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Rufus D

 
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  • Google's Chromebook Pixel Proves A Point [View article]
    You forgot a few key points about the PC segment. Lenovo is doing quite well, and has already surpassed HP as world's largest PC maker, and they have tablets, smartphones, notebooks, desktops, and hybrids. They know well what the competition is up to in all these segments. Lenovo is also predicted to surpass Samsung this quarter as the #1 seller of smartphones in China, and they have not even begun their efforts to sell in US yet. Meanwhile, Dell is going private mainly because their valuation as a PC business is heading to zero, and HP is augering in because of another in a long line of useless CEOs who doesn't know what to do with it. Samsung, Acer, and Asus are not sitting on their hands in any of these spaces either. Innovation will continue to happen on all levels in what used to be the PC space, but now is more properly termed the personal device space.
    Feb 23, 2013. 02:17 PM | Likes Like |Link to Comment
  • 8% Dividend Payer Newcastle Investment's Coming Spin-Off May Unlock Value [View article]
    It wasn't clear from your article, but the Newcastle Investor presentation of 2/13/13 says they will distribute 1 share of the new NRZ for each share of NCT.
    http://bit.ly/L179Xe
    From your chart, this means they are spinning out 36% of their assets. It also says NRZ will be holding all the non-peforming loans. What will this do to the stock price and yield for both? This is potentially far more disruptive than a new public stock offering, because it will be difficult to know what the new valuations should be.
    Feb 18, 2013. 12:54 PM | 1 Like Like |Link to Comment
  • Microsoft Now Needs Google Emulation [View article]
    Well said Techy46. Software Socialism is a perfect description of how Google attempts to destroy competition while providing an inferior and untested product. Microsoft dominated for 20 years because they provided a tested and compatible ecosystem where everyone could sell products and earn a decent profit. This in spite of the fact they are constantly under attack from vicious hackers trying to destroy the whole system. Google is just a more well funded member of the hacker mob. They steal from Apple, release crappy freeware versions of Android and Office and other apps, while all the time they are using their spyware on all the users of gmail, search and other services. "Do no evil?" Are you kidding?
    Feb 17, 2013. 02:20 PM | 1 Like Like |Link to Comment
  • ETF Stats For January 2013: Fewest Launches In 41 Months [View article]
    Hi Ron, have you heard of anyone working on a Business Development Corporation ETF? This could be an opportunity for a high yield and diversified ETF in this rapidly growing area and there are dozens of high volume, profitable, and high yield BDCs available now to pick from for an index. I am long NCT, PSEC, and TCAP, but might actually prefer an index type product for this market. What do you think?
    Feb 10, 2013. 05:29 PM | Likes Like |Link to Comment
  • Microsoft: How Windows RT Can Be Saved [View article]
    Good idea. Amazon is the one that proved the 7" market and sub $200 price point was the real winner for consumer tablets with the success of the original Kindle Fire in 2011. Microsoft copied the wrong tablet.
    Jan 21, 2013. 02:42 PM | 1 Like Like |Link to Comment
  • Yield Kidnapped By The Fed? Why It Happened, And Today's Best Income Investments [View article]
    Very good explanation, thanks for posting. I agree BDCs are a good way to get investment income in this environment.
    Jan 18, 2013. 01:03 PM | Likes Like |Link to Comment
  • Facebook Searches For Profits [View article]
    zamaninja, great examples, and I agree with you. Graph search is something Zuckerberg developed to do targeted ads. But now he is unleashing that power to every crook, scam artist, and perv on the internet. People are going to bail from facebook once they see what is happening. Zuckerberg has never cared about privacy.
    Jan 18, 2013. 12:38 AM | Likes Like |Link to Comment
  • Facebook Takes On Google, But Private, Personalized, Social Search Has No Clear Winner [View article]
    Zuckerberg is getting creepier by the day. Up to now he has been stealing all your private data, and using it to create a profile he could sell to people who want to sell something to you. That was bad enough, but at least the results were just a bunch of time wasting ads and promotions. Now he is allowing that technology, which he already needs to improve his ad profiling business, to be used by anyone for any purpose. For sure criminals and scam artists will find very creative ways to use this power. Zuckerberg has never cared about privacy, and this is another example. Best solution? Delete your facebook account.
    Jan 16, 2013. 12:36 PM | Likes Like |Link to Comment
  • Google And Privacy: Part 1 [View article]
    This is a good start on a very much needed discussion, which also applies to Facebook and others. Looking forward to the series. Profiling may yet prove to be Google's downfall.
    Jan 15, 2013. 09:24 AM | Likes Like |Link to Comment
  • Is It Time To Give In And Buy Index-Based ETFs? [View article]
    A quick look at this on etfreplay shows that one example of 45% VTI 45% BND and 10% VEU cuts the volatility in half compared to the SPY for most time periods, but gives in the range of 70% of the returns.
    Jan 12, 2013. 05:35 PM | Likes Like |Link to Comment
  • Samsung: The Fifth Horseman [View article]
    Cut the profanity and grow up. Your opinions are about a useful as your vocabulary.
    Jan 8, 2013. 08:46 AM | Likes Like |Link to Comment
  • All-Season ETF Portfolio [View article]
    Nice work, I especially like the comparisons to VBINX, which is the classic 60/40 stock/bonds buy and hold strategy. If an investor is still following that kind of strategy, this should be very enlightening. ETFReplay is a great tool, and you are doing some really good work with it.
    Jan 3, 2013. 01:06 PM | Likes Like |Link to Comment
  • 2 Great Dividend Stocks To Replace The Risky mREIT Sector Stocks [View article]
    Hey RS, good article thanks. Monthly vs quarterly payout is an important metric to me too, so you might want to include that in your analysis of BDCs. I have bailed from mReits and picking up Reits and BDCs for my allocation to high yield stocks. Long TCAP and PSEC, and BKCC looks attractive too.
    Dec 31, 2012. 01:05 PM | 1 Like Like |Link to Comment
  • Intelligent REIT Investing: Consistency Always Wins [View article]
    Hi Brad, very interesting year end summary, thanks. I am converting my mReit positions to O and OHI based on your analysis and my own DD. Thanks for helping me find a place to go now that the Fed decided to become a direct competitor to the mReits.
    Dec 29, 2012. 08:49 PM | Likes Like |Link to Comment
  • Android Is Dead, Part 3: The Numbers [View article]
    I like your thinking. Watch what happens in China. A key player in all this is Lenovo, which is about to pass HP as the world's largest PC company (and hence Microsoft's biggest customer), and also about to pass Samsung as the #1 smartphone supplier in China. They are not tied to Android, which has even more problems in Asia than the ones you mention. Lenovo will be more than willing to work with Microsoft to provide low cost Win8 phones in China, and Chinese consumers would much prefer Microsoft. Google has a poor reputation in China, and they do not even participate in the market on the search side due to government restrictions. Google has absolutely no leverage in China, and Lenovo, Samsung, HTC, and Nokia are all actively working on the Win8 alternative for the China market.
    Dec 21, 2012. 12:58 PM | 1 Like Like |Link to Comment
COMMENTS STATS
343 Comments
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