speculari's Comments speculari's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/199349/comments Energy Watch: Solve for California http://seekingalpha.com/article/174187-energy-watch-solve-for-california?source=feed#comment-767085 767085 This is one hell of a good article! Excellent job! The comments are right on as well. California as a Sovereign State - has a nice ring to it. Perhaps they could even secede from the Union for a brief while - and then come back in after they have cleaned up their act.
By the way, a lot of what you have outlined here could also apply to Scotland (sans the emphasis on the automobile).]]>
Thu, 19 Nov 2009 09:16:45 -0500 This is one hell of a good article! Excellent job! The comments are right on as well. California as a Sovereign State - has a nice ring to it. Perhaps they could even secede from the Union for a brief while - and then come back in after they have cleaned up their act.
By the way, a lot of what you have outlined here could also apply to Scotland (sans the emphasis on the automobile).]]>
5 Key Takeaways from SNL's Bank M&A Conference http://seekingalpha.com/article/166758-5-key-takeaways-from-snl-s-bank-m-a-conference?source=feed#comment-717418 717418 At first glance "SNL" evokes you know what... it's too bad that a simple ampersand stands in the way of clarity of purpose. Then again, perhaps SNL (the comedic version) should do a piece on banking - it might be even more valuable than the one you report on here!]]> Fri, 16 Oct 2009 09:03:27 -0400 At first glance "SNL" evokes you know what... it's too bad that a simple ampersand stands in the way of clarity of purpose. Then again, perhaps SNL (the comedic version) should do a piece on banking - it might be even more valuable than the one you report on here!]]> Will the New York Times' San Fransisco Edition Make a Difference? http://seekingalpha.com/article/166958-will-the-new-york-times-san-fransisco-edition-make-a-difference?source=feed#comment-717377 717377 Fri, 16 Oct 2009 08:40:11 -0400 Fisking Scientific American on Peak Oil http://seekingalpha.com/article/163559-fisking-scientific-american-on-peak-oil?source=feed#comment-693222 693222 In the same issue there is an article about the "electronic" telephone that would remember numbers, take messages, compute, and, talk.
Oh yeah, on the page following page 29 - there is an ad for Hertz rent-a-car with the sub-title "The Superstar in rent-a-car" featuring a full 2/3 page photo of some guy named O.J. Simpson running at full tilt in a 3-piece business suit with briefcase and trench coat in his right hand. only his left shoe is visible in the photo... which appears to be a slip on type with a metal decorative buckle.
Yes indeed! Time does change things.]]>
Sun, 27 Sep 2009 13:47:30 -0400 In the same issue there is an article about the "electronic" telephone that would remember numbers, take messages, compute, and, talk.
Oh yeah, on the page following page 29 - there is an ad for Hertz rent-a-car with the sub-title "The Superstar in rent-a-car" featuring a full 2/3 page photo of some guy named O.J. Simpson running at full tilt in a 3-piece business suit with briefcase and trench coat in his right hand. only his left shoe is visible in the photo... which appears to be a slip on type with a metal decorative buckle.
Yes indeed! Time does change things.]]>
Research in Motion: Reports of Sales Death Are Greatly Exaggerated http://seekingalpha.com/article/163501-research-in-motion-reports-of-sales-death-are-greatly-exaggerated?source=feed#comment-693136 693136 Sun, 27 Sep 2009 12:33:49 -0400 Why STEC's Pullback Is Buyable http://seekingalpha.com/article/162978-why-stec-s-pullback-is-buyable?source=feed#comment-687643 687643 Wed, 23 Sep 2009 11:17:23 -0400 Greenspan: Another Crisis Is Inevitable http://seekingalpha.com/article/160652-greenspan-another-crisis-is-inevitable?source=feed#comment-671653 671653 Fri, 11 Sep 2009 07:29:06 -0400 Twitter and the Revenue Dilemma http://seekingalpha.com/article/160613-twitter-and-the-revenue-dilemma?source=feed#comment-671643 671643 Fri, 11 Sep 2009 07:13:20 -0400 A Rude Interruption for Markets http://seekingalpha.com/article/160728-a-rude-interruption-for-markets?source=feed#comment-671391 671391 Thu, 10 Sep 2009 21:34:55 -0400 The Gold Standard: As Relevant as Ever http://seekingalpha.com/article/160780-the-gold-standard-as-relevant-as-ever?source=feed#comment-671300 671300 Thu, 10 Sep 2009 21:28:39 -0400 Golden Rule: Easy Oil Production Means Cheap Oil, Difficult Production Means