Seeking Alpha

wkl

wkl
Send Message
View as an RSS Feed
View wkl's Comments BY TICKER:
Latest  |  Highest rated
  • Only In The Washington Post: No Link Between Growth And Jobs [View article]
    Dean,
    We do live in a time when our individual thought processes and logic are turned over to the marketeer. We have all lost our ability to reason.
    Mar 4, 2012. 12:27 PM | Likes Like |Link to Comment
  • The immediate effects of completing the Keystone pipeline may be surprising and counterintuitive: It could increase domestic oil prices, raise prices at the pump, and the oil wouldn't even stay in the U.S. It would go directly from Canada to refineries in the Gulf region en route to export in Latin America and Europe; the U.S. would be used as little more than a transit corridor.  [View news story]
    Logical thoughts you present. The entire green energy program of this administration is nothing but a pie in the sky idea being force fed to the American people. Electric Cars? Will never sell. Do you hear Government Motors? I can't beleive he would even have the audacity in a speach to state that drilling for more oil to increase supply is nothing but a bumper sticker. Take a look at nat gas to see what prices do with an over abundance of supply. You are right, he has cast his lot with green energy and every decision he makes must cater to those group's agenda or his next election is lost. At the same, his supporters expect us to cheer his energy secretary's dream of gas rising to $8 a gallon to quicken their desire for this pie in the sky idea. This is madness.
    Mar 3, 2012. 03:25 PM | 4 Likes Like |Link to Comment
  • The immediate effects of completing the Keystone pipeline may be surprising and counterintuitive: It could increase domestic oil prices, raise prices at the pump, and the oil wouldn't even stay in the U.S. It would go directly from Canada to refineries in the Gulf region en route to export in Latin America and Europe; the U.S. would be used as little more than a transit corridor.  [View news story]
    No, I think you are Momma Obama. I think the Messiah resurrected you, his mother, to be his one true spokesperson. To preach the truth throughout the land so that all the non-believers will know the greatness of your son's spoken word. Thru his goodness, and your preaching, all of us who are non-believers will be saved from our ignorance.
    Mar 3, 2012. 12:55 PM | 3 Likes Like |Link to Comment
  • The immediate effects of completing the Keystone pipeline may be surprising and counterintuitive: It could increase domestic oil prices, raise prices at the pump, and the oil wouldn't even stay in the U.S. It would go directly from Canada to refineries in the Gulf region en route to export in Latin America and Europe; the U.S. would be used as little more than a transit corridor.  [View news story]
    Are you his mother?
    Mar 3, 2012. 11:14 AM | 9 Likes Like |Link to Comment
  • The immediate effects of completing the Keystone pipeline may be surprising and counterintuitive: It could increase domestic oil prices, raise prices at the pump, and the oil wouldn't even stay in the U.S. It would go directly from Canada to refineries in the Gulf region en route to export in Latin America and Europe; the U.S. would be used as little more than a transit corridor.  [View news story]
    Stop and think people! This is not about building another pipeline. It is about the environmentalist Disdain towards this dirty type of oil and the extra pollutants that come with it. They do not want this oil used Period! They do not want it going to the gulf area to be refined and processed in the USA. California has recently passed laws that heavily regulate this type of oil at the refinery's in that state. As for the author's complaint about raising oil prices, this is just sheer nonsense. The oil will reach it's destination one way or another.
    Mar 3, 2012. 11:00 AM | 5 Likes Like |Link to Comment
  • AT&T's Latest Boondoggle: Let App Makers Pay For Users' Data [View article]
    Yes, they are trying to rake in the cash. Is that not what they are in business to do? I beleive this makes a lot of sense. It is the same principle as this, I sell you a product but you have to pay the shipping cost. This occurs everyday in the business world. Yes, I can offer you freight prepaid with the sale, but lets be honest. Freight cost are always billed into the final cost.
    Feb 27, 2012. 04:49 PM | 1 Like Like |Link to Comment
  • "The only thing that matters is the price of gas in California and New York," writes Bruce Krasting, and it's blowing out thanks to dependence on Louisiana crude (which tracks the world benchmark). Forget $4, $5 gas may be coming in states that have the majority of cars (and GDP).  [View news story]
    I disagree, prices can hold here. They may flucuate lower with daily new events. But prices will remain in a tight trading range until summer. At which point they will rise, especially if you live in a state like myself where summer reformulated blends must be sold. These summer blends come at a higher price.
