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  • Cumberland goes underweight banks [View news story]
    Toddler whining from Cumberland ...
    Mar 2 02:28 AM | Likes Like |Link to Comment
  • The Select Dividend ETF Can Go Higher [View article]
    I trade through Charles Schwab and looked at all of the dividend etfs at ETF Database before choosing SCHD. Its performance is not quite as high, though still strong, but it has the lowest expense ratio and trades without a fee. Holdings and turnover rates are surprisingly varied among the dividend etfs.
    Feb 28 02:07 AM | Likes Like |Link to Comment
  • Stocks rise after Yellen calms jitters, S&P finally closes above 1,850 [View news story]
    Cash -

    What are your recommendations for economic policies that would be more successful than Yellen's?
    Feb 28 01:52 AM | 3 Likes Like |Link to Comment
  • Evidence That Apple Intends To Start Mobile Payment Processing [View article]
    Your good article sets out a credible scenario for Apple's making its way into a fast-growing and lucrative industry. I agree that iBeacons looks like a good prospect for at least part of the mobile payments initiative. Holding AAPL is not for the faint-hearted, but there are lots of signs that Apple is just getting started in productive creativity. For the long-term, the prospects look great.
    Feb 27 05:52 AM | 24 Likes Like |Link to Comment
  • Apple, GT Advanced Technologies, And The 'New' Vertical Integration [View article]
    Matt -- I enjoyed reading your article and admire your patience in responding to some of the needlessly unpleasant comments.
    Feb 27 02:19 AM | 3 Likes Like |Link to Comment
  • President Obama's Cutting Military Budget - Why Fiscal Policy Matters [View article]
    angkorwat --

    I respect and support people's decisions to invest as their consciences dictate. It would be great to live in a world without war, but funding an adequate defense seems responsible in the world as it is.
    Feb 25 11:11 AM | Likes Like |Link to Comment
  • President Obama's Cutting Military Budget - Why Fiscal Policy Matters [View article]
    Thanks for sharing this interesting and encouraging point of view. Aerospace/Defense R&D will not stop because of the cutbacks, and it's even possible that companies facing the constraints will use R&D funds in more efficient ways. Long XAR
    Feb 25 10:05 AM | Likes Like |Link to Comment
  • MasterCard: A Global Technology Stock For Every Long-Term Investor [View article]
    This was an especially helpful and valuable article by introducing lots of information that has been absent in SA articles about Mastercard and Visa. I think you're onto something big in focusing on how much growth lies ahead for MA in emerging economies.
    Feb 25 12:26 AM | Likes Like |Link to Comment
  • Apple buys app testing platform developer Burstly [View news story]
    Looks like an appealing acquisition -
    Feb 21 02:50 PM | 5 Likes Like |Link to Comment
  • Is The Airbus A350F The Cargo Airplane Of The Future? (Part 4) [View article]
    Interesting article! Thanks for bringing some good information and creative thought to this international competition.
    Feb 20 03:27 PM | 1 Like Like |Link to Comment
  • Apple lower on Barclays downgrade. Tesla's Musk confirms talks. [View news story]
    The theory Reitzes espouses in citing, "no precedent that large-size tech companies simply start to broadly outperform again after a tough year or two if the law of large numbers is catching up to them and margins have peaked" mistakenly assumes that something will not happen because (if his statement is factual) it has not happened before. The statement is also unreliable because it presumes that Apple's margins have peaked. Anyone following stocks is familiar with multiple peaks -- each of which seems distinctive, yet after five or so years, individual "peaks" can look much less significant. Nobody I know of accurately predicted Apple's initial ascent or its ups and downs for the past 18 months. The tech world is changing so fast and profoundly that it seems silly to make broad statements about what can or will happen.
    Feb 20 11:08 AM | 3 Likes Like |Link to Comment
  • The Ecosystems Play Is Expanding, Which Is Bullish For Apple [View article]
    Thanks for a good article that captures the value and growth possibilities of Apple's strong and expanding ecosystem. The world is being profoundly changed by the smartphone (especially the iPhone) and I suspect that Apple will benefit more than its competitors as systems and consumer demands evolve.
    Feb 18 05:58 AM | 6 Likes Like |Link to Comment
  • An Unknown ETF Investors Should Know About: Part 1 [View article]
    Yield for these smaller companies is expectedly lower, but I think their prospects are very good. I appreciate your writing the article.
    Feb 17 11:08 AM | Likes Like |Link to Comment
  • An Unknown ETF Investors Should Know About: Part 1 [View article]
    Thanks, Brad -- I came across your article after finding PSCE through an etf.db search and running PSCE against XLE and VDE in a Seeking Alpha portfolio screen. It's good to see your take on PSCE and its holdings intrigue me.
    Feb 17 08:50 AM | Likes Like |Link to Comment
  • Danger Zone: Schwab U.S. REIT (SCHH) [View article]
    For unspecified reasons, you write that some holdings are weak, and an etf that contains them is dangerous or very dangerous. Why post the article without offering the reader evidence and analysis to support such broad claims?
    Feb 14 09:14 AM | Likes Like |Link to Comment