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  • Wisdom Tree Investments Has Bottomed Out [View article]
    It would be interesting to know if WisdomTree directors and officers invest much money themselves in WisdomTree products.
    Aug 18, 2014. 12:14 AM | Likes Like |Link to Comment
  • Proverbs That Guide My Investing [View instapost]
    Thank you for an excellent and wise article. I too will save it for future reference. I commend you for your hard work, which is a central part of the Biblical view of investing, as well as life in general.

    Keep up the excellent work!
    Jun 7, 2014. 11:44 PM | 1 Like Like |Link to Comment
  • Digital Cinema Destinations: Investing In A Middle-Market Roll-Up Without The Private Equity Fees [View article]
    It would be interesting and helpful to hear more analysis of the alternative content option, and how this can contribute to the bottom line. It in our area, both the large chain cinemas and the independent cinemas seem to be offering more of these choices (Metropolitan Opera, other cultural and artistic offerings, classic big screen films once a week, summer series for children, 1x showings of independent films that haven't been picked up for nationwide distribution, including religious films). Does anyone have a data based understanding of how this kind of programming improves a cinema's business?
    Feb 26, 2014. 12:05 PM | Likes Like |Link to Comment
  • Does Someone Have Bad News About Amarin? [View article]
    Good article. I like many others have also been wondering what is going on, and your analysis at least sketches out some possible reasons for what is going on. I'm long AMRN and some other biotechs. AMRN's volume % above normal and drop are larger. My holdings aren't some big sample or anything that meaningful probably, but the discrepancy is still worrisome.
    Oct 9, 2013. 12:17 PM | Likes Like |Link to Comment
  • On Human Fertility, Part 3 [View article]
    Very interesting article. Thanks for writing about this, which is more relevant to investing than one would think at a first glance.
    Sep 5, 2013. 01:01 AM | 1 Like Like |Link to Comment
  • Dare I Say Amarin Looks Bullish On Good News? [View article]
    Thanks for your even tempered tone on the subject. I enjoy reading articles pro and con on investing topics, and believe it to be part of any routine due diligence to learn of the possibly negative aspects of an investment I am interested in. So I've appreciated your critical pieces on AMRN, and applaud you for being open to its positive potential as well.

    The acquisition of Omthera by Astra Zeneca strikes me as mixed news. That the cheaper rival was purchased by a big pharma may alarm at first glance. But the deal does underscore the value of these types of treatments and possibly create pressure on AZN's competitors to purse a much better established AMRN.
    May 30, 2013. 01:42 PM | 1 Like Like |Link to Comment
  • Prospect Capital's Foray Into Real Estate [View instapost]
    Why do you invest in PSEC given your concerns?
    May 15, 2013. 01:07 AM | Likes Like |Link to Comment
  • Can Amarin Make Me A Believer This Thursday? [View article]
    One topic I have not seen addressed in articles and comments is mutual fund ownership of AMRN. Some good quality funds such as TRowePrice Health Sciences have positions in the company. I'd be interested to hear what others think of this point.
    May 6, 2013. 01:20 PM | Likes Like |Link to Comment
  • Swiss Helvetia Offers Swiss Blue Chips At A 13% Discount [View article]
    I've done well with this holding. Even though it may be true that purchasing the individual securities, such as the top 4, might be a better proxy for a hands-on, active investor, SWZ works well for those of us who want some help in stock selection and access to Swiss markets. My memory agrees with Mr. Lewis' comments. The fund has not done as well during the past 2-3 years. But prior to that, it had a sterling run that beat all the relevant Swiss indexes. I would turn skeptical if SWZ continues to lag.
    Mar 14, 2013. 12:33 PM | Likes Like |Link to Comment
  • The yen's devaluation is boosting WisdomTree (WETF), of all things, thanks to the ETF provider's Japan Hedged Equity Fund (DXJ). The once-small fund has beat all other ETFs in asset-gathering this year with $3.17B, and WisdomTree's stock has soared 57%. "There's a lot of ETF industry hope packed into this one small cap stock," writes Brendan Conway. [View news story]
    While not as spectacular, WisdomTree's DEM, ELD, and DGS have also done well over the past few years.
    Mar 13, 2013. 01:29 AM | Likes Like |Link to Comment
  • Why American Capital Is One Of My Favorite Investments [View article]
    A minor question in light of all the issues you cover, but how do you assess the salaries they pay? Are they in line with industry standards and the responsibilities involved with a company like this? They looked high to me, but I'm not knowledgeable about these things.
    Nov 29, 2012. 12:27 PM | Likes Like |Link to Comment
  • Immunogen Revenue Can Be Much Higher Than Analyst Predictions [View article]
    Thank you. Your point is well-taken. If you are correct, the analysts responsible for the down-grade in IMGN were sloppy to say the least.

    Long IMGN as well
    Nov 1, 2012. 05:26 PM | Likes Like |Link to Comment
  • Boosting Retirement Income With BDCs [View article]
    This is some very helpful information. Thank you. Fascinating to see the range of performance in 2008 and 2009, illustrating the difference quality makes. I've owned TCAP since 2009, but didn't realize how well it stood up during this rough period. While I appreciate your general idea of BDC performance in down times, it certainly would have been a pity to "fold" TCAP because of the 2008-09 decline.
    Oct 30, 2012. 10:27 AM | Likes Like |Link to Comment
  • Boosting Retirement Income With BDCs [View article]
    I've read numerous comments in articles and short comments like those above of the risky nature of BDCs given the type of business they operate. Hence, many share the concern regarding the impact of a weakening economy on BDCs. What would be of additional interest is more analysis of the comparative strengths of different BDCs. Many survived 2008-09 in good form; others did not.

    Oct 29, 2012. 01:10 AM | Likes Like |Link to Comment
  • BDC Review Redux IV: 5 Unusual BDC Opportunities [View article]
    A quick follow up question--have you or will you cover PNNT in this series?
    Oct 16, 2012. 12:46 PM | 1 Like Like |Link to Comment