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  <channel>
    <title>Dannzo Evanns's Comments</title>
    <description>Dannzo Evanns's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/704235/comments</link>
    <item>
      <title>World's Cheapest ETF Portfolio: Institutional-Caliber Diversification For 8 Basis Points</title>
      <link>http://seekingalpha.com/article/891851/comments?source=feed#comment-9960741</link>
      <guid isPermaLink="false">9960741</guid>
      <content>
        <![CDATA[The difference between SCHE's new expense ratio to EEM's 0.67 is amazing, however, in the case of VWO, that ETF actually somewhat underperforms EEM because of the method Vanguard uses to price the underlying securities.  In the case of emerging markets, it might actually be safer to go with EEM if SCHE prices similarly.]]>
      </content>
      <pubDate>Fri, 28 Sep 2012 09:11:53 -0400</pubDate>
      <description>
        <![CDATA[The difference between SCHE's new expense ratio to EEM's 0.67 is amazing, however, in the case of VWO, that ETF actually somewhat underperforms EEM because of the method Vanguard uses to price the underlying securities.  In the case of emerging markets, it might actually be safer to go with EEM if SCHE prices similarly.]]>
      </description>
    </item>
    <item>
      <title>Is The Apple Dividend Overrated?</title>
      <link>http://seekingalpha.com/article/488881/comments?source=feed#comment-4648661</link>
      <guid isPermaLink="false">4648661</guid>
      <content>
        <![CDATA[It will be interesting to see if other companies follow suit...]]>
      </content>
      <pubDate>Sat, 21 Apr 2012 16:46:03 -0400</pubDate>
      <description>
        <![CDATA[It will be interesting to see if other companies follow suit...]]>
      </description>
    </item>
    <item>
      <title>The Current Valuation Of 5 Top Stocks Should Preclude New Investment</title>
      <link>http://seekingalpha.com/article/480451/comments?source=feed#comment-4396741</link>
      <guid isPermaLink="false">4396741</guid>
      <content>
        <![CDATA[This article is very dependent on Efficient Market Hypothesis, but not everything is so linear in the stock market.  Many trading models use CAPM as their basis.  Even within CAPM, there are unknowns - nobody really knows what the expected rate of return of the market or a specific stock is.  PE and EPS growth are only two variables amongst many.  ]]>
      </content>
      <pubDate>Fri, 13 Apr 2012 10:47:11 -0400</pubDate>
      <description>
        <![CDATA[This article is very dependent on Efficient Market Hypothesis, but not everything is so linear in the stock market.  Many trading models use CAPM as their basis.  Even within CAPM, there are unknowns - nobody really knows what the expected rate of return of the market or a specific stock is.  PE and EPS growth are only two variables amongst many.  ]]>
      </description>
    </item>
    <item>
      <title>What Fundamentals Are Driving Gold ETFs?</title>
      <link>http://seekingalpha.com/article/494071/comments?source=feed#comment-4389301</link>
      <guid isPermaLink="false">4389301</guid>
      <content>
        <![CDATA[I really don't see much reason for gold to go higher, unless the US goes into recession or inflation spirals out of control (both of which most likely won't be happening).]]>
      </content>
      <pubDate>Fri, 13 Apr 2012 06:33:56 -0400</pubDate>
      <description>
        <![CDATA[I really don't see much reason for gold to go higher, unless the US goes into recession or inflation spirals out of control (both of which most likely won't be happening).]]>
      </description>
    </item>
    <item>
      <title>Is The Apple Dividend Overrated?</title>
      <link>http://seekingalpha.com/article/488881/comments?source=feed#comment-4321821</link>
      <guid isPermaLink="false">4321821</guid>
      <content>
        <![CDATA[Yes, the dividend will most affect those who have an ETF or mutual fund that has a high concentration of Apple shares, such as QQQ or XLK.  Otherwise, the effect of the dividend is basically meaningless.]]>
      </content>
      <pubDate>Wed, 11 Apr 2012 10:55:47 -0400</pubDate>
      <description>
        <![CDATA[Yes, the dividend will most affect those who have an ETF or mutual fund that has a high concentration of Apple shares, such as QQQ or XLK.  Otherwise, the effect of the dividend is basically meaningless.]]>
      </description>
    </item>
    <item>
      <title>Is The Apple Dividend Overrated?</title>
      <link>http://seekingalpha.com/article/488881/comments?source=feed#comment-4306681</link>
      <guid isPermaLink="false">4306681</guid>
      <content>
        <![CDATA[I'm sure that more funds will add in the future as well.]]>
      </content>
