rcpatrick5443

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  • Golar LNG: Cheap Price With Unique Operational Advantages  [View article]
    L

    The GLNG story is mixed, and the data you offer are significant, but I think the poster's offering his "take" is reasonable -- any of us can check out the fuller situation. GLNG's dividend yield is 5.1% over an 18% payout, its EPS is 11.98, and its ROE and ROA are 54.8% and 42% respectively.
    Jan 31, 2014. 11:54 AM | Likes Like |Link to Comment
  • Golar LNG: Cheap Price With Unique Operational Advantages  [View article]
    Thanks for a good article. The overall prospects are excellent and the investment in the floating storage and regasification unit seems smart and timely.
    Jan 31, 2014. 10:26 AM | 2 Likes Like |Link to Comment
  • Goodyear: Low Expectations, Low Valuation - The Perfect Cocktail For A Continued Rerating  [View article]
    skwestorange and AltonRa Partners

    I agree that the 2018 price target seems far too large to be true, but I've gone back to check and seen that FASTgraphs cites the current and next five years' rates of GT earnings growth at 4.4% and 41% respectively. Analysts at MSN Money estimate GT's current earnings at 17% and project the next five years at 41.1%.

    FASTgraphs lists the following annual price targets for 2014 - 1028:

    2014 $106.40
    2015 $150.06
    2016 $211.64
    2017 $298.49
    2018 $420.97
    Jan 30, 2014. 03:22 AM | Likes Like |Link to Comment
  • Goodyear: Low Expectations, Low Valuation - The Perfect Cocktail For A Continued Rerating  [View article]
    I am excited about GT and was amazed by the 5-year (2018) target price displayed on FASTgraphs screen: $420.97.
    Jan 29, 2014. 10:52 AM | Likes Like |Link to Comment
  • Moore's Law, Not Apple, Is Driving The Mobile Market  [View article]
    I agree with your perspective that Apple could price its 5C lower to compete more successfully. There seems no chance, however, for Apple to do anything that all will cheer for and support. Millions of people "second guess" Apple no matter what it develops and how much money it earns, so for Tim Cook to appear to change policy to accommodate the views of some consumers might open the floodgates for new dimensions of backseat driving.

    While this is not my favorite of your articles, you have set the bar high for commentary and I look forward to reading anything you post. Incidentally, the word that I think that you intend in your opening passage is tenets.
    Jan 29, 2014. 06:56 AM | 2 Likes Like |Link to Comment
  • Apple: China Plus Icahn Equals No Brainer Valuation  [View article]
    Stone Fox --

    I suppose that it could be no more than a couple dozen large shareholders to bail out on shares and skew the market. If you know something specific, I'd like to hear it.
    Jan 27, 2014. 02:07 PM | Likes Like |Link to Comment
  • Apple's Disruptive Mobile Payments Could Threaten Google  [View article]
    A perceptive outlook that your analysis captures exceptionally well in citing Apple's finding weaknesses in relatively new industries, reengineering concepts in novel ways, and revolutionizing them to become market leaders.
    Jan 27, 2014. 07:46 AM | 6 Likes Like |Link to Comment
  • GM CEO Barra focuses on Opel  [View news story]
    I have been impressed with what I have read about Mary Barra and the strong endorsement she received from her predecessor. Good things ahead for GM.
    Jan 27, 2014. 07:40 AM | 2 Likes Like |Link to Comment
  • I Hit Apple's Last Two Quarters EPS Results: Here Are My December Quarter Projections  [View article]
    Congratulations on your previous predictions and I hope that you're right this time, too.
    Jan 27, 2014. 07:37 AM | 2 Likes Like |Link to Comment
  • Apple: China Plus Icahn Equals No Brainer Valuation  [View article]
    A pretty good article with one bizarre sentence, "Most investors fear that Apple is now facing an issue of being so large that it can no longer grow." How can you presume to speak for "most" investors?
    Jan 27, 2014. 07:26 AM | 2 Likes Like |Link to Comment
  • Notable earnings after Monday‚Äôs close  [View news story]
    Which Monday? Are you clairvoyant?
    Jan 26, 2014. 12:24 PM | Likes Like |Link to Comment
  • Apple: Too Many Upside Catalysts For The Stock To Go Down  [View article]
    nostatic1

    While I do not share Michael Blair's views, I think that he is a very smart and articulate person. He may view AAPL in a way that you find negative, but his opinions are not biased -- they just reflect the way he thinks.
    Jan 26, 2014. 12:21 PM | Likes Like |Link to Comment
  • Apple: Too Many Upside Catalysts For The Stock To Go Down  [View article]
    A very good article with interesting biographical sketches that stimulate the imagination about what Apple may be working on and lend credibility that Apple has the creative staff and commitment to achieve it. Thank you.
    Jan 25, 2014. 06:48 AM | 14 Likes Like |Link to Comment
  • Sigma Labs: Seizing Alpha In 3-D Printing  [View article]
    Thanks for a very good and interesting article. The qualities of precision and cost-effectiveness of the Sigma Labs Inc. process and the growing collaboration with and production for GE, Honeywell, and Boeing make SGLB a fascinating growth story that will be exciting to watch unfold. Long SGLB
    Jan 24, 2014. 03:58 PM | 4 Likes Like |Link to Comment
  • Apple Earnings Preview: 15% Forward EPS/Revenue Growth Probably As Good As It Gets  [View article]
    It's extraordinary that you can identify Apple's top future growth rate. I wish that I had your advice for all of my purchases.
    Jan 24, 2014. 12:02 PM | 8 Likes Like |Link to Comment
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