Ron Coleman's Comments

What Stocks Were Hiding in the Clintons' Blind Trust?

Tue, 19 Jun 2007 13:05:54 -0400

It looks like the Clinton's have been doing well in the stock market. I would like to know who is making their investments. Does anyone know anything more about Biogen Idec?

Unusually High Institutional Ownership Stocks

Mon, 23 Apr 2007 13:47:26 -0400

I am interested to see if there is any effect on the stocks that have such a large ownership. At first thought, it would seem that these stocks could be less volatile as the large institutions do not sell in and out as often as individual investors. But on the flip side, when they do buy in and out, there is usually a larger swing in the direction they are moving. Keep us posted.

Web 2.0 and OS Licensing: Apple, Microsoft Get With the Program

Wed, 07 Feb 2007 13:16:13 -0500

I would have to disagree in many regards. While more and more applications are being pushed to the web, I don't see how probable it will be for people to start using Zoho and Google for excel and word type applications. Now, individuals may start to use the free web based apps as a way of saving money, but how well do they integrate with MS Office? Companies are not going to risk losing or not being able to share these types of documents to people outside their office. Businesses are run off of these applications. Maybe this is where companies may go in the future, but not anytime soon, at least not significantly. You are talking about having the majority of the workforce, if not all of the workforce, switch from something that they all know how to use, to an application on the internet that may or may not be secure and is not the program that they are efficient in, nor is it an application that is widely used and accepted. Microsoft has what you call, Network Externalities. Too many people count on their software for someone to easily be able to come in and erode that market share. Even Apple uses MS Office.

Tech Guru Michael Cahill's Picks for 2007

Sun, 04 Feb 2007 13:43:43 -0500

Eli, I just read your article over on my website FeedTheBull.

CrossProfit, you have a lot of great points in your comments, we would love to hear more from you on our site and have your comments on any articles you like or dislike, or submitting your own articles for the rest of the community to see.

NYSE Group Posts Impressive Earnings - But Where's the Long-Term Value?

Fri, 02 Feb 2007 14:49:20 -0500

Great comments here. I would say that both of you are right on the money. There are too many barriers for small players to come in and take a large piece of the pie. And as Anad mentioned, there is a lot of consolidation in this industry, but he didn't mention Euronext. NYSE is going to be the first Trans-Atlantic exchange, and now they are looking to be Global. As you might have noticed, there has been a large push for exchanges to go public or to merge with other exchanges. I don't see there being any short term major consolidation as this is something that will take time and regulatory approval. So 3 - 5 years is a great time frame for higher growth, though there might be more growth further than 5 years out.

There are a lot of articles pertaining to this subject on FeedTheBull if you want to do more research on the NYSE.

Shai Dardashti Travels Over 1,000 Miles To Deliver a Question to Warren Buffett

Fri, 26 Jan 2007 17:06:45 -0500

I just read your article on FeedTheBull. Please keep us posted on the outcome of Shai question. What an honor to meet such an accomplished man.

Is It Safe to Declare the Winner of the Latest Game Console Battle?

Fri, 26 Jan 2007 13:36:29 -0500

Steven,

Great article. I just came across it on FeedTheBull and read the full article here. Thanks for sharing all of the data you have collected. It is suprising how well the Wii is doing, as like you mentioned, it was far under the radar. You mentioned that it is outselling the PS3 2:1, how is it doing against the Xbox 360? Keep up the great work.

Motion Sensors Meet Mobile Phones: The Next Big Thing?

Fri, 26 Jan 2007 11:01:34 -0500

Dean,

I just read your article on FeedTheBull and I thought it was interesting. Do you see the phone being used for things outside of what a phone is typically used for, such as a remote control as Thomas suggests? Can you give us some more links to articles that you have read on this technology?

David Fry's Daily Market Outlook

Thu, 25 Jan 2007 13:38:39 -0500

David,

I just saw your article. I was hoping I could get you to elaborate on the markets decoupling from the US markets.

Are You Ready For Google-Powered PDFcasts?

Tue, 23 Jan 2007 17:55:13 -0500

I saw your article on FeedTheBull. Do you think we will ever see a lawsuit against Google for being a Monopoly, like we did with Microsoft?

The Long Case for Western Union: Like Wiring Money Into Your Portfolio

Tue, 23 Jan 2007 10:58:36 -0500

Hilary,

I just saw your article and was impressed. I have been a fan of Western Union for a long time. US has had an incredible growth in Hispanic immigrants, and Western Union has been able to take advantage of that rising population. If they could capitalize China and India the way they have in Latin America, a $30 valuation is just the beginning. Unfortunately, I think the stock has been suppressed die to the recent comments by President Bush and his thoughts on an increased border patrol. But you are right, with the democrats coming to power; this could be a great place to get in the stock.

