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rcpatrick5443

rcpatrick5443
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  • Chicago Bridge & Iron slips on "creative accounting" allegation [View news story]
    Thanks for your Chicken Little assessment based on ... oh, yeah, what's it based on, again ...?
    Jun 17 01:53 PM | 3 Likes Like |Link to Comment
  • Premier Companies, But Overpriced Stocks - Part 1 [View article]
    According to FastGraphs, UNP is priced below its justified earnings level.
    Jun 11 03:52 AM | Likes Like |Link to Comment
  • Seeds of next crisis being sown? [View news story]
    "If these guys resist and bemoan poor credit quality, they will underperform their peers ... In the long run this is the road to the next crisis and ruination.”

    My nominee for the non sequitur of the year ...
    Jun 10 07:35 AM | Likes Like |Link to Comment
  • Doom & Gloom Sells [View article]
    I share your sense that it is important to look objectively at reasons for encouragement and optimism in investing while also acknowledging that U.S. and other economies perform less well than they could. Television and radio programs and simplistic media reporting pander with streams of second-guessing and contempt for government figures, programs, initiatives, and future prospects. On Seeking Alpha, the strongest attacks typically come without constructive criticism or explanation and support for programs or stances that would be superior to those that are criticized. Contempt is easy and obscures, I think, one's capacity to assess how things really are.
    Jun 8 03:19 PM | 3 Likes Like |Link to Comment
  • Here's Why I'm Investing In The United Arab Emirates And Why You Should Too [View article]
    Thanks for an interesting and very helpfully detailed article that added a lot to my appreciation for the area's investment potential. Although I lived in Egypt and have traveled in the Emirates, it only recently struck me that investing in the region made sense. I have already bought shares in GULF, and your article reinforces my view that it was a good choice. I appreciate the research and work that you put into this.
    Jun 7 01:04 PM | Likes Like |Link to Comment
  • Apple And Skyworks Are Both Heading Skyward [View article]
    I suspect that there are other implications, as well, for interconnectedness. One could involve wearables with alarm sensors that signal medical problems/issues to alert other(s) in the family, for instance, if someone suffers a sudden drop in blood pressure, is running a fever, or becomes unconscious. The sky's the limit ...
    Jun 6 11:31 AM | 4 Likes Like |Link to Comment
  • 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
COMMENTS STATS
717 Comments
1,232 Likes