JohnB's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/45616/comments http://seekingalpha.com/article/155640-what-will-the-next-ipod-touch-offer?source=feed#comment-626854 626854 Wed, 12 Aug 2009 12:26:23 -0400 http://seekingalpha.com/article/153948-intel-becomes-lab-for-flash-versus-drive-debate?source=feed#comment-618158 618158
I doubt the engineers keep a terabyte of data on their desktops. Probably networked storage with backup. If the business environment relies more on networked storage, then it would be easier to get by with the lesser capacity of flash drives on PCs.

What does "hard disks fail 5% of the time" mean? Sounds terribly high. Maybe 5% over five years or something like that?]]> Thu, 06 Aug 2009 12:09:39 -0400
I doubt the engineers keep a terabyte of data on their desktops. Probably networked storage with backup. If the business environment relies more on networked storage, then it would be easier to get by with the lesser capacity of flash drives on PCs.

What does "hard disks fail 5% of the time" mean? Sounds terribly high. Maybe 5% over five years or something like that?]]> http://seekingalpha.com/article/153060-how-to-catch-the-corporate-bond-etf-wave?source=feed#comment-611449 611449 Sun, 02 Aug 2009 10:49:33 -0400 http://seekingalpha.com/article/151632-direct-democracy-could-be-california-s-undoing?source=feed#comment-605070 605070 Tue, 28 Jul 2009 11:48:34 -0400 http://seekingalpha.com/article/148860-5-reasons-to-fear-inflation?source=feed#comment-588940 588940 Wed, 15 Jul 2009 10:06:10 -0400 http://seekingalpha.com/article/148257-california-s-pension-education-costs-out-of-control?source=feed#comment-584423 584423
Six-figure pensions for hundreds of retired San Jose cops, firefighters
www.mercurynews.com/to...

The taxpayers who have to pay for this have, for the most part, no pension plans or retirement health benefits at all. It's crazy.]]> Sun, 12 Jul 2009 11:52:18 -0400
Six-figure pensions for hundreds of retired San Jose cops, firefighters
www.mercurynews.com/to...

The taxpayers who have to pay for this have, for the most part, no pension plans or retirement health benefits at all. It's crazy.]]> http://seekingalpha.com/article/145531-about-the-pay-as-you-go-diet?source=feed#comment-563610 563610 Fri, 26 Jun 2009 11:12:04 -0400 http://seekingalpha.com/article/143290-swedroe-buy-and-hold-not-dead-but-rebalancing-necessary?source=feed#comment-548692 548692
> A great man, but his methods are complex. Allocations at three levels
> sounds workable, but few have the data or insight to use his methods.
> I always wonder what would my wife do if faced with his methods:
> probably give up.
>

For Vanguard customers, I've found that using "Portfolio Watch" on their web site makes it easy to analyze these three levels of asset allocation.]]> Tue, 16 Jun 2009 11:04:13 -0400
> A great man, but his methods are complex. Allocations at three levels
> sounds workable, but few have the data or insight to use his methods.
> I always wonder what would my wife do if faced with his methods:
> probably give up.
>

For Vanguard customers, I've found that using "Portfolio Watch" on their web site makes it easy to analyze these three levels of asset allocation.]]> http://seekingalpha.com/article/142357-surviving-semi-downturn-five-stocks-that-will-thrive-after-2009-part-ii?source=feed#comment-540371 540371 Wed, 10 Jun 2009 09:53:54 -0400 http://seekingalpha.com/article/131242-sun-to-ibm-we-re-willing-to-talk-again?source=feed#comment-467615 467615
> Google makes computers?

Google uncloaks once-secret server
news.cnet.com/8301-100...
(not for sale--for their own internal use)

]]> Sat, 18 Apr 2009 11:30:39 -0400
> Google makes computers?

Google uncloaks once-secret server
news.cnet.com/8301-100...
(not for sale--for their own internal use)

]]> http://seekingalpha.com/article/130669-pimco-s-kiesel-three-reasons-to-buy-high-grade-corporate-bonds-now?source=feed#comment-462882 462882
> The ETF that most mirrors the author's recommendation for corporate
> bonds is LQD. Unfortunately, this bond ETF is long-term in duration.
> I wish there were a corp. bond ETF that was short or intermediate
> term in nature. If any reader knows of a good short or intermediate
> term low-expense bond mutual fund please comment on it.

Not an ETF, but a Mutual Fund exactly targeted at corporates:

Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX)

personal.vanguard.com/...
Expense ratio 0.21% !]]> Tue, 14 Apr 2009 12:00:47 -0400
> The ETF that most mirrors the author's recommendation for corporate
> bonds is LQD. Unfortunately, this bond ETF is long-term in duration.
> I wish there were a corp. bond ETF that was short or intermediate
> term in nature. If any reader knows of a good short or intermediate
> term low-expense bond mutual fund please comment on it.

