Geoff Noble's Blog, page 6

[Wednesday Wisdom] Nothing is certain

“Many investors insist on affixing exact values to their investments, seeking precision in an imprecise world, but business value cannot be precisely determined.”

Seth Klarman is an American billionaire who founded the Baupost Group, a Boston-based private investment partnership, and the author of a book on value investing titled Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor.

#ForgetTheNoise #Dividends #Wealth

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Christmas cheer

[image error]The festive season is approaching fast but we had no dividend gifts this week. Things are quietening down as many business leaders take a well-earned break. This means all we need to do this week is to have a quick look at our dividend table and continue investing. Have a great week of dividend hunting.

#ForgetTheNoise #Investing #Wealth

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[Sunday Update] Christmas cheer

The festive season is approaching fast but we had no dividend gifts this week. Things are quietening down as many business leaders take a well-earned break. This means all we need to do this week is to have a quick look at our dividend table and continue investing. Have a great week of dividend hunting.

#ForgetTheNoise #Investing #Wealth

Follow Geoff Noble on Twitter or LinkedIn

Forecasting folly

“There are 60,000 economists in the U.S., many of them employed full-time trying to forecast recessions and interest rates, and if they could do it successfully twice in a row, they’d all be millionaires by now…as far as I know, most of them are still gainfully employed, which ought to tell us something.”

Another quote from Peter Lynch which highlights the follies of trying to forecast recessions and interest rates.

#ForgetTheNoise #Dividends #Wealth

FollowGeoff NobleonTwitterorLinkedIn

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Forecasting Folly

"There are 60,000 economists in the U.S., many of them employed full-time trying to forecast recessions and interest rates, and if they could do it successfully twice in a row, they'd all be millionaires by now...as far as I know, most of them are still gainfully employed, which ought to tell us something."

Another quote from Peter Lynch which highlights the follies of trying to forecast recessions and interest rates.

#ForgetTheNoise #Dividends #Wealth

Follow Geoff Noble on Twitte...

[Sunday Update] A quiet week for some, noisy for others...

It was a quiet week on the dividend front. Of course, there was lots of noise on ratings (we discussed this last week). After quiet weeks, we simply spend a couple of hours looking at our portfolio. We start by reading through the last week of SENS announcements to see if there is any dividend news. We also keep an eye out for any other critical company announcements. Next, we review our dividend table to remind ourselves of current yield and growth rates. Unless there is an obvious need to t...

[Wednesday Wisdom] Recessions are a reality

"You get recessions, you have stock market declines. If you don’t understand that’s going to happen then you’re not ready, you won’t do well in the markets."

Some thoughts from Peter Lynch, a former fund manager. While he was a full-blown active manager, I concede he talks sense. :)

#ForgetTheNoise #Invest #Dividends #Wealth

Follow Geoff Noble on Twitter or LinkedIn

[Sunday Update] What is all the fuss about?

Guess what? If (many say when) SA gets cut to junk by the rating agencies, the world will carry on. SA won't be the first and last country to have a junk rating. Of course, market commentators will talk about increased bond yields and market corrections. We know better. We concede we will probably have lots of market volatility. We choose to ignore it. We choose to focus on the data that matters in the very long term. So, smile when you hear people freaking out about ratings. Chuckle whe...

Invest cheaper than the index… it’s possible!

I love indexing. I think it is a great investment strategy for anyone who doesn't want to spend one second thinking about their investments. In my opinion, if you are disciplined and buy an index fund every month of your entire career, you should have a great investment outcome.

I also dislike active investing. I have made these thoughts known before. I think 10x do a great job summing up the futile hunt for alpha here.

So what do I do? I kind of sit in no man's land. I take the low costs and l...

Investing cheaper than the index… it’s possible!

I love indexing. I think it is a great investment strategy for anyone who doesn't want to spend one second thinking about their investments. In my opinion, if you are disciplined and buy an index fund every month of your entire career, you should have a great investment outcome.

I also dislike active investing. I have made these thoughts known before. I think 10x do a great job summing up the futile hunt for alpha here.

So what do I do? I kind of sit in no man's land. I take the low costs and l...