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Dana Holding Corporation Message Board

caponsacchi 10 posts  |  Last Activity: Nov 19, 2014 12:26 PM Member since: Apr 21, 2000
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  • Reply to

    Will the dividend grow ?

    by doctorj2222 Aug 27, 2014 1:46 PM
    caponsacchi caponsacchi Nov 19, 2014 12:26 PM Flag

    It should increase (but not dramatically) if the bull market of the last 6 years continues because the concentration is in medium and small-cap stocks that normally don't pay as great a div as big blue chips. If the market declines, this fund will cushion the fall because of its diversity allowing it to purchase non-stock, fixed-income securities. But it doesn't have a large enough concentration in this area to counteract a stock market swoon with a rise in bond prices. It's primarily a defensive, stabilizing fund.

    Remember that a higher dividend can be misleading if the higher percentage comes because of a drop in stock prices. For the investor who simply wants current income it could be seen as a plus. But for the investor who's reinvesting dividends for long-term growth, the higher percentage dividend in the context of a bear market and declining stock prices could signal a loss in principal that makes the dividend percentage irrelevant if not insignificant.

    Sentiment: Buy

  • Reply to

    Another significant drop in DDD!

    by happyperson_1 Nov 11, 2014 1:56 PM
    caponsacchi caponsacchi Nov 11, 2014 9:47 PM Flag

    All 3 that I follow were down 2-4% today, so it's not a reflection on any specific company as much as market sentiment--or fear that because of the market's current altitude we're due for an imminent correction, with the high P.E.'s being the first to fall.

    In such a climate, the companies with no P.E.'s sometimes come out better than the 100 to 1 securities by virtue of the dreams fueled by a fill-in-the-blanks scenario. It took me 3 tries to get a position in Facebook that stuck (the first 2 stopped out), and I'm trying for the same with DDD by rolling the dice one last time--my lowest entry price, but my stop remains in the low double digits. I don't mind going down with the ship, but I'm no captain and hope to come back up for more action.

    In any case, it's presently not a company worth following on a daily basis.

    Sentiment: Buy

  • I got in this thing in July at 41 and I've bought on each subsequent "dip", or $2 decline. My stop lost sell order is at 32, so that means the stock should reverse itself shortly after I dump it. If it crashes thru $30 I'll be poorer but have some consolation. But usually by the time I leave, the shares are ripe for a resurgence.

    Sentiment: Hold

  • Reply to

    We decided not to use GTAT sapphire

    by johnnie_beans Oct 8, 2014 6:29 PM
    caponsacchi caponsacchi Oct 8, 2014 7:43 PM Flag

    Better believe. A company that would throw over 3 billion at an overnight, mediocre earphones/headphones maker ("Dr. Beats") that gets bad reviews from Amazon consumers would have no trouble admitting a mistake and swallowing a mere billion dollar loss. Apple doesn't need GTAT nearly as much as the now bankrupt and doomed company needed Apple. Simple as that.

    Sentiment: Sell

  • caponsacchi by caponsacchi Sep 10, 2014 7:08 PM Flag

    Checking on 20-30 different investments in my Roth--stocks, ETFs, funds--many dirt cheap--BiPIX is the only investment that clearly excells in each of the Yahoo Finance categories for comparing--Maximum, 5 year, 2 year, 1 yea, YTD, 6 mos, 3 mos., 1 month. BIPIX is #1 in every one of those categories, sailing above some pretty successful investments. But health is a can't faill asset. If people have it, they want to figure out ways to keep it; if they don't, they want more remedies and cures. Emerging Markets funds may be volatile, but BIPIX is a fund I urge my own kids to get started on since it's resource--health--can't be exhausted--there's never too much or too little. Surprising that this fund has such a small market cap (less than 1 bil.)

