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Re: How to buy oil in the stock market?

Breeder reactors are essentially a dead issue. I can't think of anyone who has a breeder reactor programme going? Although the article does say Oak Ridges TN is again producing the isotope (about 3 lbs pa, a probe uses c 10 lbs). Russia has a big breeder reactor program. This from a few months ago:...
by Valuethinker
Fri Oct 24, 2014 12:00 pm
 
Forum: Investing - Theory, News & General
Topic: How to buy oil in the stock market?
Replies: 32
Views: 1707

Re: How to buy oil in the stock market?

Lockheed Martin's new fusion reactor thing pans out, oil might not even do well. ;) I don't know if I can place adequate emphasis on the "if" in that sentence though. I am surprised they went live with that. Because if they have done it, it's as important to National Security, potentially...
by Valuethinker
Fri Oct 24, 2014 11:10 am
 
Forum: Investing - Theory, News & General
Topic: How to buy oil in the stock market?
Replies: 32
Views: 1707

Re: How to buy oil in the stock market?

I am surprised they went live with that. Because if they have done it, it's as important to National Security, potentially, as the development of the hydrogen bomb. A fusion reactor that small would also be a great bomb-making plant. A race as fond of political and religious conflict as ours is, ar...
by Valuethinker
Fri Oct 24, 2014 11:06 am
 
Forum: Investing - Theory, News & General
Topic: How to buy oil in the stock market?
Replies: 32
Views: 1707

Re: Mr. Market turns on Amazon

Amazon doesn't have to deal with stores I've read that Amazon is opening a store in New York City, and may already have one in Seattle and one or two other places. I wonder if this falls into the category of "quirky side-project" that many believe is costing Amazon money. Of course, your ...
by Valuethinker
Fri Oct 24, 2014 9:38 am
 
Forum: Investing - Theory, News & General
Topic: Mr. Market turns on Amazon
Replies: 36
Views: 2945

Re: How to buy oil in the stock market?

Off topic, but: I am surprised they went live with that. Because if they have done it, it's as important to National Security, potentially, as the development of the hydrogen bomb. A fusion reactor that small would also be a great bomb-making plant. A fusion (aka hydrogen) bomb requires a fission b...
by Valuethinker
Fri Oct 24, 2014 8:55 am
 
Forum: Investing - Theory, News & General
Topic: How to buy oil in the stock market?
Replies: 32
Views: 1707

Re: IBM: Stock Buybacks Gone Wrong?

...I just don't get the idea that IBM might go to $0... Why not? Because they're such a big, familiar, comfortable name? Control Data went to $0, Pr1me went to $0, Digital Equipment Corporation went to $0, DEC was bought by Compaq and then acquired by HP, so not quite zero-- just a fairly disappoin...
by Valuethinker
Fri Oct 24, 2014 6:33 am
 
Forum: Investing - Theory, News & General
Topic: IBM: Stock Buybacks Gone Wrong?
Replies: 65
Views: 3755

Re: IBM: Stock Buybacks Gone Wrong?

Nowhere in all of Warren Buffett's text do I see any mention of whether he thinks IBM is continuing to make good products or provide good services . Maybe he takes it for granted. Or maybe he just has no clue about tech and doesn't want to look foolish by trying to talk about the tech products/serv...
by Valuethinker
Fri Oct 24, 2014 6:24 am
 
Forum: Investing - Theory, News & General
Topic: IBM: Stock Buybacks Gone Wrong?
Replies: 65
Views: 3755

Re: Mr. Market turns on Amazon

Amazon has so little earnings because they constantly expand. How much of that is focused on relevant projects and how much frittering away earnings on ridiculous side projects? http://www.extremetech.com/wp-content/uploads/2013/12/amazon-prime-air-640x353.jpg I could never figure out whether this ...
by Valuethinker
Fri Oct 24, 2014 6:08 am
 
Forum: Investing - Theory, News & General
Topic: Mr. Market turns on Amazon
Replies: 36
Views: 2945

