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  • When Patient Money Is Big Money [View article]
    I learned some interesting things from your posting and enjoyed following the way that you think about these prominent companies' recent investments. Nice article!
    Jan 14, 2014. 10:27 AM | 1 Like Like |Link to Comment
  • Our Dynamic Duo: Apple And Facebook [View article]
    Thanks for the interesting and, in my opinion, appropriately encouraging case for AAPL. While I am not a Facebook user or potential investor, it was interesting to see your assessment, as well, for FB.
    Jan 14, 2014. 10:00 AM | 2 Likes Like |Link to Comment
  • 3 Energy Stocks For Capital Gains And Impressive Dividends [View article]
    I enjoyed reading your assessment. Yesterday's overall market price drops offered good opportunities to double my holdings in RIG and SDRL.
    Jan 14, 2014. 02:47 AM | Likes Like |Link to Comment
  • Apple, Cirrus Logic rally after iPhone/iPad supplier reports strong sales [View news story]
    Given the substantial cost of the iPhone for customers in China, I'd be surprised if many people decided to order one without seeing and holding it and having its features demonstrated and explained. Who set the expectations that prompt Cleveland Research to call the pre-registrations disappointing? Let's wait and see how sales go before drawing conclusions.
    Jan 13, 2014. 02:18 PM | 11 Likes Like |Link to Comment
  • Rosetta Genomics rallies on deal with mystery major [View news story]
    Good for ROSG, its new collaborator, and its patient investors.
    Jan 13, 2014. 08:32 AM | Likes Like |Link to Comment
  • A Stock That Keeps On Truckin' [View article]
    I became a believer and shareholder in ODFL after a search through all the stocks on fin.viz for companies projected to grow over 10%/year for the next 6 years. It's interesting and helpful to learn about your insights and enthusiasm after tracking the stock. I think that the trucking industry is about to have a much better year than some people expect, and I thank you for posting the article.
    Jan 9, 2014. 01:13 AM | 1 Like Like |Link to Comment
  • GE - Next Bolt-On Acquisition, This Time In Healthcare [View article]
    Thanks for a good and appropriately encouraging article.
    Jan 7, 2014. 02:10 PM | 1 Like Like |Link to Comment
  • Apple: Panic Time Already? [View article]
    MIchael --

    You're reading into my comment something that I neither intended nor expressed. I think that worker exploitation is terrible and never condone it. Apple has several times expressed its concern about employee concerns at Foxconn and Tim Cook has visited the production line and told the management that Apple expects fair treatment (pay and working conditions). Apple could refuse to deal with Foxconn, but that would entail a considerable cost to Foxconn, its workers, and Apple and involve a potential breach of contract as well as an extended and disruptive period of switching production companies. The analyst and you, I suspect, do not know how much Apple has done to address the workers' concerns. If more could and should be done, I'm all for it.
    Jan 7, 2014. 12:09 PM | 3 Likes Like |Link to Comment
  • Enterprise Products to expand LPG export facility at Houston Ship Channel [View news story]
    Sounds like a good deal for both companies.
    Jan 7, 2014. 10:44 AM | 1 Like Like |Link to Comment
  • Apple: Panic Time Already? [View article]
    This is a good and sensible article, though I wish you'd chosen a less sensationalized title.

    For some analysts, down-grading AAPL seems to be a form of self-promotion, but in the Case of Wells Fargo, the downgrade seemed an attempt to get people focused on something other than wrongdoing at Wells Fargo Bank announced December 30, 2013: "Wells Fargo will pay a net $541 million to Fannie Mae to settle claims over defective home loans, completing the government-controlled mortgage company's efforts to have banks buy back troubled loans made before the financial crisis."

    Also, is Standpoint Research aware that it's Foxconn rather than Apple that's paying the low salaries?
    Jan 7, 2014. 10:22 AM | Likes Like |Link to Comment
  • Gilead VP of Commercial Operations to retire [View news story]
    "The timing of Young's departure could be a bit awkward, as Gilead recently received approval to launch Sovaldi, a potential blockbuster treatment for Hepatitis C." Non sequitur of the year?
    Jan 7, 2014. 10:02 AM | Likes Like |Link to Comment
  • The January Barometer? It works [View news story]
    And you left out the indicators of someone spotting a snake or hearing a squirrel cough ...
    Jan 6, 2014. 12:02 PM | 3 Likes Like |Link to Comment
  • After Nearly 50% Gains In 2013, An Aerospace & Defense Look At 2014 [View article]
    An interesting and nicely-written article. I am guilty as charged for selling my shares in GD, LMT, NOC, and RTN. Yet the political dysfunction was just as bad as expected!
    Jan 6, 2014. 10:33 AM | Likes Like |Link to Comment
  • The Gilead Rebuttal [View article]
    Thanks for a very detailed, clear, and informative article that I found extremely helpful.
    Jan 6, 2014. 10:19 AM | 1 Like Like |Link to Comment
  • Buffett Is Benefiting From U.S. Rails, You Should Too [View article]
    I think that you're right about the good prospects for railroads, but mistaken about thinking that trucking will not also thrive. With the U.S. economy strengthening and Industrials being singled out by Charles Schwab as one of the top sectors for 2014, this should be a great year for lots of transportation stocks.
    Jan 3, 2014. 02:45 PM | Likes Like |Link to Comment