ravemother

yes & no to your tips.

1) Steven is the sour of apple and he wont live forever. if his health worsen (possible reoccurring cancer), apple's price will dive. no Steven jobs, no apple. this company is too dependent on one single person. But i still like apple for its grow only when Steven jobs is kicking.

2) RTP incurred a huge debt from acquiring Alcan and it is paying very high interest due to the equity shortage, thus eating away its profit. Also, car manufacturers are one of RTP biggest customers. how are the car makers doing now? govt spending on infrastructure will help, but it would be too late when u see the positive results.

3) HSBC shareholders receive over 5% interest 4 times per year.

[ 本帖最後由 ravemother 於 2009-1-16 23:49 編輯 ]

ravemother

原帖由 快樂牛郎 於 17-1-2009 01:50 AM 發表


I believe HSBC just cut all their dividends.

it is not official. this is what MS "thinks".

although i think they might, but even after they cut it, the pay out will still be much higher than many desposit options, including BMO. And dun forget the profit you could earn from the stock price.

ravemother

原帖由 快樂牛郎 於 17-1-2009 01:36 PM 發表


I would stay away from banks as their business models will change significantly. I prefer dividend yielding sectors whose business models will not change in a long time. i.e Water transportation / o ...

i agreed, sort of. i am strong believer in healthcare and energy

ravemother

原帖由 快樂牛郎 於 18-1-2009 01:23 AM 發表


Healthcare will be the most important issue in the next decade but it's not a sector in which everybody benefits.  With pressure from a lot of parties to bring down healthcare costs, it's unclear to ...

you pointed out a very good point. govt will definitely want to lower the cost of health care, but those who run health care business are, overall business people. govt forcing them to lower their price will eventually drive them out of business, which the govt certainly doesn't want to see.

therefore, i think the govt is going to lower cost of health cost and, on the other hand, giving financial assistant to healthcare company, which is a ugly cycle...more tax...?