.*.'s Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/200531/comments http://seekingalpha.com/article/114768-u-s-dollar-testing-resistance?source=feed#comment-355772 355772 Wed, 14 Jan 2009 14:04:04 -0500 http://seekingalpha.com/article/113065-markets-historically-overbought-dangerous-to-enter-new-longs-right-now?source=feed#comment-347930 347930 Tue, 06 Jan 2009 18:02:56 -0500 http://seekingalpha.com/article/113163-exxon-apostasy-a-closer-look-at-the-oil-giant-s-real-valuation?source=feed#comment-346965 346965 Mon, 05 Jan 2009 21:20:36 -0500 http://seekingalpha.com/article/113163-exxon-apostasy-a-closer-look-at-the-oil-giant-s-real-valuation?source=feed#comment-346963 346963 Mon, 05 Jan 2009 21:17:49 -0500 http://seekingalpha.com/article/110973-france-just-try-life-sans-google?source=feed#comment-331536 331536 Tue, 16 Dec 2008 21:34:31 -0500 http://seekingalpha.com/article/110645-why-the-muni-bond-market-is-in-decline?source=feed#comment-329741 329741 Mon, 15 Dec 2008 08:55:00 -0500 http://seekingalpha.com/article/107572-is-goldman-sachs-sounding-an-exaggerated-alarm?source=feed#comment-313594 313594 Mon, 24 Nov 2008 10:08:40 -0500 http://seekingalpha.com/article/105545-ge-goldman-bond-spreads-unrealistic-and-unsustainable?source=feed#comment-304078 304078 Thanks]]> Wed, 12 Nov 2008 11:29:36 -0500 Thanks]]> http://seekingalpha.com/article/98850-did-jpmorgan-almost-fail?source=feed#comment-276011 276011 Tue, 07 Oct 2008 14:19:54 -0400 http://seekingalpha.com/article/97891-stop-yelling-about-fdic-limits-in-fact-just-stop-yelling?source=feed#comment-269504 269504 Tue, 30 Sep 2008 10:06:04 -0400 http://seekingalpha.com/article/93711-google-s-chrome-sounds-like-1970s-pressure-cooker?source=feed#comment-244979 244979 Wed, 03 Sep 2008 19:57:13 -0400 http://seekingalpha.com/article/93736-oil-the-inconvenient-truth?source=feed#comment-244553 244553 Wed, 03 Sep 2008 11:44:57 -0400 http://seekingalpha.com/article/93169-nbc-refuses-pickens-plan-ad?source=feed#comment-242088 242088 Sat, 30 Aug 2008 08:07:26 -0400 http://seekingalpha.com/article/93169-nbc-refuses-pickens-plan-ad?source=feed#comment-241631 241631 Fri, 29 Aug 2008 11:04:24 -0400 http://seekingalpha.com/article/87586-making-profits-through-understanding-market-psychology?source=feed#comment-217561 217561 Tue, 29 Jul 2008 13:20:52 -0400 http://seekingalpha.com/article/87586-making-profits-through-understanding-market-psychology?source=feed#comment-217558 217558 Tue, 29 Jul 2008 13:18:52 -0400 http://seekingalpha.com/article/86772-re-examining-my-american-capital-strategies-position?source=feed#comment-213369 213369 Thu, 24 Jul 2008 11:21:21 -0400 http://seekingalpha.com/article/86772-re-examining-my-american-capital-strategies-position?source=feed#comment-213352 213352
A question for David Bui....why should the stock price have anything to do with the 50%/50% ratio of Debt:Equity. I realize debt can't be >50% of total capital. But this rule refers to the Debt and Equity that are on the books, not Debt and Equity market valuations, right?? The required ratio is based on the book equity and the book debt? Meaning stock price is irrelevant for this consideration....Thank... in advance.

Second, comment to shuddacudda....I think they have occasionally paid out >100% of earnings so they could still cut without dropping below 90% requirement. In fact, with the writedowns, they are running accounting losses, and could cut dividend for a while without breaching the 90%. I personally would not be put off by a dividend cut, but I realize most owners would.]]> Thu, 24 Jul 2008 11:14:41 -0400
A question for David Bui....why should the stock price have anything to do with the 50%/50% ratio of Debt:Equity. I realize debt can't be >50% of total capital. But this rule refers to the Debt and Equity that are on the books, not Debt and Equity market valuations, right?? The required ratio is based on the book equity and the book debt? Meaning stock price is irrelevant for this consideration....Thank... in advance.

