stonebluff's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/174378/comments http://seekingalpha.com/article/129479-new-mark-to-market-rules-playing-pretend?source=feed#comment-686271 686271 Tue, 22 Sep 2009 11:36:11 -0400 http://seekingalpha.com/article/160007-citigroup-a-simple-analysis-of-a-terribly-complex-company?source=feed#comment-663131 663131
An analysis of book value that is made based on intangibles based on what every credit trainee is taught not to do.]]> Sat, 05 Sep 2009 11:38:06 -0400
An analysis of book value that is made based on intangibles based on what every credit trainee is taught not to do.]]> http://seekingalpha.com/article/157732-colonial-bank-failure-highlights-the-problem?source=feed#comment-643702 643702 Mon, 24 Aug 2009 13:26:00 -0400 http://seekingalpha.com/article/157283-why-stock-buybacks-are-not-always-a-good-thing?source=feed#comment-638608 638608











doubtless others]]> Thu, 20 Aug 2009 15:53:24 -0400











doubtless others]]> http://seekingalpha.com/article/154615-the-truth-about-fossil-fuels-and-renewable-energy?source=feed#comment-620450 620450 Fri, 07 Aug 2009 17:18:30 -0400 http://seekingalpha.com/article/153664-sec-rewards-ge-accounting-fraud?source=feed#comment-615200 615200 Tue, 04 Aug 2009 16:11:24 -0400 http://seekingalpha.com/article/152116-why-are-banks-holding-so-many-excess-reserves?source=feed#comment-609010 609010 that prudence that many of them have not shown in recent times.]]> Thu, 30 Jul 2009 18:56:06 -0400 that prudence that many of them have not shown in recent times.]]> http://seekingalpha.com/article/152454-are-reits-and-utilities-good-dividend-investments?source=feed#comment-608466 608466 Thu, 30 Jul 2009 14:05:55 -0400 http://seekingalpha.com/article/141962-best-investments-for-rising-oil-high-dividend-energy-stocks?source=feed#comment-584697 584697 Sun, 12 Jul 2009 15:04:35 -0400 http://seekingalpha.com/article/130457-where-have-all-the-buybacks-gone?source=feed#comment-459045 459045 Fri, 10 Apr 2009 12:44:43 -0400 http://seekingalpha.com/article/128180-four-ways-to-invest-in-brazil-s-growth?source=feed#comment-442392 442392 Fri, 27 Mar 2009 11:16:00 -0400 http://seekingalpha.com/article/122617-dividend-paying-utilities-for-a-well-rounded-portfolio?source=feed#comment-406720 406720 Fri, 27 Feb 2009 23:51:25 -0500 http://seekingalpha.com/article/110072-3m-ceo-wisdom-of-the-ages?source=feed#comment-325633 325633 Wed, 10 Dec 2008 12:27:17 -0500 http://seekingalpha.com/article/108056-still-far-from-the-bottom?source=feed#comment-315626 315626 Wed, 26 Nov 2008 12:41:27 -0500 http://seekingalpha.com/article/104887-ten-high-yield-below-book-stocks?source=feed#comment-301898 301898 Mon, 10 Nov 2008 10:51:25 -0500 http://seekingalpha.com/article/103234-timber-reits-above-vicissitudes-of-cycles?source=feed#comment-295458 295458 Fri, 31 Oct 2008 18:07:44 -0400 http://seekingalpha.com/article/99744-stocks-for-the-long-run?source=feed#comment-282111 282111
If you want to get rich, buy income producing real estate. Real estate has the advantage of leverage to jack up the returns. But you've got to be willing to deal with tenants and even occasionally get your hands dirty, or have a spouse who'll do those unpleasant tasks. I have a friend who followed that route for 45 years and he now spends half his time cruising with his girl friend. (he's a widower) and his son looks after his properties, about l50 now. Right now is probably a better time to buy residential real estate than stocks.

]]> Tue, 14 Oct 2008 11:38:55 -0400
If you want to get rich, buy income producing real estate. Real estate has the advantage of leverage to jack up the returns. But you've got to be willing to deal with tenants and even occasionally get your hands dirty, or have a spouse who'll do those unpleasant tasks. I have a friend who followed that route for 45 years and he now spends half his time cruising with his girl friend. (he's a widower) and his son looks after his properties, about l50 now. Right now is probably a better time to buy residential real estate than stocks.

