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  • Is Apple About To Revolutionize The Mobile Payments Industry? Part 2 [View article]
    Many thanks to James Yardley for doing the research, thinking carefully and creatively, and presenting us with a clear, readable, and valuable report. It's all interesting, and Gartner's projection of smart phone buying going up 249% above the current $172 billion by 2016 is stunning.
    Sep 19, 2013. 02:54 AM | 1 Like Like |Link to Comment
  • 5 Firm Reasons I'd Flock To Ford [View article]
    Thanks for the good article. I think that you're right about Ford cars, I increasingly admire their quality, and, from living overseas for the last eight years in Egypt, the Republic of China, and Turkey, I'm impressed by how international the brand has become. It seems a great time to invest in F, so I've done so this week.
    Sep 17, 2013. 02:34 PM | 1 Like Like |Link to Comment
  • Apple: $54 Billion Crash; China Segment Now Valued At $0 [View article]
    Your article is excellent -- concise, specific, and fair-minded. I am unconvinced that anything significant has occurred to diminish Apple's extraordinary quality and potential. AAPL's stock price dropped because people lost confidence in the assessment that led them to buy shares. And as the share price started falling, a herd mentality took over -- "cheer-led" by pundits and analysts with various agendas.
    At the lower stock price, Apple will retire far more shares with its huge buy-back commitment, and value will increase for all who stay invested.
    Sep 17, 2013. 07:39 AM | 5 Likes Like |Link to Comment
  • Apple's Big Opportunity: China's Not Going Anywhere [View article]
    I appreciate your perceptive and intelligent assessment and feel confidently encouraged about Apple's growth and prospects in China. Short-term thinking in the stock market is just a bump in the road
    Sep 16, 2013. 11:50 AM | 2 Likes Like |Link to Comment
  • There Are No Good Reasons To Invest In Bank Of America Right Now [View article]
    WW -- Yes, but it's a gain, not a drop.
    Sep 15, 2013. 12:47 AM | 1 Like Like |Link to Comment
  • NHTSA probes Ford's Focus Electric [View news story]
    There tend to be technical challenges and problems that sometimes entail substantial recalls for virtually all cars, and 12 complaints is a strikingly small sample. Ford appears ahead of its peers, though, in cooperating with the initial inquiry and agreeing to look for and correct the problem(s). I have not yet decided whether to buy F shares, but this report may overly worry investors -- leading to an even better price point for purchasing the stock.
    Sep 14, 2013. 11:59 PM | Likes Like |Link to Comment
  • There Are No Good Reasons To Invest In Bank Of America Right Now [View article]
    I enjoyed reading your article and hope that you will correct the following passage, "The share price of WFC has risen from roughly $30.00/share to $42.20/share. A drop over 40%."
    Sep 14, 2013. 01:28 AM | 1 Like Like |Link to Comment
  • Apple's Huge Ecosystem Blunder [View article]
    I usually enjoy your commentaries, James, but their style is shifting from commenting to pontificating.
    Sep 13, 2013. 11:43 AM | 1 Like Like |Link to Comment
  • Is This The Right Time For Bulls To Enter IBM? [View article]
    Thanks for a good article that offers what I think is a fair assessment of IBM and its chief competitors.
    Sep 10, 2013. 04:44 AM | 4 Likes Like |Link to Comment
  • Apple iOS 7 Could Supercharge Mobile Advertising [View article]
    I enjoyed reading the article and thinking about the ways that integration in the Apple system is about to get much richer and more valuable. Thanks --
    Sep 10, 2013. 04:33 AM | 1 Like Like |Link to Comment
  • Sabesp: Steady Three Month Decline Provides 37% Upside Potential [View article]
    FastGRAPHS shows an uneven dividend history and no SBS dividend for 2013. Has the dividend been eliminated, or is it still to come in 2013?
    Sep 10, 2013. 03:21 AM | Likes Like |Link to Comment
  • Why Canadian National Is A Top Rail Idea [View article]
    Thank you -- I have enjoyed and learned from your assessment of Canadian National Railway's finances. You note that CNI's WACC at 10% is higher than its ROIC at 7.5%. Are there special circumstances that explain why CNI does not enjoy a lower rate of WACC? Are your projections based on it continuing to be so for the next three years?
    Sep 10, 2013. 02:00 AM | Likes Like |Link to Comment
  • Does Apple Have An Achilles' Heel? [View article]
    Although your title alludes to the one area in which Achilles could be killed, it seems you have only three basic issues, and none is potentially fatal:

    1) Icahn could become a problem in pushing for a higher level of stock buybacks;

    2) Apple's smartphone share is declining; and

    3) Microsoft and Nokia should not be ignored.

    In regard to each --

    1) Anyone can buy AAPL stock and try to exercise whatever leverage s/he can bring to bear. There is, as yet, no evidence that Apple is changing anything in response to Icahn's buy.

    2) You're welcome to your opinion/concern about Apple's smartphone share and to sell your shares if it troubles you.

    3) Microsoft & Nokia might become stronger and more competitive, but Ballmer seems a gigantic liability and Elop presided over a colossal drop in value at Nokia. We do not yet have the facts to assess how well they will function -- much less the threats that they may someday pose to Apple.

    "A Couple of Things That Concern Me" might have been a more fitting title.
    Sep 9, 2013. 09:18 AM | Likes Like |Link to Comment
  • Nygren's No. 1 Stock, Up 80%: Still Cheap? [View article]
    This was an interesting and helpful article. Thanks --
    Sep 7, 2013. 11:10 AM | Likes Like |Link to Comment
  • Lenovo in attack mode on mobile [View news story]
    I'm surprised that such a jumble of hype got published.
    Sep 7, 2013. 10:53 AM | 1 Like Like |Link to Comment