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Jason Merriam

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  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    dbt01,
    Variant viewpoints are essential to the discussion. That you disagree with Michael Blair's take on AAPL is no reason to deny him the economic benefit as a contributor.

    The 9:1 ratio you cite in another comment merely reflects that there are nine ardent AAPL bulls for every one bear. The negative comment bias tells me that somebody had a lot of guts to work a roomful of zealous AAPL loyalists. Consider the financial compensation he receives as combat pay.

    Passionate discussions are what makes a market.
    Apr 10 01:12 PM | 6 Likes Like |Link to Comment
  • Momentum Nosebleed Puts Market In A Nosedive [View article]
    dwdallam,

    There is certainly some disconnect between valuations and fundamentals no doubt.
    Apr 6 04:59 PM | Likes Like |Link to Comment
  • Momentum Nosebleed Puts Market In A Nosedive [View article]
    WSD,
    Indeed!
    Apr 6 04:57 PM | Likes Like |Link to Comment
  • Momentum Nosebleed Puts Market In A Nosedive [View article]
    Bob 88,

    Appears to be divergence in "seasonality". Market participants were drawing their line in the sand.
    Apr 6 02:05 PM | Likes Like |Link to Comment
  • In Like A Lamb And Out Like A Lion [View article]
    Gracias.
    Apr 5 01:10 PM | Likes Like |Link to Comment
  • In Like A Lamb And Out Like A Lion [View article]
    George,
    Always refreshing to hear your perspective. Thanks much. On the issue of SBUX, any thoughts on how far out you might go on a contract and a strike price area you might consider.
    Apr 5 12:51 PM | 1 Like Like |Link to Comment
  • Stocks Endangered By Fresh Putin Aggression - Sell SPDR S&P 500 [View article]
    @kata,
    Russia is a two-trick pony; oil and natural gas. Much like China turning its focus to a domestic consumption economy, Putin's goal is to ensure markets for Russian products and guarantee Russian jobs. The questions here are whether Putin's play on Ukraine will follow the model Moscow's previous support for secessionist movements (in former Soviet states) or whether it represents a break from that.

    Using the guise of protecting ethnic Russians concentrated throughout breakaway states provides Putin cover in his perceived justification of actions. Russia's new assertiveness in "world affairs" are bold indeed, but it might reflect Putin's desire to expand Russia's influence as a priority of its foreign policy.

    Putin is cunning, not crazy. Hugo Chavez was crazy.
    Mar 29 01:06 AM | 2 Likes Like |Link to Comment
  • Apple's Dividend Will Hit $20 Within 5 Years [View article]
    Given the depth of AAPL's pockets, why don't they just take themselves private?
    Mar 28 11:37 PM | Likes Like |Link to Comment
  • Why SodaStream Is Cheap; Take A Look! [View article]
    Brian,
    Superb analysis on SODA. Your excellent research makes a compelling argument to the value proposition. As for takeover potential, KO's stake in GMCR suggests anything is possible.

    However, I would venture to guess that of the two potential suitors mentioned, DPS might be the least likely for several reasons. 1) Their "Rapid Continuous Improvement" program remains in full swing 2) DPS may have insufficient resources to keep pace with competing acquisitions.

    A DPS / SODA tie-up would be perfectly logical to leveraging DPS's portfolio with SODA's platform, but DPS' balance sheet may not be able to digest a union.

    Regardless of any potential outcome, your analysis of SODA inspired me to add the company to my watchlist. Thanks again.

    Mar 28 11:32 PM | 1 Like Like |Link to Comment
  • Stocks Endangered By Fresh Putin Aggression - Sell SPDR S&P 500 [View article]
    Putin laments for a complete motherland. He's a nationalist at heart. The casual observer might question his mental health, but Putin is shrewd and calculating.

    His legacy (as argued by Thomas De Waal) is "soft annexation". Leveraging tensions of the relics of the Soviet Union's messy consolidation and collapse. His goal is likely to gain influence in former Soviet states, while preventing these countries from moving closer to the West. As such, Putin may perceive the EU as a genuine strategic threat.

    Meanwhile, Putin is pulling lots of levers (political, economic and military) to tell the world he wishes for the orbit of years past. The question is what is his vision of pro-Kremlin territory? Putin's playbook: What Russia wants, Russia gets.
    Mar 28 10:04 PM | 4 Likes Like |Link to Comment
  • Contango Takes A Breather [View article]
    Excellent article and tremendously helpful information. Thanks much.
    Mar 28 09:14 PM | Likes Like |Link to Comment
  • Willi-Food International Should Be Taken Private For A Potential 100% Gain [View article]
    Igor,
    Nicely laid out thesis for the potential arb opportunity. Will keep it on my watch list. Thanks.
    Mar 22 11:54 AM | Likes Like |Link to Comment
  • Why Seeking Alpha Embraces Pseudonymity [View article]
    Eli,
    Thank you for the thoughtful support of pseudonymity. As a long time contributor, I have witnessed a remarkable evolution of the platform over the years. It is no coincidence that SA has become so disruptive.

    It is unfortunate that anonymity has been thrust into the spotlight so glaringly, but along with virtue, danger can sometimes lurk. It is part of the learning curve. More to the point, it is inevitable that there will be opportunists trying to exploit it for self-serving agendas.

    The recent media attention on SA should not be viewed as an indictment against anonymity per se. Rather, it illustrates the influence of financial information in the digital world.

    Granted, an anonymous blogger "talking" the book of a hedge fund before the hedge fund revealed their book publicly might be sufficient grounds for the hedge fund to sue the blogger. Then again, why go after the blogger when you could catch bigger fish (i.e. principal / execution traders) upstream?

    Similarly, a SA contributor who exposed a stock promotion scheme involving third party sponsored research reveals how dog and pony shows can slip into media distribution channels.

    Market manipulation or undisclosed promotion are not a new phenomena but I think SA has done an excellent job in preserving the integrity of its contributor model. However, it's our responsibility as contributors to support this initiative by raising the bar of accountability, independence and quality of our work.
    Mar 21 08:10 PM | 2 Likes Like |Link to Comment
  • Exchange Traded Debt: An Analysis [View article]
    Rubicon,
    Generous in your response to author and fair.

    Discussions on ETD's are far and few between. It's refreshing to see somebody tackle the potential opportunities, but the article title and the issues you cited, point out succinctly where caution is merited.

    I would be more concerned by the fact that SA found it fit for editor's pick. The author gets an "A" for effort, but the glaring lack of risk context (relative to bond and debt characteristics) might be lost on the average income investor.

    Risk is as risk does, but the "almost risk free" suggestion might be a misnomer. I agree with your assessment of the value in baby bonds and overwhelmingly support the view one needs to appreciate the risk.
    Mar 12 12:54 AM | 1 Like Like |Link to Comment
  • Alan Brochstein On Fox [View instapost]
    Alan,
    Congrats on the FOX interview. Nicely done!
    Feb 4 10:30 PM | Likes Like |Link to Comment
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