By Margaret Collins and Richard Rubin - September 17, 2014 If it seems impossible to amass a fortune in an IRA during your lifetime, think again. The Government Accountability Office reported yesterday that about 9,000 U.S. taxpayers have each accumulated at least $5 million in individual retirement accounts. While the GAO didn’t say how they managed to … Continue reading Bloomberg – How to Join 9,000 U.S. Taxpayers With Romney-Sized IRAs
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This Friday a meeting is scheduled to be held in Hillsboro, Oregon to vote on the proposed merger between Triquent Semiconductor and RF Micro Devices. In a September 3, 2014 article the Oregonian notes "Investors love the deal, which the companies say will save $150 million over its first two years." Translation - Doing … Continue reading Triquent RF Micro Devices. This and other forms of tax inversions analyzed
By Brent Hunsberger - August 30, 2014 I recently looked inside Intel’s workplace retirement fund. My logic board just about locked up. Intel Corp. is Oregon's largest private employer and, as a result, carries a big burden. Nearly 18,000 employees in the state rely heavily on the company's three retirement plans to ensure they will … Continue reading The Oregonian – What’s inside Intel’s retirement plans? Hedge funds. Lots of ’em.
The following analysis of the personal financial disclosures of Monica Wehby and Jeff Merkley was done for the Oregonian newspaper. The story by Jeff Mapes resulting from the analysis can be accessed here: Senate Candidates Financial Disclosure- Part I Also note that the analysis was updated after Wehby disclosed her final statement on August 15, … Continue reading Monica Wehby and Jeff Merkley Financial Disclosures Reviewed – Oregon US Senate Race
Disclosure: Intel is currently the largest single individual equity holding in both my personal and most of my clients' portfolios. No shares will be recommended for sale based upon this original research. Intel CEO Brian Krzanich The purpose of this post, which will be accompanied with an email directly to top management, is to … Continue reading Intel Q4 2013 Earnings – Time to Fix Pension Plan
This week Intel is putting forth a wide range of new products and while most of the attention is on processing power and improved energy management, the new Haswell chips also have key security functionality built into the chip. And who would imagine its dream marketing team would include President Obama and Edward Snowden, … Continue reading Obama and Snowden’s Gift to Intel
Politics is such a confusing mess these days yet when the historical dust settles it should be clear that the guy who got financial regulation right was John McCain. His simple proposal made in the late 1990's was ingenious and would have prevented both the .com bust and the financial crisis of 2008. McCain saw … Continue reading John McCain: The Guy Who Got Financial Regulation Right But Was Ignored
Michael Dell Hopes SEC and IRS Are Sleeping What continually makes the United States the place to be with respect to investment is the expectation that, when all is said and done, the rule of law generally prevails. One need only visit China, Japan and Russia to see that markets are generally manipulated by … Continue reading Inside Dell’s Private Equity Buyout Proposal
Who would think that investment audit reports could be so interesting? Reports that should be available to any investor in the various Bain Capital investment funds, including the Romney's of course. Most remarkable perhaps is that no one has seen the really big story of these otherwise mundane reports. Here is that story, an epic … Continue reading Bain Capital’s Big Untold Story Buried in Gawker Documents
One of the sacred tenets of good corporate governance is separating the roles of Chairman of the Board and Chief Executive Officer. This provides a critical oversight function with respect to the activities of the CEO. Exhibit one supporting this concept is perhaps JP Morgan CEO Jamie Dimon's role in the current multi billion … Continue reading Corporate Governance: While Intel Excels JP Morgan Struggles