Wednesday, 25 August 2010

Latest paper - A man from a different time

My latest paper - A man from a different time - on dividends and dividend swaps is avialable from www.gmo.com

258 comments:

1 – 200 of 258   Newer›   Newest»
Ben Hacker said...

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

Rahul Deodhar said...

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.

abs22 said...

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.

ihnfi said...

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.

mike said...

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.

Articlestocks said...

Very interesting article and useful. I would like to visit your blog if your blog keep update!

Barbara amsel said...

Outstanding blog you guys have preserved there, I totally valuate the effort.click here

Unknown said...

Unbelievable job mates, I enjoy going through your articles.
phlebotomist

Anonymous said...

The blog and data is excellent and informative as well.
advantages of roll over iras

Anonymous said...

I am very thankful to all your team for sharing such inspirational information. payday loan direct lenders

Anonymous said...

It’s never too late to improve your information and your contents inspire me. payday loan direct lenders

Anonymous said...

Your content is shows potential, m gona add this to my bookmarks
term life insurance quotes

Unknown said...

Fantastic work man, keep your heads high you did it.
Read More about Menus Faciles

gallantfelix said...

I have been gaining a lot of usable and exemplifying stuff in your website. Ten Heads Tall Website

Anonymous said...

Im inspired with the exceptional and instructive contents that you provide in such short timing. android os

Unknown said...

I would but say to you all "impressive information"
Get more info about Betty's Empire

Unknown said...

Your articles are solon than wow!
Congress Ticketing Tips And Tricks

Anonymous said...

This blog post is really great; the standard stuff of the post is genuinely amazing. Welcome to Video sign 2010

Anonymous said...

I’m definitely coming again to see these articles and blogs. Get more info about Video sign 2010

Unknown said...

That’s a great site you folks have been carrying out there.
Look for The Park tonight Here

Anonymous said...

I sent your articles links to all my contacts and they all love it including me.Learn More About J Aron Ski

Anonymous said...

A great website with interesting and unique material what else would you need. mkv video recovery

Anonymous said...

Your blogs stuff is purely enough for me personally.
payday loans online same day

Unknown said...

The gorgeous post learned a great deal Thanks greatly! payday loans online

Avocet Steel said...

I would be flattened if all websites gave articles like that.
payday loans online same day

Anonymous said...

I have got the superb information from these blogs finally.
cash advance payday loan

Unknown said...

This blog is down to earth, hats off buds available. LoanWarrior

Unknown said...

Wow, awesome blog, thanks for the article. Good Relationship With Tina Davis Noble

Anonymous said...

If you really desire to get such type of information, visit this blog quickly.
Cosytronic Website

Unknown said...

Wonderful, just what a blog it is! This blog has provided the helpful data to us continue the good work. a knockout post

Unknown said...

Your contents provide me a lot of creative suggestions that I can seemingly utilize on my web page too.
Asum Tips

Anonymous said...

It feels awesome to read such informative and unique articles on your websites. Relationship Advice by Lounge Five

Micheal Clark said...

Great details here, better yet to discover out your blog which is fantastic. Nicely done!!!
Otgar Tips And Tricks

Anonymous said...

Outstanding blog, in my opinion site owners should acquire a great deal out of this blog its very user welcoming.
accident claim

Unknown said...

I constantly emailed this site post page to all my friends, because if prefer to read it then my all friends will too. direct mail marketing

Cool boy said...

Highly vigorous blog, I liked that much.
Direct Mail Marketing Companies

Avocet Steel said...

Wasp dudes! Awesome stuff keep it up.
ppi reclaim

Anonymous said...

Your work is totally appreciative and informative. reclaim ppi

Unknown said...

I would be appreciating all of your articles and blogs as a result of their suiting up mark. payday loans online

Unknown said...

Interesting information I haven’t been through such information in a long time.

HGH Supplements

Unknown said...

