Jonathan Liss, SA Editor

comments101
  • Positive ratings +1
  • Negative ratings 0
  • Net rating +1 or 100 %
Filter comments by:
Highest rated Latest comments
Or filter by symbol:

Latest Comments
101 Comments

    • Wed Nov 19th 22:18 PM
      |
      Rating: +1 0
      Commented on:
      New Russian Ruble ETF Offers Several Interesting Trading Possibilities
      Valdimir,

      As far as I can tell, the rate listed here (www.currencyshares.com...) is the rate paid out by the fund, which I am told will be done on a monthly basis. At the time of the prospectus, the central bank rate was considerably lower. As Moscow continues to raise rates, the fund's monthly payout rises.

      Hope this helps.


      On Nov 19 06:58 PM Vladimir Senkov wrote:

      > I'm glad it's just me.
      > Could you tell me where you got those numbers from? 15.5%? 20%?<br/>The
      > only update to the prospectus that I can find mentioned 6.05%.<br/>When
      > you say "It is currently over 20%" what do you mean by "it"? do you
      > mean the rate JPM London branch pays to the fund or do you mean some
      > other rate i can get somewhere else on ruble deposits?
      > I'm interested in the rate JPM London branch is paying, not any russian
      > central bank rate or any other rates as they have nothing to do with
      > this fund.
      >
      > On Nov 19 02:14 PM Jay H wrote:
      View article »
    • Tue Sep 16th 16:07 PM
      |
      Rating: 0 0
      Commented on:
      Royale Energy: Anatomy of a Market Hit Job
      You seem concerned about the recent action but it looks like it's still up a bunch for long-term holders.
      View article »
    • Tue Sep 16th 16:04 PM
      |
      Rating: 0 0
      Commented on:
      General Discussion on PGF
      With the yield now above 11% and with the list of notes all seemingly from well-capitalized companies with the exception of Merrill which was just bought by BAC, I think this sell-off is overdone at this point. Anyone else?
      View forum topic »
    • Wed Sep 3rd 11:19 AM
      |
      Rating: 0 0
      Commented on:
      Three Reasons Solar Sell-off May Be in Early Innings
      I think the argument the author is laying out against solar is a fairly short-term one. He never claims solar won't be a great business down the road. But if oil continues to plummet, Solar's high valuations will not be sustainable.

      Value is about what a business is trading for relative to what it's really worth - even the greatest business can be overpriced and the worst underpriced. And at current and future PEs, solar profits need to keep growing at an insanely fast rate to sustain current valuations.
      View article »
    • Tue Sep 2nd 06:33 AM
      |
      Rating: 0 0
      Commented on:
      The Latest Changes to SeekingAlpha.com
      David,

      I like 'The Macro View' best as a replacement for The Big Picture.

      View article »
    • Fri Aug 29th 09:46 AM
      |
      Rating: 0 0
      Commented on:
      Claymore First to Land Global Shipping ETF
      As a follow up to the last paragraph, since that first day of trading, volume has picked up significantly, topping out at 121,382 on Wednesday.
      View article »
    • Tue Aug 12th 06:30 AM
      |
      Rating: 0 0
      Commented on:
      Procter & Gamble Should Continue To Perform
      Thanks for your corrections folks. We have updated the piece accordingly.
      View article »
    • Wed Aug 6th 04:27 AM
      |
      Rating: 0 0
      Commented on:
      Obama Wants to 'Robin Hood' Exxon
      'TheGiz' is correct, my comment was an attempt to play devil's advocate and spark debate to some extent. My main concern with Christoph's piece, whose analysis I respect very much and always look forward to reading, was that it took a reasonable issue and raised the level of debate to something bordering on hysteria. I am by no means voting for Obama but comparing him to Hugo Chavez and calling him a Petro-communist blurs the lines of reality and isn't constructive to a debate of the real issues in my opinion. So I wanted to at least present the other side. Glad it aroused so many strong emotions in so many people!
      View article »
    • Tue Aug 5th 15:01 PM
      |
      Rating: 0 0
      Commented on:
      Obama Wants to 'Robin Hood' Exxon
      To the author,

