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rcpatrick5443

rcpatrick5443
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  • Ford's Next Fusion Might Take The Crown From Toyota's Camry [View article]
    Good article. I think it's fair to Toyota and sensibly upbeat on Ford. Thanks --
    Oct 8 10:41 AM | Likes Like |Link to Comment
  • Leading Croatian IT Solutions Provider Avalon Selects IBM System x for Cloud Services [View article]
    It's great to see this and many other international relationships and collaborations that IBM is developing.
    Oct 3 10:28 AM | Likes Like |Link to Comment
  • Happy 112th Birthday, Mr. Buffett [View article]
    According to F.A.S.T.Graphs, $10,000 invested in BRK.A in 1998 would now be worth $36,517,158.90. Buffet is a wonderful and fascinating man with loads of talent, yet I think that he has plenty of very capable people ready to carry Berkshire Hathaway after he and Charlie Munger cease to be involved in running the operation. "Investment grade" for Berkshire Hathaway bonds would be an understatement!
    Oct 1 02:20 PM | Likes Like |Link to Comment
  • Today's Market: Tech And Retail In Focus [View article]
    5119andygsh and bob_va

    I agree that it is better for the email exchange to keep partisan politics out of the commentary. In the case of Matthew Smith's article, though, the subject is political, and Smith has shown no bias -- only his opinion.
    Oct 1 03:32 AM | Likes Like |Link to Comment
  • Today's Market: Tech And Retail In Focus [View article]
    Thanks for the posting. I enjoy reading your thoughts and observations.
    Sep 30 12:35 PM | Likes Like |Link to Comment
  • Apple's iPhone Paradox [View article]
    Please continue your calm, factual, thoughtful, and articulate assessments that provide much-needed clarity.
    Sep 29 08:54 AM | 8 Likes Like |Link to Comment
  • Bank Of America Remains A Compelling Long Position [View article]
    Volatility Research --

    Thanks for the extra information. My comment was sincere. I think of compelling as meaning achieved by force, as in irresistible. But compelling can also mean exceptionally interesting. Perhaps the latter is the sense in which you use the term. Your article prompted me to look at BAC's profile on Seeking Alpha and on F.A.S.T.Graphs to see whether I was missing out in not investing in BAC.
    The data here are not offered to refute your case, but only to show why I came away with mixed opinions. BAC offers some good indicators as well as some reasons for caution and concern.

    At Seeking Alpha: 1) net insider transactions minus 530,211, but institutional owners net change plus 323 million; 2) dividend only 0.3%; 3) revenue growth minus 1.3%, ROE plus 3%, and ROA plus 0.3%;
    4) last price ($13.90) below the 10-day SMA of $14.38 and the 50 day SMA of $14.48; 5) 1-week and 4-week performance at minus 2.5% and minus 0.3%, respectively; 6) 36M Beta and 60M Beta at 2.07 and 2.42, respectively;

    At F.A.S.T.Graphs: 1) A $10,000 investment in BAC 15 years ago is now worth $10,044.13; 2) the estimated price target for BAC by 2018 is $27.04; 3) the estimated future growth rate for BAC is 7.5%; 4) other analysts at MSN Money project FY 2013 earnings growth at plus 258%, 2014 earnings growth at plus 50.7%, and earnings growth for the next 5 years at plus 9.5%.

    I find this a complex picture, with elements supporting optimism and pessimism, but not compelling in the sense that I use the term. You may very well be correct, though, in urging people to invest, and I wish you well.
    Sep 29 02:33 AM | 3 Likes Like |Link to Comment
  • Bank Of America Remains A Compelling Long Position [View article]
    I'd be intrigued to hear your definition of compelling ...
    Sep 28 02:23 PM | 4 Likes Like |Link to Comment
  • The End Of Quantitative Easing: Its Economic Impact [View article]
    Thanks for writing a detailed and perceptive review of the economic impact of the end of quantitative easing. The graph of the change in prices before and after Bernanke's June 19th speech evidences a drop that I suspect is attributable less to what Bernanke said than it is to people's not knowing how easing might affect their holdings and then selling out of fear that became contagious. I hope that your good article gets people thinking and talking now so that there will be less of a knee-jerk response later.
    Sep 27 05:13 AM | 2 Likes Like |Link to Comment
  • Ford's Oakville Investment Responds To Increased Consumer Demand [View article]
    Thanks for the good information about the Oakville plant and the update on Ford's business.
    Sep 27 04:20 AM | 1 Like Like |Link to Comment
  • Auto parts makers to plead guilty to U.S. price-fixing [View news story]
    The ethics of international business remind me increasingly of lines from the 1940 film, "My Little Chickadee." W.C. Fields at the poker table is asked by a stranger, "Is this a game of chance?" Fields responds, "Not the way I play it, no."
    Sep 26 03:03 PM | Likes Like |Link to Comment
  • Cummins: This Engine Is About To Stall [View article]
    Surprisingly unpersuasive. You start with a mistaken premise "Shares of engine-maker Cummins Inc. (CMI) are up 40% this year on hopes for stronger sales related to the Navistar (http://bit.ly/n2ltEI) deal." and meander into the kinds of concerns that typically face any corporation.
    Sep 24 11:56 AM | 2 Likes Like |Link to Comment
  • American Water Works: Inorganic Growth To Propel Stock Price And Dividend [View article]
    Good article. Is the decrease in current ratio largely attributable to the cost of acquisitions?
    Sep 24 09:54 AM | Likes Like |Link to Comment
  • Is This The Most Overvalued Stock On The Market? [View article]
    Please choose a title that is related to your article.
    Sep 24 06:12 AM | 6 Likes Like |Link to Comment
  • IBM announces US$ 17 million investment in new Cloud Datacenter [View article]
    This looks like a smart move for IBM and Colombia --
    Sep 23 09:24 AM | Likes Like |Link to Comment
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