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  • IBM Versus Oracle [View article]
    I wish you well, but I suspect that both decisions will disappoint.
    Oct 30, 2013. 11:26 AM | 7 Likes Like |Link to Comment
  • Apple Will Get Its Groove Back In FY2014 [View article]
    Your article is a triumph in careless understatement and overstatement, and this passage in your concluding remarks is in the running for expressing the haughtiest self-concern and shallowest thought of the year:

    "In conclusion, while we are never happy to see companies in our portfolio miss revenue estimates and to give downbeat forecasts, we believe that investors should not count Apple out. Apple's stakeholders are relieved that its nightmare FY 2013 fiscal year is over." There's a nightmare somewhere nearby, but it's not Apple's doing ...
    Oct 30, 2013. 11:17 AM | Likes Like |Link to Comment
  • Apple's Think Different Approach To Quarterly Math [View article]
    Thanks for another clear, helpful, and sensible look at Apple's likely performance-to-come. I expect great interest and sales in the holiday season and far into the future.
    Oct 29, 2013. 03:26 AM | 4 Likes Like |Link to Comment
  • GM Earnings Preview: What Impact Does Ford's Blowout Quarter Have On GM? [View article]
    I like the detailed, patient way that you move through the comparisons and the insights that you offer about value and prospects when GM's earnings are released. While I am long F and would not be a buyer currently for GM, I expect that both will do well in the long run.
    Oct 28, 2013. 12:43 AM | 1 Like Like |Link to Comment
  • Express Scripts: Tailwinds And Company Strengths At A Reasonable Price [View article]
    Christopher -- Thanks for a very patient, detailed, fair-minded, and helpful article. It helped me decide before I bought ESRX and has been useful to consult again as I look at CTRX.
    Oct 26, 2013. 03:10 AM | Likes Like |Link to Comment
  • For Maximum Total Return, Go For Growth [View article]
    While I am already an enthusiastic user of F.A.S.T. Graphs, you keep showing me with your excellent articles that the site has far more depth and potential in its resources to be drawn on. For some of the stocks that you highlight, how concerned are you that a company's strong growth forecast might be dependent on a particular product (especially for drug companies) that could lose its patent protection or popularity?
    Oct 26, 2013. 02:03 AM | Likes Like |Link to Comment
  • My Take On Ford's Results And Mr. Mulally's Future [View article]
    Fire First -- It's only down 16 cents.
    Oct 25, 2013. 02:29 PM | 2 Likes Like |Link to Comment
  • My Take On Ford's Results And Mr. Mulally's Future [View article]
    Nice article. I especially appreciate your candid but respectful handling of the Mulally tenure issue. I hope that Mulally will remain at Ford, but feel confident that the company can carry on its progress even if he should leave at the end of 2014.
    Oct 25, 2013. 11:48 AM | 2 Likes Like |Link to Comment
  • IBM Is The Only Value Left On The Dow [View article]
    Slam -- F.A.S.T. Graphs has a price target of $405.71 for IBM in 2018. I think that your purchase price will work out fine.
    Oct 25, 2013. 10:41 AM | 1 Like Like |Link to Comment
  • IBM Is The Only Value Left On The Dow [View article]
    While I believe that there are still lots of values in DOW stocks, I strongly agree that IBM is misunderstood and undervalued. Watson shows promise of becoming the standard technology in medical diagnostics -- a moat if there's ever been one! Thanks for speaking out for IBM.
    Oct 25, 2013. 09:33 AM | 3 Likes Like |Link to Comment
  • 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