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  • Microsoft Seems On The Verge Of Something Ugly [View article]
    Windows 8 with the touch screen is becoming state of the art. Almost all new PCs are being sold with the new software installed. My recently purchased HP Envy 23 with the Intel i5 and Windows 8 (an all-in-one computer with touch screen) came out of the box with installation requiring plugging it in and connecting the Ethernet cable to the internet. Its the best/fastest computer I've ever owned.

    I recently had a problem with the Adobe .pdf reader software and hit the repair software button to install the fix after seeing the reports of "Microsoft finding solution" messages kept appearing with my repeated tries. I then found the repair software app button and away it went but the computer didn't restart in just a few minutes. A call to the HP help line got me someone to talk to in an amazingly short time. All I had to do was to power down and restart the computer! He stayed on the line as long as I wanted to chat.

    Its this kind of support with the software and hardware making MSFT a mainstay in the field of computing. They continue to innovate and serve their client base. They have an army of technicians fixing problems as they arise, unseen by the user.
    Mar 7, 2013. 05:51 AM | 16 Likes Like |Link to Comment
  • These Companies Could Suffer Most From Impending Gold Bubble Collapse [View article]
    Gold never loses its value. An ounce of gold is always an ounce. The only thing that could collapse is the currency being used to purchase it.
    Apr 5, 2011. 09:39 AM | 15 Likes Like |Link to Comment
  • The big U.S. banks are considering defying the Fed and announcing capital return plans shortly after stress tests are released this afternoon, reports Bloomberg. The Fed wants the lenders to wait another week, but bank lawyers worry the plans will leak out. It's under discussion, JPM CFO Lake told an investor conference (transcript) Tuesday. XLF +0.6%[View news story]
    Lets face it there are socialists here that believe they should only be a pass through from the Federal government and not make any profit at all. They believe the shareholders are evil people who want to gouge money out of helpless homeowners who have to pay interest to own a home.
    Mar 7, 2013. 12:03 PM | 14 Likes Like |Link to Comment
  • Despite further deterioration in Egypt over the weekend - military jets buzzed the capital and opposition figure Mohamed ElBaradei claimed the departure of President Mubarak is "non-negotiable" - the Saudi stock market traded up 2% Sunday, perhaps portending a better than feared open for U.S. markets on Monday.  [View news story]
    Egypt is small potatoes as long as the crisis is contained and does not spill over to others. No evidence exists that there is any outside influence on what is going on in the street. The military is not taking any decisive side. If sectarian violence erupts or outside influence sends in troops to support a faction this could escalate to a UN resolution to send in peace keeping troops to contain the problem. Needless to say this would worry investors.

    The US Federal reserve will step up the QE program and flood the world financial markets with liquidity if financial contagion spreads.

    I believe what we are seeing in the news is journalistic zeal to show the worst that is happening. The situation will improve and markets would rally with more certainty the longer the time horizon.

    Long-term, this development in Egypt is a good omen to see that the people are wanting more freedom. More freedom and more free enterprise will diminish the threat of violence in the future. People with a secure job, food and any store of wealth would not want to risk losing it. But the current problem is that the masses in Egypt have close to nothing.
    Jan 30, 2011. 04:37 PM | 14 Likes Like |Link to Comment
  • Why Intel's Downside Is Limited [View article]
    "ongoing migration" I don't agree. Hand held devices can not replace the PC. Especially to this audience of stock investors where many like myself track prices daily, with level II quotes, doing stock screens and tracking performance with respect to the total portfolio along with custom charting. The PC with a good key board and mouse will need more enhancement but not elimination. Try doing cross matrix screening with Excel on a handheld device or tablet, LOL.

    I'm looking for faster tabulation speed and data sorting plus increased speed from the internet. Intel is developing bigger capacity and faster chip sets for the PC that will make my work more efficient and maybe I can spend more time away from the daily chores of updating spreadsheets and charts.

    As an investment, you point out the value. The stock price decline is from investors who regard the company as a basic material producer where they actually continue to lead semiconductor technology for more efficient production of chips. Investors when they get busted out from the recent high flyers in the market will again look toward companies like INTC for the dividend and steady LT growth.
    Oct 27, 2012. 06:33 AM | 13 Likes Like |Link to Comment
  • Bank Of America Rallying On Strong Balance Sheet: The Road Ahead From Here [View article]
    I'm with you all the way on this one Andy. And as you and the readers of my commentary may note that I hope to add to the information when I do comment.

    I believe the big worry over BAC remains the litigation liability. This worry is slowly being elimiated and for such a long time the stock has been priced with the fear of bankruptcy.

    Please be aware: The Editors are deleting some of my comments that I post claiming that they are not within the terms of service. Recently I have disagreed with the author of an article. He complained about me to SA. They said I made an unsubstantiated allegation when I said something looked suspicious. This was my opinion and I felt it helpful to share this with the other readers of SA that rely on this for investment information. I’m trying to be helpful and would ask you to voice your opinion as to the free speech aspect of this forum. Or, should it be only a filtered commentary that you read?

    Sep 20, 2012. 10:19 AM | 12 Likes Like |Link to Comment
  • Despite further deterioration in Egypt over the weekend - military jets buzzed the capital and opposition figure Mohamed ElBaradei claimed the departure of President Mubarak is "non-negotiable" - the Saudi stock market traded up 2% Sunday, perhaps portending a better than feared open for U.S. markets on Monday.  [View news story]
    His comments about Fed. Reserve management is a bit flakey
    Jan 30, 2011. 04:19 PM | 12 Likes Like |Link to Comment
  • Despite further deterioration in Egypt over the weekend - military jets buzzed the capital and opposition figure Mohamed ElBaradei claimed the departure of President Mubarak is "non-negotiable" - the Saudi stock market traded up 2% Sunday, perhaps portending a better than feared open for U.S. markets on Monday.  [View news story]
    I was a buyer on Friday.
    Jan 30, 2011. 04:12 PM | 12 Likes Like |Link to Comment
  • Windows 8 Not Good For Microsoft [View article]
    The author says reviews of Windows 8 etc. etc. etc. And its a Christmams gift for someone you hate, etc. etc. etc. What else is new that we haven't heard from the short sellers already?

