Seeking Alpha


Send Message
View as an RSS Feed
View PFD's Comments BY TICKER:
Latest  |  Highest rated
  • Retail giants counterpunch ahead of Amazon's Prime Day [View news story]
    If you are concerned that there may be a lower on line price available, use the following site to get a realistic check.;jsessionid=abctYywavt...
    That said, I shop a lot on Amazon because of the strength of their customer service, breadth of product offerings, and speed of delivery. One customer service issue popped up a few months back and the Amazon response blew me away. I had ordered an item that was available through Amazon but fulfilled through a different merchant. It was supposed to be with free shipping included, but it came postage due ($8.40). I immediately notified the seller through his Amazon linked email that I expected a refund of the shipping charges. The seller emailed me back that he was willing to credit me for half of the shipping charge. Before I could even write a reply to tell him that this was unacceptable, there was an email to the vendor and myself directly from Amazon customer service notifying the seller that he would credit the entire shipping charge. I never knew that Amazon policed their vendors that closely, and I expected to spend time on the phone or in email shouting matches. What is customer service like that worth. Throw in Sunday deliveries free on Prime and other enhancements available only through Amazon, and then tell me that a few cents are going to drive your purchasing decision. Even when I buy something in a bricks and mortar store, I use the Amazon app on my phone to check users experience and reviews before I buy.
    Thanks Amazon
    Jul 13, 2015. 10:30 AM | 4 Likes Like |Link to Comment
  • Microsoft: The $70 Lumia 430 Should Alarm Samsung And Google [View article]
    I have used a windows phone (Lumia 820) for over two years and love the OS and build quality. I heard all the negatives about lack of apps, but I was not deterred because it had everything I needed and more with Nokia Music and Here off line GPS. That said, there is trouble with apps now that may make me rethink my next phone purchase. Both Bank of America and Chase Manhattan have withdrawn their banking apps and ceased functionality on previously downloaded apps. Lack of apps for major banking partners could be the canary in the coal mine for other banks. Without money management, no matter how good the Lumia phones are, the headwinds would be tremendous.
    Mar 21, 2015. 12:59 PM | 8 Likes Like |Link to Comment
  • Is Exact Sciences Poised For A Monopoly On Colon Cancer Screening? [View article]
    The earnings call was originally scheduled for February 18th according to Google Finance. It was listed as tentative, and I added it to my Google Calendar. No idea why the tentative date was not met.
    Feb 18, 2015. 09:42 AM | 1 Like Like |Link to Comment
  • 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