    Sentiment: Buy

  • It's rare that a 3rd-party fund beats out my broker's dirt-cheap, no-transaction fee ETFs and funds, but Parnassus is currently #1 on a portfolio of about 20 positions in my Roth. And you can't argue with their leading position in Apple on a day when the stock popped (deservedly so--their products are simply that good. it's hard to believe that no iPhone or iPod Touch was around less than 10 years ago. Now they're indispensable. And above all, some of us remember the furor when Apple introduced an "off-beat, weird-looking" computer without an optical drive! Everyone panned it (except me). and in 2012 they even got a day-long battery in it. Now optical drives, along with CDs, are going the way of the LPs. But I'm giving up on the 2-hour life of my IPod Touch unless Apple can come up with a decent small battery for it.

    Sentiment: Buy

  • The market is up ½ % for the day, so how does Yachtman do compared to an S&P index fund? He's up 1/10%, which isn't good enough to keep up with ordinary inflation. If that promised "correction" doesn't come soon, Yacktman could find himself in the same pickle as the late '90s, when the go-go market caused his shareholders to look for a new manager. After all, investors don't shift from bonds to stocks in order to realize bond-like gains. But he's protected himself from fleeing investors by doubling the fund's fees. All the more reason for the smart defensive money to avoid the surcharges of this fund and simply emulate Yachtman's style: invest it all in Pepsi.

    Sentiment: Hold

  • This is listed as the biggest holding in a small Oberweiss venture fund (OBIOX). It's a joke, right? There's nothing on the company, no business, no earnings, apparently some kind of "chiropractors' listserv pay service"? Nevertheless, OBIOX shows it up 1.1% for the year (dare we hope for a 1.5% gain by the end of 2014?). What sort of slight-of-hand is going on here. Whatever it is, someone is getting away with something. An operation like this--maybe it's no more than a listing--is too small for a publicity-hound like crusader Bill Ackman to bother with. Ralph Nader has better things to do in his latter years. We can only hope that Elizabeth Warren gets wind of it. (If only the shareholder's best friend, Eliotl Spitzer, hadn't been seduced by something sexier than cooked books.)

    Sentiment: Hold

  • caponsacchi by caponsacchi Aug 27, 2014 11:34 AM Flag

    GPRE is up more than 300% over the past 52 weeks. Anyone who's been part of that run and who doesn't take some profits probably deserves what's in store for the latecomers to the party.

    Sentiment: Hold

  • Apple frivolously, irresponsibly threw over 3 billion at a recent newcomer/fluke haedphones seller, Dr. Dre's Beats. What the company lacks in profit margin for overrated headphones (except by Amazon consumers, who routinely pan them), headphones now being sued as Bose knock-offs (just what Apple needed--to spend billions on the opportunity to incur a massive fine--double reverse-indemnity for Apple). These negatives supposedly will be made up for by Dr. Dre's "connections" with "Hollywood insiders" (apparently no one on the Apple's aging board has heard that one).. A huge embarrassment, not to mention loss, for Apple. Look for them to come after industry-leading Harman Industries next. Two years ago Apple could have bought the company whose "iSub" was inspired by Apple as well as the "Harman Kardon Sounsticks, the nicest complement to an iMac. If not a buy-out, Apple will establish a major share position in Harman, which is also the industry leader in supplying quality audio to automobiles (how could Apple be so tone-deaf, unaware, dumb (and deaf). Are Cook's advisors fearful of telling him the score? Of course they are. They're older than him, desperate to "tune in" rather than "drop out."

    Even at a loss, and a set-back, Apple will in the long run recover thanks to Harman, which gives Apple some control of the actual sounds emitting from their iTunes catalog and mobile devices. Harman gives them the whole world of audio, from a single consumer's iPod to the most luxurious automobiles to the world's largest theaters. Every true "insider" knows that JBL "rules" in the music world. (Even Tivoli, a descendent of the East Coast's Henry B. Kloss, responsible for what was revolutionalry in the '60s--Acoustic Research, the AR2 and 3, hermetically sealed, low-efficiency, high-fidelity bookshelf speakers--would have been infinitely preferable to, who?, Beats!?!

    Inevitably, Apple will wake up, and holders of Harman stock will be the winners.

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