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  • Don't Expect The U.S. Economy To Grow As Expected [View article]
    This is a good article. Depending on what any given investor is reading, of course, it is easy to not always remember how rosy are some of the projections. My own data points include a lot pertaining to middle class squeeze and diminishing ability for spending on discretionary stuff (higher health insurance premiums only explains part of that), so every once in a while I need to see something that explains the continuing rise of indices.
    Jun 2, 2014. 01:25 PM | 1 Like Like |Link to Comment
  • General Motors' Ignition Switch Victims Speak Louder From The Grave Than The Company [View article]
    That headline is over-dramatic. There haven't been that many deaths and no one is suggesting anything along the lines of a secret GM plan to implement population control via mass sales of unsafe vehicles.

    Yes, any single death is a serious matter, and if it is the result of a carmaker engineer's poor work, then the courts ought to determine what happens next. But let's not kid ourselves into thinking that every other carmaker is providing completely safe products, or that the consumers themselves are finding new and creative ways to kill themselves using the products.

    On an investing website, to talk about less than 20 car buyers 'speaking louder from the grave' than the carmaker who killed them is fairly irresponsible and most likely just an attempt to create clicks on the article.
    Jun 2, 2014. 10:19 AM | 5 Likes Like |Link to Comment
  • Weighing The Week Ahead: More Clarity From The Market Message? [View article]
    Statistically speaking, all these "the last time..." data crunches seem to be a sample size of one looking for a second. I don't mean to dismiss what you guys are doing, and for all I know maybe you have found the holy grail of market prediction tools, but at some point I'm left waiting for the correlation between TLT, unemployment and Cleveland Indian left-handed vs. right-handed ERA.
    Jun 2, 2014. 07:51 AM | 1 Like Like |Link to Comment
  • China fines companies for price fixing [View news story]
    Something funny about China fining anybody for price fixing.
    May 29, 2014. 12:02 PM | 3 Likes Like |Link to Comment
  • Dividend Yield Vs. Dividend Growth: Johnson & Johnson Vs. Eli Lilly [View article]
    In a low growth environment, what guarantees do you have that high yielders will be able to sustain their dividends through 2050?
    May 29, 2014. 09:45 AM | 1 Like Like |Link to Comment
  • Apple Has Regained Its Mojo [View article]
    I'm not quite a 'hater,' but I am conservative so I did let my shares go today. Maybe we'll see some selling on the news in early June to set up a new entry. But if not, then advance congratulations to all of you who will keep riding.
    May 28, 2014. 01:50 PM | 7 Likes Like |Link to Comment
  • Report: Apple cuts Beats price to $3B, expected to announce this week [View news story]
    Another factor in my loss of confidence is the blind faith so many other investors place in AAPL. I haven't seen a company yet that deserves blind faith. AAPL had a great run and for all I know may be able to extend that great run for years. But not forever - that shouldn't be assumed by any shareholder. What I saw on u-tube seemed to me to be a business mistake.
    May 28, 2014. 10:57 AM | 4 Likes Like |Link to Comment
  • Report: Apple cuts Beats price to $3B, expected to announce this week [View news story]
    In fact, I'm out. When a technology innovator now can't keep secrets and tries to talk business with guys like what I saw blathering every cuss word they know on u-tube, well, not the same AAPL anymore. Actually, it's more similar to the original AAPL that almost went out of business than the follow-on AAPL that built up such a stellar balance sheet. But either way I'm not all that far from my price target and I've lost a lot of comfort with this company now.
    May 28, 2014. 10:44 AM | 8 Likes Like |Link to Comment
  • Report: Apple cuts Beats price to $3B, expected to announce this week [View news story]
    This whole thing is starting to sound amateurish. How does a 'deal' get leaked before the prospective buyer even begins due diligence to figure out what they might be willing to pay for the prospective purchase?

    Bizarre, and rather uncharacteristic of AAPL.
    May 28, 2014. 10:31 AM | 2 Likes Like |Link to Comment
  • New recalls and charges at General Motors [View news story]
    Mostly irrelevant, at least that's my guess. The brand's strength is being cheaper than comparative Toyotas on economy end and offering a lot of bells and whistles that have nothing to do with car quality on the luxury models. Consumers have consistently shown in the past they will buy these cars. You could go back and forth all day about whether any buyers will avoid GM or conversely be attracted to GM (the idea that at least they now are fixing their problems), but I think in the end the recalls won't affect a significant proportion of prospective buyers. Like I said - that's my guess, which obviously could be wrong.
    May 20, 2014. 01:09 PM | 3 Likes Like |Link to Comment
  • Wal-Mart And Target Both Win Right Now [View article]
    Ah, good point, Gary. So let's see. On the one hand, we have Buffett upping his position in WMT. On the other hand, we have you calling it a loser. Hmmm, not sure how to balance those opinions out.
    May 20, 2014. 10:15 AM | Likes Like |Link to Comment
  • Wal-Mart And Target Both Win Right Now [View article]
    Yeah, all this negativity is catching my contrarian interest.
    May 20, 2014. 08:08 AM | Likes Like |Link to Comment
  • Is Family Dollar Stores A Buy For Dividend Investors Today? [View article]
    Every investment carries some risk. Among the risks for FDO is there won't be any low income families who need to buy stuff. Long here as well.

    Look, I get the WMT concern, but they really are different models. It would be like someone saying that 7-11 will never catch on because people can buy the same things for less at Giant (except FDO combines convenience with lower prices at the cost of quality). WMT is more for weekend shopping trips while FDO is for popping in to find something quick. At least that's how the dynamic the two stores seem to have in my area. With FDO, that model intuitively sounds questionable - a lot of brick and mortar for a convenience store - but then I look at that track record of dividend increases and just remind myself there must be more prospective FDO shoppers than I can see on a daily basis.
    May 20, 2014. 08:03 AM | 1 Like Like |Link to Comment
  • Is Apple Ready To SLAM The World? [View article]
    Why? Seems like a lot of effort, but for what gain?
    May 15, 2014. 02:20 PM | 1 Like Like |Link to Comment
  • Daily State Of The Markets: Time For A Portfolio Pep Talk [View article]
    "In short, the stuff that wasn't working is now working."

    Contrarians everywhere are shocked, shocked to learn there is gambling going on at Rick's. Now hand us our winnings, please.
    May 15, 2014. 08:57 AM | Likes Like |Link to Comment