Re: Mr. Market turns on Amazon

So does this mean Amazon has been steadily losing money? If so, where does that money come from? Selling stock? Borrowing more and more? Inquiring minds who do not follow individual stocks want to know :happy AFAIK they have not issued new stock (other than executives exercising stock options) in s...
by Valuethinker
Fri Oct 24, 2014 6:02 am
 
Forum: Investing - Theory, News & General
Topic: Mr. Market turns on Amazon
Replies: 36
Views: 2945

Re: Tesla S

. I wouldn't mind if other people who are all terrible drivers use self-driving technology that is presumably safer, on the other hand. You are probably not aware of research that shows that 85 per cent of Americans (circa) consider themselves to be above average drivers? But only 60% of Swedes? ;-...
by Valuethinker
Fri Oct 24, 2014 5:40 am
 
Forum: Personal Consumer Issues
Topic: Tesla S
Replies: 549
Views: 60153

Re: How to buy oil in the stock market?

Just wanted to make sure the OP understood the significance of the work "intended". In this case, I did not want him/ her to assume hey USO to oil is like GLD to gold. That is the mistake many make. The product is a futures product and want to make sure they knew it was not the same thing...
by Valuethinker
Fri Oct 24, 2014 5:19 am
 
Forum: Investing - Theory, News & General
Topic: How to buy oil in the stock market?
Replies: 32
Views: 1707

Re: How to buy oil in the stock market?

I have some extra money in my etrade account, and I was thinking about buying oil shares. I know ETF like USO don't track oil prices, so are there any other ETF that do closely track oil? Or is the only way to do it like that is to buy oil futures? Aares, I would not recommend investing in oil or a...
by Valuethinker
Fri Oct 24, 2014 5:16 am
 
Forum: Investing - Theory, News & General
Topic: How to buy oil in the stock market?
Replies: 32
Views: 1707

Re: Tesla S

Today, you can summon a taxi to your driveway, or a rental car to your driveway on demand. It is not far away from summoning a self-driving car, just pay a little bit more money. I may be in the minority or may this reflect my relatively young age, but I enjoy driving. I wouldn't mind if other peop...
by Valuethinker
Fri Oct 24, 2014 5:07 am
 
Forum: Personal Consumer Issues
Topic: Tesla S
Replies: 549
Views: 60153

Re: Best place (with warm weather) to raise children

My wife and I may consider moving once our children start public schools. When that time comes we hope to be able to work part-time so we want to really enjoy where we're living. Our top priorities would be: 1. Top-notch public K-12 schools (or possibly inexpensive/free charter) 2. Great weather (s...
by Valuethinker
Thu Oct 23, 2014 2:57 pm
 
Forum: Personal Consumer Issues
Topic: Best place (with warm weather) to raise children
Replies: 73
Views: 4934

Re: Building a New House, Advice please.

Consider building the exterior walls with ICFs: Insulated Concrete Forms. Especially since this will be in Oklahoma where the threat of tornados is high, the difference in cost could be well worth it. Thanks! Thats one of the items on our list to discuss. I'll let you know how it comes out. BW My b...
by Valuethinker
Thu Oct 23, 2014 2:50 pm
 
Forum: Personal Consumer Issues
Topic: Building a New House, Advice please.
Replies: 63
Views: 4821

Re: Good Modern Science Fiction

* and Stranger in a Strange Land, which I think highly overrated. Again like TEFL though one has to remember that when it came out, this was a new and fresh way to write SF. TEFL is a near future dystopian world, which writes quite convincingly about the ultimate sex change, and at that time, well,...
by Valuethinker
Thu Oct 23, 2014 11:41 am
 
Forum: Personal Consumer Issues
Topic: Good Modern Science Fiction
Replies: 131
Views: 5796

Re: Tesla S

What this thread reminds me of is just how much money we leave sitting in our driveways. UK car prices are c. 30% higher than US, like for like. So even more so. It's a lot to have sitting in a depreciating asset. Of course houses depreciate too-- but not in London of the last 20 years (there have p...
by Valuethinker
Thu Oct 23, 2014 10:07 am
 
Forum: Personal Consumer Issues
Topic: Tesla S
Replies: 549
Views: 60153

Re: Tesla S

An electric car makes no sense for people like us: live in urban area with no personal driveway or garage. To charge it from the house, the cord would have to cross the sidewalk to the car, *if* we could get a space right in front of our house (which we can sometimes, but not consistently). Yes. An...
by Valuethinker
Thu Oct 23, 2014 6:37 am
 
Forum: Personal Consumer Issues
Topic: Tesla S
Replies: 549
Views: 60153

Re: IBM: Stock Buybacks Gone Wrong?