I feel ecstatic I found you website and blogs.

jailbreak 4 iPhone

Anonymous said...

I need more articles and blogs please post soon.
car insurance rates

Unknown said...

I don’t think many of websites provide this type of information.
life ins

Unknown said...

If you really desire to get such type of information, visit this blog quickly.
cash loans online

Anonymous said...

I am really appreciating very much by seeing your interesting posts.
is genital warts curable

PPI RECLAIM said...

I love to read and appreciate your work.
name brands

Unknown said...

The deep you dig into the subject and give us the accurate data is appreciable.
ecigkits

Unknown said...

Marvelous work pals, I love reading your articles.
ppi

Unknown said...

I was searching for many blogs site and now finally I have got this cool place with lots of information. whole quotes

Unknown said...

Hmmmm…. The most widely innovative information at your site has impressed lots of the people including me and my friends. payday loans online

Unknown said...

Superb way of explaining, and great blog to get wonderful information. Claim PPIClaim Back PPI

Anonymous said...

I would simply say to you all “awesome information”
compensation claims

Zara said...

This text may be value everyone’s attention. How will I learn more? http://www.accidentclaimsco.org.uk

Unknown said...

If you should be opting for finest contents like me, just visit this blog site daily because it provides the feature contents, thanks.
whole life insurance quotes

Unknown said...

The stuff written in the blogs have allured me!!! andriod market download

Unknown said...

Great blog post! I don’t understand how long it will require me to obtain through all of them! payday loans no credit check

agen sbobet said...

Your articles and blogs are inspirational.car insurance rates

Anonymous said...

Every day I visit a number of blog sites to see content, however this offers quality based content. Sic Pics Photography Tips

Unknown said...

If you should be opting for finest contents like me, just visit this blog site daily because it provides the feature contents, thanks. Physiotherapist in Stalybridge

Unknown said...

Great details here, better yet to discover out your blog which is fantastic. Nicely done!!! web counter

Unknown said...

These articles and blogs are certainly sufficient for me personally for a day. click this link

Unknown said...

Thanks guys, for sharing such informative data. android market store

Anonymous said...

I really love your write-ups guys continue the good work. online tutoring

Unknown said...

Thanks guys, for sharing such informative data. ppicalculator

SF Surfboard Sale said...

might as well do this too.

Unknown said...

I feel pleasure to read the content that you are posting. PPI

Leona said...

The groups not reading your blogs are missing out a lot of caliber material.

Relationship Advice by Workouts by Emily

Unknown said...

I see the greatest contents on your blog and I absolutely love reading them. android tablet review

Unknown said...

I enjoyed reading it. I like your writing very much!Thanks nice sharing!thank you!
Website Designers Bangalore

Unknown said...

The vital information in this blogs has allured me. book airline tickets online

Anonymous said...

Great blog you people have maintained there, I totally appreciate the work. Auto insurance rate online

Unknown said...

Thanks guys, for sharing such informative data.
no fax cash advance

Unknown said...

I am surely coming again for more contents of yours. online payday

Anonymous said...

I am sure you have a great fan following out there.
PPI Claims

Anonymous said...

Your work article, blogs I mean over all contents is must read stuff.
ppi compensation claim

Leona said...

I love to read and appreciate your work.
reclaim ppi

Leona said...

I absolutely respect and appreciate your point on each and every object.
PPI

Unknown said...

Hey to everyone, it’s my first visit of the blog site; this blog includes awesome and actually best info for the visitors. fast weight loss

Leona said...

Your work article, blogs I mean over all contents is must read stuff.
mis sold

ppi

Anonymous said...

Thanks for sharing this information its really nice.
Rank Builder Review Love Tips

Anonymous said...

You have done a amazing job with you website.
Click Micro Video Products Link

Anonymous said...

Your articles support me a lot in all mediums of subjects.
life insurance quotes online

Anonymous said...

I am surprised why other specialized don’t perceive your site I’m greatly cheerful I discovered this.
Relationships by Ron1

Unknown said...

