Send Message
View as an RSS Feed
  • Statoil cancels rig contract 13 months early  [View news story]
    These sound like prudent steps.
    Jun 24, 2015. 11:30 AM | 2 Likes Like |Link to Comment
  • Why Owning Blackstone Group LP Is A Risky Proposition  [View article]
    I have not read an SA article in which a writer appears so conflicted, and I'm not sure what inspired you to write about a stock that strikes you as worth warning others about while simultaneously saying that it is the first stock you would buy "at the onset of a new investment cycle." Are you expecting such a cycle to be broadly announced?
    Jun 24, 2015. 10:47 AM | 1 Like Like |Link to Comment
  • Stock Purchase: Copa Holdings  [View article]
    I think that you're right about value and that you have made a very good deal.
    Jun 24, 2015. 09:21 AM | 2 Likes Like |Link to Comment
  • The U.S. Stock Market Will Charge Higher  [View article]
    I regret that some comments are dismissive and a bit unfriendly. I enjoyed and was intrigued to think about your sense of the current market and agree that a correction will not necessarily come from, as you say, "rate rises ... done gradually and ... aligned with economic growth."
    Jun 20, 2015. 11:51 AM | 3 Likes Like |Link to Comment
  • IBM: A Comment On Price Vs. Value  [View article]
    It is interesting and encouraging to follow your line of reasoning, and I thank you for a very clear presentation. I am investing in the suspicion that IBM's best days lie ahead.
    Jun 19, 2015. 12:16 PM | 8 Likes Like |Link to Comment
  • Wimbledon and IBM Push Digital Boundaries to Enhance Fan and Player Engagement 
    An interesting initiative for IBM and mobile technology that could be adapted to virtually all other sports.
    Jun 18, 2015. 10:17 AM | Likes Like
  • 2015's Trendless Markets Make It Hard For Investors  [View article]
    I see the dynamics quite differently. Value can be established in numerous ways and persists even as prices vary, while "trends" are typically short-lived. Preoccupation with a stock's price sets up investors for increased trading costs as they frequently redeploy to try to take advantage of the trend du jour. Value investors look for new value propositions while resisting the noise of this or that supposed trend. By the time media identify a "trending stock," it may no longer constitute an attractive investment.
    Jun 18, 2015. 07:18 AM | Likes Like |Link to Comment
  • Statoil cautiously optimistic over Bay du Nord potential  [View news story]
    As prices normalize, Statoil is setting itself up for exceptionally strong future supplies of oil. Long STO
    Jun 17, 2015. 03:11 PM | Likes Like |Link to Comment
  • Portfolio Report Card: A $1.23 Million Portfolio Built On The Wrong Foundation  [View article]
    This posting that offers little substance seems to be intended to attract new clients. It starts with three banal and illogical sentences, "From an observer's viewpoint, the individual with a good sized investment portfolio (say above $1 million) doesn't have much to worry about. They've got lots of money and that's all that matters. Unfortunately, this misinformed view isn't just dead wrong, but it incorrectly presumes the person with a large portfolio has done everything right."

    It goes on to criticize the client's investment choices without offering and supporting what the author's recommendations would be and how and why they would be superior.
    Jun 17, 2015. 02:15 PM | 6 Likes Like |Link to Comment
  • Wheels Coming Off In Canada  [View article]
    It makes sense that Canada's export demand would be down due to exceptional troubles globally, but your statistics don't make a case for major concern. There just isn't enough in your posting to build an argument, and scarily pointing to a 7% drop in manufacturing sales comes across as hype to camouflage a small idea.
    Jun 17, 2015. 10:02 AM | 1 Like Like |Link to Comment
  • How Greece Could Force Germany Off The Euro  [View article]
    Peter -- I think that it is healthy to speak your mind, but I find your whole statement nonsensical. The people I have met in Athens and in the islands near my home are friendly, compassionate, good-humored, hard-working, and generous. Calling Greeks communistic is outrageous and wrong. I hope that you will do some reading, thinking, and, perhaps, traveling to disabuse yourself.
    Jun 17, 2015. 09:49 AM | Likes Like |Link to Comment
  • The Incomplete Response Letter  [View article]
    Very sensible. Thanks for the posting.
    Jun 16, 2015. 03:20 PM | Likes Like |Link to Comment
  • How Greece Could Force Germany Off The Euro  [View article]
    This is an amazing story which you present in an unusually clear and articulate manner. Very interesting and helpful, and quite different from current media accounts. Thanks and congratulations.
    Jun 15, 2015. 06:04 AM | 5 Likes Like |Link to Comment
  • IBM to invest 'hundreds of millions’ in free data technology  [View news story]
    Interesting ... I'd like to learn more about this in terms of technology and a business plan.
    Jun 15, 2015. 03:16 AM | 1 Like Like |Link to Comment
  • The Market For 'Lemons': A Lesson For Dividend Investors  [View article]
    This article worked its way very clearly and helpfully through an important concept that I had not understood sufficiently. Congratulations on an excellent posting and an exemplary piece of writing.
    Jun 12, 2015. 08:52 AM | 2 Likes Like |Link to Comment