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  • Canadian National Railway Is Highly Undervalued [View article]
    Thanks for your research and posting. The article reinforces my enthusiasm about Canadian National and mentions several factors of which I was not aware.
    Jun 17 12:09 AM | 2 Likes Like |Link to Comment
  • Statoil (STO) and Tullow Oil (TUWLF.PK) are finishing a well aimed at achieving the first commercial oil discovery offshore Mozambique, where explorers already have made the century’s largest natural gas finds. Oil is preferred because it’s easier and cheaper to ship, and the partners hope to find it in some of the deeper plays; it's "worth doing as a potentially needle-moving prospect," Tullow says. [View news story]
    The find is encouraging, and Statoil has experience in coping effectively with difficult locations and challenging political situations.
    Jun 15 01:15 AM | Likes Like |Link to Comment
  • Wells Fargo Is An Attractive Buy [View article]
    Thanks for the posting. Your illustration underscores an advantage that buy-and-hold investing enjoyed in WFC: sticking with WFC through the down periods eliminated multiple trading costs and led to a strong profit, overall, in share price for a well-run business. I believe that it will continue to do so.
    Jun 14 06:23 AM | 1 Like Like |Link to Comment
  • Boost Your Portfolio With Wells Fargo [View article]
    Thank you -- I learned some interesting and helpful things from your posting, and agree that Wells Fargo Bank seems well placed as U.S. housing continues to rebound.
    Jun 13 01:09 AM | Likes Like |Link to Comment
  • Apple's Refresh [View article]
    Tedious brief ...
    Jun 11 11:44 AM | Likes Like |Link to Comment
  • Why IBM's Success Will Continue [View article]
    I am glad that you have posted this well-deserved endorsement of IBM.
    Jun 11 06:58 AM | 1 Like Like |Link to Comment
  • Evaluating Norfolk Southern's Intrinsic Value [View article]
    I respect the way that you assess NSC and other stocks, but differ in what to conclude. In spite of the weaker economy since 2008, F.A.S.T.Graphs indicates that Norfolk Southern's return on revenue with dividends payed (not reinvested) has averaged 7.5% for the past 15 years -- more than twice the ROR of the S&P 500 at 3.1%. While NSC's operating earnings rate this year is 8.4%, it is projected to be 13.4% per year for the next five years. NSC is currently priced below its earnings-justified valuation and its projected target price in 2018 is $158.75. I'm glad to be in now as the economy improves rather than waiting for a lower entry point.
    Jun 10 12:07 PM | 1 Like Like |Link to Comment
  • American Railcar: A Little Understood Opportunity [View article]
    I enjoyed reading your assessment of American Railcar and share your optimism about its prospects. Key factors for me in buying the stock were the growing prominence of rail transportation, the political and geographical difficulties in building new pipelines, and the company's huge backlog of orders.
    Jun 9 03:26 PM | Likes Like |Link to Comment
  • Statoil: Shares To Remain Weak Short Term, May Interest Long-Term Buyers [View article]
    You make an impressive case in this article for the advantages for as well as the potential challenges to Statoil in the coming years, and I greatly appreciate your candor and balance. Thanks for a very good and helpful article.
    Jun 8 12:50 PM | 5 Likes Like |Link to Comment
  • Apple: About To Show You The iMoney? [View article]
    This is a useful and interesting introduction for most of us, I would guess, into details to help us imagine the potential of what is likely to be a huge financial sector for the future. Thanks for a good posting.
    Jun 7 03:17 PM | 3 Likes Like |Link to Comment
  • Analysis Of IBM Including The SoftLayer Acquisition [View article]
    IBM is priced below its earnings-justified valuation and its earnings are growing at 11.2%/year. It's doing fine, thanks ...
    Jun 7 01:52 AM | 1 Like Like |Link to Comment
  • Statoil (STO) plans to delay its Johan Castberg project in the Barents sea, blaming proposed changes to Norway's petroleum taxes. STO has said the changes would reduce the attractiveness of future projects, "particularly marginal fields and fields which require new infrastructure," but Johan Castberg isn't a marginal project. STO says it will continue to drill four exploration wells in the area. [View news story]
    Sounds like a sensible way to proceed and to help government appreciate the impact of its tax decisions.
    Jun 5 12:51 PM | Likes Like |Link to Comment
  • 5 Reasons To Tune Out The Noise And Do Nothing [View article]
    I admire and support your thesis and appreciate the well-written posting.
    May 28 10:03 AM | 2 Likes Like |Link to Comment
  • Where In The World Is Apple's Growth? [View article]
    Thanks for continuing your stream of thoughtful, data-based, and clearly expressed assessments. We all benefit from your calm and perceptive postings.
    May 27 06:39 AM | 8 Likes Like |Link to Comment
  • More scrutiny for Apple (AAPL): After receiving complaints related to possible anti-competitive sales practices, the European Commission has launched an informal, preliminary inquiry into whether the company compels operators to accept terms which ensure it always gets at least as good a deal in terms of subsidies as competitors. A nine-page questionnaire sent to telecoms also asks about minimum purchase requirements and sales terms, FT reports. AAPL says it is in full compliance with all applicable laws. [View news story]
    Sounds like a sensible practice to ensure that you get as good a deal on subsidies as competitors. What's the concern?
    May 27 06:28 AM | Likes Like |Link to Comment