Prof103’s Activity

Tue May 3

NL

Boards Post

Prof103 replied to the Bert's Investor Sanctuary board. 21:48

Re: Donald and Hillary get closer

FWIW I think it will be much closer than people expect if Trump vs Hillary and there is a not insignificant chance Trump could win.

Unlikely I would say unless women, Black Americans and Hispanics turn to Trump.

P103

Sun Apr 17

NL

Boards Post

Prof103 replied to the Bert's Investor Sanctuary board. 21:18

Re: Disruptive technology?

There are two separate vinyl groups here.

"My suspicion is that vinyl only continues to exists because for audio nerds there is a noticeable difference."

This is the first group: the audiophiles who spend serious money on [more]

Thu Apr 14

NL

Boards Post

Prof103 replied to the Oil & Gas - Markets & Trends board. 14:07

Re: It's Time to Reassess

"Keeping in mind that Oil was only above $100 a barrel for a brief period,"

Not sure I'd call three & a half years a "brief period".


I would. :-)

NL

Boards Post

Prof103 replied to the Oil & Gas - Markets & Trends board. 11:42

Re: It's Time to Reassess

There is no need to wait for a spot price signal, you can now see that in the absence of an external shock the supply and demand curves are set to rebalance in the next 6-12 months. Over such a timeframe the opportunity risk is low. The demand [more]

Thu Apr 7

NL

Boards Post

Prof103 replied to the Investment Strategies board. 13:27

Re: Net Real

Interesting post,1nv35t, on the cumulative affect of taxation on total return but I wonder at your calculation.

£1 invested grows to £17.45, £16.45 profit x 25% tax = £4.11 payment due.
4% inflation rate over 30
[more]

Mon Apr 4

NL

Boards Post

Prof103 replied to the Bert's Investor Sanctuary board. 22:08

Re: Disruptive technology?


So we find ourselves in a situation where the limitations of an older technology, confine the extent to which sound engineers can be forced to do the 'loudness' trick. As overly loud and compressed music can be very wearing, people are going
[more]

Sat Mar 26

NL

Boards Post

Prof103 replied to the Cars & Driving board. 14:59

Re: Let's face it....

Let's face it.....we've all felt like doing it at some point, even if we've not actually gone through with it....

Having been on the receiving end, I subsequently was told by the car repairer that this is quite common. So I now avoid [more]

Mon Mar 21

NL

Boards Post

Prof103 posted to the Mining Sector board. 17:11

The miners have bottomed

The miners have bottomed. True or false? That is the proposition under consideration. By way of background, for some years I have not had a miner in my portfolio having sold BHP Billiton (at a profit) after it became apparent to anyone who cared to [more]

Mon Mar 7

NL

Boards Post

Prof103 replied to the Oil & Gas - Companies board. 17:46

Re: My view on current oil prices


Hindsight a wonderful thing and I don't know of anyone (apart from the perma-bears) who saw it coming. However if you think about the rise of production in Shale (and to some extent elsewhere) in the US and what that meant for Saudi Arabia it
[more]

Sun Mar 6

NL

Boards Post

Prof103 posted to the Jokers Corner board. 11:57

Ghost Riders

There had been a problem with Ghost Riders - drivers who drive the wrong way on autobahns - in West Germany.
One afternoon, a man switches on his car radio to hear "Achtung, achtung, there is a Ghost Rider 30 kilometres South of [more]

Thu Mar 3

NL

Boards Post

Prof103 replied to the Property - Markets and Trends board. 17:35

Re: Low interest rates spark...boom across Europ


Sorry, a house is an asset. Is a store of value.

Just because a house can be destroyed, doesn't mean that isn't. All assets have the risk, of becoming worthless/destroyed. However,in the majority of cases , they will increase in
[more]

Wed Mar 2

NL

Boards Post

Prof103 replied to the Investment Strategies board. 12:33

Re: blended strategy with vanguard smart beta ET


Whenever this statistical modeling technique is used, it is invariably the case that the more parameters that are introduced, the better the fit, but what analysts, engineers, etc. try to do is reduce the number of parameters to as few as
[more]

Sun Feb 28

NL

Boards Post

Prof103 replied to the Investment Strategies board. 22:11

Re: Minding the dividend


In regards to "a high yield stock corresponds to a low P/E stock", that's just not necessarily so. Just like any other stock, a high yielder can have a low dividend cover or a high dividend cover or, indeed, no dividend cover, and
[more]

NL

Boards Post

Prof103 replied to the High Yield - HYP Practical board. 15:06

Re: My total HYP


I must admit that my overall exposure to tobacco surprises me a bit. It's fair to say that I shan't be buying any more of them any time soon.


Actually, the exposure that leaps out at me is your Oil & Gas (BP and Shell) at [more]

Sat Feb 27

NL

Boards Post

Prof103 replied to the Investment Strategies board. 18:09

Re: Minding the dividend


Non-dividend paying stocks gave a total
return of 8.4% per year, while low-yield stocks
returned 9.1% and high-yielders gave 11.2%.


Care needs to be taken in the interpretation of this statement. For a start, dividends [more]

Fri Feb 26

NL

Boards Post

Prof103 replied to the Technical Analysis board. 10:32

Re: FTSE 22 Feb


This put me in mind of the story by Gogol "Dead Souls" in which a speculator went round buying up dead souls for almost no cost. These were serfs on which landowners had to pay tax each year until the next review every third year.
[more]

Thu Feb 25

NL

Boards Post

Prof103 replied to the Technical Analysis board. 21:11

Re: FTSE 22 Feb


As someone living from investment dividends, I regard gold as dead capital.

I couldn't live from investments with zero dividend return as I need to pay the bills.


I sense a business opportunity here. I wonder if it would [more]

Mon Feb 22

NL

Boards Post

Prof103 replied to the Investment Strategies board. 09:49

Re: Minding the dividend


Yes, and the problem with a statement like "half of equity returns come from dividends" is that it rather implies that if you invested only in shares that pay no dividends, your returns would somehow only be half of the market
[more]

Sat Feb 20

NL

Boards Post

Prof103 replied to the Investment Strategies board. 23:07

Re: Minding the dividend

Even the FT which I admire has its lapses.

The two quoted statements are inconsistent as will be demonstrated.

1) Dividends matter because over time they are the primary source of stock market returns, ...

2)
[more]

Fri Feb 19

NL

Boards Post

Prof103 replied to the High Yield - Share Strategies board. 15:19

Re: Interesting view


Just to be clear, a reduction in our requirement from say 4% of our portfolio to 3% is a 25% reduction and could be significant but if your income is £50,000 per annum, 1% is only £500.


My heart usually drops when I [more]

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1310
Recs Received 2357
People who have rec'd these posts 704
Recs to Posts Ratio (last 30 days) N/A
Threads Started 56
Threads Started Percentage 4.27 %
Most Frequent Board High Yield - Share Strategies
Very First Post Boost Your Pension in a Day (18/04/2006)
Percentage of Posts Rec'd 59.24 %
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