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  • KKR May Be Holding Explosive Upside In First Data IPO [View article]
    Mark-A. good points. Your point about energy is so true, even at the gross evel you mentioned. The number of people in the financial industry (outside of Texas, and esp. Midland and Odessa, is regrettably small. Developments like the disappearance of CPLs, certified petroleum landmen, is not even on the radar of most investors or their advisers. Likewise, most financial advisers will not kinow that the largest holder of leased USA acreage mineral rights is a private company, not even known to most of the stock market folks.
    Aug 10, 2015. 02:43 PM | Likes Like |Link to Comment
  • KKR May Be Holding Explosive Upside In First Data IPO [View article]
    Dana, thanks for the interesting article. I see little in the many comments which affects your thesis. Looks like mostly nit-picking and speculation. You are simply pointing out a possibility. I will take it from there.
    Aug 6, 2015. 01:56 PM | 1 Like Like |Link to Comment
  • A Growth Strategy With Extraordinary Results: A Look At Anika Therapeutics [View article]
    Arie, interesting enough that I just added you to following. I would like to read more about your criteria.

    Thanks for the article. BTW I am long Anik.
    Mar 16, 2015. 12:29 PM | Likes Like |Link to Comment
  • Mesabi Trust: Cliffs Natural Resources' Q3 Conference Call Has Big Implications [View article]
    James, how about an update to your article in terms of today's realities?
    Feb 1, 2015. 10:57 AM | Likes Like |Link to Comment
  • Mesabi Trust Declares Distribution [View article]
    There is a note in the title about the dividend being 27 % less than last quarter. Anyone who has owned or even bothered to research the history of Mesabi dividends knows that they vary greatly. One factor is the weather on Lake Superior.
    Jan 17, 2015. 12:31 AM | Likes Like |Link to Comment
  • Vanguard Natural Resources: Don't Expect A Distribution Cut Anytime Soon [View article]
    Excellent, thanks.
    Oct 15, 2014. 12:55 PM | 1 Like Like |Link to Comment
  • Autohome - Great Track Record Missing Institutional Support [View article]
    Thanks for the insights. There is a word substitution in the para under Risks which you might want to correct. The phrase is Don't throw out the baby with the bathwater, not "don't through out the baby with the bathwater".

    Happy reader who bought at $33.
    Aug 27, 2014. 10:40 AM | Likes Like |Link to Comment
  • Will Apple Dump Qualcomm And Build Its Own Baseband? Watch Out If It Does [View article]
    Thanks to the author and all of those who added so much by way of comment. Great result; learned much.
    Apr 9, 2014. 12:52 PM | Likes Like |Link to Comment
  • Qualcomm faces massive fine in China [View news story]
    Yes, jlmullen, there has been a steady stream of these releases aimed at lowering the price.
    america has always suffered from theft of intellectual property. The Soviets did it: France did it. Israel did it. That is why it is a farce to pin our economic hopes on advanced engineering.
    Jan 29, 2014. 12:13 PM | Likes Like |Link to Comment
  • Age-Old Chinese Curse Crushing Retirement Accounts [View article]
    good article, but Taylorzy has a point which I utilize. Unless you have many millions on reserve, the payout of dividend aristocrats, mostly at 2 or 3 per cent is just not adequate. A portfolio without growth is suicide.
    Jan 15, 2014. 02:54 PM | 1 Like Like |Link to Comment
  • Crocs: Missing The Big Picture [View article]
    Tadpole, a "subsidy" did end up owning the parent, as in AT & T.
    Jan 2, 2014. 12:35 AM | Likes Like |Link to Comment
  • The Year-End REIT Clearance Sale Of 2013 [View article]
    Morgan, fine article. The comments/questions from readers have been a bonus. How far did you cast your research net?

    How do you appraise MTG? or RAS ?
    Dec 24, 2013. 02:31 PM | Likes Like |Link to Comment
  • Fuel Systems Solutions: Extreme Punishment Unjustified [View article]
    great article. guess the market movers just do not bother to look at the facts in the case of this relatively small company. Hope you are right about Kevin Douglas possibly prompting some action before they are bought out and the management team finds themselves looking for jobs.
    Nov 10, 2013. 02:43 PM | Likes Like |Link to Comment
  • Mesabi Trust: Cliffs Natural Resources' Q3 Conference Call Has Big Implications [View article]
    Great call, James. The increase today is certainly nice. Have been long MSB for some time.

    Note: this is one of the best articles I have ever read on SA. Many thanks.
    Oct 29, 2013. 01:39 PM | 1 Like Like |Link to Comment
  • Rentech Nitrogen Partners: East Dubuque Update [View article]
    Thanks for the discussion above. I am wondering why there is not a greater market for fertilizers abroad. One thing which makes the outlook for RNF and other fertilizer producers is the factory farming methods which have depleted the soils and made fertilizer a necessity.

    As a disappointed natural gas royalty holder, the ridiculously low price of natural gas is very apparent. LNG is a ray of hope.
    Sadly, some years ago we allowed an LNG plant to be dismantled and shipped abroad. Europe is paying more, but Japan, which is looking for alternatives to nuclear, pays far more than Europe, close to $15 last time I checked. As more coal plants are converted to gas, the price may rise. The "non-global warming", milder winters of the past 15 years have also contributed to the price to staying low.

    long RNF
    Oct 12, 2013. 12:46 PM | Likes Like |Link to Comment