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rcpatrick5443

rcpatrick5443
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  • Digesting WWDC: Cloudy [View article]
    Thanks for a very interesting and well-written posting that I found helpful in understanding and appreciating Apple's developing technical structure and its stance vis a vis android and Google. I especially appreciated your objectivity and your clarity in expressing some (to me) complex functions and parallels.
    Jun 5 04:45 AM | 13 Likes Like |Link to Comment
  • The Nifty Fifty Market [View article]
    I appreciate the part of the article that deals with the disparity in returns between small caps and the "nifty fifty." You have not made a case, though, to support your statements "The larger, institutional players are systematically rotating out of illiquid small caps names and hiding in names with the highest liquidity. They are, at the very least, anticipating a more difficult market environment to come, and likely something more severe."
    Jun 5 01:30 AM | Likes Like |Link to Comment
  • Texas Jury's Anti-Fracking Verdict Could Create Problems For Oil And Gas Producers [View article]
    The key to this issue is credible and persuasive evidence tying the illnesses to the fracking process. It is not clear from the article what was alleged and what influenced the jury to find for the complainants. If there are provable links between the Texas fracking and specific toxicity and injury, then the whole industry -- wherever located -- using that process could be at risk.
    Jun 4 01:35 PM | 1 Like Like |Link to Comment
  • iBeacon to be unveiled at San Francisco Developers Conference [View news story]
    Thanks for the interesting posting. I suspect that the impact of iBeacons will be more diverse and valuable than people currently estimate.
    Jun 2 06:40 AM | 5 Likes Like |Link to Comment
  • At The Right Price, Apple, Amazon, And Google All Offer Strong Long-Term Value For Investors [View article]
    The article makes a large number of guesses which it magically transforms into assumptions before tabulating them against each other as though they were data and attempting to draw investing conclusions. Wow! What speculation can produce!

    My favorite part is where you cite Amazon's current P/E as 485 times earnings and then give it a P/E of 35. What fun you're having!
    Jun 1 10:25 AM | 2 Likes Like |Link to Comment
  • Today's Market: A Return To Momentum Investing? [View article]
    It is always interesting reading your calm, candid take on investing. Thanks.
    May 30 12:43 PM | Likes Like |Link to Comment
  • India - The Week After The Party [View article]
    Thank you for a very helpful social, political, and economic overview. What is your view of Modi's administration's likelihood of making progress in dislodging corruption as it works to "reignite the economic engine"?
    May 30 08:56 AM | Likes Like |Link to Comment
  • A Global Multi-Asset ETF Yielding Over 6% [View article]
    ETFDB lists GYLD's AUM at 140 Million --
    May 29 01:33 PM | Likes Like |Link to Comment
  • Why I Bought Guangshen Railway [View article]
    Thanks for a good and timely article. GSH looks appealing for all of the reasons that you set out, and it could play a significant role in China's increasing need to strengthen its infrastructure.
    May 28 12:13 PM | 1 Like Like |Link to Comment
  • No Keystone XL would raise economic, public health costs [View news story]
    I have a different take on the issue. Railroads will continue to carry a great deal of oil -- even if many more pipelines are built out. New regulations are already initiated for safer rail transport of oil, and compliance will leave us with safer transport and lots of additional contracts for rail car manufacturers.

    In two cases in 2014 there have been oil spills from U.S. pipelines -- illustrating clearly that people are probably mistaken in assuming that oil transportation by pipeline will be much safer than transport via rail:

    Hiland Crude Pipeline Spills Oil Near Alexander, ND
    http://huff.to/S3c7wc...
    Hiland Crude Pipeline Spills Oil Near Alexander, ND. AP | by JAMES MacPHERSON. Posted: 03/21/2014 2:03 pm EDT Updated: 03/21/2014 2:59 pm EDT.

    50,000 gallons of oil spills on Los Angeles streets - National ...
    globalnews.ca/news/......
    May 15, 2014 - The Los Angeles Fire Department says a ruptured oil pipe near the ... oil spill onto streets covering an area of about a half-mile May 15, 2014, ...

    If you add the challenges to adding pipelines of land cost, community disruption, and environmental damage from accidental or other spillage, transporting oil by pipeline may be no more appealing than by rail.
    May 24 09:35 AM | 1 Like Like |Link to Comment
  • 11 Attractive Canadian Dividend Growth Stocks To Buy Now [View article]
    Chuck -- Finning International Inc. (OTCPK:FINGF)

    I neglected to include the Over-the-Counter part because I thought that it was understood.
    May 23 01:43 PM | Likes Like |Link to Comment
  • 11 Attractive Canadian Dividend Growth Stocks To Buy Now [View article]
    Thanks for another nicely presented and very useful posting. FINGF will fit very well into a group of holdings for infrastructure. Your articles are always interesting and worth reading.
    May 22 02:27 PM | Likes Like |Link to Comment
  • Small caps resume slide [View news story]
    Dick's Sporting Goods may have mostly itself (rather than U.S. economics and weather) to blame for disappointing quarterly results. In my visits last summer in suburban Boston, three stores were understaffed and dysfunctional. You would think that in the ultra-competitive athletic equipment business, ensuring that customers enjoyed an effective and cordial shopping experience would be crucial. I watched potential customers wait 40 minutes for someone to wait on them in one store -- where there were no clerks in sight -- before giving up in disgust. The store manager, handling the only cashier's lane, resented my comment that the store seemed to be turning people away in moods that made it unlikely that they would shop there again.
    May 20 10:25 AM | 1 Like Like |Link to Comment
  • Abenomics Revisited: Finding Value In Japan [View article]
    I appreciate this specific, fair-minded article. Very helpful!
    May 15 05:26 AM | Likes Like |Link to Comment
  • Why Buying Beats Audio Is A Good Deal For Apple [View article]
    I think that the article's analysis is perceptive. Even though Apple could acquire a maker of better headphones, it can also use its supplier chain to make its acquired headphones cheaper to manufacture while using its technical expertise to make the headphones much better and completely in sync with Apple products. While it seems that Apple could have bought a suitable company for less, I'm convinced that Apple looks carefully at its acquisitions and probably has sound reasons for the purchase.
    May 12 12:01 PM | 8 Likes Like |Link to Comment
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711 Comments
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