Seeking Alpha

David Jackson

View David Jackson's Comments BY TICKER:
AA, AAPL, ABC, ABK, ABT, ABV, ACGL, ACH, ACWI, ADCT, ADM, ADP, ADRE, ADS, ADZ, AFB, AGA, AGF, AGG, AGQ, AIMC, ALA, ALTI, ALTR, ALV, ALZJF.PK, AMAT, AMB, AMD, AMLN, AMLP, AMPX, AMTD, AMX, AMZN, AN, ANDE, ANGI, AOL, AON, AONE, APA, APD, APH, APOL, APX, AQUNF.PK, ARG, ARW, ASN, ASXFF.PK, ATHR, ATVI, AUNZ, AUSE, AV, AVB, AVR, AXJL, AXP, AXPW.OB, AYN, AYT, AZN, BA, BAB, BAC, BAF, BAL, BAM, BAX, BBF, BBH, BBI, BBK, BBT, BBY, BCK, BCL, BCS, BDD, BDG, BDH, BELG, BFC, BFK, BFO, BFY, BFZ, BGG, BHH, BHI, BHP, BHV, BIDU, BIE, BIIB, BIK, BIL, BIP, BIV, BJZ, BK, BKF, BKHYY.PK, BKK, BKN, BKS, BLE, BLH, BLJ, BLMIF.PK, BLN, BLS, BLV, BMC, BMT, BMY, BND, BNJ, BNY, BOE, BOM, BOS, BP, BPK, BPOP, BPS, BPT, BQH, BRAQ, BRAZ, BRF, BRK.A, BRL, BRM, BRNC, BSAC, BSC, BSD, BSE, BSV, BSX, BT, BTA, BTU, BUCY, BWP, BWX, BX, BYM, BZA, BZF, BZM, C, CA, CAF, CAKE, CAL, CAT, CB, CBE, CBS, CCA, CCJ, CCK, CCTYQ.PK, CCXE, CDE, CECO, CEF, CEG, CEV, CEW, CFT, CGW, CH, CHA, CHIE, CHII, CHIM, CHIQ, CHIX, CHK, CHKP, CHL, CHN, CHXX, CIU, CLBXF.PK, CLCT, CMA, CMCSA, CMF, CMGGF.PK, CMU, CNET, CNI, CNS, CNY, COCO, COF, COH, COL, COP, CORS, COW, CPWR, CPX, CQQQ, CRBQ, CREE, CROX, CRRC, CRUS, CS, CSIQ, CSJ, CSK, CSLS, CSX, CTAS, CTRP, CUB, CUT, CVA, CVS, CVX, CVY, CWB, CX, CXA, CXE, CXH, CY, CYB, CYBS, CZZ, D, DAG, DASTY.PK, DAX, DBA, DBB, DBC, DBD, DBE, DBO, DBP, DBS, DBU, DBV, DDG, DDM, DDP, DEE, DEF, DELL, DEM, DEO, DES, DEW, DFE, DFJ, DFS, DGL, DGP, DGS, DGX, DGZ, DHR, DHS, DIA, DIG, DIM, DIS, DJ, DJP, DLN, DLS, DMF, DNL, DNN, DNO, DO, DOL, DON, DOO, DOX, DOY, DPU, DRR, DSM, DTD, DTF, DTH, DTN, DTO, DUG, DVY, DWM, DWX, DXB, DXJ, DYY, DZZ, E, EA, EADSF.PK, EBAY, ECA, ECH, ECON, EDU, EDV, EEB, EEM, EFA, EGPT, EIA, EIDO, EIF, EIM, EIO, EIP, EIS, EIV, ELD, ELN, EMB, EMC, EMI, EMIF, EMJ, EMLC, ENER, ENX, ENY, EOP, EPI, EPOL, EPS, EPU, EQIN, EQIX, EQL, EQR, ERE, ERO, ERX, ESI, ESLRQ.PK, ESR, ESV, ETFC, ETN, ETR, EU, EUO, EVJ, EVM, EVN, EVO, EVP, EVX, EVY, EWA, EWC, EWD, EWG, EWH, EWI, EWJ, EWK, EWL, EWM, EWN, EWO, EWP, EWQ, EWS, EWT, EWU, EWW, EWX, EWY, EWZ, EWZS, EXC, EXPE, EZA, F, FAF, FAN, FAS, FAX, FAZ, FCG, FCX, FDL, FDM, FDN, FEU, FEV, FEZ, FFD, FFIV, FGD, FIATY.PK, FIG, FII, FIS, FITB, FIVZ, FIW, FLEX, FLIR, FLSH, FLY, FMCC.OB, FMN, FMX, FNF, FNFG, FNMA.OB, FPT, FRC, FRN, FRX, FSLR, FUD, FUE, FULT, FVD, FXA, FXB, FXC, FXD, FXE, FXF, FXG, FXH, FXI, FXL, FXM, FXN, FXO, FXP, FXR, FXRU, FXS, FXU, FXY, FXZ, FYX, GAF, GAZ, GBB, GBF, GCC, GCH, GCI, GD, GDX, GDXJ, GE, GEX, GF, GG, GILD, GIY, GLD, GLJ, GLL, GLW, GM, GME, GMK, GML, GMM, GMMB, GMTB, GNAT, GNW, GOE, GOOG, GPC, GPS, GR, GRBMF.PK, GRN, GRPN, GRU, GS, GSC, GSG, GSK, GSP, GSY, GU, GULF, GUR, GVI, GWO, GXC, GXF, GXG, HAO, HAP, HAR, HBAN, HBC, HCBK, HD, HDV, HEW, HGI, HHH, HIG, HILO, HIT, HL, HOG, HOLL, HOT, HPQ, HRS, HSOA, HST, HSY, HTV, HUM, HYD, HYG, IACI, IAF, IAH, IAU, IBB, IBM, ICF, ICI, ICLN, ICN, ICS, IDU, IDV, IDX, IEF, IEI, IEO, IEV, IEZ, IF, IFGL, IFN, IGE, IGN, IGOV, IGT, IGV, IHE, IHF, IHI, IIC, IIF, IIH, IIM, IJH, IJR, ILF, IMS, IMT, INDY, INFA, ING, INP, INR, INTC, INTU, INXX, IPE, IPW, IQC, IQI, IQM, IQN, IQT, IRL, ISIL, ISL, ISLN, ITA, ITB, ITE, ITF, ITL, ITM, ITW, IVE, IVV, IVW, IWB, IWC, IWM, IWN, IWV, IXC, IXG, IXJ, IYE, IYF, IYH, IYR, IYT, IYW, IYY, IYZ, JASO, JBLU, JCI, JCP, JEM, JEQ, JEXYY.PK, JFC, JFT, JJA, JJC, JJE, JJG, JJM, JJN, JJP, JJS, JJT, JJU, JNJ, JNK, JNPR, JNS, JO, JOF, JPM, JPP, JSC, JUPM, JW.A, JWN, JYF, JYN, KALU, KBE, KBWB, KEF, KEY, KF, KLAC, KMB, KMBNY.PK, KNM, KO, KOL, KRY, KSM, KSS, KWT, KZMYY.PK, LAG, LBJ, LCC, LD, LDK, LDN, LEE, LEG, LEH, LEO, LGF, LHB, LIS, LLL, LLTC, LLY, LMT, LNCR, LNKD, LOV, LPL, LQD, LRCX, LSC, LSO, LTD, LWSN, LYG, LYO, M, MA, MAB, MAF, MAN, MAV, MAY, MBB, MBI, MCA, MCD, MDP, MDRX, MDY, MEG, MEN, MER, MES, MET, MET.B, MFL, MFM, MFT, MGC, MHD, MHE, MHF, MHI, MHN, MHP, MHS, MI, MIC, MINT, MIW, MIY, MJI, MLN, MMI, MMM, MMU, MMV, MNA, MNE, MNI, MNP, MO, MOG.A, MON, MOO, MORN, MOS, MPA, MQT, MQY, MR, MRK, MS, MSFT, MTB, MTG, MTLQQ.PK, MTU, MU, MUA, MUAA, MUAB, MUAC, MUAD, MUAE, MUAF, MUB, MUC, MUE, MUH, MUI, MUJ, MUNI, MUS, MVF, MVIS, MVT, MVV, MWW, MXA, MXE, MXIM, MXN, MYC, MYD, MYF, MYI, MYJ, MYM, MYN, MZA, MZF, NAC, NAD, NAN, NAZ, NBH, NBJ, NBO, NBR, NBS, NBW, NCA, NCC, NCL, NCO, NCP, NCR, NCU, NE, NEA, NEWC.PK, NFC, NFI, NFL, NFLX, NFM, NFX, NFZ, NGB, NGK, NGO, NGX, NIB, NIF, NII, NIM, NIO, NKE, NKG, NKL, NKO, NKR, NKX, NLR, NMA, NMB, NMI, NMO, NMP, NMT, NMY, NMZ, NNB, NNC, NNF, NNJ, NNO, NNP, NNY, NOC, NOK, NOM, NORW, NPC, NPF, NPG, NPI, NPM, NPP, NPSNY.PK, NPT, NPV, NPX, NPY, NQC, NQF, NQI, NQJ, NQN, NQP, NQS, NQU, NRB, NRG, NRK, NSANY.PK, NSC, NTC, NTDOY.PK, NTES, NTRS, NTX, NUC, NUCL, NUE, NUF, NUJ, NUM, NUN, NUO, NUV, NVC, NVDA, NVG, NVJ, NVLS, NVN, NVO, NVS, NVX, NVY, NWF, NWI, NWS, NXC, NXE, NXI, NXJ, NXK, NXM, NXN, NXP, NXQ, NXR, NXZ, NYF, NYH, NYT, NYX, NZF, NZH, NZR, NZW, NZX, OESX, OIA, OIB, OIC, OIH, OIL, OISI.OB, OLO, OMC, ONEQ, ORCL, OREX, ORI, ORSDF.PK, OSTK, OTP, OXPS, P, PAAS, PAGG, PALM, PBD, PBE, PBI, PBJ, PBR, PBS, PBW, PCK, PCP, PCQ, PCY, PDP, PDS, PEIX, PEJ, PEK, PEP, PEY, PEZ, PFE, PFF, PFI, PFM, PG, PGD, PGF, PGJ, PGL, PGM, PGX, PH, PHB, PHO, PHYS, PIA, PIC, PID, PIF, PIN, PIO, PIQ, PIZ, PJB, PJP, PKB, PKG, PKN, PKOL, PLD, PLND, PM, PMCS, PMF, PMG, PMH, PML, PMM, PMN, PMNA, PMO, PMR, PMX, PMY, PNC, PNF, PNI, POT, PPA, PPH, PPM, PRB, PRF, PRFZ, PRN, PSAU, PSI, PSJ, PSK, PSL, PSO, PST, PSTL, PTD, PTF, PTH, PTM, PTR, PUDA, PUI, PUW, PVI, PWC, PWND, PWO, PWZ, PXD, PXE, PXH, PXI, PXJ, PXQ, PYH, PYM, PYN, PYZ, PZA, PZC, PZD, PZI, QCLN, QCOM, QI, QID, QLD, QLGC, QPSA, QQQ, QQQC, RAA, RAI, RATE, RBS, RCL, RDC, RDS.A, REDF, RENN, RFA, RGLD, RHI, RIG, RIMM, RIO, RJA, RJF, RJI, RJN, RJZ, RL, RMBS, RNJ, RNY, ROM, RS, RSG, RSH, RSP, RSX, RTH, RTN, RVBD, RWL, RWR, RWX, RXD, RXL, RYE, RYH, S, SAA, SAI, SAP, SBI, SBUX, SCHE, SCHL, SCHW, SCMWY.PK, SCO, SCOR, SCZ, SDS, SDY, SEL, SGF, SGG, SGOL, SGP, SGQRF.PK, SH, SHLD, SHM, SHOP, SHV, SHW, SHY, SIFY, SIGI, SIL, SINA, SIVR, SKIL, SLB, SLE, SLM, SLV, SLW, SLX, SMB, SMMU, SNDK, SNE, SNF, SNV, SNY, SOIL, SOXX, SPHQ, SPLS, SPR, SPWR, SPY, SSO, SSRI, STD, STI, STJ, STLD, STM, STO, STP, STPZ, STRA, STT, STX, SUB, SUI, SVBI, SWK, SWKS, SWY, SWZ, SYK, SYMC, SZO, SZR, T, TAC, TAN, TAO, TAV, TBT, TEF, TEL, TELN, TENZ, TEX, TF, TFC, TFI, TGT, THD, THQI, TIE, TIF, TIP, TIVO, TKF, TKGBF.PK, TLAB, TLH, TLO, TLT, TM, TMX, TPX, TRAUF.PK, TRBCQ.PK, TRF, TRH, TRI, TRIP, TRV, TSL, TSLA, TSS, TST, TTF, TTM, TUP, TUR, TV, TWN, TWX, TXN, TXT, UAG, UAUA, UBC, UBG, UBM, UBN, UBS, UCC, UCI, UCO, UDN, UGA, UGE, UGL, UHN, UKF, UKK, UKW, ULE, UNG, UNH, UNL, UNP, UOY, UPS, UPW, URE, URR, URRE, USB, USD, USG, USL, USO, USV, UTX, UUP, UVG, UVT, UVU, UWM, UXI, UYG, UYM, V, VALE, VAW, VAZ, VB, VBR, VCF, VCLK, VCV, VDE, VEA, VEU, VFL, VG, VGIT, VGLT, VGM, VGSH, VGT, VHT, VIG, VIM, VKI, VKL, VKQ, VLNC, VMM, VMO, VMV, VMW, VNM, VNQ, VO, VOLVY.PK, VOO, VOQ, VPL, VPU, VPV, VRD, VSUNQ.PK, VTF, VTI, VTJ, VTN, VTR, VTV, VWO, VYM, VZ, WAG, WAVX, WCAT, WCG, WDC, WETF, WFC, WFR, WFT, WHR, WIP, WLP, WM, WMCR, WMMVY.PK, WMT, WOOD, WPO, WPS, WTZ, XAA, XBI, XES, XHB, XIDE, XLB, XLE, XLF, XLK, XLNX, XLP, XLV, XME, XNL, XOM, XOP, XPH, XPP, XRO, XRX, XSRAF.PK, XUE, Y, YANG, YCL, YCS, YGE, YHOO, YINN, YNDX, YRCW, YUM, ZION, ZMH, ZNGA, ZROZ, ZSL
