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  • Why I Bought Greek Stocks Today [View article]
    I liked this article.
    It was interesting, had some facts and gave a specific action suggestion.
    Sentiment in a crisis usually is more panic than just logic, so trading to make a buck seems like a potential winner.
    I don't keep much cash laying around so I guess I'm just going to observe.
    Jun 30, 2015. 09:02 PM | Likes Like |Link to Comment
  • Is Facebook Really Worth More Than Wal-Mart? A Value-Based Comparison [View article]
    I think Facebook is overvalued.
    My friend's dog has a Facebook account, but he can't click any ads.
    My friend would however go to Walmart to buy stuff for the dog and himself.
    Anyone remember when Microsoft paid $400 million for Hotmail?
    Gates was certain he could make money from all those millions of accounts. Not yet.
    Maybe Facebook can find a way to make lots of money somehow, but I wonder.
    Teenagers and women can be fickle, they're the biggest fans of Facebook.
    Jun 29, 2015. 08:19 PM | 1 Like Like |Link to Comment
  • Apple: Focus On This Trend [View article]
    Hold Apple. They have a gigantic war chest overseas. Today they can't really use it but you don't know what can happen politically.

    For example, in 2016 a president is the same party as House and Senate majority and they finally provide a tax incentive for American capital to be repatriated. Boom! and Apple can repatriate some more of their huge profits held beyond the reach of the taxman today.

    To me it's endlessly interesting that taxes impact American business so much, and affect individual investor's performance so much but are generally never mentioned here.

    I predict too that a future iPhone/iPad will do away with that lousy home button and mimic Android.
    Jun 29, 2015. 07:56 AM | 3 Likes Like |Link to Comment
  • Why I Wouldn't Own Microsoft [View article]
    I think Microsoft is going to muddle along.
    Windows and Office have alternatives, some free (Linux, open office, googledocs, chrome os, mac os, iwork free on iCloud)
    When they are giving away products you profit from, you might have a growth problem.
    But they're not out, they'll keep trying.
    As perpetual copycats, it might be slow progress.
    Jun 29, 2015. 12:17 AM | 1 Like Like |Link to Comment
  • Scanning The SA Family For Alpha: U01bsb0 [View article]
    I like buyandholds attitude.
    The richest investor I know is my neighbor who is buy and hold but she owns some bonds etc. She's 97 and owned Deere for over 60 years.
    She said she wishes she owned Apple but she just isn't as interested in her portfolio changing now.
    My father has mostly mutual funds, but also some Apple and China Mobile. He would pay huge tax if he sold them, so I suggested he hold them. He's 94.
    I am mystified why anyone would sell the most profitable business on earth to seek other stocks, but to each his own.
    I can't sell my Apple shares for a while because I hate capital gains taxes.
    Someday I'll sell a couple shares of AAPL and buy a boat for my new girlfriend.
    Jun 27, 2015. 10:18 PM | 1 Like Like |Link to Comment
  • 'Ye Of Little Faith' What Has It Cost You? Part 1 [View article]
    I have been fortunate enough to travel while someone else paid the fare. When you see around the world people 1. spending 2. consuming 3. building 4. working 5. innovating, you are either an "optimist" and want to get in on it, or a fool who sees the world stopping.
    Stocks may go up and down in the auction called the market, but over time, people still want more and will struggle to achieve it. If you want a piece of the action, you buy a piece of the action=stocks.
    Worldwide, people are not going to 1.stop farming (Deere) 2. stop driving (Chevron, Exxon) 3. stop building (Caterpillar, Komatsu) 4. stop using phones (Apple, ATT, China Mobile) 5. stop washing themselves and their clothes (Procter and Gamble, Colgate) 6. stop using medicines (Bayer, J&J, Pfizer, Lilly, Merck)
    Life goes on, the worldwide economy may be slow lately, but life goes on.
    In late 2009 my friend told me to get out of everything I owned and "buy gold and silver". He was certain we were headed into economic doom.
    Who could have predicted that American ingenuity would have found a way to extract more oil and gas than previously? Not a pessimist: "we're running out of oil!"
    Jun 26, 2015. 01:22 PM | 12 Likes Like |Link to Comment
  • GM Pokes Tesla With Chevy Bolt Development Progress Report [View article]
    Tesla's market share is miniscule and this won't change soon because the consumer doesn't want a battery car.
    Volt and Bolt are superior because they have engines to manage battery temps and extend the range.
    I can't believe that people think that a battery powered car is something revolutionary, look at the 1901 Columbia electric car with the same range as a 2015 Nissan Leaf.
    Jun 25, 2015. 11:31 AM | Likes Like |Link to Comment
  • U.S. fracking rules halted, for now [View news story]
    The judge is correct.
    The procedure in the USA is that when a Federal regulation of some kind is being proposed, it appears in something called the "Federal Register".
    Then, comments or input from the public is allowed for a specified period of time.
    The current executive in DC seem to frequently ignore the procedure since they believe that the rules evidently shouldn't apply to them.
    Jun 24, 2015. 09:54 PM | 5 Likes Like |Link to Comment
  • Building The Core With Vanguard: Foreign Stocks [View article]
    I say forget emerging markets unless a small % of your total investments.

