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  • Google, Cablevision shake up cellular [View news story]
    Republic Wireless offers a $10 per month unlimited talk text hybrid Sprint WiFi plan that works well and delivers value. They use Motorola phones that range in price from $99 to $500. The hand off from Sprint to WiFi is seamless in both directions. Face it. The days of charging for individual long distance calls from a home phone are gone. The blue charge phones by the roadside are gone. Working pay phones are gone. Can traditional wireless be exempt from technological advances? Doubtful
    Jan 26, 2015. 05:54 AM | 8 Likes Like |Link to Comment
  • SEC Action Forces RAIT Financial Book Value To Plummet [View article]
    Dissection of the SEC filings is difficult, and respected analysts can come up with divergent opinions after studying the same materials. I bring this up solely because of the recent Zacks upgrade. Who to trust and believe is always the fly in the ointment of investing.

    Zacks Investment Research, Inc. upgrades RAIT FINANCIAL TRUST NEW from HOLD to BUY.
    BY Investars Analyst Actions - private
    — 12:05 PM ET 01/02/2015

    On January 2, 2015 Zacks Investment Research, Inc. upgraded RAIT FINANCIAL TRUST NEW from HOLD to BUY.
    Jan 6, 2015. 10:03 AM | 2 Likes Like |Link to Comment
  • Weak Coal Market To Probably Take Toll On Arch's Performance In Near Term [View article]
    The EPA decision eliminates the concern that utilization of coal ash in building materials could come back to haunt the construction industry years into the future. Now that fly ash can be used without worry as a building material, most of the ash will be successfully recycled into useful products and storage capacities can be substantially reduced. The storage containment rules have been strengthened not weakened, but now with a useful path for utilization of fly ash, storage is less of a concern.
    Dec 23, 2014. 08:37 AM | 1 Like Like |Link to Comment
  • Weak Coal Market To Probably Take Toll On Arch's Performance In Near Term [View article]
    Add to the good news the new EPS regulations on fly ash. The EPA decided not to label fly ash a hazardous waste and has implemented very industry friendly rules regarding the handling os said waste.
    Dec 20, 2014. 08:25 AM | 1 Like Like |Link to Comment
  • Weak Coal Market To Probably Take Toll On Arch's Performance In Near Term [View article]
    Just yesterday NY banned fracking. Could his be the "canary in the coal mine" for a rebound in the use of coal? Coal has known environmental issues that have been and are being addressed. Clean natural gas is more of a slogan than a reality. No one is really sure what the long term liabilities of fracking really entail. The threats of ground water pollution and seismic activity are real concerns that need to be addressed. I have made money on coal stocks in the past, and I believe a rebound will be sharp and unexpected as a result of a major fracking issue.
    Dec 19, 2014. 06:52 AM | 4 Likes Like |Link to Comment
  • In 2015, You Might Be Able To Buy Stock In Apple And Samsung's Biggest Threat [View article]
    The stock talk page lists the title of the article as follows.

    Michael Blair : In 2015, You Might Be Able To Buy Stock In Apple, Samsung's Biggest Threat

    Was this a Freudian slip on MB's part or did the editors assume something
    Dec 10, 2014. 01:25 PM | 4 Likes Like |Link to Comment
  • Is Cliffs Natural Resources A Good Buy? [View article]
    "As a result of all this, a major stakeholder, Casablanca, has raised concerns about the company's strategy and management"

    Are you aware that Casablanca won a proxy battle and now controls the company? If not, why would you consider your thoughts to be germane to the current situation.
    Sep 23, 2014. 08:16 AM | 1 Like Like |Link to Comment
  • 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, 2014. 08:34 AM | 1 Like Like |Link to Comment
  • Equity CEFs: Don't Judge A CEF By Its Yield [View article]
    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, 2014. 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.
    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, 2014. 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, 2014. 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.
    Mar 11, 2014. 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, 2014. 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, 2013. 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, 2013. 11:29 AM | 8 Likes Like |Link to Comment