Comments on: Stocks For the Long Term http://www.oldschoolvalue.com/blog/featured/stocks-for-the-long-term/?source=rss Perform Stock Valuation Automatically Fri, 10 Feb 2012 19:29:58 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Reva Kindrick http://www.oldschoolvalue.com/blog/featured/stocks-for-the-long-term/comment-page-1/#comment-5872 Reva Kindrick Sun, 27 Jun 2010 08:26:21 +0000 http://www.oldschoolvalue.com/blog/?p=569#comment-5872 Its amazing to me how many ways you could go about investing your money. I've found for me that best solution is both risky and low risk stocks. I usually put about 1/2 my investments into low risk mutual funds that grow over time plus the other half in high risk high gain stocks. I recently got into day trading and I found that <a href="http://www.prometheusfinancials.com" rel="nofollow">software stock picks </A>are the best reliable as they can automate a process that I cant do quickly enough. The guys over at PrometheusFinancials.Com have an incredible system. You might want to check them out! Its amazing to me how many ways you could go about investing your money. I’ve found for me that best solution is both risky and low risk stocks. I usually put about 1/2 my investments into low risk mutual funds that grow over time plus the other half in high risk high gain stocks. I recently got into day trading and I found that software stock picks are the best reliable as they can automate a process that I cant do quickly enough. The guys over at PrometheusFinancials.Com have an incredible system. You might want to check them out!

]]> By: Jae Jun http://www.oldschoolvalue.com/blog/featured/stocks-for-the-long-term/comment-page-1/#comment-1518 Jae Jun Wed, 11 Feb 2009 08:20:12 +0000 http://www.oldschoolvalue.com/blog/?p=569#comment-1518 Verizon FIOS is digital but the medium stll remains on fiber optic. These cost so much more than cable for the last mile. I would think that if Verizon does manage to lay out a fiber optic network and can maintain it, they can charge competitors to use their network which would in fact create a moat. FIOS may not be a long term advantage as it is only TV, phone and internet but the network could prove valuable if they can get the scalability and cost. Verizon FIOS is digital but the medium stll remains on fiber optic. These cost so much more than cable for the last mile.

I would think that if Verizon does manage to lay out a fiber optic network and can maintain it, they can charge competitors to use their network which would in fact create a moat.

FIOS may not be a long term advantage as it is only TV, phone and internet but the network could prove valuable if they can get the scalability and cost.

]]> By: KC http://www.oldschoolvalue.com/blog/featured/stocks-for-the-long-term/comment-page-1/#comment-1515 KC Wed, 11 Feb 2009 02:23:23 +0000 http://www.oldschoolvalue.com/blog/?p=569#comment-1515 With regards to Verizon and FIOS. FIOS is just IP television. Meaning its television that is packetized to be delivered over data networks. While its a great service that I would love to have where I live in Seattle, I think the only moat is that currently the are only ones offering it. That will change. Other companies will offer the same service as their last mile networks get faster. Currently comcast offers speeds in some locations that come close to FIOS offering but they have yet to the best of my knowledge started offering an IP based television service. I guess my overall point is that the big players in telecom and cable television are extremely competitive. Verizon may have an edge today but there is nothing proprietary to their offering that will protect their moat in the long run. <abbr><em>KC’s last blog post..<a href="http://compoundinglife.com/?p=89" rel="nofollow">WSC Dividend Increase</a></abbr></em> With regards to Verizon and FIOS. FIOS is just IP television. Meaning its television that is packetized to be delivered over data networks.

While its a great service that I would love to have where I live in Seattle, I think the only moat is that currently the are only ones offering it. That will change. Other companies will offer the same service as their last mile networks get faster. Currently comcast offers speeds in some locations that come close to FIOS offering but they have yet to the best of my knowledge started offering an IP based television service.

I guess my overall point is that the big players in telecom and cable television are extremely competitive. Verizon may have an edge today but there is nothing proprietary to their offering that will protect their moat in the long run.

KC’s last blog post..WSC Dividend Increase

]]> By: KC http://www.oldschoolvalue.com/blog/featured/stocks-for-the-long-term/comment-page-1/#comment-1514 KC Wed, 11 Feb 2009 02:15:22 +0000 http://www.oldschoolvalue.com/blog/?p=569#comment-1514 Good post. A few comments on GE. The author mentions it's huge dividend and AAA credit rating. Currently with 10.5 billion shares, if the dividend is unchanged this year they will pay out all of their earnings to share holders which could result in GE losing their AAA rating. More likely story is that they will trim or cut dividends to keep the cash on hand. Point being although GE currently appears to be a paying a huge yield at its current price. I would not expect that continue. I am long GE and think its a great company but just think these points should be clear to people interested in buying it. <abbr><em>KC’s last blog post..<a href="http://compoundinglife.com/?p=89" rel="nofollow">WSC Dividend Increase</a></abbr></em> Good post. A few comments on GE. The author mentions it’s huge dividend and AAA credit rating. Currently with 10.5 billion shares, if the dividend is unchanged this year they will pay out all of their earnings to share holders which could result in GE losing their AAA rating. More likely story is that they will trim or cut dividends to keep the cash on hand. Point being although GE currently appears to be a paying a huge yield at its current price. I would not expect that continue. I am long GE and think its a great company but just think these points should be clear to people interested in buying it.

