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rcpatrick5443

rcpatrick5443
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  • DNO ASA: High Risk, Higher Reward (More Than 100% Upside) [View article]
    You have done Seeking Alpha a valuable service by setting out fairly, clearly, and articulately many of the prospects, questions, and risks of this investment. Thank you!
    Aug 29 09:28 AM | Likes Like |Link to Comment
  • Big China ETF To Get A New Index [View article]
    I enjoyed your article and outlook that inspired me to look at varied options for investing in China. Readers might also want to consider the smaller etf YAO (Guggenheim China All Cap) that shares 7 top-ten holdings with FXI, but holds many more (244) stocks, has a lower and, to me, more reasonable 26.6 percentage of Financial holdings, holds almost twice as high a percentage of Tech stocks, and has holdings in Consumer Defensive, Industrial, Health Care, and Utilities stocks whereas FXI has none.
    Aug 29 02:56 AM | Likes Like |Link to Comment
  • Where Are The Opportunities In U.S. Health Care? [View article]
    Thanks for a good article citing key changes that are making investment in biotech/health service/pharmacy stocks and etfs an increasingly strong and potentially far stronger prospect. Additional areas that will create demand include 1) a rapidly growing and aging international population; 2) overtaxed medical staffs and facilities in many areas; 3) soil, fresh water, air, and salt water pollution and degradation that sharply reduce food supplies and undermine public health; 4) droughts and flooding that lead to broad health emergencies; and 5) an increasingly mobile world population and system of international transportation that can quickly spread contagions.
    Aug 28 09:45 AM | 3 Likes Like |Link to Comment
  • Is Barron's Right On Terex? [View article]
    Good article! It is very helpful to see how you move through issues and concerns on the way to establishing a valuation and tactical approach.
    Aug 11 08:44 AM | Likes Like |Link to Comment
  • A Dividend-Paying ETF In A Consolidating Industry [View article]
    Thank you for a very detailed, well-organized, clear, helpful, and nicely-written overview.
    Aug 11 06:51 AM | Likes Like |Link to Comment
  • Amazon's Profit Margins Are - Like The Curate's Egg - Good In Parts. At Its Core, It Will Remain A Low-Margin General Retailer For Years To Come [View article]
    Thank you for a thoughtful, helpful article that presents conclusions that not everybody will welcome.
    Aug 10 04:16 PM | 5 Likes Like |Link to Comment
  • Taiwan Fines Xiaomi, China Should Take Note [View article]
    Thanks for presenting this interesting, useful, and relevant information on Xiaomi and broader China issues about accurate reporting.
    Aug 6 02:33 PM | Likes Like |Link to Comment
  • Short Sellers And Seeking Alpha [View article]
    While I do not short stocks, I do not object to others who employ this widely-known and perfectly legal and ethical approach. If an article or comment is fair-minded and substantive, it provides a unique service to SA readers, and I have been helped greatly and prompted to do more research after reading negative articles that cited specific concerns. One recent article, though, seemed offensive and irresponsible in giving a specific etf the author's "Very Dangerous" rating without discussing the etf's holdings or defining and substantiating what concerned him.

    On another note, there have been frequent caustic responses to SA articles in the past couple of months that seemingly had nothing to do with whether the article's author were short or long in the stock. I know that I should be more patient and constructive in dealing with points of view that offend me, and I think that we all benefit by taking issue without becoming disagreeable.
    Aug 1 02:41 PM | 1 Like Like |Link to Comment
  • Was Apple Spooked By The BlackBerry Passport? [View article]
    In eagerness to project which company's smartphones may become the most popular ones and the best sellers, some people appear to presume that 1) there is or will be a best smartphone, and its sales will dominate the market; 2) one company's success means another company's loss; and 3) that the smartphone market is near (or, has already reached) saturation. I see things quite differently.

