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  • Transocean LTD Delays The Release Of Third Quarter Results; Here's What You Need To Know [View article]
    Good & useful information at macro level. Thanks.
    Nov 8, 2014. 01:26 PM | Likes Like |Link to Comment
  • Morgan Stanley - After A Solid Quarter, Only Buy On Dips [View article]
    Can you comment on large increase in number of shares every year?
    Oct 25, 2014. 12:02 AM | Likes Like |Link to Comment
  • Arch Coal: Cutting Supply Remains Key To Long-Term Survival [View article]
    I don't see any hope for ACI based on the following statements by the author:

    The puny reduction in cash costs by ACI by $1/ton to $62.50-64.50
    The puny reduction in capex by ACI by $10B in 2014 to $180B/yr
    The historical increase in Capex by the industry from near zero to around $18B now
    Oct 3, 2014. 06:43 PM | 1 Like Like |Link to Comment
  • Vornado's Toys "R" Us losses widen [View news story]
    Fidelity Investments and Morning Star don't recognise ToysRus. Is ToysRus still a public company? Besides VNO, who else owns the company? ToysRus management must be terrible incurring huge losses. VNO should sell off its equity in ToysRus asap when the right opportumity occurs.
    Dec 25, 2013. 10:12 AM | Likes Like |Link to Comment
  • Shrinking spreads put refiners at risk, Cowen says [View news story]
    what is GOM?
    Dec 20, 2013. 05:42 PM | Likes Like |Link to Comment
  • Long-Term Investors Should Use Historic P/E Ratios To Find Hidden Value [View article]
    Can any body suggest a few web sites for obtaining historical P/E data?
    Dec 13, 2013. 06:36 PM | Likes Like |Link to Comment
  • Which Is The Better Investment: Morgan Stanley Or MetLife? [View article]
    your article is useful for investors to understand and make investment decisions. interested to see more articles from you. thanks.
    Aug 12, 2013. 04:40 PM | Likes Like |Link to Comment
  • Ford To Fund Its Pension Fully By Mid-Decade [View article]
    Tdot, thanks for providing detailed figures.
    Jul 26, 2013. 09:03 AM | Likes Like |Link to Comment
  • Ford To Fund Its Pension Fully By Mid-Decade [View article]
    Ford pension issue is significantly important item and your article is the first I have come across talking about it. I am still confused. I know, it is a complex subject.

    You mentioned that the pension asset return was $7.0B. What is the total amount of Pension assets? Q1'2013 Balance Sheet does not contain the item “Pension assets”.
    Jul 26, 2013. 02:23 AM | Likes Like |Link to Comment
  • Alnylam's 5x15 Progress Report [View article]
    1. your article is a little more understandable than the reports given out by ALNY. Thanks for that.

    2. do you have any opinion on Tekmira Pharmaceuticals (TKMR) on their R&D efforts and ability to come up with commercial products.
    Jul 11, 2013. 10:04 PM | Likes Like |Link to Comment
  • Untangling Vornado Realty And Finding Gold [View article]
    A very useful and perspective analysis and comparison with Boston Properties. Thanks
    Apr 27, 2013. 01:31 PM | 2 Likes Like |Link to Comment
  • Why Ford Shares Should Be Sold Now And Bought Back At $11 [View article]
    Net Income reported by Ford is only illusion because the amount does not belong to share holders. I am surprised to find out that some 50 to 80% of the amount during each of last 3 to 4 years has gone to Pension and Retirement fund of employees. My conclusion is, investment in Ford is not a good investment. I like to see readers' comments on this matter.
    Apr 1, 2013. 01:36 AM | Likes Like |Link to Comment
  • 10-Year Shiller P/E Exposes Cyclical Overvalution And Undervaluation [View article]
    For P/B calculations, do you have any reason to use Book value (which includes Goodwill and Intangibles) instead of tangible Book value which excludes Goodwill and Intangibles that are not real assets.
    Jan 26, 2013. 10:22 PM | Likes Like |Link to Comment
  • Morgan Stanley Reports Fourth Quarter and Full Year 2012: [View article]
    Observation: there is 10 to 20% share dilution every year during last four years (10, 19, 19, 13%). This seems to be large, a trend and is at the expense of share holders.
    Jan 19, 2013. 09:36 PM | Likes Like |Link to Comment
  • Why I Like Norfolk Southern For The Long Term [View article]
    Tom, Thanks for your article. Have you considered other rail-roads like UNP, CSX also? Regarding NSC, I read somewhere that they have strong and active union which may have negative effect on NSC price performance. NSC book value was 24.40 in Dec’2006 and now at 30.35 (Sep’12), not much of a growth. After Sep’13 earnings, management guidance was “weaker overall fundamentals in most of our markets through the rest of the year and into the first half of 2013”, which indicates that NSC price is likely to come down.
    Jan 13, 2013. 08:30 PM | 1 Like Like |Link to Comment
COMMENTS STATS
88 Comments
46 Likes