      I think your point is not fair to middle class Americans who struggle daily with out of control energy prices. America already has less taxes on gasoline than all of Europe - yet you're not accusing them of Petro-Communism and companies like Shell and Total still seem to be making huge profits. Rather than tax consumers further, as is the case in Europe with gas at the pump, further curtailing discretionary spending, Senator Obama is proposing redistributing the wealth from a few wealthy people into the hands of millions of Americans in a way that will stimulate the American consumer. What's un-capitalistic about that?
      View article »
    • Wed Jul 23rd 09:01 AM
      |
      Rating: 0 0
      Commented on:
      Wednesday Outlook: Commodities, Emerging Markets
      'eh' - Wachovia and WaMu were left off the SEC's 'Protected List' so that argument doesn't really explain the action in WB and WM specifically.
      View article »
    • Wed Jul 23rd 05:21 AM
      |
      Rating: 0 0
      Commented on:
      Wednesday Outlook: Commodities, Emerging Markets
      Dave,

      I think we're all scratching our heads after yesterday's action. Just wondering, what percentage of it was simply a short squeeze? My guess would be almost all of it.

      Wachovia and WaMu especially were heavily shorted going into earnings (12% and 26% respectively since late June according to Yahoo - I can only imagine these numbers increased since). Once most of the shorts cover, I think we'll see significant downward pressure on the financials again as who is willing to ante up after these rallies and with these kinds of earnings reported?
      View article »
    • Tue Jul 8th 08:16 AM
      |
      Rating: 0 0
      Commented on:
      iPhone Can Replace Laptops for Majority of Computer Users
      Jason,

      Nice piece overall.

      However, I have to say i strongly disagree with its basic premise. Most laptop owners aren't buying their computers simply to surf the web. Their laptop computers are essential for being able to work from remote locations and require very specific software, a keyboard and a much larger screen than the iPhone offers. Can you see someone writing a screenplay or typing a deposition on a device the size of the iPhone? Editing a film or audio file? An accountant using Quicken or TurboTax? The list goes on and on.

      Apple knows this. If they thought the iPhone would really cannibalize laptop sales, it's unlikely it would be worthwhile for them. Why have a $200 product replace a $2,000 one?

      Curious for your take.

      Best,
      Jon
      View article »
    • Sun Jul 6th 04:46 AM
      |
      Rating: 0 0
      Commented on:
      Thursday Options Outlook: ZION, KEY, JEF, AKS, DIA, RIO, NVDA, VCLK, BIG
      Test
      View article »
    • Thu Jul 3rd 11:50 AM
      |
      Rating: 0 0
      Commented on:
      Google Talk for iPhone: It's Not What You Think
      Not plagiarism - we have permission to reprint TechCrunch pieces - notice the TechCrunch logo on the left hand side, under the Author's picture.
      View article »
    • Tue Jul 1st 07:05 AM
      |
      Rating: 0 0
      Commented on:
      Rhapsody's New e-Music Download Service Takes on iTunes
      Prashanth,

      Really good piece - tasty food for thought!

      I have one disagreement - you say that "In my 5 years of using iTunes, there is not one song which I did not manage to find." In ;my own personal experience, there are often songs I can't find on iTunes. A recent example: the soundtrack to the movie Snatch, which I looked for in iTunes today and couldn't find. It's not exactly an obscure movie or soundtrack.

      This fact means there will probably ultimately be room for more than one online 'mega' music store. I think if their content is differentiated enough, there will be room for both to thrive. After all, it's the content consumers are ultimately looking for - they don't care whether they buy it at Tower Records or Virgin - and I don't see why consumers won't use both online stores to buy music, with one complementing the other when they can't find what they want.
      View article »