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  • Weighing The Week Ahead: Time For An Upside Breakout? [View article]
    Thank you, Jeff, for your series of eagerly-awaited postings that you present with balance and a sense of humor in a thoughtful and articulate way. Very interesting and helpful!
    Apr 26, 2015. 11:51 AM | 3 Likes Like |Link to Comment
  • Breaking The PR Mold For Apple Watch [View article]
    With Apple's understandable concern about avoiding leaked information, producing commercials in-house seems a smart step. They have hired enough people with high-end product experience to have a good foundation for their own department.
    Apr 25, 2015. 11:09 AM | Likes Like |Link to Comment
  • Magna International: Significantly Undervalued With Strong Growth [View article]
    Thanks for the good article. I'm very happy investing in MGA with its bright prospects in supplying many automobile manufacturers as people fix up aging vehicles or buy new ones.
    Apr 24, 2015. 11:46 PM | 2 Likes Like |Link to Comment
  • Bank of Mom and Dad Expected to Fund Nearly Half of Upsizers and First-Time Buyers: BMO Report [View article]
    I appreciate this intriguing information and am interested to learn how much new home buyers and upsizers are depending on parents to help them pay for their new or upgraded residences. How much is known about parents' ability and willingness to finance such projects?
    Apr 23, 2015. 08:18 AM | Likes Like |Link to Comment
  • Apple: LinX Acquisition Addresses A Hardware Risk [View article]
    "the market already is discounting this news as they probably believe that Chinese handset makers can easily catch up to AAPL."

    A guess turned by magic into a probability.
    Apr 18, 2015. 01:10 PM | 3 Likes Like |Link to Comment
  • Berkshire Hathaway: A Discounted Owner Earnings Analysis Of Value [View article]
    I generally share your assessment of Berkshire Hathaway's likely future value although the data used to project it involves lots of guesses.
    Apr 15, 2015. 12:27 PM | 3 Likes Like |Link to Comment
  • Cowen sees tough year for railroad stocks [View news story]
    This near-gibberish from Cowan & Company doesn't bother distinguishing between segments of "the railroad industry" or assessing reasons for optimism for rail car producers and companies that will be extraordinarily busy (with huge backlogs) in upgrading tank cars to meet what seem certain to be much stricter standards.
    Apr 14, 2015. 10:01 AM | 3 Likes Like |Link to Comment
  • Breaking The PR Mold For Apple Watch [View article]
    I like your article and agree that Apple is playing a highly targeted, long game in the process of making tech more appreciated and widely admired and sought-after. It was not so long ago that numerous commenters were grumbling about how Apple was no longer producing the "wow" products. I suspect that there are many more substantial projects underway that will continue Apple's working effectively to reach high-end customers without turning its back on mainstream clients.
    Apr 13, 2015. 10:55 AM | 6 Likes Like |Link to Comment
  • Israel ETF pops on Perrigo bid [View news story]
    Thanks for the interesting posting. Long PJP.
    Apr 9, 2015. 12:23 AM | Likes Like |Link to Comment
  • Berkshire mobile homes unit accused of predatory tactics [View news story]

    Thanks for posting the Clayton statement. Fair conclusions can be drawn after specific allegations are made, contested, investigated, and both sides have been heard. We've had recent jumping to conclusions in journalism with a prime example being the now-retracted Rolling Stone Magazine article about date rape at the University of Virginia. Let's let the inquiry proceed and hope that all the facts come out.
    Apr 6, 2015. 12:38 PM | Likes Like |Link to Comment
  • NYT mobile news app reportedly going free [View news story]

    Because the NYT is widely considered the best-written newspaper in the world, I'll guess that your comment indicates that you disagree with the NYT's editorial positions or cannot forgive the paper's not having a comics section.
    Apr 4, 2015. 09:19 AM | Likes Like |Link to Comment
  • Copa Airlines: Finding Value In LatAM Airlines [View article]
    Thanks for a perceptive, articulate, well-supported, and helpful article.
    Apr 1, 2015. 09:26 AM | 4 Likes Like |Link to Comment
  • Five Reasons To Invest In India [View article]
    Thanks for the article. I am long INCO and INXX, and chose SMIN over SCIN. I'd be interested to hear your reasons for preferring SCIN.
    Mar 18, 2015. 10:55 AM | Likes Like |Link to Comment
  • Five Reasons To Invest In India [View article]
    konihug - I am interested to hear what regions for investment you have discovered where corruption is not an issue.
    Mar 18, 2015. 10:52 AM | 1 Like Like |Link to Comment
  • Biotech Weekly: The XBI-IBB Performance Gap YTD And A Benchmarking Discussion [View article]
    I like your approach and the quality of your illustrations and argument. In the breadth of investment options in health/biotech/genome/... stocks, it is beyond my science knowledge and ability to do the voluminous reading to keep up with individual stocks in assessing which have and can maintain competitive advantages. Focusing, instead, on etfs seems more rewarding financially and involves less trading while better enabling me to sleep soundly. I chose XBI over IBB for its greater small-cap coverage. By investing, as well, in FBT, PBE, RYH, VHT, XHS, XLV, and XPH, I accept some overlap to gain reasonably comprehensive coverage of a field that no single etf offers.
    Mar 17, 2015. 09:24 AM | 1 Like Like |Link to Comment