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  • Is IBM The Apple Of Enterprise Computing? [View article]
    You set out nicely the IBM prospects that appear to exceed many investors' expectations. Another important aspect of John Kelly's presentation is IBM's clients being able to draw increasingly on Watson and Big Data analytic powers in conjunction with whatever IBM mainframe or cloud solutions they buy.
    Dec 6, 2013. 09:43 AM | 1 Like Like |Link to Comment
  • China Mobile's Safe Dividend For Tapering Times [View article]
    Thanks for the interesting, helpful, and even-handed look at the three companies' growth patterns, dividends, and prospects.
    Dec 3, 2013. 09:20 AM | 1 Like Like |Link to Comment
  • Warren Buffett's (Hypothetical) Answer To Arne Alsin's Letter On IBM [View article]
    Very nicely and stylishly done, as well as kind. Alsin doesn't seem to "get" IBM and the ways in which it substantially differs from and may have better long-term prospects than its direct (Accenture/HP) and semi-direct (Amazon) competitors. Lecturing Warren Buffet with a "six-page" letter is Alsin's prerogative, yet it seems a bit odd and immodest to report having done so online
    Dec 2, 2013. 11:19 AM | 1 Like Like |Link to Comment
  • IBM Reports Record Online Shopping for Thanksgiving and Black Friday [View article]
    Impressive breadth and depth of IBM's analytical and reporting resources that any of its current and future clients could profitably exploit.
    Nov 30, 2013. 12:44 PM | Likes Like |Link to Comment
  • Union Pacific: Exploring Innovative Ways To Create Shareholder Value [View article]
    Thanks for a very well organized, detailed, and persuasive article.
    Nov 27, 2013. 11:20 AM | 1 Like Like |Link to Comment
  • Today's Market: These Stocks Will Push Nasdaq To All-Time Highs [View article]
    I enjoy your postings for their clear and specific style in setting out a sensible and balanced outlook. Thanks for the information and discussion of where the market and economic indicators are now and may be headed.
    Nov 26, 2013. 11:15 AM | Likes Like |Link to Comment
  • Apple: How Big Can The Dividend Get? [View article]
    I enjoyed reading your assessment and believe that you're right about Apple's not going the route of the higher-percentage-payout companies. There is certainly room, though, for it to keep buying back shares while sweetening the dividend, and those two steps will allow the company to please stock holders while retaining a huge amount of money for acquisitions and R&D.
    Nov 26, 2013. 07:54 AM | 2 Likes Like |Link to Comment
  • Pandora's Vulnerability And Major Challenge [View article]
    I enjoyed reading this calm, sensible article that perceptively looks at the challenges ahead in streaming music/entertainment.
    Nov 25, 2013. 11:27 AM | 2 Likes Like |Link to Comment
  • Gilead Sciences: 5 Different Insiders Have Sold Shares This Month [View article]
    Because it is common for insiders to sell some shares when the stock's price is high, your assertion that the insider selling for Gilead insiders is "intensive" seems misleading and mistaken. For most of the sellers whom you list, the total shares sold represent about 10% or less of each insider's holdings. Even the largest seller of GILD stock retains over a million shares and options. It would be useful to present some facts to support your theory that the stock sold raises concerns.
    Nov 25, 2013. 09:26 AM | 2 Likes Like |Link to Comment
  • General Electric Finance IPO Lights Up GE [View article]
    I enjoyed your article and share your confidence and optimism.
    Nov 22, 2013. 09:49 AM | Likes Like |Link to Comment
  • Caterpillar probed for possible train repair scam [View news story]
    I hope that all of the affected customers are fully reimbursed.
    Nov 22, 2013. 08:11 AM | Likes Like |Link to Comment
  • GE: Getting More Innovative With Emerging Technologies [View article]
    This is a helpful and very interesting article which has been presented in an unusually clear and readable form. Thanks for the fascinating information about this technique.
    Nov 21, 2013. 11:12 PM | 1 Like Like |Link to Comment
  • IBM - Can't Get Blood Out Of A Stone [View article]
    More preposterous titles and careless, obtuse, and half-baked analysis.
    Nov 21, 2013. 12:17 PM | 2 Likes Like |Link to Comment
  • Oil tank-car makers add to losses as Raymond James turns bear [View news story]
    I have no axe to grind with Raymond James, but I could not disagree more with the thinking behind their downgrade. The demand for rail cars continues to be strong and the anticipated upgrade of requirements to strengthen cars against spills when transporting oil, etc. will tremendously increase order backlogs for highly profitable retrofitting. The United States is in desperate need of infrastructure rebuilding and restoration, and trains will likely be the major transporters. I have just added shares in ARII and TRN and wish that I had more ready cash to buy more.
    Nov 21, 2013. 10:44 AM | 5 Likes Like |Link to Comment
  • General Electric Going From Strength To Strength [View article]
    You make a good case for GE's ongoing transformation. Some investors have been understandably disappointed by GE's dividend lapse and price drop, but the company's evolution towards strength is too clear to be overlooked. This seems a good time to buy shares because signs of growth and prosperity are clear.
    Nov 20, 2013. 12:26 PM | 3 Likes Like |Link to Comment