Comments on: MMM-039: Benchmark’d

By: Paul Douglas Boyer

Paul Douglas Boyer — Fri, 22 Sep 2006 03:48:04 +0000

Punisher,

THANK YOU for calling me on that one.

I went back and looked at all five stocks and used the ADJUSTED stock prices that Yahoo gives in its historical returns (which I should have thought to do originally)

The starting prices should be:
RCO.PA : $26.27
LPE.PA: $28.73
BKS: $12.37 (Had a $10 dividend)
MCD: $13.49
RYN: $13.65 (Had a 3:2 split)

Others had some small dividends also.

When I crunch all that togther, the JME performance is…

27.6%

(The IFA 100 was 26.22%)

I’ve admitted I’m not an accountant nor very good with Excel before, and this is proof that I goof. Of course, there’s nothing to say I got it right this time either!

I am thrilled that you commented to tell me about it. I will mention it in my next show and talk about it.

By: punisher

punisher — Fri, 22 Sep 2006 03:28:00 +0000

Paul,

Sorry I’m so late but I listen to you each Thursday on my long drive home from Sunnyvale to Folsom, CA. Anyway, I heard on your show that your Guru’s recent picks (2003 I think) didn’t beat the benchmark. There was one small flaw in your calculation. Rayonier (RYN) actually had a stock split in 10/2005. Not sure the total impact on the performance but it should be signifant.

Otherwise love the show. I get you through Yahoo Podcasts. Can’t say I read any blogs consistently – only the occasional entry from a link on the page I might be reading (I do frequent the Yahoo Finance message boards).

By: bpellin

bpellin — Thu, 21 Sep 2006 18:14:43 +0000

The only blog I really read with any regularity is boingboing. However, I'm going to take a look through some of the ones posted above.

By: mrea2

mrea2 — Thu, 21 Sep 2006 10:54:18 +0000

Paul,
I’m mainly a PODCAST guy, but have checked out a few blogs:
-Playstation 3 bLog
-Blogging Baby
-Hacking Netflix

Hey, I checked out the investopidia contest this morning. I’m number 5. Yeah! If only I could have done that with REAL money…
Anyway, keep up the great work.
Take Care.

By: fu_fish

fu_fish — Wed, 20 Sep 2006 13:35:04 +0000

Some of the blogs I read/watch? Geek Brief MoBuzz TV The Show with Ze Frank Techcrunch Oh yeah, a bunch of my friends' blogs. I don't remember if it was this show or the previous (I listened back-to-back), but you asked what iTV can do that Xbox360 can't? 1) Integrate with iTunes for movies, TV, and music 2) Integrate with other apple software 3) Stream Wirelessly 4) Cost ~ $200

By: dylster13

dylster13 — Wed, 20 Sep 2006 00:52:10 +0000

Hey Paul,
Keep up the great work and I love the new music in every show you incorporate. Here is a blog that I frequent:

http://fantasy.mlblogs.com/

It deals with the other biggest waste of time in my life beside stocks – fantasy baseball.

By: cpadov

cpadov — Tue, 19 Sep 2006 19:19:07 +0000

Paul, good question! i now have lots of blogs to check out from the other comments posted.

My favorite blogs (other than yours) are:
http://www.uglychart.com
http://www.1option.com
http://www.wstreet.com
and my favorite is:
http://dovinvestmenttips.tripod.com/

(in full disclosure dovinvestmenttips is my own site and blog)

Thank you and keep up the good work in the tools in the crib section.

By: Rexfirefighter

Rexfirefighter — Tue, 19 Sep 2006 14:15:12 +0000

I like Ben Stein’s Blogs. I think Ben Stein is not taken seriously because of his movie roles and his dry, monotone delivery.

You have one of the best sound quality shows on itunes. Keep up the good work buddy.

