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RWMostow

RWMostow
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  • Dominion Resource Remains Stock Of Choice For Dividend Seekers [View article]
    If the divi is not north of 5%, I am not interested.

    -rwm
    May 28, 2015. 01:24 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: China's Stock Market Takes Plunge [View article]
    Trouble is that Takata has/had almost a lock as supplier to Japanese and EU auto makers.

    So what brand can you safely purchase? Not even VW.

    Hint: Porsche!

    I received a blast email from the Porsche factory recently that stated in effect:

    "Although Porsche does not use Takata air bags, you also might own automobiles made by other manufacturers. The link below will give you a complete list of manufacturers using Takata products."

    So my score is 50-50: Porsche no and Honda yes.

    Are any of the readers out there totally free of Takata? Just curious.

    -rwm
    May 28, 2015. 09:28 AM | 1 Like Like |Link to Comment
  • TAXI tumbles as CNBC reports on sliding medallion prices [View news story]
    Per above news release:

    If 90% of Medallion's earnings come from outside the taxi business, then why the nosedive? $800,000.00 is still a mighty rich price for a brass disk, IMO.

    Will the market ever make sense? Who is talking their book and spreading FUD?

    Long: TAXI

    -rwm
    May 26, 2015. 11:19 AM | 2 Likes Like |Link to Comment
  • Commodities Today: Oil Pipeline Ruptures And Dollar Strength Hits Gold, Oil [View article]
    All-

    It appears to me to be illogical to bury a pipeline directly under US-101 so the constant pounding of the tandems and 18 wheelers on very unstable coastal soil will over time cause shifting of the pipeline - ultimately followed by cracking and breaking. Plus, if you ever need to make repairs, then 101 needs to be closed, while both it and the pipeline are dug up.

    Who thought this one up?

    -rwm
    May 21, 2015. 09:53 AM | Likes Like |Link to Comment
  • Does Textainer Group Holdings Have A Moat? [View article]
    Gregg-

    Well thought out article, and thank you for taking the time to publish it.

    A thought from this investor that is long with a small position in TGH.

    You made no mention of the very large shippers that have opted to purchase their own containers, rather than lease.

    How do you see this impacting TGH?

    -rwm
    May 16, 2015. 12:05 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: All Eyes On Jobs [View article]
    Frac-

    The exception being "collectibles."

    -rwm
    May 8, 2015. 10:24 PM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Chowder [View article]
    NW-

    Thanks for a great interview (and you too, Chowder).

    So you have a real "newfie?" One of my favorite breeds. Unfortunately, getting any dog is out of the question for the time being.

    A casual lady friend has a mixed breed "Something." The therapy of her dog sitting next to me on her sofa for an hour at a clip is immeasurable.

    -rwm
    May 8, 2015. 12:56 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: All Eyes On Jobs [View article]
    On the positive side, RS could be on a well earned vacation.

    If you wish to drop down the dark side of the Rabbit hole, then please recall that RS is battling cancer. I don't recall the details. Let us hope and pray that the 2nd choice is not the actual case.

    -rwm
    May 8, 2015. 11:20 AM | 4 Likes Like |Link to Comment
  • Shell now viewed as unavailable as BP white knight, prompting warning [View news story]
    All -

    When you (UK govt) assume, you make an fool of you and me. How in the world could the UK govt have a clue what's on the minds of RDS, XOM, COP, yada yada.

    The UK govt has been sticking its nose where it does not belong for centuries.

    Most frustrating, IMHO.

    -rwm
    Apr 27, 2015. 06:55 PM | 2 Likes Like |Link to Comment
  • Gas prices a factor in electric vehicle trade-ins [View news story]
    My personal opinion is that I do not like the short driving range of a pure EV, nor long recharge time.

    As for hybrids, I do not like the constant (yes constant) switching from gasoline drive to electric drive.

    I can get high (for me) gas mileage from a number of pure gasoline cars today. I suspect that I comment in behalf of a good number of the automotive purchasing public out there.

    -rwm
    Apr 22, 2015. 03:16 PM | 3 Likes Like |Link to Comment
  • 2 Reasons AT&T Is The Better Dividend Investment Than Verizon [View article]
    All-

    I do not recall anyone observing that VZ bought the 45% of wireless from VOD that they did not already own. Long term, very wise move, IMHO.

    -rwm
    Apr 21, 2015. 09:36 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: A Futile Lawsuit [View article]
    DivSleuth-

    Take it away. The lawyers and accountants must be paid, along with court costs. Like was stated previously, only the lawyers will come out on top.

    -rwm
    Apr 21, 2015. 09:11 PM | 5 Likes Like |Link to Comment
  • Adjusting For Lower-Than-Expected Returns In Retirement [View article]
    Robert-

    Excellent article as far as it goes. However, unless I read both the article and the comments too fast, no mention of a retiree's health; which may be excellent at the moment of retirement, but then one year later (or 5 years later) something negative happens. Up goes the expenses (copays, for example). Down goes the working part time (again for example).

    What to do? Eating right and exercising right will not protect a person from all health perils. I do not have an answer, other than if you can live somewhat below your means, some day you may be very glad that you did.

    OK, flame me.

    -rwm
    Apr 13, 2015. 10:53 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Weak China Trade Data Adds To Growth Concerns [View article]
    JC-

    Didn't Studebaker build the Conestoga wagon?

    -rwm
    Apr 13, 2015. 10:23 AM | Likes Like |Link to Comment
  • Royal Dutch Shell: Lower Price, More Appeal [View article]
    Ulti-

    How to reply while remaining polite? Tough question. My family arrived in USA in 1840 and we very much like it here. You do not have to like it here.

    Ok? OK!

    -rwm
    Apr 12, 2015. 02:51 PM | Likes Like |Link to Comment
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