Guraaf's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/102874/comments http://seekingalpha.com/article/1380471/comments?source=feed#comment-18933881 18933881 Fri, 17 May 2013 06:33:05 -0400 http://seekingalpha.com/article/1380471/comments?source=feed#comment-18903281 18903281 Thu, 16 May 2013 12:44:36 -0400 http://seekingalpha.com/article/1380471/comments?source=feed#comment-18850961 18850961 Wed, 15 May 2013 11:16:37 -0400 http://seekingalpha.com/article/1430701/comments?source=feed#comment-18839251 18839251
I am not looking at points related to the company or stock (e.g., no union, faster concept to production, streamline supply chain etc.). I am looking to understand their technological innovations.

Thanks in advance.]]> Wed, 15 May 2013 06:56:44 -0400
I am not looking at points related to the company or stock (e.g., no union, faster concept to production, streamline supply chain etc.). I am looking to understand their technological innovations.

Thanks in advance.]]> http://seekingalpha.com/article/1408361/comments?source=feed#comment-18577151 18577151
The only stock I bought for dividends was Apple when it was $430. If the market goes up another 3-5% then I will sell 15-25% of my holdings and wait for a substantial dip before reinvesting.]]> Wed, 08 May 2013 10:40:16 -0400
The only stock I bought for dividends was Apple when it was $430. If the market goes up another 3-5% then I will sell 15-25% of my holdings and wait for a substantial dip before reinvesting.]]> http://seekingalpha.com/article/1364631/comments?source=feed#comment-18019721 18019721
Are you concerned about the high dividend payout ratio? Any visibility into EPS growth beyond 2013? How about 2014 and 2015?]]> Wed, 24 Apr 2013 05:44:03 -0400
Are you concerned about the high dividend payout ratio? Any visibility into EPS growth beyond 2013? How about 2014 and 2015?]]> http://seekingalpha.com/article/1348551/comments?source=feed#comment-17840731 17840731
Thanks!]]> Fri, 19 Apr 2013 13:37:29 -0400
Thanks!]]> http://seekingalpha.com/article/777801/comments?source=feed#comment-17766681 17766681 Wed, 17 Apr 2013 21:29:44 -0400 http://seekingalpha.com/article/1192181/comments?source=feed#comment-17456391 17456391 Wed, 10 Apr 2013 13:43:36 -0400 http://seekingalpha.com/article/1303471/comments?source=feed#comment-16967671 16967671 Thu, 28 Mar 2013 23:43:34 -0400 http://seekingalpha.com/article/1303471/comments?source=feed#comment-16942051 16942051 Thu, 28 Mar 2013 13:12:33 -0400 http://seekingalpha.com/article/318498/comments?source=feed#comment-16828771 16828771
Then the credit cannot be more than one's taxes due. So for example, if all you did was invest in foreign dividend stocks and paid between 10% to 35% to the foreign government, then at tax filing time, you may find that you don't owe taxes because you didn't have a regular income and/or capital gains or own business. Now the foreign tax credit that you want to claim wouldn't translate into a refund. You can take it off dollar-for-dollar against your other taxes. I have a regular job so don't have this issue. My regular taxes are at least 100 times the foreign taxes deducted.

I continue to have 10 limit order for various foreign stocks. They are so infrequently traded that perhaps one day somebody would need access to their money and sell at my dirt-cheap limit buy price :-) Or there might be a fat-finger syndrome and someone will sell at $60 stock for $40, as an example!!]]> Tue, 26 Mar 2013 11:57:14 -0400
Then the credit cannot be more than one's taxes due. So for example, if all you did was invest in foreign dividend stocks and paid between 10% to 35% to the foreign government, then at tax filing time, you may find that you don't owe taxes because you didn't have a regular income and/or capital gains or own business. Now the foreign tax credit that you want to claim wouldn't translate into a refund. You can take it off dollar-for-dollar against your other taxes. I have a regular job so don't have this issue. My regular taxes are at least 100 times the foreign taxes deducted.

