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September 2012



CAPS Accuracy

September 25, 2012 – Comments (7)

One of my curiosities is accuracy and in particular what's a good accuracy?   [more]



QE and the Price of Gold

September 19, 2012 – Comments (6) | RELATED TICKERS: GLD

I often read a lot of talk about QE and the price of gold. Many have claimed that all of this QE will result in surging gold prices (read the comment section at Zero Hedge for some examples). What I haven't heard is how that actually works. What I'd like to see is a decent theory (model) with actual supporting data.   [more]



ROIC, Growth and Dividend Policy

September 17, 2012 – Comments (2)

I'm a big believer that the value of a stock is related to the stream of dividends that the stock actually pays. After all, what good is a stock if my only means of profiting from it is to sell it to some other chump willing to pay more for it, eventually I'm going to run out of chumps (but not for a long time I suspect). But when I focus on the stream of dividends that I will receive over the course of its life, I don't have to worry about finding some chump. I can just sit back and watch the cash roll in.  [more]

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