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  • 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
  • Apple Vs. Samsung: Is There An End In Sight?‎ [View article]
    I agree that this was a nicely detailed and helpful article. Although I doubt that an upheld adverse ruling against Apple will have major impact financially, I share your contention that it would be good from several viewpoints for Apple and Samsung to negotiate rather than litigate their differences. Thanks for the posting.
    Jul 26 09:59 AM | 1 Like Like |Link to Comment
  • Novo Nordisk: A Pure Play In The Large And Lucrative Diabetes Care Sector [View article]
    This is a superb article that offers a fair and balanced assessment, some clear and very helpful corporate background information as well as definitions/explanations of medical conditions and distinguishing characteristics of varied NVO and competitor drugs, and a well-supported conclusion. Thank you very much for your posting.

    Long NVO
    Jul 22 04:45 PM | Likes Like |Link to Comment
  • Southern Copper Is Currently Undervalued, But With Short-Term Risks Still Present [View article]
    I like the patient and fair-minded way that you provide a good overview with some relevant questions, concerns, and prospects. In the long run, the world demand for copper is likely to increase, and I'll be happy to hold on for that recovery.
    Jul 18 06:06 PM | 4 Likes Like |Link to Comment
  • Bear Of The Day: Southern Copper [View article]
    We may well see lower copper sales throughout 2013, but the demand will rise again -- particularly after China resolves its current economic challenges and ratchets up industrial investment.
    Jul 6 01:17 AM | 2 Likes Like |Link to Comment
  • Express Scripts Has More Upside Potential Than You Might Expect [View article]
    Congratulations on a detailed, insightful, and well-written article that I find very helpful. I appreciate the work and thought that you put into a posting that provides an important resource for the Seeking Alpha community.
    Jul 5 02:11 AM | 1 Like Like |Link to Comment
  • Cummins Still A Sell Ahead Of Earnings [View article]
    Cummings and most of the corporate world are moving through some challenging times. What you offer, I think, is an overreaction to temporary problems. CMI's long-term prospects look great.
    Jul 3 12:07 PM | 6 Likes Like |Link to Comment
  • Unique In Its Industry, Southern Copper Plans Expansion [View article]
    Thanks for another good article. I'm intrigued with and impressed by SCCO's pursuing major expansion for long-term positioning in spite of the current reduction in the demand for copper.
    Jul 2 10:44 AM | 1 Like Like |Link to Comment
  • Stock Buybacks And Above Average Long-Term EPS Growth Will Propel CSX Higher [View article]
    Thanks for a detailed and nicely-written article.
    Jul 2 10:37 AM | Likes Like |Link to Comment
  • Nokia Mugs Siemens [View article]
    You assume that others wanted to purchase the Siemens-Nokia portion, but it's possible that Siemens knew just what it was worth at the time and that the value would diminish in the wait for other buyers.
    Jul 2 10:30 AM | Likes Like |Link to Comment
  • Wells Fargo (WFC) is downgraded to Hold by KBW's Chris Mutascio on valuation concerns given the rise in long-term rates. Bank earnings, he says, are far more levered to short rates (which have remained flat) than the long end. Higher rates may give some benefit to spread income, but this is offset by lower mortgage banking revenue as refinances slow. Shares -0.5% premarket. [View news story]
    Mustacio's opinion appears to be based more on a guess than a careful assessment. Neither he nor we know how the U.S. and other economies will evolve over even the next six months -- much less for the longer term. Having analysts issue downgrades based on theories rather than facts is one of the less-than-helpful dimensions of equity investing.
    Jul 2 09:24 AM | 2 Likes Like |Link to Comment