Jim Cramer's Mad Money Lightning Round Picks, Jan. 22

Tue, 23 Jan 2007 10:37:53 -0500

Miriam,

Do you keep a track record of Cramers picks at all? See when he is off and when he is right on about a stock? As well as how much more he is on than off? FeedTheBull members would love to see that data.

XM-Sirius Merger Talk: Defining The Competitive Landscape

Mon, 22 Jan 2007 15:23:46 -0500

Eric,

Great article. There has been a lot of talk about the potential merger of XM and SIRI. My personal opinion is that it would make sense for the companies to combine. Neither one of them will be successful if they continue to spend thousands of dollars trying to recruit new subscribers. You should check out FeedTheBull, there are a lot of articles on this topic with a lot of opinions. You might find something interesting in there. Keep up the great work.

Microsoft's Intrinsic Value Is Even Greater Than I Thought

Mon, 22 Jan 2007 13:42:03 -0500

Please tell me what your intrinsic value model looks like. Because I am curious how you went from $9 billion in cash to $31.8 billion in cash and your intrinsic value only increased by $2.39 to $27.39.

Jim Cramer's Mad Money In-Depth Stock Picks, Jan. 17

Thu, 18 Jan 2007 10:22:14 -0500

Miriam,

Once again FeedTheBull thanks you. Your recaps of Mad Money are great for those of us that can't always catch the show.

Adobe Should Profit From iPhone; Apple Should From Cisco's Lawsuit

Tue, 16 Jan 2007 16:35:42 -0500

William,

I just came across your article. I have to agree with the article, I can tell that you have done your research and have talked to some people with great insight on the new iPhone. Looks like there are a few companies out there that are set to profit from this new phone. Keep up the great work.

Western Union Is Ready To Roll

Tue, 16 Jan 2007 16:24:54 -0500

John Thompson is correct, but I think he is saying things that should have been noticed before it was spun off.

Disney's Friday Proxy: Another Day, Another Excessively Paid CEO

Tue, 16 Jan 2007 16:16:53 -0500

David,

I just saw your article and I have to agree with the write up from Guru. I have read a few of your articles here on SeekingAlpha and I will continue to read. There is a lot we can all learn from you, as you are doing the research that all investors should be doing. Keep up the great work.

Microsoft Vista's Voice-Recognition Software: The Future of PC Applications

Thu, 11 Jan 2007 13:24:07 -0500

Andy,

I just found your article. It is interesting, having the entire computer be voice operated. You are right, there is a lot of benefit in the emerging economies that have not grown up with keyboards and mice. Can you tell me more about Nuance and where their core focus is?

Whole Foods, Whole Portfolio?

Wed, 10 Jan 2007 13:27:05 -0500

Joseph,

I have to admit, you did a great job on this article. I have been watching Whole Foods for awhile and really loved the fact that it had such a drop after a disappointing SSS growth. It makes it a perfect buying opportunity. I found your article on my site,FeedTheBull

The Year of Living Nervously for Microsoft, Airbus

Thu, 04 Jan 2007 15:55:56 -0500

David,

I recently stumbled upon your article. It is an interesting argument that you have, but as it was mentioned on the writup of this article on my site, the majority of the people that can and are willing to walk away from Microsoft are not your average users. And that the average user will have a hard time being able to walk away. Let me know what you think.

Jim Cramer's Mad Money In-Depth Stock Picks, Jan. 3

Thu, 04 Jan 2007 10:28:03 -0500

Miriam,

I just wanted to thank you for your review of last nights show. Jim Cramer truly is mad, but he is good at what he does. I saw this posting over on my site, (VFeedTheBull

A Closer Look at USG Corporation

Mon, 01 Jan 2007 13:23:30 -0500

Joseph,

You wrote a great article here on USG. I have to agree that people should not just jump into the company because Warren Buffett has a stake in the company. AS you mentioned, he has been in for a long time, back at some of its all time lows. People wanting to get in now, just because he is, may not realize some of the same gains as they may think. AS I can see from your article, you ran your own DCF on the company and came up with a potential 60% + gain on the stock. Do you mind me asking what your discoutn rate was, how far out you projected, the growth rates you used and what other assumptions you may have used for your model?

A Look At Stock Exchange Stocks

Fri, 29 Dec 2006 11:24:20 -0500

As well, I personally own NYX, in interest of full disclosure.

A Look At Stock Exchange Stocks

Thu, 28 Dec 2006 10:24:16 -0500

I am a huge fan of the stock exchange stocks and have been following them for awhile. I think you put a great article together showing the sheer growth in the industry. Thanks for your research, it will be very useful.

XM or Sirius? Why Not Both?

Tue, 26 Dec 2006 15:56:27 -0500

H.S. I think you are absolutely right. I have been saying the same thing for some time now, great article.