Instead, Bloomberg proposes raising income taxes (among other things).

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