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obieephyhm

obieephyhm
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  • Dividend Growth Investing Doesn't Work: Intel And Philip Morris Edition [View article]
    Whole lotta barking by the author but no bite regarding investment wisdom . . . .
    Nov 25, 2014. 01:30 PM | 7 Likes Like |Link to Comment
  • What Likely Happened To Dividend Growth Retirees In The Recession: Another Point Of View [View article]
    (* insert soundtrack of thunderous applause with a standing ovation *)

    Thanks!
    Oct 26, 2014. 01:26 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 374 Oct. 18 '14: NS-999 In Testing; Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show [View instapost]
    Please understand that I mean no disrespect to you, personally, and I am aware that you've put in an abundance of volunteer time trying to manage . . . this . . . herd of cats . . . wading in peanut butter . . . during a tornado . . .

    It is not your work that I am commenting upon but the comment content that seems to have devolved into tinier and tinier orbits of basically the same people making essentially the same tired arguments about history they can't change.

    Yes, I understand there are *a few* that keep me coming back but, with only one or two notable exceptions, they are largely forced to keep repeating the same reports in response to the same ole, same ole.

    So, I thank you APH for all your work . . . wish I were in a position to volunteer to help you but my life has devolved into more and more frequent trips to the hospital so I'd be unreliable, at best.
    Oct 23, 2014. 04:13 PM | 15 Likes Like |Link to Comment
  • Axion Power Concentrator 374 Oct. 18 '14: NS-999 In Testing; Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show [View instapost]
    Sadly, I think this concentrator has outlived its usefulness.
    Oct 23, 2014. 02:15 PM | 4 Likes Like |Link to Comment
  • When The Dividend Cut Writing Is On The Wall [View article]
    None taken, David -- I respect you too much for that; besides, messages I write often seem clearer to me (in my head) than they sometimes appear on the screen. I think that's caused by solar winds . . .
    Oct 20, 2014. 02:00 PM | 1 Like Like |Link to Comment
  • When The Dividend Cut Writing Is On The Wall [View article]
    I don't think that's the interpretation I meant, David. I obviously know that the dividend is the responsibility of the internal company's management. However, the *reaction* to any particular dividend is market phenomena and not infrequently there is a lot of hype over particular companies dividend future that is loudly bandied about and to which people often over-react.
    Oct 18, 2014. 01:19 PM | 1 Like Like |Link to Comment
  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    JP - thanks for posting this . . . it's sad but it helps me with the cognitive dissonance that results from the DNFTT approach . . . which, in my long tenure online, never struck me as particularly valid.

    I would hope organizations like SA would institute a reasonable policy for article authors to identify trolls stalking them. I am not, in the least, sure it would be a good idea for them to go beyond their current structure for regular readers/comment-makers since it would become too much of a hate weapon in itself.

    I have long felt the principle value to me of these concentrators and much of what is on SA (and other blog-congregators) is the study of human nature it provides. This cross-posted article hits very close to home and I think it was a great find. Again, thank you.
    Oct 16, 2014. 01:41 PM | 7 Likes Like |Link to Comment
  • When The Dividend Cut Writing Is On The Wall [View article]
    But that's the thing, Mike -- here and your article (I'm disappointed you didn't ask me . . .) and with most dividend articles. The inherent value of a stock at the time of purchase is one thing -- but what seems to me as being more critical to investing success is the timeline for holding it. That changes everything. Not to mention one's individual tolerance for market jitters -- like those we're experiencing now (the seemingly perennial Creepy October Syndrome) where the market seemingly over-reacts to every bloody rumor that gets floated through the media.)

    It's one of the reasons I don't give a rat's backside what Goldman or Cramer or anyone else in that is basically professional sell-side analysts . . . most of whom are just talking heads trying to create short-term market action they can profit from.

    A lot of DGI-ers like to spout off on 'you can't time the market' as a justification for their strategy. And I agree -- *but* I see a lot of people who talk about it but don't do it . . . they are quick to sell (and often to re-buy) because of relatively short-run market gyrations like dividend freezes or cuts -- without really examining the overall information about the company's ability to slide through a rough patch and because they give too much credence to 'forecasts' made by financial pundits.
    Oct 16, 2014. 12:51 PM | 3 Likes Like |Link to Comment
  • When The Dividend Cut Writing Is On The Wall [View article]
    which simply means one has to be aware of business fundamentals. SDRL isn't 'bleeding cash' and, more than anything, there has been a nearly insane over-reaction to the price of oil falling (which is actually a good thing, imo). Kodak? The signs were there plenty far in advance -- and it's one of the reasons that I shy away from PBI as I'm not convinced they really (yet) have their act together.
    Oct 16, 2014. 12:41 PM | Likes Like |Link to Comment
  • Why The U.S. Should Keep Its Oil Underground [View article]
    Talk about tilting at windmills . . . a lengthy (and not terribly well thought out) diatribe on an issue of which none of us has a vote.
    Oct 10, 2014. 02:06 PM | 1 Like Like |Link to Comment
  • Buy And Switch Beats Buy And Hold [View article]
    let the howling begin . . .
    Oct 8, 2014. 03:22 PM | Likes Like |Link to Comment
  • The Linn Energy Upstream MLP Model May No Longer Be Working [View article]
    I thought it a useful article -- for exactly those reasons -- and I interpret TP's postion as a cautious HOLD vs. a sell-argument.
    Oct 4, 2014. 12:22 PM | 1 Like Like |Link to Comment
  • 3 Stocks To Put On Your Roth IRA Watchlist [View article]
    I think I'd go IP before NP... the other two need some solid DD before moving off the watch list.
    Oct 4, 2014. 12:18 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 370 Oct. 02 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    amen and amen . . .
    Oct 3, 2014. 03:22 PM | 6 Likes Like |Link to Comment
  • Seadrill: Perspective From Russia Part 2 [View article]
    I can't help wondering if something's being 'gamed' here . . . specifically in the expanding US oil/gas production. Is there a deliberate effort going on to try to limit Russian production for their own financial gains -- all being couched in terms of 'sanctions' and other geo-political hyperbole?
    Sep 30, 2014. 12:15 PM | 6 Likes Like |Link to Comment
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