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  • 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 | Likes 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
  • Caterpillar plunges on profit drop, lowered outlook [View news story]
    Commodities are trying to tell us that we face serious downward pressures worldwide. We can keep finding reasons to be optimistic (see Jim Cramer today), but that may be a case of whistling in the dark.
    Jan 27, 2015. 02:25 PM | Likes Like |Link to Comment
  • The handbag rally is back on [View news story]
    It's good that handbags are doing well, but as an indicator of company value, other factors excel. Where is the momentum? Which firm has a grip on the future?
    Even the current situation is of doubtful reliance, but, putting it all together, KORS has the bull by the horns.
    Jan 21, 2015. 12:40 PM | Likes Like |Link to Comment
  • Potential Acquisition And Break-Up Value Represent Huge Upside For Nuance Communications [View article]
    The big question is how heavy a weight to attach to weak/selfish management. Other factors seem to be largely neutralized by management failures and their effect on the outlook. If we see a change in management personnel, that might trigger my purchase of the stock (See RAD as an example). Until then, I find it difficult to be convinced.
    Jan 7, 2015. 11:09 AM | 1 Like Like |Link to Comment
  • Facebook buys voice recognition tech developer [View news story]
    There is a lot of nit picking going on about FB's weaknesses (e.g., teenage disaffection) but the big picture is that FB is a brilliant and aggressive innovator who deserves considerable respect in the battle of the Internet.
    Jan 5, 2015. 06:11 PM | 7 Likes Like |Link to Comment
  • Best Of 2014: Economics, Capital Flows And Innovation [View article]
    For a short seller, this is a great report. The problem is that there are countervailing tendencies that tend to offset the gloomy message. Lower oil prices are a net plus for the world economy; Russia in trouble is geopoliticaly promising; oil is still the dominant fluid of the this century: equities are still the most promising vehicle for investment; China has the power to manage its problems; Europe, too, is likely to start doing the right things. Gloom is all around us, but the digital revolution is more promising than all the gloom in the world. We are in the midst of dramatic change that will be too powerful for the gloomsayers to overcome.
    Dec 31, 2014. 12:43 PM | Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    All the detailed analysis aside, AAPL suffers from the combination of the law of large numbers and the demand for constant innovation on a large scale. The market looks ahead and wonders how AAPL can keep pulling off successful innovation in a sector known for strong competition and rapid internal change. I expect the iWatch to lay an egg for the simple reason that men buy watches as jewelry, not for practical use.
    Can AAPL stock withstand a surprise failure in any segment with high expectations? I doubt it, and that is the principal drag on the stock.
    Dec 5, 2014. 12:00 PM | 11 Likes Like |Link to Comment
  • Facebook developing website for professionals [View news story]
    Naturally, a lot of players are going after the same markets. The winners will be those with the best platform, customer satisfaction and clean execution. If FB can avoid LinkedIn's cluttered execution, I can picture their taking a lot of market share.
    Add to that FB's huge and growing user base and the outlook for them seems strong.
    Nov 17, 2014. 11:33 AM | 1 Like Like |Link to Comment