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  • The 'Something For Nothing' Society [View article]
    Tampat -- I think that her central point is that if we want quality, we should be prepared to pay for it. She's right, and the decline of journalism into claim versus counter-claim (which we often get on Seeking Alpha) is, in part, a result of consumers' not paying -- leaving journalistic organizations to cut corners and oversimplify to the point that virtually nothing can or should be taken at face value. We are on a descending staircase of journalistic truth and integrity and the lack of knowledge of the general public eloquently testifies to that. Since I doubt that you believe that this or the next US Government will significantly change the equation, I'd be interested in learning what you believe will enable the economy to rebound successfully if it is not consumers' willingness to pay a fair price for value received.
    Oct 3, 2015. 11:40 AM | 3 Likes Like |Link to Comment
  • Importance Of Technical Analysis - Cramer's Mad Money (10/1/15) [View article]
    I enjoyed the amusing irony of your title's combining Jim Cramer and technical analysis!
    Oct 2, 2015. 08:16 AM | Likes Like |Link to Comment
  • UAW members reject Fiat Chrylser contract deal [View news story]
    cbroncos -

    I agree that the two factors you cite would be benefits for Fiat-Chrysler, but I don't see how either would win support from UAW members. Why do you say that the UAW workers should have voted for this?
    Oct 1, 2015. 08:15 AM | 3 Likes Like |Link to Comment
  • Biotech bomb hits small cap index [View news story]

    In an increasingly stressed world from overpopulation, warfare, drought, extreme storms, forest fires, air pollution, water pollution, over-fishing, malnourishment, virulent and morphing diseases, and insufficient access to quality medicine for many, the healthcare industry in its many forms seems likely to stay a central sector for successful production and investment. Governments will find ways to make needed medicines more affordable without eliminating profitable drug research, production, and marketing.
    Sep 27, 2015. 09:37 AM | 17 Likes Like |Link to Comment
  • Why Buffett Should Be Praising BNSF [View article]
    Thanks for the impressively specific and interesting perspective on dynamics of the rail road business. I think that you make a good point that Berkshire Hathaway's ability to invest in Burlington Northern's infrastructure has enabled the railroad to thrive when most other rail roads have not.
    Sep 25, 2015. 12:02 PM | 4 Likes Like |Link to Comment
  • Volkswagen: It's Prudent To Scale Into A Long Position [View article]
    A great part of investing is being able to study the scene and then follow your instinct about stocks in general, and distressed stocks in particular. You may turn out to be right in buying VLKAY now, but with an alleged 11,000,000 vehicles affected in multiple countries as well as a VW admission that the software was intended to evade what in the United States is a Federal law, VW can look forward to putting up costly legal defenses in many countries and jurisdictions. Because it is way too soon to calculate the potential eventual costs to the company in fines, lost sales, customer dissatisfaction, bad press, recalls and reengineering, and political fallout, I believe that your purchase of shares is anything but the word "prudent" that you selected for your title.
    Sep 23, 2015. 12:12 PM | Likes Like |Link to Comment
  • Moving Back To Neutral [View article]
    It is interesting to see the history as well as the current levels of bearish and bullish sentiment. Thanks for the information.
    Sep 17, 2015. 01:38 PM | Likes Like |Link to Comment
  • How To Avoid The Worst Style ETFs: Q3'15 [View article]
    David Trainer

    I thought that my point was clear, but I will restate it. The fact that you have additional material about SCHA is not at issue. If you want publicly to call its holdings "bad" or "poor" or to give it a rating of "dangerous," you are responsible for defining, explaining, and substantiating those claims in your speech or article. To do less, in my opinion, is irresponsible and potentially actionable.
    Sep 15, 2015. 02:43 PM | Likes Like |Link to Comment
  • How To Avoid The Worst Style ETFs: Q3'15 [View article]
    This is the third article by this author with which I have taken issue because of its irresponsible claims. In my opinion, Seeking Alpha should not publish material that makes derogatory claims about an etf or stock without identifying and substantiating why it should be avoided by investors. Trainer's claim that SCHA holds "bad stocks" does not identify its holdings or explain in what way those holdings are deficient.
    Sep 15, 2015. 12:46 PM | Likes Like |Link to Comment
  • The Beauty Of Truth And The Beast Of Dogma [View article]
    A lot of this was interesting, challenging reading. By the conclusion, however, I wondered why you had not set out explicitly what ought to be done (by the FED, as well as by other agencies and institutions) and why those steps would lead to better outcomes. Your fascinating System 1 and System 2 dynamics illustrations seemed especially relevant if anyone is actually listening to and thinking about what each presidential candidate is projecting for his/her stances and policies if elected. Almost nothing said, so far, has seemed to go beyond a System 1 insight.
    Sep 15, 2015. 09:12 AM | Likes Like |Link to Comment
  • Updating The Outlook For The S&P 500 [View article]
    I enjoyed this nicely organized and written account that refreshingly acknowledges areas in which your prior estimates have had to be revised -- yet points with some different evidence towards the conclusions you initially predicted. This kind of openness is distinctive and welcome, and sets your posting apart from many other current articles.
    Sep 15, 2015. 08:52 AM | 2 Likes Like |Link to Comment
  • No Recession Is Signaled By iM's Business Cycle Index: Update September 10, 2015 [View article]
    Thanks for the interesting data and the helpful explanation.
    Sep 10, 2015. 02:41 PM | 2 Likes Like |Link to Comment
  • Premiums Will Sky-Rocket When Federal Flood Insurance Law Becomes Effective [View article]
    "all seem to be calling for Congressional action to revoke Biggert-Waters and for the implementation of a national flood insurance approach that is reasonable and that can be sustained in home and business loans."

    Reasonable to whom? You look for a bold and reasonable approach from a Congress consumed by partisan politics that accomplished relatively little in the last few years?
    Sep 8, 2015. 09:42 AM | Likes Like |Link to Comment
  • The Turnover/Size Ratio: A Promising Way To Reduce Risk [View article]
    Thanks for doing the checks and presenting these interesting findings that challenge investors to question their assumptions.
    Sep 8, 2015. 09:26 AM | 3 Likes Like |Link to Comment
  • What's Coming Unglued Now In Canada? [View article]
    The substantial drops in oil prices have undeniably hit Canada hard and its recovery will take time, but I am confident in the country's ability to regain its economic momentum. Property values are being more than ably maintained by international investors and companies that are taking advantage of the moment to acquire long-term value. Canadian banks continue to show strong revenues and earnings while paying substantial dividends. Canada's long-term prospects strike me as very good.
    Sep 7, 2015. 11:08 AM | 2 Likes Like |Link to Comment