Interesting information I haven’t been through such information in a long time.
Visit Brand Message Manager

Unknown said...

I am really thankful to all your squad for sharing specified inspirational substance.
Advice by Congressional Users Guide

Unknown said...

This blog is down to earth, hats off buds available.
Welcome to CIAM

Unknown said...

Hi guys, when I am actually willing of reading these blog post to be updated regularly. It offers fastidious stuff.root android

Anonymous said...

If you should be opting for finest contents like me, just visit this blog site daily because it provides the feature contents, thanks.
tutors in english

Unknown said...

Your website have very interesting article. I got knowledge from here. Besides that, your blog is so popular among the searchers from search engines. It means yours website is very good
aviator sunglasses

Cool boy said...

Fascinating information I haven’t been experienced such information in quite a long time.
comment pirater un compte facebook

Anonymous said...

I want to say thank to you people for this great and helpful info. Thanks!!!
how much will car insurance cost

Anonymous said...

Your write-ups are far more than wow!
online payday loan

Anonymous said...

Your write-ups are far more than wow!
visitor counter

anjila smith said...

Keep it up!! You have done the nice job having provided the latest information. what is web application

Micheal Hussey said...

If you should be opting for finest contents like me, just visit this blog site daily because it provides the feature contents, thanks.
good infographics

Micheal Clark said...

Info is implausible, I would want to see more and more from your writers.
infographic

Unknown said...

Now this is in actual fact cooperative. It’s very openhanded of you to share this with us.
infographic

Unknown said...

I think this is thoroughly unparalleled.
good infographics

Anonymous said...

Congrats you individuals are doing with this blog site.social media infographics

Unknown said...

Cool blog site friend I'm about to suggest this to all my listing contacts.good infographics

agen sbobet said...

Remarkable blog! I have no words to praise, it has really allured me.
cheap auto insurance

zacharyrizzuto said...

It’s a classic great for me to go to this blog site, it offers helpful suggestions
car insurance rates

Anonymous said...

I believe this is actually the most useful blog I've been through this entire day.
visit us

Melinawatson said...

It is a general data that today every person knows but it is good design for beginners to educate them how to post a comment on a blog. Good Job.
http://www.escort-hk.net/.

youpak said...

Everyone will love the many types of cables in the market because it is very helpful. bubblegum casting

Anonymous said...

Hi, I really need the information more as you have provided in this valuable blog.

iPhone developer in Pakistan

Anonymous said...

Each time I used to always check blog posts within the first hours in the break of day, because I like to get information increasingly more.
Software House in Hyderabad Pakistan

Unknown said...

Hi to all, the blog has really the dreadful information I really enjoyed a lot
steam wallet hacker

Anonymous said...

Congratulations guys, quality information you have given!!!anonymous browsing

Anonymous said...

I was pinning away for such type of blogs, thanks for posting this for us.sewing kit

Anonymous said...

Your articles and blogs are inspirational.bubblegum casting

Anonymous said...

Thank you so much for such a great blog.


bubblegum casting reviews

Anonymous said...

Hi, just desired to let you know, I enjoyed this blog post. It had been funny. Carry on posting! green coffee bean extract weight loss

Unknown said...

Nice answers in replace of the question with real point of view and explaining about that.book a apartment marrakech

Unknown said...

Interesting information..really i enjoyed..to read..
Professional Website development Company

Anonymous said...

Thumbs up guys your doing a really good job. How to Get Hulu Plus For Free

Anonymous said...

You posting are wonderful and informative. Medical Negligence

Anonymous said...

You guys make it really easy for all the folks out there. best watch brands

Anonymous said...

I wonder why other professionals don’t notice your website much m glad I found this. best dating advice

Anonymous said...

Info is out of this world, I would bang to see more from your writers. best remington electric shavers

Anonymous said...

