Seeking Alpha

larocag

larocag
Send Message
View as an RSS Feed
View larocag's Comments BY TICKER:
Latest  |  Highest rated
  • Dividend Growth Investment Or Compounding Machine? Brenntag Could Be Both [View article]
    I you want to make money writing SA articles, you need to understand these guys. I could write me a yacht if I needed the bucks.
    Apr 19 11:43 PM | Likes Like |Link to Comment
  • Dividend Growth Investment Or Compounding Machine? Brenntag Could Be Both [View article]
    You should have saved the compounding machine phrase for a generic dividend article. The zealots would have loved that.
    Apr 19 02:08 PM | Likes Like |Link to Comment
  • What Exactly Is Risk? [View article]
    Is that is why all the Wall Street banks hire people based on how many drunk uncles they have and how much media they watch, rather than hire people with mathematical degrees?
    Apr 18 12:59 PM | Likes Like |Link to Comment
  • Ultra-Low-Risk Retirement Strategy For Folks Who've Saved $1 Million [View article]
    Ditto-heads are a self-described group. I do not determine who is a ditto-head. They call themselves ditto-heads.

    Ditto-head was made up by quite a bigot, but you will have to blame Rush for that one.

    You will have to try harder to make me out as a bad person. Again though, the ditto-heads will be with you. See one already is.
    Apr 18 11:45 AM | Likes Like |Link to Comment
  • Ultra-Low-Risk Retirement Strategy For Folks Who've Saved $1 Million [View article]
    You didn't put enough effort (or inspiration) into that to get me to craft a real response.

    I am sure a few ditto-heads will see it as brilliant though. It doesn't take much.
    Apr 17 09:27 PM | Likes Like |Link to Comment
  • What Exactly Is Risk? [View article]
    Looks like the author is trying to explain risk to a bunch of people that already understand it. No skewness or kurtosis needed. Probably not much knowledge of statistics needed either. We are seeking alpha here.

    BTW can one find a complete distribution (mean, standard deviation, skewness, and kurtosis) for some common investments?
    Apr 17 01:40 PM | 2 Likes Like |Link to Comment
  • North Dakota's new shale problem: radioactive waste [View news story]
    Again we don't know how much. They may have a reason to "droll with GLEE" or it might be so little that there is no worry.

    Why can't people ever wait for the data before they make up their minds.

    People on both sides are being idiots (jumping to conclusions based on allegiance to a group) as usual.
    Apr 17 01:08 PM | 1 Like Like |Link to Comment
  • Ultra-Low-Risk Retirement Strategy For Folks Who've Saved $1 Million [View article]
    I correlated real estate appreciation to blueness but you did point out that there are some bad blue areas. These are places where people are forced to stay because they are poor or tied to a fading union job. They lean left because the left are the only ones that care about them not because of some philosophical choice.

    When people have a choice where to live and what to believe the lefties are a lot better a picking a place and fixing it up.

    You are the one preoccupied with guns. They are not important at all to me. They have almost nothing to do with anything that I care about. If I lived in Somalia, it might be different.
    Apr 16 05:41 PM | Likes Like |Link to Comment
  • Ultra-Low-Risk Retirement Strategy For Folks Who've Saved $1 Million [View article]
    You are the one that brought up guns while I was talking about real estate values. You are the one that is explaining to me how important guns are. Where I live, I just don't think about them.
    Apr 16 01:09 PM | Likes Like |Link to Comment
  • North Dakota's new shale problem: radioactive waste [View news story]
    I didn't see any numbers about how much radioactivity. I don't know whether to be concerned. As usual the people around me know more than I do about whether this is a bad thing or not. How does everyone get so smart?
    Apr 16 12:46 PM | 1 Like Like |Link to Comment
  • Ultra-Low-Risk Retirement Strategy For Folks Who've Saved $1 Million [View article]
    Sure, if you just want to stroke a hunk of metal or hunt vermin, you don't need to point it at anyone but in our context "where there is a lot of crime" that is the reason that you want "gun owner rights".

    Anyhow, I was talking about property values and nice places to live. If your more interested in toting a gun than having your real estate appreciate, that is your preference.
    Apr 16 12:41 PM | Likes Like |Link to Comment
  • Ultra-Low-Risk Retirement Strategy For Folks Who've Saved $1 Million [View article]
    You mean like Detroit and other rusting places I would guess. I would never buy real estate there either. You don't have to be stupid about this kind of thing--unless you are poor. If you can afford to seek alpha, you can find nice places where you don't need gun-owner rights and there is a reasonable expectation of property value improvement.

    It seems like the places that I like always end-up appreciating and I never need to point a gun at anyone around me.
    Apr 16 12:34 AM | 1 Like Like |Link to Comment
  • India's AEW Tender: Boeing's Next Battleground [View article]
    If India just wants few aerodynamic air-vehicles, I would hardly call supplying those aircraft as "getting into the AEW&C business".

    I would also wish India good luck on that one. If you can't handle aerodynamics you are going to get one whopper of a lesson when you try building tracking algorithms.
    Apr 16 12:25 AM | Likes Like |Link to Comment
  • Ultra-Low-Risk Retirement Strategy For Folks Who've Saved $1 Million [View article]
    I would never buy real estate in a red state or more precisely the red part of a state. Red folks just pick cheap places to live then keep them cheap by not investing in them. Blue folks hang around colleges, build bike paths, art the place up, attract educated professionals, then the property values go up.
    Apr 15 04:08 PM | 1 Like Like |Link to Comment
  • India's AEW Tender: Boeing's Next Battleground [View article]
    Sure building tanker avionics is just as hard as building tracking and command and control algorithms--until you actually have to do it. Some problems are just harder than others and this is one of the hardest there is.

    Like I said Boeing thought they would make a killing by developing three similar AEW&C and selling them to three customers--they lost their shorts on all three contracts. I would let Airbus give that one a try if I was Boeing.
    Apr 15 03:59 PM | Likes Like |Link to Comment
COMMENTS STATS
1,358 Comments
1,460 Likes