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Posts by CunningSmeagol

I drove a GLK as a loaner and could not wait to give it back. That said it was sparsely optioned which could be coloring my opinion unfairly. The ride was not terrible. I do not like how small the cabin is relative to the E sedan. There are also a lot of them in any given Whole Foods parking lot.
Here's a quick model I made showing the effects of a dividend and buyback program on the balance sheet, assuming no change in the value of operations. I guess I could have put a finer point on it, but the investor in the dividend scenario is left with the cash dividend and a stock that (all things being equal) is lower by the amount of the dividend, and in the buyback scenario, depending on the premium paid, everyone who did not tender shares is actually worse off....
Both of these replies speak to a money management argument for dividends. The first relates to personal finance, and I would argue that you can achieve the same effect (assuming you own enough shares) of dividend payments just by selling small portions of your holdings every month. If you reinvest your dividends, then there is zero difference to you in receiving a dividend at all versus not.The second touches on the argument that cash sitting on a company's balance sheet...
I completely understand a large shareholder wanting to extract meaningful liquidity, and the only way of doing so being dividends. However, that has nothing to do with a retail investor in public companies, who can just sell shares on the exchanges for little to no cost to get liquidity.Secondly, you can pay yourself a salary. It hits the P&L in a different spot - I'm not well versed on the tax implications, but if you eventually sell the company, your shares/unit...
Curious why people care about dividends and buybacks. I can see positive information signaling in the case of a buyback - we think our stock is undervalued. However, the transfer of cash to shareholders is mechanically a reduction in equity value, dollar for dollar with the size of the transaction. All this tells me is that the company does not have enough worthwhile projects (i.e. anything that returns in excess of its cost of capital) to spend its cash on.
What's the best way to be long euros without actually opening in international account and buying them? Is there a simple, low expense ETF that is 1:1 long euro? I googled for the past ten minutes and all I found were these bullshit 2x, 3x, short, 2x short funds.
I have unassailable taste.
I've been reading the responses and think they're great. I still haven't made a decision. Just wanted to thank you guys for some great ideas. I am also planning to redo the floors in and around the area.
Can anyone recommend a circular dining table? I think a 54" Saarinen table would be ideal. DWR is having it's Knoll sale end of Feb, but I really don't want to wait that long to place an order and then wait for it to arrive. Any attractive options you can think of as alternatives?
What is this and why is it good?
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