]]> http://seekingalpha.com/article/79813-why-is-occidental-petroleum-undervalued?source=feed#comment-178604 178604 Tue, 03 Jun 2008 12:47:25 -0400 http://seekingalpha.com/article/79180-how-to-invest-in-norway?source=feed#comment-178601 178601 Tue, 03 Jun 2008 12:38:12 -0400 http://seekingalpha.com/article/78740-massey-energy-continuing-to-expand?source=feed#comment-173761 173761 Sun, 25 May 2008 20:17:43 -0400 http://seekingalpha.com/article/76849-industries-to-avoid-industries-to-buy?source=feed#comment-166836 166836
2. How can anyone think that the interposition of an insurance company between the patient and doctor or hospital do anything but add to the costs of medical care? The first thing we should do is make medical expenses deductible for income tax calculations again. Then we should recognized that we're all going to die. Then we should recognized that medical people are humans dealing with
mechanisms of which they have little understanding. Then one can begin to discuss healthcare rationally.]]> Tue, 13 May 2008 11:30:51 -0400
2. How can anyone think that the interposition of an insurance company between the patient and doctor or hospital do anything but add to the costs of medical care? The first thing we should do is make medical expenses deductible for income tax calculations again. Then we should recognized that we're all going to die. Then we should recognized that medical people are humans dealing with
mechanisms of which they have little understanding. Then one can begin to discuss healthcare rationally.]]> http://seekingalpha.com/article/76808-petrobras-poised-for-growth?source=feed#comment-166169 166169 Mon, 12 May 2008 09:35:03 -0400 http://seekingalpha.com/article/76379-why-you-should-short-companies-doing-share-buybacks?source=feed#comment-165279 165279
Money is the capital of banks, brokers and insurance companies. When they buyback shares above tangible book they actually reduce their ability to do business. Otherwise they tend to be paying $2 for $1. I hope that the management of financial institutions that squandered their capital on buybacks and now are hustling capital on outrageous terms have learned their lesson. For banks and bank holding companies, at least, the regulators should enforce restraints on buybacks that may impair the business.

Some S & P guys recently did a study(so I read) that purported to demonstrate that buybacks rarely helped the price of a company's stock. I wish someone would do a study demonstrating the effect of buybacks on financial institutions during the current mess.

Buybacks are so generally treated as beneficial in the financial press that is seems almost heretical to call them into question. Sajaz' article is extremely timely because it makes one at least question the alleged benefits of buybacks.

Does anyone compile a list of companies like LUK and BRK that as a matter of principle do not do buybacks? I'd like to see it.

will remember that.Nobody except the management of the banks and insurance companies now trying to hustle new capital because they squandered their old capital on buybacks seems to believe that.]]> Fri, 09 May 2008 22:24:38 -0400
Money is the capital of banks, brokers and insurance companies. When they buyback shares above tangible book they actually reduce their ability to do business. Otherwise they tend to be paying $2 for $1. I hope that the management of financial institutions that squandered their capital on buybacks and now are hustling capital on outrageous terms have learned their lesson. For banks and bank holding companies, at least, the regulators should enforce restraints on buybacks that may impair the business.

Some S & P guys recently did a study(so I read) that purported to demonstrate that buybacks rarely helped the price of a company's stock. I wish someone would do a study demonstrating the effect of buybacks on financial institutions during the current mess.

Buybacks are so generally treated as beneficial in the financial press that is seems almost heretical to call them into question. Sajaz' article is extremely timely because it makes one at least question the alleged benefits of buybacks.

Does anyone compile a list of companies like LUK and BRK that as a matter of principle do not do buybacks? I'd like to see it.

will remember that.Nobody except the management of the banks and insurance companies now trying to hustle new capital because they squandered their old capital on buybacks seems to believe that.]]> http://seekingalpha.com/article/72366-national-city-just-a-victim-of-its-industry?source=feed#comment-151610 151610 Wed, 16 Apr 2008 10:29:07 -0400 http://seekingalpha.com/article/67559-m-t-bank-a-bargain-at-current-levels-low-p-e-attractive-dividend-yield?source=feed#comment-146437 146437 Mon, 07 Apr 2008 12:14:48 -0400