      <pubDate>Tue, 10 Apr 2012 21:30:11 -0400</pubDate>
      <description>
        <![CDATA[I'm sure that more funds will add in the future as well.]]>
      </description>
    </item>
    <item>
      <title>Will Joe's Jeans Help Your Wallet Look Bigger?</title>
      <link>http://seekingalpha.com/article/480401/comments?source=feed#comment-4171841</link>
      <guid isPermaLink="false">4171841</guid>
      <content>
        <![CDATA[Nice job!  I've had JOEZ for a long time now, when I bought people were comparing the company to the early stages of True Religion.  There is nowhere to go but up!]]>
      </content>
      <pubDate>Thu, 05 Apr 2012 10:49:43 -0400</pubDate>
      <description>
        <![CDATA[Nice job!  I've had JOEZ for a long time now, when I bought people were comparing the company to the early stages of True Religion.  There is nowhere to go but up!]]>
      </description>
    </item>
    <item>
      <title>Lockheed Martin: A Worthy Addition</title>
      <link>http://seekingalpha.com/article/475511/comments?source=feed#comment-4137091</link>
      <guid isPermaLink="false">4137091</guid>
      <content>
        <![CDATA[Hmm, I think the question is, will price converge to your intrinsic value or another one.  ]]>
      </content>
      <pubDate>Wed, 04 Apr 2012 11:18:23 -0400</pubDate>
      <description>
        <![CDATA[Hmm, I think the question is, will price converge to your intrinsic value or another one.  ]]>
      </description>
    </item>
    <item>
      <title>What's Better? Dividends Or Covered Calls</title>
      <link>http://seekingalpha.com/article/476351/comments?source=feed#comment-4125831</link>
      <guid isPermaLink="false">4125831</guid>
      <content>
        <![CDATA[An interesting strategy I once read about is to use covered calls with stochastics.  When it looks like the fast stochastic line is going to cross the slow stochastic line, that is when you write a call.  However, it's been my personal experience that writing calls isn't really worth it because doing so doesn't really pay much (but for the most part I only have stocks under $10).]]>
      </content>
      <pubDate>Wed, 04 Apr 2012 05:30:05 -0400</pubDate>
      <description>
        <![CDATA[An interesting strategy I once read about is to use covered calls with stochastics.  When it looks like the fast stochastic line is going to cross the slow stochastic line, that is when you write a call.  However, it's been my personal experience that writing calls isn't really worth it because doing so doesn't really pay much (but for the most part I only have stocks under $10).]]>
      </description>
    </item>
    <item>
      <title>Lockheed Martin: Wait For Defense Cut Decisions</title>
      <link>http://seekingalpha.com/article/475081/comments?source=feed#comment-4101851</link>
      <guid isPermaLink="false">4101851</guid>
      <content>
        <![CDATA[I wouldn't touch this thing with a 10-foot pole!  The current admin. seems content with solving things diplomatically (and I don't see a different Pres. coming in).]]>
      </content>
      <pubDate>Tue, 03 Apr 2012 12:47:07 -0400</pubDate>
      <description>
        <![CDATA[I wouldn't touch this thing with a 10-foot pole!  The current admin. seems content with solving things diplomatically (and I don't see a different Pres. coming in).]]>
      </description>
    </item>
    <item>
      <title>Lockheed Martin: A Worthy Addition</title>
      <link>http://seekingalpha.com/article/475511/comments?source=feed#comment-4101211</link>
      <guid isPermaLink="false">4101211</guid>
      <content>
        <![CDATA[&quot;eventually the share-price will catch up to intrinsic value. It always does.&quot;<br/><br/>Really??  So your formula can tell the future too?  Lockheed Martin: NOT a Worthy Addition?    ]]>
      </content>
      <pubDate>Tue, 03 Apr 2012 12:36:35 -0400</pubDate>
      <description>
        <![CDATA[&quot;eventually the share-price will catch up to intrinsic value. It always does.&quot;<br/><br/>Really??  So your formula can tell the future too?  Lockheed Martin: NOT a Worthy Addition?    ]]>
      </description>
    </item>
    <item>
      <title>Time Arbitrage: Investing Vs. Speculation</title>
      <link>http://seekingalpha.com/article/458571/comments?source=feed#comment-3860551</link>
      <guid isPermaLink="false">3860551</guid>
      <content>
        <![CDATA[Benjamin Graham was clearly ahead of his time.  I highly recommend The Intelligent Investor to anyone out there who hasn't read it yet, it's almost required material]]>
      </content>
      <pubDate>Tue, 27 Mar 2012 06:36:45 -0400</pubDate>
      <description>
        <![CDATA[Benjamin Graham was clearly ahead of his time.  I highly recommend The Intelligent Investor to anyone out there who hasn't read it yet, it's almost required material]]>
