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curreyr

curreyr
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  • Why Seeking Alpha Embraces Pseudonymity [View article]
    IMO, SA should adopt an "identity 2.0" position (e.g. OpenId, etc).
    I don't "need to know" your birth date when an identity provider can answer a question "are you an adult".
    Similarly, I don't "need to know" where you work if an identity provider can answer a question "do you work for XYZ company".
    Mar 19, 2014. 03:55 PM | Likes Like |Link to Comment
  • After Spending Hundreds Of Millions Of Dollars Solazyme Is Ready To Change The World [View article]
    Peoria is also a converted facility. 25K if I recall correctly.

    Snake, the company is (currently) quite open about their expectations of current production and future production ramp up (to the, as of now announced, facilities "nameplate").

    My guess:
    Peoria is a "development" facility where experimental batches are produced for current and/or future partners.
    Clinton is a facility for high value (~$3k/MT), low volume production.
    Moema is a facility for average value (~$2k/MT), higher volume production.

    Moema is likely to be a gauge of "ground breaking" (http://bit.ly/PrWOtO) to production (~2yrs) to "nameplate" (~1.5yr). One would hope, future time lines would reduce with experience.
    Mar 19, 2014. 02:47 PM | 1 Like Like |Link to Comment
  • Can Solazyme Find Growth In Hydraulic Fracturing? [View article]
    I find it interesting that today, KIOR has a huge selloff and SZYM rallies.

    Not that KIOR and SZYM are "the same", but ...
    Mar 18, 2014. 05:21 PM | Likes Like |Link to Comment
  • Can Solazyme Find Growth In Hydraulic Fracturing? [View article]
    333360,
    There are _many_reasons insiders sell, and _few_ reasons they buy.

    One reason: sell some options to pay the (ordinary income) tax on the exercise of the options. The remainder can be held for long term cap. gains which are probably taxed lower than ordinary income for the individual.

    This "sell-to-exercise" shows as an insider sell for reporting purposes of the "insider". The held portion reduces the outstanding options the company reports quarterly.

    Directors (and such) typically are restricted from general trading so they may set up periodic "sell-to-exercise" schedules (per SEC rules) to accomplish an actual long position of their "options" with a tax advantage.
    Mar 18, 2014. 05:17 PM | 1 Like Like |Link to Comment
  • Dividends And 'The Magic Pants' [View article]
    "That is why it's called an anomaly in finance, this preference for cash. There is no logic to it. It's just lots of myths and misperceptions."

    Larry, how do _you_ get paid? Is it in cash or something else? If it's cash, why the preference?
    Mar 18, 2014. 04:41 PM | 1 Like Like |Link to Comment
  • The Stress Free Portfolio Project: Introduction [View article]
    Looks to be an error in your KO numbers in the table.

    Also why the 3x concentration? (just curious your opinion on it).
    Mar 14, 2014. 09:03 PM | Likes Like |Link to Comment
  • The Stress Free Portfolio Project: Introduction [View article]
    I "traded" tesla. Got in at ~50 out at ~$100. Was genius for a few days ...
    Mar 14, 2014. 07:48 PM | 2 Likes Like |Link to Comment
  • Debunking The 'Dividends Don't Add Shareholder Value' Myth [View article]
    "history of predictable and increasing dividends"
    Too late to edit ... that should have been:
    "history of reliable and increasing dividends"

    Historical results don't necessarily imply predictable results, it can however provide confidence of reliable results. In fact people win Nobel prizes for it ...
    Mar 14, 2014. 07:01 PM | 1 Like Like |Link to Comment
  • My Transition To Required Minimum Distributions (RMDs) [View article]
    "then complain that they must take the minimum distribution late in life and start paying taxes on it"
    I didn't pen the article, but agree.

    "When my Dad complains about taxes, I just tell him its the price you pay for your success. He still thinks candy bars should only cost 5 cents."
    Hehe, yup.

    I made a comment earlier about considering current taxation vs. expected taxation. It should be considered, and the "expected" is at best an educated guess.

    In my 20's, I "deferred" 15% of my income to a 401k (match was up to 5%). At the time, I was check-to-check, renting, and had an effective rate of ~9% tax (the deferral would have little effect too). That is now rolled-over into a trad. IRA, it's done well, but I now know the withdrawal is likely to be at an effective of 18%. Hindsight? probably. Sour grapes, not so much, it is what it is.
    Mar 14, 2014. 06:52 PM | 2 Likes Like |Link to Comment
  • Debunking The 'Dividends Don't Add Shareholder Value' Myth [View article]
    The problem I have with your formula isn't the math, it's the determination of value.

    Value is a matter of perspective. It is _this_ that makes a market. Two different perspectives result in a trade.

    If one doesn't apply a value to a history of predictable and increasing dividends, that's their choice.
    Mar 14, 2014. 05:43 PM | 1 Like Like |Link to Comment
  • The Stress Free Portfolio Project: Introduction [View article]
    Re: "cash holding"
    I understand your rational, especially that it fits your comfort level.

    I personally prefer a 2-3x average holding size as a minimum (e.g. for your holdings ~10%). When it exceeds that I can hunt for 1 more holding or re-investment into existing holdings. I then allow additional income to collect and repeat. In a serious correction/crash, it may all get deployed (I did that in 08/11 and was a bit nervous for the next 4-6 months).
    Mar 14, 2014. 03:55 PM | Likes Like |Link to Comment
  • Debunking The 'Dividends Don't Add Shareholder Value' Myth [View article]
    "assuming a stock trades at book value"
    Can you give an example?
    Mar 14, 2014. 03:20 PM | Likes Like |Link to Comment
  • My Transition To Required Minimum Distributions (RMDs) [View article]
    as10675,

    In general, I agree with what you're saying except that your basing from AGI and not taxable income.

    AGI could include items that are not part of taxable income (e.g. tax-free munis) or are taxable in other schedules (divs, long cap gains). It also is reduced by deductions, exemptions, credits.

    For a retiree facing RMD, the impact is they may have a comfortable retirement with a reasonably low taxable income that begins climbing due to the RMD. It isn't that their income diminishes necessarily because of the extra tax burden rather they don't need/desire the additional income yet have to absorb the taxes.
    Mar 14, 2014. 03:13 PM | Likes Like |Link to Comment
  • What's Your (Dividend Growth) Number?: Part 2 [View article]
    "Everything is ultimately taxed when withdrawn from a regular or Roth IRA."
    Withdrawls from a Roth are not taxed ... the tax was paid on the way in.
    Mar 14, 2014. 02:58 PM | 2 Likes Like |Link to Comment
  • My Transition To Required Minimum Distributions (RMDs) [View article]
    rashbaugh, yea never said if it was resolved ... so, you could be correct!
    Mar 13, 2014. 08:21 PM | 2 Likes Like |Link to Comment
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