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  • Transocean Should Pay Off In 2015 [View article]
    Is the RIG dividend subject to the the Swiss withholding of 35%???
    Dec 31, 2014. 01:31 AM | 1 Like Like |Link to Comment
  • AT&T Calls On DirecTV- Buy AT&T On Today's Pullback [View article]
    This seems to be further consolidation of ailing dinosaurs, who have not been able to execute let alone innovate and create, in order to eliminate competition and increase profits by controlling the markets. T-mobile showed there was hope for competition when the ATT acquisition failed. These mergers are likely to result in higher prices and reduced services for consumers while creators of content providers will have fewer potential customers and reduced bargaining positions. Our telcom industry seems to be lagging other industrial nations in terms of end product. It seems the main beneficiaries of these consolidations are the CEOs who have dismal records in running their companies. If ATT wants to have an impact on broadband service, it can use its billions to develop its fiber optic delivery or develop its own satellite system. It can develop its own WI FI delivery. It can develop content. It can do more than simply buy out the competition and suppress competition.
    May 19, 2014. 11:25 PM | 1 Like Like |Link to Comment
  • AeroVironment: The Strategic Value Of Drones Is Rising [View article]
    There are UAVs and UAVs. Does AVAV have sufficient patent protection or expertise to protect itself from all the ready competition from hobby enthusiasts on one end and Boeing, Northrop types on the other?
    Does it have the management to compete in a tech area outside the government contracting realm? e.g Google, Amazon Facebook.
    How tight is its relationship with Lockheed Martin?
    The Japanese have been using drones in agriculture for years. Will they dominate that market? How many separate market are there for small drones or is it one big market with many applications determined by the end user?
    Mar 20, 2014. 07:16 PM | Likes Like |Link to Comment
  • If Yelp's CEO Refuses To Own Any Shares, Why Should You? [View article]
    I have used both Angies List and Yelp and have tried Google Plus. That is one reason why I bought Yelp. Lots of reviews and covers most local businesses. For most businesses it is the only source of customer feedback. As always, one has to evaluate each review and not be influenced by stars. A fee based service does not prevent a business from investing multiple times in a membership. I believe the wisdom of the crowd with proper filtering will guarantee the Yelp future.
    Mar 13, 2014. 04:45 PM | Likes Like |Link to Comment
  • iRobot: A One-Product Consumer Electronics Company Misperceived As Riding A Robotics Trend [View article]
    And Amazon is just a book store.
    How many robotics companies make a profit?
    Which robotics companies would the author recommend as alternatives?
    Lots of assumptions in this analysis but they do have to diversify their product line to show they can produce more useful items for which there is a market.
    Mar 11, 2014. 11:58 AM | 1 Like Like |Link to Comment
  • AT&T fires preemptive shot at T-Mobile, offers up to $450 in credit to switch [View news story]
    ATT seems to conduct business as a monopoly that controls the regulators, the Congress, the anti-trust agencies, and the "competition." They seem unable to compete by providing superior service and treating their customers and employees well; rather, they rely on lobbyists and NSA types. Their attempt to acquire T Mobile was such an anti-competitive move that the FCC finally said no. If they can't acquire them, they will try to destroy them.
    Jan 3, 2014. 12:31 PM | Likes Like |Link to Comment
  • Why Car Charging Group Is Winning The EV Infrastructure War [View article]
    What is the competition for charging? Do any make money or have secure financial resources? How long can car charging operate at a loss? Who are the major manufacturers of charging stations? Are they competitors? Does Tesla manufacture and/or compete with the long term leasing programs? Can all EVs use Tesla or other charging stations ?
    Nov 12, 2013. 03:03 PM | Likes Like |Link to Comment
  • ModernGraham Valuation Of AT&T [View article]
    Unfortunately, ATT is run by Ma Bell monopoly power rules and lacks the creative juices and competitive innovation necessary to realize its potential. T-Mobile is a good example. Monopolistic pricing and poor service have driven otherwise loyal customers away. To deal with the problem, ATT seeks acquisitions. The dividend is looking questionable.
    Oct 30, 2013. 05:10 PM | 1 Like Like |Link to Comment
  • AT&T Is Still Trying To Please Its Investors Too Much [View article]
    ATT has great potential but is restricted by management oriented toward the exercise of monopoly power. Rather than compete with good service, competitive pricing and innovative products it seeks to acquire competitors like T-Mobile and to invest heavily in lobbyists. It continues to rank near or at the bottom in consumer surveys of customer satisfaction and T-mobile employees were delighted when the acquisition was vetoed. I continue to own it because of its dividend and limited downside in the hope that shareholders will demand more from, or replace, Management.
    Oct 27, 2013. 10:53 PM | Likes Like |Link to Comment
  • JPMorgan deal "preposterous" says former prosecutor [View news story]
    My recollection is that as part of the deal to take over failing institutions during the financial crisis, as explained in the media, was that JPM had expressly limited its liability for the sins of those financial institutions the government wanted it to take over. If someone did something wrong, the government should go after the evil doers not the banks that bailed out the failing financial system and the government that was supposed to be regulating it.
    Oct 22, 2013. 06:05 PM | 1 Like Like |Link to Comment
  • AT&T to shutter Aio prepaid brand after Leap deal closes [View news story]
    Once again, ATT cannot compete so it buys the competition
    Oct 19, 2013. 09:19 AM | 1 Like Like |Link to Comment