Cringely has some interesting things to say about Buffett, too. For those who like to read things and pick stocks, I am absolutely NOT saying Cringely has the crystal ball, but I am saying that most of the financial writers are an echo chamber and it is quite interesting to read comments from an in...
by Valuethinker
Wed Oct 22, 2014 10:25 am
 
Forum: Investing - Theory, News & General
Topic: IBM: Stock Buybacks Gone Wrong?
Replies: 65
Views: 3755

Re: How does one hedge against deflation?

Size doesn't matter. What matters is that the sovereign issues its own currency. Japan, and China for that matter, cannot default unless they want to for some perverse reason. So the PIGS risk is high. Germany of course does not issue its own money; and is the outlier because of their austerity. I ...
by Valuethinker
Wed Oct 22, 2014 10:03 am
 
Forum: Investing - Theory, News & General
Topic: How does one hedge against deflation?
Replies: 52
Views: 3818

Re: IBM: Stock Buybacks Gone Wrong?

Cringely has some interesting things to say about Buffett, too. For those who like to read things and pick stocks, I am absolutely NOT saying Cringely has the crystal ball, but I am saying that most of the financial writers are an echo chamber and it is quite interesting to read comments from an in...
by Valuethinker
Wed Oct 22, 2014 9:53 am
 
Forum: Investing - Theory, News & General
Topic: IBM: Stock Buybacks Gone Wrong?
Replies: 65
Views: 3755

Re: IBM: Stock Buybacks Gone Wrong?

Do large acquisitions work for tech cos? Having been working a couple of decades at large tech cos in Silicon Valley, and witness the integration process of many acquisitions, I would say that overall, they are very challenging. Best case, the acquirer will take advantage of part of the technology/...
by Valuethinker
Wed Oct 22, 2014 7:10 am
 
Forum: Investing - Theory, News & General
Topic: IBM: Stock Buybacks Gone Wrong?
Replies: 65
Views: 3755

Re: IBM: Stock Buybacks Gone Wrong?

Several business instructors I had said, "If the only way a CEO can add value to a stock is through buybacks, it is time to get a new CEO.". The same thing is said for raises dividends much faster than revenue/profit growth. One worked at IBM for decades. They were not corporate finance p...
by Valuethinker
Wed Oct 22, 2014 5:07 am
 
Forum: Investing - Theory, News & General
Topic: IBM: Stock Buybacks Gone Wrong?
Replies: 65
Views: 3755

Re: IBM: Stock Buybacks Gone Wrong?

inbox788, Since they have been consistently doing buybacks, they must have concluded that their stock was consistently undervalued for more than a decade and was always a good investment. They were probably right some of the time but I suspect that there were other motives at work. That is some lis...
by Valuethinker
Wed Oct 22, 2014 5:01 am
 
Forum: Investing - Theory, News & General
Topic: IBM: Stock Buybacks Gone Wrong?
Replies: 65
Views: 3755

Re: IBM: Stock Buybacks Gone Wrong?

When companies announce significant acquisitions the share price of the acquirer usually goes down. McKinsey tracked a large database of acquisitions, and found that only about 1/3 created a positive shareholder return (for the acquirer) and that the initial reaction of the stock market (to mark the...
by Valuethinker
Wed Oct 22, 2014 4:58 am
 
Forum: Investing - Theory, News & General
Topic: IBM: Stock Buybacks Gone Wrong?
Replies: 65
Views: 3755

Re: How does one hedge against deflation?