Expensive Oil http://seekingalpha.com/article/160736-golden-rule-easy-oil-production-means-cheap-oil-difficult-production-means-expensive-oil?source=feed#comment-671284 671284 Thu, 10 Sep 2009 21:23:39 -0400 How Should the Dollar's Impact Be Considered When Buying Stocks? http://seekingalpha.com/article/156283-how-should-the-dollar-s-impact-be-considered-when-buying-stocks?source=feed#comment-632733 632733 Mon, 17 Aug 2009 07:30:02 -0400 Cramer's Lightning Round - Intuitive Surgical Confounds the Shorts (8/12/09) http://seekingalpha.com/article/155803-cramer-s-lightning-round-intuitive-surgical-confounds-the-shorts-8-12-09?source=feed#comment-628017 628017 More "pearls" of wisdom from the great "Reverend Jim Bob Cramer"?
The utter shallowness is overwhelming.]]>
Thu, 13 Aug 2009 09:30:03 -0400 More "pearls" of wisdom from the great "Reverend Jim Bob Cramer"?
The utter shallowness is overwhelming.]]>
What the GM Volt Means to the U.S. Economy http://seekingalpha.com/article/155563-what-the-gm-volt-means-to-the-u-s-economy?source=feed#comment-626268 626268 In the interim period, Toyota, Honda and others will be on their third or fourth iteration of some very drivable and affordable hybrids with MPG in the 40 to 50+ range.
Tesla is a neat vehicle as well, but, has anyone here taken a hard look at the Aptera? This is where our future lies in terms of automotive ingenuity.]]>
Wed, 12 Aug 2009 08:30:29 -0400 In the interim period, Toyota, Honda and others will be on their third or fourth iteration of some very drivable and affordable hybrids with MPG in the 40 to 50+ range.
Tesla is a neat vehicle as well, but, has anyone here taken a hard look at the Aptera? This is where our future lies in terms of automotive ingenuity.]]>
Intuitive Surgical: A Hidden Gem http://seekingalpha.com/article/150866-intuitive-surgical-a-hidden-gem?source=feed#comment-612435 612435 I will leave you to your own devices. Beyond trading, I wish you well.]]> Mon, 03 Aug 2009 05:52:25 -0400 I will leave you to your own devices. Beyond trading, I wish you well.]]> Intuitive Surgical: A Hidden Gem http://seekingalpha.com/article/150866-intuitive-surgical-a-hidden-gem?source=feed#comment-603418 603418 Mon, 27 Jul 2009 10:01:34 -0400 Intuitive Surgical: A Hidden Gem http://seekingalpha.com/article/150866-intuitive-surgical-a-hidden-gem?source=feed#comment-603392 603392 In your article, you state that the device "...replace a surgeons hand".
A better way to state this would be to use the word ...augment or, enhance the surgeon's hands. The surgeon is in no way "replaced".
As to my trading in this stock, I have bought & sold it a dozen times since 2004. My first trade was about $24.50, and my statement to the effect of having a "long" position in this stock since 2004 was intended to summarize, not offer you a conclusion about my trading habits.
In looking back on SA, I could not find any references regarding your coverage of this stock prior to last year... hence my comment that you were a "johnny come lately". I'm indeed sorry if I offended you... but, nonetheless, you do seem to be a trifle oversensitive and, as well, the manner in which you are "crowing" about ISRG might give one the idea that you were the only people on the planet that had discovered this particular stock.]]>
Mon, 27 Jul 2009 09:48:22 -0400 In your article, you state that the device "...replace a surgeons hand".
A better way to state this would be to use the word ...augment or, enhance the surgeon's hands. The surgeon is in no way "replaced".
As to my trading in this stock, I have bought & sold it a dozen times since 2004. My first trade was about $24.50, and my statement to the effect of having a "long" position in this stock since 2004 was intended to summarize, not offer you a conclusion about my trading habits.
In looking back on SA, I could not find any references regarding your coverage of this stock prior to last year... hence my comment that you were a "johnny come lately". I'm indeed sorry if I offended you... but, nonetheless, you do seem to be a trifle oversensitive and, as well, the manner in which you are "crowing" about ISRG might give one the idea that you were the only people on the planet that had discovered this particular stock.]]>
Portfolio Diversification and Risk: The Basics of Beta http://seekingalpha.com/article/151352-portfolio-diversification-and-risk-the-basics-of-beta?source=feed#comment-603268 603268 Robert H. Brown wrote a book in 1959 entitled "Smoothing, Forecasting & Prediction of Discrete Time Series" in which much of the above math was covered.
