alexkeywest

alexkeywest
Send Message
View as an RSS Feed
  • Why The Redenomination Of The Belarusian Ruble Matters  [View article]
    I'm more concerned about the Bhutan ngultrum...a key indicator
    Nov 17, 2015. 05:44 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: What Is The Message From Falling Commodity Prices?  [View article]
    Is the Ben Carson chart total return? What would it look like in constant dollars?
    Nov 15, 2015. 02:30 PM | 1 Like Like |Link to Comment
  • High-Dividend Stock Yields 11%, Has Strong Upside Potential, Goes Ex-Dividend This Week  [View article]
    When one writes a sarcastic comment on the internet it lacks the tone of voice or facial expression that would give a listener an indication of a sarcastic intent. Hence one adds ...."sarc". Sometimes an emoticon is available, but not here.
    Nov 10, 2015. 11:32 AM | 1 Like Like |Link to Comment
  • High-Dividend Stock Yields 11%, Has Strong Upside Potential, Goes Ex-Dividend This Week  [View article]
    I didn't think my comment required a "sarc" notation.
    Nov 10, 2015. 07:47 AM | Likes Like |Link to Comment
  • Social Security Benefit Increases Do Not Keep Pace With Retiree Costs  [View article]
    Grab with three hands while you can!
    Nov 9, 2015. 10:24 PM | Likes Like |Link to Comment
  • High-Dividend Stock Yields 11%, Has Strong Upside Potential, Goes Ex-Dividend This Week  [View article]
    One of the cool things about the wood pellet business is that, not only is the source of of them renewable (trees), but the trees grow faster as the CO2 increases. More trees absorb more CO2! It's watermelon* nirvana.

    *watermelon: green on the outside, red on the inside.
    Nov 9, 2015. 04:07 PM | 1 Like Like |Link to Comment
  • High-Dividend Stock Yields 11%, Has Strong Upside Potential, Goes Ex-Dividend This Week  [View article]
    Thank you for pointing out the obvious.
    Nov 8, 2015. 10:21 AM | 4 Likes Like |Link to Comment
  • Buy Las Vegas Sands For It 5.14% Yield  [View article]
    I think comparing the payout ratios of LVS to companies that deal with addictive products with a long stable history or revenue growth such as MO and PM is disingenuous at best. LVS is subject to the whims of the Chi Coms.

    I have a small speculative position that is occasionally hedged in LVS
    Nov 5, 2015. 10:30 PM | 2 Likes Like |Link to Comment
  • Is Exxon Mobil About To Feel The Bern?  [View article]
    For what its worth, go to http://bit.ly/1OXBbOY which has a two part series on what Exxon knew or didn't know.
    Oct 23, 2015. 11:25 PM | 1 Like Like |Link to Comment
  • CytoSorbents: Taking Cytokines By Storm  [View article]
    I have been a share holder since the early round private financing's about 15 years ago. I have been sorely disappointed in the management over the many years of sheer incompetence.
    Oct 2, 2015. 04:41 AM | Likes Like |Link to Comment
  • Why I'm Buying Kinder Morgan: 6% Dividend And 10% Annual Dividend Growth  [View article]
    Really?
    Sep 9, 2015. 07:33 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: What Are The Lessons From The Market Turmoil?  [View article]
    Tony, most of the PO locations are leased from the private sector. You failed to address the points I made. I don't think I personally attacked anyone, simply stated the obvious. I'm done with this.
    Sep 2, 2015. 06:18 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: What Are The Lessons From The Market Turmoil?  [View article]
    Tony, if you're suggesting that I'm a postal worker you clearly didn't click my screen name. If you had taken the time, you would have seen my investment bona fides are well beyond yours. Please address the following points:

    1. Management of the USPS cannot indiscriminately shut down unprofitable businesses, such as 2nd and 3rd class mail. This is the largest contributor to negative cash flow. Do you not understand this? Neither FDX nor UPS is burdened like this.

    2. Management of USPS cannot close overlapping/unnecessary physical locations because of political pressure. Do you not understand? Neither FDX nor UPS are required to maintain unprofitable locations.

    3. USPS employees are civil servants. FDX and UPS employees are not. Do you understand the implications in terms of managing the business?

    A final comment: Reading Jeff every weekend is enlightening, although I don't always agree. He is fact based and has a fundamental bullish bias. There are several people that comment every week, almost immediately, such as yourself that prattle on about various "technical" observations and pontificate about their opinions. Mostly irrelevant to the posted column. I find this tedious as I'm sure many others do. If I were interested in your technical analysis and opinion, I would read your contributions.
    Sep 2, 2015. 02:37 PM | 2 Likes Like |Link to Comment
  • Weighing The Week Ahead: What Are The Lessons From The Market Turmoil?  [View article]
    Not sure why I'm jumping into this love fest regarding the USPS, but if you really evaluate the USPS, the primary problem is that they're required to deliver 2nd and 3rd class mail at uneconomic rates. We all get the grocery flyers and various other unwanted solicitations, which in today's world can be easily and economically be delivered via email. The private carriers are not required to do so. They cherry pick the profitable segments.

    There are also way too many physical locations and the USPS's ability to close locations is constrained in a similar fashion to military base closings...it's a political football.

    Not sure about the discussion of coffee, but the sun has passed the meridian so it's time for a beer. Cheers!
    Sep 2, 2015. 12:07 PM | 2 Likes Like |Link to Comment
  • Making Sense Of Things  [View article]
    One of them said, "do you see how guys age so much better than women?"


    That's because the old guys are looking at women 20 years younger.
    Aug 31, 2015. 09:15 PM | Likes Like |Link to Comment
COMMENTS STATS
330 Comments
716 Likes