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  • Morgan skeptical of gold move [View news story]
    "Medicare heavily subsidized (about 300%)" - what does that even mean? Without documentation backing it up, and without saying it in a way that actually makes sense, I'll give your comment all the respect it deserves; none.
    Feb 24 04:09 PM | 1 Like Like |Link to Comment
  • Cisco Systems: With Earnings Coming Up, What Does Its Owner Earnings Yield Tell Us? [View article]
    How does "owner earnings" compare to GAAP earnings? A chart which incorporated GAAP would clarify how it differs, and might help illustrate in what way the "owner earnings" approach would lead to better investment decisions.
    Feb 10 12:26 PM | Likes Like |Link to Comment
  • 5 Russell 3000 Top Dividend Yielders - Are They Bargain Stocks Now? [View article]
    Cellcom does not have a high dividend. Cellcom has a zero dividend. They suspended dividends in the second half of 2012, and there's no way to know when they'll resume payouts.

    CEL may be a great buy, but right now, that wouldn't be for its dividends.
    Jan 16 10:12 AM | 2 Likes Like |Link to Comment
  • The Fed Has Given Annaly Some Room [View article]
    Nicely put, but I'll stay away from NMM, thank you. I wish you luck with it, but I've had enough experience with shippers; I bought Textainer before they massively diluted the shares. Here I was concerned about the long-term viability of container shipping and shipping in general, and I got clobbered by a financial decision having nothing to do with shipping.
    Dec 13 10:42 AM | Likes Like |Link to Comment
  • See You Down There - EUR, That Is [View article]
    Empathy? That word doesn't seem to fit. If you didn't actually mean "apathy", maybe you could elaborate a bit more on how empathy is affecting the market.
    Aug 9 08:49 AM | Likes Like |Link to Comment
  • Cramer, Like Most, Has It All Wrong Regarding Sprint [View article]
    Good catch, Tradevestor. Those kind of mistakes usually jump out at me, and I didn't even notice it this time.

    As for the article itself, I wholeheartedly agree with it. Unfortunately, I bought in years ago at $4.30, only to see it sink, and sink, and sink. I stubbornly held on, but when it got back to my purchase price, I decided I'd had enough, and sold it all. Forget future profit, I'm just enjoying a sense of relief at being done with Sprint.
    Aug 1 10:07 AM | 1 Like Like |Link to Comment
  • Will These mREITs Continue With Massive Payouts? [View article]
    Is Chimera EVER going to report earnings? The date comes up, they push it a week or two. Rinse, repeat.

    I dumped half my CIM shares recently, and I'm about ready to dump the rest. I have no confidence that they'll ever report earnings. Which is to say, I have no confidence they'll ever pay out another dividend. I'm just sick of CIM playing this game.
    Jun 18 12:52 PM | Likes Like |Link to Comment
  • 4 High Yield Dividend Stocks Trading On The Cheap Despite Analyst Favor [View article]
    Whaddaya mean? 0% to the IRS is a great idea! Oh, wait...

    Based on a quick check at Yahoo, the payout ratio looks like 81%.

    ZetaKap will be gratified to know that someone actually read the article, at least.
    Jun 15 01:10 PM | Likes Like |Link to Comment
  • Is Obama Trying To Kill Dividend Investing? [View article]
    So, if the government decides that they are going to eliminate the special treatment that Roth IRAs get on their __increase__, and decides to make that money (on which no taxes have been paid at all) taxable, that's screwing over the holders, and the whole country will be gone and not worth saving?


    Now, if the government were to tax (again) the specific amount added to the account, versus the profit, then you could say that the holders would be getting screwed. But I still don't see how screwing over a small group of people with a decent amount of money equates to Armaggedon.
    Mar 6 04:47 PM | 1 Like Like |Link to Comment
  • Is Obama Trying To Kill Dividend Investing? [View article]
    Baloney. Rot. Garbage.

    " It has already been shown that the higher tax rate will bring in less revenue than the lower tax rate".

    No, I take that back. My descriptions are inadequate. That sentence is BS, outright lying propaganda.
    Mar 6 04:38 PM | 7 Likes Like |Link to Comment
  • Finding Value In Low-Payout, Less Liquid Dividend Growth Stocks [View article]
    You ain't kiddin'. I thought MOCO looked interesting, but then I looked at it's chart. From 16 to 19 in a few days. Well, I missed out on that one; I don't buy anything that has jumped that much in that short a time.

    Could be a good point about a takeover. Wish I had a decent way to identify takeover targets - before the crowd, that is.
    Feb 27 10:28 AM | 1 Like Like |Link to Comment
  • Why You Shouldn't Be Buying Stocks [View article]
    I think that reference to deleveraging is key. I've been dismayed reading about rehypothecation recently. I'm reminded of that desktop toy (real desk, not your computer), with the steel balls suspended in a row. Pull one back and let go, and the force is transferred all the way to the one on the end.

    The chains of hypothecation need only have a problem at one link, and the whole thing comes tumbling down. Again.
    Feb 27 10:15 AM | 2 Likes Like |Link to Comment
  • Most Of Our Problem, Still, Is That We Have A Dead Battery: Felix Salmon Is Wrong Edition [View article]
    Yep, more than $500 million to a solar power company. Which is a pittance compared to the subsidies for oil and coal. Not to mention the $16 TRILLION that the Fed "loaned" to banks.

    No doubt about it, the Soylandra (sp?) deal was a screwup, a very crummy deal for the American people. But I'm reminded of a Bible quote: "Thou hypocrite, first cast out the beam out of thine own eye; and then shalt thou see clearly to cast out the mote out of thy brother's eye.".
    Oct 10 03:53 PM | Likes Like |Link to Comment
  • Most Of Our Problem, Still, Is That We Have A Dead Battery: Felix Salmon Is Wrong Edition [View article]
    So, in 10 years the tax revenues are basically flat. Meanwhile, the middle class income has been basically flat, while the rich keep getting obscenely richer. And you don't see a problem with that.

    Simple numbers do not tell the tale. A more meaningful stat would be, what has been the _percentage_ of revenue to total income? Are those stats in the federal data you cite?

    I still say that the problem is too much spending (on bank bailouts, including the Fed's $16 trillion in loans, on wars, and even on Medicare Part D, aka the Big Pharma Dream Act), AND not enough revenue.
    Oct 10 12:32 PM | Likes Like |Link to Comment
  • Is This A Death Spiral For Solar Companies? [View article]
    Best point yet.

    "In the Trina case you comment, those poly contracts are a question mark, but it definitely won´t be very intelligent business practice from the poly suppliers to put clients- best clients, out of business- don´t you think?"

    There may be some other reason why the poly suppliers would plunge into the death spiral of killing off their customers, but a business interested in its own survival would not do that. Let's hope the instinct for survival is a big factor in this situation.
    Oct 10 12:07 PM | 1 Like Like |Link to Comment