Prof103’s Activity

Mon May 25

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Boards Post

Prof103 replied to the Investment Strategies board. 17:04

Re: Investing for retirement

"That 1900 to 1920 two decade period can be mostly attributed to the WW1 years, again during which share prices remained relatively flat in nominal terms, dividend values dropped some, whilst inflation was up at around 20% levels for a handful [more]

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Prof103 replied to the Paulypilot's Pub - Macro Topics board. 16:38

Re: Greek communists to be admired

There may well there be plenty of outside support to help rebuild with new money released under fairly harsh terms but the historic debt will be gone, and the future will be in the hands of the Greeks. Other countries have done this, we ourselves [more]

Fri May 1

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Boards Post

Prof103 replied to the High Yield - Share Strategies board. 22:11

Re: A grenade ?

Why do you characterise takeovers as a bad thing by describing them as a "grenade" and show a quote about the "risk" of being acquired? The authors of this paper were not coming at the subject from a HYPer's viewpoint and for [more]

Wed Apr 22

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Boards Post

Prof103 replied to the Investment Strategies board. 10:29

Re: Tactical Call

Right, call me rash if you will, but my sense of timing tells me this is the right call.

The FTSE, S&P, DAX, Nikkei and Hang Seng being where they are and a pig's breakfast of a UK election in the offing, plus the start of campaigning
[more]

Fri Mar 27

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Boards Post

Prof103 replied to the Paulypilot's Pub - Macro Topics board. 21:33

Re: Fixation with Market levels

Most people on these boards know that stock Market index levels are an artificial construct that do not, and should not, affect anyone's long term investing plan because they ignore inflation, dividends and the changing shape of the economy and [more]

Wed Mar 25

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Boards Post

Prof103 replied to the Bert's Investor Sanctuary board. 12:34

Re: Forever blowing bubbles

"I continue to find it puzzling why people find disinvestment from the market an active position, whereas 'not making a cake' is presumably understood not to be a type of baking."

Because when you disinvest you still have the [more]

Tue Mar 24

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Boards Post

Prof103 replied to the Bert's Investor Sanctuary board. 14:22

Re: Forever blowing bubbles

If I had to summarise demully's excellent post, I would pick this sentence from his last paragraph.

But yeah – it has definitely become a monetary bubble that cannot be grounded in economic activity… make the most of it while it [more]

Fri Mar 13

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Boards Post

Prof103 replied to the Property - Markets and Trends board. 16:45

Re: Give the young a break – let...prices

"I would suggest you are wrong in making the assumption that ”houses are assets and not commodities”. I would submit that it is the land on which they sit that is the asset rather than the house.

The land is the permanent asset and its [more]

Fri Dec 26

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Boards Post

Prof103 posted to the Investment Strategies board. 11:54

Prof103 2014 Portfolio Review

Given that this is more about investment strategy than portfolio management, I thought that it might be of more interest to post this 2014 year portfolio review here as I had done for the 2012 year. As in past years, the Ben Graham “The Intelligent [more]

Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1199
Recs Received 2098
People who have rec'd these posts 646
Recs to Posts Ratio (last 30 days) N/A
Threads Started 52
Threads Started Percentage 4.34 %
Most Frequent Board High Yield - Share Strategies
Very First Post Boost Your Pension in a Day (18/04/2006)
Percentage of Posts Rec'd 58.63 %
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