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Qniform

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  • This Gold Slam Is A Massive Wealth Transfer From Our Pockets To The Banks [View article]
    "The burnt customer certainly prefers to believe that he has been robbed rather than that he has been a fool on the advice of fools."

    Fred Schwed

    P.S. I'm long gold, permanently, but I don't type in caps or wear tinfoil hats...
    Apr 16, 2013. 01:23 AM | 26 Likes Like |Link to Comment
  • Here's The Alarming Table Kinder Morgan Doesn't Want You To See [View article]
    And speaking of the sector, the numbers in the second chart compare apples and oranges - the debt ratios held by KMI are better compared with utilities, which are equally capital intensive businesses. Epic fail at both a face saving article and a sour grapes piece.
    Aug 12, 2014. 04:13 PM | 18 Likes Like |Link to Comment
  • Debt ceiling debate reportedly over [View news story]
    Amid all the dysfunction, does anyone actually remember that we MUST borrow to keep the government running? We MUST raise the debt limit just to keep current with "normal" operations?

    Is anyone here OK with using credit cards (to pay credit cards) which fund an unsustainable lifestyle? However crazy the TPs talk and however unreasonable their tactics appear, at least they are trying to do something. How else is it happening?

    No pain for us, though. Just send it along to our kids and grandkids.
    Oct 16, 2013. 11:19 AM | 11 Likes Like |Link to Comment
  • Gilead Sciences Gets Ambushed By The Patent Troll, AbbVie [View article]
    Did you even read this article?
    Nov 13, 2014. 11:12 AM | 9 Likes Like |Link to Comment
  • Statoil: Excellent Q1 Trounces Estimates; Here Come The Dividends [View article]
    Conspiracy theories and apocalyptic predictions are not conducive to investment success.
    Apr 29, 2014. 11:43 AM | 9 Likes Like |Link to Comment
  • OPKO Health Inc. And Rayaldy [View article]
    Well buffett, his definition of available funds may be cash not otherwise invested cash. Aren't you making some unwarranted assumptions? Smart?

    I agree that OPKO is a good candidate for a high risk - high return investment, and I also have invested all available funds (for that kind of investment).
    Oct 11, 2013. 04:27 AM | 9 Likes Like |Link to Comment
  • The Invidious Reach Of Personal-Finance Snake Oil [View article]
    I don't know much about the others, but Ramsey isn't about getting rich, but about getting out of trouble (debt). While his message and methods are pretty obvious, my son benefited a lot. I would have told him myself, but of course he wouldn't listen to ME... :)
    Jan 14, 2013. 05:55 PM | 9 Likes Like |Link to Comment
  • Sell Intel, Buy Qualcomm? [View article]
    Thanks for the comparison AE. Just a suggestion on presentation - keep the color key consistent in the charts. It's confusing for blue to be INTC in one & QCOM in all the rest.
    Mar 16, 2014. 04:16 PM | 8 Likes Like |Link to Comment
  • Cimatron - Entering The 3-D Printing Software Market With Record Growth And Trailing P/E Of 16 [View article]
    JB, I appreciate your insights from within the industry. Still, I'm having trouble squaring some of your views with the financials. The stock price is not typical 3D printing hype - there are actual earnings at a reasonable multiple, and it's a business model that currently makes money. There is also rapid bottom line growth over the past three years. So, how is it that their marketing is poor? While I appreciate your input about poor after sale support (and product management), the selling seems to be doing fine. Can you expand on why you think the company has such poor prospects when the numbers say otherwise?
    Mar 13, 2014. 01:22 AM | 8 Likes Like |Link to Comment
  • ModernGraham Valuation Of Realty Income Corp. [View article]
    I will hazard a guess that the evaluation methodology is entirely inappropriate for Equity REITs, and that there is not a single REIT that would ever pass either test. Should we conclude tht Graham would never have owned a REIT? I think not.
    Dec 24, 2013. 10:01 PM | 8 Likes Like |Link to Comment
  • Regaining And Maintaining Trust In Digital Realty [View article]
    You know Palladium, I'm beginning to wonder why you present comments the way you do.

