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rcpatrick5443

rcpatrick5443
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  • Nygren's No. 1 Stock, Up 80%: Still Cheap? [View article]
    This was an interesting and helpful article. Thanks --
    Sep 7 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 10:53 AM | 1 Like Like |Link to Comment
  • Will Low Cost iPhones Actually Lower Apple Margins? [View article]
    I appreciate your posting an argument that seems both sensible and well worth taking into account. I am long AAPL, INVN, and CHL, and feel very good about their long-term prospects.
    Sep 7 08:50 AM | 1 Like Like |Link to Comment
  • Apple, Authentec, And Fingerprint Cards [View article]
    Thanks for the impressively detailed assessment of the potential uses and advantages of the fingerprint recognition technology.
    Sep 6 01:35 PM | 4 Likes Like |Link to Comment
  • Review Of Canadian Banks After Q3 Earnings [View article]
    Thanks for your very helpful parallel and assessment of current and future prospects for these Canadian banks. I am long all five because they look fairly solid and offer good dividends.
    Sep 4 10:06 AM | 3 Likes Like |Link to Comment
  • Brian White remains bullish on Apple [View news story]
    Hide and watch --
    Sep 4 08:29 AM | Likes Like |Link to Comment
  • General Electric: A Good First Step [View article]
    Thanks for the helpful parallels with Honeywell and Emerson.
    Sep 3 04:33 AM | 1 Like Like |Link to Comment
  • Nokia Lumias: Niche Products Or Bestsellers? [View article]
    Lots of opinions, yet I have not yet seen a persuasive case for or against Nokia's potential success. The company was in trouble, the stock value dropped precipitously, and many have given it little to no chance of rebounding. Yet the company makes some very good phones, sales and prospects are looking up, and it's way to soon to know what lies ahead. For the past two weeks, I tried to buy a 1020 while traveling in the United States and Finland -- but it was not available for sale. We need at least months of further sales and earnings data before reasonable conclusions can be drawn.
    Sep 2 12:42 PM | 4 Likes Like |Link to Comment
  • GE company develops device to curb tremors using ultrasound [View news story]
    Encouraging news! I'd like to know how long one of these treatments provides freedom from essential tremor symptoms. Are there dangers or side effects during or after the procedure?
    Aug 15 06:06 PM | Likes Like |Link to Comment
  • Wall Street wisens up to discretionary spending slowdown [View news story]
    I am not familiar with Savita Subramanian, but the opinions included in the note about Merrill Lynch's cutting discretionary stocks to underperform strike me as empty generalization, shallow thought, and careless expression.

    The author's view:
    1) "The sector is greatly overvalued." (by what definition and with what evidence?).

    2) Margins are stretched to the limit. (Can Subramanian define the general concept and offer specific examples of exaggeratedly stretched margins?).

    3) "This and rising interest rates are creating some savers out of spenders." (Ten people, fifty-two, seven thousand, a billion? How big is the trend, and where is the evidence to support the claim?).

    4) "Warning signs of a cautious stance by U.S. consumers have been popping (sic) over the last weeks from teenage retailers to restaurants." (The writing here is so vague and weak that Subramanian's claims are comically undermined).

    5) "But the unexpected strength in the automobile market has largely muted the argument." (What argument? What connection do you think you've drawn between "teenage retailers, restaurants, and automobiles?)

    6) "It took Wal-Mart dipping into negative comp sales growth to swing the pendulum on Wall Street in force." (Generalizing from a single, unexamined reference that is linked to a bizarre metaphor provides a lousy attempt at a conclusion ).

    "Professional" ratings can be influential, so it behooves Merrill Lynch and Subramanian to do some work, find relevant data, explain its contexts, and present a fair-minded and articulate argument before drawing negative conclusions about an entire sector.
    Aug 15 04:19 PM | 5 Likes Like |Link to Comment
  • September 10 May Be A Great Time To Put On An Apple Short [View article]
    Your views on AAPL are so well demonstrated in various comment queues that it might be unnecessary for you to write an article! You could probably just use the catchy title "APPLE" and print your name next to it --
    Aug 14 06:47 PM | 2 Likes Like |Link to Comment
  • International Business Machines: Credit Suisse Downgrade Rationale Is Flimsy [View article]
    Thanks for an excellent article -- specific, articulate, and on-the-money. I believe that IBM's greatest international impact, high earnings, and widening moat lie ahead. A tremendous increase in organizations', corporations', agencies', and national governments' needs to sift through and correlate elements of huge bodies of data to devise effective systems, attack problems, and initiate creative approaches will be a challenge that virtually no company will be able to address as well as IBM.
    Aug 10 01:21 PM | 2 Likes Like |Link to Comment
  • Apple: Reality Bites, So Time To Sell [View article]
    What's best in your article is that after recently acquiring some AAPL shares, you sold them because you saw a front-page article and two graphs. Good luck with your investing!
    Aug 9 08:20 PM | 3 Likes Like |Link to Comment
  • Analysis Of Union Pacific And Burlington Northern [View article]
    Thanks for the article. It was interesting to see the comparison of two successful railroads and to learn things about Burlington Northern that I had not seen elsewhere. Long UNP
    Aug 5 07:02 AM | Likes Like |Link to Comment
  • Don't Expect The Sale On Apple Shares To Last Forever [View article]
    You have hit on a number of relevant factors to support what I think is a very sensible and non-exuberant assessment. As I have suggested in several responses to other SA articles, patience with APPL is likely to be rewarded.
    Jul 26 10:17 AM | 20 Likes Like |Link to Comment
COMMENTS STATS
711 Comments
1,230 Likes