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  • Dividend ETFs Duke It Out: Individual Holdings Comparison [View article]
    Oct 30, 2015. 12:41 PM | Likes Like |Link to Comment
  • Dividend ETFs Duke It Out: Individual Holdings Comparison [View article]
    My favorite for years has been DVY. Slightly higher expenses at 0.4 (still not bad), but total return averaging 13.94% for 3 years. But I am younger than some dividend investors and I wanted a balance of dividends + growth. I also was looking for exposure to stocks I don't already outright own -- which is a lot of the ones mentioned above.
    Oct 29, 2015. 10:21 AM | 1 Like Like |Link to Comment
  • Microsoft: I Love The New Products, But As A Dividend Growth Investor I Cannot Buy The Stock [View article]
    Earnings growth was at 25% during the early 2000s, but look at the stock. Looking at one number without looking at it's rate of change or other factors can be dangerous. You certainly looked at other inputs, but didn't factor them very high. I look forward to your deeper financial analysis.

    I do think that the after hours pricing may not stand long, but with the economy improving and most cylinders firing, the days of $39-41 shares may be impossible for the near term. I suspect the best time to buy was during the market over-correction, lots of value then, will be harder to find after this earnings season, methinks.
    Oct 22, 2015. 05:55 PM | 4 Likes Like |Link to Comment
  • Microsoft: Intel-Less iPad Pro Is Not Yet A Threat To The Surface [View article]
    The Windows kernel is multi-platform, but requires that Microsoft do a lot of platform specific work in the form of a HAL. Win32 is multi-platform, but requires developers to recompile their app for each platform. Win32 is not mobile friendly, however, so Microsoft decided that Win32 on an ARM processor would lead to a degraded experience (first nail for ARM). The fact that full Office except Outlook runs beautifully on Surface RT is a testament to that. However, the Surface RT simple wasn't cheaper or faster than Intel offerings which came out soon after (final nail). My Dell Venue Pro 8 (best tablet ever) runs circles around my Surface RT, at a cheaper price point, and only 18 months later release date. So yeah, Intel caught up in ways that matter.
    Now, most .NET apps can be written as processor agnostic. Additionally, XAML and MVVM allows separation of the app code from the app interface. So, now it is very easy to write apps that work great on the desktop with a mouse and work great on a tablet with touch, and a phone with a smaller screen. Of course, one has to be motivated to do so, as porting an existing app to this requires effort. So many desktop only type apps may not go this route. Additionally, many WP developers who don't care about a desktop differentiated experience may now target the platform by using the technologies Microsoft is enabling for mobile developers. But for app devs who want both, a single code base should be a worthwhile investment. Regardless, Windows is here to stay, and keeping Phone and Xbox viable now requires less effort and less throw-away code. Investments in one translate across, something which should have been the case from the start.
    As for RT, while I don't see a future there, WP still runs on ARM, as do other versions of Windows, including RP2, etc. In IOT, this is a big deal. Also, it may eventually mean servers running ARM with .NET code, who knows? Microsoft definitely missed the mark, but most of that wasn't due to technology... it was business strategy and execution. In the meantime, everything got better from the experience of RT... better browser, better app store, better servicing, etc.
    Sep 7, 2015. 09:13 AM | 2 Likes Like |Link to Comment
  • Microsoft: Intel-Less iPad Pro Is Not Yet A Threat To The Surface [View article]
    As a reminder, Windows has run on many platforms over the years - actually started on DEC Alpha.

    The code behind the APIs may or may not have been mobile friendly, but I can tell you that the Win32 API itself had zero mobile friendliness. Meaning things you'd expect from a mobile platform (being able to suspend an app gracefully, etc.) didn't exist. Win32 APIs being 20+ years old, and my first "laptop" being something that was 30 pounds with a 30 minute battery life... Win32 isn't dead, mind you, because the desktop isn't dead. But that's not necessarily where new investment is.

