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  • Single Country ETFs: Large Vs. Small Caps  [View article]
    This is interesting and helpful information. Thanks for the posting.
    Oct 3, 2014. 11:59 AM | Likes Like |Link to Comment
  • Should You Consider Adding To An Already Oversize Position In Berkshire?  [View article]
    harv3 --

    As of July of 2013, Berkshire Hathaway held 15.6 million shares of DaVita Healthcare (DVA).
    Oct 2, 2014. 11:43 PM | Likes Like |Link to Comment
  • Invest In Unity, Not Division  [View article]
    Interesting overview -- Thanks.
    Oct 2, 2014. 06:48 AM | Likes Like |Link to Comment
  • Should You Consider Adding To An Already Oversize Position In Berkshire?  [View article]
    I appreciate your good article and its implications beyond whether to invest more in Berkshire Hathaway that challenge us to become more aware of the information, insights, suppositions, and personal fallibilities that impact our investing. Focusing on long-term increases in book value has lots of appeal in a market swayed by fear, short-term price swings, and impulsive trading.
    Oct 2, 2014. 01:19 AM | 1 Like Like |Link to Comment
  • A Dividend-Paying ETF In A Consolidating Industry  [View article]
    walterbyrd --

    What is the usefulness of comparing an S&P 500 etf with one covering telecommunications?
    Oct 1, 2014. 08:02 AM | Likes Like |Link to Comment
  • Today's Market: Spin-Offs And Special Situations Driving These Stocks Higher  [View article]
    Thanks for a thoughtful and perceptive report.
    Sep 30, 2014. 09:57 AM | Likes Like |Link to Comment
  • European Commission to accuse Apple over illegal Irish tax deals  [View news story]
    Tumbleweed666 --

    Thanks for the link to the Forbes article that was, unlike SA News Editor Yoel Minkoff's assertions, actually based on research and facts. The New York Times also ran an inept article yesterday claiming that Apple's new smartphones weren't selling in China that was based on the claims of one unidentified criminal who was having trouble selling the phones that he had illegally imported. The rush to pass on a juicy rumor appears to be supplanting journalistic principles in "news" organizations.
    Sep 29, 2014. 06:16 AM | 2 Likes Like |Link to Comment
  • Weighing The Week Ahead: Should Stock Investors Fear Current 'Divergences'?  [View article]
    Jeff -- Your articles are always impressively clear, detailed, articulate, refreshingly candid, apolitical, and based on a wide range of data. Thanks very much for this great service to the Seeking Alpha community. I especially appreciate today's link to the timely remarks by John Kim.
    Sep 21, 2014. 01:06 PM | 4 Likes Like |Link to Comment
  • China Is Still Reforming  [View article]
    Thanks for posting this interesting analysis. China seems irrevocably changed in many ways and too much of the commentary I see tends to overstate its problems and underestimate its ability to evolve.
    Sep 20, 2014. 12:38 PM | 4 Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Copa  [View article]
    It seems logical to read this account as further reason to invest in CPA. Essentially, this efficient and well-managed airline in a region with a rapidly-growing population is coping well in spite of a difficult situation in Venezuela. I suspect that most people who have been selling their CPA shares are doing so largely out of fear rather than careful assessment.
    Sep 20, 2014. 03:05 AM | 1 Like Like |Link to Comment
  • South Korean Government Moves To Boost Economy - And Stock Market  [View article]
    Thanks for a helpful look at the dynamics of the South Korean economy and the prospects of EWY.
    Sep 15, 2014. 06:13 AM | Likes Like |Link to Comment
  • The Eurozone Economy Will Improve Strongly In The Next 9 Months, As Our Leading Indicator Projects  [View article]
    "The Invest Up Leading Indicator for Eurozone" ... "is developed with statistical models based on artificial intelligence algorithms studying over three hundred economic, demographic, political, financial, and digital transaction variables."

    This is the second recent posting on Seeking Alpha that touts predictions based on "algorithms." The author's use of the passive voice ("is developed") leaves us not knowing who developed the models, created the algorithms, chose the variables, and tested the system to establish that it reliably measures its intended
    factors and relationships. We are left with no way to consider the wisdom and efficacy of the system and should place no confidence in it. I hope that the Euro Zone Economy prediction is correct , but readers deserve more substantiation in Seeking Alpha articles.
    Sep 14, 2014. 09:31 AM | 1 Like Like |Link to Comment
  • Risk of FOMC hawkishness not priced in says Citi  [View news story]
    I think that it is amusing that people feel encouraged to say what is "priced in" and what is not. Happy guessing, guys.
    Sep 13, 2014. 12:26 PM | 1 Like Like |Link to Comment
  • How Is Your Regulated Electric Utility Handling Distributed Generation?  [View article]
    I enjoyed and learned a lot from your good article from its balanced look at ways that increasing and more technically-advanced solar panel usage could complement rather than undercut traditional electricity generation and distribution.
    Sep 13, 2014. 01:03 AM | 1 Like Like |Link to Comment
  • Copa Holdings Seeing Turbulence, But Still A Top-Notch Airline  [View article]
    Good candid, specific, and fair-minded article. COPA will be back to $160.
    Sep 9, 2014. 02:14 PM | 1 Like Like |Link to Comment