Subscribe to:
Post Comments (Atom)
Welcome
Blog Archive
About Me
- James
- I have worked in the investment industry for the last 18 years or so. I specialize in the application of psychology to finance. I'm author of four books (including the Little Book of Behavioural Investing, and Value Investing).
34 comments:
Great post James. Never heard of these kinds of swaps before, and can't access this myself, but quite an interesting and unique opportunity. I hope GMO can make some good coin here for shareholders.
Ben Hacker
Nice paper James.
Probably even I am from different time. People laugh at holding periods above 1 year. Naturally, the dividends do not matter as in all probability none actually own a stock that long.
Companies too are a little wary of dividends. They rather do an unrelated acquisition and restrict dividends rather than pass on the cash.
Hi James,
I have a question for you regarding accrual 'red flag' accounting (totally unrelated to this post) that I thought you might be able to help me with.
I am looking for a proper method to screen for accruals. I see some people subtract depreciation expense from change in WC and then divide by total assets. I consider myself fairly fluent in accounting, but for life of me I can't figure out why i would want to subtract depreciation expense. some suggest to use both currrent and non-current in screening which seems to make sense to me. can i ask what your preferred method would be based on either your work or your understanding of academic lit? is there a point where increases in accruals (either % moves or number of continnuous qtrs of increases)starts flashing bright red? lastly, does it make sense in your mind to look at both seq changes q/q and y/y or just y/y? Thanks so much in advance for your time and answers. Regards, Adam
PS - I am a big fan of your work and consider myself a better investor b/c of your writings.
Great paper. Are you making the implicit assumption that Dividends equals earning? It looks like it, because in no period do any gains come from Earnings Growth.
Nice post. Keep it up.
Generic Viagra
Incredibly good writing style, really enjoyed reading your posts. Thanks.
Cheap Kamagra
This information was so good like Buy Viagra, because the sensation we can get is something incomparable, I'd like to read more of your entries, by the way it'd be perfect if you adding a bit more images in here.
Very interesting article and useful. I would like to visit your blog if your blog keep update!
Outstanding blog you guys have preserved there, I totally valuate the effort.click here
Unbelievable job mates, I enjoy going through your articles.
phlebotomist
The blog and data is excellent and informative as well.
advantages of roll over iras
I am very thankful to all your team for sharing such inspirational information. payday loan direct lenders
It’s never too late to improve your information and your contents inspire me. payday loan direct lenders
Your content is shows potential, m gona add this to my bookmarks
term life insurance quotes
Fantastic work man, keep your heads high you did it.
Read More about Menus Faciles
I have been gaining a lot of usable and exemplifying stuff in your website. Ten Heads Tall Website
Im inspired with the exceptional and instructive contents that you provide in such short timing. android os
I would but say to you all "impressive information"
Get more info about Betty's Empire
Your articles are solon than wow!
Congress Ticketing Tips And Tricks
This blog post is really great; the standard stuff of the post is genuinely amazing. Welcome to Video sign 2010
I’m definitely coming again to see these articles and blogs. Get more info about Video sign 2010
That’s a great site you folks have been carrying out there.
Look for The Park tonight Here
I sent your articles links to all my contacts and they all love it including me.Learn More About J Aron Ski
A great website with interesting and unique material what else would you need. mkv video recovery
Your blogs stuff is purely enough for me personally.
payday loans online same day
The gorgeous post learned a great deal Thanks greatly! payday loans online
I would be flattened if all websites gave articles like that.
payday loans online same day
I have got the superb information from these blogs finally.
cash advance payday loan
This blog is down to earth, hats off buds available. LoanWarrior
Wow, awesome blog, thanks for the article. Good Relationship With Tina Davis Noble
If you really desire to get such type of information, visit this blog quickly.
Cosytronic Website
Wonderful, just what a blog it is! This blog has provided the helpful data to us continue the good work. a knockout post
Your contents provide me a lot of creative suggestions that I can seemingly utilize on my web page too.
Asum Tips
It feels awesome to read such informative and unique articles on your websites. Relationship Advice by Lounge Five
Post a Comment