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  • Apple lower on Barclays downgrade. Tesla's Musk confirms talks. [View news story]
    The theory Reitzes espouses in citing, "no precedent that large-size tech companies simply start to broadly outperform again after a tough year or two if the law of large numbers is catching up to them and margins have peaked" mistakenly assumes that something will not happen because (if his statement is factual) it has not happened before. The statement is also unreliable because it presumes that Apple's margins have peaked. Anyone following stocks is familiar with multiple peaks -- each of which seems distinctive, yet after five or so years, individual "peaks" can look much less significant. Nobody I know of accurately predicted Apple's initial ascent or its ups and downs for the past 18 months. The tech world is changing so fast and profoundly that it seems silly to make broad statements about what can or will happen.
    Feb 20 11:08 AM | 3 Likes Like |Link to Comment
  • The Ecosystems Play Is Expanding, Which Is Bullish For Apple [View article]
    Thanks for a good article that captures the value and growth possibilities of Apple's strong and expanding ecosystem. The world is being profoundly changed by the smartphone (especially the iPhone) and I suspect that Apple will benefit more than its competitors as systems and consumer demands evolve.
    Feb 18 05:58 AM | 6 Likes Like |Link to Comment
  • An Unknown ETF Investors Should Know About: Part 1 [View article]
    Yield for these smaller companies is expectedly lower, but I think their prospects are very good. I appreciate your writing the article.
    Feb 17 11:08 AM | Likes Like |Link to Comment
  • An Unknown ETF Investors Should Know About: Part 1 [View article]
    Thanks, Brad -- I came across your article after finding PSCE through an etf.db search and running PSCE against XLE and VDE in a Seeking Alpha portfolio screen. It's good to see your take on PSCE and its holdings intrigue me.
    Feb 17 08:50 AM | Likes Like |Link to Comment
  • Danger Zone: Schwab U.S. REIT (SCHH) [View article]
    For unspecified reasons, you write that some holdings are weak, and an etf that contains them is dangerous or very dangerous. Why post the article without offering the reader evidence and analysis to support such broad claims?
    Feb 14 09:14 AM | Likes Like |Link to Comment
  • A Small Skid At Old Dominion Isn't A Big Deal [View article]
    Perhaps it would under a system that effectively penalized analysts for inaccurate projections.
    Feb 14 08:55 AM | Likes Like |Link to Comment
  • A Small Skid At Old Dominion Isn't A Big Deal [View article]
    In spite of Old Dominion's raised earnings and raised income for the quarter, it was a disappointment ...? Weather along the East Coast was tremendously affected by storms that either blocked traffic or slowed it to a crawl. Already crowded roads were clogged, additionally, by holiday travelers. Under such conditions for Old Dominion even to match its performance a year ago would have been impressive; the company deserves credit for an exceptional performance.
    Feb 14 08:42 AM | Likes Like |Link to Comment
  • Yellen takes note of recent weak data [View news story]
    Thanks, Timbo, for the insightful suggestions about how much better things would be if you were in charge.
    Feb 11 12:23 PM | 5 Likes Like |Link to Comment
  • Bakken Update's 2014 Stock Picks: Fraccing Fluid Producers [View article]
    Nice article that provides a good background for understanding Flotek's place in its industry and the distinctions that can increase its presence and market share.
    Feb 11 10:35 AM | Likes Like |Link to Comment
  • General Motors - Traction In China [View article]
    I heartily agree.
    Feb 11 08:55 AM | 2 Likes Like |Link to Comment
  • Flotek Industries Announces Intent to Acquire SiteLark, LLC, Further Expanding its Enhanced Oil Recovery Initiatives [View article]
    Looks like a smart investment at a relatively low cost!
    Feb 11 07:56 AM | Likes Like |Link to Comment
  • GM China reports 12% sales gain for January [View news story]
    Nice and unsurprising news that ironically comes just after self-important Zacks trashed the stock yesterday.
    Feb 11 07:19 AM | 5 Likes Like |Link to Comment
  • Flotek Industries: A Look Ahead Of Earnings Monday [View article]
    Thank you for these insights into Flotek's history, distinctions, impressive progress, and future prospects. I hope that the new facility in Oman will be a stepping stone to much wider world access and involvement for Flotek.
    Feb 9 09:04 AM | Likes Like |Link to Comment
  • Improving Profile More Favorable For Stocks [View article]
    This was an articulate and perceptive article that clearly sets out the interesting way that you think through various data. Thanks for a good posting.
    Feb 8 08:29 AM | 1 Like Like |Link to Comment
  • Should Investors Steer Clear Of Hewlett-Packard's Dividend? [View article]
    "History has revealed that the best-performing stocks during the previous decades have been those that shelled out ever-increasing cash to shareholders in the form of dividends."

    It would be helpful to know your definition of "best performing stocks" and your support for such a broad claim.
    Feb 3 06:33 AM | Likes Like |Link to Comment