Seeking Alpha


Send Message
View as an RSS Feed
View judgmentDaze's Comments BY TICKER:
Latest  |  Highest rated
  • The International Monetary Fund And China's Pending Economic Collapse [View article]
    @Zhubajie: Better close the Armageddon-Bunker hatch before any sunshine, fresh air, or even worse, those opium-smoking bloodsucking roundeyes get in.
    Jul 24 05:02 PM | 1 Like Like |Link to Comment
  • The International Monetary Fund And China's Pending Economic Collapse [View article]
    @hu: Enjoyed reading your from-the-trenches report. My quick search on property taxes in China suggested the statement, "China does not have property tax", may be an oversimplification. It seems Chinese citizens don't pay a recurring annual property tax (certainly what most Americans think of when they do think, about property taxes that is), but currently Chinese pay real estate transaction fees that amount to a pretty hefty tax bill compared with many other countries. Furthermore, replacing the onerous and massive tilt toward transaction fees with stable receipts from recurring property taxes, was supposedly one of the major reforms to be implemented in the recent Communist Party's third plenum. Of course, Politics will tell in time how well this change goes down at the Local government level.

    Looking forward to your future comments on how it all shakes out at the level where the rubber hits the road.
    Jul 18 05:43 PM | 2 Likes Like |Link to Comment
  • The International Monetary Fund And China's Pending Economic Collapse [View article]
    @Frog: As Frogs are a key bioindicator of an environment's overall health I find your position as an amphibian at odds with the apparent plight of your brethren. I was unaware the IMF was putting the 'fib' in amphibian until now. Thank you.
    Jul 18 05:21 PM | 2 Likes Like |Link to Comment
  • The International Monetary Fund And China's Pending Economic Collapse [View article]
    Wonder what the maintenance budget for software 'systems' cobbled together from borrowed/stolen code will amount to over time ? Maybe espionage makes sense initially to kick-start a complex process for the 'clueless' eager to mimic the successful (many, many variables to consider of course) ? Obvious successes would be the early Russian nuclear bomb development or American theft of British textile secrets in the days of yore. Maybe Nature/Biology has something to say:
    Jul 18 05:09 PM | Likes Like |Link to Comment
  • The International Monetary Fund And China's Pending Economic Collapse [View article]
    Jul 18 04:31 PM | Likes Like |Link to Comment
  • Vanguard VIG Top 10 Hits Bottom On Total Return [View article]
    Agreed. In the 2008 down draft US and Developed-exUS were suddenly closely correlated like nothing seen in living memory except for a few ancient codgers. A lot of textbooks became outdated very quickly. The culprit ? Globalization makes a pretty convincing argument (depending on the talking-head of course). What is more curious is how the entire developed World is now hanging on the US Fed's every word. So I wonder if an alternative/better reason to hold the Broad Developed International Indexes now days might be better rationalized in terms of adjusting for Currency Risk rather than equity market price movement diversification ? Maybe the best place to uncover non-correlation/divers... now is on a country by country basis, but that means more work/tax-headaches/fee... Until the free-lunch that used to come with International diversification returns it looks less attractive to allocate as much in that direction ...
    Mar 27 01:31 AM | 1 Like Like |Link to Comment
  • The Bakken Update: U.S. Oil Production Is The Reason For The Tank Railcar Renaissance [View article]
    "Warren Buffett saw this coming", maybe, maybe not. He grew up delivering newspapers, then owned them. He connected with his inner-child playing with scale trains decades ago, then he ...
    Feb 25 01:57 AM | 2 Likes Like |Link to Comment
  • Cabot Oil & Gas: Marcellus Differentials Should Not Overshadow Strong Operating Results [View article]
    On one hand,
    maybe they can get Barrons to write a hit piece.

    On the other hand,
    probably better odds than Macau.
    Feb 25 01:33 AM | Likes Like |Link to Comment
  • 2013 Review And Plan For 2014 [View article]
    "investors should think carefully before embracing creativity in the projection process", thanks for another entry into my quotations text file.
    Jan 30 06:13 PM | Likes Like |Link to Comment
  • Simple Math For Equity Bulls [View article]
    It is not easy getting green.
    Jan 29 08:12 PM | Likes Like |Link to Comment
  • Snowball Down A Hill: My Dividend Growth Portfolio 2013-2014 Report [View article]
    Get my Premium subscription gratis via an Investment Company for maintaing some minimum balance, the amount required has slipped my mind, but when I checked what it would cost me to otherwise receive it the rate was $195/year. That would be an initially serious, but gradually diminishing, blow to the returns for a 50k portfolio over 5 years don't you think?

    Including the following costs,
    Morningstar Premium 195 * 5 = 975
    FastGraphs Basic 100 * 5 = 500
    Trading Fees = 300.
    Knocks the "51%" return down to 46.87%. Looks closer to the S&P return above.

    As a library card holder in my county I have free access to ValueLine etc. Which for the purposes of a basic Dividend Growth Portfolio should suffice. Combined with Fidelity's (good initial broker choice I suppose) freely available 'research' it would be more than adequate to justify dropping the Morningstar Premium and F.A.S.T. Graphs subscription for a small investor just starting out (of course, I suspect you have more investments so you can easily justify a 'newsletter' or two like Morningstar).

    What Would Warren Buffett Do ? if he only had 50k ? ... cut costs ruthlessly for sure, but would he 'channel' Bogle at the start ? Guess that IS the 50k question.

    But you did say researching new portfolio candidates was fun ...
    Jan 29 07:54 PM | 1 Like Like |Link to Comment
  • Snowball Down A Hill: My Dividend Growth Portfolio 2013-2014 Report [View article]
    In the portfolio shown above it appears to me that INTC is the only stock representing the Semiconductor sector. Perhaps, Diversification overrides failure to increase the dividends if an equally appealing large-cap in Chips doesn't pass the author's research process ?
    Jan 29 07:52 PM | Likes Like |Link to Comment
  • Full Circle Capital Raises Cash To Buy Pot [View article]
    Brownies ?
    Jan 29 06:44 AM | Likes Like |Link to Comment
  • There's No Way I Can 'Butter My Bread' With This Healthcare REIT [View article]
    @Hhmiles: Huh? Many seniors owned their houses well before The Great Recession and have been happily/frugally living in them expense free other than maintenance. Grandpa slept through most of the recession while the dividends rolled in. Showed him how to use the new fangled Internet the other day to check his stocks and bonds he went back to sleep grinning after a bit of reallocating which should hold him for another decade or so.
    Jan 21 07:49 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners' Unexpected Move Into Tankers Is Savvy Investment [View article]
    @Sumfllow: Is there really a more efficient way to transport oil and gas across oceans than ships ?
    Jan 2 08:48 PM | Likes Like |Link to Comment