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rcpatrick5443

rcpatrick5443
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  • The January Barometer? It works [View news story]
    And you left out the indicators of someone spotting a snake or hearing a squirrel cough ...
    Jan 6 12:02 PM | 3 Likes Like |Link to Comment
  • After Nearly 50% Gains In 2013, An Aerospace & Defense Look At 2014 [View article]
    An interesting and nicely-written article. I am guilty as charged for selling my shares in GD, LMT, NOC, and RTN. Yet the political dysfunction was just as bad as expected!
    Jan 6 10:33 AM | Likes Like |Link to Comment
  • The Gilead Rebuttal [View article]
    Thanks for a very detailed, clear, and informative article that I found extremely helpful.
    Jan 6 10:19 AM | 1 Like Like |Link to Comment
  • Buffett Is Benefiting From U.S. Rails, You Should Too [View article]
    I think that you're right about the good prospects for railroads, but mistaken about thinking that trucking will not also thrive. With the U.S. economy strengthening and Industrials being singled out by Charles Schwab as one of the top sectors for 2014, this should be a great year for lots of transportation stocks.
    Long ARII, GLOG, GLNG, NSC, OILT, ODFL, SWFT, TRN, UNP
    Jan 3 02:45 PM | Likes Like |Link to Comment
  • How Is Tim Cook Doing Taking Over From The Legendary Steve Jobs? [View article]
    hka2012 --

    I don't know where you're getting your numbers. Seeking Alpha does not provide statistics for Samsung, but on Morningstar, its 2012 ROE is 22.5% -- AAPL's current ROE (from Seeking Alpha) is 30%.
    Jan 2 11:47 AM | 4 Likes Like |Link to Comment
  • How Is Tim Cook Doing Taking Over From The Legendary Steve Jobs? [View article]
    Thanks for putting together the interesting parallel. As I recall, Jobs got to run Apple independently; Cook deals with a much larger and more international company while coping with millions of backseat drivers.
    Jan 2 08:52 AM | 14 Likes Like |Link to Comment
  • Transocean: Brighter Days Ahead In 2014 [View article]
    A good article and properly encouraging case for RIG -- which has impressed me, as well, for its intelligent and disciplined management. Thanks for the posting.
    Jan 1 10:19 AM | Likes Like |Link to Comment
  • Huntington-Ingalls Is Up 58% Since We Wrote About It In June, And It's Still Attractive [View article]
    A good article and properly optimistic, I think.
    Dec 31 10:05 AM | Likes Like |Link to Comment
  • Apple Is Just 1 Year Away From Becoming A 'Boring' Dividend Income Stock [View article]
    Retired Lady --

    Imagine the resumes ...
    Dec 29 03:51 PM | Likes Like |Link to Comment
  • Apple: It's A Matter Of What, Where And Why [View article]
    We are very fortunate that you patiently and thoughtfully prepare these detailed, clear, and comprehensive reports. Thank you for your important work in informing the Seeking Alpha community about AAPL activities, sales trends, and your best thinking about what's to come and in what light it might best be understood.
    Dec 29 07:56 AM | 10 Likes Like |Link to Comment
  • Acadia: The Best Hope For Parkinson's Psychosis Sufferers [View article]
    You make an excellent and, I believe, fair-minded case for Acadia and Pimavanserin that should be heartening for those who suffer Parkinson's Disease and their caregivers as well as for potential investors. Thanks for a great article.
    Dec 28 03:29 AM | 2 Likes Like |Link to Comment
  • 3 Big Things To Expect From Apple In 2014 [View article]
    Credible and nicely described. I share your sense that Apple should stay focused on its own agenda rather than Icahn's.
    Dec 27 02:09 PM | 18 Likes Like |Link to Comment
  • Fortress looks to raise $1.9B for infrastructure fund in Japan [View news story]
    This sounds especially promising as much-needed infrastructure capital for Japan that offers pension fund investors a better return than they can currently find in government bonds.
    Dec 27 07:33 AM | Likes Like |Link to Comment
  • Apple Is Just 1 Year Away From Becoming A 'Boring' Dividend Income Stock [View article]
    This was lively reading with its shifts in verb tenses, switches from first-person narration (I) to third-person (the author), and brief passage where you both deny further Apple new products and assure us that new products are on the way,

    "I do not expect that more new products will be introduced in the following years. Therefore, all the arguments which support Apple as a growth stock will disappear. Apple already extended their market with the China Mobile deal and the company is likely to introduce new products next year."
    Dec 26 04:26 PM | 1 Like Like |Link to Comment
  • 'Buffett's Alpha' Misses The Real Source Of Growth In The New Berkshire Hathaway [View article]
    Thanks for the good article and interesting discussion about "optimal" capital allocation offering an important insight into Berkshire Hathaway's investment system and how the piston-like mechanism creates something akin to a perpetual motion device morphing the organization more into an operating company than an investment one. I'm glad to be going along for the ride.
    Dec 26 09:37 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
632 Comments
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