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  • How Is Tim Cook Doing Taking Over From The Legendary Steve Jobs?  [View article]
    hka2012 --

    I don't know where you're getting your numbers. Seeking Alpha does not provide statistics for Samsung, but on Morningstar, its 2012 ROE is 22.5% -- AAPL's current ROE (from Seeking Alpha) is 30%.
    Jan 2, 2014. 11:47 AM | 4 Likes Like |Link to Comment
  • How Is Tim Cook Doing Taking Over From The Legendary Steve Jobs?  [View article]
    Thanks for putting together the interesting parallel. As I recall, Jobs got to run Apple independently; Cook deals with a much larger and more international company while coping with millions of backseat drivers.
    Jan 2, 2014. 08:52 AM | 14 Likes Like |Link to Comment
  • Transocean: Brighter Days Ahead In 2014  [View article]
    A good article and properly encouraging case for RIG -- which has impressed me, as well, for its intelligent and disciplined management. Thanks for the posting.
    Jan 1, 2014. 10:19 AM | Likes Like |Link to Comment
  • Huntington-Ingalls Is Up 58% Since We Wrote About It In June, And It's Still Attractive  [View article]
    A good article and properly optimistic, I think.
    Dec 31, 2013. 10:05 AM | Likes Like |Link to Comment
  • Apple Is Just 1 Year Away From Becoming A 'Boring' Dividend Income Stock  [View article]
    Retired Lady --

    Imagine the resumes ...
    Dec 29, 2013. 03:51 PM | Likes Like |Link to Comment
  • Apple: It's A Matter Of What, Where And Why  [View article]
    We are very fortunate that you patiently and thoughtfully prepare these detailed, clear, and comprehensive reports. Thank you for your important work in informing the Seeking Alpha community about AAPL activities, sales trends, and your best thinking about what's to come and in what light it might best be understood.
    Dec 29, 2013. 07:56 AM | 10 Likes Like |Link to Comment
  • Acadia: The Best Hope For Parkinson's Psychosis Sufferers  [View article]
    You make an excellent and, I believe, fair-minded case for Acadia and Pimavanserin that should be heartening for those who suffer Parkinson's Disease and their caregivers as well as for potential investors. Thanks for a great article.
    Dec 28, 2013. 03:29 AM | 2 Likes Like |Link to Comment
  • 3 Big Things To Expect From Apple In 2014  [View article]
    Credible and nicely described. I share your sense that Apple should stay focused on its own agenda rather than Icahn's.
    Dec 27, 2013. 02:09 PM | 18 Likes Like |Link to Comment
  • Fortress looks to raise $1.9B for infrastructure fund in Japan  [View news story]
    This sounds especially promising as much-needed infrastructure capital for Japan that offers pension fund investors a better return than they can currently find in government bonds.
    Dec 27, 2013. 07:33 AM | Likes Like |Link to Comment
  • Apple Is Just 1 Year Away From Becoming A 'Boring' Dividend Income Stock  [View article]
    This was lively reading with its shifts in verb tenses, switches from first-person narration (I) to third-person (the author), and brief passage where you both deny further Apple new products and assure us that new products are on the way,

    "I do not expect that more new products will be introduced in the following years. Therefore, all the arguments which support Apple as a growth stock will disappear. Apple already extended their market with the China Mobile deal and the company is likely to introduce new products next year."
    Dec 26, 2013. 04:26 PM | 1 Like Like |Link to Comment
  • 'Buffett's Alpha' Misses The Real Source Of Growth In The New Berkshire Hathaway  [View article]
    Thanks for the good article and interesting discussion about "optimal" capital allocation offering an important insight into Berkshire Hathaway's investment system and how the piston-like mechanism creates something akin to a perpetual motion device morphing the organization more into an operating company than an investment one. I'm glad to be going along for the ride.
    Dec 26, 2013. 09:37 AM | 3 Likes Like |Link to Comment
  • 3 Developments To Note  [View article]
    Those interested in and wanting additional perspectives on Turkey's political situation may be interested in this blog link: http://bit.ly/1iiFplj
    Dec 26, 2013. 04:26 AM | Likes Like |Link to Comment
  • Ensco Plc: 10% Undervalued With Significant Growth Ahead  [View article]
    Thanks for a patient, clear, and detailed article that has helped confirm my decision to invest in ESV -- taking advantage of the recent drop in price and the good dividend.
    Dec 24, 2013. 02:06 AM | 1 Like Like |Link to Comment
  • Berry Plastics: Buy The Products Or The Stock?  [View article]
    This is a helpful posting and I have enjoyed following the way that you carefully, perceptively, and fairly, I believe, think through BERY's prospects.
    Dec 21, 2013. 05:26 AM | Likes Like |Link to Comment
  • Aircastle Is Undervalued, But Offers High Yield And Promising Growth  [View article]
    Just starting to look at AYR, I note that you cite a high dividend yield (SA lists it as 4.3%) without mentioning the 220% dividend payout ratio.
    Dec 21, 2013. 05:05 AM | Likes Like |Link to Comment