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nelsonsdad

nelsonsdad
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  • New capital raise for Dollar Shave Club [View news story]
    Schick Quattro is the really good razor. It's much more comfortable than Gillette Fusion, and lasts three times longer. You'll notice it has fine wire stiffeners spacing the razor and preventing pull. It does not shave quite as close, but many times more smoothly. Also, vintage Schick Tracer is a fine razor, but the refills are only available on line.
    Jun 23, 2015. 08:19 PM | Likes Like |Link to Comment
  • Intel: Mistakes And Opportunities [View article]
    The statement that the demise of Moore's law has nothing to do with physics is wrong. There are many limitations in the nano world regarding heat, insulation, accuracy of drawing circuitry, manufacturing barriers (reliability, percentage of usable manufactured product). The ultimate small feature solution, quantum computing, has long had "a great future," without a current reality. I do not pretend to have 1/1000th the knowledge of Mr. Eassa in the world of tech investing, but I do know that Physical Limitations are the reason Moore's law is no longer in effect.
    Mar 25, 2015. 11:39 AM | Likes Like |Link to Comment
  • Intel: Mistakes And Opportunities [View article]
    This is confusing. The writer writes as if Moore's law were still in effect. Every other analysis I've seen in the past six months declares the law dead due to the laws of physics. I'm surprised that no commenter is mentioning this fact. Do we have a small enclave of investors who are ignoring physics and choosing "faith" over reality?
    Mar 23, 2015. 10:19 AM | 1 Like Like |Link to Comment
  • Does Net Neutrality Matter? [View article]
    The above comment is so, so wrong. The internet service to individual homes is a utility. Insufficient bandwidth makes wireless competitively insufficient. Current DSL and cable services are limited as the phone company has been wiring the entire country for 135 years, and can only provide DSL service over portions of that network that are within a few miles of a central office. Cable is inherently non-competitive, covers only a small portion of the country (no rural service), and is bandwidth stressed. With users needs rapidly outstripping the supply, prices are poised to skyrocket, and will need to be controlled. Electrical service is a monopoly everywhere, and is likewise controlled. FIOS is the ultimate solution, yet phone companies, as rich as they are lack the capital to do widespread glass fiber.
    Mar 6, 2015. 03:02 PM | Likes Like |Link to Comment
  • Surging Yields Of Viacom [View article]
    Sadly, about 11 years ago USAirways bought back stock at a peak, and a year or two later filed for bankruptcy. They bought at the absolute peak. When a stock has just run from ten to eighty, low and high is fairly well settled.
    Feb 2, 2015. 09:06 AM | Likes Like |Link to Comment
  • Surging Yields Of Viacom [View article]
    Stock buybacks at a high share price are a waste of capital, and bespeak poor management. When the stock is expensive the money should be used to reduce indebtedness or expand operations. Stock should be bought back when under-priced and under-appreciated. This timing is similar to the timing a knowledgeable investor uses to magnify returns.
    Jan 31, 2015. 06:30 PM | 1 Like Like |Link to Comment
  • 'Dow Dogs' Could Be On The Cusp Of 1990s-Style Resurgence [View article]
    Motley Fool had a slightly different take, which involved dropping out the weakest performer of the dogs, taking 2 through 6. This to avoid companies whose time had come and gone. Companies are dropped and others are added for exactly this reason. Why lock yourself into a company whose time is up (Eastman Kodak)?
    Jan 31, 2015. 06:20 PM | 1 Like Like |Link to Comment
  • G.M. "bullied" Delphi to keep making faulty switch - NYT [View news story]
    Nelson is my twenty-three pound Maine Coon cat, and as far as I can tell he's very proud to be my kitty. I'm an owner of 4 GM vehicles, and do almost all my own work. I own them because they are better made and more serviceable and more efficient and reasonably priced. I am astounded by the large number of folks who know nothing yet feel empowered to belittle GM, particularly in the press. Oh, but the general public still uses the term "Cadillac" as representing the sine qua non of high quality. We are a very confused public, indeed.
    Nov 24, 2014. 04:58 PM | Likes Like |Link to Comment
  • G.M. "bullied" Delphi to keep making faulty switch - NYT [View news story]
    This email has NOTHING TO DO with the failures of the switch to remain in the ON position in accidents. It discusses current carrying capacity in the Accessory position primarily, which is not a subject of lawsuits, or responsible for any deaths, or anything else being discussed currently. Publication of it and representing it as a "smoking gun" is completely irresponsible journalism, and this article should either be retracted with an apology, or completely rewritten in a truthful manner.
    Nov 22, 2014. 06:12 PM | 5 Likes Like |Link to Comment
  • Justice For Coca-Cola Shareholders [View article]
    This article misses the point, COMPLETELY. If Buffett votes his shares against, the plan still passes, except by about 74%.

