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  • Despite Weak Yen, AFLAC Stock Is A Good Investment Opportunity [View article]
    I appreciate your article. One minor point; when mentioning how many shares are repurchased it would be much more valuable if it was presented as a percentage of total shares. Buying back 9.8 million shares is impressive if the total count is 50 million shares, not so much if total count is 10 billion shares. But that aside I agree with you on AFLAC and continue to accumulate shares in it.
    Jul 2, 2015. 11:54 AM | Likes Like |Link to Comment
  • China's A Shares: My Biggest Bet In 67 Years Of Investing [View article]
    I admire your conviction. I bought ASHR last year, then sold them when they rose 100%. I was afraid a Chines bubble was about to burst.
    Jun 25, 2015. 01:43 PM | 1 Like Like |Link to Comment
  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    Amen! Seeking Alpha should have a separate category for Apple lovers. I own their stock but hate the vitriol of the postings from so many Apple fans. I suppose it demonstrates an underlying insecurity from having been out in the cold for so long.
    Jun 23, 2015. 03:11 PM | 1 Like Like |Link to Comment
  • IBM's Expanding Margins: Overly Aggressive Cost Cutting Or Change In Business Mix? [View article]
    The increase in the services margins seems quite simple. They have steadily moved from running data centers and call centers to projects involving big data and advanced programming. You can charge a lot more for a PHD in physics from MIT than you can for for a high school graduate from India.
    Jun 11, 2015. 03:30 PM | 5 Likes Like |Link to Comment
  • Ross Stores Has Excellent Financial Efficiency Ratios But They Aren't Good Enough [View article]
    TJX has done very well for me and are better positioned in markets outside the US. They seem to me to have more room to expand over the next 10 years.
    Jun 10, 2015. 02:12 PM | Likes Like |Link to Comment
  • Why Would Anyone Buy McDonald's Here? [View article]
    If you believe in turnarounds, this is the time to buy, not when they are priced for perfection. I for one am willing to hold on for a few years while they correct their problems.
    Jun 9, 2015. 10:12 PM | 13 Likes Like |Link to Comment
  • IBM: The Weakest Stock Out Of Buffett's Big 4 [View article]
    Foolish, foolish Buffett! He actually bought even more IBM stock. I do hope someone forwards your article to him so he can have the foolishness of buying IBM explained to him. He obviously needs all the investment advice he can get. I predict bankruptcy in his future.
    May 26, 2015. 08:19 PM | 5 Likes Like |Link to Comment
  • Thoughts On The Unexpected Resignation Of Lumber Liquidators' CEO [View article]
    As Kenny Rogers put it so well; you have to know when to hold them, know when to fold them. And LL should be folded before more more money is lost.
    May 23, 2015. 03:14 PM | 3 Likes Like |Link to Comment
  • What Do Yingli's Reassurances Mean To ADS Holders? [View article]
    Makes me appreciate my decision to get out with a small loss some months ago.
    May 21, 2015. 11:46 AM | 1 Like Like |Link to Comment
  • Growth Has Finally Dawned On IBM As It Continues To Transform. [View article]
    As one of those cut by IBM in the 1990's bloodbath I understand how many feel bitter about IBM. Fortunately I was not so bitter (or so foolish) as to sell my IBM stock at that time. Because I owe so many thousand IBM shares already, and because I am trying to diversify my holdings, I am not buying additional IBM shares.

    But I am certainly not going to sell them. I read the IBM annual report from cover to cover each year, and also believe they are moving in the right direction. And I love that dividend!
    May 14, 2015. 09:27 PM | 3 Likes Like |Link to Comment
  • Prospect Capital: Continued NAV Declines? [View article]
    Thanks to your "other PSEC articles" I sold my PSEC last year and can now read your comments for purely academic interest. Thank you for the great work you are putting into your articles. Articles like yours are why I read Seeking Alpha every day.
    May 6, 2015. 11:56 AM | 6 Likes Like |Link to Comment
  • Cloud Users Seek Niches, Including IBM [View article]
    Before Amazon tries to buy IBM, maybe they should figure out how to actually make a profit. Meanwhile IBM plods along with higher earnings each year, raising dividends by 18% again this year. Which one has a better chance of surviving I wonder?
    May 5, 2015. 03:21 PM | 2 Likes Like |Link to Comment
  • Notes from 2015's "Capitalist Woodstock" [View news story]
    Got to love Charlie Munger.
    May 2, 2015. 04:36 PM | 21 Likes Like |Link to Comment
  • I Am Holding My General Electric Shares And Intend To Add To The Position [View article]
    I also will keep my GE and add to it in the last quarter. I bless the pessimists and negative feeling stockholders as they hold the price down until GE place comes up in the rotation.
    Apr 20, 2015. 04:37 PM | 7 Likes Like |Link to Comment
  • International Business Machines beats by $0.09, misses on revenue [View news story]
    Looking forward to another 10% bump in dividends.
    Apr 20, 2015. 04:26 PM | 2 Likes Like |Link to Comment