    The largest position in our portfolio has for 2.5 years been AAPL and may always be. We like the company, its growth and evolution, and its ability to make lots of money by producing excellent devices. We own a MacBook Air, an iMac, two iPads, an iPhone 5, and an iPod. Respect for Apple does not bind me, however, from considering/purchasing other companies' competing products when they would better suit me. The Blackberry Passport looks like a terrific smartphone, and I would buy one if I could because it also would allow more comfort and accuracy in writing. I love taking pictures and recently bought an unlocked Nokia 1020 because its camera is exceptionally good and the Cortana feature looks more useful than Siri. In both Blackberry's and Microsoft/Nokia's circumstances, new leadership in John Chen and Satya Nadella, respectively, suggests good prospects for growth, popularity, and prominence.

    Apple need not be diminished by the success of Blackberry and Microsoft/Nokia -- the market is huge, growing, and filled with people who may replace their smartphones far more frequently than has been the case as these and other companies innovate and continue to produce outstanding products. But we as consumers have a lot to gain from the competition between the companies to produce a wider range of excellent devices.
    Jul 31 03:43 PM | 12 Likes Like |Link to Comment
  • The Global X Super Dividend ETF Has Value And A 5.8% Dividend Yield [View article]
    Thanks for a helpful and fair-minded article about what we value as a good way to invest internationally with diversification and dividend support.
    Jul 29 01:02 PM | Likes Like |Link to Comment
  • Apple Update: Short Interest Hits 2014 Low [View article]
    Thanks for an update on short standing. Whether it represents a bullish sign notwithstanding, it's interesting and useful to know.
    Jul 28 08:45 AM | 2 Likes Like |Link to Comment
  • Why You Should Buy The Market Vectors Russia ETF [View article]
    "American sanctions against Russia have so far been relatively weak and at the end of the day can only go so far. President Obama has rolled out new sanctions which targeted Russia's financial, energy, and military sectors. One can only see this effort as being too little, too late."

    These claims are undefined and unsubstantiated.

    "President Obama has rolled out new sanctions which targeted Russia's financial, energy, and military sectors. One can only see this effort as being too little, too late."

    Apparently, you see these as too little and too late, but again, you don't bother identifying the sanctions or offering arguments about what would have been larger, more effective, and politically feasible.

    "...unemployment is only at 4.9%, recently slipping to record lows as wages rise. Obviously, Putin is doing something right."

    Claiming that the descent of the unemployment rate is evidence of "Putin doing something right" is unfounded and further evidence of the casual approach you show in dealing with cause and effect.

    "Once political tensions have subsided, which is likely as Europe remains powerless, one can expect sanctions to be removed and another 'reset' button to be pushed."

    Europe is probably conflicted about effective sanctions, but not powerless, and your
    hyperbole is put forth with no argument or substantiation.

    Overall, I tend to agree with your concluding remarks (which are, thankfully, offered as opinions rather than facts). I hold shares of RSX and will not sell them even though it seems to me that Russia now finds itself in a dramatic predicament. Ultimately, as you suggest, interests of trade with Russia's huge market may trump political concerns and we'll be back to business as usual.
    Jul 23 05:49 PM | 1 Like Like |Link to Comment
  • The BlackBerry Passport Is A Disruptive Technology Set To Transform America's Boardrooms [View article]
    Thanks for a good, properly upbeat article. I agree that the Passport is likely to be disruptive for the market and a big positive for Blackberry.
    Jul 23 08:56 AM | 12 Likes Like |Link to Comment
  • Here's Why Hedge Funds Are Expecting Apple To Crush Earnings Estimates [View article]
    I appreciate your commentary about Estimize analysts and the differences in their versus Wall Street APPLE projections. Is anything further known about the JSHOE analyst's approach to account for his very low error rate in an industry that seems afloat in problems and inconsistency?
    Jul 22 05:56 AM | 1 Like Like |Link to Comment
  • Skyworks: Short- And Long-Term Catalysts Still Abound [View article]
    Thanks for an interesting look at Skyworks and its prospects for continued growth and success. Although I question your broad claim, "within the United States, and much of Europe, the market is already saturated with smart phones and tablets," your analysis overall is perceptive and fair-minded. Skyworks should benefit greatly from opportunities as the Internet of Things evolves.
    Jul 3 06:36 PM | 1 Like Like |Link to Comment
COMMENTS STATS
696 Comments
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