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  • CVS Health and IBM Tap Watson to Develop Care Management Solutions for Chronic Disease [View article]
    I suspect that many such innovative relationships will be established with IBM and the health care industry.
    Jul 30, 2015. 06:36 AM | Likes Like |Link to Comment
  • CIBC Dividend Stock Analysis 2015 [View article]
    I agree that this is a good article and disagree that Canadian banks are over-valued. Canadian banks offer excellent dividends and the threats to the nation's economy -- while real -- seem overblown.
    Jul 25, 2015. 07:53 AM | 3 Likes Like |Link to Comment
  • 2 Investing Books You Don't Really Need To Read [View article]
    This is a very valuable and nicely written article that will probably surprise and enlighten many readers. Thanks for making it specific and fair-minded.
    Jun 30, 2015. 09:44 AM | Likes Like |Link to Comment
  • Blackstone selling AlliedBarton for $1.67B [View news story]
    I don't know why the poster did not bother to look up and include what Blackstone paid. With equity it came to about $750 million.
    Jun 30, 2015. 09:25 AM | 6 Likes Like |Link to Comment
  • Deutsche Bank: A Value Proposition In The Troubled Banking Sector [View article]
    Perhaps the article would be better named "A Troubled Value Proposition in the Troubled Banking Sector." From Business Insider, in 2014, "Deutsche Bank, Germany's biggest financial firm, faces lots of slings and arrows: a never-ending barrage of fines from American regulators, tough new rules on bank capital, a stagnant European economy and listless financial markets. Together, they have pummeled its prospects and punctured its share price."

    Read more:
    Jun 30, 2015. 08:27 AM | Likes Like |Link to Comment
  • Chicago's Downgrade: What Investors Need To Know [View article]

    Good points, but in place of "government" I might write, "our fellow citizens whom we elected to represent us" -- including ourselves in the responsibility for legislators' decisions that now affect us.
    Jun 25, 2015. 09:28 AM | 1 Like Like |Link to Comment
  • Statoil cancels rig contract 13 months early [View news story]
    These sound like prudent steps.
    Jun 24, 2015. 11:30 AM | 2 Likes Like |Link to Comment
  • Why Owning Blackstone Group LP Is A Risky Proposition [View article]
    I have not read an SA article in which a writer appears so conflicted, and I'm not sure what inspired you to write about a stock that strikes you as worth warning others about while simultaneously saying that it is the first stock you would buy "at the onset of a new investment cycle." Are you expecting such a cycle to be broadly announced?
    Jun 24, 2015. 10:47 AM | 1 Like Like |Link to Comment
  • Stock Purchase: Copa Holdings [View article]
    I think that you're right about value and that you have made a very good deal.
    Jun 24, 2015. 09:21 AM | 2 Likes Like |Link to Comment
  • The U.S. Stock Market Will Charge Higher [View article]
    I regret that some comments are dismissive and a bit unfriendly. I enjoyed and was intrigued to think about your sense of the current market and agree that a correction will not necessarily come from, as you say, "rate rises ... done gradually and ... aligned with economic growth."
    Jun 20, 2015. 11:51 AM | 3 Likes Like |Link to Comment
  • IBM: A Comment On Price Vs. Value [View article]
    It is interesting and encouraging to follow your line of reasoning, and I thank you for a very clear presentation. I am investing in the suspicion that IBM's best days lie ahead.
    Jun 19, 2015. 12:16 PM | 8 Likes Like |Link to Comment
  • Wimbledon and IBM Push Digital Boundaries to Enhance Fan and Player Engagement [View article]
    An interesting initiative for IBM and mobile technology that could be adapted to virtually all other sports.
    Jun 18, 2015. 10:17 AM | Likes Like |Link to Comment
  • 2015's Trendless Markets Make It Hard For Investors [View article]
    I see the dynamics quite differently. Value can be established in numerous ways and persists even as prices vary, while "trends" are typically short-lived. Preoccupation with a stock's price sets up investors for increased trading costs as they frequently redeploy to try to take advantage of the trend du jour. Value investors look for new value propositions while resisting the noise of this or that supposed trend. By the time media identify a "trending stock," it may no longer constitute an attractive investment.
    Jun 18, 2015. 07:18 AM | Likes Like |Link to Comment
  • Statoil cautiously optimistic over Bay du Nord potential [View news story]
    As prices normalize, Statoil is setting itself up for exceptionally strong future supplies of oil. Long STO
    Jun 17, 2015. 03:11 PM | Likes Like |Link to Comment
  • Portfolio Report Card: A $1.23 Million Portfolio Built On The Wrong Foundation [View article]
    This posting that offers little substance seems to be intended to attract new clients. It starts with three banal and illogical sentences, "From an observer's viewpoint, the individual with a good sized investment portfolio (say above $1 million) doesn't have much to worry about. They've got lots of money and that's all that matters. Unfortunately, this misinformed view isn't just dead wrong, but it incorrectly presumes the person with a large portfolio has done everything right."

    It goes on to criticize the client's investment choices without offering and supporting what the author's recommendations would be and how and why they would be superior.
    Jun 17, 2015. 02:15 PM | 6 Likes Like |Link to Comment