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  • Best Mid-Cap Dividend Stocks According To A Winning Ranking System  [View article]
    Thank you for a very good and fair-minded article. While it would be great to be able to buy PKG for less, $66.20/share does not seem excessive for a good company whose ROE and ROA (as your illustration shows) more than double the industry's medians, and the Boise acquisition could substantially improve future prospects. F.A.S.T.graphs shows projected earnings growth for PKG at over 17%/year for the current and five following years and a 2019 price target of $168.22.
    Jan 23, 2014. 02:09 AM | Likes Like |Link to Comment
  • Apple Earnings Preview: China Is Critical  [View article]
    I appreciate the thoughtful, credible case you make for Apple while acknowledging varied points of view.
    Jan 23, 2014. 01:17 AM | 1 Like Like |Link to Comment
  • What To Take Away From IBM's Earnings  [View article]
    So Estimize and Wall Street analysts 1) underestimated IBM's profit; 2) overestimated IBM's revenues; and 3) if they had been right on revenues, they would have been much more incorrect about IBM profits. Not a great day for analysts!
    Jan 22, 2014. 10:02 AM | 3 Likes Like |Link to Comment
  • Double-dip: GE buys Cameron unit, Citi removes from Focus List  [View news story]
    It must have been a slow news day for Sterne Agee to produce such conceptual and linguistic drivel.
    Jan 21, 2014. 09:24 PM | 2 Likes Like |Link to Comment
  • Bull Of The Day: EPAM Systems  [View article]
    Brian --

    I think that with your vituperative response, Zacks has taken a huge drop in reputation and credibility. Probably many others feel the same, but did not bother dignifying your posting with a comment.
    Jan 20, 2014. 01:36 PM | Likes Like |Link to Comment
  • The Psoriatic Arthritis Race: Celgene Vs. Johnson & Johnson  [View article]
    Thanks for a timely, perceptive, and fair-minded article.
    Jan 20, 2014. 05:49 AM | Likes Like |Link to Comment
  • Five Of The Fastest Growing E&P Companies  [View article]
    Thanks for your article. Although the pronounced ups and downs in the oil market make me leery of investing much in exploration stocks, I am happy about my FANG holding and will look at Austek Oil on your recommendation. I appreciate the details on different shale plays.
    Jan 19, 2014. 02:03 AM | 1 Like Like |Link to Comment
  • Acorda Therapeutics Is Expanding Its Franchises To Drive Long-Term Growth  [View article]
    Thanks for the thoughtful, candid evaluation.
    Jan 18, 2014. 02:57 PM | 1 Like Like |Link to Comment
  • Gilead Is Not Done; There Is Potentially 50% More Upside This Year  [View article]
    Thank you for a good article about Gild that emphasizes that there's more to come. I'd add a few details that especially impress me:

    At Seeking Alpha, GILD shows an increase of 28M shares bought by institutions and 240,180 more shares bought than sold by insiders; revenue growth 14.7%, gross margin 77.6%, free cash flow 2,407M, ROE 27.8%, and ROA 13.5%.

    F.A.S.T.Graphs projects 5-year earnings growth of 25.5% and a 2019 price target of $238.56 (MSN Money estimates five-year earnings growth at 31.8% and rates Gild a strong buy (1.30) that has been getting stronger for the past three months).
    Jan 18, 2014. 01:30 AM | Likes Like |Link to Comment
  • Today's Market: What Transportation Stocks Say About The Market  [View article]
    An interesting and perceptive look. Your postings are consistently good.
    Jan 17, 2014. 12:21 PM | Likes Like |Link to Comment
  • Here's What You Need To Know About General Electric For Friday  [View article]
    This is an unusual and very interesting perspective. I was not familiar with Estimize and am happy to see that analysts get rated!
    Jan 17, 2014. 02:21 AM | 2 Likes Like |Link to Comment
  • Bank Of America - Still The Best Buy Of The Big Banks  [View article]
    We had accounts for many years at Bank of America and felt relief when we closed them after the Countrywide acquisition that took the Bank into what I believed was unethical and predatory territory. Perhaps BAC will continue its climb back into stability (and I hope that it does for the many kind, conscientious, and competent employees who work in its branches), but I'm not convinced that the corporate culture has changed. Beyond this concern, I would also not be a buyer of its stock for the following Seeking Alpha portfolio statistics for BAC:

    Dividend Yield - 0.2
    Return on Equity 4.0
    Return on Assets 0.4
    36m Beta 2.20
    Jan 16, 2014. 03:35 AM | 1 Like Like |Link to Comment
  • What's In Store For Apple's App Store?  [View article]
    Thank you for a very interesting and nicely detailed account of an increasingly substantial source of revenue for Apple. It was especially valuable to see your plausible assumptions about the costs of administering and monetizing the applications.
    Jan 16, 2014. 03:14 AM | 2 Likes Like |Link to Comment
  • The Short Story Of Intercept Pharmaceuticals (Part I): A Conference Call With Expert Physicians  [View article]
    As his title indicates, the writer is a Doctor of Pharmacy and, as such, a person ideally equipped to write about drug development and efficacy. We're very lucky to have him contributing!
    Jan 15, 2014. 01:51 AM | 3 Likes Like |Link to Comment
  • The Short Story Of Intercept Pharmaceuticals (Part I): A Conference Call With Expert Physicians  [View article]
    Because many are understandably eager to get in early on a future pharmaceutical powerhouse, and watching a drug stock's price climb reinforces the desire to avoid missing out on a great ride, we need the help that you and other knowledgeable commentators can offer to put drug development news and possibilities in a clear and un-hyped context. Thanks for the two good articles you have offered us that provide useful insights and caution.
    Jan 14, 2014. 01:10 PM | 4 Likes Like |Link to Comment