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  • A Great Reason Why Ford's Recent Drop Is A Big Opportunity [View article]
    Thx for the F article about India.

    Since China is the much larger market and F was a little late to the party vis-a-vis GM, can you also provide an article about that Asian country too?
    Dec 24 01:36 PM | 1 Like Like |Link to Comment
  • What Ford's Palladium-Buying Mistake Says About Secret Suppliers [View article]
    Obama has no strategic foreign policy that I can think of . With that said his comments about Putin and the slouchy kid, etc., were regarding how the press sometimes reads too much into their respective body languages when they meet for photo opportunities. Putin and Obama have engaged in serious discussions but their interests are at times at loggerheads and other times they are in sync.


    Regarding Syria, Obama should've never put a line in the sand about Assad's use of chemical weapons unless he had all of his ducks in a row. He ran a bluff and he was called on it. Fortunately, Obama didn't act like the petulant child as his predecessor did in Iraq so in the end the chemical weapons will be destroyed without US losing a life, maiming or firing a shot.

    As to US hegemony, it should've ended with the informal surrender of the old Soviet Union in 1989. What has this approximate 600 billion dollar defense budget wrought us except a totally mismanaged war in Afghanistan and an unnecessary with Iraq as well as Libya in a state of anarchy. The Afghanistan and Iraq wars have cost us thousands in US lives lost, not to mention the hundreds of thousands Afghani and Iraq dead, the million or so refugees and the approximate but still growing $1.5 trillion dollar cost on these two wars.

    I wonder how many hospitals, grammar, middle and high schools, junior colleges, universities could've been built or repaired for that 1.5 trillion, or how many roads, bridges? How about upgrading our energy grid with state of the art smart grid?

    As far as direction, the US will continue to be the major player on the world stage for some time. We won't be the bully on the block, however, and we will need to persuade other nations to our way of thinking.
    Dec 22 12:52 PM | 1 Like Like |Link to Comment
  • Santa Brought Natural Gas Profitability For These E&P Developers [View article]
    Very good article particularly regarding the hedging and lack of hedging for the E&P discussed.
    Dec 21 04:38 PM | 1 Like Like |Link to Comment
  • How Companies Should Take Advantage Of Markets [View article]
    Cashawash, Unfortunately, Deja Vu is correct for most 401Ks that are administered by small companies to mid size companies.

    Please review the below link:
    Dec 21 12:59 PM | 1 Like Like |Link to Comment
  • What Ford's Palladium-Buying Mistake Says About Secret Suppliers [View article]
    Putin does not hate Obama per se. He hates the US foreign policy implementation since George Herbert Walker Bush, Clinton and W. To be sure, Boris Yeltsin had to accept disastrous IMF policies at the US behest to get funding to prop up the Russian economy, which caused a depression for the masses of the Russian people. The US instead, and if it was more enlightened could've implemented a Marshall type program which would've prevented the oligarchs from ripping off the Russian people through their political connections and also severe economic deflationary depression.

    The US further compounded our relationship with Russia when we arbitrarily and capriciously expanded NATO to Russia's borders - something the US had said it would never do during Reagan's term.

    With all this in mind, Putin is playing off the people's frustration and humiliation vis-a-vis the West and the US in particular.

    Putin is no savior for Mother Russia's foreign policy and his domestic policy will most likely prevent the Russian people from becoming more prosperous. His authoritarian style of leading is emblematic of Russia but how it has thus far been implemented will never lead to any modicum of representative government as some dictatorships in the 21st century govern, e.g., Singapore.

    Russia is world player on the foreign stage today and is not ally of the US and the West largely due to our bungling of foreign policy in late 80s through 2008.
    Dec 21 12:21 PM | 2 Likes Like |Link to Comment
  • America's Rental Crisis [View article]
    Sounds like your libertarian if you advocate that type of government spending to GDP in your perfect world. Since Defense consumes almost 4% of GDP that leaves very little for your other departments. I'd be interested in seeing how you would squeeze the other approximate 1.5 billion dollars out of your remaining budget and what would constitute your Homeland Dept.

    Your budget also leaves no room for food, drug, environmental, transportation, financial regulation, the courts, FBI science and technology investments, education, etc.