KC’s last blog post..WSC Dividend Increase

]]> By: Jae Jun http://www.oldschoolvalue.com/blog/featured/stocks-for-the-long-term/comment-page-1/#comment-1507 Jae Jun Tue, 10 Feb 2009 17:08:05 +0000 http://www.oldschoolvalue.com/blog/?p=569#comment-1507 Thanks to Penny Daily for letting me put up the list. I must admit that although I've been investing in some long term companies I haven't had the opportunity to write anything on them. The special situations have been keeping me busy lately. I did enjoy Art of Short Selling and am looking forward to finding more quality books. Thanks to Penny Daily for letting me put up the list. I must admit that although I’ve been investing in some long term companies I haven’t had the opportunity to write anything on them. The special situations have been keeping me busy lately.

I did enjoy Art of Short Selling and am looking forward to finding more quality books.

]]> By: Miguel Barbosa http://www.oldschoolvalue.com/blog/featured/stocks-for-the-long-term/comment-page-1/#comment-1494 Miguel Barbosa Tue, 10 Feb 2009 00:40:28 +0000 http://www.oldschoolvalue.com/blog/?p=569#comment-1494 Hi Jae, I was waiting for you to come out a with a long term list. Great job. I really appreciate you linking to me in your weekly roundups. Your website is really becoming addicting keep up the great work. Also, I see you have enjoyed the Art of Short selling. What a great book. I'll keep you posted if I find any more of her work. Best Regards, Miguel Barbosa www.simoleonsense.com Enriching Ideas for Intelligent Investors Hi Jae,

I was waiting for you to come out a with a long term list. Great job. I really appreciate you linking to me in your weekly roundups. Your website is really becoming addicting keep up the great work. Also, I see you have enjoyed the Art of Short selling. What a great book. I’ll keep you posted if I find any more of her work.

Best Regards,

Miguel Barbosa
http://www.simoleonsense.com
Enriching Ideas for Intelligent Investors

]]> By: Jae Jun http://www.oldschoolvalue.com/blog/featured/stocks-for-the-long-term/comment-page-1/#comment-1488 Jae Jun Mon, 09 Feb 2009 18:18:31 +0000 http://www.oldschoolvalue.com/blog/?p=569#comment-1488 Commenting on Verizon, it certainly is a toss up between ATT and VZ. As for FIOS, we'll have to see whether the strategy will work. Fiber optic is a great technology and I would love to have it in my home anytime, but the main problem is that USA is such a huge nation. Is the scalability for fiber optic possible to cover the major cities of the USA? Im on the pessimistic side. On the other hand, their wireless business is doing great. Commenting on Verizon, it certainly is a toss up between ATT and VZ. As for FIOS, we’ll have to see whether the strategy will work. Fiber optic is a great technology and I would love to have it in my home anytime, but the main problem is that USA is such a huge nation. Is the scalability for fiber optic possible to cover the major cities of the USA? Im on the pessimistic side.

On the other hand, their wireless business is doing great.

]]> By: WideMoat http://www.oldschoolvalue.com/blog/featured/stocks-for-the-long-term/comment-page-1/#comment-1481 WideMoat Mon, 09 Feb 2009 14:59:19 +0000 http://www.oldschoolvalue.com/blog/?p=569#comment-1481 Your description of Verizon's opportunity strikes me as most persuasive. In terms of truly expansive growth potential (i.e., entering a new market with a new product), FIOS looks like a promising area. I'd be curious to hear anyone's thoughts about potential market penetration. Will they get 1, 5, 10, 30% of the market? Does FIOS have distinct cost or quality advantages to other TV providers? For the others you cite (particularly CAT, GE, and PEP), the growth areas are definitely there, but they look to me as offsetting growth. That is, for health drinks, people will move away from Pepsi's current products to their more healthy alternatives; net-net maybe not that much growth. Same for CAT--growth in emerging markets vs. stagnation in developed markets. And for GE, increases in the sales of wind technology may be offset by declines in the engines and turbines used in current energy production. <abbr><em>WideMoat’s last blog post..<a href="http://widemoatinvesting.wordpress.com/2009/02/08/ebay-whats-it-worth/" rel="nofollow">Ebay–What’s It Worth?</a></abbr></em> Your description of Verizon’s opportunity strikes me as most persuasive. In terms of truly expansive growth potential (i.e., entering a new market with a new product), FIOS looks like a promising area. I’d be curious to hear anyone’s thoughts about potential market penetration. Will they get 1, 5, 10, 30% of the market? Does FIOS have distinct cost or quality advantages to other TV providers?

For the others you cite (particularly CAT, GE, and PEP), the growth areas are definitely there, but they look to me as offsetting growth. That is, for health drinks, people will move away from Pepsi’s current products to their more healthy alternatives; net-net maybe not that much growth. Same for CAT–growth in emerging markets vs. stagnation in developed markets. And for GE, increases in the sales of wind technology may be offset by declines in the engines and turbines used in current energy production.

WideMoat’s last blog post..Ebay–What’s It Worth?

]]>