Comments on: The Bottoming Process http://jontaplin.com/2008/12/04/the-bottoming-process/ Mon, 06 Sep 2010 22:50:53 +0000 hourly 1 http://wordpress.org/?v=3.0.1 By: john http://jontaplin.com/2008/12/04/the-bottoming-process/comment-page-1/#comment-24257 john Sat, 28 Feb 2009 13:34:42 +0000 http://jtaplin.wordpress.com/?p=2986#comment-24257 <a HREF="http://www.marketwatch.com/tools/quotes/intchart.asp?symb=GE&sid=2148&dist=TQP_chart_date&freq=1&time=3mo" rel="nofollow">GE chart since these comments</a> <a href="http://www.marketwatch.com/news/story/ge-slashes-quarterly-dividend-save/story.aspx?guid={618EAEEE-E61D-4522-A8B3-21D8DE89E8FE}" rel="nofollow">GE slashes quarterly dividend by two-thirds</a> GE chart since these comments

GE slashes quarterly dividend by two-thirds

]]> By: john http://jontaplin.com/2008/12/04/the-bottoming-process/comment-page-1/#comment-24258 john Sat, 28 Feb 2009 13:34:42 +0000 http://jtaplin.wordpress.com/?p=2986#comment-24258 <a HREF="http://www.marketwatch.com/tools/quotes/intchart.asp?symb=GE&sid=2148&dist=TQP_chart_date&freq=1&time=3mo" rel="nofollow">GE chart since these comments</a> <a href="http://www.marketwatch.com/news/story/ge-slashes-quarterly-dividend-save/story.aspx?guid={618EAEEE-E61D-4522-A8B3-21D8DE89E8FE}" rel="nofollow">GE slashes quarterly dividend by two-thirds</a> GE chart since these comments

GE slashes quarterly dividend by two-thirds

]]> By: john http://jontaplin.com/2008/12/04/the-bottoming-process/comment-page-1/#comment-24254 john Sat, 06 Dec 2008 15:32:11 +0000 http://jtaplin.wordpress.com/?p=2986#comment-24254 GE made fifty cents of every dollar from GE Capital. I would not describe its dividend as "rock solid". GE made fifty cents of every dollar from GE Capital. I would not describe its dividend as “rock solid”.

]]> By: john http://jontaplin.com/2008/12/04/the-bottoming-process/comment-page-1/#comment-24256 john Sat, 06 Dec 2008 15:32:11 +0000 http://jtaplin.wordpress.com/?p=2986#comment-24256 GE made fifty cents of every dollar from GE Capital. I would not describe its dividend as "rock solid". GE made fifty cents of every dollar from GE Capital. I would not describe its dividend as “rock solid”.

]]> By: Davaudian http://jontaplin.com/2008/12/04/the-bottoming-process/comment-page-1/#comment-24252 Davaudian Sat, 06 Dec 2008 06:04:46 +0000 http://jtaplin.wordpress.com/?p=2986#comment-24252 Jon, you're right about the dividend. If you use the rule of 72, that means 12 years to double your money. Google can double at $550 in , hell I don't know, but less than 12. I thought about some GE, but I'll wait till it's under $10. Jon, you’re right about the dividend. If you use the rule of 72, that means 12 years to double your money. Google can double at $550 in , hell I don’t know, but less than 12. I thought about some GE, but I’ll wait till it’s under $10.

]]> By: Davaudian http://jontaplin.com/2008/12/04/the-bottoming-process/comment-page-1/#comment-24253 Davaudian Sat, 06 Dec 2008 06:04:46 +0000 http://jtaplin.wordpress.com/?p=2986#comment-24253 Jon, you're right about the dividend. If you use the rule of 72, that means 12 years to double your money. Google can double at $550 in , hell I don't know, but less than 12. I thought about some GE, but I'll wait till it's under $10. Jon, you’re right about the dividend. If you use the rule of 72, that means 12 years to double your money. Google can double at $550 in , hell I don’t know, but less than 12. I thought about some GE, but I’ll wait till it’s under $10.