By: mallen99

mallen99 — Mon, 18 Sep 2006 18:06:20 +0000

Hi Paul…enjoy the show keep waiting for someone to catch me in the investment challenge anyhow here are some blogs that I frequent.

http://www.billcara.com/
http://www.controlledgreed.com/
http://13dtracker.blogspot.com/
http://www1.investorvillage.com/smbd.asp?mb=4143&pt=m
http://www.deadspin.com/

By: mojojojo103

mojojojo103 — Mon, 18 Sep 2006 15:38:00 +0000

I frequent the Vanguard Diehards blog on Morningstar. I think you mentioned it once on one of the shows.

By: soundefx

soundefx — Mon, 18 Sep 2006 01:57:17 +0000

Hey Paul. I’d have to agree with yomamma2000. I’m not a huge blogger, but I’m a PodCast-Head. I can’t get enough. Anyways, to answer your question, one of the only blogs that I have any interest in is http://allthingsfinancial.blogspot.com/, AKA All Financial Matters. Funny thing is that it really isn’t all financial matters. It doesn’t cover estate planning or insurance. Just investments. Oh well. Fine by me. Insurance and estate planning are important, but I’d rather spend my free time reading on how to become rich, rather than what to do when a) I die or b) I almost die. Check it out sometime. And check your MySpace account.

By: yomomma2000

yomomma2000 — Sun, 17 Sep 2006 01:15:14 +0000

Hi Paul,
Sorry you’re wrong, all people who listen to podcasts don’t read blogs. If a financial podcast doesn’t come in podcast form, I don’t bother. I am a podcast addict.
I listen to podcasts while I drive to work, run errands and walk the dog.

By: radar96

radar96 — Sat, 16 Sep 2006 06:27:11 +0000

Hi Paul,
Love your podcast, keep up the good work.
I like reading Bobs Advice for Stocks. He does a detail stock analysis that covers fundamental and techincal analysis.

By: vancwa1

vancwa1 — Fri, 15 Sep 2006 23:20:00 +0000

Hi Paul,

I only read a couple financial blogs regularly. One is Peter Navarro’s and the other is Michael Covel’s. These blogs are definitely not about passively indexing.

By: teel

teel — Fri, 15 Sep 2006 16:17:50 +0000

I read boingboing.net and The Kirk Report. Almost all the podcasts I listen to are investment-related

Podcasts:
Mad Money Machine
Real Money
Wall Street Journal
Business Week
NPR Motley Fool

By: olivr2

olivr2 — Fri, 15 Sep 2006 02:55:36 +0000

Well, I put all the blogs I read on http://www.bloglines.com so I read groups of them in one place. I think (and 67,945 other subscribers do also) you have to include the Unofficial Dilbert Feed by TapestryComics.com

BTW, I include podcasts also and 8 people are registered on Bloglines for your podcast this way. It even gives you a play button to play the podcast.

By: asciiadam

asciiadam — Fri, 15 Sep 2006 02:22:42 +0000

Paul, I appreciate the easy question. These are some blogs (with correlating links) that I frequent: The Kirk Report Trader Mike Forex Factory Autoblog Jalopnik Engadget Gizmodo Mad Money Machine Podcast the HookShow Podcast ASCII Adam Frappr Blog Keep up the good work. Everytime you update your Podcast, it is usually the first thing that I listen to (besides my brother's) and then visit the corresponding Blog for Tool in the Crib links, to read the comments, or possibly post a comment. I attempted to get others to listen to your podcast. However, there seems to be a severe paradox among those that I talk to. The ones that have money (to invest) are those who have grown comfort with earned hourly/salaried income and don't want to risk thier hard-earned dollar to potential lose it -to then be forced to earn it all over again. Then there are those who do not have much money (to invest) that keep complaining that they have too many bills to pay first. These are the people who can't look outside their current situation. Paul, how would you approach these two different kind of personalities... -an 'Earner" and a "Debtor" to eventually turn them on to the almost limitless potential of individual investing?