I’m surely coming again to read these articles and blogs one time password

Unknown said...

You guys make it really easy for all the folks out there. playground markings

Unknown said...

I guess this info is totally unique. hajj packages

Itapx Solutions said...


WEB & DESKTOP DEVELOPMENT

SEO Jakarta said...

Hey, very nice site. I came across this on Google, and I am stoked that I did. I will definitely be coming back here more often. Wish I could add to the conversation and bring a bit more to the table, but am just taking in as much info as I can at the moment. Thanks for sharing.

Healthy brownie recipe | Jasa Bersih Rumah Jogja

Unknown said...
This comment has been removed by the author.
Unknown said...

Hi,

Thanks for sharing a very interesting article about Latest paper - A man from a different time. This is very useful information for online blog review readers. Keep it up such a great article like this.

Regards,
WondersMind,
Web Design Company Bangalore

Muminah Tannous said...

This is my favourite ................ I liked it very much and surely recommend my friends to read it.
4 Star Umrah Packages 2019 UK.

M.yahya said...

This is such a great resource that you are providing and you give it away for free. I love seeing blog that understand the value of providing a quality resource for free.
ufc light heavyweight rankings

M.yahya said...

Great post I would like to thank you for the efforts you have made in writing this interesting and knowledgeable article.
https://www.ivoignatov.com/tehniki/vizualizaciq

M.yahya said...

What a fantabulous post this has been. Never seen this kind of useful post. I am grateful to you and expect more number of posts like these. Thank you very much.
glitter in bulk

M.yahya said...

Thanks for sharing this useful info..
https://planete-astuce.com/monster-legends-gemmes-gratuits-comment-avoir-des-gemmes-gratuits

M.yahya said...

Wow what a Great Information about World Day its very nice informative post. thanks for the post.
Generate UC in PUBG Mobile

M.yahya said...

Im no expert. but I believe you just made an excellent point. You certainly fully understand what youre speaking about. and I can truly get behind that.
Check this out

M.yahya said...

Great survey. I'm sure you're getting a great response.
Send money to Gambia

M.yahya said...

What a fantabulous post this has been. Never seen this kind of useful post. I am grateful to you and expect more number of posts like these. Thank you very much.
κριση γαμου

M.yahya said...

I really appreciate the kind of topics you post here. Thanks for sharing us a great information that is actually helpful. Good day!
En savoir plus la géolocalisation d'un téléphone

M.yahya said...

Very interesting blog. Alot of blogs I see these days don't really provide anything that I'm interested in. but I'm most definately interested in this one. Just thought that I would post and let you know.
www.myspinfree.com

M.yahya said...

Great post I would like to thank you for the efforts you have made in writing this interesting and knowledgeable article.
check this out

M.yahya said...

Very interesting blog. Alot of blogs I see these days don't really provide anything that I'm interested in. but I'm most definately interested in this one. Just thought that I would post and let you know.
coin master free spin link

M.yahya said...

It was wondering if I could use this write-up on my other website. I will link it back to your website though.Great Thanks.
sell my house fast Florida

M.yahya said...

Very useful post. This is my first time i visit here. I found so many interesting stuff in your blog especially its discussion. Really its great article. Keep it up.
Asbestos Claims

M.yahya said...

I appreciated your work very thanks
birmingham accountants

M.yahya said...

i read a lot of stuff and i found that the way of writing to clearifing that exactly want to say was very good so i am impressed and ilike to come again in future..
Engagement Rings St Louis

M.yahya said...

Your website is really cool and this is a great inspiring article.
blue light filter

M.yahya said...

This is highly informatics. crisp and clear. I think that everything has been described in systematic manner so that reader could get maximum information and learn many things.
mens' toiletry bag leather

M.yahya said...

Wow what a Great Information about World Day its very nice informative post. thanks for the post.
consultant billing software

M.yahya said...

