Bob Wilson

7 Comments

    • Sirius, XM: FCC Determined to Establish Its Authority [view article]
      More idle speculation.

      Poorly written.

      "Defining moment for the current and future FCC"??
      That gives new meaning to the definition of hyperbole.
      May 15 08:20 AM
    • XMSR and Sirius: Bigger Problems Than FCC Approval [view article]
      Wayne:
      I appreciate the thoughtful discussion. In the end, I think the variety of programming and convenience SIRI offers will make it competitive.
      Whether its debt can be serviced is the real question, isn't it?




      Mar 28 09:26 AM
    • Under The Radar News - Tuesday [view article]
      "Sources say officials were given one last chance to oppose the deal before Antitrust division chief Thomas Barnett signs off on the deal."

      While I have a small, long position on Siri, I must, nevertheless, question your use of the plural "sources." For all of its faults in this much delayed merger decision, at least DOJ has had a record of not a single leak, let alone "leaks."
      At common law, one could be accused of being a "common scold" for repeating gossip. Is this portion of your story news or gossip?       Feb 20 08:42 AM
    • Status Report: SIRIUS/XM Satellite Radio [view article]
      Another, more likely, explanation for the delay is a negotiation over how much spectrum, if any, the merged entity is willing to provide for "public service" of some sort. If either the DOJ or the FCC wanted to torpedo this deal, it could have done so last year.
      Disclosure: I have a small, long position.       Feb 10 12:23 PM
    • As New Auto Prices Become Unsustainable, Tata's On to a Winner [view article]
      Tata's cheap car will not be exported to this country because it fails to meet U,S. (or Canadian) safety standards. The car gives new meaning to the words "unsafe at any speed." -- at least "unsafe" as those words have come to be defined in our market. The car should serve India well, however, at least in the near term as the Indian auto industry developes. Jan 18 08:16 AM
    • Tweaking My Portfolio in a 'Substantive and Timely' Manner [view article]
      Matt:
      Fair enough. But if I were to trade in an out of gold, I think I would have looked a bit harder at one of the mining stocks, instead.
      On a broader horizon, should the White House fall to either Obama or Clinton, then tax implications will, unfortunately, raise their ugly head in most future trading.
      Finally, I cheer for the Air Force every day of the year, but one.
      Next year the Mule will fly!
      Bob Wilson
      Iowa

      Jan 14 12:20 PM
    • Tweaking My Portfolio in a 'Substantive and Timely' Manner [view article]
      I agree with Matt on GLD. In fact, I jumped in three weeks ago.
      However, one should be aware of the different tax treatment the IRS slaps on GLD. Hint: "collectibles&quo...
      In fairness to Matt, he is not the only advisor of late to not mention the prospect of a 28% long term tax bite, rather than 15%.
      Tax implications aside, there is also the uncharted scenario of what would happen if GLD turns south sharply.
      Nevertheless, I remain long, long, long on GLD. Best case: it will serve the needs of my portfollio for many years and then pass to the kids with a step-up in basis. How's that for "long"?
      Finally, Matt is understandably a proud USAFA grad, so permit me one more comment: Go Army! Beat Air Force!
      Bob Wilson
      Iowa       Jan 13 03:15 PM
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