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  • BlackBerry Recovery Not Assured But Definitely Possible [View article]
    I found the application grid to be very helpful in understanding the supposed shortcomings of the non IOS systems. Since I am a Lumia Windows user, my eyes were naturally drawn to the Windows OS. There is one correction needed in your chart. According to the Kik messenger website, they do have the application for windows. I went to the windows store and it was available for download. I don't agree with you in your early shorting of Apple, but I believe that early next year in February or March, there may be a definite chance to make some money with a short position. Those who think Apple will never fail have failed to think.
    Sep 4 08:34 AM | 1 Like Like |Link to Comment
  • Equity CEFs: Don't Judge A CEF By Its Yield [View article]
    Doug,
    Fabulous article, as expected when I see your name. One small nit pick on my part. When I look at total return, I always look at the tax considerations. That is why I really appreciate the income stream from a number of the Eaton Vance Options vehicles. I realize that some people hold CEF's in IRA or other tax free vehicles, but from my experience in talking with other investors, more than a fair number of CEF owners are looking at a taxable income stream. Total return in a taxable account has to be factored for tax considerations. You helped me to understand the advantage of funds that provide that tax advantage, and the advice was truly enriching. Thank you for your willingness to provide an intelligent unbiased analysis of the CEF universe.
    Sep 3 09:08 AM | 3 Likes Like |Link to Comment
  • I Am Bullish On King Coal [View article]
    The best overview of the state of the coal Industry is at the following link.
    http://bit.ly/1neZ0Vm
    The environmental arguments against coal are sound, however, every other source of energy has either similar environmental concerns, or economic issues that preclude widespread adoption. I am long ACI, ANR and WLT and have managed to stay even (almost) through the use of covered calls. Like many on SA, I believe the political climate will change in November, and coal will likely be the recipient of a favorable tailwind. The current pessimism is overdone, IMHO.
    Jul 9 03:25 PM | 1 Like Like |Link to Comment
  • Ohio geologists link earthquakes to fracking, state unveils tougher rules [View news story]
    The reality is that all energy forms have negative environmental consequences and some regulation is required in order to keep unscrupulous operators from creating harm to the environment. Fracking will be subjected to increased regulation and studies, which will ultimately raise some pricing. As an investor, I look at the coming storm as a potential boost to the beaten down coal stocks. Coal suffered greatly with the advent of more productive, slightly regulated fracking. BTW, there are more than sufficient political sites to vent on the merits of public policy. IMHO this is an investment site and political issues should be brought up only to study the investment ramifications. Pontification is best saved for the rants of the talking heads on both sides of the aisle.
    Apr 12 09:19 AM | 8 Likes Like |Link to Comment
  • Accretive Capital Partners Advocates Immediate CEO Change And Dutch Auction Tender Offer To Increase Shareholder Value At MGC Capital Corporation [View article]
    I am not arguing with your thesis or conclusions, but I do have a quick question. Where on the Yahoo site do I find your organization.

    http://yhoo.it/1i3BEOq
    Mar 11 02:19 PM | Likes Like |Link to Comment
  • Intelligent REIT Shoppers Should Wait Until Kimco Goes On Sale [View article]
    I believe you ,meant to say "It is now devoted", not the following sentence. Otherwise a very worthwhile article.

    "It is not devoted to returning to a 100% retail real estate REIT, with the intention of reaching that goal by 2014. "
    Mar 11 07:16 AM | Likes Like |Link to Comment
  • Carl Icahn Spells The End Of An Era At Apple [View article]
    AAPL went ex dividend on August 8th. Pay date is the 15th. If you held shares on the 8th you get the dividend, regardless of what happens after that date.
    Aug 14 08:28 AM | Likes Like |Link to Comment
  • Wal-Mart (WMT +0.9%) says it will give up plans to expand into Washington, D.C. after the city council passed a bill to hike the minimum wage to $12.50 per hour. The controversial measure contains a provision exempting companies with unions from paying the higher minimum wage. [View news story]
    The real issue here is that the new law was specifically aimed at Wal-Mart. The only retail outlets that had to pay the new living wage were those on the wrong side of the political spectrum. Specifically, the bill would require retailers with more than $1 billion in sales and stores larger than 75,000 square feet to pay the super-minimum-wage, higher than the city's current $8.25 per hour. It would grandfather in retailers currently operating in the District and include an exception for workplaces with unions, safeguards that noticeably do not apply to Wal-Mart. This was not a fair wage law. This is a law to penalize Wal-Mart for not having a unionized workforce. Forget the argument about what people should be paid here. If the living wage is $12.50, then every retailer should pay the same wage. Oh what's that? They would all close and move out of the district? Oh, you only want to reward people who are your constituents and punish those who aren't? Now it makes perfect sense.
    Jul 11 11:29 AM | 8 Likes Like |Link to Comment
  • "Nokia (NOK) has mostly nailed the design with the Lumia 925, but Windows Phone (MSFT) is holding it back," writes The Verge's Tom Warren while rating the phone 8.1/10. Warren likes the 925's aluminum build, performance, and low-light camera shots, but Windows Phone's app issues (not just in terms of availability, but also quality relative to similar iOS/Android apps) and missing features (reliable notifications, 1080p display support, etc.) remain a problem. Engadget's Mat Smith offers a similar take. Nokia exec Vesa Jutila admitted last month missing apps remains the "biggest complaint" of Lumia users; Microsoft is trying to address the problem by paying some developers $100K+ to build WP8 apps. [View news story]
    The Fidelity app is available. It is no better or worse than the ios app. Same with Bank of America app. I personally prefer the web versions and I access them both on my 822.
