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David Jackson

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  • Will Google Finance Take Share From Yahoo Finance? [View article]
    Interesting. Taking this one step further: AJAX-expandable boxes may have huge potential for Google to add all sorts of things to search results pages, including video and ultimately expandable ads. Imagine if you could click on an ad on a search page and it expanded to a larger window with more info in it.

    Barry Schwartz says there are plans for a video plus box.
    Mar 21, 2007. 01:36 PM | Likes Like |Link to Comment
  • U.S. Housing Starts Gain 9%, Beating Expectations; Futures Higher [View article]
    If housing starts are volatile, isn't the building permits number more important? And if building permits fell by 2.5% versus expectations of 0%, isn't this actually rather negative news?
    Mar 21, 2007. 08:01 AM | Likes Like |Link to Comment
  • Correction Injected a Healthy Dose of Fear Into Extended Bull Market [View article]
    Thanks for catching that. It was actually a typo from the Seeking Alpha editors, not J.D. Steinhilber. Normally our editors correct typos in author's articles, but this time we mistakenly inserted one -- and in the title! Apologies to our readers and to J.D. Steinhilber.
    Mar 20, 2007. 02:25 AM | Likes Like |Link to Comment
  • Don't Get Thrown From Bronco Drilling [View article]
    Did you see that this was one of Scott Black's stock picks in the Barron's Roundtable this year? Wonder what he's thinking about the stock now.
    Mar 18, 2007. 03:30 AM | Likes Like |Link to Comment
  • Don't Get Thrown From Bronco Drilling [View article]
    It's great to see you analyzing stocks in this level of detail. Thank you!
    Mar 18, 2007. 03:27 AM | Likes Like |Link to Comment
  • What Readers Say About Seeking Alpha [View article]
    Thanks for the suggestions! The original content we currently provide is: (1) news summaries, including Wall Street Breakfast, (2) key excerpts from new IPO filings, (3) summaries of Jim Cramer's stock picks, (4) the Housing Bubble and Real Estate Market Tracker (in our housing section), (5) a weekly Barron's summary, and (6) a ton of conference call transcripts. We don't want to compete with our contributors by providing our own opinion and analysis of stocks.

    What other products would you most like us to rollout?
    Mar 16, 2007. 06:52 AM | Likes Like |Link to Comment
  • INVESTools: Swim And Sink [View article]
    Couple of questions here:

    I'm concerned at your statement that " If this isn't a scam, it's at best a massive ripoff." Can you provide more evidence of the promises made and how they aren't fulfilled?

    You write that "the web is littered with disgruntled students who never made a dime and whose attempts at a refund prove futile". Can you provide links to back up that assertion?

    You say that you had a great experience with the product. Did you make money trading as a result of that, and are you still trading now? Can you tell us how your performance changed after you took the course compared to beforehand?
    Mar 13, 2007. 01:18 PM | Likes Like |Link to Comment
  • Auditor Waves Goodbye to Crystallex [View article]
    I don't see that in his wording. Isn't he's simply saying that it isn't serious, but it *looks* bad?
    Mar 12, 2007. 06:09 PM | Likes Like |Link to Comment
  • Don't Sell on Microsoft Vista's Poor Reception [View article]
    Quick question: Microsoft was selling a version of Windows with every new PC even before Vista, and would have continued to sell one even if Vista had been further delayed. So why does Vista make a difference? Is it that Vista sells for more (with a new PC) than prior versions of Windows?
    Mar 12, 2007. 06:58 AM | Likes Like |Link to Comment
  • Is Inverse ETF Activity a Contrarian Indicator? [View article]
    Scott -- welcome to Seeking Alpha! It's great to have you as a contributor.
    Mar 11, 2007. 10:43 AM | Likes Like |Link to Comment
  • Which Safe Havens Survived the Selloff? [View article]
    We wanted to inform Seeking Alpha's readers that this article has been changed from the original as follows. Mr MacDonald originally wrote: "The tremors rippling through stock markets this week may have exposed a few frauds in the hedging and defensive categories." Sabrient, the index provider for the Claymore Sabrient Defender Index, rightfully objected to the word "frauds", which means "intentional deception resulting in injury", so we changed the opening sentence to "The tremors rippling through stock markets this week may have exposed a few misnomers, in particular that some instruments are good enough hedges or sufficiently "defensive" to insulate investors from market downturns."

