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  • 11 Attractive Canadian Dividend Growth Stocks To Buy Now [View article]
    Thanks for another nicely presented and very useful posting. FINGF will fit very well into a group of holdings for infrastructure. Your articles are always interesting and worth reading.
    May 22, 2014. 02:27 PM | Likes Like |Link to Comment
  • Small caps resume slide [View news story]
    Dick's Sporting Goods may have mostly itself (rather than U.S. economics and weather) to blame for disappointing quarterly results. In my visits last summer in suburban Boston, three stores were understaffed and dysfunctional. You would think that in the ultra-competitive athletic equipment business, ensuring that customers enjoyed an effective and cordial shopping experience would be crucial. I watched potential customers wait 40 minutes for someone to wait on them in one store -- where there were no clerks in sight -- before giving up in disgust. The store manager, handling the only cashier's lane, resented my comment that the store seemed to be turning people away in moods that made it unlikely that they would shop there again.
    May 20, 2014. 10:25 AM | 1 Like Like |Link to Comment
  • Abenomics Revisited: Finding Value In Japan [View article]
    I appreciate this specific, fair-minded article. Very helpful!
    May 15, 2014. 05:26 AM | Likes Like |Link to Comment
  • Why Buying Beats Audio Is A Good Deal For Apple [View article]
    I think that the article's analysis is perceptive. Even though Apple could acquire a maker of better headphones, it can also use its supplier chain to make its acquired headphones cheaper to manufacture while using its technical expertise to make the headphones much better and completely in sync with Apple products. While it seems that Apple could have bought a suitable company for less, I'm convinced that Apple looks carefully at its acquisitions and probably has sound reasons for the purchase.
    May 12, 2014. 12:01 PM | 8 Likes Like |Link to Comment
  • Small caps paint scary technical picture [View news story]
    "technical ideas, noting Tuesdays this year have typically been positive, but not this week"

    You consider the coincidence that the market is sometimes up on Tuesdays a "technical idea"?
    May 9, 2014. 12:34 AM | Likes Like |Link to Comment
  • Terex Needs A Jolt Of Growth To Head Higher [View article]
    You seem preoccupied with Terex's stalled growth and appear to attribute it to the company's failings rather than on a mix of a stalled economy, delayed or scrapped corporate and governmental infrastructure spending, severe winter, and an American society looking at huge unemployment and under-employment. TEX will do fine as the economy gains steam.
    May 2, 2014. 12:21 PM | Likes Like |Link to Comment
  • 11 Infrastructure Stocks To Watch [View article]
    Alex Gray -- I assembled an rtf-like mix of stocks to capture some of the transportation market and have just read, enjoyed, and appreciated your posting as I begin to do the same thing for infrastructure and construction. While CBI has been a favorite holding for a couple of years, many of the stocks you cite are not familiar to me. Thanks for a good article.
    Apr 30, 2014. 06:26 AM | Likes Like |Link to Comment
  • Polaris Is A Great Dividend Stock That Knocked Earnings Out Of The Park [View article]
    Good, well-supported article and an impressive quarterly performance for Polaris.
    Apr 24, 2014. 05:52 AM | Likes Like |Link to Comment
  • Old Economy Strikes Again: Why Investors Need To Keep A Close Eye On This Rail Stock [View article]
    "If Union Pacific was [were] to miss consensus substantially and surprise with a softening in its freight business, then that's a big signal that economic conditions are in trouble."

    I think that your language is a little too strong. While Union Pacific is one of many corporations whose growth, earnings, and overall success are seen as indicators of the health of the U.S. economy, there are reasons why UNP could report revenue below estimates without leading to the conclusion that the economy is in trouble.
    Apr 2, 2014. 10:25 AM | Likes Like |Link to Comment
  • It's academic: Consumers don't need dealerships [View news story]
    I think that Girotra makes some good points that perhaps could justify at least the consumer's option to buy directly from the manufacturer while allowing dealerships to continue to offer their traditional service and sales. This article comes at an intriguing time as Tesla is being blocked in at least one state from selling its cars without their going through a dealership.
    Mar 26, 2014. 11:30 AM | Likes Like |Link to Comment
  • Biotech Sell-Off Brings Value To U.S. Healthcare Stocks [View article]
    In many cases, the stock market overcorrects and then swings back almost as strongly before prices finally end up in reasonable places. The world population is growing and aging, catastrophic weather events are increasingly frequent and devastating, environmental quality is degrading, and healthcare centers are often overwhelmed by demands. A few days of price drops for XBI and XPH do not worry me because of the amazing, long-term prospects for investment in the biotech and pharmaceutical industries.
    Mar 25, 2014. 10:47 AM | 2 Likes Like |Link to Comment
  • The Buyback Fund [View article]
    Thanks for a perceptive, well-written, no-nonsense, and helpful look at index funds.
    Mar 25, 2014. 08:11 AM | 1 Like Like |Link to Comment
  • Janet Yellen Didn't Gaffe [View article]
    I wish that along with criticism and sniping that critics of Yellen and the Fed would offer some better ideas. What should she be saying? How would you in her place offer better projections and explanations?
    Mar 23, 2014. 03:24 PM | Likes Like |Link to Comment
  • The Buyback Bonanza Boost [View article]
    Thanks for a very interesting article. I share your sense of the importance of free cash flow, and think it is especially helpful in assessing Apple.
    Mar 23, 2014. 11:48 AM | Likes Like |Link to Comment
  • Janet Yellen Didn't Gaffe [View article]
    I appreciate the perspective and the good article.
    Mar 23, 2014. 09:08 AM | Likes Like |Link to Comment