It all depends upon what one may be comfortable with; beta is only a single factor in reviewing any stock, the prospect of owning more than a handful of stocks at one time may be purely academic to an individual investor while a fund manager may find it an imperative. And, I would defer to an old pro like Bill O'neill (founder of IBD & Daily Graphs online), who, I believe, said something to the effect that... a few stocks might be enough, and that diversification may be over-rated. Wonkish!]]>
Mon, 27 Jul 2009 08:13:12 -0400 Robert H. Brown wrote a book in 1959 entitled "Smoothing, Forecasting & Prediction of Discrete Time Series" in which much of the above math was covered.
It all depends upon what one may be comfortable with; beta is only a single factor in reviewing any stock, the prospect of owning more than a handful of stocks at one time may be purely academic to an individual investor while a fund manager may find it an imperative. And, I would defer to an old pro like Bill O'neill (founder of IBD & Daily Graphs online), who, I believe, said something to the effect that... a few stocks might be enough, and that diversification may be over-rated. Wonkish!]]>
Intuitive Surgical: A Hidden Gem http://seekingalpha.com/article/150866-intuitive-surgical-a-hidden-gem?source=feed#comment-603244 603244 I am in agreement, by and large, with logical thought. I have held a long position in ISRG since 2004. Beyond Trading seems to be (at least in my old eyes) a "johnny come lately" to the ISRG party. Many of the so called "analysts" that have followed the stock over the past year or two have been "off" on their predictions regarding sales and earnings.
The economic downturn, in it's manifestation of decreased capital spending amongst hospitals, is often cited as the reason that ISRG's sales and earnings would be severely impacted (according to many "analysts"). However, anyone with a third of a brain should be able to figure out that a device as powerful as the daVinci system will be: 1) amortized over a period of years, 2) bring overall costs down on a per patient basis (shorter stays, decreased morbidity, faster recovey times, etc.) , 3) have re-current revenue streams &, finally, 4) be subject to continuos improvements.]]>
Mon, 27 Jul 2009 07:34:26 -0400 I am in agreement, by and large, with logical thought. I have held a long position in ISRG since 2004. Beyond Trading seems to be (at least in my old eyes) a "johnny come lately" to the ISRG party. Many of the so called "analysts" that have followed the stock over the past year or two have been "off" on their predictions regarding sales and earnings.
The economic downturn, in it's manifestation of decreased capital spending amongst hospitals, is often cited as the reason that ISRG's sales and earnings would be severely impacted (according to many "analysts"). However, anyone with a third of a brain should be able to figure out that a device as powerful as the daVinci system will be: 1) amortized over a period of years, 2) bring overall costs down on a per patient basis (shorter stays, decreased morbidity, faster recovey times, etc.) , 3) have re-current revenue streams &, finally, 4) be subject to continuos improvements.]]>
Cramer's Lightning Round - Too Late to Buy Intuitive Surgical (7/24/09) http://seekingalpha.com/article/151335-cramer-s-lightning-round-too-late-to-buy-intuitive-surgical-7-24-09?source=feed#comment-602938 602938 Please, please do not give us any more of "The Reverend Jim Bob Cramer's " in depth and highly perceptive comments as you have just done with the 4 stocks in this article. None are worth "...a pitcher of warm spit".
]]>
Sun, 26 Jul 2009 19:23:17 -0400 Please, please do not give us any more of "The Reverend Jim Bob Cramer's " in depth and highly perceptive comments as you have just done with the 4 stocks in this article. None are worth "...a pitcher of warm spit".
]]>
Portfolio Diversification and Risk: The Basics of Beta http://seekingalpha.com/article/151352-portfolio-diversification-and-risk-the-basics-of-beta?source=feed#comment-602925 602925 Sun, 26 Jul 2009 19:11:08 -0400 Most Volatile Stocks on Earnings http://seekingalpha.com/article/147451-most-volatile-stocks-on-earnings?source=feed#comment-578047 578047 Tue, 07 Jul 2009 19:38:00 -0400 Is It Unethical to Profit from Michael Jackson's Death? http://seekingalpha.com/article/146078-is-it-unethical-to-profit-from-michael-jackson-s-death?source=feed#comment-568716 568716

