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  • Update: Ensco September Fleet Update [View article]
    Good work, Stone. Good points. Thank you for the concise piece.

    I myself consider that a stock in this sector should be an integral part of an investor's portfolio and, in my view, ESV is the best company and investment in its field.

    I am, the ArtfulDodger
    Sep 19 03:21 AM | 1 Like Like |Link to Comment
  • Why Cisco Shares Are Undervalued By 35% [View article]

    Glad to see you qualify your comparison with this statement: "These four companies are not perfect comparables by any means..."

    Comment: I see far too many articles making what are almost perfectly false comparisons: E.g., 1929 with today; 1987 with today; a stock in one sector with one in another; etc.

    It's a unique fallacy that readers should catch and make note of, because one false comparison has the potential to destroy an author's argument.

    Pretty good work on CISO. May I ask why you do not own it?

    Long CSCO from the mid-teens. Standing pat.

    I am, the ArtfulDodger
    Sep 18 06:41 PM | 1 Like Like |Link to Comment
  • Adding insult to injury, Societe Generale downgrades offshore drillers [View news story]
    Very typical. Means about as much as the price of eggs.

    The Dodger
    Sep 17 08:36 PM | 1 Like Like |Link to Comment
  • 'A New Order Of Things' - Micron's Challenge And Opportunity (Part 1) [View article]
    Well-written and thought-provoking piece, WT.

    Thank you very much.

    Sep 15 03:39 PM | 8 Likes Like |Link to Comment
  • Sorry, But Intel Stock Isn't Going To Double In 2 Years [View article]

    There is a lot less speculation and dreaming in your article than others that so strongly promote INTC. It's my hope that even your price prediction is not too optimistic.

    Thank you for the piece. I'm going to give you a follow tap.

    Though I shaved off a third of my shares last week, I remain long INTC, with what I believe is a reasonable view of its price potential.

    I am, the ArtfulDodger
    Sep 15 01:28 PM | 1 Like Like |Link to Comment
  • Even The Council On Foreign Relations Is Saying It: Time To Rain Money On Main Street [View article]

    I don't respond to commentators who don't have a bio, because they are mostly Red Trolls who don't invest. They are simply roaming around SA seeking to disrupt investing discussions by promoting their leftist ideas and their leftist candidates.

    It's time everyone stopped responding to political agitators and people who won't tell you something about themselves.

    The Dodger
    Sep 14 02:54 PM | 1 Like Like |Link to Comment
  • Even The Council On Foreign Relations Is Saying It: Time To Rain Money On Main Street [View article]

    I couldn't possibly attempt to respond to such a comment, other than to say: Undoubtedly, this type of thinking is what's gotten us where we are today.

    Certainly Karl Marx, the father of most of your thinking, is happy he has such a dedicated follower and there are a lot of others roaming around SA with the same mindset.

    But I don't see them talking about much investing. They are not usually stock buyers; they are carpers and complainers who seek to disrupt people trying to have discussions or debates regarding investment ideas.

    You can have the last word, if you wish. This is mine.

    I remain, the ArtfulDodger
    Sep 14 02:48 PM | 3 Likes Like |Link to Comment
  • Even The Council On Foreign Relations Is Saying It: Time To Rain Money On Main Street [View article]

    So, freedom equals poverty, abject poverty at that. Which has to mean, by your thinking, that to be free you must be poor.

    No non sequitur there.

    Listening intently as thinking like Asby's causes the State to pound harder at freedom's door. The Dodger
    Sep 13 02:15 PM | 3 Likes Like |Link to Comment
  • Even The Council On Foreign Relations Is Saying It: Time To Rain Money On Main Street [View article]
    Freedom Lovers:

    This idea, as much as anything else it will do, is an excellent way to get even more people hooked on depending on the State.

    Once the State drops a crumb in the mouths of those few left out there who are not yet sucking off of the Beast, it won't be long until they're going to be demanding another morsel. Then, just as other state-run rackets, such as SS, welfare, medical payouts, and all other state redistributions, the formerly non-parasitic hordes will claim, "It's mine!! Give me what's mine — now!!"

    I don't think this is serious thinking, but it figures ideas like this one could come out of the CFR. Perhaps they brought it up just to provide Marx, Mao, Stalin, Lenin, Hitler, and Mussolini a little tickle. Each of these advocated and/or carried out similar actions — for the people of course.

    Nixon once came up with a plan to give every school-age child in the nation a weekly state stipend. It flopped. People think differently today than they did in the late `60s; such a scheme could gather traction.

    The few freedom lovers left out there have a lot to rejoice about. Total state power stands pounding at the door.

    The ArtfulDodger
    Sep 12 10:49 AM | 2 Likes Like |Link to Comment
  • Intel Is A Mobile Payments Player Too [View article]
    Fellow Investors:

    A lot of good news in this piece. I fear, however, that it is already in the price of the stock. That's not necessarily a negative; it simply means the price is stretched about as far as it's going until something new and positive appears. It does, though, in my view, make INTC slightly more likely to go down than up.

    On the other hand:
    Al wrote: "15 analysts from BarChart still endorse a Strong Buy rating for INTC."

    Comment: I have a natural contrarian nature. When analysts who hated a stock a few months ago, and were dead wrong, turn positive on that same stock after all the good news is out on that stock, I consider it time to start considering gathering my few little peas and scampering off to greener pastures.

