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  • Sirius XM: Great Company, Overvalued [View article]
    I heard the same type of advice when I sold my Apple. They said the IIe would not make it because of the lack of software, LOL. That was almost 30 years ago.

    Looking at the financials right now for SIRI is not the way to project future valuation.

    SIRI has the potential of going way past the 100 mark in a similar 30 year time frame. Less certain is me being around to see it.
    Feb 8, 2011. 10:07 AM | 3 Likes Like |Link to Comment
  • Insider Buys and Sells: Cirrus Logic, GameStop [View article]
    These guys at CAT are buying. We broke 100 today. Next goal 120+
    Feb 7, 2011. 10:29 AM | Likes Like |Link to Comment
  • Insider Buys and Sells: Cirrus Logic, GameStop [View article]
    Form 4s can be found at
    Feb 7, 2011. 10:28 AM | Likes Like |Link to Comment
  • Stocks Remain Poised for Steep Decline [View article]
    Eric - Your headline with some readers interpreting as alarming has attracted me and it is a fresh view for those into the bull frenzy of the market. The fact is that we are still recovering from a terrible decline and it may have a way to go. Secularly for the longer term as you point out, returns are not expected to be as robust as in the past year and a half. However, positive returns including dividends are expected to remain positive but your adjective of poor I believe is correct in comparison to the returns of the recent past. But what is the alternative?

    On a risk reward basis, waiting for stock and bonds yields to increase with a cash position going into a bear market loses interrum returns and stocks (at least today) continue to rise. For this reason, I believe it is prudent to keep high yielding stocks and bonds and otherwise remain diversified to allow reinvestment of portfolio cash flow into the best alternatives as they become presented.
    Feb 7, 2011. 10:22 AM | 1 Like Like |Link to Comment
  • Sirius Has Another Breakout: Up 3,136% From 2009 Low [View article]
    This is like the guy seeing the wheel for the first time and wondering what you can do with it.
    Feb 4, 2011. 10:05 AM | 3 Likes Like |Link to Comment
  • Sirius Has Another Breakout: Up 3,136% From 2009 Low [View article]
    I got CAT fever too. Look at the man in the hat!
    Feb 4, 2011. 10:01 AM | Likes Like |Link to Comment
  • Stocks to Benefit From an Iron Ore Bull Market [View article]
    One thing when it comes to commodities, with iron ore you don't have to worry about not having enough rain or getting too hot or getting wet at harvest time. Regardless, the stuff will always be there. Its just a matter of demand and mining/shipping infrastructure and the quality of new sources coming on line to compete. Its amazing that MN can supply China with it economically. And, as an inflation hedge, MSB has been better than gold these past two years.
    Feb 4, 2011. 09:43 AM | 2 Likes Like |Link to Comment
  • Johnson & Johnson Should Fit Nicely in Most Dividend Portfolios [View article]
    JNJ - Certainly a good LT hold. I bought it on the high side and will await to add as cash builds in my IRA.

    My attraction was their new blood test for tumor tracking. I believe that this low invasive diagnostic test can be further developed for preliminary screening. If this then takes hold - it could be their Viagra to be a multi-billion dollar market. No doctors would miss prescribing this test. The risk to miss a diagnosis of cancer would make it mandatory.
    Feb 3, 2011. 03:01 PM | 3 Likes Like |Link to Comment
  • Is Crude Oil Breaking Out? [View article]
    Very interesting that current speculation is on shipping and the amount is not that significant to push up costs of shipping to the extent that the price has already moved. If a peaceful transition is realized, the price decline could be much faster than the current rise and the longs won't be able to cover margin calls. Distant contracts may fall faster than close ins.
    Feb 2, 2011. 03:51 PM | 2 Likes Like |Link to Comment
  • Is Crude Oil Breaking Out? [View article]
    Egypt can be the first domino to fall with more liberal governments taking hold in the Middle East. This could break the hold of the cartel. I'd keep speculative long positions in short-term contracts only. Long-term could be a disaster.
    Feb 2, 2011. 03:15 PM | Likes Like |Link to Comment
  • Under the Hood of the CPI: Transportation Inflation [View article]
    Correct. But we are the victims of its use. The CPI adjusts the incomes of a significant majority of Americans including Government Retirement Annuities, Government Salaries and locality salary differentials, Social Security Retirement and disability payments along with many private business and labor unions in setting salary and pension payment increases. Accuracy in measurement of the cost of living is very important and additional funds and support should be directed to improving the index's reliability and timeliness.

    Retirees are suffering from increases in medical costs and are not benefiting as much from reduced interest rates on mortgages and other housing costs. We need age differential indices to show consumer weights for the different age groups to better gauge the need to increase annuities to cover these costs that are well outside the average of the total population.
    Feb 2, 2011. 10:57 AM | 1 Like Like |Link to Comment
  • Stocks to Benefit From an Iron Ore Bull Market [View article]
    Wow! You make it look like us MN folks are just small potatoes in this fray. To get all this iron out of the grough they are all going to need CAT and with the BUCY takeover they are the dominant mining machinery company.
    Feb 2, 2011. 09:25 AM | 5 Likes Like |Link to Comment
  • Ken Fisher's Top 10 Holdings [View article]
    Have to mention that CAT on your list was the best performing stock in the DOW average.
    Feb 2, 2011. 09:20 AM | 4 Likes Like |Link to Comment
  • Holy Grail for Income Investors? Consider Floating Rate Preferreds From BofA, GS [View article]
    Stay diversified. Merrill, Countrywide and BAC are all the same bucket. But, Merrill and Countrywide prefereds are better yielders.
    Feb 1, 2011. 06:13 PM | Likes Like |Link to Comment
  • Flir Systems: Unique, High-Quality Company With Exposure to Best Part of Defense [View article]
    Keep pushing the print button I'll keep pushing the read button.
    Feb 1, 2011. 06:08 PM | Likes Like |Link to Comment