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  • The S&P 500's Strongest Balance Sheets [View article]
    Mr. Alan Brochstein:

    That's some very good info. I like this metric a lot: Liabilities/FreeCashFlow <5.

    Thanks for the run down.
    Mar 22 08:35 am |Rating: +2 -4 |Link to Comment
  • Semis' Downturn - Which Companies Will Survive, Part 2 [View article]
    That is as good a write up as I've seen on the semis, or any set of stocks for that matter.

    Liked very much when you left reasoning and moved to emotion you informed your audience.

    Thank you very much.
    Mar 08 10:29 am |Rating: +2 -3 |Link to Comment
  • Semis' Downturn - Which Companies Will Survive, Part 1 [View article]
    We can only hope this gloomy article is wrong.
    Mar 01 11:30 am |Rating: +2 -1 |Link to Comment
  • What to Buy and Why: Barron's 2009 Roundtable, Part II [View article]
    Surely gents there is at least one decent piece of advice in this hodgepodge. Eh?
    Jan 20 08:49 am |Rating: +2 -2 |Link to Comment
  • PSI: Cautiousness Prevails Despite Recent Run-up [View article]
    Mr. Dion:

    Very good article.

    However, I think there is less risk in a careful selection of chip stocks (and topnotch techs) than in the energy and commodity sector—at least over the next few months.

    I recently sold my positions in the former sectors and retrenched in, for the most part, the tech sector.

    Some of those techs are, and not all are chips, as follows: ADI, CSCO, GIGM, GLW, GRMN, LRCX, MSFT, NOK, NTE, NTES, NVDA, TXN.

    As you have surely noticed, almost no one at this time is interested in Class A tech stocks; only a few risky, low-priced long-shot ones.

    E.g., I'm the only one commenting on your excellent research and work. It's because the Big Houses and their touts are pointing everyone toward energy and commodities.

    That will soon blow up, and the mementum players will have to light somewhere. A good bet would be tech, although I don't care where they go.

    Your comment would be appreciated.

    Rebeldog
    May 27 01:54 am |Rating: +2 -1 |Link to Comment
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