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  • 3 Tech Companies With Durable Competitive Advantages That Pay A Dividend [View article]
    Thanks for setting out a clear, sensible assessment. I share your conclusions.
    Nov 6, 2013. 12:36 PM | 1 Like Like |Link to Comment
  • Invest In Gilead Sciences For Long-Term Hepatitis C Franchise [View article]
    Thanks for a detailed and fair-minded article which has helped me think through whether to invest in GILD.
    Nov 5, 2013. 09:10 AM | Likes Like |Link to Comment
  • Apple's Mobile LTE Hotspot Strategy [View article]
    Your articles are always interesting, well-written, worth-reading, and thought-provoking. Thanks.
    Nov 4, 2013. 10:48 AM | Likes Like |Link to Comment
  • 5 Biotechnology Bargains With Attractive Fundamentals [View article]
    A very impressive article! I like the detailed and even-handed way in which you set out some relevant details for each of the five. This kind of posting is generally helpful and especially so for those of us interested in medical/pharmacological stocks.
    Nov 1, 2013. 04:09 PM | 1 Like Like |Link to Comment
  • IBM Research and Institute of Bioengineering and Nanotechnology Discover Breakthrough for Breast Cancer Drug Delivery [View article]
    Congratulations to all who worked on this breakthrough!
    Nov 1, 2013. 01:56 PM | Likes Like |Link to Comment
  • Apple: Still No. 1 But Slipping Fast [View article]
    Your article presumes that Apple is focused on dominating in market share. If it wanted to do so, it could produce good, less expensive products and compete successfully across the cost spectrum, but it has different ambitions. For its intended customers it produces excellent devices for people willing to spend more for quality, service, style, applications, and interconnectedness. In that market, I believe that no major competitor exists. It is in no sense a weakness for Apple that various companies make good products -- the marketplace is wide enough for many to thrive.
    Nov 1, 2013. 11:51 AM | 13 Likes Like |Link to Comment
  • 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