Monthly Archives: November 2012

Buybacks vs Dividends

Posted on November 29, 2012 by

With all the recent rage about special dividends due to the Fiscal Cliff, I figured now would be a good time to opine on the longtime debate Buybacks or Dividends. Most Dividend fans point to empirical evidence, while Buyback fans favor … Continue reading →

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Thanksgiving Reading

Posted on November 21, 2012 by

I’ve learned to use Twitter’s “Favorite” button as a bookmark for long articles / reports / interviews of interest to read & watch at a more convenient time. Here’s a list of several items I recently favored. GRANTHAM: IT’S OVER … Continue reading →

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Groupon: The New Overstock.com

Posted on November 12, 2012 by

When I first discussed Groupon ($GRPN) in “Groupon Goods… Good for revenues, not for profits” it was clear to me that the transformation of Groupon would not be good for the company’s profits. (The stock is down >50% since.) After … Continue reading →

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Mobile Wars

Posted on November 7, 2012 by

When it comes to Mobile OS (operating system) strategies, $AAPL & $GOOG are on two extreme sides of the spectrum. $AAPL’s iOS is a closed ecosystem. They do not allow other companies to use their software in their products. They … Continue reading →

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The Election: A Trader’s Prediction

Posted on November 5, 2012 by

The Following post was written by @_thewiseman. You can follow him on Twitter here.   I am a trader. I predict in terms of odds, not in terms of outcome. This being the case I think it’s very likely that … Continue reading →

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