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  • Aegean Airlines - Rising Trends, Forgotten Efficiencies And Undervaluation [View article]
    This is a very interesting and balanced article that provides some important and useful information. Thank you --
    Jan 28, 2015. 06:32 AM | Likes Like |Link to Comment
  • Jeremy Siegel's The Future For Investors: Book Review [View article]
    Thank you for posting this interesting review.
    Jan 24, 2015. 01:39 AM | Likes Like |Link to Comment
  • The Lunatics Are Running The Asylum: Draghi's Money Printing Bazooka [View article]
    Rather than posting a cliche'-ridden diatribe, why not set out carefully and in detail what you believe would be a wiser and potentially more successful fiscal approach than the ECB's QE plan of action?
    Jan 23, 2015. 09:26 AM | 1 Like Like |Link to Comment
  • Is Apple Really Gaining Market Share? Data Points Mixed [View article]
    Another announcement as he rides Rocinante into the sunset.
    Jan 19, 2015. 03:50 PM | 2 Likes Like |Link to Comment
  • 5 Reasons To Buy Greenbrier [View article]
    Good article, and I love your comment, "As (relative) outsiders, we've also noticed that Americans themselves are sometimes less aware of the resilience and genius of the place, which has provided opportunities to buy at reasonable prices."
    Jan 19, 2015. 07:09 AM | Likes Like |Link to Comment
  • Toronto-Dominion Bank: A Growing Bank With A Rising Dividend [View article]
    I appreciate your writing the article and agree that TD Bank and other Canadian banks present great prospects with good entry points. The current drop in the price of oil has some investors overly concerned, in my opinion, about Canada's economy weakening, but recover it will. For the long run, investing in good banks in a strong country with extraordinary natural resources, an excellent educational system, and a very capable and international population seems smart and prescient -- especially while earning a dividend of over 4% while Canada's economy regains strength. Investments in BMO, BNS, CM, NTIOF, RY, and TD now comprise about one-fifth of my portfolio - offering an average dividend yield of 4.08% at a payout ratio of 46.3%.
    Jan 10, 2015. 02:10 AM | 7 Likes Like |Link to Comment
  • Where Do Cures Reside? The Answer Is In Regenerative Medicine [View article]
    Thanks for an interesting and helpful article.
    Jan 9, 2015. 11:43 AM | 1 Like Like |Link to Comment
  • Investment Themes For A 'Groundhog Day' World [View article]
    It is interesting to think about applying the ideas that you articulately put forth in a period when the volatility of investors seems at least as big a factor as the volatility of investments.
    Jan 7, 2015. 07:18 AM | Likes Like |Link to Comment
  • How Berkshire Hathaway's Todd Combs And Ted Weschler Performed Relative To The S&P 500 In 2014 [View article]
    So the author doesn't know precisely which stocks were investments of Combs and Wechsler, settles for calling 16 stocks "highly likely" to have been investments of Mr. Combs and Mr. Weschler, and goes ahead in judging the two's performance against the S&P 500 assuming that the positions remained the same during the fourth quarter. Not a great day for journalism ...
    Jan 6, 2015. 02:00 PM | 17 Likes Like |Link to Comment
  • Copa Holdings: Set For Takeoff In 2015 [View article]
    Thanks for a perceptive article that justifies taking the long view on Copa Airlines.
    Jan 4, 2015. 12:51 AM | 1 Like Like |Link to Comment
  • Greenbrier: 3-Point Strategic Plan Launched 3 Years Ago Is Bearing Fruit [View article]
    This is an excellent report -- clear, well-written, detailed, fair-minded, and, in my opinion, properly enthusiastic. I share your sense of optimism about growth for Greenbriar as new strength and safety regulations go into effect for rail cars. Locating a Greenbriar facility in Mexico also makes sense and anticipates increases in regional and trans-Pacific trade moving into North America through South and Central America and the Mexican corridor when larger cargo vessels can be accommodated. I bought GBX shares last week, and the rising share price suggests that many investors agree with your forecast.
    Dec 30, 2014. 07:58 AM | Likes Like |Link to Comment
  • Why Bank Of America Should Trade For $22 In 2015 [View article]
    Value George --

    I think you've hit on the key issue: has the culture changed which led the Bank of America into huge fines for illegal conduct? I admire Josh Arnold's trying to look at the brightest available side, but there's nothing in his article that suggests that the Bank of America acknowledges -- much less is contrite about -- its self-concerned and unethical actions.
    Dec 29, 2014. 01:39 PM | 1 Like Like |Link to Comment
  • Dow Chemical: A Buy, Hold, Or Sell At $46? [View article]
    Thanks for the interesting look at DOW. I anticipate that a rising economy will significantly improve the company's prospects and am pleased to learn about the divestments which should make Dow nimbler and more competitive. DOW's growth projections and the recovering economy led me to buy shares recently.
    Dec 29, 2014. 01:22 PM | 2 Likes Like |Link to Comment
  • Paccar - Great Business, Strong Performance, Wait For A Sell-Off Before Picking Up Shares [View article]
    Yes -- Price-fixing, and I read that Daimler has set aside $748 million with that potential fine in mind. The investigator has so far said that settling with each truck maker is unlikely -- she'll go for the fines. I think it likely that all the companies will get past the financial penalty, and the negative publicity and fines may bring their stock prices down into a more affordable level.
    Dec 23, 2014. 01:08 PM | Likes Like |Link to Comment
  • Paccar - Great Business, Strong Performance, Wait For A Sell-Off Before Picking Up Shares [View article]
    Thanks for a good and fair-minded article.
    Dec 23, 2014. 12:52 PM | 1 Like Like |Link to Comment