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  • WisdomTree Middle East Dividend Fund: Reaching For Yield Can Be Dangerous [View article]
    In my opinion, the recent experience of the GULF etf and that region's banks is more reflective of investor jitters than fundamental weakness. Unrest in Egypt, Iraq, Iran, Israel, Libya, Palestine, Syria, Turkey, and the Ukraine generates understandable concern and especially fear of disruption in energy processing and shipping. As tension dissipates, Gulf commerce will flourish again -- as it has been doing in spite of regional volatility for hundreds of years.
    Jun 28, 2014. 05:54 AM | Likes Like |Link to Comment
  • Delphi Automotive Offers 30% Upside In 2014 [View article]
    Thanks for the detailed, interesting, and helpful analysis.
    Jun 25, 2014. 08:19 AM | Likes Like |Link to Comment
  • How Price-Sensitive Are's Customers? A Tale Of Two Tablets [View article]
    Thanks for a good and eye-opening article with relevant illustrations from Amazon. I had not thought before about price sensitivity, but you make a good case that it's important for assessing Amazon's prospects in selling high-end technology.
    Jun 22, 2014. 12:22 PM | 1 Like Like |Link to Comment
  • The Desire to Meet Energy Demand Is Hampered by Weak Political Will [View article]
    Your take seems to be that because things haven't changed, then they won't. Combining this shallow thought with a snide style leads to an unsurprisingly bleak outlook and some weak writing,

    "The first 30 or so pages of the report elicit a heavy sigh."

    "While the basis of the study is well-worn territory, the authors do eventually move into solutions, which are centered on government action (with a side order of energy efficiency)."

    "The report is Pollyannaish in its suggestions, because, realistically, these changes to government policy have been kicked around for the past few years, and in some cases decades, with little to no movement."

    Much more helpful would have been your taking a position and helping the reader appreciate what could be gained through changes in energy and taxation policies, what valuable qualities or balances might be negatively affected in the process, and what stands in the way of exerting the political will to make valuable changes.
    Jun 20, 2014. 09:28 AM | Likes Like |Link to Comment
  • Apple, Starbucks, Fiat Caught In EU State Aid Investigation [View article]
    I appreciate your acknowledging that Apple will continue to be in good shape, but I take issue with your title. The EU is investigating countries that appear to be charging unfairly low taxes -- Apple is mentioned only because it pays a 2% tax in Ireland.
    Jun 18, 2014. 01:40 PM | 3 Likes Like |Link to Comment
  • MFA Financial Has Returned 25% In 1H 2014 - This 9.5% Dividend Payer Is Still Attractive [View article]
    Thank you for a clear and detailed assessment.
    Jun 18, 2014. 07:06 AM | 2 Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 01:35 PM | 1 Like Like |Link to Comment