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Richard Robinson, Ph.D.  

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  • Macerich Declines Simon's $91-Per-Share Bid [View article]
    I think Brad's comments below are right on... This offer will force to board to begin discussions, at the very least. And with the possibility of higher interest rates in the near future, SPG will likely push hard for consensus.
    Mar 22, 2015. 01:23 PM | Likes Like |Link to Comment
  • Macerich Declines Simon's $91-Per-Share Bid [View article]
    SA picks up these articles several days after they run in other publications.
    Mar 22, 2015. 01:20 PM | Likes Like |Link to Comment
  • Weight Watchers Repeats Henry Ford's Blunder [View article]
    great points all...
    Mar 9, 2015. 11:13 AM | Likes Like |Link to Comment
  • Another Sub-Prime Mess! [View article]
    another great point!
    Sep 12, 2014. 11:27 AM | Likes Like |Link to Comment
  • Another Sub-Prime Mess! [View article]
    Thanks for your contribution. Many of the previous responses ignore the central tenet of the article in which I outline the risk to investors buying securitized auto loans - not the health of the sub-prime auto loan business, etc.

    Additionally, I think your comment about the Fed intervention heading into its final phase is quite prescient. Unfortunately, it's the investors who will pay the most as rates rise, which they most assuredly must...
    Sep 11, 2014. 04:49 PM | Likes Like |Link to Comment
  • Another Sub-Prime Mess! [View article]
    You're missing the point. It's not about sub-prime lending in and of itself. There is a legitimate market for the business. But price the risk with a valid credit rating so that investors are aware of the risks involved.

    But when Wall Street bundles the loans with BBB ratings or higher, investors are being duped in their desperate search for yield due to interventionist policies of the Fed.
    Sep 10, 2014. 05:14 PM | 1 Like Like |Link to Comment
  • Liquified Profits [View article]
    You're quite right about domestic uses, but the required infrastructure is still quite some time away to make any real difference. In addition, long haul trucking firms will make more headway when natural gas trucks can garner the required horsepower.

    Until then, growing the worst recovering economy since World War II means doing whatever possible. As the largest producer of natural gas, we need to capitalize while we can...
    Jul 3, 2014. 10:12 PM | 1 Like Like |Link to Comment
  • Declining Liquidity Could Mean Trouble Ahead... [View article]
    DPR stands for Dividend Payout Ratio - the percentage of earnings paid out to shareholders in the form of dividends.
    Jun 30, 2014. 05:06 PM | Likes Like |Link to Comment
  • Declining Liquidity Could Mean Trouble Ahead... [View article]
    I actually get your points. Of course declining margin debt isn't any forward indicator to recession. If I gave that impression, I'll work harder at making my writing clearer.

    In fact, I'm not making any points about recession. The markets and the economy are NOT the same thing. The Fed has propped up the markets in the hopes that the Keynesian folly of "escape velocity" can spool up. It won't. It can't. But that doesn't mean the markets can or even will correct. Central banks have been buying equities - and when you throw public money at the market, its hard to extrapolate anything with certainty. The name of the game now is risk management. That was the basis of my article.
    Jun 28, 2014. 11:02 PM | Likes Like |Link to Comment
  • Declining Liquidity Could Mean Trouble Ahead... [View article]
    Seems to be lining up that way... Again!
    Jun 27, 2014. 03:54 PM | Likes Like |Link to Comment
  • The Hidden Danger Of IPOs [View instapost]
    You're absolutely right... unfortunately we just don't seem to learn from the past.
    Apr 28, 2014. 09:29 AM | 1 Like Like |Link to Comment
  • Imminent Dividend Hike From Big Oil! [View instapost]
    I appreciate the comments. Pulling the trigger is the hard part, especially with the recent increase in market volatility from exogenous risks. But CVX is certainly an excellent candidate for a long term play, and when their LNG projects fire up, their free cash flow will take them to new highs...
    Apr 28, 2014. 09:26 AM | Likes Like |Link to Comment
  • Build A Margin Of Safety For Your Dividend Income [View article]
    The principles your article addresses will go far in helping you to develop a solid dividend income, but your dedication to learn will be your greatest asset. Great article...
    Mar 24, 2014. 03:06 PM | 3 Likes Like |Link to Comment
  • Deflation Is Not A Danger [View article]
    Great article in the ever present fight against apoplithorismosphobia!
    Mar 7, 2014. 04:42 PM | Likes Like |Link to Comment
  • Get Your Share Of $1 Trillion [View instapost]
    Unfortunately, there is no single system of ticker symbols in use for preferred stocks. The correct ticker symbol for a preferred stock depends on whose information you are accessing. For information about what symbol Merrill Lynch uses, you will have to contact a Merrill representative.
    Mar 5, 2014. 11:19 AM | Likes Like |Link to Comment