Seeking Alpha

Windsun33

Windsun33
Send Message
View as an RSS Feed
View Windsun33's Comments BY TICKER:
Latest comments  |  Highest rated
  • General Electric Finally Selling Its Appliance Business [View article]
    The GE appliance division did not keep up with the competition and technology, so they have been losing ground, even in the US, to Samsung and LG, and to other US brands.
    Aug 14, 2014. 03:42 PM | 1 Like Like |Link to Comment
  • Here's Why Investors Should Continue Avoiding Whole Foods Market [View article]
    WH lost some trust when it was found that some of the "organic" foods they were selling came from China back in 2012 and were in fact not organic. It was only a few items, but the publicity did not help much.

    But I also wonder if the whole organic food thing has peaked out, and that is why it is losing market share.
    Aug 14, 2014. 03:27 PM | Likes Like |Link to Comment
  • Here's Why Investors Should Continue Avoiding Whole Foods Market [View article]
    For many dry foods and shippable non-produce foods the biggest competition is not WalMart but Amazon and the internet.

    And I personally am not going to drive 30 miles round trip in summer heat to pick up a few veggies.
    Aug 14, 2014. 03:23 PM | 1 Like Like |Link to Comment
  • Here's Why Investors Should Continue Avoiding Whole Foods Market [View article]
    Rice was just an example. Via the internet there is a huge variety of specialty grains, flours, spices, and other dry food goods available - pretty much the same stuff that Whole Foods made it's growth on, but cheaper, closer, and wider varieties - and I can buy it from my desktop without having to drive 15 miles in 110 degree heat. Just for example http://bit.ly/1oxRPtk
    Aug 14, 2014. 03:20 PM | Likes Like |Link to Comment
  • Here's Why Investors Should Continue Avoiding Whole Foods Market [View article]
    I would say that -35% YTD shows some traction.

    I no longer shop there, partly because there are no nearby stores but also because many of the specialty items I used to buy there such as specialty rice I can find a lot cheaper on the internet or at the local WalMart or Safeway, both less than 1 mile away.
    Aug 13, 2014. 07:28 PM | 1 Like Like |Link to Comment
  • Should You Invest In Korean Stocks Now? [View article]
    Korean companies, especially the chaebols, have historically tried to keep large amounts of cash on hand. I think this mindset goes back to the older days, especially pre-1987, when things could be pretty turbulent. It also gives them an edge in acquiring other smaller companies, or at least it has in the past. And thought they won't admit it, in the past some of that cash has been useful in buying politicians.
    Aug 13, 2014. 01:42 PM | Likes Like |Link to Comment
  • TV ratings fall in July [View news story]
    Wow... There are thousands of YouTube videos with more hits than Cramer gets it seems.
    Aug 13, 2014. 01:36 PM | 2 Likes Like |Link to Comment
  • Euro Trashed [View article]
    Right now I have almost zero in any Euro based stocks. I am about 70% US, most of the rest is Asia & Pacific Basin, ex Japan and China.
    Aug 13, 2014. 01:35 PM | Likes Like |Link to Comment
  • Euro Trashed [View article]
    And it does not help that they refuse to acknowledge what the real problems are and make no attempt to fix them - such as France's solution to low employment is to reduce the work week and lowering the retirement age.
    Aug 13, 2014. 01:32 PM | Likes Like |Link to Comment
  • Euro Trashed [View article]
    I would add to that the rising energy costs, especially in Germany with their decision to scrap nuclear power. That same decision also means they have to buy more coal and gas from Russia.
    Aug 13, 2014. 01:23 PM | Likes Like |Link to Comment
  • TV ratings fall in July [View news story]
    I have high speed cable, and 90% of my TV watching is on the ROKU channels. The only real "TV" I have anymore is the local over the air ones.
    Aug 13, 2014. 01:07 PM | 1 Like Like |Link to Comment
  • Can We Ever Really Retire? Why Americans Stink At Math [View article]
    For a while the horrible drop in housing values prevented some people from moving after retirement - they could not get a reasonable price for their old home. But now housing prices in many of those areas have more than recovered, while housing in many of the smaller towns and semi-rural areas has not. If you sell your $500K house in California and move to an equal or better house for $200K in Utah or New Mexico or wherever you are better off.
    Jul 29, 2014. 03:45 PM | Likes Like |Link to Comment
  • Can We Ever Really Retire? Why Americans Stink At Math [View article]
    Pissing away money is a major factor. I know people that have spent a lot of money on expensive everything from clothes to gadgets, many of which sit mostly unused or barely used. It took me a while to figure out, but long ago I started forcing myself to wait anywhere from a couple of days to a couple of weeks to decide if I really "needed" that new toy - and 80% of the time, I did not.
    Jul 29, 2014. 03:38 PM | 8 Likes Like |Link to Comment
  • Can We Ever Really Retire? Why Americans Stink At Math [View article]
    A lot of people don't realize until too late just how high expenses such as property taxes can be in some areas. Here in Phoenix mine are around $800 per year. It is not a fancy house - only around 1500SF, but it is paid for and is in good shape, so maintenance and repair bills are close to zero.

    But the same thing in the San Francisco Bay area would cost me 4-10x as much.
    Jul 29, 2014. 03:33 PM | 1 Like Like |Link to Comment
  • Can We Ever Really Retire? Why Americans Stink At Math [View article]
    That is the real problem - zero planning of any sort. And I did not wake up my self until I was around 35'ish. I am retired now, and I "could" get by on around $20K a year - but my mortgage is long since paid off and I have few other expenses. I actually spend a lot more, but having about a $1.3 million IRA and non-IRA portfolio makes all the difference in "just getting by" to doing what I want.

    But I have younger relatives in the 35-45 bracket that have almost zero savings, and in a couple of cases are still paying off large student debts and/or are underwater on mortgages.
    Jul 29, 2014. 03:26 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
4,308 Comments
6,194 Likes