... Once the TIPS fell below par, it would (mathematically) have to offer a real return to an investor-- making them quite attractive instruments. How would a TIPS trading below par because of a rise in real interest rates have a higher real YTM than one just issued offering the same recently-risen...
by Valuethinker
Wed Oct 22, 2014 4:33 am
 
Forum: Investing - Theory, News & General
Topic: How does one hedge against deflation?
Replies: 52
Views: 3818

Re: How does one hedge against deflation?

PS. Because of the Treasury's guarantee, wouldn't a TIPS bond whose adjusted principle was below par value due to prolonged deflation likely be valued "at par" by the market? If close to maturity, yes it would trade at par. If there was significant deflation a long way before maturity (a ...
by Valuethinker
Tue Oct 21, 2014 1:43 pm
 
Forum: Investing - Theory, News & General
Topic: How does one hedge against deflation?
Replies: 52
Views: 3818

Re: US REITs: An Expanding Market

Actually I have seen Die Hard (the one with Bruce Willis, not John Bogle ;-)), and you have lots of tall buildings in downtown LA (and San Francisco) ;-). Or in an analogous tectonic zone, Tokyo has plenty of very tall buildings. There *is* a resistance to building new tall structures that there is...
by Valuethinker
Tue Oct 21, 2014 12:26 pm
 
Forum: Investing - Theory, News & General
Topic: US REITs: An Expanding Market
Replies: 29
Views: 3995

Re: PhD in Computer Engineering?

Financial industry is actively recruiting "rocket scientists." If all other prospects fail, one can settle for a $200k salary on Wall Street. Victoria I thought the financial industry was kind of struggling these days. What areas are actively recruiting rocket scientists? The financial in...
by Valuethinker
Tue Oct 21, 2014 12:12 pm
 
Forum: Personal Finance (Not Investing)
Topic: PhD in Computer Engineering?
Replies: 33
Views: 3342

Re: Local college invests 56% of assets in "alternatives"

The race to impugn the motivations of university trustees is depressing and, in my view, incorrect. There IS a danger of sociological 'me too' ism. Harvard is doing it, so why don't we? Fiduciary duty says Yale is doing it, so so should we. A failure to correctly anticipate the Key Success Factors i...
by Valuethinker
Mon Oct 20, 2014 9:54 am
 
Forum: Investing - Theory, News & General
Topic: Local college invests 56% of assets in "alternatives"
Replies: 29
Views: 2834

Re: The Euro-Boglehead way of Bonds

Investment is the art of 'good enough'. International Bonds for US investors seems somewhat unnecessary. Not disliked per se. They have a huge domestic bond market, US government backing, without currency risk better yields are not really available from other countries (Japan? Germany?). For a Euro ...
by Valuethinker
Sun Oct 19, 2014 8:23 am
 
Forum: Investing - Theory, News & General
Topic: The Euro-Boglehead way of Bonds
Replies: 6
Views: 596

Re: Any reason not to buy the International Bond Index Fund?

As per other posters given that the currency risk is hedged the impact on total returns and volatility will be small. If the US has some kind of economic crisis the dollar will fall, and the fund, which hedges, will take that pain (but not the pain, presumably, of higher interest rates). Compared to...
by Valuethinker
Sun Oct 19, 2014 7:39 am
 
Forum: Investing - Help with Personal Investments
Topic: Any reason not to buy the International Bond Index Fund?
Replies: 15
Views: 1852

Re: Building a New House, Advice please.

Random thoughts: I am not a big fan of Tyvek. I do like ZIP Wall (Huber product) for exterior sheathing, but I like the 19/32" rather than 15/32". I like Zip with foam board over it, then an added WRB like black paper over the foam. I would frame using Advanced Framing methods, which is b...
by Valuethinker
Sun Oct 19, 2014 6:37 am
 
Forum: Personal Consumer Issues
Topic: Building a New House, Advice please.
Replies: 63
Views: 4821

Re: List of private companies that don't trade stocks--huge!

