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  • Retail Stock Investors: We Won't Get Fooled Again [View article]
    While I agree that the Federal Reserve quantitative easing infusions are currently a dynamic force in the stock market, I suspect that many of us are investing because the stocks of many excellent corporations are priced below their earnings-justified levels.
    May 25 09:32 AM | 2 Likes Like |Link to Comment
  • Apple Getting Crushed In Most Important Battle [View article]
    Hyperbolic rant noted ...
    May 25 09:18 AM | 1 Like Like |Link to Comment
  • Canadian Bank Analysis: Royal Bank of Canada [View article]
    Thanks for that overview. You make an important point about Canadians' focus on equity that helps shield the nation from a real estate collapse like the one we have moved through.
    May 23 06:05 PM | Likes Like |Link to Comment
  • Continental Resources: High Growth Rate Not Necessarily The Best Long-Term Strategy [View article]
    I enjoyed and learned from this good article and came away with a better sense of appropriate pacing in the anticipation (ala STO) that technology and recovery rates improve over time. Thanks --
    May 23 01:23 PM | 1 Like Like |Link to Comment
  • Mexico Giving Ground After 42% Move From The Lows In June 2012 [View article]
    This is the second, recent, brief SA posting on Mexico, and I hope that someone with wide knowledge will contribute an article that looks in depth at political and economic issues that are influencing what I suspect is just a temporary drop. The long-term prospects for Mexico's economy still seem very good.
    May 22 06:17 PM | 6 Likes Like |Link to Comment
  • North Dakota Oil Production Growth Is Slowing - Is This Temporary Or Will It Continue? [View article]
    I really appreciate your pursuing and reporting to the SA community about this issue, and you have presented what I think are relevant and appropriate conclusions in a clear and enjoyable manner. I enjoyed your early sentence that captures what all of us aspire to do in researching stocks, "That production growth is in the rear-view mirror. I want to see what is coming at me through my windshield." Thanks.
    May 22 06:04 PM | Likes Like |Link to Comment
  • The China Syndrome [View article]
    Thanks for a broad and perceptive view. I often see in SA postings gloom about China's economy close to the time that an upturn arrives, and rising market expectations and confidence in China just as things turn temporarily south. Taking a long view and not getting too confident or worried seems appropriate.
    May 22 05:57 PM | 2 Likes Like |Link to Comment
  • Mexican Stock Market Struggles [View article]
    That's your whole article?
    May 21 09:35 PM | Likes Like |Link to Comment
  • Apple (AAPL +1.9%) roundup: 1) Brian White cites Chinese 3G growth as a reason for his $888 PT: he points out China's 3G sub base rose 83% Y/Y in April to 293.1M, and is expected to hit 375M-400M by year's end. China Mobile (CHL - previous) had 120M 3G subs; China Unicom (CHU) had 92M, and China Telecom (CHA) 81M. 2) Taiwan's Economic Times reports Apple is testing 1.5" OLED displays for an iWatch, and that "market rumors" indicate Foxconn has received iWatch trial production orders. 3) Digitimes reports MacBook orders are expected to grow 20% Q/Q in Q2, as Apple launches new systems sporting Intel Haswell CPUs at June's WWDC conference. [View news story]

    Your disagreeing with Brian White on AAPL's price target does not make him a buffoon. It's fine, though, to post your disagreement. His projection is linked to his take on AAPL's current and projected numbers, and right now, there are lots of frustrated share holders who seem to doubt that AAPL is headed back up (in uneven stages) to its previous high or above. Brian White's optimism is more plausible than the gloom squad's pessimism, and who knows?
    May 20 06:27 PM | Likes Like |Link to Comment
  • My Top 10 Fairly Valued Fast-Growing Stocks [View article]

    You offer no facts to support what I, as a very satisfied user of F.A.S.T Graphs, have found to be a great and reliable resource. If you do have substantiation, please provide it when you question an organization.
    May 16 05:41 PM | Likes Like |Link to Comment
  • My Top 10 Fairly Valued Fast-Growing Stocks [View article]
    Another excellent assessment, Chuck. Thanks for introducing us to several companies that I am happy to learn about as well as a different lens through which to assess companies' stock prospects in the future.
    May 15 09:56 AM | 1 Like Like |Link to Comment
  • 50-50 partners ExxonMobil (XOM) and Statoil (STO) agree to begin development of the Julia oilfield in the Gulf of Mexico, estimated to hold nearly 6B barrels of resources. The field is expected to initially produce 34K bbl/day. Capital cost for the project, expected to begin oil production in 2016, is estimated at more than $4B. [View news story]
    Sounds encouraging for Statoil and the Mexican economy!
    May 7 07:47 PM | 1 Like Like |Link to Comment
  • Apple's (AAPL) stringent policies with telecom carriers - including minimum sales requirements - and the iPhone's high price and its technical needs, are preventing the company from addressing a market of 2.8B customers, research firm estimates. Tellingly, Apple has signed fewer than a dozen new carriers since September 2011, helping to explain the device's slowing growth and Samsung's (SSNLF.PK) increasing dominance. [View news story]
    I think that you may be conflating prevalence and dominance. Apple is not aiming at dominating its markets. It focuses on excellent devices that people love to own and to use, and by any measure, it is excelling on both counts. The Smartphone market is huge and growing, and there's lots of room for many companies to do well. This bean counting about which company is leading in market share is a big deal mostly for companies that lack a loyal following.
    May 6 08:10 AM | 3 Likes Like |Link to Comment
  • Apple: There And Back Again [View article]
    Thanks for providing a great service to all AAPL investors with your calm, thoughtful, fact-based, and insightful postings. We value your voice of reason that counterbalances a lot of less-informed, emotional, and self-interested calls to cease believing in an outstanding company that has many fine years ahead.
    Apr 29 07:18 AM | 6 Likes Like |Link to Comment
  • Apple's Shareholder Program: The Day The Music Died [View article]
    I will file this under "Unsought Opinions."
    Apr 28 03:13 AM | 14 Likes Like |Link to Comment