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  • Apple, The Enterprise And Rejection? Not This Time [View article]
    This is a very interesting article that focuses on and beyond Apple to look at the ways that emerging technology is cutting costs and probably producing better outcomes for patients at a time that we are all focused on the changing face and mechanisms of healthcare. I heartily agree that Apple stands to be the enterprise choice. Microsoft used to be -- albeit grudgingly for many of us who worked in Microsoft-only environments -- but the use of iPhones and iPads by children, youth, and young adults leads me to think that the future will be dominated far more by Apple than Microsoft.
    Oct 15, 2013. 10:06 AM | 1 Like Like |Link to Comment
  • How This Ends [View article]
    Nice piece, Dana -- insightful, candid, calming, and political but not partisan.
    Oct 14, 2013. 12:36 PM | 1 Like Like |Link to Comment
  • European automobile market: Beware of taking on the Germans [View news story]
    What are Neil Winston's credentials for making this pompous statement? And what's with the weird phrase, "guilty of falling for the temptation to move more models into the European upscale market?"
    Is this from The Onion?
    Oct 12, 2013. 10:49 AM | Likes Like |Link to Comment
  • Microsoft Should Buy Nvidia [View article]
    I enjoy your distinctive point of view and the quality of thinking and writing in your postings. Thanks.
    Oct 11, 2013. 12:25 AM | 1 Like Like |Link to Comment
  • How To Profit From Resurgent Global Car Sales [View article]
    This is a very interesting, detailed, and helpful article that adds to and reinforces the factors that led me to invest. Thank you!
    Oct 10, 2013. 12:38 AM | Likes Like |Link to Comment
  • Ford's road in China keeps getting smoother [View news story]
    I am long F and encouraged by its estimated earnings growth at F.A.S.T. Graphs of 11.8%. At MSN Money, F earnings have positively surprised each quarter since June of 2012 and are estimated to grow 14.7% in 2014 and at a rate of 11.6% for the following five years.
    Oct 9, 2013. 02:10 PM | 2 Likes Like |Link to Comment
  • What Is Due Diligence? Here's How I Do It [View article]
    Thanks for the clear, patient, and very helpful overview of your impressively complex and time-consuming process. I like and value using F.A.S.T.graphs and appreciate all of the thought and work that you have put into the system.
    Oct 9, 2013. 08:53 AM | 2 Likes Like |Link to Comment
  • Ford's Next Fusion Might Take The Crown From Toyota's Camry [View article]
    Good article. I think it's fair to Toyota and sensibly upbeat on Ford. Thanks --
    Oct 8, 2013. 10:41 AM | Likes Like |Link to Comment
  • Leading Croatian IT Solutions Provider Avalon Selects IBM System x for Cloud Services [View article]
    It's great to see this and many other international relationships and collaborations that IBM is developing.
    Oct 3, 2013. 10:28 AM | Likes Like |Link to Comment
  • Happy 112th Birthday, Mr. Buffett [View article]
    According to F.A.S.T.Graphs, $10,000 invested in BRK.A in 1998 would now be worth $36,517,158.90. Buffet is a wonderful and fascinating man with loads of talent, yet I think that he has plenty of very capable people ready to carry Berkshire Hathaway after he and Charlie Munger cease to be involved in running the operation. "Investment grade" for Berkshire Hathaway bonds would be an understatement!
    Oct 1, 2013. 02:20 PM | Likes Like |Link to Comment
  • Today's Market: Tech And Retail In Focus [View article]
    5119andygsh and bob_va

    I agree that it is better for the email exchange to keep partisan politics out of the commentary. In the case of Matthew Smith's article, though, the subject is political, and Smith has shown no bias -- only his opinion.
    Oct 1, 2013. 03:32 AM | Likes Like |Link to Comment
  • Today's Market: Tech And Retail In Focus [View article]
    Thanks for the posting. I enjoy reading your thoughts and observations.
    Sep 30, 2013. 12:35 PM | Likes Like |Link to Comment
  • Apple's iPhone Paradox [View article]
    Please continue your calm, factual, thoughtful, and articulate assessments that provide much-needed clarity.
    Sep 29, 2013. 08:54 AM | 8 Likes Like |Link to Comment
  • Bank Of America Remains A Compelling Long Position [View article]
    Volatility Research --

    Thanks for the extra information. My comment was sincere. I think of compelling as meaning achieved by force, as in irresistible. But compelling can also mean exceptionally interesting. Perhaps the latter is the sense in which you use the term. Your article prompted me to look at BAC's profile on Seeking Alpha and on F.A.S.T.Graphs to see whether I was missing out in not investing in BAC.
    The data here are not offered to refute your case, but only to show why I came away with mixed opinions. BAC offers some good indicators as well as some reasons for caution and concern.

    At Seeking Alpha: 1) net insider transactions minus 530,211, but institutional owners net change plus 323 million; 2) dividend only 0.3%; 3) revenue growth minus 1.3%, ROE plus 3%, and ROA plus 0.3%;
    4) last price ($13.90) below the 10-day SMA of $14.38 and the 50 day SMA of $14.48; 5) 1-week and 4-week performance at minus 2.5% and minus 0.3%, respectively; 6) 36M Beta and 60M Beta at 2.07 and 2.42, respectively;

    At F.A.S.T.Graphs: 1) A $10,000 investment in BAC 15 years ago is now worth $10,044.13; 2) the estimated price target for BAC by 2018 is $27.04; 3) the estimated future growth rate for BAC is 7.5%; 4) other analysts at MSN Money project FY 2013 earnings growth at plus 258%, 2014 earnings growth at plus 50.7%, and earnings growth for the next 5 years at plus 9.5%.

    I find this a complex picture, with elements supporting optimism and pessimism, but not compelling in the sense that I use the term. You may very well be correct, though, in urging people to invest, and I wish you well.
    Sep 29, 2013. 02:33 AM | 3 Likes Like |Link to Comment
  • Bank Of America Remains A Compelling Long Position [View article]
    I'd be intrigued to hear your definition of compelling ...
    Sep 28, 2013. 02:23 PM | 4 Likes Like |Link to Comment