On Jun 30 12:02 PM Livid Fan wrote:

> The real disgrace is AEG Live's refund policy for Michael Jackson's
> tickets at the O2 Arena in London. They just announced that, starting
> tomorrow, fans will have the choice of either receiving a full refund
> or a commemorative ticket (supposedly designed by Michael himself)
> in lieu of the entire refund. We fans were hoping we could receive
> complementary tickets or that we could just pay a minimal fee for
> printing them. It's completely disgusting and exploitative to be
> charging us $125+ for a piece of paper, no matter how sentimental.
> I am extremely offended that AEG had the audacity to claim that this
> decision was made out of respect for the fans.]]>
Tue, 30 Jun 2009 13:40:40 -0400

On Jun 30 12:02 PM Livid Fan wrote:

> The real disgrace is AEG Live's refund policy for Michael Jackson's
> tickets at the O2 Arena in London. They just announced that, starting
> tomorrow, fans will have the choice of either receiving a full refund
> or a commemorative ticket (supposedly designed by Michael himself)
> in lieu of the entire refund. We fans were hoping we could receive
> complementary tickets or that we could just pay a minimal fee for
> printing them. It's completely disgusting and exploitative to be
> charging us $125+ for a piece of paper, no matter how sentimental.
> I am extremely offended that AEG had the audacity to claim that this
> decision was made out of respect for the fans.]]>
The CPSC and Homeownership http://seekingalpha.com/article/146150-the-cpsc-and-homeownership?source=feed#comment-568682 568682 Tue, 30 Jun 2009 13:22:51 -0400 The CPSC and Homeownership http://seekingalpha.com/article/146150-the-cpsc-and-homeownership?source=feed#comment-568668 568668 I do believe that you are confused. The "new" agency proposed is the CFSC wherein the 2nd letter is for FINANCE, not CPSC wherein the 2nd letter is for PRODUCT. Perhaps you might want to go back and re-read Jim's article. I'm not surprised that you got it wrong since I do know that you live in a shoe (rented, of course). As for the CRA, Fannie & Freddie, Frank, Dodd, Raines, Gorelick, et al... now there's where some real shennanigans went on!]]> Tue, 30 Jun 2009 13:16:32 -0400 I do believe that you are confused. The "new" agency proposed is the CFSC wherein the 2nd letter is for FINANCE, not CPSC wherein the 2nd letter is for PRODUCT. Perhaps you might want to go back and re-read Jim's article. I'm not surprised that you got it wrong since I do know that you live in a shoe (rented, of course). As for the CRA, Fannie & Freddie, Frank, Dodd, Raines, Gorelick, et al... now there's where some real shennanigans went on!]]> Markets Suffer Through More Lies and Statistics http://seekingalpha.com/article/145565-markets-suffer-through-more-lies-and-statistics?source=feed#comment-564663 564663

On Jun 26 09:40 AM Mark from Reston wrote:

> Wasn't it Mark Twain, not Churchill, who uttered the phrase about
> lies and statistics?]]>
Sat, 27 Jun 2009 08:32:06 -0400

On Jun 26 09:40 AM Mark from Reston wrote:

> Wasn't it Mark Twain, not Churchill, who uttered the phrase about
> lies and statistics?]]>
Bernanke Likely to Be Ousted by Obama in Favor of Summers http://seekingalpha.com/article/145450-bernanke-likely-to-be-ousted-by-obama-in-favor-of-summers?source=feed#comment-563407 563407 Fri, 26 Jun 2009 09:30:11 -0400 New York Times Sale Rumors Quashed, For Now http://seekingalpha.com/article/145389-new-york-times-sale-rumors-quashed-for-now?source=feed#comment-563352 563352 Nuevo York - Ayer, Hoy y Manana. Habla espanol, Janet?]]> Fri, 26 Jun 2009 09:07:09 -0400 Nuevo York - Ayer, Hoy y Manana. Habla espanol, Janet?]]> Fortune's 40 Best Stocks to Retire On http://seekingalpha.com/article/144605-fortune-s-40-best-stocks-to-retire-on?source=feed#comment-560070 560070 Wed, 24 Jun 2009 07:10:04 -0400 Cap-and-Trade Datapoint of the Day http://seekingalpha.com/article/144616-cap-and-trade-datapoint-of-the-day?source=feed#comment-558698 558698 Tue, 23 Jun 2009 09:03:08 -0400