]]> By: Davaudian http://jontaplin.com/2008/12/04/the-bottoming-process/comment-page-1/#comment-24255 Davaudian Sat, 06 Dec 2008 06:04:46 +0000 http://jtaplin.wordpress.com/?p=2986#comment-24255 Jon, you're right about the dividend. If you use the rule of 72, that means 12 years to double your money. Google can double at $550 in , hell I don't know, but less than 12. I thought about some GE, but I'll wait till it's under $10. Jon, you’re right about the dividend. If you use the rule of 72, that means 12 years to double your money. Google can double at $550 in , hell I don’t know, but less than 12. I thought about some GE, but I’ll wait till it’s under $10.

]]> By: Jon Taplin http://jontaplin.com/2008/12/04/the-bottoming-process/comment-page-1/#comment-24243 Jon Taplin Sat, 06 Dec 2008 05:39:05 +0000 http://jtaplin.wordpress.com/?p=2986#comment-24243 Davaudian-You buy GE because it pays you a 6% dividend and you have considerable up side in a recovery. Google Pays no dividend and it would have to go to $600 again to get the kind of lift you could get from $19 GE. Besides, GE makes Wind Turbines, Solar power equipment, clean jet engines and locomotives, etc. Well positioned for the Green New Deal. Don't get me wrong, I think Google is a good company, I'm just looking for better return with a solid dividend in a really funky market. Davaudian-You buy GE because it pays you a 6% dividend and you have considerable up side in a recovery. Google Pays no dividend and it would have to go to $600 again to get the kind of lift you could get from $19 GE. Besides, GE makes Wind Turbines, Solar power equipment, clean jet engines and locomotives, etc. Well positioned for the Green New Deal.

Don’t get me wrong, I think Google is a good company, I’m just looking for better return with a solid dividend in a really funky market.

]]> By: Jon Taplin http://jontaplin.com/2008/12/04/the-bottoming-process/comment-page-1/#comment-24251 Jon Taplin Sat, 06 Dec 2008 05:39:05 +0000 http://jtaplin.wordpress.com/?p=2986#comment-24251 Davaudian-You buy GE because it pays you a 6% dividend and you have considerable up side in a recovery. Google Pays no dividend and it would have to go to $600 again to get the kind of lift you could get from $19 GE. Besides, GE makes Wind Turbines, Solar power equipment, clean jet engines and locomotives, etc. Well positioned for the Green New Deal. Don't get me wrong, I think Google is a good company, I'm just looking for better return with a solid dividend in a really funky market. Davaudian-You buy GE because it pays you a 6% dividend and you have considerable up side in a recovery. Google Pays no dividend and it would have to go to $600 again to get the kind of lift you could get from $19 GE. Besides, GE makes Wind Turbines, Solar power equipment, clean jet engines and locomotives, etc. Well positioned for the Green New Deal.

Don’t get me wrong, I think Google is a good company, I’m just looking for better return with a solid dividend in a really funky market.

]]> By: Davaudian http://jontaplin.com/2008/12/04/the-bottoming-process/comment-page-1/#comment-24241 Davaudian Sat, 06 Dec 2008 04:31:10 +0000 http://jtaplin.wordpress.com/?p=2986#comment-24241 Whoa, give me a minute to digest this....."liars figure, and figures lie" comes to mind. As far as GE, they've been around for 100 years with a reputation and capital assets that could be decades old and dollars were young. How can we estimate a Q replacement company and allow for inflation/value at todays market cap. I'm not convinced even though Bill Gross and Jon Taplin are professional smart guys. P.S. Hey JT....Why would anyone buy GE when they could buy Google???? Whoa, give me a minute to digest this…..”liars figure, and figures lie” comes to mind. As far as GE, they’ve been around for 100 years with a reputation and capital assets that could be decades old and dollars were young. How can we estimate a Q replacement company and allow for inflation/value at todays market cap. I’m not convinced even though Bill Gross and Jon Taplin are professional smart guys.
P.S. Hey JT….Why would anyone buy GE when they could buy Google????

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