Dividends Anonymous's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/272006/comments http://seekingalpha.com/article/108438-jerry-yang-s-blunder-worst-business-decision-ever?source=feed#comment-317711 317711 Sun, 30 Nov 2008 16:48:38 -0500 http://seekingalpha.com/article/108370-10-etfs-to-be-thankful-for?source=feed#comment-317708 317708 Sun, 30 Nov 2008 16:43:49 -0500 http://seekingalpha.com/article/108421-is-bankrupt-britain-trending-towards-hyper-inflation?source=feed#comment-317362 317362 Sun, 30 Nov 2008 07:18:25 -0500 http://seekingalpha.com/article/108381-pre-packaged-bankruptcy-is-gm-s-only-option-barron-s?source=feed#comment-317360 317360
More of the same, which will only perpetuate the cycle of boom/bust for the NA automakers. Sad, because GM could be a force globally if they only were proactive in managing their long-term obligations.]]> Sun, 30 Nov 2008 07:14:23 -0500
More of the same, which will only perpetuate the cycle of boom/bust for the NA automakers. Sad, because GM could be a force globally if they only were proactive in managing their long-term obligations.]]> http://seekingalpha.com/article/108434-how-much-does-the-bailout-really-cost?source=feed#comment-317358 317358 Sun, 30 Nov 2008 07:12:23 -0500 http://seekingalpha.com/article/108346-the-way-smart-money-diversifies-risk?source=feed#comment-317356 317356 Sun, 30 Nov 2008 07:11:00 -0500 http://seekingalpha.com/article/106744-apple-s-greatest-idea-yet?source=feed#comment-309816 309816 Wed, 19 Nov 2008 10:13:25 -0500 http://seekingalpha.com/article/106668-four-commonsense-clues-to-a-genuine-market-bottom?source=feed#comment-309810 309810 Wed, 19 Nov 2008 10:09:44 -0500 http://seekingalpha.com/article/106814-hp-shows-strength-as-its-competitors-flail?source=feed#comment-309806 309806
Everyone is going to see competitive threats but the companies with the strongest cashflow and able to execute on a competitive growth strategy will be able to make considerable gains on the other side of this economic cycle. Technology is needed in a global economy and HPQ is a great company to gain exposure to either directly or indirectly.]]> Wed, 19 Nov 2008 10:06:19 -0500
Everyone is going to see competitive threats but the companies with the strongest cashflow and able to execute on a competitive growth strategy will be able to make considerable gains on the other side of this economic cycle. Technology is needed in a global economy and HPQ is a great company to gain exposure to either directly or indirectly.]]> http://seekingalpha.com/article/106494-general-motors-time-to-pull-the-plug?source=feed#comment-308909 308909 The bottom line is that workers are overpaid for their work and that contributes to the broken business model. Do GM workers deserve to make more than engineers, nurses or teachers? When you measure meaningful productivity the UAW's are overpaid on wages and benefits. Yes they got that because of the big 3's sickening addiction to SUV's and higher margin vehicles but UAW management should have been smart enough to see that as unsustainable.
Capitalism works best when the weak are allowed to fail. There are no freebies in business and Chapter 11 is calling their names. That will make them more competitive - not a bailout or infusion of funding]]> Tue, 18 Nov 2008 10:59:12 -0500 The bottom line is that workers are overpaid for their work and that contributes to the broken business model. Do GM workers deserve to make more than engineers, nurses or teachers? When you measure meaningful productivity the UAW's are overpaid on wages and benefits. Yes they got that because of the big 3's sickening addiction to SUV's and higher margin vehicles but UAW management should have been smart enough to see that as unsustainable.
Capitalism works best when the weak are allowed to fail. There are no freebies in business and Chapter 11 is calling their names. That will make them more competitive - not a bailout or infusion of funding]]> http://seekingalpha.com/article/106445-general-electric-genuine-risk-of-collapse?source=feed#comment-308900 308900
Current management has created zero shareholder value and run the financial arm of the company into the ditch. The rest of the businesses are actually worth something and over the long-term will grow the company in meaningful ways. Cut the fat & this beast will begin a revival that sells what the world needs for industrial innovation.]]> Tue, 18 Nov 2008 10:53:26 -0500
Current management has created zero shareholder value and run the financial arm of the company into the ditch. The rest of the businesses are actually worth something and over the long-term will grow the company in meaningful ways. Cut the fat & this beast will begin a revival that sells what the world needs for industrial innovation.]]> http://seekingalpha.com/article/106410-a-guide-to-water-investing-desalination?source=feed#comment-308274 308274 Mon, 17 Nov 2008 16:56:50 -0500 http://seekingalpha.com/article/106412-let-gm-fail?source=feed#comment-308267 308267 Mon, 17 Nov 2008 16:51:17 -0500 http://seekingalpha.com/article/104521-digging-into-shipping?source=feed#comment-301263 301263 Sun, 09 Nov 2008 13:14:07 -0500 http://seekingalpha.com/article/102914-is-apple-more-undervalued-than-other-tech-sector-stocks?source=feed#comment-295242 295242
The products are great, but you're buying the business when you purchase the stock and there's a big different between the two.

