Seeking Alpha

carsjam

carsjam
Send Message
View as an RSS Feed
View carsjam's Comments BY TICKER:
CLF, CRR, ERF, GE, HPQ, HRL, IBM, LMT, MDT, MIL, NCR, NL, S, STX, TPX, UNH, VOD, WDC
Latest  |  Highest rated
  • Enercare: 6% Yield And Growing [View article]
    Not boring at all... Warehouse overflowing with returned tanks when i brought mine in. Bought one cheap at lowes. Stay away.
    Jul 24, 2015. 08:31 AM | Likes Like |Link to Comment
  • Trinity Industries Shows Value Despite The Noise [View article]
    It would be the decision of the Highway authority or local gov't where to put up guardrails, and their decision as to the specs for guardrails that they buy and put up.
    Road location and design determines the need for guardrails - they are decisions by state DOT's and local gov'ts. Governments are constrained by never-ending demand for roads and never-ending demand for lower taxes. So in the end, the ultimate responsibility lies with... to paraphrase Ogo Pogo... "I have seen the enemy, and it's us".
    Apr 26, 2015. 04:11 PM | 1 Like Like |Link to Comment
  • Trinity Industries Shows Value Despite The Noise [View article]
    Absense of guard rails a worse problem:
    eg: Marshfield MO - 2 crashes in 3 weeks on one curve - one involved a crash into the wall of a home
    eg: Cleveland GA - Man arrested for putting up his own guardrail at the scene where his daughter was killed
    Google news or better news searches will turn up many more
    Apr 26, 2015. 04:05 PM | 1 Like Like |Link to Comment
  • Trinity Industries Shows Value Despite The Noise [View article]
    The should spin it off to isolate the risk.

    Governments will have to pony up millions to buy a guardrail or other safety equipment if these lawsuits end up resulting in producers making payouts.
    Apr 25, 2015. 04:47 PM | 3 Likes Like |Link to Comment
  • U.S. rig count plunges in past week but still exceeds year-ago count [View news story]
    The Cdn counts always go down in late-Dec, likely due to Festivus for workers from out of province. We won't know how much is due to Festivus and how much is due to the price drop until mid-Jan, methinks.

    In the meantime, according to last Wed's EIA numbers, Cdn exports to the US remain near record highs.

    I am reminded of Graham's description of Mr. Market over in the neighbouring farm during times like these.

    cj
    Jan 6, 2015. 01:53 AM | Likes Like |Link to Comment
  • WSJ: H-P breaking up into two companies [View news story]
    Compaq?
    Oct 5, 2014. 09:02 PM | 1 Like Like |Link to Comment
  • FOMC minutes: Early returns point to spring rebound in economy [View news story]
    A more recent view was just published by the Bank of Canada: Google "Beyond the Unemployment Rate: Assessing Canadian and U.S. Labour Markets Since the Great Recession"
    May 21, 2014. 04:00 PM | Likes Like |Link to Comment
  • Rising Risks For Dividend Growth Investors [View article]
    Those charts give great perspective - it can be lonely providing these cautions, so I appreciate you putting this out.
    Mar 28, 2014. 07:12 PM | 12 Likes Like |Link to Comment
  • Eye-popping auctions at Sotheby's amid Dow 16K [View news story]
    "A 1964 Ferrari race car brought in $14.3M by itself."

    One would think there wouldn't be enough trunk space for that!
    Nov 22, 2013. 01:24 PM | 1 Like Like |Link to Comment
  • International Business Machines Corp. Dividend Stock Analysis [View article]
    Congrats Dividends4Life on your 1,000th SA article!
    Oct 23, 2013. 05:35 PM | Likes Like |Link to Comment
  • General Electric's Hidden Source Of Value [View article]
    Non-cannibals should use spell-checkers.
    Oct 14, 2013. 09:24 PM | 1 Like Like |Link to Comment
  • MFC Industrial: Misunderstood And Undervalued With 45% Upside Potential [View article]
    Fans of the S&P 500 Heatmap provided on FinViz take note: The MIL stock listed in health care is not MFC, but now inactive Millipore, which was an index constituent when operating.
    FinViz seems reluctant to update their HeatMap to keep up with changes in the index, as well as changes in market cap (which are displayed as box size on the heatmap).
    When pulling up financial info on MFC on this and other sites, be alert for old Millipore data getting included.
    Sep 28, 2013. 05:27 PM | Likes Like |Link to Comment
  • The Real Experiment That Is Being Carried Out In Japan [View article]
    Interesting read, and reinforces a fundamental point that's relevant here too -- the outlook for household formation.

    A small typo in the lead quote from Keynes - he referred to "us" and not (the) U.S.

    cj
    May 14, 2013. 03:39 PM | 1 Like Like |Link to Comment
  • Western And Seagate: Surprising P/E Ratios [View article]
    Nice article - clear and concise. You are up-front with your assumptions, and your conclusions make sense based on your analysis.
    May 13, 2013. 12:10 PM | Likes Like |Link to Comment
  • The Low Volatility Story In Pictures [View article]
    Nice visualization Bill. Simple yet effective.
    Mar 23, 2013. 11:49 AM | Likes Like |Link to Comment
COMMENTS STATS
56 Comments
40 Likes