      </description>
    </item>
    <item>
      <title>Re-Thinking The Allocation To Bond ETFs</title>
      <link>http://seekingalpha.com/article/453151/comments?source=feed#comment-3751891</link>
      <guid isPermaLink="false">3751891</guid>
      <content>
        <![CDATA[I didn't include TLT in my article but I was thinking about doing so (only that would increase the complexity of the article!).  TLT has maturities of something like 17-20 years - when I played around with it, performance was actually better!  The trick is to have only a portion of funds devoted to bonds in TLT, not the whole thing.  ]]>
      </content>
      <pubDate>Fri, 23 Mar 2012 09:32:28 -0400</pubDate>
      <description>
        <![CDATA[I didn't include TLT in my article but I was thinking about doing so (only that would increase the complexity of the article!).  TLT has maturities of something like 17-20 years - when I played around with it, performance was actually better!  The trick is to have only a portion of funds devoted to bonds in TLT, not the whole thing.  ]]>
      </description>
    </item>
    <item>
      <title>ETF Spotlight: IShares Russell 1000 Growth</title>
      <link>http://seekingalpha.com/article/451921/comments?source=feed#comment-3747821</link>
      <guid isPermaLink="false">3747821</guid>
      <content>
        <![CDATA[I love this ETF! (despite the fact that experts say you shouldn't &quot;love&quot; a stock) ]]>
      </content>
      <pubDate>Fri, 23 Mar 2012 07:00:13 -0400</pubDate>
      <description>
        <![CDATA[I love this ETF! (despite the fact that experts say you shouldn't &quot;love&quot; a stock) ]]>
      </description>
    </item>
    <item>
      <title>Simple Portfolio Building: Ultra Conservative Fixed Income</title>
      <link>http://seekingalpha.com/article/451211/comments?source=feed#comment-3747801</link>
      <guid isPermaLink="false">3747801</guid>
      <content>
        <![CDATA[That's the first time I saw a portfolio with lower volatility than the return using etfreplay.com!]]>
      </content>
      <pubDate>Fri, 23 Mar 2012 06:55:06 -0400</pubDate>
      <description>
        <![CDATA[That's the first time I saw a portfolio with lower volatility than the return using etfreplay.com!]]>
      </description>
    </item>
    <item>
      <title>In Search Of Dividends? Look Outside The U.S.</title>
      <link>http://seekingalpha.com/article/428671/comments?source=feed#comment-3416931</link>
      <guid isPermaLink="false">3416931</guid>
      <content>
        <![CDATA[I don't use E-Trade any more, but I remember a while ago they offered trading in London and in Hong Kong (with a HEFTY foreign market trading fee attached of course).  I would just stick with ADRs.  BTI is sort of like the British version of Philip Morris.]]>
      </content>
      <pubDate>Mon, 12 Mar 2012 20:45:31 -0400</pubDate>
      <description>
        <![CDATA[I don't use E-Trade any more, but I remember a while ago they offered trading in London and in Hong Kong (with a HEFTY foreign market trading fee attached of course).  I would just stick with ADRs.  BTI is sort of like the British version of Philip Morris.]]>
      </description>
    </item>
    <item>
      <title>Don't Overweight Your Portfolio With Apple</title>
      <link>http://seekingalpha.com/article/393281/comments?source=feed#comment-3399021</link>
      <guid isPermaLink="false">3399021</guid>
      <content>
        <![CDATA[It's not the &quot;house's&quot; money, it's your money!  Well done!]]>
      </content>
      <pubDate>Mon, 12 Mar 2012 11:10:02 -0400</pubDate>
      <description>
        <![CDATA[It's not the &quot;house's&quot; money, it's your money!  Well done!]]>
      </description>
    </item>
    <item>
      <title>Did Starbucks Roast Green Mountain?</title>
      <link>http://seekingalpha.com/article/421941/comments?source=feed#comment-3331301</link>
      <guid isPermaLink="false">3331301</guid>
      <content>
        <![CDATA[As I was reading this article, I could only think to myself that the SBUX machine had better have a lot of bells and whistles to take market share away from Keurigs.  If this isn't the case, then SBUX will have to pull some marketing tricks (such as free offers, coupons, a certain percentage off at its stores if you buy the machine, etc.).  Can SBUX do it?  I would say, don't under-estimate SBUX!]]>
      </content>
      <pubDate>Fri, 09 Mar 2012 12:02:53 -0500</pubDate>
      <description>
        <![CDATA[As I was reading this article, I could only think to myself that the SBUX machine had better have a lot of bells and whistles to take market share away from Keurigs.  If this isn't the case, then SBUX will have to pull some marketing tricks (such as free offers, coupons, a certain percentage off at its stores if you buy the machine, etc.).  Can SBUX do it?  I would say, don't under-estimate SBUX!]]>
