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Korea Post and Sweden’s PostNord are getting into the "no shipments to US" game.
Yeah, that dividend looks really tasty, for sure ... I was/am tempted! Though its nearly 100% payout ratio is worth keeping an eye on....
I am still thinking about DHLGY but bought some UPS in the meantime. I agree that FedEx/UPS are more US-centric but those shipments refused by national posts have to go somewhere and US carriers should get their share. Plus, UPS looked to be on a bit of a sale after the recent earnings miss and dividend yield up to ~ 7.5%.I bought into DHLGY a few months ago. They're the go-to folks in Europe and also are popular in RoW. Nice dividend and besides the German witholding I get back on my taxes anyway.
Fedex/UPS are mainly US-centric players that will feel the hit of any US recession/stagflation or decision by non-US companies to use non-US providers to ship things around the world.
Glad you let us all know! Thank you. Trumpy's tariff crap is hitting ordinary people like myself. Some of my 'scripts I order through Winnipeg. Somehow, my stuff gets sent to me via the Belgian Post. They are among those suspending delivery to the US. I expect there are alternatives, but this whole picture is shit.Yessir! I've looked at DHL, too. But I don't wanna have tax removed before I see my dividend. That's what the Norwegian Tax Authority did when I owned Norsk Hydro. A great company, been around forever. NHYDY ticker, OTC in USA. A 25% haircut. I sold it--- especially because we owe no US federal income tax. So, why pay the Europeans, eh?
https://www.stockrover.com/quotes/insight/analysts/Quotes/q_NHYDY
Related to DHL... Overseas mail carriers are starting to suspend shipments to the US over tariff nonsense.
https://archive.ph/MSlxl (BBG article)
Related to DHL... Overseas mail carriers are starting to suspend shipments to the US over tariff nonsense.Yessir! I've looked at DHL, too. But I don't wanna have tax removed before I see my dividend. That's what the Norwegian Tax Authority did when I owned Norsk Hydro. A great company, been around forever. NHYDY ticker, OTC in USA. A 25% haircut. I sold it--- especially because we owe no US federal income tax. So, why pay the Europeans, eh?
https://www.stockrover.com/quotes/insight/analysts/Quotes/q_NHYDY
Whatever he does, wherever he does it, something will always show that it will benefit him personally.Gee, I wonder if the value of Trmp's bonds might increase if the Fed lowered interest rates
That is my exact thinking. The true motivation of cutting rate from 4-4.25% to 1%, is to goose the bond prices and his pocket substantially. Wonder who else in the administration are calling to cut rate ?
Thanks @Mark
“Here’s What You Should Do” - By Burton G. Malkiel
A bit presumptuous isn’t he? :)
Agree with the scary part. Sound advice in general. I wonder if the NYT editors created the pompous sounding header?
Author: ”Mr. Malkiel is an American economist and financial executive. His 50-year-old book, “A Random Walk Down Wall Street,” is widely credited with popularizing stock index funds.”
Have listened to this book on Audible and found it interesting.
don't be ignorant
(quite aside from his possible playing down of the clear move toward autocracy)
don't be ignorant )
You’re starting to sound like the other side. Demean the speaker instead of making your own case for your viewpoint. If you think the article’scaption is fitting explain why.
I think “Here’s what you should do” is simplistic and assumes the writer understands your needs, goals and situation better than you do. HTH does he know what you or I should do with our investments? As I wrote, it’s a good article. Captions don’t always accurately reflect what’s inside.
Here’s what a quick search on Brave’s AI tool turned up -\\ “Here’s What You Should Do” - By Burton G. Malkiel
>> A bit presumptuous isn’t he?
Since you are so endlessly prolix on this forum, I just do not understand how often you also are dimly reflexive. Malkiel! It is not as though you are uninformed, just that you behave as if. I think we have had this discussion.
That is my exact thinking. The true motivation of cutting rate from 4-4.25% to 1%, is to goose the bond prices and his pocket substantially. Wonder who else in the administration are calling to cut rate ?Gee, I wonder if the value of Trmp's bonds might increase if the Fed lowered interest rates
The information on PRPFX I provided in the thread was solely in response to a question from another participant, @bee. I sold PRPFX a year ago.”PRPFX has outperformed PRWCX the last 5y, everyone's hard-on here for over that period of time ! --- good on them …”
@hank,
Do you consider PRPFX a permanent portfolio hedge?
For example, it's LT Bonds holdings should appreciate if ST rates are cuts.
It is ranked #1 in its category YTD, 1 YR, 3 YR, & 5 YR. Impressive.
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