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  • How Berkshire Hathaway's Todd Combs And Ted Weschler Performed Relative To The S&P 500 In 2014 [View article]
    So the author doesn't know precisely which stocks were investments of Combs and Wechsler, settles for calling 16 stocks "highly likely" to have been investments of Mr. Combs and Mr. Weschler, and goes ahead in judging the two's performance against the S&P 500 assuming that the positions remained the same during the fourth quarter. Not a great day for journalism ...
    Jan 6, 2015. 02:00 PM | 17 Likes Like |Link to Comment
  • Copa Holdings: Set For Takeoff In 2015 [View article]
    Thanks for a perceptive article that justifies taking the long view on Copa Airlines.
    Jan 4, 2015. 12:51 AM | 1 Like Like |Link to Comment
  • Greenbrier: 3-Point Strategic Plan Launched 3 Years Ago Is Bearing Fruit [View article]
    This is an excellent report -- clear, well-written, detailed, fair-minded, and, in my opinion, properly enthusiastic. I share your sense of optimism about growth for Greenbriar as new strength and safety regulations go into effect for rail cars. Locating a Greenbriar facility in Mexico also makes sense and anticipates increases in regional and trans-Pacific trade moving into North America through South and Central America and the Mexican corridor when larger cargo vessels can be accommodated. I bought GBX shares last week, and the rising share price suggests that many investors agree with your forecast.
    Dec 30, 2014. 07:58 AM | Likes Like |Link to Comment
  • Why Bank Of America Should Trade For $22 In 2015 [View article]
    Value George --

    I think you've hit on the key issue: has the culture changed which led the Bank of America into huge fines for illegal conduct? I admire Josh Arnold's trying to look at the brightest available side, but there's nothing in his article that suggests that the Bank of America acknowledges -- much less is contrite about -- its self-concerned and unethical actions.
    Dec 29, 2014. 01:39 PM | 1 Like Like |Link to Comment
  • Dow Chemical: A Buy, Hold, Or Sell At $46? [View article]
    Thanks for the interesting look at DOW. I anticipate that a rising economy will significantly improve the company's prospects and am pleased to learn about the divestments which should make Dow nimbler and more competitive. DOW's growth projections and the recovering economy led me to buy shares recently.
    Dec 29, 2014. 01:22 PM | 2 Likes Like |Link to Comment
  • Paccar - Great Business, Strong Performance, Wait For A Sell-Off Before Picking Up Shares [View article]
    Yes -- Price-fixing, and I read that Daimler has set aside $748 million with that potential fine in mind. The investigator has so far said that settling with each truck maker is unlikely -- she'll go for the fines. I think it likely that all the companies will get past the financial penalty, and the negative publicity and fines may bring their stock prices down into a more affordable level.
    Dec 23, 2014. 01:08 PM | Likes Like |Link to Comment
  • Paccar - Great Business, Strong Performance, Wait For A Sell-Off Before Picking Up Shares [View article]
    Thanks for a good and fair-minded article.
    Dec 23, 2014. 12:52 PM | 1 Like Like |Link to Comment
  • Russia Has Come A Long Way From The 1998 Default [View article]
    Thanks for your good article that makes clear the substantial differences for Russia's economy in 2008 and today. Numerous people commented on SA that sanctions would have little effect, but they appear to have put substantial pressure on Putin that he has so far been unable to mitigate -- leaving him frustrated, angry, and embarrassed, and prompting him to throw his weight around with some naval and air force adventures that I suspect he hoped would intimidate those applying the sanctions. It faces difficulties now, but Russia's economy will recover.
    Dec 21, 2014. 01:08 AM | 6 Likes Like |Link to Comment
  • Ignore ETF Expense Ratios? Maybe [View article]
    Your good and perceptive article is especially interesting to me after reading about some new genome etfs that offer no information about the funds' holdings, nothing about the funds' dividend yields, but .95% expense rations for each! Obviously, because the funds are new, the company does not know what its expenses will be, but they've pulled high ERs out of the air to start the process.
    Dec 18, 2014. 12:56 PM | Likes Like |Link to Comment
  • Barclays: 8% Yield For The Patient Investor By 2016 [View article]
    Your assessment seems highly optimistic, but I hope that you are correct and that Barclays is as committed as you believe to accountability and performance.
    Nov 29, 2014. 08:41 AM | 1 Like Like |Link to Comment
  • Stock Picking Grades For Large Cap Blend Style Fund Managers [View article]
    While it is nice to see SCHD praised (long SCHD), it is ultimately not satisfying because the compliment arises in an article that irresponsibly claims that some etfs and mutual funds are investing in "bad stocks" while neglecting to define and then support the appropriateness of its criteria for "good" or "bad" stocks.
    Nov 18, 2014. 10:03 AM | Likes Like |Link to Comment
  • Copa Holdings Announces Monthly Traffic Statistics For October 2014 [View article]
    Thanks for the timely update that reaffirms the healthy business of this oversold company whose stock has suffered because of investor fears about Venezuela's fiscal problems.
    Nov 18, 2014. 12:23 AM | Likes Like |Link to Comment
  • Duke Energy to remove coal ash from four North Carolina sites [View news story]
    And where will Duke put it?
    Nov 13, 2014. 11:49 AM | Likes Like |Link to Comment
  • Comparing America's 3 Largest Hotel/Motel REITs [View article]
    Very interesting and helpful. Thanks.
    Nov 10, 2014. 09:40 AM | Likes Like |Link to Comment
  • Power REIT Lawsuit: Nearing A (Disappointing) Finish? [View article]
    Thanks for the interesting and colorful background to this lawsuit.
    Oct 31, 2014. 03:28 PM | 2 Likes Like |Link to Comment