Wonderful illustrated information. I thank you about that. No doubt it will be very useful for my future projects. Would like to see some other posts on the same subject!
website design in Buffalo

M.yahya said...

Its a great pleasure reading your post.Its full of information I am looking for and I love to post a comment that "The content of your post is awesome" Great work.
Omega 3 fish oil

M.yahya said...

I am definitely enjoying your website. You definitely have some great insight and great stories.
Dermacol foundation

M.yahya said...

I'm glad I found this web site. I couldn't find any knowledge on this matter prior to.Also operate a site and if you are ever interested in doing some visitor writing for me if possible feel free to let me know. im always look for people to check out my web site.
the sims mobile cheats android

M.yahya said...

Love what you're doing here guys. keep it up!..
Visit this website

M.yahya said...

What a fantabulous post this has been. Never seen this kind of useful post. I am grateful to you and expect more number of posts like these. Thank you very much.
Sell my truck

M.yahya said...

Hey what a brilliant post I have come across and believe me I have been searching out for this similar kind of post for past a week and hardly came across this. Thank you very much and will look for more postings from you.
Houston SEO

M.yahya said...

I recently found many useful information in your website especially this blog page. Among the lots of comments on your articles. Thanks for sharing.
winter fashion

M.yahya said...

Very useful post. This is my first time i visit here. I found so many interesting stuff in your blog especially its discussion. Really its great article. Keep it up.
먹튀검증

M.yahya said...

This is highly informatics. crisp and clear. I think that everything has been described in systematic manner so that reader could get maximum information and learn many things.
messages Bonne année WhatsApp

M.yahya said...

You know your projects stand out of the herd. There is something special about them. It seems to me all of them are really brilliant!
사다리타기

M.yahya said...

This is highly informatics. crisp and clear. I think that everything has been described in systematic manner so that reader could get maximum information and learn many things.
Asbestos Claims

M.yahya said...

Very interesting blog. Alot of blogs I see these days don't really provide anything that I'm interested in. but I'm most definately interested in this one. Just thought that I would post and let you know.
Diesel Generators

M.yahya said...

It is imperative that we read blog post very carefully. I am already done it and find that this post is really amazing.
אסקורט בסביון

M.yahya said...

very interesting post.this is my first time visit here.i found so many interesting stuff in your blog especially its discussion..thanks for the post!
small business accountant near me

M.yahya said...

These are some great tools that i definitely use for SEO work. This is a great list to use in the future..
leather hip bag

M.yahya said...

Excellent and very exciting site. Love to watch. Keep Rocking.
Köp billigt Barstolar och Barpallar

M.yahya said...

Thanks For sharing this Superb article.I use this Article to show my assignment in college.it is useful For me Great Work.
נערות ליוו בלוד

bhanu said...

feliz año nuevo 2020 Frohe Neues Jahr 2020 Merry Christmas and happy new year 2020 bonne année 2020

M.yahya said...

This is highly informatics. crisp and clear. I think that everything has been described in systematic manner so that reader could get maximum information and learn many things.
Map network drive windows 10

M.yahya said...

Your blog provided us with valuable information to work with. Each & every tips of your post are awesome. Thanks a lot for sharing. Keep blogging.
Locksmith Allentown

M.yahya said...

very interesting post.this is my first time visit here.i found so many interesting stuff in your blog especially its discussion..thanks for the post!
free spotify premium

M.yahya said...

What a fantabulous post this has been. Never seen this kind of useful post. I am grateful to you and expect more number of posts like these. Thank you very much.
atx vs micro atx

M.yahya said...

Wow i can say that this is another great article as expected of this blog.Bookmarked this site..
먹튀검증

M.yahya said...

Very useful post. This is my first time i visit here. I found so many interesting stuff in your blog especially its discussion. Really its great article. Keep it up.
simscitybuilditclub.com

M.yahya said...

This is a great inspiring article.I am pretty much pleased with your good work.You put really very helpful information...
free robux hack

M.yahya said...

