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  • Orbital Sciences Could Explode... Again [View article]
    Thank you Chris. I have a profound appreciation for your work.
    Have meant to post this in other places, but I'm consistently appalled at how much you're heckled by morons who buy x/y/z just because you said so with no due diligence and etc and didn't get rich overnight.
    I continue to find your articles among the best on SA for helping to form the basis for further research.
    Dec 24, 2014. 09:44 AM | 5 Likes Like |Link to Comment
  • What's Wrong With Google? [View article]
    Meh. Not many other places you can buy 17% sales/eps growth for a p/e under twenty. And in a super stable fortress balance sheet company.
    So they are missing analyst estimates? Screw the analysts. I remember apple missed analyst estimates a few times a year ago and got raked over the coals and well... I think they're doing okay.
    Dec 4, 2014. 08:30 AM | 4 Likes Like |Link to Comment
  • Apple: Previewing Fiscal 2015 [View article]
    Sounds reasonable to me
    Aug 26, 2014. 04:37 AM | 2 Likes Like |Link to Comment
  • Dividend Income Update - July 2014 [View article]
    Way to go DM.
    Long time reader of the blog. Glad to see your success continue. Keep at it.
    Aug 6, 2014. 06:27 PM | Likes Like |Link to Comment
  • Buy Intuitive Surgical Amid Negative Sentiment Around The Company [View article]
    yep... wow.
    Jul 29, 2014. 06:31 PM | Likes Like |Link to Comment
  • Apple Q3 Estimates Starting To Fall [View instapost]
    Out of curiosity
    A quality writer like you on SA, with your number of followers; roughly how much do they pay out to you on the average month?
    Sorry, I know it's a rude question ;-)

    Oh, and nice Apple article, as always. Mostly agree as usual
    Apr 15, 2014. 10:09 AM | Likes Like |Link to Comment
  • Intuitive Surgical -8.1% AH on Q1 warning [View news story]
    Wow. I'm a big believer in robotic surgery's future and da Vinci/ISRG, BUT these numbers are very, very bad.
    The phrase I'm looking for is probably somewhere along the lines of "unmitigated disaster."

    I'm surprised it's only down 8%.
    Apr 8, 2014. 05:51 PM | Likes Like |Link to Comment
  • Realty Income Corp declares $0.18248 dividend [View news story]
    Thanks for proving you know nothing.

    This is how they roll. Very, very small increases very, very often (excluding the pick acquisition mediated increase a couple months ago).
    It has served shareholders quite well.

    Pipe down now, let those who research the stocks we buy consider this info.
    Mar 12, 2014. 12:15 PM | 1 Like Like |Link to Comment
  • Actually, Apple Should Buy Nintendo [View article]
    So it's crazy, it's nutty...
    but it's actually a good idea.

    I like it.

    Especially with how Apple TV might be turning into a gaming system. Having nintendo games exclusively there? Good selling point.
    Mar 7, 2014. 08:22 PM | 4 Likes Like |Link to Comment
  • KBR: An Undervalued LNG Play For 2014 [View article]
    This call isn't looking so good in hind sight.
    Oh well, win some and lose some.

    I still like the company. Think I'll hang onto my shares even if they'll be dead money for most of the year. Can't see it going much lower.
    Feb 28, 2014. 10:16 AM | 1 Like Like |Link to Comment
  • Intuitive Surgical: Game Over Or Game Just Begun? [View article]
    Good article.

    Long ISRG and still confident. But this was a pretty fair article with good food for thought.
    Feb 27, 2014. 08:04 AM | 2 Likes Like |Link to Comment
  • Philip Morris International: Brief Review For Investors [View article]
    I was just gonna say all that. Thanks!

    Seeking Alpha editors, I only viewed this page once. Please deduct 1 cent from the authors check for me. This was a phenomenal waste of time.
    Feb 14, 2014. 06:38 AM | 8 Likes Like |Link to Comment
  • More on Realty Income results [View news story]
    The point is that it's a non-event, and the stock is trading with the market.

    Don't be fooled by "record operating results." That's basically because they acquired ARCT.

    This is a non-event. It's a good thing. i don't think anyone is buying O to get a big 5% earnings spike. At least I'm certainly not. I'll take my monthly check.
    Feb 13, 2014. 10:09 AM | 5 Likes Like |Link to Comment
  • Intel: Is This Rumor True? [View article]
    Wow Ashraf. A little note of despair at the end of that article.
    Feb 12, 2014. 10:59 AM | 4 Likes Like |Link to Comment
  • Apple: Don't Panic, This Is An Opportunity [View article]
    I just think Wall St has set up a situation where Apple will always get killed on earnings release. They have a yearly product cycle that necessitates big quarters followed by down quarters, but nobody is interested in the big quarters. The big quarter comes out, it's a beat, and the market yawns and looks at guidance for what must be a down quarter.

    Personally I don't give a damn. The have 160 billion in cash. They'll buy back the stock. And it'll keep going up.
    Jan 28, 2014. 12:57 PM | 1 Like Like |Link to Comment