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  • Are Chinese Whispers Distorting Your View?  [View article]
    One of the best articles I have read in awhile
    Sep 17, 2015. 06:20 PM | Likes Like |Link to Comment
  • The REIT Dividend Delusion  [View article]
    You posit two completely different scenarios to unfairly compare these two investments. On one hand the PFDs may fall to zero, yet the common will continually rise? This comparison makes no sense.
    Mar 16, 2015. 04:40 PM | 4 Likes Like |Link to Comment
  • Valuing Altria: Putting A Price Tag On The Big Tobacco  [View article]
    Seekingalpa does not write articles. A consortium of writers do and submit them for publishing. There is no conspiracy.
    Feb 17, 2015. 02:48 PM | 1 Like Like |Link to Comment
  • Frontier Communications Headed For Financial Disaster  [View article]
    If you are reinvesting dividends, it is mathematically impossible to go negative.
    Feb 5, 2015. 09:13 PM | Likes Like |Link to Comment
  • U.S. Tobacco Industry Suffers Slow Death: Altria Trading At Premium Despite Major Headwinds  [View article]
    You must not realize how this site works. It is a conglomeration of bloggers. Many different opinions. There is no conspiracy to take your money.
    Feb 2, 2015. 12:52 AM | 1 Like Like |Link to Comment
  • Sprint Favored In T-Mobile Buyout Due To Interest Rate Arbitrage And Better Capitalization  [View article]
    We'll done. I think you are absolutely correct.
    Dec 22, 2013. 11:52 AM | 1 Like Like |Link to Comment
  • To Sell Or Not To Sell, This Is The Question  [View article]
    Selling an equity when it is overvalued (I realize this is a relatvie term) makes sense. Selling once an equity has risen X% does not. One never knows when we are in an overextended market until after the fact. See some of the other comments for anecdotes on why your strategy fails time and time again.

    Ultimately if you do not care to own best in breed companies and feel easy moving on to less green pastures, then go ahead and continue to trade in and out of positions. But, you are asymetrically adding risk with little reward. It is akin to going all-in in Texas Hold'Em every hand. You will steal the blinds (peanuts) almost every time, but someone is going to bust you eventually.
    Dec 16, 2013. 02:15 PM | 1 Like Like |Link to Comment
  • To Sell Or Not To Sell, This Is The Question  [View article]
    Because it works until it doesn't.
    Dec 16, 2013. 01:48 AM | 1 Like Like |Link to Comment
  • To Sell Or Not To Sell, This Is The Question  [View article]
    You need to consider Jeff's advice again. Your current outlook is comparing apples and oranges. YOC is irrelevant when comparing decisions you will make today.
    Dec 16, 2013. 01:47 AM | 2 Likes Like |Link to Comment
  • Why 401K Investors Should Move To Cash  [View article]
    Condescending drivel. I am a little shocked that this was even published.
    Dec 8, 2013. 12:36 PM | 53 Likes Like |Link to Comment
  • Aflac: Still Cheap Despite The Recent Price Run-Up  [View article]
    If we all knew a correction was coming it would have already happened.
    Dec 4, 2013. 10:33 PM | 8 Likes Like |Link to Comment
  • Chimera Investment - Overlooked Housing Play With Substantial Upside  [View article]
    Leehoffman has stated the the opposing viewpoint extremely well. I am a current shareholder, but I am increasingly uneasy as to why they cannot get these filings completed in a timely manner. You make some solid points, but this overhang prevents me from increasing my position at this time.
    Oct 1, 2013. 02:08 PM | Likes Like |Link to Comment
  • Annaly Capital: As Prepayments Accelerate, Further Diversification May Be Needed  [View article]
    Everyone who has read this article should read and re-read this comment by Positive Concavity. It succinctly explains why the author is completely wrong on her premise. mReits may still fall and lose money, but not for the reasons she stated. My personal opinion is this a great time to get long, but to each his own.
    Sep 6, 2013. 05:07 PM | Likes Like |Link to Comment
  • A New Approach To Deposit Insurance  [View article]
    Ignoring some of the odd grammar and rambling, I still have to disagree with the author. Giving people who know nothing about finance an opportunity to risk their savings for a minor increase in interest income is asinine.

    If we have learned anything from history, specifically the housing crisis in the US, is that people will do whatever feels good. If someone will give me a bigger house, I take it. If I can get more return with Madoff, I take it. If I can $40 a year more in interest while risking a significant portion of my net worth, I take it.

    The reason this insurance exists is to protect the people from both a failing bank who made bad bets and from themselves. I personally tend to lean more libertarian, if someone wants to hurt themselves go for it, but I can understand the rational for having this insurance.

    The only change we need to the US system is to continue to require premiums be paid by banks even if the fund is considered "too large." For years our banks premiums were waived b/c someone at the FDIC had a model that said the amount they had was sufficient. well they are learning now that it wasn't.

    This insurance is a cost of doing business in the US. It should be required and it should be collected and saved for the next 08/09 situation.
    Aug 26, 2013. 06:40 PM | 4 Likes Like |Link to Comment
  • Warren Buffett Hates Dividends  [View article]
    I am a fiscally conservative member of the United States. I hate the way our tax code is so over complicated and politcal that it is used to retain money for a minority of citizens at the top while at the same time allowing the bottom 50% or so to pay almost nothing. But, a flat income tax is not the answer. Any sane person can understand that policy that affects 300 million people will never be that simple. It disproportionally impacts the poor. Whether you care about others or not, they make an impact on our economy and asociety as a whole.

    anyone touting a flat tax is neither logical nor practical. To say so makes you appear to be a simpleton. What we need is an open debate on either a simplification of the progressive system or a system that is based off of consumption. These both have their problems, but they do a much better job keeping the playing field level than a flat tax does. No one deserves a handout, but allowing people the ability to improve their situation is the bedrock of values this country supposedly espouses.
    Aug 1, 2013. 04:07 PM | 1 Like Like |Link to Comment