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  • AT&T Looks Expensive [View article]
    Buy on sale. Best to ease in T & VZ on pullbacks. If in and income is necessary stay in to avoid unneccesary taxes. As for VOD account for the additional foreign risk and withholding taxes as applicable when calculating rates of return. As always be ever vigilant of management making self-serving decisions not for the benefit of stockholders.
    Jun 18 04:58 PM | Likes Like |Link to Comment
  • Sodastream (SODA -0.2%) CEO Daniel Birnbaum says he won't shut up about the company's global campaign to visually demonstrate the bottles and cans that pile up from Coca-Cola (KO -0.2%) consumers despite a cease-and-desist letter fired off from Coca-Cola's attorneys. At issue are the touring exhibits across the world of Coke-related trash that Sodastream uses to demonstrate the environmental benefits of home brewing soda. By filing off the letter, Coca-Cola may have drawn more publicity to the events than they were ever going to generate on their own. [View news story]
    Another example of a too big company allowing a questionable decision to unnecessarily draw attention to themselves. An "involved hands-on" management would simply ignore the gnat.
    Jun 18 01:26 PM | Likes Like |Link to Comment
  • Dividend Cutters: When To Buy Them Back ? [View article]
    GE is a great example of what happens when companies grow too large; they become unmanageable and top management makes decisions ironically not truly understanding the "big picture". GE has outstanding divisions positioned in growth niches; however investors would be better served if the company spun them off to unlock value rather than buying stock back. Investors and employees alike would fare better than enriching a small, self-aggrandizing management of a behemoth corporation whose stock has been a drag for a number of years now.
    Jun 18 12:02 PM | 2 Likes Like |Link to Comment
  • Procter & Gamble (PG -0.4%) announces a new product aimed at providing an OTC solution to sleeplessness with ZzzQuil. The company says that the medication's single active ingredient - diphenhydramine HCI - has proven effective in promoting restful sleep. [View news story]
    Is this the best PG can do, a "me- too" double dose (50 mg) of JNJ's Benadryl? Seems iffy in light of the contraindications. Wonder how safe and how much clinical testing they did?

    http://bit.ly/KHbvbk

    http://1.usa.gov/KHbt3g
    Jun 18 11:32 AM | 1 Like Like |Link to Comment
  • Why We Didn't Invest In Facebook's IPO [View article]
    The Facebook IPO is emblematic of what is wrong with Wall Street and why the average investor correctly distrusts the decision makers: greed trumps integrity.
    Jun 9 12:50 PM | 2 Likes Like |Link to Comment
  • Expect To See Facebook At $15 In Coming Quarters [View article]
    Corey,

    You have real horse sense! The Facebook IPO was a spectacular vehicle for a legal "pump and dump" at the expense of the public. The insiders, hedge funds and investment bankers made hundreds of millions and some billions of dollars.

    What is particularly noteworthy is that there was no apparent value intended to the initial stockholder and that is precisely what makes it a "dump" on the public offering. Shame on the underwriters for the ridiculously increased stock allotment & price, alleged insider tipoffs and for placing a pall on future IPOs, particularly in tech.

    Shame on the regulators as well for not doing their jobs in protecting the ordinary public investor but instead continuously hiding behind the shoddy excuse of not interfering with free enterprise.
    May 31 11:49 AM | 3 Likes Like |Link to Comment
  • 10-K Drill-Down: Researching Potential Risks To Apple [View article]
    People who comment on companies in this space should have some standing, I.e., ownership or use of the products and services or ownership of the securities for at least two or three years before commenting.

    Ever wonder why analysts on Wall Street are so far off with their opinions? Because they suffer the same shortcomings...they are not "invested" in the subject matter. Although they are intelligent and may be well-schooled they have no substantive understanding of what they write and generally no skin in the game. Hence their opinions should be summarily dismissed.
    May 25 09:10 AM | Likes Like |Link to Comment
  • Maybe It's The Apron Color [View article]
    How many people have you seen walking around with a hammer?
    I don't see that in a restaurant, movie theater, museum, at the gym or at a party. I do see an iPhone and its other iRelatives at those places and more, like the park or in the lobby. Those iThings are everywhere. They are exciting. They enable commerce and social activity. And they entertain when iVont2b alone.

