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  • 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
  • A Small Skid At Old Dominion Isn't A Big Deal [View article]
    Perhaps it would under a system that effectively penalized analysts for inaccurate projections.
    Feb 14 08:55 AM | Likes Like |Link to Comment
  • A Small Skid At Old Dominion Isn't A Big Deal [View article]
    In spite of Old Dominion's raised earnings and raised income for the quarter, it was a disappointment ...? Weather along the East Coast was tremendously affected by storms that either blocked traffic or slowed it to a crawl. Already crowded roads were clogged, additionally, by holiday travelers. Under such conditions for Old Dominion even to match its performance a year ago would have been impressive; the company deserves credit for an exceptional performance.
    Feb 14 08:42 AM | Likes Like |Link to Comment
  • Yellen takes note of recent weak data [View news story]
    Thanks, Timbo, for the insightful suggestions about how much better things would be if you were in charge.
    Feb 11 12:23 PM | 5 Likes Like |Link to Comment
  • Bakken Update's 2014 Stock Picks: Fraccing Fluid Producers [View article]
    Nice article that provides a good background for understanding Flotek's place in its industry and the distinctions that can increase its presence and market share.
    Feb 11 10:35 AM | Likes Like |Link to Comment
  • General Motors - Traction In China [View article]
    I heartily agree.
    Feb 11 08:55 AM | 2 Likes Like |Link to Comment
  • Flotek Industries Announces Intent to Acquire SiteLark, LLC, Further Expanding its Enhanced Oil Recovery Initiatives [View article]
    Looks like a smart investment at a relatively low cost!
    Feb 11 07:56 AM | Likes Like |Link to Comment