Great article.]]> Fri, 31 Oct 2008 12:57:12 -0400
The products are great, but you're buying the business when you purchase the stock and there's a big different between the two.

Great article.]]> http://seekingalpha.com/article/102784-nokia-too-cheap-to-ignore?source=feed#comment-295240 295240 Fri, 31 Oct 2008 12:53:47 -0400 http://seekingalpha.com/article/103279-11-stocks-selling-below-cash?source=feed#comment-295239 295239 Fri, 31 Oct 2008 12:50:41 -0400 http://seekingalpha.com/article/103064-becton-dickinson-and-co-poised-for-growth?source=feed#comment-294759 294759 BAX) to BDX in the same space, but BDX isn't a horrible company to own in this environment.]]> Thu, 30 Oct 2008 21:17:55 -0400 BAX) to BDX in the same space, but BDX isn't a horrible company to own in this environment.]]> http://seekingalpha.com/article/102997-discerning-the-value-of-market-dividend-yields?source=feed#comment-294757 294757 Thu, 30 Oct 2008 21:16:27 -0400 http://seekingalpha.com/article/102904-value-investors-could-do-far-worse-than-apple?source=feed#comment-294330 294330
I have no clue why any company would compete on price in order to grow sales or secure more market share. Margins are how you make money and in this environment a company should be protecting them rather than exploiting them on the downside. Apple's revenue isn't even diversified anymore among a few products - its heavily reliant on one product.

I don't own it and wouldn't regardless of how good its products are or how well its R&D division is run. On the most basic metric that I evaluate a business (operating gross margins) this stocks fails.]]> Thu, 30 Oct 2008 11:39:42 -0400
I have no clue why any company would compete on price in order to grow sales or secure more market share. Margins are how you make money and in this environment a company should be protecting them rather than exploiting them on the downside. Apple's revenue isn't even diversified anymore among a few products - its heavily reliant on one product.

I don't own it and wouldn't regardless of how good its products are or how well its R&D division is run. On the most basic metric that I evaluate a business (operating gross margins) this stocks fails.]]> http://seekingalpha.com/article/102368-don-t-be-fooled-inflation-is-coming?source=feed#comment-294319 294319 Commodity bulls look at the rise in operating expenses as the reason for continue strong commodity prices but when you have everyone gunning for production & exploration that is not sustainable someone has to pay for all that. Emerging markets need those raw materials, but they're not going to pay astronomical prices for the stuff just because that is what it "costs" to produce. Supply & demand....just wait until that actually is reflected in commodity prices and not because the USD has risen dramatically. The commodity BOOM is bust and while the world still needs it we're not likely to see prices anywhere near where they were for a long-time. There's now too much supply and we know that demand will moderate.
Its simple economics of a rational perspective.]]> Thu, 30 Oct 2008 11:34:24 -0400 Commodity bulls look at the rise in operating expenses as the reason for continue strong commodity prices but when you have everyone gunning for production & exploration that is not sustainable someone has to pay for all that. Emerging markets need those raw materials, but they're not going to pay astronomical prices for the stuff just because that is what it "costs" to produce. Supply & demand....just wait until that actually is reflected in commodity prices and not because the USD has risen dramatically. The commodity BOOM is bust and while the world still needs it we're not likely to see prices anywhere near where they were for a long-time. There's now too much supply and we know that demand will moderate.
Its simple economics of a rational perspective.]]> http://seekingalpha.com/article/102080-are-these-seven-defensive-blue-chips-finally-a-good-buy?source=feed#comment-293719 293719 Wed, 29 Oct 2008 15:27:54 -0400 http://seekingalpha.com/article/101924-my-take-on-this-very-risky-market?source=feed#comment-293717 293717
I look forward to reading more of your insights Larry.]]> Wed, 29 Oct 2008 15:26:25 -0400
I look forward to reading more of your insights Larry.]]> http://seekingalpha.com/article/100642-why-oil-and-gold-are-headed-much-higher?source=feed#comment-290036 290036 Fri, 24 Oct 2008 22:13:00 -0400 http://seekingalpha.com/article/101805-the-recession-is-already-priced-into-stocks?source=feed#comment-290034 290034 Fri, 24 Oct 2008 22:11:10 -0400 http://seekingalpha.com/article/101804-five-behaviors-for-making-money-now?source=feed#comment-290031 290031 Fri, 24 Oct 2008 22:09:23 -0400 http://seekingalpha.com/article/101693-dividend-investing-eight-companies-with-positive-feedback?source=feed#comment-290030 290030 Fri, 24 Oct 2008 22:08:07 -0400 http://seekingalpha.com/article/100131-11-more-potential-buys?source=feed#comment-284799 284799 Fri, 17 Oct 2008 15:40:42 -0400 http://seekingalpha.com/article/99946-dividend-cuts-time-to-sell?source=feed#comment-282719 282719 Wed, 15 Oct 2008 07:40:03 -0400 http://seekingalpha.com/article/99642-are-analysts-being-fooled-by-the-data?source=feed#comment-282350 282350 Tue, 14 Oct 2008 16:23:09 -0400