Seeking Alpha

jwfrazier

jwfrazier
Send Message
View as an RSS Feed
View jwfrazier's Comments BY TICKER:
Latest  |  Highest rated
  • The No. 1 Stock In The World - Part 3 [View article]
    Really great series Mike! Thanks for this. My picks are V and UNP. I have chosen VHT instead of JNJ and Gilead.
    Jun 3, 2015. 04:22 PM | Likes Like |Link to Comment
  • Visa: The World's #1 Stock [View article]
    Agreed, V #1
    May 27, 2015. 07:26 PM | 2 Likes Like |Link to Comment
  • The No. 1 Stock In The World - Part 1 [View article]
    V or UNP. Coincidentally, I have $25K in each; my biggest positions in a modest $130K stock portfolio.
    May 27, 2015. 07:25 PM | Likes Like |Link to Comment
  • Warning: Don't Let Market Hype Cause You To Miss This Total Return Opportunity [View article]
    Chuck states right at the end, at a p/e of 13.7 he projects a total teturn of almost 12%. If that actually comes to pass that would be plenty good enough for my retirement.
    May 18, 2015. 04:36 PM | 3 Likes Like |Link to Comment
  • Confusion Causes 12,000% Run Up In Riviera Tools Company [View article]
    I agree with you that regulators do stink, though not for the reasons you think they do.
    May 8, 2015. 10:30 PM | Likes Like |Link to Comment
  • Dumping Apple Makes Sense For Immediate Income Growth [View article]
    I only have 35 shares. Should have bought more. Just call me tinyshare.
    Apr 23, 2015. 07:13 PM | Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    Nice choice David. I am 91% in individual stocks in my stock portfolio, but I own VHT and VYM as the other 9%. VYM looks like it tracks SCHD pretty closely, and it does have a track record during the recession. It looks like it went down about as much, and maybe a little more than VTI at the bottom. Everyone just realize that SCHD is not going to act like JNJ or SO during a severe downturn.

    Although I chose VYM for my ROTH, I'm not really sure it is any better than VTI, especially in a taxed account, unless you need the income. Off topic; VHT is great for those who don't want to gamble on specific healthcare companies.
    Apr 21, 2015. 12:13 AM | Likes Like |Link to Comment
  • Lumber Liquidators' Offer To Do Indoor Air Quality Testing Appears To Be A Sham [View article]
    From my admittedly limited research on this subject, it looks like the formaldehyde is trapped in the lower layers of the floor. Unless you do destructive testing, it is doubtful you are being exposed to a dangerous level. If I was worried, I'd get the air tested in the home.

    I would not base my fears on anything 60 minutes does. The last time I watched that show back in the 70's they were claiming Audis accelerated when you pushed the brake pedal.
    Apr 20, 2015. 09:11 PM | 3 Likes Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    Nice choice on MA. I will go out on a sturdy limb and say that MA will probably outperform most of the other stocks in his portfolio over the next 20 years. Long MA.
    Apr 17, 2015. 02:39 AM | 1 Like Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    hobart: The US is not a democracy. It is a constitutional republic, with strict limits on government that they no longer follow. I don't want to move; I want the government to cut back to the size it is supposed to be.
    Apr 14, 2015. 04:48 PM | 6 Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    hobart, I really enjoy having a government man lecture me on how great and noble and efficient the government is. I don't need or want 90% of the crap you "provide", but have to pay way more than my "fair share" to have it forced down my throat.
    Apr 4, 2015. 12:18 AM | 6 Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    SMBERN, I'll give you a few:

    Just to move your small business into an unoccupied space in an existing building you have to deal with: income taxes, payroll taxes, sales taxes, business licenses, fees, zoning, fire plans, building plans, shell plans, life safety plans, speed bumps, deceleration lanes, tree ordinances, sign ordinances, land use plans, wetland certification, OSHA, unions, E-verify, Davis Bacon, payroll taxes, fire codes, parking codes, bollards, handicap parking spaces, handicap ramps, exit alarms, door closers, code inspectors, building inspectors, fire inspectors, vent hood inspections, grease trap certification, erosion inspectors, firewalls, fire caulk, exit signs in a tiny one room space with one exterior glass door, emergency lighting, MSDS, yearly extinguisher inspections, alcohol licenses, health codes and inspections, sprinkler inspection when a sprinkler system isn't required, water detention taxes, bathroom size and number, toilet efficiency, bathroom fan size, smoke detectors, monoxide detectors, light bulb efficiency, sewer fees, building permits when you aren't doing construction, electrical permit, plumbing permit, window height and size, safety glass, handicap rails, ramps, erosion control cards, forklift cards, fall protection, safety glasses, steel toed boots, emission cards, etc, and about 10,000 other things bureaucrats think up. Who do you think ultimately pays for all of this? It just gets old.
    Apr 4, 2015. 12:04 AM | 6 Likes Like |Link to Comment
  • Exxon Mobil: Grow Income Now As The Sector Takes A Beating [View article]
    So, I have what might be a somewhat simplistic question:

    Exxon recently put out their 2015 outlook report where they expect global energy consumption to rise approximately 35% from 2010 to 2040. Also, most 5 year earnings growth estimates I have seen recently call for modest negative growth rates for XOM between -1.2% to -3.0%. Unless we get significant energy price increases, does this mean we should expect XOM earnings and/or revenues to increase by a little over 1% per year for the next 25 years?

    I understand EPS increases more than that due to buybacks, but where is the growth in revenue going to come from in this industry with such a meager increase in demand?

    Long XOM, but concerned.
    Mar 29, 2015. 05:13 PM | Likes Like |Link to Comment
  • Union Pacific Struggles To Grow Revenue In Q1 [View article]
    Thank you for a very good article. Long, and long live UNP!
    Mar 20, 2015. 05:47 PM | 1 Like Like |Link to Comment
  • Disney downgraded; sets 'Beauty and the Beast' for 2017 [View news story]
    Scott that's hilarious. According to Fidelity, Netflix PE is 101, and that's AFTER today's big sell-off.
    Mar 16, 2015. 06:54 PM | Likes Like |Link to Comment
COMMENTS STATS
150 Comments
267 Likes