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  • Intel: Busting Another False Myth  [View article]

    I really appreciate your hard work and insight.

    But, I cringe every time I see phrases like:
    “Oh, and don't forget that Intel's transistors are much smaller than the competitions' ...”
    “Oh, and TSMC's "16nm" is really 16nm FinFETs ...”

    as it it's an afterthought. That phraseology seems to be in vogue nowadays but why not just leave off the "Oh," since we all know it's not an afterthought, just the current fad in Internet speak.

    And did I mention, I really appreciate your hard work and insight?
    May 11, 2013. 08:44 PM | 1 Like Like |Link to Comment
  • 3 Ways The Dow Is Lying - What Does It Mean?  [View article]
    I don't understand your analogy.

    Some people, in order to put on a negative spin, like to rewrite history by adjusting numbers to reflect inflation, reflect the price of gold, allow for currency fluctuations if they live in a foreign country, the list goes on.

    I disagree with that philosophy though it should be recognized that inflation takes it's toll on any asset, including gold if you're inclined to invest in gold. Maybe the article should have been titled "3 ways gold is lying".

    But the point of my post was that the "3 ways the dow is lying" has absolutely nothing to do with the Dow, the S&P500, gold, Apple stock, or my car.
    May 3, 2013. 11:25 AM | Likes Like |Link to Comment
  • 3 Ways The Dow Is Lying - What Does It Mean?  [View article]
    The DJIA is not lying. It shows the price of the 30 stocks compared to some previous point in time. Nothing more, nothing less.

    Don't blame inflation on the "Dow". It has nothing to do with it.

    Don't blame the unemployment rate on the "Dow". It has nothing to do with it.

    Don't blame the employment/population ratio on the "Dow". It has nothing to do with it.

    More and more I'm disappointed with the quality and content of articles posted on Seeking Alpha.

    The "Dow" does an excellent job for what it was designed to do. Trying to use a hammer when a screwdriver is required is a fault of the user, not the tool.
    May 2, 2013. 07:48 PM | 2 Likes Like |Link to Comment
  • Food Stamps: The Most Accurate Economic Indicator  [View article]
    You may be right. Since March 2009 the number of recipients on food stamps has pretty much risen in lockstep with the markets.

    Now it looks to me like the increase of recipients has started to level off.

    Should the number of recipients start to decline, maybe the markets will too.

    Or did I misunderstand your article?
    Apr 25, 2013. 07:50 PM | Likes Like |Link to Comment
  • Record Demand Lifts Gold Prices, U.S. Mint Suspends Sales  [View article]
    One has to ask: Is it a production problem or a supply problem?

    There seems to be more supply than demand since the price of gold had declined so much. I'd say it may be a production problem or a balancing of inventories.
    Apr 24, 2013. 08:33 PM | 2 Likes Like |Link to Comment
  • U.S. Government's New Way Of Calculating GDP  [View article]
    Re: "As this adjustment in GDP calculation is pretty significant, I will discuss the new items in the U.S. GDP, what the consequences are and how investors should act on this revision in statistics."

    There are no consequences for investors. Investors buy companies they believe will be profitable in the future and will increase in value and return dividends or capital gains to shareholders.

    Traders and speculators may be affected if they think they have an edge because they use models that use GDP, but in reality, it's just an academic exercise.

    To buy or sell a business based upon its relationship to GDP doesn't make sense.
    Apr 24, 2013. 08:22 PM | 4 Likes Like |Link to Comment
  • Did Your Market Come Back?  [View article]
    So am I to believe Sy's picks from 1990 or whenever are his benchmarks?

    And they have all came back? And he didn't change with the changing times?

    Or is that his point? Not clear to me.
    Apr 17, 2013. 08:05 PM | Likes Like |Link to Comment
  • Is The U.S. Economy In Trouble?  [View article]
    Okay, I finally went to the Zerohedge website.

    Your referenced chart appears to be, but not labeled as such, to be some sort of monthly change, not total sales. Look at the first two charts and compare the volume numbers with the referenced chart.

    I don't think I'm the one that has a problem.
    Apr 10, 2013. 09:09 PM | Likes Like |Link to Comment
  • Is The U.S. Economy In Trouble?  [View article]
    Doug Short seems to disagree with Zerohedge.


    But who the hell is he?
    Apr 10, 2013. 08:41 PM | Likes Like |Link to Comment
  • Is The U.S. Economy In Trouble?  [View article]
    Whenever I see a statistic that shows such a dramatic change, i.e., over 50% drop, I go back and question the source.

    Do you really believe gasoline consumption was cut in half in the last 6 years? All while the population was increasing.
    Apr 9, 2013. 01:51 PM | 1 Like Like |Link to Comment
  • General Electric And Caterpillar Shares Could Be Indicating That A Market Correction Is Coming  [View article]
    Substitute "speculator" for "investor" and this article makes sense.

    Speculate at your own risk. Or is that redundant.
    Mar 26, 2013. 08:54 PM | 3 Likes Like |Link to Comment
  • 'Sell In May And Go Away' Might Come Early This Year  [View article]
    Absolutely Tom,

    There was no government pressure for banks to make equity cash out loans on existing properties. Those cash outs almost destroyed our condominium association and many others in Florida. We are still paying the price.
    Mar 12, 2013. 09:36 PM | 2 Likes Like |Link to Comment
  • After The Dow Record Close: What Comes Next?  [View article]
    Re: "If we see either fiscal drag-induced economic weakening or evidence that the economy can stand on its own two feet -- meaning the Fed could take its foot off the accelerator -- I would expect some pullback in stocks."

    So if the economy is improving, it's time to try to time the market rather than hold on and reap the rewards. Got it!
    Mar 6, 2013. 08:45 PM | Likes Like |Link to Comment
  • Why Microsoft And Intel Investors Should Be Glad The Stocks Are Languishing  [View article]

    I stand corrected. I took his statement to mean the starting dividends were $5,000. "All your increase in portfolio value will come from the current dividend, paid quarterly, which INTC will raise annually."

    My apologies to HiLo.
    Mar 2, 2013. 12:08 PM | 2 Likes Like |Link to Comment
  • Why Microsoft And Intel Investors Should Be Glad The Stocks Are Languishing  [View article]

    Don't jump to conclusions too quickly. In HiLo's example of NoDiv the initial investment was $5,000. So to be fair, The initial investment in Intel should be $5,000. With $5,000 to invest at $20 per share, he could only start with 250 shares and his first year's dividends would be 250 times $0.90, or $225.00. Compounding that on a back of an envelope nets approximately $11,700 over 30 years in dividends.
    Mar 2, 2013. 09:05 AM | Likes Like |Link to Comment