  • Aerospace and Defense Stocks: Beaten Down, With Healthy Free Cash Flow, 3%-Plus Dividends [View article]
    As a bystander in this discussion, my key takeaway is that sentiment on defense stocks is extremely negative, as reflected in the kind of pessimism expressed by The Hammer.

    Which makes me wonder whether the bad news might be more than priced in, and the stocks are a buy.
    Dec 5 04:11 PM | 1 Like Like |Link to Comment
  • Aerospace and Defense Stocks: Beaten Down, With Healthy Free Cash Flow, 3%-Plus Dividends [View article]
    Thanks. If there's a shift in spending from manned aircraft to drones, is NOC a net revenue winner or loser?
    Nov 30 09:08 AM | Likes Like |Link to Comment
  • Aerospace and Defense Stocks: Beaten Down, With Healthy Free Cash Flow, 3%-Plus Dividends [View article]
    Which of these defense stocks have the highest % exposure to drones?
    Nov 29 08:02 AM | Likes Like |Link to Comment
  • Aerospace and Defense Stocks: Beaten Down, With Healthy Free Cash Flow, 3%-Plus Dividends [View article]
    Agree - rare earths are not significant costs for these companies. The issue is whether they can produce their products at all without rare earths.
    Nov 12 07:21 AM | 1 Like Like |Link to Comment
  • Aerospace and Defense Stocks: Beaten Down, With Healthy Free Cash Flow, 3%-Plus Dividends [View article]
    Excellent article, LVI - thank you.

    Does anyone have a sense for how much the rare earth metals crisis will be an issue for these stocks? See: seekingalpha.com/marke...
    Oct 5 03:11 AM | 2 Likes Like |Link to Comment
  • Boeing's Dreamliner Delays Will Cost Them [View article]
    This now looks like a prescient article. I found it because I was trying the search function, searching for "787". The results are particularly interesting if you filter by "Transcripts" after the initial search -- you see all the companies that have mentioned the 787 on their conference calls.
    Mar 19 05:20 PM | Likes Like |Link to Comment
  • Under The Radar News - Thursday [View article]
    The FT article on laptop vendors is uncannily similar to this:
    Asus Eee: Threat to Apple, Microsoft, HP, Dell and the Hard Drive Vendors?
    seekingalpha.com/artic...

    which Seeking Alpha readers got 20 days earlier.
    :-)
    Jan 31 05:54 PM | Likes Like |Link to Comment
More on BA by David Jackson
COMMENTS STATS
864 Comments
709 Likes