    R. Guy Kraines, President and COO of Sabrient, wrote to Mr MacDonald objecting to the use of the word "frauds". His letter also stated:
    <blockquote>On the market front, I'm sure you recognize that essentially every 100% long equity position (which describes all equity ETFs) got clobbered on February 27th, whatever sector they were in, whatever selection technique they used or wherever in the world they were invested Even commodity-based gold and oil stocks got hammered.

    The better performing investments you note in the article (bonds and the Swiss franc) don't represent stock market investments. Your point in noting this is obvious, but it should in no way cause you to start your column by denigrating a particular equity investment.

    Further, we'd like you to reconsider the performance of DEF overall. You fail to note that, since it's inception on December 21, 2006 through February 26 th, it outperformed the S&amp;P 500, increasing 5.23% vs. 2.58% for the S&amp;P. One might have thought that, having ratcheted higher faster than the S&amp;P, it might have been exposed to risk of a greater correction. From inception through March 8th, it increased 1.61%, versus a loss of 0.74% for the S&amp;P 500, a broader performance gap.</blockquote>...

    According to Matt Hougan's article, Did Specialty ETFs Provide a Cushion From the Fall?, DEF fell 4.98% from its close February 26th to close March 5th, versus a decline of 5.39% for the S&P 500 ETF, SPY.
    Mar 10, 2007. 05:22 PM | Likes Like |Link to Comment
  • Emerging Markets ETFs: Predictable and Consistent [View article]
    Herb is making a substantive point: that emerging market ETFs are more volatile than is appropriate for many portfolios, and are at the late stage in their performance cycle. Those are points that you should dispute directly, not in the form of questioning his motivation, integrity or intelligence. (You did that again in your reply to my comment, so I've had to cut that sentence out!).

    The level of discussion on Seeking Alpha is outstanding because we're careful to avoid the mud-slinging that plagues many large message boards, destroying their usefulness. Please be extremely careful about this in future -- we hate removing readers' right to comment.
    Mar 2, 2007. 05:54 AM | Likes Like |Link to Comment
  • Emerging Markets ETFs: Predictable and Consistent [View article]
    ETF Wanderer, I've edited your comment to remove the inflammatory (and unnecessary) language. Please remember the ground rules for commenting on Seeking Alpha: you can criticise articles and ideas, but may not attack or in any way insult individuals.
    Feb 28, 2007. 06:36 PM | Likes Like |Link to Comment
  • GOOG Starts to Monetize Google Apps, "Brutal" Timing for Microsoft [View article]
    One further thought: $50 per year per firm won’t generate much money for Google now, but what’s the chance that Google raises the price as users become locked in, and raises it further by moving to per seat pricing?
    Feb 22, 2007. 08:49 AM | Likes Like |Link to Comment
  • GOOG Starts to Monetize Google Apps, "Brutal" Timing for Microsoft [View article]
    A single data point to illustrate what's going on in this market: We at Seeking Alpha starting using Google Docs and have become totally addicted to them. We never expected this, but they’ve revolutionized our business:

    - we’re moving all our employees to web based aps to cut our IT requirements. Our main publishing system (financial content) is web based, so everyone needs to be online all the time anyway. We now don’t need to purchase MS Office for most employees, and that saves us a ton of money.

    - The collaboration of Google Docs has massively raised our efficiency. We just uploaded our phone directory as a Google spreadsheet, and everyone updates their own info themselves. We just worked collaboratively in a Google doc on a press release announcing our China coverage, and it saved us hours.

    - Integration with Gmail is key. We get articles submitted to us via email, and instead of having to download an attachment and then open it, gmail plus Google docs allows our editors to open it immediately.

    - We’re even sharing docs with customers (people who sponsor our free conference call transcripts). We put together a pricing spreadsheet containing various customized purchase options, and they can play with it.

    We’ve also noticed many drawbacks (see Top Ten Things That Suck About Google Docs), and we’d like to see them fixed. But even now, Google apps are providing a huge productivity boost and cost saving to us.
    Feb 22, 2007. 08:40 AM | Likes Like |Link to Comment