Second, comment to shuddacudda....I think they have occasionally paid out >100% of earnings so they could still cut without dropping below 90% requirement. In fact, with the writedowns, they are running accounting losses, and could cut dividend for a while without breaching the 90%. I personally would not be put off by a dividend cut, but I realize most owners would.]]> http://seekingalpha.com/article/83297-massive-government-and-private-sector-job-cuts-coming?source=feed#comment-196456 196456 Tue, 01 Jul 2008 08:54:46 -0400 http://seekingalpha.com/article/82381-point-of-no-return-or-perfect-buying-opportunity?source=feed#comment-191615 191615 Thanks
We need more WH von Dreel in our posts.]]> Tue, 24 Jun 2008 08:25:23 -0400 Thanks
We need more WH von Dreel in our posts.]]> http://seekingalpha.com/article/80919-bp-ceo-three-oil-myths?source=feed#comment-183333 183333
The only thing really that we as a nation have to fear is the United States Congress. Because they have a monopoly on power, Congress has the unique ability to frustrate Energy progress. Congress may well add to the energy crisis they created and engineer a genuine catastrophy. [NOTE: Other catastrophies Congress created include primary education (teachers union protection), public housing ($1T spent to build crime/drug incubators), college tuition inflation (tidal subsidies), health uninsured (tax laws), tort mafia barons (tort law driven), confiscatory taxation (we, you, pay >50% counting all direct and indirect taxes), race relations (quotas), Iraq (maybe), forclosures (Negative interest rates--Humphrey Hawkins driven), Torture Porn/Hollywood (legal "protection"), Border Non-control (accusations of 'racist'), overpaid CEOs (ironically, compensation limit tax laws) and so on. Congress creates most of the biggest problems, headaches, and indignities we face. The ingenuity and common decency of most Americans then helps to address, if not solve, them.

The best we can hope for from Congress, is that they will limit their damage. If they spend less than, say, half a $ trillion on subsidies & pork, and don't frustrate or tax to death the ability and willingness of Engineers, Entrepreneurs, and Investors to create new sources of energy, we will be OK. We can be sure Supply and Demand, and Adam Smith's "invisible hand" will work their magic.

Tax policy matters. Replacing bad taxes with less damaging taxes is a promising idea. Unfortunately, knowning Congress, they will likely pass big new taxes, and keep the former taxes, too. This is what they are trying to do with Cap & Trade, a massive new Tax & Spend regime being debated today.

On the hopeful side, if Congress will only huff and puff, but do no serious regulatory damage, we have a chance. As mentioned, an Entrepreneurial, Pro Growth tax policy would help. The best example would be an energy or carbon tax to replace taxes on growth, employment, and investment--helpful, but not indispensable.

Good Luck!
]]> Wed, 11 Jun 2008 10:57:51 -0400
The only thing really that we as a nation have to fear is the United States Congress. Because they have a monopoly on power, Congress has the unique ability to frustrate Energy progress. Congress may well add to the energy crisis they created and engineer a genuine catastrophy. [NOTE: Other catastrophies Congress created include primary education (teachers union protection), public housing ($1T spent to build crime/drug incubators), college tuition inflation (tidal subsidies), health uninsured (tax laws), tort mafia barons (tort law driven), confiscatory taxation (we, you, pay >50% counting all direct and indirect taxes), race relations (quotas), Iraq (maybe), forclosures (Negative interest rates--Humphrey Hawkins driven), Torture Porn/Hollywood (legal "protection"), Border Non-control (accusations of 'racist'), overpaid CEOs (ironically, compensation limit tax laws) and so on. Congress creates most of the biggest problems, headaches, and indignities we face. The ingenuity and common decency of most Americans then helps to address, if not solve, them.

The best we can hope for from Congress, is that they will limit their damage. If they spend less than, say, half a $ trillion on subsidies & pork, and don't frustrate or tax to death the ability and willingness of Engineers, Entrepreneurs, and Investors to create new sources of energy, we will be OK. We can be sure Supply and Demand, and Adam Smith's "invisible hand" will work their magic.

Tax policy matters. Replacing bad taxes with less damaging taxes is a promising idea. Unfortunately, knowning Congress, they will likely pass big new taxes, and keep the former taxes, too. This is what they are trying to do with Cap & Trade, a massive new Tax & Spend regime being debated today.

On the hopeful side, if Congress will only huff and puff, but do no serious regulatory damage, we have a chance. As mentioned, an Entrepreneurial, Pro Growth tax policy would help. The best example would be an energy or carbon tax to replace taxes on growth, employment, and investment--helpful, but not indispensable.

Good Luck!
]]> http://seekingalpha.com/article/78958-the-u-s-credit-crisis-major-paradigm-shift?source=feed#comment-174714 174714 Tue, 27 May 2008 16:57:37 -0400