    Jun 17 07:16 AM | 1 Like Like |Link to Comment
  • I'll Buy Nokia If The Company Dumps Windows And Elop [View article]
    First, I am long Nokia as well as long Apple. That may be a sign of schizophrenia to some people on SA, however there is a very valid reason why both companies are in my portfolio. The simple reason is that you can't build a house without a solid foundation. Both the IOS and MS operating systems are solid, and tightly controlled. I have experience with IOS on my IPad, and with WP8 on my Lumia 820. I have previously had experience with the older blackberry OS and with several versions of Android. The continuing manufacturer specific changes to the Android OS, and more importantly the customer interactions with the individual android OS is less than optimal. Android as a "free" OS is getting too fragmented and bloated to continue with the current market share. Sometimes you get what you pay for, and Android is a perfect example. I also believe that there is room for BB 10, although I have no experience with that OS. The smart phone market is expanding exponentially, and the reality is that (in the US) people own their phones for two years and move on to their next phone. Both IOS and WP8 offer a continuity of operator interface, and an ecosystem of ancillary applications that are seamless across their product lines. When I decided on WP8 for my most recent acquisition, I was impressed with the fact that once I had learned one manufacturers WP8 interface, I knew them all. I selected the 820 from Verizon, because of Nokia's sterling hardware reputation. The WP8 experience has been extremely good for both me and my wife. We both look back on our previous phones, Razr, Kyroceia, LG, BB Bold, etc., and realize what a quantum leap it was when we moved to WP8. Now if Elop could only market like Apple, I wouldn't have to wait 12 months to double my money.
    May 9 03:22 PM | 5 Likes Like |Link to Comment
  • Schadenfreude Suits Me Just Fine [View article]
    George,
    Love your guidance, and hope you won't think it presumptuous of me to add an earnings/dividend pick to your suggestions. I do it to get your feedback on my thought process. MET currently trades at $38.53. Earnings are released 5/1 and there is a dividend of $0.275 on 5/9. I am planning on selling the $38 puts at $0.50 on Monday before earnings. If they don't get assigned I have a >1% return for 5 days "work", and if they do get assigned, I get a dividend, plus the chance to sell weekly options on a solid company with great prospects. I would value your opinion on this trade. Thanks in advance.
    Apr 27 12:09 PM | Likes Like |Link to Comment
  • For Nokia, Microsoft Is Dead Weight [View article]
    I am long Nokia, and have been long Apple prior to assignment of my covered calls. Basically I am agnostic when it comes to phone systems. In fact if marriage was a two year contract like phone contracts, there is no telling how many women would now be my ex. Phone buyers are notoriously fickle. I have had Treos, Razr, BB, even a Kyrocia. I recently replaced my BB with a Verizon 822. I have to say that from a performance and ease of use basis, this is the best phone I have ever had.I absolutely love the hardware and software. My wife has an LG Android, which she has absolutely hated. She is getting an 822 next Friday. So phones, like the stocks of companies who rely on phone sales, are more and more becoming a fashion statement. Two years from now, I plan on getting the best phone I can get at the best price. Last week that was a Lumia 822. Two years from now it may be an Intel based system. I doubt I will be long either Apple or Nokia for the next two years. Those folks who are married to a phone stock or outlook on a phone stock should wake up and realize that phones are fashion, and fashion changes quickly.
    Feb 10 11:12 AM | 10 Likes Like |Link to Comment
  • Gloom Of Night [View article]
    Just thought I would point out that BP goes ex dividend 02/13, and the dividend is quite attractive. Time to buy and sell some in the money calls IMHO. Follow your articles faithfully, and you have contributed greatly to my education in covered calls.
    Feb 9 02:16 PM | Likes Like |Link to Comment
  • Thanks to supply constraints, Nokia (NOK -1.9%) only shipped 30K Lumia 920T units to China Mobile through Jan. 30, even though the world's biggest mobile carrier ordered 90K. Bloomberg reports most China Mobile outlets aren't carrying Nokia's flagship Windows Phone ahead of the Chinese New Year holidays due to the constraints - Stephen Elop has already stated Q4 920 sales were hurt by limited supplies (reportedly due to chip shortages). Nokia's Chinese sales fell 79% Y/Y in Q4. [View news story]
    Nokia is moving their manufacturing to Vietnam. Unfortunately it takes a period of time in order to activate a facility like this. here is the Nokia press release
    http://bit.ly/KpJ6Wg
    Feb 7 12:41 PM | 2 Likes Like |Link to Comment
  • Rolling With The Punches [View article]
    George
    Love your articles. A bit surprised that AAPL wasn't among your weekly dividend plays. iMHO Apple is near a low and offers some real weekly premiums and a nice dividend on Thursday.
    Feb 3 08:29 AM | Likes Like |Link to Comment
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