Adobe Should Profit From iPhone; Apple Should From Cisco's Lawsuit [View article]
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.
Disney's Friday Proxy: Another Day, Another Excessively Paid CEO [View article]
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 [View article]
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?
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</A... and enjoyed reading your thoughts. I can't believe you don't want to get in, however, if you put a 33% Margin of Safety on it. I would recommend buying it in installations, but now is as good of time as any to open up a position in the company.
The Year of Living Nervously for Microsoft, Airbus [View article]
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.
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>... and thought I would come check out the full article.
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?
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.
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Latest | Highest ratedAdobe Should Profit From iPhone; Apple Should From Cisco's Lawsuit [View article]
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 [View article]
Disney's Friday Proxy: Another Day, Another Excessively Paid CEO [View article]
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 [View article]
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? [View article]
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</A... and enjoyed reading your thoughts. I can't believe you don't want to get in, however, if you put a 33% Margin of Safety on it. I would recommend buying it in installations, but now is as good of time as any to open up a position in the company.
The Year of Living Nervously for Microsoft, Airbus [View article]
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 [View article]
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>... and thought I would come check out the full article.
A Closer Look at USG Corporation [View article]
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 [View article]
A Look At Stock Exchange Stocks [View article]
XM or Sirius? Why Not Both? [View article]