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  • A 'Damaged Culture' No More? An Investing-In-The-Philippines Reality Check [View article]
    100s of millions of potential tourists - especially those who go to Macau to gamble as the PH has casinos. The problem is, the Philippines is NOT safe for Chinese tourists! eg Look up http://bit.ly/1BoxRDg where several HK / Chinese hostages were killed and the Chinese gov't was rightly pissed off... Its largely safe for Westerners to visit the PH as no one in their right mind will kidnap one and have it on CNN but I have heard Chinese, other Asians etc being kidnapped - even at the airport b/c they got into what they thought was a cab. Usually Asians will quietly settle for ransom...
    May 27, 2015. 03:55 AM | Likes Like |Link to Comment
  • There's Never Been An Opportunity Like Yahoo Right Now [View article]
    Surprise surprise, $YHOO customer service ACTUALLY replied to me via Twitter (who the HECK relies on Twitter for customer service problems/complaints???) to direct message them and later that a "member of our highest customer experience team will reach out to you shortly." There are other people in Malaysia complaining on http://bit.ly/1yXfx8P for over a week now about not being able to see the US page - obviously no one at Yahoo listens to the voices on that forum.
    Apr 23, 2015. 12:02 PM | 1 Like Like |Link to Comment
  • There's Never Been An Opportunity Like Yahoo Right Now [View article]
    Obviously the author NEVER uses Yahoo email or look at Yahoo content much. I don't even know where to begin with Yahoo email (e.g. constant requests to change passwords as they can't seem to keep it secure at their end etc) BUT now I can NO LONGER view the Yahoo US Homepage from SE Asia - not that I have been spending much time on there as lately its mostly Khardasians, Katic Couric and DNC propaganda masquerading as news. What's annoying is there is NO EXPLANATION for this sudden change (was just in Thailand and it was fine there - apparently its happened to other Expats elsewhere for years who also want to have the US Homepage...), there appears no way to fix it and there is ZERO customer service options to complain to that they actually respond to - I don't think Yahoo people ever look at Yahoo user voices or whatever as my complaint has regularly come up from other expats elsewhere. I'm trying to complain to customer service and Marissa via Twitter - I doubt I will get a response...
    Apr 23, 2015. 05:59 AM | 1 Like Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    I get the feeling that Yahoo might have also been under some pressure by companies bashed anonymously on SA or by certain advertisers to drop them or Yahoo's legal counsel may have advised it as well b/c when the general public sees a headline, they just assume its from a carefully "fact checked" source...
    Aug 1, 2014. 01:07 PM | 2 Likes Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    @Wachholder "calling Yahoo 'low brow' crowd. Which we know it is."

    You must mean the message boards (most investors who aren't traders don't look at any message boards) and the comments section of their articles.

    Yahoo! Finance has a very solid product build around their individual stock pages thanks to the data they collect/aggregate conveniently in one spot and now that they have booted the most blatant syndication abusers, basically SA and Motley Fool, from the news headlines, it should get even better - if they stick to hard news sources like WSJ/CNBC/Bloomberg/NYT... etc. in the headlines and less from bloggers/amateur sources...

    HOWEVER, Yahoo! Finance's own exclusive content needs to change directions and I hope that's what they are doing now. I really like Jeff Macke too - mainly b/c he tends to avoid left wing politics and talking about politics in general. Most of the talking heads or writers turned me off and have kept turned off to Yahoo! Finance exclusive content when they started shrilling for Occupy Wall Street a few years ago and mixing way too much slanted political content (which needs to stay in the Political News section - just like in a newspaper) in with investing - they really muddied and confused who their audience is by doing that...
    Aug 1, 2014. 06:12 AM | 10 Likes Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    "But why not rather sign up for real-time email alerts?"

    Do the people at SA realize just HOW MUCH non essential email (and I am not talking about business proposals from friendly Nigerians!) on average a person gets from websites that's borderline spam?!!!

    Even with my current settings, I am still being almost flooded daily with non-essential correspondence from LinkedIn, Facebook and several other sites to the point where this weekend, I am going to clean out my inboxes and set up a new filter to stick this stuff in one folder to review when I have time OR to further change my settings to where I just don't get such email...

    At least for Seeking Alpha, I was wise enough to sign up and use an email that I almost NEVER check - so I would not have to deal with your spam :)
    Aug 1, 2014. 04:26 AM | 2 Likes Like |Link to Comment
  • The Shutdown Bangkok Protests: Is Thailand A Safer Investment Than You Think? [View article]
    Aside from that, I'd be more interested to see what happens over the medium to long term in the MFG / export sector now that it has become clear that Vietnam is not a safe place to source from either - especially for the Taiwanese who like to employ cheaper labour from the mainland as managers/supervisors...
    May 21, 2014. 12:41 AM | Likes Like |Link to Comment
  • The Shutdown Bangkok Protests: Is Thailand A Safer Investment Than You Think? [View article]
    I remember the Cha-Cha or charter change debates in the Philippines where it was observed that Parliamentary forms of democratic gov't have much fewer coups and tend to be more stable than federal forms of democratic gov't like what we have in the USA (although Thailand might be a special case...) Think about it: Clinton would have probably been gone in 1994, Bush in 2006 and Obama in 2010 if we had a similar system with no confidence votes and snap elections when they really pissed us off. Instead, Bush limped along for the final 2 years and Obama is pretty much a lame duck already ruling by decree without Congress.