Not an ETF, but a Mutual Fund exactly targeted at corporates:

Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX)

personal.vanguard.com/...
Expense ratio 0.21% !]]> http://seekingalpha.com/article/128754-mutual-fund-industry-is-in-critical-condition?source=feed#comment-447953 447953 ]]> Wed, 01 Apr 2009 11:46:30 -0400 ]]> http://seekingalpha.com/article/124803-reading-for-less-new-books-part-i?source=feed#comment-419647 419647
It seems only fair to give the bricks and mortar store some of our business. If everyone just browsed, they'd disappear. (reminds me of not buying the newspaper and reading it all online -- such things aren't sustainable)
]]> Mon, 09 Mar 2009 16:07:57 -0400
It seems only fair to give the bricks and mortar store some of our business. If everyone just browsed, they'd disappear. (reminds me of not buying the newspaper and reading it all online -- such things aren't sustainable)
]]> http://seekingalpha.com/article/123345-what-wipe-out-the-stockholders-really-means?source=feed#comment-407827 407827
There could even be a bright side to this: it could start to fix corporate governance, with boards exercising proper fiduciary duty, and executives aligned with shareholders rather than high-risk get-rich-quick packages.
]]> Sun, 01 Mar 2009 10:43:56 -0500
There could even be a bright side to this: it could start to fix corporate governance, with boards exercising proper fiduciary duty, and executives aligned with shareholders rather than high-risk get-rich-quick packages.
]]> http://seekingalpha.com/article/118106-nvidia-ion-on-the-horizon?source=feed#comment-374461 374461 ]]> Tue, 03 Feb 2009 11:26:02 -0500 ]]> http://seekingalpha.com/article/114813-how-california-s-money-crisis-affects-etfs?source=feed#comment-357231 357231 Fri, 16 Jan 2009 00:44:36 -0500 http://seekingalpha.com/article/112570-an-opportunity-in-municipal-bonds?source=feed#comment-342643 342643
> Look at NIF (CEMF) . Note: Insured Muni. Key word insured.
>

Insured by whom? I'm suspicious of the health of insurers, at least those who don't own the printing presses.
]]> Wed, 31 Dec 2008 12:03:30 -0500
> Look at NIF (CEMF) . Note: Insured Muni. Key word insured.
>

Insured by whom? I'm suspicious of the health of insurers, at least those who don't own the printing presses.
]]> http://seekingalpha.com/article/112372-2008-bonds-wrap-up?source=feed#comment-339894 339894 ]]> Sun, 28 Dec 2008 15:14:45 -0500 ]]> http://seekingalpha.com/article/111917-confessions-of-a-market-timer?source=feed#comment-336611 336611 news.morningstar.com/a...]]> Tue, 23 Dec 2008 10:49:06 -0500 news.morningstar.com/a...]]> http://seekingalpha.com/article/106749-repricing-employee-stock-options-disingenuous-and-disrespectful?source=feed#comment-309915 309915
Maybe repricing needs to be done more selectively, and perhaps not at all for executives.

]]> Wed, 19 Nov 2008 11:35:15 -0500
Maybe repricing needs to be done more selectively, and perhaps not at all for executives.

]]> http://seekingalpha.com/article/105927-bypass-the-depression-and-head-straight-for-1907?source=feed#comment-306139 306139 www.npr.org/templates/...
]]> Fri, 14 Nov 2008 11:52:23 -0500 www.npr.org/templates/...
]]> http://seekingalpha.com/article/101397-husband-wife-manager-team-favors-low-cost-indexing-approach?source=feed#comment-289182 289182
There is a PIMCO research paper that argues for the reward/risk value of commodities in a diversified portfolio. What do you think of that?
]]> Thu, 23 Oct 2008 18:54:54 -0400
There is a PIMCO research paper that argues for the reward/risk value of commodities in a diversified portfolio. What do you think of that?
]]> http://seekingalpha.com/article/97964-why-not-a-transaction-tax?source=feed#comment-270435 270435
Wait, didn't borrowing have something to do with the crisis we're currently in?
]]> Wed, 01 Oct 2008 11:15:43 -0400
Wait, didn't borrowing have something to do with the crisis we're currently in?
]]> http://seekingalpha.com/article/97666-bailout-should-be-a-windfall-for-taxpayers-barron-s?source=feed#comment-269160 269160 ]]> Mon, 29 Sep 2008 22:06:44 -0400 ]]> http://seekingalpha.com/article/97679-eight-etfs-to-preserve-your-wealth?source=feed#comment-269139 269139 quicktake.morningstar....
]]> Mon, 29 Sep 2008 21:38:19 -0400 quicktake.morningstar....
]]> http://seekingalpha.com/article/95326-macroshares-to-launch-case-shiller-etfs?source=feed#comment-254169 254169 ]]> Sun, 14 Sep 2008 13:38:41 -0400 ]]> http://seekingalpha.com/article/95326-macroshares-to-launch-case-shiller-etfs?source=feed#comment-254168 254168 ]]> Sun, 14 Sep 2008 13:38:40 -0400 ]]> http://seekingalpha.com/article/87677-stock-vs-bond-valuations?source=feed#comment-219575 219575
And shouldn't you be comparing real yields (less inflation)?
]]> Thu, 31 Jul 2008 15:17:49 -0400
And shouldn't you be comparing real yields (less inflation)?
]]> http://seekingalpha.com/article/85264-17-year-high-cost-of-living-surge-worries-bernanke-too?source=feed#comment-208040 208040 www.brillig.com/debt_c.../
It's "only" $31k for every man, woman, and child.
But since many Americans have no resources to pay, the real share for those who pay most of the taxes must be over $100k.

]]> Thu, 17 Jul 2008 15:56:28 -0400 www.brillig.com/debt_c.../
It's "only" $31k for every man, woman, and child.
But since many Americans have no resources to pay, the real share for those who pay most of the taxes must be over $100k.

]]> http://seekingalpha.com/article/84873-fannie-and-freddie-bailout-it-s-government-time?source=feed#comment-206410 206410 Tue, 15 Jul 2008 18:19:24 -0400