You can access some of these business by investing in private equity. I think it is a good strategy really. For stocks and bonds, go passive and cheap with Vanguard funds, and then capture some of the returns from private business by buying into some private equity deals/funds. Interesting if you f...
by Valuethinker
Sat Oct 18, 2014 5:03 pm
 
Forum: Investing - Theory, News & General
Topic: [Exposure to privately held companies via corporate bonds?]
Replies: 3
Views: 219

Re: [Exposure to privately held companies via corporate bond

[split from old thread List of private companies that don't trade stocks--huge! - admin alex] Would it make sense to invest in corporate bonds issued by private companies to get exposure to private companies in addition to public companies in a total stock market index fund? Has there ever existed ...
by Valuethinker
Sat Oct 18, 2014 5:02 pm
 
Forum: Investing - Theory, News & General
Topic: [Exposure to privately held companies via corporate bonds?]
Replies: 3
Views: 219

Re: TBM too much treasury?

So apparently there are orthodox and reformed Bogleheads... who knew? Sorry I fell out of my chair laughing. :happy :sharebeer :sharebeer I have to misquote Mad Magazine at this point: 'There are orthodox, conservative and reformed Bogleheads. Then there are very liberal Bogleheads we like to call ...
by Valuethinker
Sat Oct 18, 2014 11:52 am
 
Forum: Investing - Help with Personal Investments
Topic: TBM too much treasury?
Replies: 67
Views: 4219

Re: Solarcity Solar Bonds

Alex Frakt wrote:
Valuethinker wrote:Larry Swedroe's book on individual bond investment is good. So is ?Anna Thiu? (can't remember her surname).

Annette Thau - amazon.com/The-Bond-Book-Third-Edition
Larry Swedroe - amazon.com/Only-Guide-Winning-Bond-Strategy-Youll


Thank you!
by Valuethinker
Sat Oct 18, 2014 10:35 am
 
Forum: Investing - Help with Personal Investments
Topic: Solarcity Solar Bonds
Replies: 6
Views: 824

Re: house odor after crawlspace encapsulation

My bad, Ammonium Sulfate fire retardant (and boric acid) Ammonium nitrate might be... the opposite... of a fire retardant, really. This feels like a Hal Clement or Poul Anderson 'world building' science fiction novel ;-). In what sort of alien environment would the aliens use ammonium nitrate as a ...
by Valuethinker
Sat Oct 18, 2014 10:06 am
 
Forum: Personal Consumer Issues
Topic: house odor after crawlspace encapsulation
Replies: 46
Views: 3006

Re: At my age is it ever to late to invest?( UK)

There is a complex interaction with the tax credit system and I am not an expert/ can't say any more. Your assets may increase and reduce your eligibility for other benefits in retirement. It's hard to find a personal pension provider charging you less than 1.0%. I use one of the big insurance compa...
by Valuethinker
Sat Oct 18, 2014 10:04 am
 
Forum: Investing - Help with Personal Investments
Topic: At my age is it ever to late to invest?( UK)
Replies: 13
Views: 1253

Re: Solarcity Solar Bonds

I spend quite a bit of time thinking about investment/ sustainability issues. My general take is this. Make your investments for financial return and diversification. Make regular monetary contributions to causes which you favour. None of the big NGOs has a huge budget, yet something like RAN has be...
by Valuethinker
Sat Oct 18, 2014 9:53 am
 
Forum: Investing - Help with Personal Investments
Topic: Solarcity Solar Bonds
Replies: 6
Views: 824

Re: US REITs: An Expanding Market

Supply of space is not however fixed: buildings get taller. In London we dig basements as well. Not so many tall buildings or basements here in California . Concentrate on California REITs ;) ? ;-). Actually I have seen Die Hard (the one with Bruce Willis, not John Bogle ;-)), and you have lots of ...
by Valuethinker
Sat Oct 18, 2014 9:43 am
 
Forum: Investing - Theory, News & General
Topic: US REITs: An Expanding Market
Replies: 29
Views: 3995

Re: US REITs: An Expanding Market

It makes you wonder if this is an asset class that is overcrowded with too many dollars chasing few real opportunities (at least in the US). Perhaps the majority of US real estate is still privately held, rather than in REITs. So one could argue the reverse ie that there are lots of REITs yet to be...
by Valuethinker
Fri Oct 17, 2014 12:59 pm
 
