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  • Apple Demand Explained By Thorstein Veblen [View article]
    Having been born outside the US and having
    lived most of my life outside the US, I cannot
    believe my eyes when I read this codswallop.

    I know all the countries mentioned. You'll
    find a hundred people or more in every one
    of them who wishes to move to America,
    compared to one person in America who
    wishes to move to any one of them. If
    you can find such a person in America.
    Sep 15 03:27 PM | 3 Likes Like |Link to Comment
  • Akamai Technologies: An Investment Opportunity In A Growth Tech Stock [View article]
    In addition to the many reasons listed above, there is
    yet another reason why AKAM is an attractive stock.

    It may be a take-over target for BABA when BABA
    looks for a good use to make of the billions it will
    take in the IPO which is now pending.
    Sep 11 02:10 PM | Likes Like |Link to Comment
  • More Rig Retirements To Come In Offshore Space [View article]
    Very useful, but what about SLB,
    perhaps the biggest and certainly
    one of the best?
    Sep 9 08:33 AM | Likes Like |Link to Comment
  • Ryanair confirms Boeing purchase; deal includes option for additional 100 [View news story]
    Will they have coin-operated toilets?

    Ryanair is the master of squeezing every
    penny out of the hapless flyer, and the
    CEO once jumped on the question to
    get a lot of free pr by saying he was
    thinking about it.

    Didn't happen then, but who knows in
    the future?

    Take an empty bottle with you just in
    case next time you fly Ryanair.
    Sep 8 10:37 AM | 1 Like Like |Link to Comment
  • Update: Chevron's Stakes In Argentina Holding Despite Rocky Politics [View article]
    Excellent analysis, many thanks Jennifer, very reassuring
    to a Chevron investor who is well aware of the risks of
    anything connected with Argentine.

    My Chevron holding is many years old, but I'm
    still adding to it on dips. It is by far the canniest
    operator of any of the oil majors in an environment
    that gets more perilous by the day anywhere around
    the globe.
    Sep 5 02:01 PM | 1 Like Like |Link to Comment
  • Making A Case To Be Cautious About Gilead Sciences [View article]
    Differentiated pricing is not new, it's being going
    on for decades. Superior management which
    GILD has can handle this without problems
    Sep 5 09:01 AM | 2 Likes Like |Link to Comment
  • Investors Should Be Wary Of Write-Downs In The Offshore Drilling Sector [View article]
    What happened to SLB?

    Industry leader?
    Aug 28 08:19 AM | Likes Like |Link to Comment
  • Australia's Largest Oil Discovery For 20 Years Is A Massive Scoop For Apache Corp [View article]
    My understanding has been that APA is shedding
    its non-US holdings, not developing them. So
    while this is a lovely find it is lightly that APA
    will seek to dispose of it, not develop it, so that
    it can continue to build its focus on the US.
    Aug 26 02:02 PM | Likes Like |Link to Comment
  • A Long-Term Threat To Apple [View article]
    Icahn adds to his AAPL?

    Who needs to know any more than that?

    Buy AAPL.
    Aug 13 04:03 PM | 6 Likes Like |Link to Comment
  • Why Apple Will Never Buy BlackBerry [View article]
    The poor Canadians have been trying for
    years to get Obama to approve the Keystone
    pipeline which would be a terrific boon for
    both countries.

    The Canadians actually pleaded for a "no"
    on the grounds that any decision would be
    better than no decision.

    But Obama is messianic as Bill Clinton said,
    and so responds only to his own inner voices.

    So if AAPL did buy BBRY, the Canadian government
    could withhold approval unless the US finally approved

    That could work, but only after noon on January 20, 2017,
    when Obama leaves office.

    That would only be about nine years after the Keystone
    application was first filed with the US State Department,
    which approved it when Hillary was running State but
    the White House refused to agree.

    Poor Canada.

    Poor USA.
    Jul 28 02:22 PM | 3 Likes Like |Link to Comment
  • Oil prospectors shifting focus back to wealthy, more predictable countries [View news story]
    Yes indeed.

    That's what the Wall Street Journal says in
    in a long and much more detailed story
    starting on its front page this morning.

    What a happy coincidence.
    Jul 28 01:21 PM | Likes Like |Link to Comment
  • General Electric Vs. Boeing [View article]

    Golf swing? I'm now 87 so the only
    thing I'm swinging is my daily jar
    of red wine. The Harvard Medical
    School says that red wine from a
    cold climate is life-extending.

    Harvard probably added "in moderation"
    but that makes no sense. How can you
    have too much of a good thing?

    Anyhow I think keallen gets it wrong.
    Immelt's whole effort for his dozen years
    has been to simplify GE, to concentrate
    on what GE does best and get rid of the

    That strategy is coming to fruition now
    and the share price is starting to move up.

    I was concerned that the presence of the
    French government in the background of
    the Alsthom deal might harm the deal.
    My French friends reassured me on that,
    it is no problem.

    GE has been in France for many years with
    major operations and knows the scene and
    how to operate successfully in France.

    In fact the best thing for France, a country
    I know very well, would be for GE to run
    the whole place.

    Now that would really be complexity and
    Immelt would refuse that deal in about
    ten seconds flat. As General de Gaulle said,
    how can anyone run a country that produces
    490 different cheeses?
    Jul 24 02:10 PM | 10 Likes Like |Link to Comment
  • General Electric Vs. Boeing [View article]
    Many thanks Bret for this helpful analysis.

    I have both GE and BA.

    You are very timely in your conclusion
    because BA is down about 2% at the moment
    and so I will add to my position.

    I am totally in favour of simplicity because
    I am now older and complexity gets harder
    and harder for me to handle.
    Jul 24 01:36 PM | 3 Likes Like |Link to Comment
  • The Fourth Arrow Option - How Japan May Side-Step Structural Reform [View article]
    Very interesting and thorough.

    But with one important omission.

    What about rising tensions with China
    where each side is dragging out the
    horrific past deeds of the other, inflaming
    public opinion?

    Coupled with reducing role of America as
    peacemaker between Japan and China,
    reducing which will continue at least until
    Obama leaves office January 20, 2017,
    serious reductions in America's military,
    coupled with serious rises in militaries of
    both Japan and China.

    No replacement for America in this role, so
    war cannot be excluded.
    Jul 19 10:00 AM | Likes Like |Link to Comment
  • Verizon Looking To Challenge Akamai With New Cloud-Based Web Application Firewall Service [View article]
    So what's your conclusion on AKAM?

    Buy? Sell? Hold?

    Jul 9 07:18 PM | Likes Like |Link to Comment