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Andrew N. Smith  

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  • Microsoft's Surface Can Leverage Education Market [View article]
    I think the value-add in tablets is not so much in replacing physical textbooks, but more in their potential to evolve pedagogy for the purposes of improving learning outcomes. This requires (or would be aided by) a 'services' investment on the part of technology providers that emphasizes how to design educational programs that leverage this technology (beyond just seeing it as a e-book delivery system). Maybe this is outside of their core competencies (partnerships required?), but this seems as if it would be an important part of their value proposition if they are to crack the education market in any serious way. Help reform the system such that your product is more central to its success.
    Sep 1, 2012. 11:30 AM | Likes Like |Link to Comment
  • Tiffany Earnings Preview: A Beat-Down In Luxury Retail [View article]
    Very positive action, indeed. Looks like I will have to continue to stay disciplined and avoid as well.
    Aug 30, 2012. 12:26 AM | Likes Like |Link to Comment
  • Manchester United: It Takes A Brit To Explain Why America Has Been Fooled [View article]
    A club need not always be successful on "the pitch" to be a good investment (not saying that necessarily applies here though). The Toronto Maple Leafs haven't won a league championship in decades, nor made the playoffs in years, and they continue to be the most profitable club in the NHL (North America's 4th largest sports league). All you need is hope, weaved from the promise of improved performance, and a core of loyal fans. And it only takes the smallest of victories to sustain and energize a fan base. I also think the bigger the sports brand, the more forgiving the overall fan base (because there's more social value in supporting the team).
    Aug 28, 2012. 12:15 PM | Likes Like |Link to Comment
  • Another Way To Reinvest Dividends [View article]
    "You could buy shares in 52 companies, such that the dividends you receive this week buy shares in the company that pays dividends next week, etc. :-)"

    Sounds like a crafty solution!
    Aug 28, 2012. 11:48 AM | 2 Likes Like |Link to Comment
  • The Most Hated Rally In History? [View article]
    Very thoughtful and clear analysis. Thanks!
    Aug 28, 2012. 11:24 AM | 2 Likes Like |Link to Comment
  • Knee-Jerk Fed Reaction Doesn't Add Up [View article]
    Great analysis!
    Aug 24, 2012. 11:13 PM | Likes Like |Link to Comment
  • Outlook For Equities: Time To Take The Foot Off The Accelerator [View article]
    I've never heard the context around that oft-spoken Keynes quote before; thanks for providing.
    Aug 24, 2012. 09:50 PM | 1 Like Like |Link to Comment
  • Bernanke Responds To Congressman's Tough QE Questions: Examining The Exchange [View article]
    Great article. Thanks for your analysis on this.
    Aug 24, 2012. 09:39 PM | 1 Like Like |Link to Comment
  • Why Dell Is A Must-Buy: The Comprehensive Bull Thesis [View article]
    While the change in strategy seems necessary, I can't help feel that there's going to be some more pain before things turn around. I'm not helping out much either, as I'm currently 'osbourning' it/waiting for some more attractive pricing on the newish XPS models.
    Aug 24, 2012. 03:22 PM | Likes Like |Link to Comment
  • Tiffany Earnings Preview: A Beat-Down In Luxury Retail [View article]
    Thanks. I agree with your conclusion that it still seems a bit pricey at this point in time.
    Aug 24, 2012. 02:57 PM | Likes Like |Link to Comment
  • Is The SuperDividend ETF For You? [View article]
    Thanks for your balanced analysis, Ploutos.
    Aug 21, 2012. 11:24 AM | 2 Likes Like |Link to Comment
  • How Ex-Dividend Dates Work [View article]
    Helpful, clear explanation. Thanks!
    Aug 4, 2012. 10:48 PM | 9 Likes Like |Link to Comment
  • Overall Market Sentiment Too Positive? [View article]
    Thanks for integrating all of this.
    Aug 3, 2012. 12:00 AM | 1 Like Like |Link to Comment
  • Coach - Stock For Sale [View article]
    @Fox: Echoing your anecdotal comments, any brand that relies on couponing and outlet stores for sustained growth is not going last long in the 'luxury' (or even mass premium) category.
    Aug 2, 2012. 12:56 AM | Likes Like |Link to Comment
  • Why Corporate Earnings Could Drop More Than 50% [View article]
    Interesting, informative and approachable. Thanks!
    Aug 2, 2012. 12:45 AM | 1 Like Like |Link to Comment
COMMENTS STATS
195 Comments
68 Likes