Search found 278 matches
- Thu Jan 13, 2005 6:58 pm
- Forum: SWR Research Group
- Topic: War games - 2% vs 4% today
- Replies: 54
- Views: 39904
- Thu Jan 13, 2005 8:29 am
- Forum: SWR Research Group
- Topic: War games - 2% vs 4% today
- Replies: 54
- Views: 39904
- Thu Jan 06, 2005 2:03 am
- Forum: SWR Research Group
- Topic: Over Valued?
- Replies: 32
- Views: 29592
- Wed Jan 05, 2005 2:01 pm
- Forum: SWR Research Group
- Topic: Over Valued?
- Replies: 32
- Views: 29592
- Tue Jan 04, 2005 12:56 am
- Forum: SWR Research Group
- Topic: Deluxe Calculator V1.1A04
- Replies: 5
- Views: 6698
- Thu Dec 30, 2004 10:32 pm
- Forum: SWR Research Group
- Topic: Over Valued?
- Replies: 32
- Views: 29592
That's 12% per year - sounds high. If one did the property management themselves and some repairs, is that a more reliabable way to get a 6-7% SWR than equities ? Like any small business, rental real estate depends a lot upon the skill of the individual. Some people make quite a good living with it...
- Wed Dec 29, 2004 9:52 pm
- Forum: SWR Research Group
- Topic: P/E10's for International Markets
- Replies: 9
- Views: 10456
With regard to equity mutual funds, Sir John recommends the value investor just play it safe for now, and wait. Trends change. There may be untapped areas such as micro caps, but it is difficult to invest here via mutual funds. You almost have to be able to pick your own micro cap stocks, or hire a ...
- Wed Dec 29, 2004 9:27 pm
- Forum: SWR Research Group
- Topic: Over Valued?
- Replies: 32
- Views: 29592
PE's should be higher than normal now because interest rates are so low Interest rates can change. less capital is needed per dollar of earnings This is a double edged sword. Less capital intensive industries means more labor intensive industries. Labor costs are rising, and human productivity does...
- Wed Dec 29, 2004 9:05 am
- Forum: SWR Research Group
- Topic: P/E10's for International Markets
- Replies: 9
- Views: 10456
Maybe the numbers above are wrong and/or I'm grossly missing additional risks... Sir John Templeton, who made a career of investing in under valued international assets, recently stated that for the first time ever he can find no good values any where in the world. Seeking value has become very pop...
- Tue Dec 28, 2004 7:39 am
- Forum: SWR Research Group
- Topic: Over Valued?
- Replies: 32
- Views: 29592
- Wed Dec 22, 2004 5:59 pm
- Forum: SWR Research Group
- Topic: Intercst Article on 2% SWR
- Replies: 64
- Views: 53756
By having a high stock allocation that loses money in the early years. They are unlikely to fall more than they did during the Great Depression, but retirees back then had deflation to cushion the blow. Now that the fed has taken a determined stance to prevent deflation at all costs, there is the v...
- Wed Dec 22, 2004 5:37 pm
- Forum: SWR Research Group
- Topic: Demographics and Dividends
- Replies: 5
- Views: 6867
- Mon Dec 20, 2004 5:09 pm
- Forum: SWR Research Group
- Topic: HDBR50 Returns versus Earnings Yield
- Replies: 23
- Views: 18209
Today's earnings support is much stronger than that of 1967. Today's dividend amounts are much more secure. There is room on the upside for dividend increases. That's something at least. The dividend yield may be microscopic, but at least it may be more likely to keep up with inflation than it did ...
- Sun Dec 19, 2004 3:59 pm
- Forum: SWR Research Group
- Topic: HDBR50 Returns versus Earnings Yield
- Replies: 23
- Views: 18209
- Sun Dec 19, 2004 3:55 pm
- Forum: SWR Research Group
- Topic: HDBR50 Returns versus Earnings Yield
- Replies: 23
- Views: 18209
- Sat Dec 18, 2004 3:14 pm
- Forum: SWR Research Group
- Topic: HDBR50 Returns versus Earnings Yield
- Replies: 23
- Views: 18209
- Fri Dec 17, 2004 1:56 pm
- Forum: SWR Research Group
- Topic: HDBR50 Returns versus Earnings Yield
- Replies: 23
- Views: 18209
- Thu Dec 16, 2004 8:59 pm
- Forum: SWR Research Group
- Topic: HDBR50 Returns versus Earnings Yield
- Replies: 23
- Views: 18209
- Sat Dec 11, 2004 6:23 pm
- Forum: SWR Research Group
- Topic: High Dividend Strategies
- Replies: 70
- Views: 87345
- Sat Dec 11, 2004 9:58 am
- Forum: SWR Research Group
- Topic: CTVR80 versus Earnings Yield
- Replies: 43
- Views: 30896
My own assessment of this time is that many people are going to be blindsided by lower than expected stock market returns in the next decade or two. That could make the new Social Security private accounts a disaster for anyone middle aged or above. They will lose part of their government guarantee...