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Thursday, September 9, 2021

Notes From All Over -- Part 1 -- September 9, 2021

Dividends: the best best months for dividends are the months at the end of each quarter -- March, June, September, and December. And, of the four, September is the best of the four for investors. September is the month when stocks generally "go on sale," allowing mom-and-pop investors to maximize their dividends.

Streaming wars: Netflix is eating Apple's lunch. Link here. I track the streaming wars here, and the writer at the linked article has it exactly correct:

"I have not been impressed by what Apple has done. They have created a couple quality shows and a lot of less than interesting shows. They are just not getting that broad appeal yet," said Bank of America analyst Nat Schindler on Yahoo Finance Live
"They obviously have a lot of money, so they could really invest a lot. But they haven't to date. Their initial investment of about $1 billion in content is chump change. Netflix does that in much less than a month at this point." 
Netflix has said it intends to spend $17 billion to produce content in 2021. While reports in 2017 said Apple was spending just $1 billion on its initial slate of original content, by 2019 the tech giant had reportedly increased its original content budget to $6 billion to compete with the bigger streaming giants. 
That may still not be enough, though. Too bad Netflix isn't working on a car.

Jobless claims: initial claims at a post-pandemic low. 

Bully pulpit: I could be wrong, but I'm getting the feeling that Resident Biden knows exactly how to use the bully pulpit.

Polls: it's like the joke about the two hikers in the woods who see a bear. No matter how low one's polls are, one only has to out-poll your competitor.

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I'll Play The Blues For You 

Link here.

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