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post #9151 of 11163

HCP is on of those "dividend aristocrats" with a tempting yield of over 8% at these prices.  I will have to read their earnings and what some analysts are commenting but damn if 8% isn't tempting to move back into single stocks.

post #9152 of 11163
Quote:
Originally Posted by GreenFrog View Post

What's SWF?

Sovereign wealth funds.

Yes other central banks own US stocks.
post #9153 of 11163
I think OPEC was a bit misguided with their plan. All told it probably isn't going to do much at all for their market share.

It is causing significant grief for everyone who has anything to do wth oil though...
post #9154 of 11163
Quote:
Originally Posted by jbarwick View Post

HCP is on of those "dividend aristocrats" with a tempting yield of over 8% at these prices.  I will have to read their earnings and what some analysts are commenting but damn if 8% isn't tempting to move back into single stocks.

Yeah, well, one benefit of having your share price nosedive is that it makes your dividend yield that much higher. smile.gif


(Note: I know nothing about HCP's business and have no actual opinion on whether the stock is fairly priced after today's drop, whether that drop was warranted, whether the dividend is or isn't sustainable, etc.)
post #9155 of 11163
Quote:
Originally Posted by SkinnyGoomba View Post

I think OPEC was a bit misguided with their plan. All told it probably isn't going to do much at all for their market share.

It is causing significant grief for everyone who has anything to do wth oil though...

Depends on their plan.

 

It has brought all their enemies and dissidents to heel to some degree. Going forward it may mean far more respect and an observation of production quotas. No guarentee this was an economic play. 

post #9156 of 11163
SolarCity just downsized to SolarTown today.
post #9157 of 11163
Yeah I saw those postmarket numbers last night and was like wow... I really thought I had picked a few solid stocks and out of all of them, I mean all seem to have dropped a lot. From DIS and AAPL a little, to NFLX, AMZN, etc quite a bit, and then SCTY and LNKD both took massive hits. Crazy. I'm down around 15-20% in my portfolio overall at this point I think.
post #9158 of 11163
I'm waiting for Elon to announce TSLA is holding off on things because he finally figured out how to optimize some obscure alloy to gain 1% performance gain in the S. If you listen to the conference calls, he says really weird things. He's done it before when he insisted that inconel be used in the P90D contactor and said no one asked for ludicrous mode.

Oh well, my stake in the company is fun money and I'm more betting on 2020 or 2025.
post #9159 of 11163
Quote:
Originally Posted by Piobaire View Post

Anyone wonder if OPEC is driving Western producers into bankruptcy with a view to the long term?

I had an interesting debate with a friend on this last night. What you're saying might be correct and another point he made was it drives down the price of all petroleum based products. Earlier in the day, I was at an engineering conference and it was amazing how much metal is being replaced by - to use colloquial terms - plastic. Cars, planes, etc.

This might be a play on encouraging that market and, in turn, going against the BRIC countries that have huge raw metal production.

OPEC knows long term, silicon based solar and lithium based cars will win out. OPEC has very little in the way of innovation going on, and the US and China do a lot of the downstream refining in their own countries.

I don't know if they're that forward thinking. They didn't know they were sitting on a pile of gold that they didn't work for until Rockefeller point it out to them.
post #9160 of 11163
Quote:
Originally Posted by ramuman View Post


I had an interesting debate with a friend on this last night. What you're saying might be correct and another point he made was it drives down the price of all petroleum based products. Earlier in the day, I was at an engineering conference and it was amazing how much metal is being replaced by - to use colloquial terms - plastic. Cars, planes, etc.

This might be a play on encouraging that market and, in turn, going against the BRIC countries that have huge raw metal production.

OPEC knows long term, silicon based solar and lithium based cars will win out. OPEC has very little in the way of innovation going on, and the US and China do a lot of the downstream refining in their own countries.

I don't know if they're that forward thinking. They didn't know they were sitting on a pile of gold that they didn't work for until Rockefeller point it out to them.

 

I think, as a whole, we give them too much credit (especially when we lump OPEC producers together as one entity).  Most of them are probably as short-sighted as many executives are here: focusing on the next quarter or at most a year out.  There certainly has been a lot of strain over the last few years as in-fighting has been visible to outsiders.

post #9161 of 11163
Quote:
Originally Posted by brokencycle View Post
 

 

I think, as a whole, we give them too much credit (especially when we lump OPEC producers together as one entity).  Most of them are probably as short-sighted as many executives are here: focusing on the next quarter or at most a year out.  There certainly has been a lot of strain over the last few years as in-fighting has been visible to outsiders.

SA is likely very long term thinking, although I can't say the same for other OPEC members. 

post #9162 of 11163
^ to both the good points above, I agree that the constituent countries are unique. Saudi Arabia and Nigeria are nothing like each other. My broader point is that it's become cover your ass time for all of them. If all your country does is suck up a resource up out of the ground to fund the excesses in your country, go for it.

That honeymoon is invariably going to end; you're just trying to be on vacation a little bit longer. Enjoy it while it lasts.
post #9163 of 11163
Quote:
Originally Posted by ramuman View Post

I'm waiting for Elon to announce TSLA is holding off on things because he finally figured out how to optimize some obscure alloy to gain 1% performance gain in the S. If you listen to the conference calls, he says really weird things. He's done it before when he insisted that inconel be used in the P90D contactor and said no one asked for ludicrous mode.

Oh well, my stake in the company is fun money and I'm more betting on 2020 or 2025.

They can't even produce a low cost electric car while Chevy has iterated twice and BMW i3 are everywhere in the Bay Area now.

Says much about their execution or wet dream.
post #9164 of 11163
Quote:
Originally Posted by MSchapiro View Post

SA is likely very long term thinking, although I can't say the same for other OPEC members. 

Only long term thinkers increase capex and supply to squeeze out their competitors during a downturn.

Happened before in steel. Happened before in DRAM. Happening now in NAND. And happening now for plastics.

It's going to be the same for crude.

Pretty hard for patent protected guys or software guys to understand. Physical products goes through cleansing every cycle.

p.s., light crude will remain essential over at least the next 50 years. Heating, military, consumer materials.
post #9165 of 11163
Quote:
Originally Posted by chogall View Post


Only long term thinkers increase capex and supply to squeeze out their competitors during a downturn.

Happened before in steel. Happened before in DRAM. Happening now in NAND. And happening now for plastics.

It's going to be the same for crude.

Pretty hard for patent protected guys or software guys to understand. Physical products goes through cleansing every cycle.

p.s., light crude will remain essential over at least the next 50 years. Heating, military, consumer materials.

Thoughts on MU?

 

Agreed on the longevity of light crude. 

 

Helps that SA built up its massive wealth fund. Other countries have been burning through everything they take in. 

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