    If your international is 10% of your portfolio, and emerging are 5% of your international, I think that there is no harm.

    But, every dollar I have invested in an emerging market fund is a dollar I did not invest in Deere, Nestle, Apple, J&J, etc. I seek excellence in management and profits.

    I have lived in an emerging market country, and my discussion about why mismanagement and corruption may affect a stock domiciled there would be too boring.
    Jun 24, 2015. 11:32 AM | Likes Like |Link to Comment
  • Nadella's Microsoft Is Cloud First, Cloud Second, Cloud Always [View article]
    So microsoft is going after Google with chrome OS? That's a "cloud based" system with Linux underneath.

    Like Aleksandar, I like googledocs and have used it for years. I'm mystified at those who still use Office but they never buy it, someone else did where they work.

    I think microsoft is between a rock and a hard place today, but they'll get by although the future isn't bright for them as they're copycats never innovators.
    Jun 24, 2015. 11:22 AM | Likes Like |Link to Comment
  • The False Debate - Deficit Spending Vs. Austerity [View article]
    There is no "austerity" in the USA deficit spending today for certain.
    What is the problem with too much deficit spending=too much debt?
    The problem is that interest payments to foreigners keeps increasing. US taxpayers are paying interest to send outside the USA. This money would be better off here.
    The other problem is that govt. is a waste of capital, a black hole. My capital is better off invested than sent to the US Treasury.
    The other disadvantage of USA debt spending is its effect on our money value overseas. So, if you want to buy goods from the Swiss, or visit Switzerland, you'll see over time you can't afford it. The Swiss have a reasonable debt to their economy and the USA keeps spending too much, including an unwinnable "war on poverty."
    Interestingly, some foreign goods are being produced here: BMW and others make their cars within our borders today to make them more cheaply and affordable to us.
    Jun 22, 2015. 10:47 AM | 3 Likes Like |Link to Comment
  • Greece: Should I Stay Or Should I Go... [View article]
    But if the rest of Europe is in recession, no tourists will show up, they're too broke.
    Another country that depends heavily on tourism comes to mind; Mexico.
    Jun 21, 2015. 07:17 PM | Likes Like |Link to Comment
  • Scanning The SA Family For Alpha: Daskapital1000 [View article]
    My father just turned 94, and he likes having some capital growth but of course now isn't necessary to him.
    Vanguard is where most of his $ is, but in a high income year he bought an annuity, so the investments are frosting on the cake.
    Living off social security and mutual of America means Vanguard can be a bit aggressive just for the hell of it.
    Wellington, Dividend index, muni high, corporate high, total stock mkt index,
    Tax managed capital appreciation.
    The bond funds are for extra fun money which somehow isn't spent antway.
    Jun 20, 2015. 01:36 PM | 1 Like Like |Link to Comment
  • Scanning The SA Family For Alpha: Daskapital1000 [View article]
    I would like the author to distinguish real growth stocks (Apple) from stocks that rise with no growth in profits (amazon, tesla)
    Dividend stocks were once called blue chips. I like the idea of owning stocks that are blue chips, and those that are growing huge profits.
    No profits, small profits, nothing new (battery cars); get outta here.
    Jun 20, 2015. 01:25 PM | 5 Likes Like |Link to Comment
  • Apple: What Is The Future Of The Mac? [View article]
    The first "iStuff" was actually a Mac, called the iMac.
    What resurrected Apple was a Mac desktop computer.
    Jun 20, 2015. 10:48 AM | Likes Like |Link to Comment