R. Richard Schweitzer

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152 Comments

    • Thu May 8th 10:07 AM | Rating: 0 0
      Commented on:
      Wall Street Breakfast: Must-Know News
      Much overlooked: the rate of increase in productivity and increase in manufacturing output.

      Much is written about the "decline" in U.S. manufacturing, which has consistently increased in output (not payrolls).
      View article »
    • Wed May 7th 09:22 AM | Rating: 0 0
      Commented on:
      The Declining Value of Redundant Web News Content
      In all likelihood there is a readership for, or at least an effort by each publisher (website provider) to generate a readership. It is probably more akin to radio broadcasting - which certainly would not suggest "Turn your dial from us to station XQDR for the latest on this development."

      The more cogent points are "variety," and "complete" coverages that have people "keep tuned" to this website (and read our ads too!).
      View article »
    • Tue May 6th 08:10 AM | Rating: 0 0
      Commented on:
      Overbought and Oversold ETFs
      This is a rather interesting view on overbot/sold.

      Is consideration given to volume/ redemptions and increases?
      View article »
    • Mon May 5th 09:43 AM | Rating: 0 0
      Commented on:
      Bond ETFs: Time to Stock Up, As Munis Yield More Than Treasuries
      One must keep in mind that in these articles, Tom Lydon is being INFORMATIVE, not advisory. If you want his (or his firm's) advice, it is available in a different format on other terms.

      If one looks at the technical charts on these securities, it is obvious that they have been and are being accumulated at steady rate, which generally exceeds their pricing trends. Thus, "assets" are building within the holdings of the funds.

      Tom is not saying the info indicates that these will provide good parking places every week, just that more people are parking here.

      View article »
    • Sun May 4th 12:28 PM | Rating: 0 0
      Commented on:
      Muni Bonds Will Outperform - Barron's Interview
      You do a great job in summarizing the wheat in many chaff-laden pieces from Barrons, plus the occassional worthwhile side comment
      View article »
    • Thu May 1st 09:14 AM | Rating: 0 0
      Commented on:
      News That Moved Wednesday's Market
      If the general public is nervous, or better yet "fearful," the more inclined they may be to "follow closely on the news." That should be good for viewerships, readership, etc. for the media. Thus most of the information disseminated tends in the direction of generating "concern," at least, and tensions in the optimum.

      Better indications of economic conditions can be observed in the amount of "motion" of people and goods - "traffic" in the urban and ex-urban areas, on the highways, and even in the air. Freight loadings, truck mileages and loads, gallonage (not $ unit) gasoline sales are further indicators. The exchanges of services and goods among people continue, timings vary (retail sales).

      America continues to improve its productivity. So, when the term "manufacturing&qu... is bandied about, be sure the term means employment, not output. Manufacturing output with reduced employment has risen steadily - check the stats - that's called increased productivity, producing more with less effort.

      America is solid; Politically groggy or naive perhaps, but SOLID
      View article »
    • Wed Apr 30th 09:27 AM | Rating: 0 0
      Commented on:
      The Key to Starbucks' International Success: Convert the Non-Coffee Drinkers
      It surprises me that the usual methods of raising consumers to a "luxury" or distinctive brand of an uncommon commodity like coffee that SBUX has not entered some of the markets with a "lower scale" set of outlets under a different trade name, that might be more comparable to the style of Dunkin' Ds (but equal quality) to establish a custom and audience on which base they would build an "upgrade" in consumer prices and "experience."...

      View article »
    • Wed Apr 30th 09:16 AM | Rating: 0 0
      Commented on:
      Talking ETNs with BGI's Philippe El-Asmar
      Very good coverage. Of course all, all he says at the beginning is that iShares puts out what people will buy (and hold to a sufficient degree).

      His point on redemption "windows" is important and some investors ignore that, but it can be the esence of liquidity.

      Little is ever said (or asked) about the nature,form and extent of the "reserves" held to secure the ETNs. Cash is adequate for the daily windows, but for the bulk of the longer term?
      View article »
    • Mon Apr 28th 15:20 PM | Rating: 0 0
      Commented on:
      The Case for Closed-End Funds
      Lets take FF as an example, since you mention it.

      I have been long and have "averaged down" since I have made good with this mgr before. What happens here is that the assets making up the NAV decline and the discount widens to push the price of FF down more.

      In the end, it is not the discount, is it? It is the track of the sset class.
      View article »
    • Mon Apr 28th 08:30 AM | Rating: 0 0
      Commented on:
      The Case for Closed-End Funds
      Whilst they are just coming out how will "actively managed" ETF's differ from C E Funds, which are also Exchange Traded?
      View article »
    • Mon Apr 28th 08:24 AM | Rating: 0 0
      Commented on:
      25 Stocks Benjamin Graham Would Like
      Examples: If you look at the list in the article, consider the sources of their capital (hey! look at that of B-H which Buffett regularly explains) and thus at the cost - any wonder at the predominance of insurors, in which the cost of capital consists of supplying the services of spreading risks (actuarially on lives), not taking risks, notably auto insurors are absent (probably due to costs of service provisions?) ?
      View article »
    • Mon Apr 28th 08:14 AM | Rating: 0 0
      Commented on:
      25 Stocks Benjamin Graham Would Like
      As a student of Graham, Dodd & Baker (actually mostly Dodd) some 60+ years back now, I note the subsequent omissions of considering "cost of capital" impacts.

      Under one "theory" that is reflected (in part) indirectly in the P/E ratio, or at least the guess of that cost made by the financial market place is so refelcted.

      What about that factor?
      View article »
    • Sun Apr 27th 11:45 AM | Rating: 0 0
      Commented on:
      Falling Timbers - Cramer's Stop Trading! (4/24/08)
      S A's continued publication of summaries of the "pops" in TV financial shows is a good service. We are provided a snapshot of some of the influences on those who go "Barefoot in the Bazzar."

      As to Cramer, he does advise what few probably do - do your homework, learn what you are doing and be sure of why you do it.
      Most cogent self-directed investors (and traders - Cramer's metre) simply don't have time for the whole of any of the "pops," despite their content and kinds of coverage.

      So, thank you S A!
      View article »
    • Sun Apr 27th 11:31 AM | Rating: 0 0
      Commented on:
      St. Joe Should Climb 25% - Barron's
      That should have been arable - and am LONG JOE
      View article »
    • Sun Apr 27th 11:30 AM | Rating: 0 0
      Commented on:
      St. Joe Should Climb 25% - Barron's
      Some of JOE's lands are rable and can be put to temporary use in crops. Soy is big in So. AL.
      View article »
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