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  • Royal Bank of Canada beats by C$0.01, beats on revenue  [View news story]
    Beats on revenue by almost a billion dollars? Makes you wonder who's doing the estimates...
    May 28, 2015. 06:39 AM | Likes Like |Link to Comment
  • Futures flat after yesterday's drubbing  [View news story]
    More of your silly hype -- about a one percent drop is hardly a "drubbing."
    May 27, 2015. 07:29 AM | 4 Likes Like |Link to Comment
  • A Chilean Wine Producer You Missed Despite Its Size  [View article]
    I might not have thought about investing in wine makers had you not posted this nicely detailed article. For a number of years I have preferred Chilean and Argentinian wines for quality and value, although the Vina Concha y Toro wine that is available where I live is not as good as other brands I have tried from the region. Still, what you have written has prompted me to do some studying about investing in wine making. Thank you.
    May 24, 2015. 10:16 AM | 1 Like Like |Link to Comment
  • Substantial Upside Potential With This Unique ETF  [View article]
    I enjoyed, appreciated, and learned from your articulate and detailed article about BBC and some of the good comments that followed. Thank you for the posting and for the candor and respectfulness of your responses to comments.
    Long BBC & BBP
    May 22, 2015. 02:44 PM | Likes Like |Link to Comment
  • IBM: Hidden Value In Under-Utilized Industry Knowledge  [View article]
    Interesting and nicely presented perspective. Thanks.
    May 7, 2015. 03:26 PM | Likes Like |Link to Comment
  • Warren Buffett Still Loves IBM  [View article]
    Thanks for the article. Many investors seem to be overlooking how IBM's Watson technology, big data capabilities, and rapidly growing collaborations with Apple and major medical centers are likely to establish IBM in an opportunity to dominate a lucrative field that is just taking shape.

    It's worth adding, as well, that according to Seeking Alpha's portfolio screen, IBM's ROE is currently 98% and its ROA about 12%.
    May 6, 2015. 02:25 PM | 3 Likes Like |Link to Comment
  • Stocks ease higher on light volume  [View news story]
    Interesting! The market is often described as "slumping" in dropping 1%, but only
    "edg[ing] modestly higher in a quiet session" when rising 1% --
    May 4, 2015. 11:24 PM | Likes Like |Link to Comment
  • Orders for new railway tank cars plunge amid declining oil output  [View news story]
    It seems logical for people ordering railroad cars to wait to order until the new regulations are established, the system is tested, and the car producers and the purchasers have confidence that they have cars that will work well and shield them from liability claims.
    Apr 27, 2015. 02:22 PM | 1 Like Like |Link to Comment
  • 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 
    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
  • 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