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  • Get Off Of American Railcar Industries Inc.  [View article]
    Thanks for the additional information. Also interesting is that of the four (ARII, GBX, RAIL, and TRN), only ARII has positive Free Cash Flow.
    Aug 14, 2015. 11:44 AM | 1 Like Like |Link to Comment
  • Get Off Of American Railcar Industries Inc.  [View article]
    Per Seeking Alpha portfolio data, American Railcar (ARII) is the least indebted of the three railcar companies. Cash & equivalents constitute about half of ARII's total indebtedness, about one-third of GBX's total indebtedness, and only about one-seventh of TRN's total indebtedness. Offering a dividend that is more than double TRN's and three times higher than GBX's, ARII looks superior. I share Salvatort's perception that ARII's greater emphasis on builing cars to lease is a smart move.
    Aug 13, 2015. 08:14 AM | 1 Like Like |Link to Comment
  • Let Them Eat Spreadsheets  [View article]
    I don't know why readers are protesting. You have made a sensible case for looking at things in context and seem to be mentioning some familiar stocks to illustrate that due diligence should be done carefully because different companies present things in different ways. Thanks.
    Aug 1, 2015. 02:45 PM | 2 Likes Like |Link to Comment
  • Metaphor, Markets, Maine  [View article]
    This is a very thoughtful, clear, and impressive assessment of complex economic, historical, social, and political factors to substantiate your reasons for taking an investing stance. Nicely thought out and presented!
    Aug 1, 2015. 02:15 PM | Likes Like |Link to Comment
  • Today's Market: Biotech Earnings Remain Strong, Apple's Next Revamped Product  [View article]
    Silli-Con Doc -

    Not to quibble, but I believe that it was King Croesus of Lydia who consulted the Oracle at Delphi and asked about taking his forces across the Halys River to attack the Persians. The Oracle's answer was that if he crossed the Halys River, a great kingdom would be destroyed. Croesus turned out to be wrong in assuming that it would be the Persian kingdom that fell.
    Aug 1, 2015. 02:03 PM | 1 Like Like |Link to Comment
  • Apple: The Shift To Asset-Light, High-Margin, Middlemen Businesses  [View article]
    A good article and a perceptive perspective!
    Jul 31, 2015. 04:45 PM | 6 Likes Like |Link to Comment
  • Situation Critical: Everything's Starting To Crash  [View article]
    How's your self-promotional call doing for the Dow Jones average to drop to $6K?
    Jul 31, 2015. 09:23 AM | 1 Like Like |Link to Comment
  • Today's Market: Biotech Earnings Remain Strong, Apple's Next Revamped Product  [View article]
    I enjoyed, as usual, reading your comments -- especially appreciating your outlook on Greece/IMF and on Amgen's prospects for sale. Thanks for the candid and lively observations.
    Jul 31, 2015. 09:18 AM | 1 Like Like |Link to Comment
  • CVS Health and IBM Tap Watson to Develop Care Management Solutions for Chronic Disease 
    Jul 30, 2015. 09:58 PM | Likes Like
  • CVS Health and IBM Tap Watson to Develop Care Management Solutions for Chronic Disease 
    I suspect that many such innovative relationships will be established with IBM and the health care industry.
    Jul 30, 2015. 06:36 AM | Likes Like
  • CIBC Dividend Stock Analysis 2015  [View article]
    I agree that this is a good article and disagree that Canadian banks are over-valued. Canadian banks offer excellent dividends and the threats to the nation's economy -- while real -- seem overblown.
    Jul 25, 2015. 07:53 AM | 4 Likes Like |Link to Comment
  • 2 Investing Books You Don't Really Need To Read  [View article]
    This is a very valuable and nicely written article that will probably surprise and enlighten many readers. Thanks for making it specific and fair-minded.
    Jun 30, 2015. 09:44 AM | Likes Like |Link to Comment
  • Blackstone selling AlliedBarton for $1.67B  [View news story]
    I don't know why the poster did not bother to look up and include what Blackstone paid. With equity it came to about $750 million.
    Jun 30, 2015. 09:25 AM | 6 Likes Like |Link to Comment
  • Deutsche Bank: A Value Proposition In The Troubled Banking Sector  [View article]
    Perhaps the article would be better named "A Troubled Value Proposition in the Troubled Banking Sector." From Business Insider, in 2014, "Deutsche Bank, Germany's biggest financial firm, faces lots of slings and arrows: a never-ending barrage of fines from American regulators, tough new rules on bank capital, a stagnant European economy and listless financial markets. Together, they have pummeled its prospects and punctured its share price."

    Read more: http://tinyurl.com/o2b...
    Jun 30, 2015. 08:27 AM | Likes Like |Link to Comment
  • Chicago's Downgrade: What Investors Need To Know  [View article]

    Good points, but in place of "government" I might write, "our fellow citizens whom we elected to represent us" -- including ourselves in the responsibility for legislators' decisions that now affect us.
    Jun 25, 2015. 09:28 AM | 1 Like Like |Link to Comment