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Gary Jakacky  

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  • People Often Want What They Don't Absolutely Need - Consumer Discretionary Sector: Part 6 [View article]
    EXCELLENT article with countless insights and traceable pieces of information.
    Feb 12, 2015. 05:37 PM | 2 Likes Like |Link to Comment
  • Why Intuitive Surgical Is No Longer A Growth Stock [View article]
    Don't forget the generous stock dividends the management have given themselves over the years. Good article. By the way BIGCHARTS.COM has far far better charts for comparisons and performance than the charts you are using (whatever they are). Chart 3 is incomprehensible.
    Feb 12, 2015. 12:12 PM | Likes Like |Link to Comment
  • The Good And Bad Of Federal Finances [View article]
    Silly Asbytec! :) You are correct in describing an important aspect of Keynesianism: "if you won't spend your money, we will borrow it and spend it for you!" is the way Fiscal Policy works. We conservatives can prattle about opportunity cost all we want, but if the money was not going to be spent, than even inefficiency by a federal agency is better than nothing. It is important however for the fiscalism to cease once the economy gains steam. That does not happen:we have an endless spiral of expanding agencies and agendas, with built in vested interest groups preventing the cutbacks. Ergo the inefficient public sector expands and the efficient private sector contracts, relatively. In addition, if the revenues are raised thru TAXES, rather than borrowing, the entire efficiency argument becomes irrelevant because of the element of compulsion.

    Other than that Asbytec...how are things these days! We are up to our cahoots in snow!
    Feb 12, 2015. 09:17 AM | 3 Likes Like |Link to Comment
  • Disney: Beyond The Headlines Of Its Q1 Results [View article]
    What mickey mouse analysis....wait....thats a COMPLIMENT!!!
    Feb 11, 2015. 10:42 AM | 3 Likes Like |Link to Comment
  • Read This Before Shorting Anything! [View article]
    He who sells what isn't his'n, must buy it back or go to prison!
    Feb 11, 2015. 08:24 AM | 8 Likes Like |Link to Comment
  • Why Healthcare Cost Reform Could Be The Greatest Stimulus Of All [View article]
    Vermont has seen the cost of Single Payer and blinked. Can't wait till Bernie Socialist Sanders gets asked that question when he runs for Prez!
    Feb 10, 2015. 01:15 PM | 1 Like Like |Link to Comment
  • Verizon Vs. AT&T: Which Has A Better Operating Strategy For The Future? [View article]
    Value Line is very high on AT&T; for many of the reasons you mention here. Love the dividend and between that and some fancy-pants options trading, I manage to make a decent yearly income.
    Feb 10, 2015. 12:53 PM | 1 Like Like |Link to Comment
  • The Dividend Growth Investing Mindset [View article]
    Ooooh-rah! I swear by (and occasionally AT) Value Line, which i use to find both dividend payers and some blue chips that may be on the bargaining table.
    Feb 10, 2015. 11:23 AM | 1 Like Like |Link to Comment
  • Disney Provides The Proof: PE Expansion Is Well Under Way [View article]
    I wanted to use an example of a Blue Chip. Tech stocks are notorious for outrageous PEs during tech manias, from the early 1960s again and again to this day. But you make a good point.

    I also wanted to puncture (for the umpteenth time) the "We are in a bubble" argument. Whether it is trailing, forward, PE10, whatever; if you compare current PEs to recent historical norms, you risk being too conservative. America is benefiting from flight capital from Europe, Russia, and some asian nations. If they buy our products; good. If they buy our stocks, better!
    Feb 9, 2015. 11:53 AM | 1 Like Like |Link to Comment
  • Disney Provides The Proof: PE Expansion Is Well Under Way [View article]
    Good point. Prudence is a virtue, especially in finance. My only point was, since PEs and CFx has been trending downward for so many years, now that they are rising, everything looks overvalued. That may not be the case.
    Feb 9, 2015. 09:40 AM | 1 Like Like |Link to Comment
  • Disney Provides The Proof: PE Expansion Is Well Under Way [View article]
    I am not sure where you see "F"...it says I am long XLK, T and XLY. XLY is the consumer discretionary spider, of which DIS is a member.
    Feb 9, 2015. 09:38 AM | Likes Like |Link to Comment
  • Water Utilities: American Water Works, Aqua America Are The Best Fundamental Selections [View article]
    Keep in mind, before you all extend your water usage trend lines into the future and get profits dancing in your heads, that in almost ALL locations water is sold/marketed by the government---and we all know how much inefficiency that breeds. In addition for decades---and still true in a vast majority of places---water is provided at average cost, not marginal cost.You pay a flat fee or tax and on goes the tap. In areas where ANY semblance of market based based pricing is in use, the quantity of water used falls sharply.

    In short, be careful that the same folks who struck out on the "peak oil" poppycock do not entice you with water ETFs and such. I look not so much for the water itself as an investment, but at the companies that provide conservation, measurement, and recycling technologies. Many of the above letters have mentioned this and specific company names. Thanks!
    Feb 7, 2015. 09:34 PM | 3 Likes Like |Link to Comment
  • Selling Stocks Is Like Football: Ohio State Coach Woody Hayes On Portfolio Management [View article]
    Wow...the Seattle Seahawks, The Bible, and Woody Hayes all in the same article! Methinks Shakespeare is a Seeking Alpha author, incognito. :)
    Feb 7, 2015. 08:33 AM | Likes Like |Link to Comment
  • The Coming Oil Shock? [View article]
    Nice thoughts to chew on.

    I recommend you watch the Weird Al Yankovic video WORD CRIMES. "It's" Hysterical.
    Feb 6, 2015. 03:51 PM | 1 Like Like |Link to Comment
  • Nominal And Real Wages: The Agony And The Ecstasy [View article]
    "Instead, all of the real growth in wages is coming from the collapse in the price of gasoline.."

    Drill baby drill!
    Feb 6, 2015. 11:53 AM | Likes Like |Link to Comment
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