    Windows (Embedded) ran on ARM long before the Surface RT (and still does). Surface RT was a good exercise in so many ways. Maybe less from a business perspective, because as it turned out, there wasn't much market left for a tablet that didn't run Win32 apps, particularly given: iOS and Android had a huge head start (no advantage there); people figured if they were going to run Windows they might as well be able to run Win32 apps; Win32 apps wouldn't have worked very well on ARM without a fair amount of work (Office works great, but it was a bit more effort than hitting recompile); Microsoft didn't let anyone try to run Win32 apps; Intel finally got competitive in battery life and SOC/graphics capabilities.

    Even if no Windows ARM tablet is ever made again, I believe that having a single Kernel, single API for phone & everything else, and being an ARM licensee is a good thing for Microsoft -- actually it's more than a good thing, it's really about the only option at this point. It's a bit of a shame it took so long, especially given that Microsoft was once the only name in smartphones. I do agree that if they had gone the Apple route and started a new OS in the early 2000s -- or if there had been incremental improvements to Win32 to make it mobile/touch/device friendly without a complete reset, things might look different. But it is no longer the early 2000s, and the new strategy does make good technical sense at this point.

    Also, failures are sometimes what makes a technology company stronger. Do you think iPhone was Apple's first attempt at mobile? iOS may have only been possible because of the lessons learned from Newton and earlier failures.
    Sep 6, 2015. 09:58 PM | 3 Likes Like |Link to Comment
  • Microsoft: Intel-Less iPad Pro Is Not Yet A Threat To The Surface [View article]
    There's so much fanboy speak on both sides of this typical Apple vs. MSFT nonsense, but I do have to speak up on this particular one.

    "Apple apps" (if there is such a thing) are no more processor agnostic than Windows apps. The move from PPC to x86 was anything but painless. Now, Apple did a pretty good job of maintaining API compatibility, something which Microsoft purposefully did not do with Windows RT devices. We can split hairs over whether Win32 APIs and application support should have gone to ARM or not (either way, I think ARM was doomed from the start) -- it wasn't a question of technical feasibility, simply that - like MacOS vs iOS, the APIs weren't mobile/battery power friendly, and Microsoft decided that new APIs were better than a degraded user experience. Kudos for that, even if it meant sales suffered.

    In fact, most development on Windows in recent years has moved to .NET, which *is* processor agnostic, like Java. I'm not aware of any language Apple has created which is processor agnostic.

    The issue of x86 vs ARM is much more complex than choice of favorite OS or favorite company or even favorite apps. Bottom line, ARM has nailed what most people need most of the time. But Intel still has the upper hand in pure processing power. If nothing changes, Intel would still run on every cloud back end and ARM might run every "personal" device (perhaps except higher end desktops which ARM has made zero inroads). Truth is, neither ARM nor Intel will rest and be happy with that outcome.
    Sep 4, 2015. 06:02 PM | 8 Likes Like |Link to Comment
  • Windows 10 Shaping Up To Be A Disaster For Microsoft Shareholders? [View article]

    And I for one have 3 machines running Windows 10 with no issues like Mr. (troll) Gordon Kelly keeps trying to beat the gong about.
    Aug 10, 2015. 01:01 PM | 12 Likes Like |Link to Comment
  • Microsoft's Historic Turnabout In The Internet Of Things [View article]
    What is odd here is Dana isn't the only "journalist" who is picking up on this "news" in the past few days. Only, it was announced back in November. An "investigative" journalist (if not extinct) might have picked up on this tidbit a year ago when AllJoyn announced that Microsoft was joining the alliance as a premier member. And anyone following Microsoft developer and trade news probably might have seen this coming for a while. Although MSFT hasn't gotten much press in the IoT space, it's clear they're trying to be a player.
    Jun 8, 2015. 12:47 PM | Likes Like |Link to Comment
  • Microsoft's Historic Turnabout In The Internet Of Things [View article]
    <sarcasm>No way anyone would want to use Hololens to "interface with the Internet of Things."</sarcasm>

