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philhtur

philhtur
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  • Clean Energy Remains A Margin Story That Isn't Improving [View article]
    While I agree on the metrics focus of this article, I think the fact that Mr. Market has not sold off CLNE despite the recent miss, is a sign that CLNE has more upside. In addition, clean tech is a long-term bet and CLNE seems to be making slow, but fairly steady progress. I wish that progress were faster and more transparent though. Long CLNE.
    May 14, 2015. 10:58 AM | 6 Likes Like |Link to Comment
  • Linn Energy, A Perfect Cash Burner [View article]
    Depreciation and Mark to Market asset adjustments clearly DO NOT DISGUISE operating losses. Furthermore, your title is deceptive: "Cash-Burner" is clearly not applicable. Now that you've admitted that you understand the non-cash items in the Income Statement, you revel yourself.
    May 2, 2015. 08:45 AM | 5 Likes Like |Link to Comment
  • Linn Energy, A Perfect Cash Burner [View article]
    What the author apparently fails to realize is that net income is not a particularly important metric for an income stock such as LINE. This quarter's figures above tell the tale: the big expenses were for depreciation and asset write-downs, both non-cash items. Income investors will focus on free-cash flow...that's what pays our "bills".
    May 1, 2015. 06:09 PM | 27 Likes Like |Link to Comment
  • W.R. Berkley Is A Gem In The Insurance Industry [View article]
    Thanks for your article. I have been long WRB since August 2012 and it's had a very nice run. The company's consistent record of combined ratios less than 100 demonstrates its underwriting discipline. If it can continue to earn more investment income as well as profit from its float, WRB may well reach the $80 range... even in a hard market.
    Apr 17, 2015. 09:42 PM | 1 Like Like |Link to Comment
  • Qualcomm: The Enemy Of My Enemy May Not Be My FRAND [View article]
    Thank you for this article (and others who commented).

    I think the general business issue here is the risk to any profits that depend on the "stroke of a pen". Such profit streams are always subject to the threat of legal "reinterpretation". Thus QCOM is riskier (in this regard) than INTC, whose competitive moat includes superior chip-making capabilities.
    Apr 17, 2015. 09:26 PM | 2 Likes Like |Link to Comment
  • How Corning Will Continue To Grow [View article]
    Long GLW since Sept 2012; up nearly 100% (dividends included).

    This company is an impressive industrial innovator, as your article highlights.
    Apr 16, 2015. 07:34 AM | 2 Likes Like |Link to Comment
  • Equity CEFs: The Insanity Of CEF Investors [View article]
    Thanks for bringing GRX to my attention last year. I'm very happy with its performance.
    Apr 6, 2015. 12:32 PM | 6 Likes Like |Link to Comment
  • Gold Slides As The Greenback Climbs [View article]
    To say, as the author does, that "Gold has no intrinsic value." is to deny that gold has been a reliable store of value for millennia. It is the dollar and paper currencies that have no intrinsic value!

    Gold is money (but not an investment, since it produces no income) and while the dollar has risen in value relative to gold since 2013, the dollar's rise is rooted in the confidence in America's economy relative to confidence in other economies. If (or better, when) that confidence is shaken, the dollar will fall relative to gold and another devaluation of the dollar will take place. I'm old enough to have lived in an era that $35 dollars "bought" an ounce of gold (at least, if you were a sovereign creditor, such as France). Today if takes about $1200 to buy an ounce of gold. So who still thinks that gold has not beat the dollar as a reliable store of value?
    Feb 15, 2015. 11:12 AM | 4 Likes Like |Link to Comment
  • Free Windows 10 Upgrade Can Impact Microsoft And The PC Market [View article]
    I was reluctant to install Win 8 at first, but then I decided to install it in a dual boot configuration with Win 7 on my desktop. I'm glad I did. Win 8 boots so much faster, and with a little learning, I like the new navigation options it affords. I almost never boot Win 7 anymore.

    I think this is a smart move by MSFT to get users over the Win 7 hump, especially business users. I disagree that MSFT upgrade history is bad.... except for Vista.
    Jan 21, 2015. 10:06 PM | 4 Likes Like |Link to Comment
  • ARM server CPUs get a backer in battle against Intel [View news story]
    Dumping inventory??
    Dec 30, 2014. 07:14 PM | 2 Likes Like |Link to Comment
  • Apple Solar Frenzy: Benefiting Shareholders And The World Alike [View article]
    Too bad you don't show the figures underlying your assertion that the Apple solar investments "will pay for itself in 10-13 years". As the owner of two solar arrays myself, I'd be very happy to see a financial payback in such a time frame, or in any time frame. I applaud going renewable, but I don't think you do it in expectation of a financial payback on the electricity produced itself.
    Jul 16, 2014. 03:17 PM | 2 Likes Like |Link to Comment
  • Walgreen Vs. CVS Caremark: Comparison Of 2 Pharmacy Retail Giants [View article]
    Freebra: Thanks for your reply. The incident I mention is not the only failure in customer service I've experienced at CVS... just the most egregious. Their customer fulfillment processes are weak in my experience: a company's financials don't always capture the customer side of the company and I believe that CVS is an example.

    BTW I did report the error to the store manager and received an apology from the young pharmacist.... but my confidence was shaken.
    Jul 7, 2014. 07:59 AM | Likes Like |Link to Comment
  • Walgreen Vs. CVS Caremark: Comparison Of 2 Pharmacy Retail Giants [View article]
    Thanks for the financial analysis.

    I've made money investing in both companies. I'm long WAG at this time.
    In my own experience, living in New England, Walgreen's customer service is far superior to CVS's. I sold my CVS shares when the local CVS pharmacist made a serious error with my wife's prescription; fortunately, I discovered it before walking out of the store. I've never returned.

    I view the tobacco ban as a good publicity stunt for CVS, but until they correct their customer fulfillment processes (and train their pharmacists better), "social responsibility" doesn't translate to social benefit in my book.
    Jul 6, 2014. 09:35 PM | 1 Like Like |Link to Comment
  • Zacks' Bear Of The Day: Ericsson [View article]
    Ericsson holds a portfolio of very important wireless patents, including those for LTE. It's made a slow but sturdy rise from about $9 to $12.25 over the 3 years I held it... not great, but adequate. With the telecom build out worldwide, I think there's plenty of upside.
    Jun 12, 2014. 09:08 PM | 1 Like Like |Link to Comment
  • Target Corporation: The Factors To Consider [View article]
    Kevinconway: I respect your experience and viewpoint. I've sat in boardrooms also. Target needs to find a person who relishes the opportunity to turn around the Canadian operation and make a name for themselves and their team. It's often quite appealing to a leader to succeed to a position where there's a "mess" to clean up. Time will tell.
    May 30, 2014. 08:38 AM | Likes Like |Link to Comment
COMMENTS STATS
36 Comments
75 Likes