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rcpatrick5443

rcpatrick5443
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  • Driehaus Confident In Apple, Still His Top Pick [View article]
    Maybe he isn't wrong ...
    Mar 8 01:21 AM | 1 Like Like |Link to Comment
  • Why Apple's Brand And Product Quality Make The Stock A Strong Buy [View article]
    Thanks for making a nicely detailed and perceptive case. Some people seem so pre-occupied with fear that Apple's margins may drop that they miss the larger picture that Apple is likely to enjoy huge sales and profits for a long, long time. I'm glad that you posted this!
    Mar 7 01:21 PM | 4 Likes Like |Link to Comment
  • Apple, Samsung And Irrational Pessimism [View article]
    Thanks, Paul, for a fair-minded article. I respectfully disagree only with your claim, "Optimism surrounding the company has vanished ..." There are lots of us, I judge, who believe that in the long run, our investments in AAPL will pay off handsomely. The company is in very good shape, and the market will correct in its own good time. If Apple were not making excellent, popular devices as well as huge amounts of money, I would be cowed, too, by the drop in share price. Patience seems to be in short supply in the stock market, political affairs, and domestic and international dispute/conflict resolution. Your article helpfully reminds us that getting to the truth takes careful reading and thought.
    Mar 4 10:57 AM | 2 Likes Like |Link to Comment
  • Why Everyone Should Own Wells Fargo [View article]
    Thanks for a nicely balanced and detailed assessment that illuminates some of the banking sector, in general, while effectively advocating for the Wells Fargo Bank and its stock.
    Mar 3 11:04 AM | 1 Like Like |Link to Comment
  • Leave Apple's Cash Alone - It Will Need It Soon [View article]
    I enjoyed this perceptive assessment and I share your sense that Apple is best able to determine how to use its cash most effectively. Investors are hurting, and annoyed, and impatient, but they can be won back if Apple makes the smart play you describe.
    Feb 28 12:17 PM | Likes Like |Link to Comment
  • Downton Abbey And Canadian National Railway [View article]
    Thanks for the interesting and well-documented assessment of CNI. Also a fan of Canada, CNI, and Downton Abbey, I think I'll investigate the "Best Stocks Now" application, too.
    Feb 28 02:18 AM | Likes Like |Link to Comment
  • Why Apple's P/E Multiple Is An Anomaly [View article]
    Your analysis is welcome and compelling, and thanks for setting out the assessment so clearly and candidly. I share your plan to hold for the long term.
    Feb 27 11:11 AM | 7 Likes Like |Link to Comment
  • A Check-Up On Apple's Financial Condition [View article]
    Thank you for walking us clearly through these issues of financial health. I found the article very helpful.
    Feb 27 09:52 AM | 4 Likes Like |Link to Comment
  • Thriving Citizens Point To Regional ETF Opportunities With Healthy Returns [View article]
    Thanks for the good look at several interesting areas of investment where the quality of life is high. If you have not already read it, you might be interested in the book, The Geography of Bliss, that sets out to discover in each of its target countries whether people are truly happy and what makes them so.
    Feb 27 09:23 AM | Likes Like |Link to Comment
  • China Mobile: More Growth On The Way? [View article]
    Thanks for a good article that assesses candidly a good company with extraordinary prospects when its 4G and Apple become linked.
    Feb 27 08:32 AM | Likes Like |Link to Comment
  • Apple: When Negatives Can Be Positives [View article]
    Thanks for a really good, patient look at concerns and counterarguments.
    Feb 25 12:53 PM | Likes Like |Link to Comment
  • Rentech Nitrogen Partners - Do The Opposite Of What Dahlman Rose Recommends [View article]
    Thanks for your detailed posting. I don't know on what basis Dahlman Rose changed its rating, but its record on RNF suggests churning. F.A.S.T.Graphs shows RNF's current price is way below its earnings-justified valuation in a year of huge projected growth and with the growth rate continuing at over 12% per year for the next five years. I have tripled my holding.
    Feb 25 10:00 AM | 5 Likes Like |Link to Comment
  • Is Apple Just Boring? [View article]
    "[p]eople forget that tech stocks are all about who's got the most glam." I usually enjoy your postings, Ashraf, but when you start from such a ludicrous premise, there's little chance of salvaging an article.
    Feb 25 06:08 AM | 14 Likes Like |Link to Comment
  • ETF Chart Of The Day: iShares MSCI Australia [View article]
    Thanks for the article. While I'm interested in investing in Australia, I have not yet found a niche that feels right. I appreciate your posting.
    Feb 23 11:09 AM | Likes Like |Link to Comment
  • U.S. Silica's Unusual Market Activity Generates Attractive Entry Point [View article]
    Thanks for this interesting and helpful background on SLCA and its continuing and future markets. You make the case effectively for its barriers to new competitors.
    Feb 23 01:37 AM | 1 Like Like |Link to Comment
COMMENTS STATS
378 Comments
557 Likes