    1. You have intimated a couple of times that CTL presents a risk without stating exactly how. Why the innuendo?

    2. You seem to think the JV occupancy differential had a material effect on the overall DLR average, i.e. that a big percentage of total footage was dropped down to the JV. Do you have any basis for that? Note that you assume that 100% occupancy equals "best performing properties, and you really don't know that either (although full occupancy obviously helps, so does lease rate).

    3. An 80-20 joint venture gives up 80% of FFO, not more. Further, DLR will have some development and management personnel cost absorbed by the JV in the same ratio.

    4. Why do you believe they "probably also guaranteed" the financing? A capital gain will be at a lower rate to unit holders, if actually distributed. The guarantee probably matched the cost split seen here http://bit.ly/1bBVLU0 Anyway, I think Prudential's A+ rating would draw better terms.

    5. Finally, in talking about this same subject a couple of times you fail to mention the $100+ million accounting gain over the property carrying cost. Why is that not worth mentioning? It's north of 30% and the properties aren't nearly old enough to have depreciated anywhere near that.

    What DLR has done is very similar to how a general partner in an MLP drops down assets. DLR has actually made quite a deal in that respect, and it really baffles me why you believe "it looks like a pretty sweet deal for Prudential, but not so much for DLR." It looks pretty good for both of them IMO.

    At any rate, you seem to have something of a whisper campaign here, albeit a very subtle one. Have you ever owned DLR?
    Oct 7, 2013. 03:15 AM | 8 Likes Like |Link to Comment
  • Kinder Morgan: Why A Bird In The Hand Is Worth More Than 2 In The Bush [View article]
    While I agree with the conclusion about the prospect for Kinder Morgan, the prognosis for higher rates is FAR from a foregone conclusion. Admittedly the Fed would like to be able to raise rates - the question is will they be able to do so? Deflationary pressures in EU and China and just about everywhere else argue not. Further, some would say that the recovery here is not all that robust.

    This was released before the latest Fed announcement. Compare what didn't happen with what it says. http://bit.ly/1n5zxA1
    Sep 25, 2014. 10:48 PM | 7 Likes Like |Link to Comment
  • Let's Talk About The Nifty Fifty And Dividend Growth Investing [View article]
    Sheesh, is that the best DGI news there is? That your list did 0.55% better than the now available index?

    So my conclusion is that right now the index is a better choice if not for simplicity, but to have a single trade vs. whatever your list will include. I'm not even going to argue the pitfalls of investor psychology applied to each individual name, or what choices are picked going forward from now.
    Sep 25, 2014. 10:36 PM | 7 Likes Like |Link to Comment
  • Cimatron - Entering The 3-D Printing Software Market With Record Growth And Trailing P/E Of 16 [View article]
    JB, unfortunately that sort of prognostication doesn't overcome the financial record. When someone says something like - "To understand why Cimatrons [sic] numbers look good right now you have to understand the CADCAM business" - it makes me think there is nothing specific to say about the question I asked. I have a sufficient understanding of business even if I'm not an expert in CAM.

    I understand software like AutoCAD and Intergraph, and user friendliness is not the primary driver of those companies' business prospects. Installed user base is much more important, and users themselves don't typically make those decisions. Management does.

    Your own view of the product in use is apparently not reflected in the company financials over quite some time. This objective disconnect, plus your seeming inability to make a specific case about business results makes me more confident in CIMT as an investment.
    Mar 13, 2014. 03:13 PM | 7 Likes Like |Link to Comment
  • Realty Income Corp declares $0.18248 dividend [View news story]
    Just because it's a squalid increase, there's no need to be rude. Telling someone to pipe down - were you so very helpful? That's how you roll, eh?
    Mar 12, 2014. 12:34 PM | 7 Likes Like |Link to Comment
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