Seeking Alpha

Analytical Chemist

 
View as an RSS Feed
View Analytical Chemist's Comments BY TICKER:
Latest  |  Highest rated
  • Intel Missed Mobile And Now It Has Become A Dividend Dud [View article]
    Your support for the PC market "dropping like a rock" is an article showing global sales of PCs...unchanged.

    Do rocks drop differently for you than everyone else?
    Jan 23, 2014. 04:01 PM | 5 Likes Like |Link to Comment
  • Why Bother Diversifying, Just Buy Berkshire Hathaway [View article]
    Larry,

    I'm glad you mentioned that "past performance…has virtually no predictive value at all." Based on that, why should we care about Berkshire's returns over the last 15 years? They don't say anything about what will happen over the next 15 years.

    Basically, your article can be summarized as: "Berkshire didn't provide the total returns that some other assets did over the last 15 years." But you admit that that has no predictive value... so what's your point?
    Jan 15, 2014. 01:41 PM | 4 Likes Like |Link to Comment
  • Linn Energy: Many Ponzi-Like MLP Blow-Ups To Follow [View article]
    So just to be clear: you identified a stock that was a "painful disaster" and "Ponzi-like," whose "share price is going to collapse and whose dividend will collapse soon after," but you didn't think that stock should be sold?
    Dec 9, 2013. 12:46 PM | 9 Likes Like |Link to Comment
  • Linn Energy: Many Ponzi-Like MLP Blow-Ups To Follow [View article]
    James:

    Some direct quotes from your article:

    "Linn Energy (LINE), which has been one of the most touted investments by dividend stock promoters, is just the first of what is going to be a very long procession of painful disasters in the MLP space and the high-dividend yield sector more generally."

    "LINE will not be the last company that is currently paying out high dividends and/or distributions whose share price is going to collapse and whose dividend will collapse soon thereafter"

    "Not all of the companies in these sectors are equally Ponzi-like."

    Over and over again, from the title on, you're implying that investing in Linn Energy is like investing in a ponzi scheme. If you're not suggesting that people sell (i.e. the comment you just made), are you actually saying that people should invest in Ponzi schemes?
    Dec 8, 2013. 06:06 PM | 7 Likes Like |Link to Comment
  • Northstar Realty Finance Corp. declares $0.54688 dividend [View news story]
    Raifel is correct. This is really shoddy reporting.
    Oct 30, 2013. 08:18 PM | 3 Likes Like |Link to Comment
  • The Debt Issue Is Rubbish [View article]
    "Come on, you're setting up a straw man. There is no evidence, but that doesn't mean Buyandhold is wrong to be speechless."

    Every field of study that I respect requires evidence for statements. Asking for evidence is nothing like a strawman argument. Arne provided evidence, and reasonable people can differ on the interpretation. Buyandhold did not.
    Oct 14, 2013. 02:36 PM | Likes Like |Link to Comment
  • The Debt Issue Is Rubbish [View article]
    Buyandhold,

    If Arne's claim is so extraordinary as to leave you speechless for the first time in your life, it should be extraordinarily easy for you to provide evidence that debt levels are harmful to the economy. I look forward to seeing that evidence.
    Oct 13, 2013. 04:40 PM | 8 Likes Like |Link to Comment
  • The Debt Issue Is Rubbish [View article]
    Very nice article! I have to admit, the title had me expecting an entirely different type of article on an entirely different sort of debt issue. What a pleasant surprise!
    Oct 13, 2013. 04:22 PM | 9 Likes Like |Link to Comment
  • A Science Lesson For Charlie Munger [View article]
    In this case, it gives me an easy filter – I can safely ignore that opinion since they have no handle on actual facts!

    Otherwise, yes, it's pretty irrelevant.
    Jul 29, 2013. 10:05 AM | Likes Like |Link to Comment
  • A Science Lesson For Charlie Munger [View article]
    I'm just responding to the claim Michael Fitzsimmons made that methane "is likely the most common molecule in the universe" which is factually wrong. Mind-bogglingly wrong - saying that Rhode Island is the most populous state in the United States is closer to accurate in terms of how many orders of magnitude he's wrong by. And when someone is that wrong in their introductory material, I don't trust their conclusions.
    Jul 28, 2013. 08:52 PM | Likes Like |Link to Comment
  • A Science Lesson For Charlie Munger [View article]
    See my previous comment. H2 is a molecule.
    Jul 28, 2013. 03:21 PM | Likes Like |Link to Comment
  • A Science Lesson For Charlie Munger [View article]
    What form do you think hydrogen exists as? Even if you're only considering extra-solar material (since in the sun there are other, more common forms of energy generation), the overwhelming molecule in the universe is diatomic hydrogen (H2).

    If you don't accept that H2 is a molecule, you should not be commenting on this post.
    Jul 28, 2013. 02:52 PM | 1 Like Like |Link to Comment
  • A Science Lesson For Charlie Munger [View article]
    You are technically correct (according to Futurama, the best kind of correct!) on Helium. But H2 is orders of magnitude more common than any other molecule in the universe. Just look up the composition of stars and their relative proportion of mass. Then, if you want to look down three orders of magnitude, look up the composition of gas giants.

    The larger point was that if a source is off by several orders of magnitude on the abundance of some material, I wouldn't trust anything else they wrote on that material without significant verification.
    Jul 28, 2013. 12:47 PM | Likes Like |Link to Comment
  • A Science Lesson For Charlie Munger [View article]
    The energy from biomass comes from the sun.
    Jul 27, 2013. 03:14 PM | 2 Likes Like |Link to Comment
  • A Science Lesson For Charlie Munger [View article]
    Methane is nowhere near the most common molecule in the universe, and you should view anyone who says so with great suspicion. Hydrogen is far and away the most common, and helium is next. Everything else combined is orders of magnitude less common.
    Jul 27, 2013. 02:18 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
295 Comments
513 Likes