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  • Wheels Coming Off In Canada [View article]
    It makes sense that Canada's export demand would be down due to exceptional troubles globally, but your statistics don't make a case for major concern. There just isn't enough in your posting to build an argument, and scarily pointing to a 7% drop in manufacturing sales comes across as hype to camouflage a small idea.
    Jun 17, 2015. 10:02 AM | 1 Like Like |Link to Comment
  • How Greece Could Force Germany Off The Euro [View article]
    Peter -- I think that it is healthy to speak your mind, but I find your whole statement nonsensical. The people I have met in Athens and in the islands near my home are friendly, compassionate, good-humored, hard-working, and generous. Calling Greeks communistic is outrageous and wrong. I hope that you will do some reading, thinking, and, perhaps, traveling to disabuse yourself.
    Jun 17, 2015. 09:49 AM | Likes Like |Link to Comment
  • The Incomplete Response Letter [View article]
    Very sensible. Thanks for the posting.
    Jun 16, 2015. 03:20 PM | Likes Like |Link to Comment
  • How Greece Could Force Germany Off The Euro [View article]
    This is an amazing story which you present in an unusually clear and articulate manner. Very interesting and helpful, and quite different from current media accounts. Thanks and congratulations.
    Jun 15, 2015. 06:04 AM | 5 Likes Like |Link to Comment
  • IBM to invest 'hundreds of millions’ in free data technology [View news story]
    Interesting ... I'd like to learn more about this in terms of technology and a business plan.
    Jun 15, 2015. 03:16 AM | 1 Like Like |Link to Comment
  • The Market For 'Lemons': A Lesson For Dividend Investors [View article]
    This article worked its way very clearly and helpfully through an important concept that I had not understood sufficiently. Congratulations on an excellent posting and an exemplary piece of writing.
    Jun 12, 2015. 08:52 AM | 2 Likes Like |Link to Comment
  • Load factor drops sharply for Copa Holdings [View news story]
    Another inflammatory title to alarm readers. Don't you have anything good to work on?
    Jun 12, 2015. 08:15 AM | 2 Likes Like |Link to Comment
  • IBM Continues To Deteriorate [View article]
    In an article earlier today about sharply increasing contracts to exploit Watson technology for many new and developing businesses, I was surprised and impressed to see that 40,000 such clients (including many small and recently developed enterprises) are paying for Watson to analyze customer attitudes and expectations. While I acknowledge that the stock price still suffers -- in part because of articles such as this -- the trend toward new industries and new dimensions of current business practices that need big data analytical processing could make IBM dominant again. That's what I'm betting on ... Long IBM
    Jun 11, 2015. 10:44 AM | 9 Likes Like |Link to Comment
  • Heinz Bonds - An Example Of What Is Wrong With The Rating Agencies [View article]
    I was not familiar with criteria for credit ratings, so this was an interesting and helpful posting. I share your sense that Berkshire Hathaway's being behind Heinz should carry a lot of weight.
    Jun 11, 2015. 06:15 AM | 4 Likes Like |Link to Comment
  • SBIO: A Safe Play In Biotechnology? [View article]
    As always, I admire and enjoy your articles, and believe that you are doing the SA community an important service through your research and perspectives. As I am long BBC, BBP, and SBIO, I want to offer an observation. While you describe SBIO as "an alternative to the BioShares ETFs BBC and BBP," I suggest that they can also be seen as complementing each other.

    BBC and SBIO share only two stocks in their top tens, BBC has fewer holdings than SBIO in medium and small companies, but more than twice as many in microcaps. BBP shares only four holdings with SBIO in their top tens, has more than 10% of its holdings in giant and large companies while SBIO has none, has many fewer small-company holdings than SBIO, and they hold fairly similar percentages of medium-sized and micro-sized companies. The dissimilarities led me to invest in all three.
    Jun 10, 2015. 04:08 PM | Likes Like |Link to Comment
  • Here Is Why I Am Buying Exxon Mobil And Selling Statoil [View article]
    I liked your last article much better than this one. Nothing you have written makes Exxon seem like a buy, and nothing you have said about Statoil makes a case for shorting it. Overall, you've expressed a preference -- as is your privilege.
    Jun 10, 2015. 10:39 AM | 4 Likes Like |Link to Comment
  • The Bank Of Nova Scotia Appears Undervalued With Solid Growth Catalysts [View article]
    A good article and a good bank -- thanks for the articulate and balanced assessment.
    Jun 9, 2015. 08:12 AM | 1 Like Like |Link to Comment
  • Chicago's Downgrade: What Investors Need To Know [View article]
    I appreciate the nicely organized and well-written assessment and recommendation to avoid broad-brush conclusions in this very informative and helpful posting.
    Jun 8, 2015. 08:14 AM | 3 Likes Like |Link to Comment
  • This High Dividend Stock Will Grow Revenue By 85%-Plus, Yields 7-8%, And Goes Ex-Dividend This Week [View article]
    Random Logic --

    I share your concern. WILN has negative free cash flow, a trailing P/E of 296.1, and a 7% dividend / 1677% payment ratio. (LTM's dividends/share divided by LTM's earnings /share).
    Jun 7, 2015. 07:28 AM | 4 Likes Like |Link to Comment
  • Macquarie Infrastructure Moves From Strength To Strength [View article]
    In the trial portfolio I put into Seeking Alpha, MIC is listed as having Cash Flow of
    1,163 Million and Free Cash Flow of - 1,123 M ("cash flow from operations minus purchase of plant, property, and equipment, minus payment of cash dividends. Data taken from the latest annual report."
    Jun 6, 2015. 12:48 PM | 2 Likes Like |Link to Comment