David Jackson

Long/short equity, tech, etf investing
David Jackson
Long/short equity, tech, ETF investing
Contributor since: 2004
Company: Seeking Alpha
23 hours ago
David Jackson
Reading about $LNKD's collapse -- Seeking Alpha is BY FAR the best -- news detail, analysis, transcript http://bit.ly/1XbGixI
Jan 26, 8:33 AM
David Jackson
How most investors chase returns, and thereby do worse: http://tinyurl.com/hdc7wdn
Jan 26, 8:29 AM
David Jackson
Liked this a lot: All Major Asset Classes Continue To Post 1-Year Declines http://seekingalpha.com/a/2a42i $VWO $VTI $JNK $TIP $VNQ
Jan 21, 9:21 AM
David Jackson
Really liked this discussion about market valuation: http://seekingalpha.com/a/29xne
Jan 11, 12:31 PM
David Jackson
Only 5 countries green in this 1-yr ranking of 45 country ETFs: http://bit.ly/1Np7Uxu $EIRL $EWK $JPP $EIS $EWI
Jan 6, 2:09 AM
David Jackson
Is $FIT's decline overdone? Not sure. But the lack of barriers to entry from companies like HTC would worry me if I owned the stock.
Jan 6, 3:14 AM
The technology appears to be pretty easy to replicate http://seekingalpha.com/p/2pe4g
Jan 6, 3:23 AM
Nice!
Jan 1, 8:33 AM
David Jackson
Emerging market ETFs were a bloodbath in 2015. The exception: $CHNA, particularly $KWEB +18%. http://bit.ly/1NZ22Hd $VWO $EEM
12/31/15
David Jackson
Best and worst performing sector ETFs ($XLK $XLY $XLV $XLP $XLF $XLI $XLU $XLB $XLE) this year: http://tinyurl.com/gqq436k
12/31/15
David Jackson
Here's how dividend ETFs did this year: http://tinyurl.com/zkhtby5 $SDY $DON $DLN
12/31/15
David Jackson
Top 5 best performing country ETFs this year: $EIRL $EWK $JPP $EIS $EWI http://tinyurl.com/o4v8bk3 $
12/31/15
Drawback of ETF when every one is selling & hard to find buyers unless one is willing to accept market order.
Not sure that's specifically a problem with ETFs. Applies to anything illiquid. Many ETFs more liquid than stocks.
12/31/15
David Jackson
Great comparison of how key financial markets did this year, inc. $SPY $DIA $IJR $GLD $TLT: http://tinyurl.com/pej73v2
12/31/15
David Jackson
Fascinating article from SA PRO says $RUBI won't be hit by ad blockers, and is therefore underpriced: http://seekingalpha.com/a/293rk
12/27/15
David Jackson
WaPo has overtaken $NYT on monthly uniques, a vanity metric. Wonder if that's also true for daily uniques, a real metric.
12/27/15
Two political hacks & examples of how far the US media has sunk >Bezos should stick to retail & Slimm never should have saved the Times
12/21/15
David Jackson
Star Wars opening weekend grosses have been revised up to $528M, $DIS CEO Bob Iger tells Bloomberg TV
12/18/15
David Jackson
$AMZN's share of holiday ecommerce spending is now 39.3%, up from 37.9% last year. Astonishing.
Here's the link to the source for this number: http://bloom.bg/1IcHvSz
12/18/15
Bezos had a vision and never gave a blip about 1/4 to 1/4 noise > He passed them all & left WMT in the dust.Next the world
12/16/15
David Jackson
Big housing starts number: http://seekingalpha.com/n/1s0pm
12/16/15
David Jackson
Any thoughts on $OMEX's press release? http://bit.ly/1P7RBoT
12/16/15
David Jackson
What's the best way to play the growth of ETFs vs. mutual funds, long and short? eg. $WETF $BLK $JNS $BEN $LM $GBL $AB $TROW $AMG
On growth of ETFs, see: BlackRock sees ETFs doubling again in next few years http://seekingalpha.com/n/1rp1m
12/10/15
David Jackson
Healthcare already the largest sector, will grow due to population aging. Invest in it w $IRY or $XLV.
William, what's your top stock pick (or ETF) for that?
12/10/15
Hi David, Not studied the sector, my guess would be United Healthcare? I read where it gained some monopoly power. Best, William
12/9/15
David Jackson
What are the implications for $BABA of $YHOO not spinning off its $BABA stake?
12/9/15
David Jackson
$YHOO not spinning off its $BABA stake could boost its stock price by $9-14 http://seekingalpha.com/a/288j4
12/9/15
David Jackson
Remember the lessons from the $YHOO - $BABA saga: http://seekingalpha.com/a/1wk2g
12/9/15
David Jackson
Big news: $YHOO confirms it isn't spinning off its Alibaba stake: http://seekingalpha.com/n/1rq8y
Matratra -- not sure about that. I'd guess she cares most about success, ie. generating growth.
12/9/15
She might have job offer & waiting for big severance package. She was there to pocket. She was approached by Armstrong for merger for growth
12/4/15
David Jackson
How $GOOG and $TSLA are betting on driverless cars: http://theatln.tc/1YNi1z2
12/4/15
David Jackson
A Conversation with Cliff Asness http://bit.ly/1YMPFFd
11/26/15
David Jackson
Seeking Alpha's section on demographics: http://bit.ly/16W83lD
11/26/15
David Jackson
Just read the outstanding WSJ presentation on How Demographics Rule the Global Economy.
This is a crucial topic for investors. It's why Seeking Alpha has a section on demographics: http://bit.ly/16W83lD
11/26/15
Excellent. Thanks!
11/17/15
David Jackson
Researchers find that using $FB makes you less happy: http://bit.ly/1HT2klw
Yup -- causing unjustified criticism of social networking stocks :-)
11/18/15
Meaningless "research". Talks about celebrity, which is the $TWTR thing, not $FB. Self-reported, no causal relationship. Zero credibility.
10/20/15
David Jackson
I thought this article on why to avoid $IBM was *excellent* http://seekingalpha.com/a/24uly
Seth Godin isn't an investor. He's one of the smartest marketing people I read. Thought it was interesting, off the beaten track.
10/12/15
It was interesting. I still see more room for growth. I think regular Joes will still get the iPhone and thereby more people will get Macs
9/11/15
David Jackson
Why the Facebook threat to most media businesses will only get worse $FB http://bit.ly/1F0JQxR
9/9/15
David Jackson
Fantastic overview of what's going on with global markets: http://bit.ly/1Np7Uxu