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  • 3 Developments To Note [View article]
    Those interested in and wanting additional perspectives on Turkey's political situation may be interested in this blog link:
    Dec 26 04:26 AM | Likes Like |Link to Comment
  • Ensco Plc: 10% Undervalued With Significant Growth Ahead [View article]
    Thanks for a patient, clear, and detailed article that has helped confirm my decision to invest in ESV -- taking advantage of the recent drop in price and the good dividend.
    Dec 24 02:06 AM | 1 Like Like |Link to Comment
  • Berry Plastics: Buy The Products Or The Stock? [View article]
    This is a helpful posting and I have enjoyed following the way that you carefully, perceptively, and fairly, I believe, think through BERY's prospects.
    Dec 21 05:26 AM | Likes Like |Link to Comment
  • Aircastle Is Undervalued, But Offers High Yield And Promising Growth [View article]
    Just starting to look at AYR, I note that you cite a high dividend yield (SA lists it as 4.3%) without mentioning the 220% dividend payout ratio.
    Dec 21 05:05 AM | Likes Like |Link to Comment
  • Is American Axle Trading At A Discount To Its Intrinsic Value? [View article]
    I am impressed by the clear, patient, and fair-minded way that you present facts, opinions, and possible challenges in building a persuasive case for AXL's being undervalued. GM's ascending in a strengthening auto industry and economy helps AXL's prospects. This is one of the better articles I have read on Seeking Alpha.
    Dec 21 04:52 AM | Likes Like |Link to Comment
  • Is Berkshire Pick DaVita HealthCare The Perfect Wave? [View article]
    This interesting article nicely captures Berkshire Hathaway's ability to undertake a huge, timely investment while potential investors are waiting for reassurance about the corporation's ongoing profit stream and dependable growth. I think that you're right about DaVita's creative and enterprising transition into a wider and more promising Health market, and I suspect that you're correct, as well, that this will prove itself another smart and prosperous investment for Berkshire Hathaway.

    Your discussion might have been stronger, though, without overstatement: "When word of the reduction got out, it was like a nuclear hit to the dialysis industry. The news temporarily massacred both DVA and FMS. 2." A 5.9 % drop in DVA's stock price on July 2nd hardly represents a "nuclear hit" or a "massacre."
    Dec 19 12:34 PM | 1 Like Like |Link to Comment
  • IBM Accelerates High Value Cloud Adoption with Enterprise Clients in China [View article]
    Sounds like a great niche is opening for IBM with Chinese businesses.
    Dec 18 02:32 PM | Likes Like |Link to Comment
  • Manufacturing Growth And Capital Are Moving From China To Mexico [View article]
    I appreciate the interesting article and some colorful responses, and prefer that we stay focused on ideas and supporting information to preserve the quality of the discussion.
    Dec 17 09:29 AM | 1 Like Like |Link to Comment
  • Why I Continue To Invest In Apple [View article]
    Thanks for another very interesting, well-written, and uniquely helpful article that offers a sensible, actionable foundation for investing. While I find the concept of shorting stocks distasteful, your analysis helps me understand shorting as a response to a corporation's business structure that has become close to dysfunctional.
    Dec 13 03:55 AM | 1 Like Like |Link to Comment
  • Is IBM The Apple Of Enterprise Computing? [View article]

    While I'm sure that your son and other high scorers on the SAT are very capable, the SAT was developed to identify readiness to succeed in university education. In several respects, it does not do an exceptional job of achieving what it was designed to do. The high school record of success in demanding courses provides a better indicator of potential college success. Neither grades nor standardized tests can assess and capture a student's level of engagement -- which college faculty encounter infrequently, but prize above high test scores and grades. Bright, highly engaged, and imaginative students can be found in virtually all four-year and two-year institutions. The most selective colleges and universities have many such students, but many others go to institutions just as good as or better than the most selective ones. Recruiters with the confidence of their convictions who want to recruit the top talent consider prospects from a wide range of institutions -- as well as people like Steve Jobs who never finished his degree at Reed College.
    Dec 12 10:55 AM | 1 Like Like |Link to Comment
  • Apple iBeacons Poised To Legitimize Hardware-Based Indoor Location [View article]
    Thanks, StepUp, for the link to a great article. Is there a web site that will track these enterprises as they become available for public trading?
    Dec 11 01:32 PM | Likes Like |Link to Comment
  • Berkshire Hathaway Is Undervalued By 15% [View article]
    Thank you for a clear, detailed, and, in my opinion, appropriately upbeat assessment
    Dec 10 11:33 AM | 3 Likes Like |Link to Comment
  • Apple Vs. Samsung: A Free Cash Flow Clash Of The Titans [View article]
    Mycroft -- Thanks, again, for the fascinating article and the link that I look forward to checking.
    Dec 10 10:41 AM | Likes Like |Link to Comment
  • Apple Vs. Samsung: A Free Cash Flow Clash Of The Titans [View article]
    It was very interesting and helpful to be walked through your assessment system and to see the way that you identify buy, hold, sell, and short designations. Is there a way to access your list of companies at 7.5 and below? Thanks.
    Dec 10 01:52 AM | Likes Like |Link to Comment
  • Gilead Sciences: A Unique Stallion [View article]
    Thanks for the background information. I'm happily long GILD, but even more appreciative of the company after reading your good article.
    Dec 9 12:13 PM | Likes Like |Link to Comment