livesinhiscar's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/197175/comments http://seekingalpha.com/article/138976-jnj-don-t-get-fooled-by-dividend-plays?source=feed#comment-514554 514554 Fri, 22 May 2009 12:12:20 -0400 http://seekingalpha.com/article/131609-can-a-stock-market-meltdown-happen-from-here?source=feed#comment-468485 468485 So many people are caught off-side now wishing and praying for a pullback that the market simply will not oblige them.
The maximum pain will be for the market to continue its rise.
Consider this, if a stock falls from 50 to 5 and then rises to 7.50, everyone goes on and on about the masssive 50% increase off the bottom...it just has to pull back after such a massive 50% increase.
Well, no it doesn't.
Don't let the mathetatics of percentages fool you.]]> Sun, 19 Apr 2009 12:00:26 -0400 So many people are caught off-side now wishing and praying for a pullback that the market simply will not oblige them.
The maximum pain will be for the market to continue its rise.
Consider this, if a stock falls from 50 to 5 and then rises to 7.50, everyone goes on and on about the masssive 50% increase off the bottom...it just has to pull back after such a massive 50% increase.
Well, no it doesn't.
Don't let the mathetatics of percentages fool you.]]> http://seekingalpha.com/article/124029-philip-morris-not-just-blowing-smoke?source=feed#comment-412630 412630 ]]> Wed, 04 Mar 2009 10:36:28 -0500 ]]> http://seekingalpha.com/article/123500-jnj-still-solid-buffett-or-no-buffett?source=feed#comment-409028 409028
Just remember that the consumer business is only 25% of JNJ's business.
They have a 40% exposure to pharmaceuticals which is a business like PFE, MRK, etc, etc which comes with baggage like patent expirations and class action lawsuits.]]> Mon, 02 Mar 2009 08:39:15 -0500
Just remember that the consumer business is only 25% of JNJ's business.
They have a 40% exposure to pharmaceuticals which is a business like PFE, MRK, etc, etc which comes with baggage like patent expirations and class action lawsuits.]]> http://seekingalpha.com/article/122824-cigarettes-business-is-still-smoking?source=feed#comment-404181 404181 Don't they have lawyers in other countries too?
I think there is much litigiation and lawsuits in the future for PMI.
Why would there only be tobacco lawsuits in one country in the world?
]]> Thu, 26 Feb 2009 08:18:39 -0500 Don't they have lawyers in other countries too?
I think there is much litigiation and lawsuits in the future for PMI.
Why would there only be tobacco lawsuits in one country in the world?
]]> http://seekingalpha.com/article/116097-aflac-s-hybrid-securities-are-a-cause-for-concern?source=feed#comment-363873 363873 Fri, 23 Jan 2009 08:12:11 -0500 http://seekingalpha.com/article/115291-why-did-the-swedes-nationalize-in-response-to-banking-crisis?source=feed#comment-360116 360116 Thanks for summarizing the Swedish events.]]> Mon, 19 Jan 2009 14:54:33 -0500 Thanks for summarizing the Swedish events.]]> http://seekingalpha.com/article/115335-clorox-ex-dividend-opportunity?source=feed#comment-360073 360073 There is no free lunch or free money sitting on the floor to be picked up by retail investors on the stock exchanges.
If you capture the dividend, then when you sell the stock later, it will be lower by the amount of the dividend.
You gain nothing except the privilege of paying two comissions.]]> Mon, 19 Jan 2009 14:18:30 -0500 There is no free lunch or free money sitting on the floor to be picked up by retail investors on the stock exchanges.
If you capture the dividend, then when you sell the stock later, it will be lower by the amount of the dividend.
You gain nothing except the privilege of paying two comissions.]]> http://seekingalpha.com/article/114512-reasons-for-the-enduring-success-of-mcdonald-s?source=feed#comment-354218 354218 Tue, 13 Jan 2009 08:39:03 -0500 http://seekingalpha.com/article/111178-the-fear-bubble-treasuries-and-gold?source=feed#comment-332349 332349 Wed, 17 Dec 2008 14:59:33 -0500 http://seekingalpha.com/article/110519-six-smoking-stocks?source=feed#comment-330166 330166
>>> tobacco shares are down after the U.S. Supreme Court voted 5-4, saying a federal labeling law doesn’t shield cigarette makers from suits accusing them of deceiving consumers by describing cigarettes as “light” or “low tar”.
