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rcpatrick5443

rcpatrick5443
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  • Apple Should Send Delusional Carl Icahn Packing [View article]
    I hope that Apple leadership will simply go on executing its plan. There's no need to say anything to Icahn or to any other investor who calls for special action. As the great country songs goes, "Sometimes silence says it all."
    Oct 24, 2013. 11:45 AM | 6 Likes Like |Link to Comment
  • Ford's earnings call: Profits everywhere, the 'gap' is gone [View news story]
    ranchdog -- I see it differently. Mulally did not seek the Microsoft position and has been put in an awkward position with his company and the public as the press and pundits have circulated rumors as though they had substantiation in an effort to get him to declare whether he'll stay or go. He's entitled to maintain his privacy as best he can, to hold his Ford position, and to go after any other job if he wishes, but I think he's properly trying to downplay speculation. I hope that he stays put.
    Oct 24, 2013. 11:09 AM | 1 Like Like |Link to Comment
  • Center Bancorp beats by $0.03 [View news story]
    Go CNBC -- one of a group of regional banks in which I've been investing. As America recovers, these institutions should thrive.
    Oct 24, 2013. 11:01 AM | Likes Like |Link to Comment
  • Apple Opens Up A Price War Between Microsoft And Intel [View article]
    I am intrigued by the way that you focus on details in imagining where technology will be years from now and how those changes will affect corporate competition. We would do well to apply such thinking to lots of other companies, technologies, and stocks, as well.
    Oct 23, 2013. 03:31 PM | 10 Likes Like |Link to Comment
  • The Outlook For Equities After The September Jobs Report [View article]
    What pressure is Apple feeling from Icahn? Are they losing sleep? Are you kidding!?
    Oct 23, 2013. 02:56 PM | Likes Like |Link to Comment
  • Apple outperforms as sell-side gives thumbs-up to new iPads [View news story]
    Things may seem "out of whack" to Troy Wolverton, but Apple's making heaps of money with the prices that critics deride ...
    Oct 23, 2013. 01:50 PM | 3 Likes Like |Link to Comment
  • Ford - Strong Potential For Global Growth [View article]
    Thanks for the encouraging update. I think that things look very good for Ford.
    Oct 23, 2013. 05:06 AM | 4 Likes Like |Link to Comment
  • Could IBM Be Fairly Valued? [View article]
    Thanks for your posting. I strongly agree that IBM is undervalued, and have a much higher expectation than most SA commenters for its strength and prospects.
    Oct 21, 2013. 01:59 PM | 2 Likes Like |Link to Comment
  • Google Is Held To A Different Standard Than Apple And Others [View article]
    This was an interesting and helpful article that seemed fair to Google in that you did not disparage it, but reasonably asked that it be measured by the same standards applied to other prominent tech companies. Why it is not is a mystery worth solving.
    Oct 21, 2013. 01:18 PM | Likes Like |Link to Comment
  • General Electric And The Internet Of Things [View article]
    Thanks for the account of interesting developments at GE for its developments in integrating networked sensors into the industrial technology it designs and builds.
    Oct 21, 2013. 01:07 PM | 1 Like Like |Link to Comment
  • International Business Machines Corp. Dividend Stock Analysis [View article]
    It has been interesting to read some of your articles and to consider your methodology to assess key elements and decide on the appeal of particular stocks. I think that that we make our judgments in different ways. The keys for me in holding and acquiring additional shares of IBM at what I believe is an advantageous price lie in a number of statistics that do not appear in your calculations:
    Free Cash Flow of $8,643M, Earnings per Share of $14.39, ROE of 81.2%, ROA of 13.8%, R v I of 262.8%, a current Earnings Growth Rate of 11.3%, an expected Earnings Growth Rate (next 5 years) of 10.2%, and a Target Price in 2018 of $405.71. (Statistics from F.A.S.T.Graphs)
    Oct 21, 2013. 10:57 AM | 3 Likes Like |Link to Comment
  • General Electric Proves Bears Wrong Again [View article]
    Thanks for a detailed and appropriately upbeat assessment. GE continues to change and adapt in impressive ways.
    Oct 21, 2013. 10:34 AM | 3 Likes Like |Link to Comment
  • US Ecology, Inc. - Value In Waste [View article]
    Thanks for a nicely balanced and informative article. There's certainly enough waste generated these days to keep multiple companies busy and profitable!
    Oct 21, 2013. 12:45 AM | Likes Like |Link to Comment
  • Oiltanking Partners Is Offering Decent Upside With Limited Downside [View article]
    This was very open-minded and helpful. Thanks for putting out this information to help investors look at diverse factors.
    Oct 20, 2013. 02:38 PM | Likes Like |Link to Comment
  • The Irony Of IBM's Buyback Program After The Revenue Miss [View article]
    I appreciate your making these points and add that it seems too much is being made of the "disappointing" last two earnings reports when IBM actually improved its profits in each case though revenues were below expectations. There's no getting around IBM's disappointing drop in stock price and that fact that it carries substantial debt, but some negative comments may be misleading people into thinking that IBM is weakened. As these statistics suggest, there are lots of reasons to continue acquiring and IBM stock:

    F.A.S.T. Graphs

    IBM Accenture Oracle

    Growth Rate 11.3% 2.1% 18.4%

    Expected Earn. Rate 10.2% 12% 10%

    2018 Price Targets $405.71 $115.42 $63.29


    MSN MONEY Expected Earnings Rates

    IBM Accenture Oracle

    2014 7.2% 9.4% 8.3%

    5-Year 8.7% 9.4% 12.1


    SEEKING ALPHA:

    IBM Accenture Oracle

    Rev. Growth -4.2% 2.1% 2.3%

    Gross Margin 53.1% 29.3% 82.9%

    Cash Flow 50,550M 4,081M 13,991M

    Free Cash Flow 8,643M 1,858M 8,203M

    EPS $14.39 $4.99 $2.31

    Cash/Share $8.73 $8.79 $4.31

    Dividend Yield/Payout 2.2%/25% 2.6%/32% 1.5%/16%

    ROE 81.2% 71.7% 25.5%

    R v Industry 262.8% 165.2% 134.6%

    ROA 13.8% 21% 12.8%
    Oct 20, 2013. 09:14 AM | 3 Likes Like |Link to Comment
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