Seeking Alpha

frosty

frosty
Send Message
View as an RSS Feed
View frosty's Comments BY TICKER:
Latest  |  Highest rated
  • Eleven Senate Democrats push Obama to approve Keystone XL [View news story]
    When it comes to oil, price will rise to meet cost as has been well proven with oil from deep water rigs. Tar sands oil will make it to market either through the US or Canada. It would be better, however, if the US, rather than Canada, could control its final (refined) destination whether domestic or foreign. As a strategic economic measure, Keystone should be approved.
    Apr 10 02:20 PM | 2 Likes Like |Link to Comment
  • Study: Early Obamacare sign-ups appear to be less healthy and older [View news story]
    I thought that's what this is. Buying free market insurance and going to free market doctors and hospitals. The cost of the insurance may be subsidized for some people but the rest is free market. As opposed to a single payer system where there is no insurance involved - the federal government is the insurer.
    Apr 9 08:20 AM | Likes Like |Link to Comment
  • Calls to CDC on e-cigs ramp up [View news story]
    So the thing that's most dangerous in cigarettes, nicotine which is a poison, and is addictive, is the primary ingredient in e-cigs. I don't understand why these things aren't banned. What if someone came up with a consumable (cig, food, drink) that contained low doses of arsenic? Wouldn't that be banned?
    Apr 3 03:16 PM | Likes Like |Link to Comment
  • The Only 20 Companies That Matter [View article]
    Interesting idea but the index (hopefully market cap weighted) would lose historical relevance as companies comprising the index would change each year. This has a relatively small impact on SPY as most of the member changes occur at the bottom end, although there are some mergers & acquisitions among the middle and higher end market cap members. A beef I have with the DJI is that long ago it was and INDUSTRIAL index while today its composition has changed so that approximately 40% of its members are finance (TRV, JPM, GS, etc.), communications (T, VZ) entertainment (DIS) and food and retail (MCD, KO, HD). GE is the only company with an uninterrupted history in the index. In my mind, this makes long term studies involving DJI fallacious because of the changing composition. Shorter term studies may have some value but beyond a few years it gets sketchy. The same could befall the top 20 or 30 profit company index.
    Mar 27 09:41 AM | 3 Likes Like |Link to Comment
  • General Electric: The Risk Is Not Worth The Reward [View article]
    How in the world does Axel Merk know that "Fed policy is going to be volatile . . ."? (He states it as a fact, not an opinion.) It seems to me they strive to be the opposite, acting dramatically only when urgent circumstances warrant it. Otherwise, steady as she goes over reasonably long periods of time, e.g., QE3, taper, no interest rate increases until 2015 as stated years ago.
    Mar 25 08:47 AM | Likes Like |Link to Comment
  • Will Tesla Upset Westport's Growth Strategy? [View article]
    Electric trains are a reality. Battery driven electric trains are a fantasy unless someone sees some fantastic new battery technology on the horizon. Can you visualize a tender car(s) loaded with lithium batteries powering an engine lugging a mile-long load of grain or oil or coal or cargo containers? It's hard to imagine lithium even replacing the third rail on subways requiring 600vdc - 1.5kvdc.
    Mar 19 07:17 AM | 2 Likes Like |Link to Comment
  • Duke Energy coal ash spill stirs grand jury, potential EPA action [View news story]
    But if the EPA had such standards, they would be condemned as over-regulation, anti-free enterprise, and a federal intrusion into state matters. The EPA wears a bad-guy hat no matter what happens in the environment.
    Mar 18 09:00 AM | 2 Likes Like |Link to Comment
  • Intel And Mattel May Increase Dividends And Offer Upside Surprises [View article]
    The demise of Windows XP should also generate a decent additional revenue source as people upgrade outdated pc's.
    Mar 10 08:23 AM | 1 Like Like |Link to Comment
  • Clean Energy Fuels - It's All About The Volume, Stupid! [View article]
    I think you mean 'disgusting' rather than 'discussing'. I agree with you that it sounds like NGV Investor has an ax to grind. Read mine below.
    Mar 6 05:19 PM | Likes Like |Link to Comment
  • Clean Energy Fuels - It's All About The Volume, Stupid! [View article]
    It sounds like NGV Investor has an ax to grind with CLNE. What is? Disgruntled employee or something else. The things you allege may in fact be true. However I discount virtually all of what you say because of your sneering, demeaning, sardonic, know-more-than-management attitude. Stick to analytics and lose the attitude and you might have more listeners.
    Mar 6 05:16 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners: Still Not A House Of Cards [View article]
    Barron's is just the business news outlet for Fox News. They are both owned by News Corp. In other words, they're more like tabloid news than real news. I haven't read WSJ or Barron's since Murdoch bought Dow Jones and created propaganda rags out of once respected business journals.
    Feb 27 07:42 AM | 23 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners: Still Not A House Of Cards [View article]
    You're right! That force is called Rupert Murdoch! He bought Dow Jones a couple of years ago and WSJ and Barron's haven't been the same since.
    Feb 27 07:37 AM | 21 Likes Like |Link to Comment
  • Can Gross survive inside baseball account of events at Pimco? [View news story]
    Gross - good name.
    Feb 25 09:08 AM | Likes Like |Link to Comment
  • What's in your ETF? Dividend valuations stretched [View news story]
    Qualified dividends are taxed at the capital gains rate (15%). Ordinary dividends are taxed as ordinary income. Bing or Google it to find the criteria.
    Feb 24 04:48 PM | Likes Like |Link to Comment
  • What's in your ETF? Dividend valuations stretched [View news story]
    Also, dividends are more predictable than capital gains.
    Feb 24 04:43 PM | 1 Like Like |Link to Comment
COMMENTS STATS
674 Comments
1,674 Likes