]]> Mon, 15 Dec 2008 14:17:36 -0500
>>> tobacco shares are down after the U.S. Supreme Court voted 5-4, saying a federal labeling law doesn’t shield cigarette makers from suits accusing them of deceiving consumers by describing cigarettes as “light” or “low tar”.
]]> http://seekingalpha.com/article/110742-starbucks-still-brewing-growth?source=feed#comment-329978 329978
Here is a quote from SBUX CFO:
"the company will not meet estimates for its 1st quarter of fiscal 2009 earnings results (ending December), as same-store sales have declined 9% since the credit crisis his the U.S. economy hard this quarter"]]> Mon, 15 Dec 2008 11:51:07 -0500
Here is a quote from SBUX CFO:
"the company will not meet estimates for its 1st quarter of fiscal 2009 earnings results (ending December), as same-store sales have declined 9% since the credit crisis his the U.S. economy hard this quarter"]]> http://seekingalpha.com/article/109350-ibm-drops-two-bombs-on-microsoft?source=feed#comment-321688 321688
Ha Ha, sounds like the old mainframe-centric model and TSO terminals.
The more things change, the more they remain the same.]]> Fri, 05 Dec 2008 10:57:02 -0500
Ha Ha, sounds like the old mainframe-centric model and TSO terminals.
The more things change, the more they remain the same.]]> http://seekingalpha.com/article/108616-ritchie-bros-sees-inconsistent-trading-in-canada-and-new-york?source=feed#comment-318377 318377 A lot of stocks really jumped unbelievably...at or maybe after the close?
I focus on the banks mainly and it was seen there as well.
For example, look at TD which supposedly closed at 46$ on the TSX Friday.
Yet when I look at a 1-day minute-by-minute chart for Friday, TD does not trade at 46$ ever.....looks like the highest was 44.50.
This is true on bigcharts.com and also on the TSX own website tsx.com charts.
Similar for the other banks, RY, BNS, BMO etc.......anyone shed light on this.........when did those 'high water' trades take place and why are they not seen on the intra-day charts??
What a rigged game.]]> Mon, 01 Dec 2008 16:35:18 -0500 A lot of stocks really jumped unbelievably...at or maybe after the close?
I focus on the banks mainly and it was seen there as well.
For example, look at TD which supposedly closed at 46$ on the TSX Friday.
Yet when I look at a 1-day minute-by-minute chart for Friday, TD does not trade at 46$ ever.....looks like the highest was 44.50.
This is true on bigcharts.com and also on the TSX own website tsx.com charts.
Similar for the other banks, RY, BNS, BMO etc.......anyone shed light on this.........when did those 'high water' trades take place and why are they not seen on the intra-day charts??
What a rigged game.]]> http://seekingalpha.com/article/108344-last-thursday-was-the-bottom-it-s-time-to-get-back-in?source=feed#comment-317211 317211 Commercial Real Estate problems just beginning to surface........]]> Sat, 29 Nov 2008 15:17:11 -0500 Commercial Real Estate problems just beginning to surface........]]> http://seekingalpha.com/article/108103-enjoy-the-strong-u-s-dollar-while-you-can?source=feed#comment-315836 315836 Wed, 26 Nov 2008 16:30:15 -0500 http://seekingalpha.com/article/107854-the-insurance-industry-s-invisible-meltdown?source=feed#comment-314986 314986
Life Insurance companies always have this problem every cycle.
They have to match long-term liabilities and long-term assets, but they have to mark-to-market every quarter those assets.
One quarter where the assets decline serverly, even though they are not needed for perhaps decades out in the future can bring the company down.
We've seen this happen before in previous real estate cycles causing several life insurance companies to fail.
Curious that the industry has not found a solution to this long-term matching of assets/liabilies and the need to mark-to-market the assets short-term. Till they do, this problem will repeat every cycle.]]> Tue, 25 Nov 2008 16:39:36 -0500
Life Insurance companies always have this problem every cycle.
They have to match long-term liabilities and long-term assets, but they have to mark-to-market every quarter those assets.
One quarter where the assets decline serverly, even though they are not needed for perhaps decades out in the future can bring the company down.
We've seen this happen before in previous real estate cycles causing several life insurance companies to fail.
Curious that the industry has not found a solution to this long-term matching of assets/liabilies and the need to mark-to-market the assets short-term. Till they do, this problem will repeat every cycle.]]> http://seekingalpha.com/article/106483-analyst-upgrade-for-yum-brands-makes-sense?source=feed#comment-308991 308991 The one thing that has kept me away from it is that most KFC or Taco Bell restaurants that I pass by are usually empty most of the time (except of course those at ultra-prime locations).
