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    <title>cubanpete's Comments</title>
    <description>cubanpete's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/895822/comments</link>
    <item>
      <title>Pres. Obama's re-election doesn't bode well for the odds of a tax holiday on overseas cash, notes Eric Savitz. That's problematic for large-cap tech names such as Apple (AAPL), Microsoft (MSFT), and Cisco (CSCO), which respectively have $83B, $54B, and $42.5B stashed overseas (per their most recent financials). As Savitz observes, there's a good chance some of that cash will be used on foreign acquisitions, especially in light of recent deals such as Microsoft/Skype and Cisco/NDS.</title>
      <link>http://seekingalpha.com/currents/post/650221?source=feed#comment-11375831</link>
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        <![CDATA[I happen to think that moving quickly to develop a policy which allows reduced taxes on overseas profits/cash if the money is invested in proven job-creating businesses in the U.S. is a no-brainer.  I also agree that the money has been taxed already where it was earned so this kind of solution would be a win/win.  Then again, I am a proponent of legalizing marijuana and imposing a hefty tax on it (think cigarettes) as a way of opening a new revenue stream for the government and eliminating a profit source for organized crime.  But then again, I am the first to admit I don't know much about nothin'!]]>
      </content>
      <pubDate>Thu, 08 Nov 2012 12:22:09 -0500</pubDate>
      <description>
        <![CDATA[I happen to think that moving quickly to develop a policy which allows reduced taxes on overseas profits/cash if the money is invested in proven job-creating businesses in the U.S. is a no-brainer.  I also agree that the money has been taxed already where it was earned so this kind of solution would be a win/win.  Then again, I am a proponent of legalizing marijuana and imposing a hefty tax on it (think cigarettes) as a way of opening a new revenue stream for the government and eliminating a profit source for organized crime.  But then again, I am the first to admit I don't know much about nothin'!]]>
      </description>
    </item>
    <item>
      <title>REITs To Hold Forever, Most Likely</title>
      <link>http://seekingalpha.com/article/940601/comments?source=feed#comment-10802621</link>
      <guid isPermaLink="false">10802621</guid>
      <content>
        <![CDATA[Very good article.  I hold HCN in my little IRA and would love to know your reasons for not having it on your list as you seem to know your stuff and I would value your opinion/analysis. Many thanks, P]]>
      </content>
      <pubDate>Tue, 23 Oct 2012 10:54:45 -0400</pubDate>
      <description>
        <![CDATA[Very good article.  I hold HCN in my little IRA and would love to know your reasons for not having it on your list as you seem to know your stuff and I would value your opinion/analysis. Many thanks, P]]>
      </description>
    </item>
    <item>
      <title>Profitability Analysis Of PepsiCo</title>
      <link>http://seekingalpha.com/article/727491/comments?source=feed#comment-7489661</link>
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      <content>
        <![CDATA[Good analysis, but is the final conclusion that Pepsi is a &quot;sell&quot; or a &quot;non buy&quot;?  Not quite sure as there are a few key positives and then some negatives in your summary.]]>
      </content>
      <pubDate>Tue, 17 Jul 2012 22:47:07 -0400</pubDate>
      <description>
        <![CDATA[Good analysis, but is the final conclusion that Pepsi is a &quot;sell&quot; or a &quot;non buy&quot;?  Not quite sure as there are a few key positives and then some negatives in your summary.]]>
      </description>
    </item>
    <item>
      <title>Building A Portfolio, One Wish-List Stock At A Time</title>
      <link>http://seekingalpha.com/article/724641/comments?source=feed#comment-7470121</link>
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      <content>
        <![CDATA[This was an easy to understand and easy to follow article.  Many thanks.  I suppose I also liked it as many of your picks and wishes reflect some of the stocks I am looking at carefully, so I feel both justified and secretly happy that if I make a mistake, there is someone else out there ready to suffer also!  Good insightful summary.]]>
      </content>
      <pubDate>Tue, 17 Jul 2012 14:01:41 -0400</pubDate>
      <description>
        <![CDATA[This was an easy to understand and easy to follow article.  Many thanks.  I suppose I also liked it as many of your picks and wishes reflect some of the stocks I am looking at carefully, so I feel both justified and secretly happy that if I make a mistake, there is someone else out there ready to suffer also!  Good insightful summary.]]>
      </description>
    </item>
    <item>
      <title>A New Reason To Buy Eli Lilly Now</title>
      <link>http://seekingalpha.com/article/679361/comments?source=feed#comment-6747711</link>
      <guid isPermaLink="false">6747711</guid>
      <content>
        <![CDATA[Very interesting article.  In the WSJ some days ago, Jack Hough wrote about &quot;moat&quot; stocks--those that are measured by return on invested capital (<a href='http://seekingalpha.com/symbol/roic' title='Retail Opportunity Investments Corp.'>ROIC</a>) and Eli Lilly was at the top of the pharma big boys with a 21.1% return on its invested capital.]]>
      </content>
      <pubDate>Sun, 24 Jun 2012 15:40:33 -0400</pubDate>
      <description>
        <![CDATA[Very interesting article.  In the WSJ some days ago, Jack Hough wrote about &quot;moat&quot; stocks--those that are measured by return on invested capital (<a href='http://seekingalpha.com/symbol/roic' title='Retail Opportunity Investments Corp.'>ROIC</a>) and Eli Lilly was at the top of the pharma big boys with a 21.1% return on its invested capital.]]>
      </description>
    </item>
    <item>
      <title>This Company Could Pay An Enormous Dividend</title>
      <link>http://seekingalpha.com/article/669551/comments?source=feed#comment-6593631</link>
      <guid isPermaLink="false">6593631</guid>
      <content>
        <![CDATA[When it comes to investing knowledge and insights, I position myself as strictly at the beginning of an apprenticeship.  That said, in my innocence my comment on Cisco (whose shares I have owned since 1999) is whether current management has earned the confidence of the investing community on both strategic and value added parameters.  I cannot help  but think that in other companies, Chambers would be long gone as none of his &quot;investments&quot; seem to have done much for the overall value of the company.  And, as others have commented, having so much of this wonderful pile of cash sitting overseas (where it is worth a lot less if it were to find itself back in the U.S. where the taxman waiteth) is a great talking and sell point, but doesn't seem to have much leverage beyond this.  I will continue to avidly read this string as I find the debate and dialogue on Cisco enlightening.  Many thanks.]]>
      </content>
      <pubDate>Tue, 19 Jun 2012 23:50:05 -0400</pubDate>
      <description>
        <![CDATA[When it comes to investing knowledge and insights, I position myself as strictly at the beginning of an apprenticeship.  That said, in my innocence my comment on Cisco (whose shares I have owned since 1999) is whether current management has earned the confidence of the investing community on both strategic and value added parameters.  I cannot help  but think that in other companies, Chambers would be long gone as none of his &quot;investments&quot; seem to have done much for the overall value of the company.  And, as others have commented, having so much of this wonderful pile of cash sitting overseas (where it is worth a lot less if it were to find itself back in the U.S. where the taxman waiteth) is a great talking and sell point, but doesn't seem to have much leverage beyond this.  I will continue to avidly read this string as I find the debate and dialogue on Cisco enlightening.  Many thanks.]]>
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