    In the worst case though, the military and the King could step in and impose some sort of temporary gov't or rule if there is complete deadlock.
    Mar 13, 2014. 11:35 PM | 2 Likes Like |Link to Comment
  • The Shutdown Bangkok Protests: Is Thailand A Safer Investment Than You Think? [View article]
    Well, that was after he tried to get the full $1.85B or whatever tax free! :)

    What I meant by the Juan Peron reference was that Peron might be long dead, but his shadow, politics and ideas continue to haunt Argentina and probably will forever as Christina Kirchner still uses his political and economic playbook. Thaksin will continue to overshadow Thailand as well - if for any reason because he showed future politicians how to at least win elections that aren't rigged or controlled by the elite.
    Mar 4, 2014. 11:55 AM | 1 Like Like |Link to Comment
  • The Shutdown Bangkok Protests: Is Thailand A Safer Investment Than You Think? [View article]
    "just about everywhere in the country with killings and shootings, bomb attacks and lynchings just about everywhere" and some of the other things you mention ("22 elite families") sounds just like the Philippines where I lived for several years and never got overly exited about! Granted, maybe I just got immune to hearing about such things every time there was an election there along with other dire predictions.

    Its true, Thaksin came to power in the most honest/clean elections they have probably had BUT that's the problem as the poor and the rural voters will always outnumber the middle class and the urbanites. HOWEVER, he also gave himself a great tax deal when he sold his telco company shares to Singaporeans - to a big degree, that's what got him overthrown and really hated by his enemies...
    Mar 4, 2014. 10:51 AM | 1 Like Like |Link to Comment
  • The Shutdown Bangkok Protests: Is Thailand A Safer Investment Than You Think? [View article]
    Of course some are being paid. Even in America, I think the unions were paying people to picket Wal-Mart or Mcd's while in Washington DC, the protesters or rally attendees are usually the employees of one camp or the other or the College Democrats / College Republicans. Everyone else is too busy trying to earn a living or just to survive.

    Look at our own military as well where I think most of our officer corp leans along with most white enlisted soldiers from the South lean GOP but there are probably plenty of others from other parts of the country who vote DEM. But if I am not mistaken, Thailand also has compulsory military service and you can pay money to avoid it - meaning the middle class and wealthy aren't enlisted or serving but there would be plenty of soldiers from rural areas and the north who are serving.
    Mar 4, 2014. 09:57 AM | 3 Likes Like |Link to Comment
  • The Shutdown Bangkok Protests: Is Thailand A Safer Investment Than You Think? [View article]
    I posted all my pictures at http://bit.ly/1hITC8T that were taken last Tuesday. While I only saw one day of the protests, I can't imagine most days having been much different or coming anywhere close to what was seen in Venezuela or in Kiev recently. After all, these protests are backed by middle class Thais who need to earn a living on most days of the week...
    Mar 4, 2014. 08:58 AM | Likes Like |Link to Comment
  • The Philippines: More 2 Steps Forward And 1 Step Back? [View article]
    FPAFY looks like its almost back to where it started the year and yea, its probably foreign outflows plus whatever is happening in Indonesia as its businesses or investments are probably pretty sound (Indofoods is a good business in and of itself if you like mee goreng!). A daily trading average of 18k shares does not look too bad - if you are willing and able to invest in OTC stocks (Note: I don't think I can with my discount broker).
    Jul 11, 2013. 06:24 AM | Likes Like |Link to Comment
  • The Philippines: More 2 Steps Forward And 1 Step Back? [View article]
    "Why perception of PH corruption decreased under PNoy" http://bit.ly/12CUthN

    "A lack of political scandals and the replacement of top government officials linked to former President Gloria Macapagal Arroyo are just some of the reasons why more Filipinos believe corruption has decreased, however slightly, under President Benigno Aquino III, a watchdog group said."
    Jul 10, 2013. 02:01 AM | Likes Like |Link to Comment
  • Buy This Utility For Its 7.25% Yield [View article]
    FYI: According to the last sentence in a May 8th press release: "Starting on May 20th, 2013 (inclusive), EDP shares shall be traded on the NYSE Euronext Lisbon stock exchange without the right to payment of dividends (ex-dividend right)." http://bit.ly/18ABifF
    Jul 5, 2013. 07:55 AM | Likes Like |Link to Comment
COMMENTS STATS
89 Comments
70 Likes