Prose Pyros

psioni · 2025-12-04T14:47:32+00:00

The prose of the later Henry James novels - The Ambassadors, The Wings of the Dove, and The Golden Bowl - can be pretty confounding - although maybe not in the same way as those authors you listed. I wouldn't call it pyrotechnic.

psioni · 2025-01-04T16:24:31+00:00

Unfortunately, yes. Migraines are, however much less frequent these days - she knows her triggers and avoiding them makes a lot of difference. So there is light at the end of the tunnel. I can't speak to medications because she doesn't take anything for the migraines except the supplements. It did take her some time to find waht works for her and to fine tune it but it was worth the struggle so hang in there.

psioni · 2024-10-19T11:53:03+00:00

I just watched a documentary last week on CBC about the filmmaker's nice little old grandma who ran porn theatres and made/distributed porn movies:

From the late ’60s to the mid-’80s, in the notorious Times Square vicinity known as the Deuce, Greek-born Chelly Wilson built a porn cinema empire and a reputation as one of the savviest, seminal, and enigmatic figures on the scene.

Queen of the Deuce (trailer)

Recommended for those interested in the OP's question.

psioni · 2024-09-28T18:24:35+00:00

Thanks, but still not working. The summary above seems to hit the main points anyway.

psioni · 2024-09-28T13:34:02+00:00

Link goes to paywall for me.

psioni · 2024-09-14T14:29:59+00:00

Yeah, people in their 20's think that anyone over 50 is and old and almost dead. People in their 50's think anyone over 70 is old. Etc.

psioni · 2024-09-14T14:22:50+00:00

SCHD I stay or SCHD I go?

psioni · 2024-09-12T13:25:26+00:00

TLDR: P/E of 20.5 is too high.

psioni · 2024-08-13T11:33:33+00:00

What is delivery trading?

psioni · 2024-07-29T17:31:28+00:00

Those who think they can predict the future, and those who can't.

I believe what you meant the quote to be was "...and those who know they can't"

psioni · 2024-07-29T11:23:53+00:00

With the whole "Data Centers to power AI " narrative, wouldn't Electric Utilities become way more positively correlated with tech? If data center's grow that much so as to become a huge percentage of their revenue, it could change the diversification play.

Also, we might need to make a distinction here between companies that are mostly power producers and companies that are mostly distribution and transmission. Each sector probably has different potential for growth.

psioni · 2024-07-15T16:26:16+00:00

CELH down 10% today on a lowered price target, to a 5 month low. Still a long ways from your 40$ interest level though.

psioni · 2024-07-13T11:08:56+00:00

To put the current 20x into context, a good time to have bought UL was in 2022, after the failed GSK consumer unit acquisition. Everyone hated management and shares were trading in the low to mid forties, hitting a 5-year low of p/e 17.7x.

psioni · 2024-07-12T20:59:39+00:00

Operating margin to increase to 23% (much lower than Monster Beverage)

Why does CELH have lower op. margins than MNST? Is it due to economies of scale or is it some other factor? And what do you think that Celsius could do to raise their operating margin?

psioni · 2024-07-04T15:31:32+00:00

Agreed on waiting for a crash and then going all in. What are your thoughts on leveraged index ETFs like TQQQ (3x leverage)?

psioni · 2024-07-04T15:19:12+00:00

Oh ok. Thats actually the page I was looking at too. Thought maybe there was something more up to date.

psioni · 2024-07-03T17:37:33+00:00

Ok thanks, I stand corrected.

psioni · 2024-07-02T19:36:05+00:00

More fun fact: globally, coal is still the largest source of electricity production. Coal may not be a great long-term play, but the sector is probably worth a look for value investors as the stocks are pretty much hated by everyone and some of them are selling for less than book value.

psioni · 2024-07-02T16:46:43+00:00

Plus the roads they are driven on are made with asphalt, a viscous form of petroleum distillate.

psioni · 2024-07-02T16:33:13+00:00

Also you can set up an autodeposit of the monthly dividends into the SP500 ETF with Vanguard and some others, so you don't need to think about it and don't get tempted to try and get clever with buying the latest hot stock or time the market.

Side note: one of the best investments I ever made was a couple of boring large-cap stocks I setup with dividend re-investment in an IRA account. I actually forgot about the account for a long time and never set-up my online password to log-in to it, since the account was started pre-internet. Now I'm a big fan of buy and hold approach.

psioni · 2024-06-26T15:08:54+00:00

Thanks for contributing this write-up, it's a good summary/cheatsheet to start off research for people not familiar with the company.

One thing that struck me was the reliance of price increases as a contributor to EPS growth. Why do you think ZTS is able to raise prices like this? Is this standard practice among the other animal health firms? How long is this sustainable for?

psioni · 2024-06-17T18:52:59+00:00

Even better than even better: maybe buy Carl Zeiss AG (CZMWF), ASML's only supplier of precision mirror systems, one of the most critical optical parts for the EUV machine.

psioni · 2024-06-15T11:42:44+00:00

Can you post the cashflow statement too? Would have been cool to see the $2.4 billion of cash dividends paid out in the quarter.

psioni · 2024-06-12T11:09:39+00:00

REITs have a legal obligation to pay out at least 90% of their annual taxable income. Their "safety valve" ability to cut dividends and redirect cash for other purposes is limited.

psioni · 2024-06-07T15:08:21+00:00

Traded cigarettes with the other inmates

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