The perennial question? Given the all talk no action Federal Reserve and the continually evolving medical industry any thoughts on which of the three are a better choice if the priorities are first capital preservation, second yield and third return.
Anybody have any information on how regulatory changes in Australia might impact ANZ's expansion into Asia? Whether they might have to divest and sell off that part of the business and what the impact on the stock might be?
Hi WFTGLO....one of the things that has kept me from buying any Chinese stocks goes back about a year ago when the SEC demanded audited accounting reports from the Accounting firms the Chinese companies were working with. And basically the Accounting firms told the SEC they couldn't provide the information because these reports were considered "state secrets". The SEC seemed to take the position that either the firms provide the required accounting information or be de-listed. Since then I've been waiting for something to happen. Do you have any insight into this?
I'm also in the retirement camp. I owned PPL for a while and sold all my shares last year. Any concerns about all this talk about electricity usage going down, the impact of solar and wind and just the general trend of an industry that on one level seems to be struggling and looking to scale up in order to survive? The sub-text of all this is how safe are the dividends in the long term?
As much as I'd love to buy this stock I just don't see much in the way of new product either from Honda or Acura that is compelling enough to lift this stock to $40 or more. Though Honda sometimes confounds its many critics on the styling/performance front their many recent failures including the ZDX, ILX and RDX on the Acura side and CRZ and Crosstour among others on the Honda side seem to highlight a company more interested in telling consumers what they should want to drive then listening to what people say really want to own. Any thoughts?
Its been curious to watch the sudden run up over the last few days. Anybody think its going anywhere or is it a pump and dump with prices settling back to $40 with the usual people (us) holding the bag?
I have Time Deposits in both countries. In NZ I get 5.15% on a 5 year TD and Australia I seem to be only able to buy TDs of one year or less but I can still get 3.5% on 4-6 month terms. All this is down from the peak 5 years ago of 6.25%+ interest rates. I'm curious, on my $AU Time Deposits I pay the 10% non-resident withholding tax on my $NZ TDs I have no withholding at all. Are you NZT dividends subject to withholding tax.
I've done pretty well with Australian Bank bonds and stocks, telecom will be a new area for me.
I'm sure hoping you're wrong about the Hillary Clinton. Four years of no accomplishments, disaster after disaster in terms of failed policy and the usual Clintonesque corruption. But to be honest and I don't know maybe Romney would have been good....but I don't see any leaders or politicians that are capable of turning around this hollowed out train wreck that America has become.
Interesting idea, makes sense, in America's interest....obviously you'll never be in government nor will it ever be policy.
I took a small position in VCLT today and own two other Vanguard ETFs. I was drawn to them for a number of reasons one of which was my erroneous belief that they were not subject to the same level of manipulation as other stocks. If you've read Dark Pools, and watch VCLT, VGK, BLV among others you can pretty clearly see the pattern. I suspect what you saw a few weeks ago was part of that same game.
I'm thinking about starting a position in Telecom in the Pacific. I'm undecided between SingTel, Telstra or New Zealand Tel. My focus is dividends and some capital accumulation. Do you think Telstra is the best of the three?
I had hoped that Vanguard Funds including their ETFs were not the targets of the usual thieves responsible for manipulating stock prices. Watching VGK over the last few days as it jumps up and down from $59.20 to $59.75 day after day.....I can't even imagine whats really going on behind the scenes.
So what do you think....jump in at $39.50 or $40 and watch it go to $50 this year. Nadella sure has a lot more to work with then when Steve Jobs returned to Apple....of course he has more dead wood to deal with also.
I saw a Q&A with the Unilver CEO and really liked where he was coming from. He seemed world class in every way. But I still find myself hesitant to make an investment. I keep mulling over the alternatives like MSFT who also has a good CEO finally and a similar dividend or just buy a Vanguard indexed fund for Europe like VGK. Where do you see this stock one year from now? 50+ or 50-.
I was about to jump in yesterday at $59.49 and literally before I could click my mouse it went to $59.50 and all the way up to $59.75 before trailing off at the end of the day. I'm reading the book Dark Pools and imagined this Algo Computer bidding war or stock manipulation and just sat the thing out. Any insights on what was going on yesterday?
Eric....all interesting points but do you completely discount the value of having a really world class CEO finally? I think of Mulally at Ford. Personally I'd still not buy a Ford but his impact is undeniable. And likewise, I'd still not buy a PC or Microsoft product (at least for now) but that's still not to say MSFT couldn't be at 50 by the end of the year if they move aggressively in those areas that are not Consumer focused and where they are not in direct competition with Apple, Google and Amazon they could have some big success stories to tell . Any thoughts?
Good luck with your treatment.....the Sovali is the key....so even if they forced you into taking the interferon you should get comparable results.
Obviously good medicine doesn't always make for good investments but I wanted to share a bit about my experience and where I think many of you are off track. I'm taking Sovaldi and Olysio in an off-label combination. Two weeks into the treatment my Viral Load dropped from 1.1million to 62. My fourth week of treatment I was negative for the disease....no Viral activity. Though the Olysio can make you photo-senstive, I've had no side effects at all going into my 5th week. Total treatment is 12 weeks. So pretty amazing.
Where I think many of you lose the thread is on the issue of price. Both Gilead and the makers of Olysio have very generous Patient Assistance programs to help get the medications into peoples hands. But even that aside price is not the key.
The bad news is, that the FDA approved these drugs in a format called the "triple cocktail". That means Sovaldi or Olysio but not the two together plus peg-interferon and RBV. This is the least desirable way to treat someone even genotype 1A because you are still stuck with all the worst side effects of inteferon though for a much shorter period of time. So what's happening on the ground is that there are 1000's of Sovaldi/Olysio off label requests that have been denied by the insurance companies everywhere using the pretext of "off-label". And the fact is, it is BS because almost every drug is used off label in some situation. Given the choices available through the end of 2014 in many cases in can be desirable to wait for the newer drugs to hit the market then to cave into or wage war against the insurance companies and do the triple cocktail. I got what I wanted the way I wanted it so it can be done.
I used to live in China and agree with your assessment....but what worries me....is that the SEC issue as I understand it relates to a problem not with the size of the company or even the financials themselves but with the release of that information to US authorities. The auditors say that releasing the information is a violation of Chinese law and the US regulators says we don't care and if we don't get it we're delisting you. So, whether its Sinopec or China Mobile and any of the big banks if the information is not released there's a problem. And given that to some extent its a political problem I think it makes it even worse. That's why I was wondering if you had any information on what would happen if they were delisted. I'm going to continue researching this, if I get information I'll post it here for you.