      </description>
    </item>
    <item>
      <title>Markets Point To Economic Recovery In 2012</title>
      <link>http://seekingalpha.com/article/419441/comments?source=feed#comment-3282071</link>
      <guid isPermaLink="false">3282071</guid>
      <content>
        <![CDATA[I love this up-beat article, but is WPZ's falling P/E ratio a function of an improving economy or something else (perhaps because it's an MLP or in natural gas)?]]>
      </content>
      <pubDate>Thu, 08 Mar 2012 07:04:39 -0500</pubDate>
      <description>
        <![CDATA[I love this up-beat article, but is WPZ's falling P/E ratio a function of an improving economy or something else (perhaps because it's an MLP or in natural gas)?]]>
      </description>
    </item>
    <item>
      <title>Buy-And-Hold Investing Can't Die</title>
      <link>http://seekingalpha.com/article/415621/comments?source=feed#comment-3251671</link>
      <guid isPermaLink="false">3251671</guid>
      <content>
        <![CDATA[Excellent article.  The stock market isn't really a zero sum game because value is being created over long time periods.  Thus, for long-term investors, the stock market is actually a positive-sum game (given, of course, that they choose securities that increase in value).]]>
      </content>
      <pubDate>Wed, 07 Mar 2012 10:53:49 -0500</pubDate>
      <description>
        <![CDATA[Excellent article.  The stock market isn't really a zero sum game because value is being created over long time periods.  Thus, for long-term investors, the stock market is actually a positive-sum game (given, of course, that they choose securities that increase in value).]]>
      </description>
    </item>
    <item>
      <title>Don't Bet On U.S. Presidential Election Year Seasonal Stock Market Patterns</title>
      <link>http://seekingalpha.com/article/414071/comments?source=feed#comment-3220961</link>
      <guid isPermaLink="false">3220961</guid>
      <content>
        <![CDATA[Ah, I think the additional years in the WSJ graph might be skewing the extremes towards the mean.  Perhaps it would be more correct to use the same period in your graph (starting in 1900).  ]]>
      </content>
      <pubDate>Tue, 06 Mar 2012 13:35:17 -0500</pubDate>
      <description>
        <![CDATA[Ah, I think the additional years in the WSJ graph might be skewing the extremes towards the mean.  Perhaps it would be more correct to use the same period in your graph (starting in 1900).  ]]>
      </description>
    </item>
    <item>
      <title>Don't Bet On U.S. Presidential Election Year Seasonal Stock Market Patterns</title>
      <link>http://seekingalpha.com/article/414071/comments?source=feed#comment-3218951</link>
      <guid isPermaLink="false">3218951</guid>
      <content>
        <![CDATA[Are we comparing apples to apples?  Why does the 1st graph have a range of -2% to 6% and the second graph goes from -40% to 25%?  <br/><br/>Also, it would be interesting to see a graph of years when the incumbent is running, as the second term is associated with a stronger economy than the 1st.]]>
      </content>
      <pubDate>Tue, 06 Mar 2012 12:41:54 -0500</pubDate>
      <description>
        <![CDATA[Are we comparing apples to apples?  Why does the 1st graph have a range of -2% to 6% and the second graph goes from -40% to 25%?  <br/><br/>Also, it would be interesting to see a graph of years when the incumbent is running, as the second term is associated with a stronger economy than the 1st.]]>
      </description>
    </item>
    <item>
      <title>Beating The S&amp;P 500 With An Apple-Tilted ETF Portfolio</title>
      <link>http://seekingalpha.com/article/411011/comments?source=feed#comment-3208261</link>
      <guid isPermaLink="false">3208261</guid>
      <content>
        <![CDATA[That is why I said the portfolio won't outperform the S&amp;P 500 in the long term (but it might).  Nothing is absolutely certain.  ]]>
      </content>
      <pubDate>Tue, 06 Mar 2012 06:52:29 -0500</pubDate>
      <description>
        <![CDATA[That is why I said the portfolio won't outperform the S&amp;P 500 in the long term (but it might).  Nothing is absolutely certain.  ]]>
      </description>
    </item>
    <item>
      <title>Beating The S&amp;P 500 With An Apple-Tilted ETF Portfolio</title>
      <link>http://seekingalpha.com/article/411011/comments?source=feed#comment-3208221</link>
      <guid isPermaLink="false">3208221</guid>
      <content>
        <![CDATA[This would also depend on how much money an investor has to achieve diversification.  In order to buy every stock in QQQ in equal proportions, the investor would have to be a millionaire.  The common investor can achieve the same diversification by just buying QQQ.]]>