    Dana should change his name to Dino.
    Jun 8, 2015. 12:46 PM | 1 Like Like |Link to Comment
  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    Apple is a hardware company. They are giving their OS away for free because without Apple premium-priced hardware, you can't run their OS (legally). So it isn't really free.
    I don't see how the announcements have any amount of detail worth worrying about at this point. It does look like after Windows 10, upgrades won't be called major versions, and the delivery mechanisms look more like the way phones and tablets work today (as made popular by Apple). It also would seem likely that for paid versions you might need a subscription that costs a fraction of what you would have paid for a major O/S upgrade. But the specifics are really lacking. I mean let's say you buy a device with Windows. How long will the subscription be free? Would it come with 1 year, 3 years, 5 years? Would it depend whether you get a low end 8" device vs. premium 2:1? Would Microsoft Surface devices include a lifetime subscription since they're charging a premium (like Apple)? Since it is a subscription, would that lower the upfront cost of the device? Some people like cheap upfront devices even if they come with a boat anchor attached. Imagine: Surface device ($$$) with lifetime updates vs. free/cheap device where you can choose whether or not to get new features or not.
    Although Dana implies that security updates wouldn't be provided for expired subscriptions, I certainly can't find that documented anywhere. In fact, there was an announcement a few weeks back about feature releases and patching and "stable branches", some of which could be interpreted the opposite.
    Also, most large enterprises are already on subscription models with Microsoft, so isn't this easier for them, especially since they may either lease their PCs or at some point soon stop buying new PCs as reasons to refresh desktops become less obvious.
    May 18, 2015. 11:04 AM | 1 Like Like |Link to Comment
  • The PC Collapse Applies To Tablets As Well [View article]
    You make me laugh. Must be an academic -- been in the real world?

    I hadn't even heard of LaTex, so I clicked around for a minute. The main site hosting (at the time I'm writing this) wasn't even available. Definitely sounds like something Fortune 500 companies should rely on. Then I do a little reading and discover this tidbit: "Unlike WYSIWYG tools such as FrameMaker and Word, it uses plain text files that contain formatting commands. It’s big, open source, stable and used by many technical publishing companies. It’s also relatively unknown in the technical writing community."
    There you have it folks. May be great for type setting, but not necessarily for day-to-day writing. In other words, Word does many things for many people. Also Word has been WYSIWYG since I think somewhere in the early-to-mid 1990s.
    Similarly, Excel is many things to many people. Is MatLab better for statistical analysis? Sure. Does everyone need to do statistics all the time? Nope. Can most people get by with the basics in Excel? Yep. Need to decide on a new mortgage or come up with a family budget? Is MatLab any use there? Excel absolutely integrates with almost any database. I use it every day in my job to do quick analysis on databases with millions even billions of data points. Could I write SQL queries instead to tease out the insights? Sure. Would I be as productive? Nope.
    May 18, 2015. 10:44 AM | 1 Like Like |Link to Comment
  • Microsoft: This 13% Celebration Might Be Premature [View article]
    Now, now... just because the company is older than you...
    May 12, 2015. 08:47 AM | 2 Likes Like |Link to Comment
  • Dr. Copper And Professor Oil Both Point To A Slowing Economy - Time To Move To Cash [View article]
    With the average American consumer having more money in their pockets, and the stronger dollar means they can buy more foreign goods, does this play out positively for strong international names like VW, BMW, Honda, Nestle, Toyota, etc? I can buy more shares now thanks to the strong dollar, and I can ride this out for a while. Thoughts?
    Feb 2, 2015. 02:13 PM | Likes Like |Link to Comment
  • Update: Microsoft Is A 'C' Student [View article]
    You keep saying "Forbes" but you mean you. Shameless click bait. Both articles are more baseless opinion than facts. Fact, the reason Windows 10 is irrelevant for the short term bottom line is that 1) It won't be sold for at least another 18 months, 2) It matters more about getting developers to develop universal apps, of which Xbox will be a part. As for the Xbox article, I just don't get it. Did you write an article on Sony spinning off PS while I wasn't looking, because that might make considerably more sense?
    Jan 28, 2015. 09:37 AM | 2 Likes Like |Link to Comment
  • Update: Microsoft Is A 'C' Student [View article]
    Hmm ended up being a bit wrong there? Apple's bottom line looks pretty good ... dunno if it is more because their market is more in the USA (probably) or if they hedged better or what. But their top line growth does seem to be slowing a bit in some areas. Looking more like a one-trick pony.
    Jan 28, 2015. 09:30 AM | Likes Like |Link to Comment