David Merkel's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/366439/comments http://seekingalpha.com/article/283496/comments?source=feed#comment-1801807 1801807 Mon, 01 Aug 2011 21:44:22 -0400 http://seekingalpha.com/article/277047/comments?source=feed#comment-1733520 1733520 Tue, 28 Jun 2011 20:38:04 -0400 http://seekingalpha.com/article/275144/comments?source=feed#comment-1710721 1710721 Thu, 16 Jun 2011 09:25:07 -0400 http://seekingalpha.com/article/258735/comments?source=feed#comment-1534377 1534377
alephblog.com/2010/06/.../

I hope you benefit from it.]]> Thu, 17 Mar 2011 17:50:59 -0400
alephblog.com/2010/06/.../

I hope you benefit from it.]]> http://seekingalpha.com/article/258735/comments?source=feed#comment-1533766 1533766
You need to study accounting for financials; the effect of accruals is there on steroids. ]]> Thu, 17 Mar 2011 12:50:38 -0400
You need to study accounting for financials; the effect of accruals is there on steroids. ]]> http://seekingalpha.com/article/256958/comments?source=feed#comment-1517343 1517343
But dividend streams are never any better than the economics of the free cash flow streams underlying each company. And almost every year, particularly in bear markets, some previously reliable dividend payer cuts or eliminates the dividend.

This is just another means of reaching for yield. You are taking on stock market levels of risk using seemingly one equity strategy, and daring to call it safe.]]> Wed, 09 Mar 2011 14:25:06 -0500
But dividend streams are never any better than the economics of the free cash flow streams underlying each company. And almost every year, particularly in bear markets, some previously reliable dividend payer cuts or eliminates the dividend.

This is just another means of reaching for yield. You are taking on stock market levels of risk using seemingly one equity strategy, and daring to call it safe.]]> http://seekingalpha.com/article/248400/comments?source=feed#comment-1426618 1426618
Full disclosure: long PRE for me and my clients.]]> Tue, 25 Jan 2011 10:20:15 -0500
Full disclosure: long PRE for me and my clients.]]> http://seekingalpha.com/article/172628/comments?source=feed#comment-754805 754805
Yes, I write late at night. I have many responsibilities, and it is my only time that I *can* write. I do my best for readers, but I make no claims for perfection.

And, though I normally like the editing done to my pieces, this one really took out critical stuff that was in the originals. I do not like what was done with my original work. The seven pieces should have been published sequentially, unmodified. You did a disservice to readers because it left out a lot of data on the interactions between me and the Treasury.

Next time I write something in parts, please, publish each part separately. You have done readers no favor by publishing one integrated account, because the separate accounts included links and references to the other seven bloggers who I got to know and appreciate.]]> Wed, 11 Nov 2009 00:34:06 -0500
Yes, I write late at night. I have many responsibilities, and it is my only time that I *can* write. I do my best for readers, but I make no claims for perfection.

And, though I normally like the editing done to my pieces, this one really took out critical stuff that was in the originals. I do not like what was done with my original work. The seven pieces should have been published sequentially, unmodified. You did a disservice to readers because it left out a lot of data on the interactions between me and the Treasury.

Next time I write something in parts, please, publish each part separately. You have done readers no favor by publishing one integrated account, because the separate accounts included links and references to the other seven bloggers who I got to know and appreciate.]]> http://seekingalpha.com/article/153232/comments?source=feed#comment-613004 613004 Mon, 03 Aug 2009 12:27:06 -0400 http://seekingalpha.com/article/129342/comments?source=feed#comment-455105 455105 Tue, 07 Apr 2009 13:25:08 -0400 http://seekingalpha.com/article/126833/comments?source=feed#comment-432678 432678 Thu, 19 Mar 2009 15:10:35 -0400