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Posts by MSchapiro

 I agree with you here, pretty much in the same boat although I've sold off a chunk of my oil holdings after some really big returns.  Instead of cash I've been loading up on REITs. Sure they'll take a loss soon probably, but I'm betting it will be under the 20% discount to book they are currently trading for. Also regarding diversification benefits: "According to the modern portfolio theory, you'd come very close to achieving optimal diversity after adding about the 20th...
Very cool, what kind of startups? Based on what you guys are saying I will avoid solar for now. The industry has a lot of hype and some very high valuations leading me, a somewhat intelligent person, to believe a lot has changed. I figure a lot of other investors think this too and when the incentives begin to wind down and the early adopters have bought their fill of Tesla battery packs installed by Solar City we will see a correction to more rational numbers.  As you say...
Interesting debate. So what would you two say about how solar has progressed technology wise?   Long term play or not valuations are very high right now.
Why not go for some BHI/HAL merger play then?  I did really well on gold today too.
I'll take the compliment :D. He can be very flexible with the color and his judgement is very very good in making it come to life.
I honestly have no idea, I only noticed at the end of the day and have been too busy to do any research. Still I'm presuming, barring the research that I will do, that analysts make take this into account in their projections.
Yup, just a small upcharge for a last modification. I can't imagine I'll ever change the feel of the last after my last two pairs though, literally feels bespoke in that it holds my heel without compressing my toes at all.  I am a fan of that pattern. That is hard color wise. Antonio does an excellent brown, especially with the patina. Perhaps you should consider a textured leather like hatch grain. I also really like my navy test shoes since the blue comes out in sunlight...
Test shoes arrived last night (only 5 days by DHL, not bad) and I tried them around the office today. I am very impressed with just how comfortable the design is, despite being a side elastic. The shoe itself walks like an oxford but is as comfortable as a loafer.   Now I just need to tweak the design before the final. I'll post some pictures for feedback tomorrow. I am considering if I want to change the size of the toe box for aesthetic reasons on the toe box as well...
What is everyone's opinion on GM? The price builds in -1% EPS growth for the next 5 years where as analysts are predicting EPS growth. Is there any reason that GM's EPS should fall? Not to mention they pay a 4% dividend that makes waiting comfortable. 
Although I'm not T4, I think it is just what he calls the styles. He called mine the same.  I spoke to him about faux laces and he said it is doable so it is just a choice on the part of the person who commissions the shoe. 
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