Interesting point - zero following right now too. I imagine that most people read them on the Bespoke blog site. I read them here to save time, although there's a few regular features that I go to their site for every quarter. Be careful out there, omooc.
The Ultimate Guide To Finding Double Digit Dividend Growth Stocks [View article]
I worry about the quality of FIN VIZ data, and I'll tell you why: Over a year ago, I noticed that they had Millipore in their seemingly wonderful heatmap of the S&P 500. Thing is, Millipore is no longer in the 500, and the symbol now belongs to MFC Corp (not in the 500). I wrote them a number of times asking about their updating policy and pointing out the error, and they've never responded or done anything about it. So, FIN VIZ might be well-packaged and convenient, but caveat emptor.
Carbo Ceramics Revisited: An Alternative Natural Gas Play [View article]
Nice article - you don't seem to suffer from confirmation bias, and it's never wise to turn your back on a sector. CRR seems to pop up on every screen I run lately -- it's worth looking into and you have given me some good insights.
You say avoid, then scrutinize, and end up by saying how Buffett (who's no slouch) owns billions of IBM (but fail to mention how Berkshire ditched Intel in August). Not a good use of my time reading this.
Life Insurers: Resolving Issues Raised By Beta, Cost Of Capital And ROE [View article]
Tom, I'm a working economist/statistician, student of finance, and a value investor. I'm just writing to say that I always enjoy reading your articles -- you present solid, grounded and often-difficult concepts in a practical and understandable way, and I find it refreshing how you always convey a sense of humility that belies your knowledge and attention to detail. Thank you. Jim C Ottawa, Canada
The Real Experiment That Is Being Carried Out In Japan [View article]
A small typo in the lead quote from Keynes - he referred to "us" and not (the) U.S.
cj
Western And Seagate: Surprising P/E Ratios [View article]
The Low Volatility Story In Pictures [View article]
What's Leading This Sell-Off? [View article]
Be careful out there, omooc.
An Overview Of UnitedHealth's $70 Fair Value [View article]
How Individuals Can Gain An Advantage Over Institutional Investors [View article]
J
The Ultimate Guide To Finding Double Digit Dividend Growth Stocks [View article]
An Opportunity In NL Industries Reminiscent Of Buffett's Sanborn Map Deal [View article]
Household Net Worth: The 'Real' Story [View article]
HP's Autonomy Buy Is a Move Toward a More Stable Enterprise Business [View article]
:-D
Carbo Ceramics Revisited: An Alternative Natural Gas Play [View article]
CRR seems to pop up on every screen I run lately -- it's worth looking into and you have given me some good insights.
Top 10 Pick: Buy NCR (And Then Again) [View article]
Earnings Analysis: Lockheed Martin [View article]
Avoid These 5 Dividend Stocks [View article]
Life Insurers: Resolving Issues Raised By Beta, Cost Of Capital And ROE [View article]
I'm a working economist/statistician, student of finance, and a value investor. I'm just writing to say that I always enjoy reading your articles -- you present solid, grounded and often-difficult concepts in a practical and understandable way, and I find it refreshing how you always convey a sense of humility that belies your knowledge and attention to detail. Thank you.
Jim C
Ottawa, Canada