    How about a first person experience? Have you ever used Windows 8? Have you seen the apps? Have you stored your data on there Cloud Sky Drive? Have you experienced the interconnectivity to all your devices? Have you found navigation with the touch screen easy to use? Have you enjoyed the speed of getting around keeping and keeping overlapping windows and icons constantly updated?
    Jan 8, 2013. 03:50 PM | 11 Likes Like |Link to Comment
  • Sleep at Night Investments: Utility Preferred Shares [View article]
    David highlights the excellent first article and on a topic dear to my heart. I too like the "safe" high yields offered from preferred utility shares. My favorite is EP-C.

    I also want to emphasize your link to Quantum - an excellent comprehensive source of information on these.

    The only difficulty I have had on investing in these is that some are very thinly traded and have wide spreads between bid/ask prices. Patience is needed to scalp a bargain. Another technique is to try to buy right after an ex-dividend date to get a better discount to the par value.

    You have to keep an eye on the call dates - Quantum's info can be a great help. High yield isn't everything.

    Its a great breakthrough getting your first article through the SA editors - something I'm yet to achieve. This comes from diligence and quality effort. Congratz to the author. I hope to see more.
    Apr 27, 2011. 04:03 PM | 11 Likes Like |Link to Comment
  • Bank Of America: Another Sham Lawsuit Has Potentially Grave Implications [View article]
    Josh, what would happen if BAC digs in their heals and wins. How much effort is RI willing to put into a long drawn out case at tax payer's expense. We are getting to the end of this continuous litigation. BAC has to defend to show they are going to go all the way and any entity going against them will be risking the costs of litigation vs the amount of any settlement a court would allow. If the court goes in favor of the plaintiff and the amount awarded is smaller than the costs and effort to litigate - it would be the green flag for investors. It would show other "money grabber" hopefuls the folly of trying. No $2 bet on this horse race - I'm at the $50 window.
    Apr 23, 2014. 08:47 AM | 10 Likes Like |Link to Comment
  • Requests from investors for banks to repurchase soured mortgages have intensified over recent months, a trend that has come to light in the latest earnings reports. BofA (BAC) - who else? - faces the worst of it, with outstanding claims soaring over 40% to $22B in Q2. Other affected banks include Wells Fargo (WFC), PNC Financial Services Group (PNC) and Fifth Third Bancorp (FITB).  [View news story]
    I agree. The investors should sell back all their mortgages along with all the interest that they have previously received discounted from the amount from the original contract. They should not be able to pick and chose from their portfolios. This was not a risk free investment.

    I venture to say, most of the mortgages sold are performing assets. The banks would reap a huge windfall of a profit.

    Also I drove my car 100,000 miles and have recently found that there is a defect in the motor. We should make the manufacturer take it back and give me a complete refund.
    Jul 20, 2012. 06:41 AM | 10 Likes Like |Link to Comment
  • BofA Wins Big In Court, May Have Finally Contained Countrywide-Related Lawsuits [View article]
    The plug is getting pulled on the set aside pool. Its going to get taxed by the IRS who will now disallow the sheltered profits. Anything remaining can now be drained off to the stockholders. I predict a Merry Christmas dividend boost and a resulting doubling of the stock price by year end.
    Jul 1, 2012. 12:10 PM | 10 Likes Like |Link to Comment
  • Silver: The Best Commodity Investment in a Stimulus-Driven Slow Recovery [View article]
    The analysis is very informative and makes the case for further advance in the face of inflation. I recommend holding the physical commodity. My silver is in the form of collectible coins - US mint only.

    I question liquidity and would worry about limit move freeze outs on futures if the music stops. When that happens - there are no chairs to sit down but the margin liability continues on. If EFTs are not on the up and up, there could be no cash to liquidate.
    I do view silver a better investment than gold. Who knows if another HL Hunt would materialize to try to corner the market. But as HL once said when he got wiped out - a billion dollars doesn't buy what it used to. A big supplier dumping inventory would cause a tilt to bust the wana-be expert speculator.

    I hope y'all know what your doing.
    Nov 26, 2010. 09:52 AM | 10 Likes Like |Link to Comment
  • 5 Reasons Gold Is Going to Rise: A Response to Nouriel Roubini [View article]
    Money has little to do with it. Your gold price is only governed by fear. Fear in the market has declined and the perceived need to hold gold goes with it.
    As far as currency in circulation - that has less to do with inflation than in the past because of the use of credit, debit cards and checks. Its all in the accounting - what you do and get paid for and what you buy in consumption.
    With vast depreciation hitting the economy that includes a sharp decline in home values, we are still in a deflationary mode. Prices are steady to declining. The oil price decline is another good example.
    Gold has been declining and if you hold gold you fear further decline - I believe that's why you are here saying what you did.
    Gold is not an investment, it pays you nothing and if anything has the risk of theft if you hold the commodity. Commissions to buy and sell it are at a wide spread.
    The only people who profit from gold are the traders who sell it retail and buy it wholesale - maybe a miner or two who work hard digging and panning for it.
    Dec 15, 2009. 05:11 PM | 10 Likes Like |Link to Comment