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  • IBM Accelerates High Value Cloud Adoption with Enterprise Clients in China [View article]
    Sounds like a great niche is opening for IBM with Chinese businesses.
    Dec 18, 2013. 02:32 PM | Likes Like |Link to Comment
  • Manufacturing Growth And Capital Are Moving From China To Mexico [View article]
    I appreciate the interesting article and some colorful responses, and prefer that we stay focused on ideas and supporting information to preserve the quality of the discussion.
    Dec 17, 2013. 09:29 AM | 1 Like Like |Link to Comment
  • Why I Continue To Invest In Apple [View article]
    Thanks for another very interesting, well-written, and uniquely helpful article that offers a sensible, actionable foundation for investing. While I find the concept of shorting stocks distasteful, your analysis helps me understand shorting as a response to a corporation's business structure that has become close to dysfunctional.
    Dec 13, 2013. 03:55 AM | 1 Like Like |Link to Comment
  • Is IBM The Apple Of Enterprise Computing? [View article]

    While I'm sure that your son and other high scorers on the SAT are very capable, the SAT was developed to identify readiness to succeed in university education. In several respects, it does not do an exceptional job of achieving what it was designed to do. The high school record of success in demanding courses provides a better indicator of potential college success. Neither grades nor standardized tests can assess and capture a student's level of engagement -- which college faculty encounter infrequently, but prize above high test scores and grades. Bright, highly engaged, and imaginative students can be found in virtually all four-year and two-year institutions. The most selective colleges and universities have many such students, but many others go to institutions just as good as or better than the most selective ones. Recruiters with the confidence of their convictions who want to recruit the top talent consider prospects from a wide range of institutions -- as well as people like Steve Jobs who never finished his degree at Reed College.
    Dec 12, 2013. 10:55 AM | 1 Like Like |Link to Comment
  • Apple iBeacons Poised To Legitimize Hardware-Based Indoor Location [View article]
    Thanks, StepUp, for the link to a great article. Is there a web site that will track these enterprises as they become available for public trading?
    Dec 11, 2013. 01:32 PM | Likes Like |Link to Comment
  • Berkshire Hathaway Is Undervalued By 15% [View article]
    Thank you for a clear, detailed, and, in my opinion, appropriately upbeat assessment
    Dec 10, 2013. 11:33 AM | 3 Likes Like |Link to Comment
  • Apple Vs. Samsung: A Free Cash Flow Clash Of The Titans [View article]
    Mycroft -- Thanks, again, for the fascinating article and the link that I look forward to checking.
    Dec 10, 2013. 10:41 AM | Likes Like |Link to Comment
  • Apple Vs. Samsung: A Free Cash Flow Clash Of The Titans [View article]
    It was very interesting and helpful to be walked through your assessment system and to see the way that you identify buy, hold, sell, and short designations. Is there a way to access your list of companies at 7.5 and below? Thanks.
    Dec 10, 2013. 01:52 AM | Likes Like |Link to Comment
  • Gilead Sciences: A Unique Stallion [View article]
    Thanks for the background information. I'm happily long GILD, but even more appreciative of the company after reading your good article.
    Dec 9, 2013. 12:13 PM | Likes Like |Link to Comment
  • Is IBM The Apple Of Enterprise Computing? [View article]
    You set out nicely the IBM prospects that appear to exceed many investors' expectations. Another important aspect of John Kelly's presentation is IBM's clients being able to draw increasingly on Watson and Big Data analytic powers in conjunction with whatever IBM mainframe or cloud solutions they buy.
    Dec 6, 2013. 09:43 AM | 1 Like Like |Link to Comment
  • China Mobile's Safe Dividend For Tapering Times [View article]
    Thanks for the interesting, helpful, and even-handed look at the three companies' growth patterns, dividends, and prospects.
    Dec 3, 2013. 09:20 AM | 1 Like Like |Link to Comment
  • Warren Buffett's (Hypothetical) Answer To Arne Alsin's Letter On IBM [View article]
    Very nicely and stylishly done, as well as kind. Alsin doesn't seem to "get" IBM and the ways in which it substantially differs from and may have better long-term prospects than its direct (Accenture/HP) and semi-direct (Amazon) competitors. Lecturing Warren Buffet with a "six-page" letter is Alsin's prerogative, yet it seems a bit odd and immodest to report having done so online
    Dec 2, 2013. 11:19 AM | 1 Like Like |Link to Comment
  • IBM Reports Record Online Shopping for Thanksgiving and Black Friday [View article]
    Impressive breadth and depth of IBM's analytical and reporting resources that any of its current and future clients could profitably exploit.
    Nov 30, 2013. 12:44 PM | Likes Like |Link to Comment
  • Union Pacific: Exploring Innovative Ways To Create Shareholder Value [View article]
    Thanks for a very well organized, detailed, and persuasive article.
    Nov 27, 2013. 11:20 AM | 1 Like Like |Link to Comment
  • Today's Market: These Stocks Will Push Nasdaq To All-Time Highs [View article]
    I enjoy your postings for their clear and specific style in setting out a sensible and balanced outlook. Thanks for the information and discussion of where the market and economic indicators are now and may be headed.
    Nov 26, 2013. 11:15 AM | Likes Like |Link to Comment