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  • Intel Inside The $1,800 Tag Heuer Android Watch [View article]
    "The $1,800 Intel-powered Tag Heuer Android Watch is more reasonable for astute buyers."

    $1800 watch and "astute buyer" don't belong in the same sentence.

    The market for silly mechanical Swiss watches is in secular decline. Overpriced electronic versions will go with them.....
    Oct 13, 2015. 07:40 AM | 1 Like Like |Link to Comment
  • Population-Adjusted Jobs Growth: How Weak (Or Not) Is This Recovery? [View article]

    This article looks like political hackery to me. Here's the only graph you need:

    Even for the pre-retirement age contingent (25-54), the ratio of people working (emratio) is near 30 year lows.
    Oct 8, 2015. 08:48 PM | 1 Like Like |Link to Comment
  • A Review Of Master Limited Partnerships [View article]

    "The gathering and processing business has some sensitivity to the price of gas...."

    That's completely wrong -- at least in the sense that you intend it. Gathering and processing has sensitivity to the price of NGLs (which are typically linked to oil) not to Gas.

    G&P companies with keep whole and POP contracts are actually inversely sensitive to the price of Gas -- i.e. they benefit from lower natural gas prices.
    Oct 8, 2015. 01:09 AM | 3 Likes Like |Link to Comment
  • Microsoft: Reimagining Personal Computing [View article]

    "Consumers and enterprises can now get any type of device they need suing Windows 10."

    I'd like to sue Windows 10. But I'd even more like to sue Windows 8 for all the time it has wasted and all the data it has corrupted. I don't want a device. I want cash.

    Do you know a good lawyer?
    Oct 7, 2015. 12:05 AM | 2 Likes Like |Link to Comment
  • Student Transportation Is 20% Overvalued, Even With Its 12% Annual Dividend Yield [View article]

    Part of the price movement is due to the steady flow of articles like this, with murky motives. There was just another one yesterday:

    Of course these guys claim they are not shorting STB. But that's not to say their clients, wives, in-laws, etc. aren't.
    Oct 1, 2015. 08:41 AM | Likes Like |Link to Comment
  • Student Transportation: Buses Are Peripheral [View article]

    Funny how these articles are timed right after the ex-div date, for maximum effect.

    Do you really believe that a school bus' value actually follows an accounting depreciation schedule and is completely worthless at the end? Looks to me like they run plenty of buses past when the balance sheets say they're worthless and the also sell them when they're supposedly worthless.

    The only thing that has depreciated to 0 are your arguments.
    Sep 30, 2015. 09:33 AM | 2 Likes Like |Link to Comment
  • SSDs Are Also A Problem For Intel And Microsoft [View article]
    As someone above noted, Intel makes and markets SSDs. But I'll go beyond that to say that they make the very best SSDs. So it's a mixed deal for them.

    Nota bene: without adequate TRIM management, SSD performance degrades substantially over time.

    You don't need SSDs to amp up your speed, either. Just get a few HDDs and set them up in a RAID 0 configuration, and you're good to go. Of course you could do that with SSDs and giddyup!
    Sep 23, 2015. 03:42 PM | 2 Likes Like |Link to Comment
  • Delta And United - Thriving Airlines In A Changing Market [View article]

    "That is not natural supply and demand. That is subsidy."

    No that's supplying a superior product at a better price. Just like Uber vs. the dinosaur Taxi monopolists.

    I'm also surprised that as a pilot, you aren't aware of "Essential Air Service" and the fact that it did not end. In fact, it has been growing every single year:

    But we also have disclosures from wikileaks of further billions in subsidies.

    Forget about the ME3 airlines. Everybody else in the world (except maybe Aeroflot and Alitalia) beats the pants of the U.S. carriers. You should fly on Singapore, Lufthansa, Air Asia, sometime.

    If we truly had fair competition and "open skies," the crappy U.S. legacy carriers would be out of business in a year. Which is precisely how it should be. They are perhaps the only institutions in this country offering worse value than the DMV and the Post Office.
    Sep 17, 2015. 05:26 PM | Likes Like |Link to Comment
  • Delta And United - Thriving Airlines In A Changing Market [View article]
    "The only reason these companies exist is because of their respective government subsidies "

    Give me a break. The only reason UAL, DAL, and AAL exist is because of Govt. subsidies -- and bailouts and overly lenient bankruptcy law.

    When confronted with competition that provides good, cheerful service, what do these legacy carriers do? Do they step up their game and try to provide better service?

    No. They run to govt. and try to block the competition from the market. In short they try to screw U.S. consumers to protect their mismanaged companies and their over-coddled, lazy union employees.
    Sep 17, 2015. 11:56 AM | 2 Likes Like |Link to Comment
  • Enterprise Products raises bank credit facilities by $500M to $5.5B [View news story]
    It's cheaper now than it was 2 years ago. So back up the truck.
    Sep 16, 2015. 09:49 AM | 2 Likes Like |Link to Comment
  • Soccer Mom Sticker Shock: Tesla Prices Model X Signature At $133,200 And Up [View article]

    There is no national sales tax. I'm surprised you don't know that.
    Sep 2, 2015. 11:06 AM | 2 Likes Like |Link to Comment
  • Soccer Mom Sticker Shock: Tesla Prices Model X Signature At $133,200 And Up [View article]

    Last time I checked, I paid $.18 to the USG, and $.45 to the State of California for each gallon of gas. That's over 20%. Where exactly is the subsidy?
    By comparing the absurd Tesla subsidy to other silly subsidies you effectively concede the argument.
    Sep 2, 2015. 12:53 AM | 3 Likes Like |Link to Comment
  • Soccer Mom Sticker Shock: Tesla Prices Model X Signature At $133,200 And Up [View article]
    How about all of us -- rich and poor -- get to keep our money, instead of spending it on silly tax credits for wealthy people.

    And the guy who wants to buy an $80,000 Tesla can just pay for the extravagance himself.

    @orockers. A tax credit is a subsidy, in case you didn't know.

    Perhaps you should look at this article before you spout off:
    Sep 1, 2015. 07:33 PM | 10 Likes Like |Link to Comment
  • Soccer Mom Sticker Shock: Tesla Prices Model X Signature At $133,200 And Up [View article]

    The average shmoe who makes $50K a year, gets to subsidize an $80,000 car which a billionaire sells to millionaires. Nice.
    Sep 1, 2015. 05:42 PM | 16 Likes Like |Link to Comment
  • Is Student Transportation's Use Of Non-GAAP Measures Disingenuous? [View article]
    Every time I see one of these silly articles on STB or STON, I buy the stock hand over fist. I wait for the 5% appreciation (usually a week or two) and then sell it back.

    I made 5% buying STB this morning when the article appeared. Thanks!!
    Aug 20, 2015. 02:03 PM | 1 Like Like |Link to Comment