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  • 2 Cheap Drillers In T. Boone Pickens' Portfolio [View article]
    Bret, I always enjoy your articles so thanks for this one. I'm in NOV as a LT holding. Not to be critical, but your title (maybe supplied by SA?) notes these two companies are 'drillers', when in fact they are not.

    Mar 27 11:12 AM | 1 Like Like |Link to Comment
  • Michael Kors Or Coach? [View article]
    "Would" is the key word. Since it's the past it doesn't matter for now or for tomorrow, etc.
    Mar 8 10:25 AM | Likes Like |Link to Comment
  • C&J Energy Services: Look For The Upward Trend To Continue [View article]
    Clear. Concise. Solid. Thanks.
    Mar 5 10:09 AM | 1 Like Like |Link to Comment
  • Why I Bought National Oilwell Varco [View article]
    Thank you for the great write-up and the clear, concise information. I've been eyeing NOV for a while and missed my chance in December. This pullback is what I have been hoping for.
    Feb 7 09:24 AM | Likes Like |Link to Comment
  • Buy Coach On Market Overreaction [View article]
    So much to like here; 0 LT debt, amazing margins which are NOT eroding, amazing ROE, nice dividend, growth in Asia, expanded focus on men, having a solid handle on digital sales (growing greatly), etc.
    And anyone who listened to the conference call should find these statements exciting; "And you will see this holiday a complete expression of the Coach brand. And in essence, what we really want to do is enable the consumer to see Coach in a more complete emotional context, rather than seeing Coach as a great accessory or a great bag we want to first think of Coach as a great brand in accessories, but through a lifestyle lens." and
    "we’re now transforming Coach into a global lifestyle brand anchored in accessories. We’ve been strengthening our teams to enhance and build out the Coach experience through product, retail environment, and integrated marketing.
    This holistic approach will continue to add excitement and cache to the Coach brand. We’ve demonstrated the ability to offer a lifestyle assortment within categories such as outerwear, shoes, jewelry, watches, eyewear, and fragrance. This next evolution of the brand will encompass a full head to toe expression of the Coach women, including a focused ready-to-wear presentation to inspire our customers with a complete Coach point of view that is relevant to how she lives her life. This new design direction while still grounded in accessories covers all categories and price points including a more elevated product platform. It’s intended to imbue our product with a much more of an emotional context.
    You will see elements of this brand strategy implemented through this brand fall with a more complete expression of the new world of Coach next holiday. We plan to convey this dual expression of the Coach brand by telling a complete story about the women and men who are our consumers. We will impact every way the brand touches the consumer including in our stores, window, online and market.
    Jan 24 09:15 AM | Likes Like |Link to Comment
  • Attractively Valued Blue-Chip Dividend Champions For Your Retirement Portfolios [View article]
    Chuck, I appreciate your article and your analysis.
    Jan 24 08:49 AM | Likes Like |Link to Comment
  • Intel's 6% Drop To $21 Is A Big Market Inefficiency You Should Exploit [View article]
    Thank you for the article
    Jan 23 12:29 PM | 1 Like Like |Link to Comment
  • Chris Katje's Annual Top Ten Stock Picks For 2013 Part II [View article]
    I'm with you on TITN. Good to know omeone else sees what I do in it. I hopped on after the big drop in September and have liked the results since. The only thing that causes me concern is the accumulating debt from all of the acquisitions. We all know what can happen to a company that aggressively expands via acquisitions so I'm watching closely for signs of troubles.
    Jan 11 11:05 AM | Likes Like |Link to Comment
  • National Oilwell Varco, An Even Better Buy By Buying Robbins & Myers [View article]
    Thank you for the good writeup on NOV
    Jan 2 01:33 PM | 1 Like Like |Link to Comment
  • Coach: Fundamentally Strong And With A Host Of Qualities [View article]
    Thank you for the in depth analysis! I am considering adding COH as a LT holding in my IRA.

    Dec 10 10:45 AM | Likes Like |Link to Comment
  • A Long-Term Value Case For Wendy's, Part I [View article]
    Not that it matters to the stock price but I wholeheartedly disagree with you, WEN's fries are tops. Compared to MCD it is close, but BK is not even in the same solar system, imho
    Oct 18 10:40 AM | Likes Like |Link to Comment
  • Coinstar: Diversification Through Coffee Kiosks Is Only The Beginning [View article]
    So you're saying you aren't real thrilled with Ebay / PayPal? Or maybe I'm reading you wrong here..........
    Sep 26 11:14 AM | Likes Like |Link to Comment
  • Why Oracle Is Significantly Undervalued [View article]
    Thanks for the article on ORCL.
    Aug 23 12:40 PM | Likes Like |Link to Comment
  • Boston Beer Is Due For A Fall [View article]
    Great analysis, thank you.
    Aug 23 12:23 PM | Likes Like |Link to Comment
  • Is It Time To Sell Microsoft, Netflix Or Apple? [View article]
    Yes, I do understand that, but I have begun using VL also and wanted to know if you use the latest estimates available (for example recently many covered stocks on VL have moved from 2012 estimates to now having 2013 estimates), i.e. 2013. Thanks!
    May 18 09:54 AM | Likes Like |Link to Comment