    Don't get me wrong! I really do like Home Depot. They have all the things including that hammer to schlep home to build more room for my Apple stuff.
    May 24 04:31 PM | Likes Like |Link to Comment
  • Morgan Stanley Governance Issue [View article]
    Still the fault of the firm. If upstairs were not so concerned withsales and more concerned about character, proper vetting, training and internal supervision and compliance and institutional reputation, the likelihood of negative occurrences would be greatly diminished.

    Responsibility and management of the organization starts at the top lest you forget why they make that eye-popping compensation. In some cases prison and clawbacks are warranted. It's time for the government to stop issuing free passes if the public is to trust financial institutions and participate in the markets.
    May 24 04:08 PM | 1 Like Like |Link to Comment
  • Southern Company: Has This Dividend Stalwart Lost Its Spark? [View article]
    Having owned shares for many years from what you have to say about the company and your measured intention to shortly invest a more appropriate title for your generally laudatory comments would be "SOUTHERN COMPANY: This stalwart dividend company has a spark worth watching."
    May 24 03:41 PM | Likes Like |Link to Comment
  • Facebook IPO - A Nightmare For So Many [View article]
    Is it any wonder that more and more would be investors are distrustful of Wall Street! The investment banks have turned IPOs into a Three-card Monte. The average investor is perceived as an unwitting (certainly not on the same playing field) schnook. Contrivances such as the Green Shoe allowing naked short-selling by the underwriters to theoretically support arbitrarily high, in some cases outrageous initial offering prices for the benefit of insiders and the investment banks, merely make the game more one-sided and play on the naïveté of the investor population. And when these practices which some believe to be tantamount to white collar crime are further infused with disingenuous disclosures it is time to not only prosecute but to overhaul the rigged system to assure fairness to the public and the survival and trust in our markets.
    May 23 09:19 AM | 1 Like Like |Link to Comment
  • Frontier Communications: Why This High-Dividend Stock Is A Buy [View article]
    Here! Here! And is not-so-well-earned monies being spent by insiders to invest or merely to counter the falling price due to astute investors' selling caused by management gobbledygook?
    May 23 08:18 AM | Likes Like |Link to Comment
  • Will Frontier Communications Go To Zero? [View article]
    Naysayers can take refuge in management's lack of forthrightness and execution. Supporters can only hope that a highly indebted company with continued loss of customer base will overcome the capex needed to maintain and improve its telecommunications niche and maintain the current dividend. Can it be done, possibly. However, the price action based on performance suggests otherwise.
    May 20 01:12 PM | 3 Likes Like |Link to Comment
  • Coty withdraws its $10.7B takeover bid for Avon (AVP), saying the cosmetics direct seller has missed its deadline to start talks. Coty Chairman Bart Brecht: "I find it remarkable that since we made our revised proposal ... no one from Avon's Board or management has been willing to speak with us."  (PR)  [View news story]
    Poor leadership, poor results!
    May 14 10:01 PM | Likes Like |Link to Comment
  • Apple (AAPL) is proving to be as good at avoiding taxes (here and internationally) as it is at designing smartphones, taking advantage of tax laws designed for the industrial, not the digital economy.  The company had an overall tax rate of less than 10% in 2011, vs. about a 24% average for non-tech companies, reports the NYT, seemingly laying out a blueprint for politicians to shift attacks from big oil to big tech. Ugh.  [View news story]
    The problem is not Apple, it's the system formulated by its participants. Local, state and most assuredly national politicians and the special interests that support them are the problem. Ironically everyone who partakes and supports the system without getting involved to change it constructively reflects the solution to the problem.

    A little self-examination is in order. Across the country the silent majority is just that, not becoming familiar with or contacting their government representatives to voice approval or disapproval, and an all too-high number of citizens do not exercise their vote. The laws on the books get there because someone has the gumption to make the effort. Those who cry foul and bad-mouth Apple for not paying taxes are invited to channel their energies by getting involved.

    This is a rich and wonderful country but we need individual involvement to make certain that our government and corporate institutions are functioning efficiently and honestly. Until that occurs government bureaucracy and wasteful spending, boardroom nonchalance, outrageous perks, salaries and bonuses, special interests, tax loopholes and the compensating need for further taxes, hikes and fees will continue to grow.
    Apr 29 01:41 PM | 2 Likes Like |Link to Comment
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