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  • Update: Two Harbors Announces Dividends But They May Be Unsustainable [View article]
    Wade, I believe you're correct. Of course there is the possibility that
    some of his contributions were made without benefit of a deduction
    which would make them completely tax free. As I see it, distributions
    from a regular IRA are taxed as ordinary income, or in some cases
    partially not taxed, but never as capital gains.
    Dec 17, 2014. 05:42 PM | Likes Like |Link to Comment
  • Is Johnson & Johnson A Stock Worth Having In The Portfolio Right Now? [View article]
    Richin...I gave you the answer a couple of days ago but apparently it was not seen. I am a former accountant and currently use Turbo Tax. I am
    in the same position you are in with the carryover long term losses. All current gains (both long and short term) are offset by the long term capital loss carryover. If you still have a loss after doing so, $3,000 of that loss is deducted in the current year. The remainder is carried over to the nexr year where the cycle repeats. For individuals. long term capital losses can be carried over indefinitely.
    Nov 17, 2014. 11:17 AM | Likes Like |Link to Comment
  • Is Johnson & Johnson A Stock Worth Having In The Portfolio Right Now? [View article]
    To Richin,

    Yes, I have also been carrying long term capital losses into current years
    and offsetting all gains (long and short term) against those losses. You
    can definitely do so under the tax rules.
    Nov 14, 2014. 01:11 PM | Likes Like |Link to Comment
  • 4 Reasons Intel Is Worth Buying [View article]
    My only concern about Intel is that everybody is starting to like it. I've
    owned it for many years and it has almost always been my biggest holding.
    Unfortunately, history shows us that when everyone jumps on the bandwagon, there is often reason for concern...not enough though to have me change my position, but I wish it weren't so.
    Jul 21, 2014. 01:58 PM | 1 Like Like |Link to Comment
  • PDL BioPharma: Bringing In Assets, Generous Dividend And Cheap Valuations Add To Upside [View article]

    Its fundamentals look so good! Any idea why it sells at such low multiples?
    Unless I'm missing something, it should be selling at twice its current price.
    May 21, 2014. 11:37 AM | Likes Like |Link to Comment
  • Microsoft: Why $38 Looks Enticing [View article]
    I, as well, agree with both troberts 3 and achi. For the life of me, I could never
    understand why a stock (any stock) is so enticing at 38 but not at all enticing at
    39. If it's a great deal at 38 how could it not be a great deal at 39 or 40? If you
    are looking to make a profit of one or two dollars only, I would not consider
    such profit as a great deal. If you like the prospects of a stock be satisfied that
    you are buying it at a couple of dollars off its high.....or buy it at its high if you
    really like it. If your feeling turns out to be right you will kick yourself for missing
    the boat. If your feeling turns out to be wrong, you will will have lost 39 or 40
    instead of 38. I don't find the difference to give me much solace.
    May 19, 2014. 06:16 PM | 4 Likes Like |Link to Comment
  • What Are The Implications Of Bill Gates Potentially Selling Off All His Microsoft Stock? [View article]
    Without knowing all the actual facts and simply using logic, it makes sense that Gates would have started a systematic plan to divest himself of a good chunk of Microsoft. Why would anyone want to have all of his eggs in one basket? Here is the world's richest individual, who, for whatever the reason, has developed a real interest in philanthropy. He obviously knew he would be spending less time with the company; would be getting older and would want to protect his assets for many reasons. Why would anyone want to keep all of his billions invested in one company, regardless of its future prospects? The fact that he intends to retain a very sizable portion of his stock in Microsoft bodes well for his feeling about its
    future prospects. On a personal note, when I was younger, I often had all of my money invested in one company and at times in only the options of one company. Now that I am older, that is the very last thing that I would do because it is potential suicide!
    May 8, 2014. 12:16 PM | 2 Likes Like |Link to Comment
  • What Are The Implications Of Bill Gates Potentially Selling Off All His Microsoft Stock? [View article]
    To User 33328,

    How can you say that Bill Gates sells only at Microsoft highs when it is common
    knowledge and well documented that he has sold the same number of shares
    every quarter for over a decade?
    May 6, 2014. 09:36 PM | 2 Likes Like |Link to Comment
  • My Best Yield Idea: RBS Preferreds [View article]
    Thank you, Vivian, for your knowledgeable and useful comments. Wish you
    could have continued to be a SA contributor. IMO we have lost an interesting and well informed source on this site and I, for one, miss it.
    May 3, 2014. 12:47 PM | Likes Like |Link to Comment
  • Big Data May Mean Big Growth And Big Profits For Intel [View article]

    Very good and insightful article as usual. Thank you for sharing your
    thoughts and your common sense approach to your articles.
    Apr 3, 2014. 05:46 PM | 5 Likes Like |Link to Comment
  • History Suggests Intel Will Succeed In Mobile [View article]

    IMO this is one of your better, well thought out articles (and your have written many excellent ones.) Of course, time will tell if history repeats itself but, in spite of the doom and gloomers' comments, I see no real difference between "this time" and all of the previous times. And on the subject of history, it is full of situations where companies, less formidable than Intel, have come from behind to become the dominant leader in their fields....Google, in Search, and Apple come to mind. Even Microsoft got off to a slow
    start as a Browser with its IE (though, admittedly, they bullied their way into the field.) The point is that whether or not it happens, a company cannot be counted out simply because it started late. Your article proves this point with factual illustrations of the very company in question.
    Feb 17, 2014. 09:56 AM | 3 Likes Like |Link to Comment
  • IDC: PC shipments fell 7.6% Y/Y in Q3, better than feared [View news story]
    Hamdy, I could not have said it better myself. Right on!!!

    "I cannot imagine corporations and professionals have all of the sudden decided to use tablets and smart phones instead of laptops, workstations and servers. It does not make any sense."
    Oct 9, 2013. 08:44 PM | 2 Likes Like |Link to Comment
  • Benedict Evans sums up the Ballmer era at Microsoft (MSFT): As late as 2009, more than 90% of connected devices had Microsoft operating systems, but it's now below 25%. MSFT is "not quite utterly irrelevant, but they are fast becoming Maytag - a reliable manufacturer of a needed if unsexy utilitarian appliance," Barry Ritholtz writes. Evans: "An overnight collapse can take a long time." [View news story]
    Blair, Ruffdog

    I believe Michael meant Jan 2015 strike price of 35 (not 25.)
    Jul 27, 2013. 11:56 AM | Likes Like |Link to Comment
  • My Best Yield Idea: RBS Preferreds [View article]
    You are so right about how we have veered away from RBS.
    On this subject, may I ask if you still feel as strongly about the
    RBS preferreds? Could you comment briefly as to why?
    (Either way) Given their payouts and their low prices, they
    look extremely tempting and I have been thinking of adding
    to my positions.
    Jul 17, 2013. 12:50 PM | Likes Like |Link to Comment
  • Intel Is Likely To Report A Miss July 17, But Fear Not - It Should Not Matter [View article]
    Thank you for what I consider to be a well thought out article and for your views on Intel's progress. I have followed your comments in the past and I, for one, have always placed a great deal of importance on each one of them. Your common sense point of view is very refreshing, especially when contrasted with some of the critical comments which are made out of pure emotion.
    Please continue to write and comment on one of my favorite
    companies and my largest holding.
    Jul 14, 2013. 10:02 AM | 1 Like Like |Link to Comment