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  • When Financiers Align Themselves Against Wall Street  [View article]
    another problem is that all the underwater people haven't paid taxes,
    HOA dues, or utilities for 5 years.

    that's a big pile of money and is hampering completing short sales now.
    Jan 14, 2014. 04:51 PM | Likes Like |Link to Comment
  • MBI, Eh?  [View article]
    adjusted book value is even better, and a better indicator of value for this company
    Jan 14, 2014. 04:44 PM | Likes Like |Link to Comment
  • Johnson & Johnson: Assessing Reputational Damage  [View article]
    I see an ethical issue in shades of gray."""

    It's more than that, pushing a drug off label means the company has


    People still get the side effects, which for that drug are significant,
    any benefit is a guess.

    Early this year the FDA forced J&J and others to reduce the amount of Tylenol in various drugs by 50%
    because 600 people were dying every year from Tylenol caused liver failure.

    That should have be done 20+ years ago.

    I wouldn't touch J&J with a dirty stick.
    Nov 13, 2013. 05:50 PM | Likes Like |Link to Comment
  • Book Review: Win By Not Losing  [View article]
    This book could have been better if it focused on its positive strategy,""""""""

    sounds like the authors just read Talleb's recent book
    and decided to do a knockoff
    Nov 8, 2013. 05:57 PM | Likes Like |Link to Comment
  • The Municipal Pension Payment Curve  [View article]
    Medicare is another issue,'''''''''

    the sickest 10% consume 63.% of all medicare dollars.
    Nov 8, 2013. 05:51 PM | Likes Like |Link to Comment
  • Darden Restaurants: Patience Will Be Rewarded  [View article]
    cost of shrimp, which has been in short supply due to problems with disease at aquaculture farms in Asia."""""

    read last week that 50% of seafood sold in US comes from Asia,
    they use chemicals and antibiotics that aren't allowed in the US
    and that stuff stays in the fish.
    Very filthy conditions,
    I've decided to forgo fish unless I can be certain it come from the US

    Fish farms used to be big in the southern US,
    they are going out of business because of cheap imports.
    Sep 10, 2013. 02:55 PM | 1 Like Like |Link to Comment
  • Rebuttal: 'Is A House Really A Good Investment?'  [View article]
    you left out standard deviation,
    the stock market is very volatile at times,\
    people who were all in in march 2000 and jan 2008 had a lot of losses

    with the stock portfolio, half the people would have done worse,
    many, a lot worse,

    a house gives some diversification which isn't available in the stock market
    Aug 23, 2013. 02:51 PM | Likes Like |Link to Comment
  • Boyd Gaming: A Change In Luck For The Better  [View article]
    didn't they buy the other half of borgata because mgm had ties to some unsavory chinese?
    Aug 23, 2013. 02:41 PM | Likes Like |Link to Comment
  • Outstanding Employee Stock Options  [View article]
    great article, wish you'd have a longer list of the largest ESO companies, maybe 30 or more.
    Aug 13, 2013. 03:58 PM | 1 Like Like |Link to Comment
  • Don't Send Summers To The Fed  [View article]
    given Obama's past history of appointments,
    he's most likely to choose a third rate female than the best person
    Jul 25, 2013. 02:26 PM | Likes Like |Link to Comment
  • Dry Bulk Shipping: Is Recovery In Sight?  [View article]
    shipping rates as measured by the Baltic Dry Index (BDI).""""""

    How relevant is this index now?

    I've read that many ships are cruising at slow speed to cut fuel costs of a trip.
    I assume that the ship owners, because they have a surplus of ships encourage this.

    A ship might take 15 days to do a trip that normally would take 10.

    BUT, if the user takes 5 extra days to make the trip,
    he doesn't want to pay full price for those days,
    he must be getting a daily rate cheap enough to make the fuel savings come down to HIS bottom line.

    So, in the real world, how are ship owners and leasers dealing with this?
    Are the ship owners just cutting the daily rate so slow cruising speed is profitable?
    Any rebates for slow speed?

    Jul 24, 2013. 01:23 PM | Likes Like |Link to Comment
  • The SEC's Important Case Against Stevie Cohen  [View article]
    This is an outstanding review of how he runs his business,
    Jul 22, 2013. 03:37 PM | 1 Like Like |Link to Comment
  • Is A House Really A Good 'Investment'?  [View article]
    The author doesn't understand the real economics of owning vs renting.

    I own 3 houses, 1 I live in, 2 rentals.
    with a 2.99% mortgage my monthly cost is much less than what my renters are paying,
    and I'm guaranteed no increase in interest cost over 30 years.

    The renters can expect regular increases in rent.

    and the renters pay all utilities except sewer and garbage.

    Besides those 2 costs, I pay insurance, taxes, and cost of capital.
    I get a good monthly income from the rentals,
    diversification from stocks,
    and given the cheap price I paid a year ago,
    the expectation of 100% capital gains within a few years.

    Prices in my city have gone up 30% since I bot the rentals,
    with more to come.
    Jul 22, 2013. 03:29 PM | Likes Like |Link to Comment
  • Is A House Really A Good 'Investment'?  [View article]
    Renting property MUST carry some kind of profit or people will not do it.""""""

    That's true, but clearly you've never owned a rental,
    from the 1960's to a few years ago
    buyers bid houses up so much that rental income didn't yield any profit.

    The profit was when the speculator sold and got a capital gains.

    The last few years houses have been so cheap,
    it's possible to make an operating profit and a cap gains.
    Jul 22, 2013. 03:21 PM | 1 Like Like |Link to Comment
  • John Malone: Media Companies Should Consolidate  [View article]
    the industry needs to consolidate in order to drive economies of scale. Word on the street is Mr. Malone is interested in buying Time Warner Cable
    He also thinks satellite operator Dish Network (DISH) should merge with DirecTV (DTV).
    That's great for business when there are less players: less churn and the opportunity to unlock significant cost savings."""""""""""


    What mergers do is decrease competition so the few remaining
    companies can raise prices.

    DISH is a fraud, they advertise $19.99 high speed internet,
    but they don't really offer it.
    They sign people up, and in my area funnel the customers to ATT.

    More than a dozen companies advertise in my area high speed internet,
    all but 3 are marketing shells.

    Only ATT, comcast and one satellite company actually provide it.

    Consumers need more choices, not fewer.

    Netflix is one company that would get squeezed by mergers.
    Jul 22, 2013. 02:41 PM | Likes Like |Link to Comment