    Feb 27, 2012. 03:23 PM | 2 Likes Like |Link to Comment
  • mREITs: Golden Era Or Dark Age? [View article]
    This is not so surprising when you consider how much more free money is distributed throughout the economy under Democratic administrations. Where do you think all of the cheap money eventually ends up?
    Feb 27, 2012. 12:40 PM | Likes Like |Link to Comment
  • mREITs: Golden Era Or Dark Age? [View article]
    What about the regulatory environment, would he like to mirror Reagan on that too? Also, Reagan never raised taxes on dividends. I hear many parrots repeating this tax issue about Reagan from your talking heads, I would like to hear specific dates, specific rates and specific taxes that he raised.
    Feb 27, 2012. 10:29 AM | 2 Likes Like |Link to Comment
  • mREITs: Golden Era Or Dark Age? [View article]
    Another important consideration on the mortgage REITS will be a rising interest rate environment. I would caution all who would be considering this asset class to check NLY in the years 2005 & 2006 to see how the dividends got crushed with rising interest rates. Besides the dividend, check out the free cash flow, ROE & ROIC. I believe NLY to still be a good investment, but anyone who holds this asset class should monitor the interest rate environment going forward.
    Feb 26, 2012. 05:29 PM | 3 Likes Like |Link to Comment
  • mREITs: Golden Era Or Dark Age? [View article]
    Life sure was a bitch back then under Ronnie and Art wasn't it Brad. Would you like to do some real research and come back with some stats showing how many jobs were created at that time in history. Along with the large amount's of foreign investments that flooded into the United States. Now that was some real economic activity. And by the way, Laffer's views were based on the economic models of Milton Friedman a Nobel Prize recipient in economics. For an economist who came to reject Keynes models, something must been correct to have received an award from this organization.
    Feb 26, 2012. 02:58 PM | 4 Likes Like |Link to Comment
  • "The only thing that matters is the price of gas in California and New York," writes Bruce Krasting, and it's blowing out thanks to dependence on Louisiana crude (which tracks the world benchmark). Forget $4, $5 gas may be coming in states that have the majority of cars (and GDP).  [View news story]
    Lakeaffect,
    I want to be sure that I understand the thinking of your "King" in the white house. It is my understanding that he states it is only a bumper sticker to want to drill for more oil to increase supply. But magically, by releasing a few barrel's from the SPR our world supply and demand balance is solved? The forces of the past are long gone and may never return. The forces I am mentioning are that of which the impact of the economy of the USA as being the driving force of the price of oil in regards to supply and demand and prices.
    Feb 26, 2012. 12:25 PM | 6 Likes Like |Link to Comment
  • A Bearish Take On HP Under Whitman [View article]
    The CEO did mention products in her interview. What she is proposing is to cut down on the product offerings and the duplicated cost of having similar SKU'S. One needs to keep in mind this company is a behemoth with a large amount of resources, not some start up looking for venture capital dollars. It is a large ship that needs a large space in which to turn. Many authors opine on this site about individual equities without regards to the investment style that best reflects that particular equity. If you have a 3-5 year horizon on your investments, this may be a stock to consider. If not, you probably want to walk away.
    Feb 24, 2012. 01:30 PM | 1 Like Like |Link to Comment
  • NPR's Adam Davidson extolls the virtues of the "craft economy" in which small firms provide customized products - sometimes handmade - for less price-sensitive consumers. While it's far less stable, the sector "is showing how American manufacturing can compete in the global economy."  [View news story]
    When I read the headline "craft economy", my first thought was "Whow mon me be happy, We all gonna be basket weavers".
    Feb 19, 2012. 11:32 AM | 3 Likes Like |Link to Comment
  • Employment: Return Of The Great Oscillation [View article]
    John,
    A great read and a very good analysis on the true path we are on.
    Gee, I hope we don't "Muck" it up.
    Feb 5, 2012. 12:16 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
289 Comments
972 Likes