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David Jackson

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  • Web 2.0 Companies: What's Hot and What's Not [View article]
    Are any of these sites owned by publicly-traded companies?
    Jan 2 08:47 AM | Likes Like |Link to Comment
  • Test Driving Zecco.com: Free Trading, But At A Price [View article]
    From your review, I wouldn't use this service yet. The time wasted dealing with the mistakes makes it too much of a headache.

    But in the longer term, these free services are very interesting, particularly for people who use ETFs. They remove one of the key advantages of index mutual funds versus ETFs -- namely that index mutual funds are free to trade, whereas ETFs aren't. That makes a difference for people who make regular contributions to their accounts. Sure, even free trades still leaves the spread on the trade as a cost, but this really tips the balance even more to ETFs.
    Dec 30 11:47 AM | 1 Like Like |Link to Comment
  • Tuesday's Asian Earthquake Highlights Need For Stronger Underwater Communications Networks [View article]
    Other potential beneficiaries: Alcatel (ALA) which makes the equipment and Corning (GLW) which manufactures the fiber.
    Dec 28 08:33 AM | Likes Like |Link to Comment
  • The iPhone Will Probably Be Released In 2007: Who Is Apple Up Against? [View article]
    Also reported here:

    Introducing The iPhone... From Cisco
    ce.seekingalpha.com/ar...

    BTW, there's a new category for the iPhone on Seeking Alpha:
    seekingalpha.com/by/ty...
    Dec 28 01:58 AM | Likes Like |Link to Comment
  • We're Buyers of Emerging Markets Stocks on Thai Related Weakness [View article]
    This was a great call. Congrats.
    Dec 20 12:29 PM | Likes Like |Link to Comment
  • Mrs. Big Picture's Anecdotal Insight On Holiday Retail [View article]
    This is fascinating. I hadn't made the connection between the intense price competition in flat panel TVs (ie. Best Buy's results and Circuit City's earnings miss) with the housing slow-down. People I know who are building homes are installing 3-6 new flat panel TVs. Now the linkage is clear...
    Dec 20 11:35 AM | Likes Like |Link to Comment
  • It's Game Time: Game Console and Software Stock Update [View article]
    Richard, I want to remind you about the rules of commenting on Seeking Alpha: you can criticise the article, but not in an overly insulting way, nor criticise the author personally. It's fine to say the piece is bad if you provide some examples of what you disagree with or what it's lacking; but please don't just diss it. We want to keep the discussion valuable, and if it starts to drift into the tone of a certain well-known message board, it will lose all its value to readers and contributors.
    Dec 16 11:32 AM | Likes Like |Link to Comment
  • Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [View article]
    Thanks Luciano! This would be an interesting thing for, say Roger Nusbaum or J.D Steinhilber, to look at: the performance of ETFs and ETF portfolios versus the hedge fund indexes. Guys???? :-)
    Dec 15 04:14 AM | Likes Like |Link to Comment
  • Google Launches ValueClick Killer [View article]
    You're right, Yan: nothing was subsequently heard of this. But I somehow think that Google will end up with the broadest set of ad solutions, and this is a clear part of that. In which case it's only a matter of time...
    Dec 14 04:37 PM | Likes Like |Link to Comment
  • Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [View article]
    Luciano, just a quick thank you for the care with which you're answering these questions. It's amazing to see such an intelligent and open discussion -- far more interesting and thoughtful than most interviews allow for. Thank you again!
    Dec 14 02:17 PM | Likes Like |Link to Comment
  • Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [View article]
    Thanks Luciano!

    On the case for dividend stocks, do you think the case for them is statistical, or also theoretical -- ie. that dividend stocks *should* perform better, not just *have* performed better?
    Dec 14 11:26 AM | Likes Like |Link to Comment
  • United Technologies Forecasts Stronger Defense Sector and Housing Market, Falling Commodities Prices [View article]
    Consensus for 2007 was $4.14, so taking the mid-point of their guidance ($4.05-4.20 = $4.13/$4.14), they're actually in line with or slightly below consensus. Guess that's why the stock is down over 2% in the pre-market.
    Dec 14 09:27 AM | Likes Like |Link to Comment
  • The Best Investing Books Of All Time [View article]
    Hi Jo, only just saw this. Will you send me a direct message so I can send you my address?
    Dec 14 07:30 AM | Likes Like |Link to Comment
  • iShares to Launch India ETN Tied to Domestically Listed Indian Stocks [View article]
    What's an MER?
    Dec 13 05:22 PM | Likes Like |Link to Comment
  • Boardwalk Pipeline Partners: An Energy Spin-off Worth Noting [View article]
    Andrew, Loew's IR firm contacted us to say that the ticker symbol for Loew's Corporation is LTR, so I've corrected that within your article.
    Dec 13 12:35 AM | Likes Like |Link to Comment
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