    That said, I've sold one-third of my shares of INTC. This is something I don't normally do, but I had two reasons for doing it: The first is the one above, my contrarian nature (though I still like INTC as an investment); the second is that after the run we've had I want my INTC share value about equal to my CSCO. Selling the one-third made that so.

    Otherwise, for the time being, I'm standing pat on somewhat firmer ground, now that I've discarded a few extra cards.

    The best to everyone's investing. The ArtfulDodger
    Sep 8 01:43 PM | Likes Like |Link to Comment
  • Here's An Ideal Way To Earn High Yields And Prepare Your Portfolio For Rising Rates [View article]
    Very good questions, Gents. It's a shame Hawk won't show his readers the proper respect and answer some of them.

    It's time, in my view, that we start boycotting authors of that type. What do the rest of you think about that idea?

    At least he is invested in the stock he's touting. That's a plus.

    The Dodger
    Sep 8 12:21 PM | Likes Like |Link to Comment
  • Asia's Fabulous 50 Companies For 2014 [View article]

    I saw this on Forbes. Thank you for putting it on SA.

    For the life of me I can't understand why NTES does not make this list. It has great services, provides an excellent return on investment, has a perfect balance sheet, and amazing margins.

    Suppose for some reason they overlooked it. Oh well, I'm long NTES.
    Sep 7 01:27 PM | Likes Like |Link to Comment
  • Is It Wrong To Take A Position In A Stock And Then Write About It On Seeking Alpha? [View article]

    I’m generalizing using “anyone” and you’re specifying. Can’t debate that. “Anyone,” that is, who chooses to tout stocks — not just “anyone” who has two butt cheeks and two big toes.

    The "anyone with two arms and two legs" may write about stocks, too. That doesn't mean they know FCF from GPM. So I should take my time and go to some site and check their record? Knowing they could have crunched the numbers of a gang of stocks, chosen the ones that pop up as having the best chance of rising — and fired away at us ignorant peons with the whole lot of them (generally speaking).

    Non-investing touts may also may write about so many stocks that no one has the money to invest in each one. Should these non-investing touts not at least tell us at what price we should buy in and which stocks they rate the highest out of the hordes they tout? That would truly help readers, but it would make it tougher to have a winning record, too.

    No, DZ, I’ve got to have rules for everything I do (generally speaking), and one of my rules (specifically speaking) is that I give more credit to stock touts who’re invested in the stocks they’re touting. They have a natural vested interest (specifically speaking); that’s the main reason. Another is that they write about a stock because they like it (generally speaking) — not to have a winning record (specifically speaking).

    By Jove, my good man, that’s me to the scratch: “quick-tempered and short-sighted.” I’m absolutely positive that my comments will show that — in fact, always “quick-tempered,” always “short-sighted.”

    In a comment to Ian above, I wrote: “I want authors to have their money where their mouth is, but I won't completely disregard non-investing touts.” Thus, I don’t (generally speaking), as you said, “dismiss a writer’s analysis just because they don't own the stock.”

    My rule is (specifically speaking) that I want well-written and well-reasoned pieces with finite conclusions, and I want that because, of course, I am "quick-tempered" and "short-sighted" — and no other reason. And I prefer authors who are invested in the stocks they tout (generally speaking).

    One of my main reasons for commenting on SA is to help young and new investors, as well as to applaud good writers and to encourage young ones to write better. So, I give young writers who improve themselves a lot of credit.

    Take Michael Fitzsimmons — an author (specifically speaking) who regularly writes on SA. Several years back he was an arrogant young whippersnapper (generally speaking) — and in my opinion, his writing was horrible (specifically speaking). Instead of sticking to analyzing stocks and providing information and his opinion on them, he splattered them with political pot shots and his writing was disjointed and ungrammatical (specifically speaking).

    Today, however, Fitzy has matured and his writing has greatly improved — and he has dispensed with splashing his political views throughout his pieces. I’d say he’s one of SA’s top writers (generally speaking). At least I like the way he works a stock over (generally speaking).

    As far as you go, DZ (specifically speaking), I think you should let us know when you have a vested interest in a stock (generally speaking) — even though it may be through a fund. Some of us would up your credibility rating (generally speaking), read you more often (generally speaking), and help provide you with more read clicks.

    My stance regarding stock touts (specifically speaking) remains the same as it’s been for decenniums, and I've stated it for years on SA.

    I’ll gladly give you the last word in this discussion. And, as always, the best to you, your writing, and your investing. And I do (specifically speaking) give you an automatic higher level of credibility because you are an investor, though you may not be invested in every stock you write about.

    The ArtfulDodger
    Sep 6 01:27 PM | Likes Like |Link to Comment
  • Is It Wrong To Take A Position In A Stock And Then Write About It On Seeking Alpha? [View article]

    That's about the first good argument I've seen for the side of not being invested in a stock you're writing about.

    But neither are you touting that stock. You are writing about it for the purpose of laying out your reasons for investing in Y & Z's competitor, Mr. X. Quite a different subject from authors who tout without having skin invested.

    Thank you for the comment. Sorry I'm a little late responding to it, but I just now saw it.

    I am, the ArtfulDodger
    Sep 6 02:10 AM | Likes Like |Link to Comment
  • Is It Wrong To Take A Position In A Stock And Then Write About It On Seeking Alpha? [View article]
    Very good points, CM. Well put, too. Thanks.

    The Dodger
    Sep 6 02:05 AM | Likes Like |Link to Comment