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  • The Dream Team REITs: March Madness Continues [View article]
    I'll still take FRT. Simon is an outstanding REIT, but I feel FRT more closely reflects the happenings in the economy today. Most of their properties are located in high demographic metro areas-younger consumers are more orientated to living in these areas. Therefore I believe in the next 10 years FRT will top out Simon.
    Mar 24, 2015. 08:16 AM | Likes Like |Link to Comment
  • Buy UPS And FedEx As There Is A Clear Catalyst Ahead [View article]
    Buy FEDEX not UPS-their record is not good. Check their performance the last 2 4th quarters. Their service is terrible in my area-their drivers are too lazy to bring packages to your door. I've had packages left in the mud in my back yard. One time a FEDEX driver found a UPS package in my yard and brought it to my door.
    Feb 19, 2015. 11:54 AM | Likes Like |Link to Comment
  • Market Spooked Early But I Expect A Rally To Close [View article]
    Marcos-Even though the market dumped late yester, I think your thesis is right and we'll see some nice action Monday. The earnings reports lately overall are looking a bit more positive. Will be interested if the jump I n oil will hold-it it does, that would be a big help. Would love to see a real bottom in that sector, not just the teasers we have had.
    Jan 31, 2015. 09:45 AM | 3 Likes Like |Link to Comment
  • Facebook: Why I Went Long Headed Into Earnings [View article]
    Marcos-Many thanks for your thoughtful comments on FB-right on the money. I bought FB after the last call and hold with a 5-10 year perspective.

    Oculus alone has potential beyond our comprehension at this moment.

    Looking to today's call!
    Jan 28, 2015. 09:00 AM | 1 Like Like |Link to Comment
  • I'm Doubling Down On Gramercy Property Trust [View article]
    Brad-I love your work and you have been a terrific help. Have done well on ROIC, STAG, EXR.

    GPT analysis is excellent, but you missed the best part for me-it's joint venture in Europe-one of the main reasons I hold MPW-not as significant new, but bodes well for the future.

    Also close to buying DOC.

    Jan 21, 2015. 08:24 AM | Likes Like |Link to Comment
  • Chicago Bridge And Iron - Speculative Buy [View article]
    Management has responsed and that's all need to be said. Check their press releases. Will be buyer.

    David Gilgore
    Jun 20, 2014. 12:31 PM | Likes Like |Link to Comment
  • Celgene In 2015: $200 Per Share [View article]
    I do not want Celgene to consider a dividend at this point. Share repurchases should be kept low. It is a better investment to bring along new drugs which can gain approval and generate terrific revenue.
    Apr 29, 2014. 12:33 PM | 1 Like Like |Link to Comment
  • Open Letter To Intel: Stay The Course [View article]
    Ashraf-A huge thank you for your efforts in this time of giving thanks.

    Am world's smallest investor and am sticking with INTC.

    Just keep up your terrific articles on INTC and all!

    Nov 26, 2013. 10:33 AM | 1 Like Like |Link to Comment
  • Intel 2013 Half-Time Report: Things Are Looking Ugly, But The Worst Is Nearly Past [View article]
    Ashraf-I appreciate your honesty. I bought INTC on your anaylsis
    (also on that of Dan Ferris of 12% Newsletter).

    I do not use my Ipad any more. My Ultrabook does it all-battery life is decent. Will buy updated version in 1 year. These computers were not correctly marketed-and Dell and HP are tired old names.

    If INTC drops-which is very likely in this negative FED driven market-that' creates a terrific buying opportunity-and at a higher dividend rate.

    The sleeper is the foundry business!
    Aug 18, 2013. 02:24 PM | Likes Like |Link to Comment
  • The Paper World Of Brookfield Asset Management [View article]
    Why would I take you seriously when I've done nothing but make money on BAM and affiliates?

    I remember owning Fidelity Magellan when Peter Lynch was at his peak in earnings for fund holders. At that time people in the media as well as shareholders complained about the fund's fees. But the fund kept going up until Mr. Lynch vacated thed fund's manager position.
    Mar 12, 2013. 10:15 AM | Likes Like |Link to Comment
  • Brookfield Asset Management Has Some Explaining To Do To Second Wave Shareholders [View article]
    Am still holding, action on Brookfield stocks not all that unusual. Bam's the only one really down a bit: -.43.

    I find the Southern Investigating Reporting Foundation a bit suspicious having never heard about them before. Many times these groups make their living smearing legitimate companies. The auther has good credentials, but I have persomnally known investigative reporters in major media and their version of the truth can vary from the average persons.

    Let Mr. Flat clarify these allegations and give the company's persepctive: then we can make a better judgement as objective investors.
    Mar 12, 2013. 10:11 AM | 1 Like Like |Link to Comment
  • Brookfield Asset Management Has Some Explaining To Do To Second Wave Shareholders [View article]
    Am anxious to hear Bruce Flat's response.

    BAM, BPO, BIP, BRPFF Shareholder
    Mar 11, 2013. 05:45 PM | Likes Like |Link to Comment
  • Coach Results - The Good, The Bad, And The Ugly [View article]
    Afam-Nicely done article-was a buyer yesterday (Wed.). Will buy more when COH bottoms and reverses up.

    Lew Frankfort and his able team will adjust and innovate.
    Jan 24, 2013. 07:59 AM | Likes Like |Link to Comment
  • Dividend Investing Is Not Only About The Dividend [View article]
    The author has no apparent qualifications to write this article. Please check the profile of most of Seeking ALPHA contributors.

    The companies presented generally have a product (s) or Service (s) which has a reasonably assured positive revenue stream. STB has almost a guarenteed revenue stream for the next few years. That is where the anaylsis should begin-the objectively present negatives.

    David Gilgore
    Aug 19, 2012. 12:26 PM | 1 Like Like |Link to Comment
  • U.S. ISM Manufacturing: Low but Still Expanding [View article]
    Labor in the private sector has very little pricing power compared to 30-40 years ago so if Ben can cause global inflation while Americans suffer with stagnant wages I think it is right to bow at his feet and tell him "thank you."

    Mark-I think you should research that comment more deeply. Public Employee Unions seam to be able to blackmail the state into higher wages, more benefits, more employees while privately employed people loose income.

    I essentially agree with the premise of your article, but the fat cats must not only include Wall Street types, but also many public workers.
    Oct 2, 2010. 12:09 PM | Likes Like |Link to Comment