R. Richard Schweitzer

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152 Comments

    • Sun Feb 17th 17:41 PM | Rating: 0 0
      Commented on:
      Microsoft's a Buy, Especially Without Yahoo - Barron's Interview
      Many people fail to recognize that, absent its primarysoftware ans services biz, MSFT is also an "Investment Company;" especially within the fields its management knows. Remember, Gates" helped out Jobs a few years back with a cash infusion into AAPL? The MSFT portfolio might make a lot of Tech Funds nalysts salivate.
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    • Sun Feb 17th 16:29 PM | Rating: 0 0
      Commented on:
      Timber REIT Potlatch Corp. Can Help Grow Your Portfolio
      Grammmar
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    • Sun Feb 17th 16:29 PM | Rating: 0 0
      Commented on:
      Timber REIT Potlatch Corp. Can Help Grow Your Portfolio
      Lousy grammer and spelling on my part. Hope I can read better!
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    • Sun Feb 17th 16:28 PM | Rating: 0 0
      Commented on:
      Timber REIT Potlatch Corp. Can Help Grow Your Portfolio
      There is always the issue of just where the hbu r/e is located and nature of potential use. My review of this area (hbu) is to determine whether there is any prospective arable tracts for grains or displaced pasture (N.Z.). PCH may have the potential for land leasing (share croping?) with some major operator.
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    • Sat Feb 16th 11:51 AM | Rating: 0 0
      Commented on:
      Which of the 6 Agriculture ETFs is Best?
      Another thing to consider in many of these indices and their constructions are the issues of distribution and costs of distribution of the good (product); as opposed to less complex estimates of the mere growth and changes in demand for a "pure" ag item.
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    • Fri Feb 15th 08:45 AM | Rating: 0 0
      Commented on:
      Which of the 6 Agriculture ETFs is Best?
      Note you called RJA "this ETF" at the close of that paragraph. it is an ETN issued by Swedish Export Bank.

      It would be interesting to know how that bank covers its reserve liability for those Notes, such as owning a certain % of actual contracts (or maybe not) I would think a "prudent" bank would alawys hold some part of its reserves in the actual contracts.

      How can we find out?

      The reason not to include MOO is that it is a "businesses" (MON., POT, etc.) index base not "stuff."

      There are indexs that contain cotton. %s are smaller, but you are right and the production will be moving to the LDCs

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    • Tue Feb 12th 15:21 PM | Rating: 0 0
      Commented on:
      Buffett's Offer: Great for Him, Terrible for Bond Insurers
      Note that W.B. does not say that the R/I premium is based on the risk or on it's "term return" (as say in Cat Covers) it is based on the benefit to the capital account (statutory surplus) of the reinsured. This is not R/I, it is 'banking.'

      The NYSID can put together a R/I "pool" that the legislature would approve in a heartbeat, that would run for a term (about 15 years), banks, funds and public authorities could fund it quickly with a reasonable rate of return (not 14% tho').

      W.B. has shown the way! Lead, follow or get out of the way!
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    • Wed Feb 6th 11:22 AM | Rating: 0 0
      Commented on:
      The Power of Capital One's Stock Buyback
      There is also the factor of considering what those "assets" will earn over the coming period, plus, you omit any views of the net cash flows - or - the impact (+ or-) of the buy backs on cash flows.
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    • Wed Feb 6th 10:11 AM | Rating: 0 0
      Commented on:
      Housing Market Tracker - Sell Your Yacht to Buy Subprime
      TMA is not in the sub prime business and never has been.
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    • Wed Feb 6th 10:05 AM | Rating: 0 0
      Commented on:
      Chinese Economic Policy Needs To Be Rethought
      The basic change that must develop is a continuous move away from "central planning" in China. In any economic perimeter, responses to changes in conditions or to unexpected challenges will vary in accordance with the information available, and perceptions of the information. It has been well demonstrated that the information available, the perceptions of it and nature of forming responses are limited (critically) in a Central Planning or "diregiste" system.

      Information availability (and relaibility due to political objectives), and its adequate distribution are in their infancy, though forming rapidly in China. An interim step of more autonomous Regional and Local centralization might possibly move things forward.
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    • Mon Feb 4th 15:58 PM | Rating: 0 0
      Commented on:
      Infrastructure: The Next Bubble?
      It has always struck me that the underlying "index" is a very arbitrary composite. Not that it is not useful, but may not be actually "indicative,"... principally of futures or current activities as it is assumed to be.

      So far as I have learned (and that may be deficient) there is no factor for appropriation and spending levels, or for "tenders for bids," or contracting generally ,such as I recall once wac reported to somedegree in the old Journal of commerce.
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    • Mon Feb 4th 11:53 AM | Rating: 0 0
      Commented on:
      At $30, Microsoft's a Steal - Barron's
      What this seems to herald is the decision to organize 3 "core" businesses; possibly with the prospect of some inter-links, which are really not vital to any one of the 3.

      There does not seem to be the same focus by Google's management.

      Not a criticism, but to the extent they are competitors (which is not total) the uses of cash-flows and accumulated cash at their levels merits consideration.
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    • Fri Feb 1st 16:46 PM | Rating: 0 0
      Commented on:
      China A-Share/H-Share Premium Reaches Epic Proportions
      Inside domestic China is also the issue of information transfers and reliability.
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    • Wed Jan 16th 11:04 AM | Rating: 0 0
      Commented on:
      The New Coal ETF: Not So Fast
      Take a look at FTEK, and look at the developing technologies.

      The real issue with use of coal is Need vs Desire.
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    • Wed Jan 16th 10:28 AM | Rating: 0 0
      Commented on:
      U.S. Supreme Court Screws Investors, Again
      Mr Weiss is following what we may hope is now an abandoned idea. That is that the intent of the actors (scienter) is irrelevant, only the results of the actions count.

      Mr. Weiss needs to go back and understand how this type of litigation evolved.

      Otherwise, if the chief executive of Corp A committed adultry with the personal secretary of Corp B, and in the process gained useful information (as a bonus), his illegal act becomes the basis for legal remedies. Despite its brilliance in this field, Congress has not changed the rule of "reliance" as the measure of exposure to litigation under the various securities acts.
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