These are some great tools that i definitely use for SEO work. This is a great list to use in the future..
stainless steel bento box leak proof

M.yahya said...

Great info! I recently came across your blog and have been reading along. I thought I would leave my first comment. I don’t know what to say except that I have.
Общежитие МГУ

M.yahya said...

You know your projects stand out of the herd. There is something special about them. It seems to me all of them are really brilliant!
Йельcкий Университет обзор

M.yahya said...

This is such a great resource that you are providing and you give it away for free. I love seeing websites that understand the value of providing a quality resource for free. It is the old what goes around comes around routine.
Coin Master Free Spins cheat

M.yahya said...

Very interesting blog. Alot of blogs I see these days don't really provide anything that I'm interested in. but I'm most definately interested in this one. Just thought that I would post and let you know.
solar panel cost

M.yahya said...

Thanks for this article very helpful. thanks.
먹튀검증

M.yahya said...

Thanks for sharing this useful info..
MARVEL Strike Force Hack No Human Verification

M.yahya said...

Thanks for the post and great tips..even I also think that hard work is the most important aspect of getting success..
mobile legends hack

M.yahya said...

This one is good. keep up the good work!..
monsterlegendzfree.com

M.yahya said...

This is my first time i visit here and I found so many interesting stuff in your blog especially it's discussion. thank you.
psn code generator

M.yahya said...

I read that Post and got it fine and informative. Please share more like that...
free PSN codes

M.yahya said...

Yes i am totally agreed with this article and i just want say that this article is very nice and very informative article.I will make sure to be reading your blog more. You made a good point but I can't help but wonder. what about the other side? !!!!!!THANKS!!!!!!
how to get free skins in fortnite

M.yahya said...

Yes i am totally agreed with this article and i just want say that this article is very nice and very informative article.I will make sure to be reading your blog more. You made a good point but I can't help but wonder. what about the other side? !!!!!!THANKS!!!!!!
best soundbar review

M.yahya said...

Your website is really cool and this is a great inspiring article.
winstrol depot for sale USA

M.yahya said...

Thanks for this article very helpful. thanks.
anabolic diet

M.yahya said...

It was wondering if I could use this write-up on my other website. I will link it back to your website though.Great Thanks.
moncomptegratuit

M.yahya said...

Thanks For sharing this Superb article.I use this Article to show my assignment in college.it is useful For me Great Work.
nemorlenne

M.yahya said...

This is a great inspiring article.I am pretty much pleased with your good work.You put really very helpful information...
Lifestyle management

M.yahya said...

This is a great inspiring article.I am pretty much pleased with your good work.You put really very helpful information...
Mobizen Screen Recorder Pro download

M.yahya said...

This is highly informatics. crisp and clear. I think that everything has been described in systematic manner so that reader could get maximum information and learn many things.
How to hack PUBG Mobile

M.yahya said...

These are some great tools that i definitely use for SEO work. This is a great list to use in the future..
betfair referral code

M.yahya said...

The website is looking bit flashy and it catches the visitors eyes. Design is pretty simple and a good user friendly interface.
Asbestos Claims

M.yahya said...

Wow i can say that this is another great article as expected of this blog.Bookmarked this site..
seo Chester

M.yahya said...

This is my first time i visit here. I found so many interesting stuff in your blog especially its discussion. From the tons of comments on your articles. I guess I am not the only one having all the enjoyment here! keep up the good work
playstation codes free

M.yahya said...

Thanks. that was a really cool read!
QuistBuilder

M.yahya said...

The information you have posted is very useful. The sites you have referred was good. Thanks for sharing..
Plastic Sheds

M.yahya said...

This is my first time i visit here. I found so many interesting stuff in your blog especially its discussion. From the tons of comments on your articles. I guess I am not the only one having all the enjoyment here! keep up the good work
iTunes Gift Card Codes

«Oldest ‹Older   1 – 200 of 258   Newer› Newest»