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  • Rewriting The Alternate Futures [View article]
    "This chart is quite a bit different from the version we were previously presenting with our weekly comments." But we'll have confidence that this time you've got it right.
    Mar 12, 2014. 03:34 AM | Likes Like |Link to Comment
  • Apple Outspends Google On Acquisitions In 2013 [View article]
    Thanks for this interesting and readable overview of Apple acquisitions that have promise for the development of some excellent innovations and devices.
    Mar 11, 2014. 06:59 AM | 4 Likes Like |Link to Comment
  • Has Commercial Bank Lending Peaked? [View article]
    "It's too soon to say if this is a troubling sign, a lull before the pace picks up, or just a moderating expansion that's otherwise a healthy rate of growth." That sounds reasonable.
    Mar 10, 2014. 11:44 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Another Long-Term Sell Signal Worth Noting [View article]
    "The key takeaway here is that this particular sell signal tends to be either VERY right - or - just plain wrong." Thanks for the heads-up!
    Mar 10, 2014. 11:40 AM | 1 Like Like |Link to Comment
  • U.S. Treasury Forecast: Forward Rates, The 8.00% Scenario, And The Japan Scenario [View article]
    "three of the infinite number of scenarios that could come about"

    So noted.
    Mar 10, 2014. 11:36 AM | 1 Like Like |Link to Comment
  • Apple Significantly Undervalued Compared To Google [View article]
    Thanks for the clear and powerful illustration of Apple's phenomenal generation of FCF.
    Mar 5, 2014. 09:55 AM | 16 Likes Like |Link to Comment
  • The Stone That Brings Down Goliath? Richmond And Eminent Domain [View article]
    Although I have money to lose in XLF, I'd still like to see the banks held to account for fraud and dealings in bad faith. This was a powerful and important posting and I thank you for setting out the information so clearly.
    Mar 3, 2014. 03:13 PM | 4 Likes Like |Link to Comment
  • Apple's Haunted Empire [View news story]
    If those are the highlights, I suspect that Haunted Empire will be read by fewer than ten people.
    Mar 2, 2014. 09:48 AM | 7 Likes Like |Link to Comment
  • Cumberland goes underweight banks [View news story]
    Toddler whining from Cumberland ...
    Mar 2, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 10:05 AM | Likes Like |Link to Comment