They never seem to have the customer traffic of a MCD
Also, there is only one Long John Silvers that I have seen near where I live and the parking lot outside it is usually totally empty.
.]]> Tue, 18 Nov 2008 12:07:16 -0500 The one thing that has kept me away from it is that most KFC or Taco Bell restaurants that I pass by are usually empty most of the time (except of course those at ultra-prime locations).
They never seem to have the customer traffic of a MCD
Also, there is only one Long John Silvers that I have seen near where I live and the parking lot outside it is usually totally empty.
.]]> http://seekingalpha.com/article/106527-philip-morris-continues-to-smoke-on?source=feed#comment-308981 308981 MO) does

I think you are underestimating the litigation risks for PM.
Any country that PM operates in can sue it at any time.
There could be years and many cases to look forward to for PM in many different jurisdictions...sure sounds potentially messy and ugly to me.
]]> Tue, 18 Nov 2008 11:57:44 -0500 MO) does

I think you are underestimating the litigation risks for PM.
Any country that PM operates in can sue it at any time.
There could be years and many cases to look forward to for PM in many different jurisdictions...sure sounds potentially messy and ugly to me.
]]> http://seekingalpha.com/article/105328-u-s-mint-makes-drastic-cuts-to-its-collector-gold-platinum-coin-offerings?source=feed#comment-303340 303340 Tue, 11 Nov 2008 16:41:19 -0500 http://seekingalpha.com/article/105149-the-world-s-10-safest-banks?source=feed#comment-302332 302332 Mon, 10 Nov 2008 16:41:58 -0500 http://seekingalpha.com/article/102679-gold-war-of-attrition?source=feed#comment-293796 293796 Wed, 29 Oct 2008 16:50:57 -0400 http://seekingalpha.com/article/100711-ten-highest-yielding-pharma-stocks?source=feed#comment-286658 286658 If they come up with a good drug, copycats and generics will eventually destroy the benefit.
If they come up with a stinker, they get sued by thousands of people.
]]> Mon, 20 Oct 2008 16:53:23 -0400 If they come up with a good drug, copycats and generics will eventually destroy the benefit.
If they come up with a stinker, they get sued by thousands of people.
]]> http://seekingalpha.com/article/100218-with-great-values-now-in-the-markets-the-glass-is-half-full?source=feed#comment-284100 284100 None of us get 10% preferreds and free warrants below the market.
It's only a signal if he is out there buying the common like the rest of us.
]]> Thu, 16 Oct 2008 19:19:54 -0400 None of us get 10% preferreds and free warrants below the market.
It's only a signal if he is out there buying the common like the rest of us.
]]> http://seekingalpha.com/article/99976-why-gold-stocks-failed-and-why-i-m-still-holding-on?source=feed#comment-283341 283341 Wed, 15 Oct 2008 19:34:51 -0400 http://seekingalpha.com/article/99236-examining-the-unprecedented-demand-for-gold-eagle-coins?source=feed#comment-278275 278275 I believe that is a more recent offering which investors are preferring over the American Eagle (which is of a lesser purity).
That could explain it.]]> Thu, 09 Oct 2008 19:41:30 -0400 I believe that is a more recent offering which investors are preferring over the American Eagle (which is of a lesser purity).
That could explain it.]]> http://seekingalpha.com/article/98992-freeport-mcmoran-is-now-attractive-with-emerging-value?source=feed#comment-277133 277133
What is FCX's cost of production on a pound of copper?....that would seem to be a key metric here.]]> Wed, 08 Oct 2008 15:26:19 -0400
What is FCX's cost of production on a pound of copper?....that would seem to be a key metric here.]]> http://seekingalpha.com/article/98254-iyk-consumer-goods-offer-value-for-investors?source=feed#comment-271583 271583 There are lots of great consumer staples companies outside the US as well.]]> Thu, 02 Oct 2008 11:27:14 -0400 There are lots of great consumer staples companies outside the US as well.]]> http://seekingalpha.com/article/98085-wachovia-deal-a-home-run-for-citi?source=feed#comment-270994 270994 Wed, 01 Oct 2008 19:31:35 -0400 http://seekingalpha.com/article/98004-manulife-admirable-goals-harsher-realities?source=feed#comment-270549 270549 Chinese insurance companies will outbid them.
They have tons more cash burning holes in their pockets.]]> Wed, 01 Oct 2008 12:56:06 -0400 Chinese insurance companies will outbid them.
They have tons more cash burning holes in their pockets.]]>