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curreyr

curreyr
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  • Some Thoughts On Relevancy [View instapost]


    Our GSD loved every child under 12ish (they didn't need the handshake 'pass').

    We had a BBQ with about 40 people and a dozen or so "kids". The kids were playing in the yard and GSD was on 'duty'. No one was really watching the kids ... except for the GSD.

    One 5yr kid wondered down the drive (GSD following). The kid got to the street, GSD started bark/snarl. Kid comes running back screaming. GSD had happy face.

    The parents looked at kid screaming (and GSD back to 'duty'), I said "she was just herding YOUR kid".
    Mar 1 06:53 PM | 2 Likes Like |Link to Comment
  • Some Thoughts On Relevancy [View instapost]
    <story ... not relevant>

    A pair of Jehovah Witnesses came down my (long) driveway one day, our german shepard dog met them with barking and snarls. They froze, and the dog preceded to circle them. They asked "is it gonna bite?", answer "only if you move".

    I asked what their business was, did they see the 'no tresspass', etc (all the while dog was circling).

    Finally called dog (and held), told them to walk straight away (which they did hastily).

    Her release was a handshake (or hug) of the 'intruder'. Surprised some people that "I must shake your hand" before coming inside our house. Once they saw the way the dog went from guard to monitor, they were amazed.

    Sadly she died after 14 years. I still miss that dog.
    Feb 28 07:23 PM | 2 Likes Like |Link to Comment
  • New BlackBerry Smartphones Signal Shift In Focus To Enterprise Services And BBM [View article]
    "in much the same way as Apple (AAPL) runs its low-margin App Store to support iDevice sales"
    Wha?
    Feb 27 05:39 PM | 2 Likes Like |Link to Comment
  • Vodafone explains how it will dole out Verizon windfall [View news story]
    jigneshs,

    100 VOD post split would be:

    VOD = 54.54545. If you only got 54, then the other 0.54545 would be in cash (I got the fractional in shares).

    VZ = 26.30010. If you only got 26, then the other 0.30010 would be in cash (I did get cash for the fractional).

    Also, I see a close on 02/21 of VOD=$39 and VZ=$47.27 ...
    Feb 27 04:48 PM | 1 Like Like |Link to Comment
  • Why Solazyme Rose After Its 2013 Year-End Results [View article]
    IKE,

    I agree, the margin comparison is important.
    PSX, a "crude" refiner has an operating margin (ttm) of 1.69%.
    That isn't a high bar ...

    Also, consider that "mineral oil" is not even close to the required specifications of some "lubricants" (e.g. Vactra).

    Furthermore, the ability to "tailor" a finished product to specifications that may have not been possible 'till now is also a possibility.

    One last comment, consider the "disruptive" nature of synthetic polymers. They simply didn't exist ~100 years ago and today are EVERYWHERE (nylon, mylar, kevlar, teflon, etc). Note: they are typically derived from oils.
    Feb 27 04:34 PM | 1 Like Like |Link to Comment
  • Vodafone explains how it will dole out Verizon windfall [View news story]
    "I am still lost in terms of cost basis"


    From what I gather, (for U.S. ADR holders):
    The VZ shares have a cost basis of $0. It appears that it isn't treated as if this was a spinoff but instead as a "distribution". A spinoff would have the new-VZ and new-VOD "split" the cost basis, in this case not so.
    The cash dividend is "qualified".
    The VOD shares retain the original cost basis, in fewer shares.

    So, say 100 VOD purchased @$28 on some date prior, you will have:
    54.54545 VOD at a new basis of $51.33 (==$28*11/6).
    26 VZ at a basis of $0.
    Cash of $493 + residual from partial shares of VZ

    The original date of the VOD purchase *should* determine the holding period of the new-VZ and new-VOD shares (aka. if it is "long term"). Note, I could be wrong about the new-VZ holding period aspect, but the new-VOD is pretty clear cut.
    Feb 27 03:40 PM | Likes Like |Link to Comment
  • Vodafone explains how it will dole out Verizon windfall [View news story]
    Vod on 2/21 was not $71.50
    Feb 27 02:29 AM | Likes Like |Link to Comment
  • So What Are My Vodafone Shares Worth? [View article]
    Last 6 months ...
    S&P ~11.37%
    VZ ~(1.26)%
    Feb 26 06:36 PM | Likes Like |Link to Comment
  • Are VYM And SDY Good Dividend Growth Investments? [View article]
    I doubt it ...

    From the index it will supposedly track:

    "The WisdomTree U.S. Dividend Growth Index is a fundamentally weighted index that consists of dividend-paying stocks with growth characteristics."

    Note, that isn't 'dividend growth' characteristics.

    "The growth factor ranking is based on long-term earnings growth expectations"

    And who exactly is determining what "long-term" means and these expectations?

    Pfft, passive investing? Really?
    Feb 26 06:18 PM | 5 Likes Like |Link to Comment
  • Tesla Motors sets in motion $1.6B convertible note offering [View news story]
    "I'm shocked... shocked to find that gambling is going on in there."

    "Your winnings sir."
    Feb 26 05:30 PM | 7 Likes Like |Link to Comment
  • So What Are My Vodafone Shares Worth? [View article]
    Craig,
    M* probably has the VOD prices for 8/27/13 "split adjusted". Holders then were seeing more like ~$29 ...
    Feb 26 04:32 PM | 1 Like Like |Link to Comment
  • Morgan Stanley, SEC in proposed $275M settlement of mortgage bond probe [View news story]
    pfft $275M drop in a bucket

    paid to whom?
    Feb 25 05:38 PM | Likes Like |Link to Comment
  • Are VYM And SDY Good Dividend Growth Investments? [View article]
    LarryMelman,

    Also, when the time comes "many things can go wrong" for one that only focuses on worth.

    If along the way though, you have gained experience and knowledge of the income potential (through thick and thin) of your portfolio, you will have the skills to manage a predictable, reliable, growing income stream in your retirement.
    Feb 25 05:35 PM | 3 Likes Like |Link to Comment
  • So What Are My Vodafone Shares Worth? [View article]
    Landsharks6,

    TELL your broker to reference the Vodaphone website, which you also should do ...

    Start here:
    http://bit.ly/1h7xCVF

    cliff notes:

    "When will the ADS holders receive the Verizon Common Shares and cash?

    It is expected that the Verizon Common Shares in Direct Registration System (DRS) form will be credited on February 24, 2014, DRS Transaction Advices will be mailed on or around March 4, 2014 and cash proceeds for any fractional Verizon Shares will be sent by March 10, 2014. Checks representing the cash entitlement will be mailed beginning on March 4, 2014."
    Feb 24 06:32 PM | 2 Likes Like |Link to Comment
  • Vodafone explains how it will dole out Verizon windfall [View news story]
    I agree that all should watch/question their brokers about their handling of this ...

    Some questions:
    How is cost basis being accounted for between old-VOD versus new-VOD + new-VZ?
    What is any justification for any fees? (ask for documentation)
    Clarification that the dividend is qualified.

    Per the VOD investors site, the dividend is qualified, settlement is today.

    If your broker won't/can't satisfy you, threaten to leave.
    Feb 24 04:33 PM | Likes Like |Link to Comment
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