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You're right about dividends, though I do think they have it right with the quarterly payout and fractional share issues. I invest in US stocks for cap. gains. If it's dividends someone is after they'd be much better off with higher yields in Aus. as well as the franking credits. Been...

Dead company walking imo - unless they can get some serious innovation going and mass consumer appeal. It'll be a slow, painful death - but it'll happen. I wouldn't touch them unless the story changes.

I'm opening positions in some higher PE stocks at the moment, but that ones too high even for me! :D

<Off on a tangent here > If I do put some more money in over the next few months, seriously considering putting some of it towards direct exposure to the Brazillian market. At this early stage I've looked at some of the ETF's including EWZ & FBZ, but I do like the idea of some more direct...

Don't follow RIM myself, but from what I've read in passing - I'd agree with your take on them. Not a stock I'd be looking at getting into any time soon. Mine are still tracking fairly well, AKAM seems to be the dog of my bunch at the moment. Thinking my next move (prob. not for a while)...

No not Amazon, WFMI. They are still experiencing measured but high growth with plenty of room for further expansion - and they're being quite disciplined with it as well, not trying to open another hundred locations per year, remaining cautious in UK until they see better signs etc. They've also...

Hi RH, sorry I don't know any LIC's over there - my strategy has been buying big global co's directly. Longer term I believe they will offer a better return than the market average. There are plenty of ETF's over there, one issuer off hand is iShares (also listed here in Aus) - eg. AIA, EFA...

Similar to my US stocks. Worst performer -20% (after beating forecasts but lowering guidance :rolleyes:), best performer +37% (one with a high PE that most of the market says was too high when I bought). Overall up 5%, but that fluctuates wildly on a daily basis. Enjoying watching the...

Would have been nice to top up on some of the dips last week or so during the Japan scare, though I guess with currently volatility (Japan, Libya etc) there's every chance market will be slapped lower. Haven't been following stocks much anymore as I'm pretty much fully invested where I want...

Good link IV, that's pretty much the opinion I've read in the past. You still like the industry though for future growth? Meanwhile, here's a chart that illustrates what I was talking about earlier with RB: http://www.google.com/finance?q=PINK%3ARBGPF%2CLON%3ARB Same stock, same spikes...

Speaking of drug stocks IV, what's your take on them? I haven't paid much attention to them as I remember reading a while back about the industry. Correct me if I'm wrong as it was a while back now - but basically the drug industry is finding it hard to achieve growth, no blockbuster new...

Agree with your on CL's current valuation. They have a decently higher PE than their household goods peers. Perhaps due to their decent margins and dominant position in oral? Keeping it on the watch list for now but I think my next move will be RB. Back in the day I liked PG, but in recent...

Currently looking at Colgate and Reckitt Benckiser. Quite phenomenal how many everyday brands the latter owns. One issue I have to sort out before I buy is whether to buy RB in the UK directly, or through the US ADR's. Any thoughts IV? My thinking is to buy the UK stock directly as it...

Yes, beat expectations but getting hammered with lower guidance. Though only $20M lower from memory which illustrates how the co's with higher PE's get spanked when the skip a beat.

Talk about a roller coaster overnight in Apple! Close of trade on Friday in US was $348. They announced on Sun/Mon that Steve Jobs is again taking sick leave and stock plummets on open last night to $328, then gradually recovering to $340. Then they announce their Q1 figures about an hour ago...

hmmmm not holding any of those, fundamentals and growth levels not high enough for my liking. Closest I come is a holding in PEP which I chose over KO.

Nice one Intrigued! You're a braver man than I. Hopefully they'll do well for you. Continuing my search for strong growth blue chips. Recently topped up my AAPL and honing in on ISRG at the moment.

In my reading over the last few days I came across a company (can't remember name off hand) which apparently has cash pouring in so fast that their cashflow statement shows more money coming in than their revenue statement in recent quarters. Something about them only booking the revenue once...

Good question. If you're talking about learning about the stock market itself - I've never really done that so can't help, I'm pretty much self taught (for better or worse :D). If you're talking about actual investment ideas once you're happy to invest in the stock market it's a different...

Could not agree with you more on that if I tried!! I've established quite a few positions already, and I'm focused on co's already experiencing high revenue growth rates (as an aside, I've just eliminated ECTY for better or worse - no revenues yet pretty much) which will insulate me since I...