    Mr. Buffett, being much smarter than that keeps his powder dry, and by working behind the scenes exerted far more influence than he could have by voting. Because he can pick up the phone and talk to any board member, and any company executive, he wields great power behind the scenes.

    His failure to prevail in a vote would likely have been the end of it. By not offending the leadership publicly (notice, he did not rubber stamp them, and vote yes) he retained all his personal power, and is now exercising that power to both his advantage, and the advantage of all other non-employee shareholders. Thank you, Sir.
    May 1, 2014. 09:50 AM | 10 Likes Like |Link to Comment
  • Winners and losers in Consumer Reports' auto survey [View news story]
    As a knowledgeable owner who self-services four GM vehicles, gratuitous bashing of their quality shows a lack of knowledge. The roads are crowded with 15-30 year old Detroit iron. Where are the 30 year old foreign cars? GM broke the code on fuel mileage 20 years ago. All my Chevy Luminas and Impalas get over 30 mpg highway, and 25 around town in summer. These are full sized cars.

    For drivers to have trouble with software is understandable. Happily software is correctable and replaceable, and the buyers should have worked with it enough in the showroom to determine whether it met their needs. For software issues to be the "bottom line" on evaluation of what might be otherwise well-designed and executed automobiles exhibits a lack of understanding of the relative importance of the various facets of the product.

    CU evaluations have always been rather nutty. My 1972 Renault was marked way down for being the first car with controls on the stalks (confusing). Two years later when Honda came out with a similar system it was lauded as "the latest advance in engineering." I cannot sign off on anything CU concludes. Do your own testing and observation, and trust what you see, not what you read.
    Feb 25, 2014. 07:35 PM | 3 Likes Like |Link to Comment
  • Why It's A Mistake To Raise Cash For Fear Of A Market Crash [View article]
    I abandoned stocks in June, 2001, due to a distrust of the Bush administration, and the beating I'd been taking during the prior two years as the market corrected (particularly the NASDAQ.) As a result I thrived during the fall of 2001 as I was invested in bonds, where everyone else ran after I was already in. I have always told my wife that stock market gains are not gains unless the stock has been sold. By not becoming greedy, taking reasonable gains, and sticking with solid companies paying dividends I have been modestly successful. Cash and bond investments combine with a reasonable amount of stock investing to be a balanced plan allowing much greater relaxation and better sleep. If my total return is less than that available fully invested so be it. Most look-backs choose their investments and their time periods carefully. You could not have written the above article in 1974, and I'm certain some people were devastated by the DOW 400 achieved that year.
    Dec 29, 2013. 06:53 PM | Likes Like |Link to Comment
  • Why It's A Mistake To Raise Cash For Fear Of A Market Crash [View article]
    I dislike using this word, because it is too strong, but how clear was it, in 1994, that United Technologies was clearly the stock to buy. Anyone can look back 20 years, and find one of the best performing large companies, and say, "hey, all you have to do is find a great company and stick with it forever (20 years." What happened to goose UT's earnings in 20 years. Two wars. Without the horrible world situation since 2001 defense spending could have been cut drastically, and UT would not have done so well. They make commercial jet engines, but are getting beaten badly by GE and the European manufacturers.

    A more useful article would be to identify the proper stock to buy today which would give a comparable return over the next 20 years. Guess what. Nobody can do that with any level of assurance. Many "great stocks" could have been bought in 1994, held for 20 years, for little gain, or a drastic loss.
    Dec 27, 2013. 05:24 PM | Likes Like |Link to Comment
  • Rite Aid Corp.: A Long-Term Buy [View article]
    The idea that someone would short RiteAid and then bash it here in the hopes of making a profit is rather absurd, similar to taking hold of two hairs on the end of an elephant's tail with the intention of swinging it around one's head. It is also not something I would do.

    The location I wrote of in NYS (Bath) is newly constructed on a prime corner, slightly better located than the Walgreens across the street. For RiteAid to have to "abandon" or give up a location because there is a competitor across the street is exactly why their future is bleak.
    Dec 25, 2013. 06:34 PM | Likes Like |Link to Comment
  • Rite Aid Corp.: A Long-Term Buy [View article]
    I bought and sold RAD in the last year, and made 100% (thanks, Seeking Alpha). However, I shopped a store in Upstate NY recently, and what I saw will keep me away from the stock in the future. Note, that the article says front-end sales diminished in the last reporting period. Here's why. The front end of the store looks like a Family Dollar. Cheap, non-namebrand merchandise being sold at non-competitive prices. That is not the look that a drugstore needs upfront. A customer passes cheap merchandise on the way to the Pharmacy in the back, and this is not the look that will build confidence. The store in question is directly across the street from a very busy Walgreen's, and seems to do almost no business. I think they're completely off-base, and a bad investment.
    Dec 25, 2013. 11:36 AM | 1 Like Like |Link to Comment
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