    Thanks but no thanks. I prefer to live in a world that I can rely of modicum of regulation regarding auto, food, drug, safety; fair equity bond and equity markets, an FDIC, NASA, NOAA, etc.

    If you can describe one modern and successful republic that constitutes your perfect form government, I'd be interested in hearing about it.
    Dec 20 06:15 PM | Likes Like |Link to Comment
  • America's Rental Crisis [View article]
    Asymmetrical Investing,

    What percentage of GDP should be federal government spending?
    Dec 18 03:46 PM | Likes Like |Link to Comment
  • Amazon Targeting Costco, Sam's Club With 'Pantry' Initiative [View article]
    Can you cite your source(s) for this rumor?
    Dec 15 04:18 PM | Likes Like |Link to Comment
  • America's Rental Crisis [View article]
    At least we know now why there are record number of millennials still living with their parent(s).
    Dec 14 02:20 PM | Likes Like |Link to Comment
  • America's Rental Crisis [View article]
    Like so many things said or done apocryphally by George Washington your quote is another one.
    Dec 14 11:04 AM | Likes Like |Link to Comment
  • AT&T's Pension Plastic Surgery: Bad For Pensioners, Worse For Shareholders [View article]
    My wife also took the lump sum in lieu of the AT&T allotment Fidelity plan. Her retirement was in 2006. She took it because she too didn't trust management. At that time good ol' Ed Whitaker was in charge of SBC later to become AT&T.

    IMO the pension system began to deteriorate under Ed Whitaker. He was more interested in feathering his bed, hence getting stock options, incentive awards, raises, etc and much less interested in growing a sustainable company.

    How he got the gig at GM is crony capitalism at its worst.
    Dec 13 10:39 PM | Likes Like |Link to Comment
  • 2014: Stealth Tightening, Hidden Austerity, And The Potential For Recession [View article]
    Good article with some valid points but many of the supporting arguments from Heritage, Manhattan Institute, Hanke, etc are from the conservative perspective. A more eclectic group of economists and think tanks would've been more persuasive to this reader.
    Dec 13 11:56 AM | Likes Like |Link to Comment
  • Bubbles, Crashes, And Market Corrections, Part 1: 1871 - 1900 [View article]
    How can this author state that the 1920 - 1921 downturn was deflationary? In his article about the 1900 - 1925 Part II he discusses the causes of inflation after WW I. Which one is it?
    Dec 12 06:44 PM | Likes Like |Link to Comment
  • Coca-Cola Stays Flat With Limited Upside [View article]
    I agree with Stan Stafford's comments regarding its diversifying from the cola and other sugar laden soft drinks.

    As for Pepsi, KO has been taking market share for years now so Pepsi is not the better investment as your article purports.

    KO will adapt to the US and European markets as they become more health conscious. The emerging markets will in all likelihood move to healthier drinks too in the next five to ten years. The upshot then is based upon demographics, market trends, etc. if you and I know this certainly Mr. Kent and his direct report management team does too and will fix it.
    Nov 27 04:06 PM | Likes Like |Link to Comment
  • Underpriced Intel Stock Remains Sound Asleep [View article]
    Ms. Frakes and Fellow Seeking Alpha Readers,

    Ms. Frakes' article is well written and I want to thank her for writing it.

    I initially began scaling back on INTC within my portfolio after their latest quarterly report due to some misgivings about the report and my original reasoning for buying the stock and buying on dips, namely INTC would in the latter of 2013 show marked improvement in their tablet performance. Needless to say, per the conference report, my timeline did not come to fruition.

    I also scaled back further today, given INTC's forecast for 2014 per upper management's guidance. INTC management only seems to provide downward guidance over the last year or so. They are also not entering the low and medium priced smartphone market fast enough IMO. I do think that they will successfully enter the more upscale phone, tablet and phablet markets in 2015 but I also thought they'd increase revenue in the 2H of 2013 and definitely by the second half of 2014. With that working hypothesis failing, I'd rather scale back and hold what is left than wait and see what happens. In other words, I would rather take profits and buy other stocks that I'm more comfortable holding.

    I'd be interested in hearing from fellow readers and their thoughts on INTC.
    Nov 22 05:22 PM | 1 Like Like |Link to Comment