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  • Retirees Please Don't Index, You Deserve Better Than Average [View article]
    Douglas, Don't confuse 'average' with 'median' ...
    Also, a 'market return' IMO is neither.
    May 30, 2014. 01:45 PM | Likes Like |Link to Comment
  • Fresh 52-week highs for Apple following Goldman PT hike [View news story]
    May 30, 2014. 01:24 PM | 2 Likes Like |Link to Comment
  • If I Were Starting All Over Again [View article]
    There is AK ...
    No income or sales taxes, property taxes are low.
    To add, each year, residents get a check from the state ...
    May 21, 2014. 11:02 AM | Likes Like |Link to Comment
  • Current Market Levels Indicate Caution Not Panic: Part 1 [View article]

    "Thanks to technological advances, productivity has grown at a mind numbing pace. However, it seems to be overlooked and/or ignored by many. Especially, by those of a cynical or pessimistic nature."

    I believe this is probably what partially constitutes a "this time is different" outlook I subscribe to. It's not the technological advances, or productivity growth, but rather the pace of adoption of them. Technology and productivity improvements have occurred forever, substantial ones are labeled 'revolutionary'.

    The pace of adoption of recent advances and productivity improvements is staggering in comparison.
    May 15, 2014. 03:10 PM | Likes Like |Link to Comment
  • Solazyme: Key Takeaways And Insights From The Q1 2014 Results [View article]
    SZYM isn't a biofuel/energy company, they demonstrated some capability there to gain the grant from the gov, but that's been the extent. So, your first 'need' is met.

    As for startup, clinton is producing, and moema is starting. They have gone beyond lab, and are passing through the 'most difficult times'.
    May 13, 2014. 04:36 PM | Likes Like |Link to Comment
  • Requiem For Fallen Dividend Aristocrats [View article]
    kraft(KFT) got knocked off the list when they split into Mondolez (MDLZ) and Kraft (KRFT). Still a great company, with great products and a great dividend.

    Kft failed to raise its dividend in '10, '11, '12 prior to the spinoff
    Mar 31, 2014. 04:57 AM | 1 Like Like |Link to Comment
  • Don't Let Income Strategy Bias Intimidate You [View article]
    Adam, but that 6% was in the days of higher inflation ... a good "nominal" bad "real". (I misread nominal for real initially).
    Mar 25, 2014. 06:20 PM | 4 Likes Like |Link to Comment
  • Don't Let Income Strategy Bias Intimidate You [View article]
    "Further, given the relative lack of free yield available today, investors are utilizing more aggressive methods to achieve nominal yield points than they have historically."
    Has there EVER been free yield at a "today" moment?
    Hindsight can spot them (e.g. as rates fell), but back then, nominal yield still required aggressive methods.
    Mar 25, 2014. 04:59 PM | 5 Likes Like |Link to Comment
  • The Positive Psychology Of Dividend Growth Investing [View article]
    I've had herding breeds too. Love them for their traits, but as an investor, I'm a retriever.
    Mar 20, 2014. 06:15 PM | 3 Likes Like |Link to Comment
  • The Positive Psychology Of Dividend Growth Investing [View article]
    I don't think your anecdote is too far outside the norm. When the media, and to some extent, financial professionals are all focused on price movement, it can be conditioned to consider that "risky".

    It's similar to a gun-shy dog versus those conditioned to hunting. The crack of shotguns sends some dogs running to the hills while others see the opportunity of retrieving.
    Mar 20, 2014. 04:29 PM | 8 Likes Like |Link to Comment
  • When Cutting Dividends Adds Shareholder Value [View article]
    "I can't answer "who exactly" is singularly focused on dividends, but do believe there are a whole lot out there."

    I would posit there are some, but not a "whole lot".
    I would suggest instead that many will use a history of dividend behavior as a part of the decision making process. The CCC list has ~500 companies listed, yet no one would suggest that alone makes them suitable for investment. They are simply candidates that fit the needs goals of that investor.

    Say I'm looking to hire 20 people, I'll require some prerequisites, for consideration. That might narrow it down to 500 and then I can begin to evaluate each on the qualities they present as an individual.

    The the authors premise, I personally don't tolerate a dividend cut, a freeze will get my attention and require a hold/sell decision. I sold INTC recently (still technically frozen), but held BA during their freeze.
    Mar 20, 2014. 03:43 PM | 1 Like Like |Link to Comment
  • 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" ( 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]
    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