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RMG

RMG
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  • Untangling Vornado Realty And Finding Gold [View article]
    A very useful and perspective analysis and comparison with Boston Properties. Thanks
    Apr 27 01:31 PM | 1 Like 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 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 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 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 08:30 PM | 1 Like Like |Link to Comment
  • Exelon Cannot Afford Its Current Dividend [View article]
    Thanks for the article presenting the relevant data and discussing if EXC can afford to maintain the current dividend.
    Dec 17 12:35 AM | 1 Like Like |Link to Comment
  • Top 5 Picks For 2013 [View article]
    BIDU: I have seen P/E Ratio of 3.19 and 22.19. Apparently there is some mix up. Does any body know shares per ADR?
    Dec 16 03:48 PM | Likes Like |Link to Comment
  • Intel - 3 Buy Ratings [View article]
    Since 2007, tangible book has not gone up:
    dec'07 $6.54
    dec'08 6.12
    dec'09 6.60
    dec'10 7.73
    dec'11 5.62
    mar'12 6.03
    jun'12 6.42
    sep'12 6.49
    Except for the good dividend, I don't see any reason to buy at current price of about $20. It is dead money.
    Dec 6 11:05 PM | 1 Like Like |Link to Comment
  • Prostate Cancer Market Takes Shape - Part 1: Dendreon And Medivation [View article]
    e4, thanks for your reply and explaining.
    Nov 22 10:26 AM | Likes Like |Link to Comment
  • Prostate Cancer Market Takes Shape - Part 1: Dendreon And Medivation [View article]
    What does "castration-resistant" (prostate cancer) mean? I read the term several places, but no where explained.
    Nov 16 01:04 AM | Likes Like |Link to Comment
  • Tata Motors: A Good Long-Term Buy [View article]
    Correction: Debt/Equity shown in the chart is not Debt/Equity but Debt/(Debt+Equity). Am I right?
    Oct 29 08:22 PM | Likes Like |Link to Comment
  • Determining If Excellence Still Exists In Exelon [View article]
    Of all the five stocks in the table, EXC is the only stock with the price in down trend since beginning of 2008, indicating that it is probably the worst of the lot. One recent Seeking Alpha article suggested that, in some respect, it it has to compete with lower utility rates by power companies running on cheap natural gas (I don't remember all the contents of the article).

    The book value stated as $26.03 which includes $4 intangibles. In my opinion, tangible book value (that excludes intangibles) makes more sense to talk about.
    Sep 14 12:44 AM | 1 Like Like |Link to Comment
  • Union Pacific's Inherent Defenses [View article]
    Can you comment on effect of truck engines running on natural gas (in the near future) on competition of truck industry vs rail roads?
    Aug 14 06:50 PM | 1 Like Like |Link to Comment
  • 5 Reasons To Buy Goldman Sachs [View article]
    what has shareholder got by investing in GS during the last five years? not good dividend, no increase in tangible book? why should anybody invest in GS? it will be dead money.
    Jul 15 06:53 PM | Likes Like |Link to Comment
  • 3 mREITs To Avoid Like The Plague [View article]
    what is "m" in "mREIT"? Is it "mortgage providing"?
    Jul 15 06:36 PM | Likes Like |Link to Comment
COMMENTS STATS
79 Comments
43 Likes