      </content>
      <pubDate>Tue, 06 Mar 2012 06:48:14 -0500</pubDate>
      <description>
        <![CDATA[This would also depend on how much money an investor has to achieve diversification.  In order to buy every stock in QQQ in equal proportions, the investor would have to be a millionaire.  The common investor can achieve the same diversification by just buying QQQ.]]>
      </description>
    </item>
    <item>
      <title>Beating The S&amp;P 500 With An Apple-Tilted ETF Portfolio</title>
      <link>http://seekingalpha.com/article/411011/comments?source=feed#comment-3199691</link>
      <guid isPermaLink="false">3199691</guid>
      <content>
        <![CDATA[An investor might not want to take on the risk of buying an individual security, so it makes more sense to own it through an ETF or a mutual fund.  There could also be certain circumstances that prohibits an investor from directly buying shares of a company, but that doesn't prevent owning shares through an ETF or mutual fund.   ]]>
      </content>
      <pubDate>Mon, 05 Mar 2012 18:23:30 -0500</pubDate>
      <description>
        <![CDATA[An investor might not want to take on the risk of buying an individual security, so it makes more sense to own it through an ETF or a mutual fund.  There could also be certain circumstances that prohibits an investor from directly buying shares of a company, but that doesn't prevent owning shares through an ETF or mutual fund.   ]]>
      </description>
    </item>
    <item>
      <title>Beating The S&amp;P 500 With An Apple-Tilted ETF Portfolio</title>
      <link>http://seekingalpha.com/article/411011/comments?source=feed#comment-3199571</link>
      <guid isPermaLink="false">3199571</guid>
      <content>
        <![CDATA[Every year except 1 is still not bad...]]>
      </content>
      <pubDate>Mon, 05 Mar 2012 18:18:40 -0500</pubDate>
      <description>
        <![CDATA[Every year except 1 is still not bad...]]>
      </description>
    </item>
    <item>
      <title>Beating The S&amp;P 500 With An Apple-Tilted ETF Portfolio</title>
      <link>http://seekingalpha.com/article/411011/comments?source=feed#comment-3186471</link>
      <guid isPermaLink="false">3186471</guid>
      <content>
        <![CDATA[Actually, now that I think about it, not all ETFs that I tried had a history going as far back as April 10th, 2007.  Only the &quot;finalized&quot; ETFs went that far back (but still an excellent idea to try).]]>
      </content>
      <pubDate>Mon, 05 Mar 2012 12:18:15 -0500</pubDate>
      <description>
        <![CDATA[Actually, now that I think about it, not all ETFs that I tried had a history going as far back as April 10th, 2007.  Only the &quot;finalized&quot; ETFs went that far back (but still an excellent idea to try).]]>
      </description>
    </item>
    <item>
      <title>Beating The S&amp;P 500 With An Apple-Tilted ETF Portfolio</title>
      <link>http://seekingalpha.com/article/411011/comments?source=feed#comment-3185801</link>
      <guid isPermaLink="false">3185801</guid>
      <content>
        <![CDATA[That is an excellent idea, there are actually many things that I could have done differently or included in the article, but decided not to for the sake of brevity.  Maybe I can follow up on things with another article.]]>
      </content>
      <pubDate>Mon, 05 Mar 2012 12:02:59 -0500</pubDate>
      <description>
        <![CDATA[That is an excellent idea, there are actually many things that I could have done differently or included in the article, but decided not to for the sake of brevity.  Maybe I can follow up on things with another article.]]>
      </description>
    </item>
    <item>
      <title>Sotheby's: Bid With Caution</title>
      <link>http://seekingalpha.com/article/408351/comments?source=feed#comment-3126391</link>
      <guid isPermaLink="false">3126391</guid>
      <content>
        <![CDATA[You didn't say what was behind the recent tumble.  BID had declining auction revenues and commissions.  I think this is more of a short term thing due to economies in European countries, long term the company is in good shape.  Your table shows that net margins are increasing.  This is a good buying opportunity.  ]]>
      </content>
      <pubDate>Sat, 03 Mar 2012 03:15:50 -0500</pubDate>
      <description>
        <![CDATA[You didn't say what was behind the recent tumble.  BID had declining auction revenues and commissions.  I think this is more of a short term thing due to economies in European countries, long term the company is in good shape.  Your table shows that net margins are increasing.  This is a good buying opportunity.  ]]>
      </description>
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