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  • Healthcare ratings roundup  [View news story]
    That Bernanke and Yellen, along with tons of other smart people, did not see the sub prime crisis coming is testimony to how hard it is for anyone to look ahead.
    Some analysts are chronically optimistic, usually because they are embedded in the Wall Street culture of self interested projections. Other analysts identify current trends and project them into inevitable disaster.
    Who will actually get a firm handle on the future is hard to say, but I tend to rely on what an old WSJ jounalist used to call "countervailing tendencies," meaning those forces that operate against the obvious trends. Even in the sub prime crisis, it was countervailing tendencies that brought us through the worst crisis of our memory.
    The whole of it is that none of us has a firm grip on what will happen next. Close observation of what's happening and the exercise of experienced intuition may be the best course. A little dose of humility might also help.
    Jan 8, 2016. 06:22 PM | 2 Likes Like |Link to Comment
  • Morgan Stanley to cut fixed income staff by 25%, reports say  [View news story]
    The market does not seem to see it, but there is a persistent process of erosion going on. Upside momentum is out of gas; sensitivity to bad news is vastly exaggerated; economic numbers are coming in weak. What is holding the market up? Maybe just the assumption of a December rally, maybe the persistence of the robotraders, who don't give a hoot for the fundamentals.
    All I know is that the opportunity risk ratio is currently very unfavorable. It will take a massive capitulation to make commons stocks attractive again.
    Nov 30, 2015. 06:40 PM | 5 Likes Like |Link to Comment
  • athenahealth (ATHN) Jonathan S. Bush on Q2 2015 Results - Earnings Call Transcript  [View article]
    Am I wrong in finding that the earnings of ATHN at about 9 million was after a gain on sale of securities of 20+ million under Other Income? I must be wrong.
    Jul 24, 2015. 03:24 PM | 1 Like Like |Link to Comment
  • Apple reveals Music service, News app, iPad multitasking, watchOS 2  [View news story]
    It's all part of building a better mouse trap. We should not expect instant gratification every time APPL appears in public.
    You are entitled to a yawn, but I am entitled to smile.
    Jun 8, 2015. 03:22 PM | 23 Likes Like |Link to Comment
  • Bio-Reference Laboratories: A Conundrum Wrapped In An Enigma  [View article]
    BRLI, like other diagnostic companies, has been under pressure to reduce it fees, and insurers have probably slowed their reimbursements, which would account for higher receivables.
    The point is that BRLI needs innovative diagnostic products and OPK needs the sales and marketing power of BRLI. Despite recent drags on operating results, BRLI is a very capable and well managed company. The sum of the two companies is bound to be greater than the existing separate companies.
    Jun 8, 2015. 02:57 PM | 2 Likes Like |Link to Comment
  • Opko Bolsters Both Drugs And Diagnostics With $1.5bn Labs Buy  [View article]
    BRLI's decision to go with OPK represents a strong endorsement of OPK's technical competence and of the prospects for its products as part of the BRLI diagnostic portfolio. BRLI is a very smart company....if they like OPK, so should I.
    Jun 6, 2015. 08:10 AM | 4 Likes Like |Link to Comment
  • Opko Bolsters Both Drugs And Diagnostics With $1.5bn Labs Buy  [View article]
    I am familiar with BRLI as very well managed and on the diagnostic cutting edge, but in need of additional impetus in a very competitive market. OPK has very bright prospects, but it lacks the marketing and sales power required by its products. Their marriage is about as synergistic as a marriage can get, transforming OPK from a serious spec to a real company with great prospects.
    Jun 5, 2015. 02:59 PM | 6 Likes Like |Link to Comment
  • Reasons To Consider Baxter International For Your Dividend Growth Portfolio  [View article]
    The article is very worthwhile. It seems to describe a sleeping giant about to wake up and start growing. While no one else seems to do so, I look upon BAX's remote home dialysis capability as a likely source of strong profit growth in a huge and growing market. Does anyone out there have an appraisal of that potential?
    Apr 6, 2015. 10:10 AM | Likes Like |Link to Comment
  • High-yielding Kinder Morgan is now a Buy, Stifel says  [View news story]
    KMI is okay for investors looking for generous and growing dividends, but for most of us, smurf has got it right.
    Apr 2, 2015. 11:32 AM | 4 Likes Like |Link to Comment
  • Westport, Volvo launches new combustion technology  [View news story]
    The market seems to forget that WPRT is making serious progress toward top line natural gas and hybrid engines. I am reassured that they will not run out of cash before capitalizing on their advanced stage of development.
    WPRT requires patience, but it has the potential for substantial success
    Mar 12, 2015. 11:30 AM | 1 Like Like |Link to Comment
  • Connected car demo from Visa, Pizza Hut, and Accenture  [View news story]
    I don' understand how knowing that a car has pulled into the lot accomplishes much. All the fast food outlets I use take orders from you while you sit in your car.
    Allowing customers to stay in their cars sounds like catch-up or worse. What am I missing?
    Mar 2, 2015. 12:08 PM | 1 Like Like |Link to Comment
  • Blackstone ready to invest $9B into struggling energy industry  [View news story]
    Bottom for oil? Blackstone can afford to bet on an eventual recovery. The will make pics at distress prices that are bound to work out eventually. I am not in that comfortable position and can get wiped out while I wait. The best move for me is to by into the Blackstone fund.
    Feb 23, 2015. 07:24 PM | 3 Likes Like |Link to Comment
  • Has Westport Innovations Peaked?  [View article]
    No one knows where oil prices will go. Betting on further appreciation may work, but it is strictly a crap shoot.
    Maybe someone out there could say something helpful about the fundamentals. For example, how important is the recent inclusion of WPRT's engines in another line of F-150s? Is the technical progress of WPRT R&D sufficient to get the company of the dime before funds run out? Will CMI acquire WPRT?
    If the fundamentals show promise, the stock is a Buy; if not, it's a Sell.
    Feb 17, 2015. 08:36 PM | 1 Like Like |Link to Comment
  • Carney: Hazard lights flash for auto lenders  [View news story]
    Thanks, rheimerl. I think you have answered my question handily.
    Feb 11, 2015. 09:01 AM | Likes Like |Link to Comment
  • Carney: Hazard lights flash for auto lenders  [View news story]
    In the world of finance, if something can go wrong, it will. If going wrong is profitable for firms and individuals, wrong will occur. Like Wackamole, wrong doing, seemingly whacked, will find another weakness in the system and raise its ugly head. Are auto loans against bad credit, a return to the pre-2008 abuses in another arena? What derivatives now spread the risk, seemingly protecting everyone but the American people? I don't have any answers. If you do, please tune in.
    Feb 10, 2015. 04:01 PM | Likes Like |Link to Comment