Forum: Investing - Theory, News & General
Topic: US REITs: An Expanding Market
Replies: 29
Views: 3995

Re: US REITs: An Expanding Market

^ Agreed. REITs have been great when cheap (1999,2008) compared to the market. They were essentially value stocks. When they inevitably become cheap again, I would consider adding a slice to my portfolio. What's a good measurement for determining if a REIT is a good buy? I have heard that Price to ...
by Valuethinker
Fri Oct 17, 2014 12:57 pm
 
Forum: Investing - Theory, News & General
Topic: US REITs: An Expanding Market
Replies: 29
Views: 3995

Re: US REITs: An Expanding Market

fwiw Long term REIT earnings grow minus 1.5% in REAL terms I wonder why that happened. I'd expect REIT earnings to grow with rents over the long term and for rents to rise at or above the rate inflation (since the supply of land is fixed). Supply of space is not however fixed: buildings get taller....
by Valuethinker
Fri Oct 17, 2014 12:55 pm
 
Forum: Investing - Theory, News & General
Topic: US REITs: An Expanding Market
Replies: 29
Views: 3995

Re: Is it possible to have a favorite movie

Blade Runner A fondness for it was part of what got my spouse interested in me ;-). It is not, rewatching it, a perfect movie. But it has many, many moments of near perfection. To find as thoughtful a science fiction movie, again, you have to go to Gattacca , say. Unsurprisingly, perhaps, my next f...
by Valuethinker
Fri Oct 17, 2014 11:29 am
 
Forum: Personal Consumer Issues
Topic: Is it possible to have a favorite movie
Replies: 82
Views: 3116

Re: PhD in Computer Engineering?

Please don't confuse computer engineering with computer science. CE is a few courses different from EE. CS is closer to a math/programming/network eng degree. My son is in a CE program right now, and I'm a EE. From personal experience, the best college for a specific grad program will not necessari...
by Valuethinker
Fri Oct 17, 2014 10:40 am
 
Forum: Personal Finance (Not Investing)
Topic: PhD in Computer Engineering?
Replies: 33
Views: 3342

Re: PhD in Computer Engineering?

Postby VictoriaF » Tue Oct 14, 2014 10:39 pm Financial industry is actively recruiting "rocket scientists." If all other prospects fail, one can settle for a $200k salary on Wall Street. Victoria These days, the tendency is more to hire people with engineering undergrads (or physics or ap...
by Valuethinker
Fri Oct 17, 2014 10:38 am
 
Forum: Personal Finance (Not Investing)
Topic: PhD in Computer Engineering?
Replies: 33
Views: 3342

Re: How to wrap my head around downsizing my home?

Back Bay besides the costs also has very uneven sidewalks and is probably not such a good area for someone anticipating mobility issues. Back Bay has another interesting issue. Boston is at much higher risk of earthquakes than most people think. We get 3's around here every few years but a 6 or mor...
by Valuethinker
Fri Oct 17, 2014 10:16 am
 
Forum: Personal Consumer Issues
Topic: How to wrap my head around downsizing my home?
Replies: 47
Views: 3559

Re: PhD in Computer Engineering?

My son is finishing his senior year at a good but not great EE/CE school (nationally ranked around 90th) and has a good gpa (around 3.7). He had a research fellowship over the summer, and is now interested in getting a PhD and doing research in CE. How hard is it to get admitted to a top 20 or top ...
by Valuethinker
Fri Oct 17, 2014 7:10 am
 
Forum: Personal Finance (Not Investing)
Topic: PhD in Computer Engineering?
Replies: 33
Views: 3342

Re: Best town I've never heard of [for relocating]

Just saw an article from US News and World Reports naming Buffalo, NY as one of the 10 best places to retire if you are living on SS alone. Not if you've grown up in Buffalo. I did and still here :D Watching the decline of Buffalo down the decades, from the perspective of Channel 7 Eyewitness News,...
by Valuethinker
Fri Oct 17, 2014 7:02 am
 
Forum: Personal Consumer Issues
Topic: Best town I've never heard of [for relocating]
Replies: 97
Views: 9672
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