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  • Oil tank-car makers add to losses as Raymond James turns bear [View news story]
    I have no axe to grind with Raymond James, but I could not disagree more with the thinking behind their downgrade. The demand for rail cars continues to be strong and the anticipated upgrade of requirements to strengthen cars against spills when transporting oil, etc. will tremendously increase order backlogs for highly profitable retrofitting. The United States is in desperate need of infrastructure rebuilding and restoration, and trains will likely be the major transporters. I have just added shares in ARII and TRN and wish that I had more ready cash to buy more.
    Nov 21, 2013. 10:44 AM | 5 Likes Like |Link to Comment
  • General Electric Going From Strength To Strength [View article]
    You make a good case for GE's ongoing transformation. Some investors have been understandably disappointed by GE's dividend lapse and price drop, but the company's evolution towards strength is too clear to be overlooked. This seems a good time to buy shares because signs of growth and prosperity are clear.
    Nov 20, 2013. 12:26 PM | 3 Likes Like |Link to Comment
  • Apple Is Its Own Worst Enemy [View article]
    "Its own worst enemy" seems a bit over the top in an article whose top points are 1) be careful about whom you place on your board of directors; and 2) try not to forget your Apple ID.
    Nov 19, 2013. 04:17 AM | 14 Likes Like |Link to Comment
  • General Electric Dividend Safety Analysis [View article]
    Thanks for the interesting analysis. GE's future looks bright.
    Nov 19, 2013. 04:11 AM | 2 Likes Like |Link to Comment
  • Apple's Hidden Holiday Gift To Investors [View article]
    Thanks for the interesting discussion. We're long AAPL whatever the margins, but it would be nice to see them rise to reassure lots of potential investors who are not yet ready to push the "buy" button.
    Nov 18, 2013. 11:16 AM | 8 Likes Like |Link to Comment
  • LNG's Future As The Preferred Fuel For High-Mileage Heavy Duty Trucks Seems Doubtful [View article]
    Thanks for an interesting article that set out some significant distinctions between CNG and LNG while offering what seems to be a reasonable case for why heavy trucking might prefer CNG. I have thought about investing in CLNE and WPRT and found your discussion very helpful.
    Nov 15, 2013. 06:11 AM | 9 Likes Like |Link to Comment
  • General Electric: Getting Back To Core [View article]
    Thanks for a good article with some specific and well-supported projections.
    Nov 13, 2013. 02:49 AM | 1 Like Like |Link to Comment
  • Here's What General Electric's Big Bet On Crowdfunding Looks Like [View article]
    Your article is helpful and timely and highlights what seems a sensible perspective for GE of staying current with innovative companies and technologies, having early opportunities to invest in and get behind potential winners, and gaining an inside track to acquire appropriate new ventures. A key is not being committed to investing unless the product and circumstances are right. Good move...
    Nov 12, 2013. 09:42 AM | 1 Like Like |Link to Comment
  • Investing In An Abnormal (And Very Tough) Time [View article]
    This was a fascinating and challenging article that took on a huge range of issues and stayed calm and perceptive throughout. Very helpful and much-appreciated thinking!
    Nov 8, 2013. 11:04 AM | 2 Likes Like |Link to Comment
  • Apple iBeacons Poised To Legitimize Hardware-Based Indoor Location [View article]
    An interesting look at changing marketplaces, and your point about Apple's leading the way is intriguing. Thanks for a good article.
    Nov 7, 2013. 11:16 AM | 3 Likes Like |Link to Comment
  • The Trends That Matter For Industrial Companies [View article]
    Thoughtful and perceptive. We should always move carefully, but I think that the reasons for optimism outweigh concerns of possible setbacks.
    Nov 6, 2013. 12:39 PM | Likes Like |Link to Comment
  • 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