I continue to have 10 limit order for various foreign stocks. They are so infrequently traded that perhaps one day somebody would need access to their money and sell at my dirt-cheap limit buy price :-) Or there might be a fat-finger syndrome and someone will sell at $60 stock for $40, as an example!!]]> http://seekingalpha.com/article/318498/comments?source=feed#comment-16822811 16822811
Nestle (still waiting for a good entry point)
ABB (bought some and will buy more if it falls)
STMicro (I believe that their dividend is safe and EPS will improve)
Novartis (I sold mine at recent highs and will re-enter if it falls)
ACE (I may buy for total returns in future)]]> Tue, 26 Mar 2013 10:17:44 -0400
Nestle (still waiting for a good entry point)
ABB (bought some and will buy more if it falls)
STMicro (I believe that their dividend is safe and EPS will improve)
Novartis (I sold mine at recent highs and will re-enter if it falls)
ACE (I may buy for total returns in future)]]> http://seekingalpha.com/article/318498/comments?source=feed#comment-16787541 16787541 Mon, 25 Mar 2013 15:56:14 -0400 http://seekingalpha.com/article/1297281/comments?source=feed#comment-16775911 16775911
One needs to look at earnings potential very carefully before investing. Dividends and dividend growth comes entirely from earnings per share. It would be great to hear why these company offer good earnings per share growth compared to others in the segment, e.g., like Statoil or Total or Eni.]]> Mon, 25 Mar 2013 12:54:44 -0400
One needs to look at earnings potential very carefully before investing. Dividends and dividend growth comes entirely from earnings per share. It would be great to hear why these company offer good earnings per share growth compared to others in the segment, e.g., like Statoil or Total or Eni.]]> http://seekingalpha.com/article/1298211/comments?source=feed#comment-16767281 16767281
Separately - what about North Atlantic Drilling? Would the pending IPO impact Seadrill finances? Will SDRL get new money when NADL shares are listed on NYSE? Do you have any opinion about NADL? Thanks a lot!]]> Mon, 25 Mar 2013 10:19:57 -0400
Separately - what about North Atlantic Drilling? Would the pending IPO impact Seadrill finances? Will SDRL get new money when NADL shares are listed on NYSE? Do you have any opinion about NADL? Thanks a lot!]]> http://seekingalpha.com/article/1096861/comments?source=feed#comment-16695131 16695131 Sat, 23 Mar 2013 09:15:06 -0400 http://seekingalpha.com/article/1281891/comments?source=feed#comment-16438151 16438151 Mon, 18 Mar 2013 10:59:32 -0400 http://seekingalpha.com/article/1281951/comments?source=feed#comment-16437971 16437971
It does have a significant amount of revenue and profits from a single customer which has held the stock back. The mgmt is trying to resolve this issue but haven't really been able to do so in the immediate past. I am happy to hold and will buy more if it falls to $17-18 ever (for a 4% yield). Not around $21-23 though.]]> Mon, 18 Mar 2013 10:56:41 -0400
It does have a significant amount of revenue and profits from a single customer which has held the stock back. The mgmt is trying to resolve this issue but haven't really been able to do so in the immediate past. I am happy to hold and will buy more if it falls to $17-18 ever (for a 4% yield). Not around $21-23 though.]]> http://seekingalpha.com/article/1269781/comments?source=feed#comment-16306621 16306621 Thu, 14 Mar 2013 21:56:11 -0400 http://seekingalpha.com/article/1269781/comments?source=feed#comment-16283491 16283491 Thu, 14 Mar 2013 13:07:44 -0400 http://seekingalpha.com/article/784921/comments?source=feed#comment-16154311 16154311 Mon, 11 Mar 2013 19:25:27 -0400 http://seekingalpha.com/article/1215841/comments?source=feed#comment-16049851 16049851
http://bit.ly/Z6w1o4 ]]> Fri, 08 Mar 2013 16:00:36 -0500
http://bit.ly/Z6w1o4 ]]> http://seekingalpha.com/article/784921/comments?source=feed#comment-16004541 16004541 Thu, 07 Mar 2013 17:40:16 -0500 http://seekingalpha.com/article/784921/comments?source=feed#comment-15904141 15904141 Wed, 06 Mar 2013 06:20:28 -0500 http://seekingalpha.com/article/1192181/comments?source=feed#comment-15771481 15771481
Did you buy anything or are you looking to buy something?]]> Sun, 03 Mar 2013 14:59:38 -0500
Did you buy anything or are you looking to buy something?]]> http://seekingalpha.com/article/1238941/comments?source=feed#comment-15686881 15686881
How about Broadcom? Do they have any integrated application processor with the baseband modem? And Intel? Are they working to integrate their Atom with modem functionality?

In the lower end, does Mediatek offer any application processor and/or baseband that is interesting? ST-Ericsson's NovaThor?

Any views on Qualcomm's display business? Mirasol and/or Pixtronix?]]> Fri, 01 Mar 2013 10:35:33 -0500
How about Broadcom? Do they have any integrated application processor with the baseband modem? And Intel? Are they working to integrate their Atom with modem functionality?

In the lower end, does Mediatek offer any application processor and/or baseband that is interesting? ST-Ericsson's NovaThor?

Any views on Qualcomm's display business? Mirasol and/or Pixtronix?]]> http://seekingalpha.com/article/1215841/comments?source=feed#comment-15426991 15426991
Just leave Intel aside and out of the 20-odd semiconductor companies like Broadcom, Qualcomm, Nvidia, Texas Instruments, STMicro, Mediatek, MStar, Realtek, Zoran/CSR, Conexant, Marvell, LSI, Analog Devices, Cypress, Ceva, Ambarella, Zenverge, Vixs, Sigma Designs, Silicon Image, etc. which ones are shipping 32nm and 22nm right now and in what volumes? Any ideas or further information?]]> Sat, 23 Feb 2013 21:39:02 -0500
Just leave Intel aside and out of the 20-odd semiconductor companies like Broadcom, Qualcomm, Nvidia, Texas Instruments, STMicro, Mediatek, MStar, Realtek, Zoran/CSR, Conexant, Marvell, LSI, Analog Devices, Cypress, Ceva, Ambarella, Zenverge, Vixs, Sigma Designs, Silicon Image, etc. which ones are shipping 32nm and 22nm right now and in what volumes? Any ideas or further information?]]> http://seekingalpha.com/article/1211211/comments?source=feed#comment-15414591 15414591 SNHY)? Any thought about them and where are they headed?]]> Sat, 23 Feb 2013 11:38:44 -0500 SNHY)? Any thought about them and where are they headed?]]> http://seekingalpha.com/article/1216431/comments?source=feed#comment-15414331 15414331
How about Vodafone? There is speculation that Vodafone might sell their 45% stake in Verizon Wireless and that would really help pare down the debt and perhaps help pay a giant dividend as well? Any thoughts.]]> Sat, 23 Feb 2013 11:30:53 -0500
How about Vodafone? There is speculation that Vodafone might sell their 45% stake in Verizon Wireless and that would really help pare down the debt and perhaps help pay a giant dividend as well? Any thoughts.]]>