eyekew

10 Comments

    • ON: Fri Jul 25th 12:15 PM
      Commented on:
      Seeking Alpha Stock Market Email Alerts FAQ
      I orinally received numerous alerts from you. A few months ago I started receiving a single alert with several topics: ETFs, Energy, Healthcare, Market commentary, energy, etc. That stopped this week and no matter what I check on the alerts page, I cannot return to either status. In particular, I am missing David Fry! What's happening? How do I get the alerts I want back, as the selections available aren't working for me.
      View article »
    • ON: Thu Jan 31st 12:27 PM
      Commented on:
      Financial Sector: More Damage to Come
      Never having taken Accounting 101 or managed a corporation with something to hide, could somebody please explain to me why any honest company should keep any part of its finances off balance sheet?
      View article »
    • ON: Mon Jan 28th 13:12 PM
      Commented on:
      Ultrashort Technology a Good Hedge against Panic-Selling
      I'm curious....what percent of your fund is in tech?
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    • ON: Mon Oct 29th 06:21 AM
      Commented on:
      Pzena Investment Management IPO: Great Value, If It Stays On Track
      ???? A quick check at Smart Money shows the Value and Value II funds losing money for the last two years and ranking in the bottom 5% of similar funds. If 1/3 of AUM are in similar Hancock funds, how can they have good returns? Eyekew
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    • ON: Mon Oct 29th 06:19 AM
      Commented on:
      Pzena Investment Management IPO: Great Value, If It Stays On Track
      ???? A quick check at Smart Money shows the Value and Value II funds losing money for the last two years and ranking in the bottom 5% of similar funds. If 1/3 of AUM are in similar Hancock funds, how can they have good returns? Eyekew
      View article »
    • ON: Fri Sep 28th 23:26 PM
      Commented on:
      Intuitive Surgical: Growth Stock With Little Room For Error
      As a long time holder of ISRG (6-7 years), now playing with the house's money, I think you miss a few points that may be worthwhile considering (altho' I have not reviewed this company recently in detail). The recent "disappointments&... are often related to product launches, corresponding to the periods preceeding an important addition/new DV system. The revenues from supplies are rapidly approaching (or may by now have exceeded) those of the (VERY expensive) systems. The surgical (and non-surgical) procedures for which the DV system may ultimately be preferred are numerous, including many intracavity (abdomen/chest/skull) cardiac and bypass procedures; these should increase significantly as more and more surgeons are trained and become skilled (big learning curve). Then, consider the potential for remote control of procedures...when patients cannot be transported or where a procedure is indicated in a facility with a DV system, but where on site personnel are not skilled in that procedure. Obviously, I plan on holding the rest of my position for awhile.
      View article »
    • ON: Fri Sep 28th 23:26 PM
      Commented on:
      Intuitive Surgical: Growth Stock With Little Room For Error
      As a long time holder of ISRG (6-7 years), now playing with the house's money, I think you miss a few points that may be worthwhile considering (altho' I have not reviewed this company recently in detail). The recent "disappointments&... are often related to product launches, corresponding to the periods preceeding an important addition/new DV system. The revenues from supplies are rapidly approaching (or may by now have exceeded) those of the (VERY expensive) systems. The surgical (and non-surgical) procedures for which the DV system may ultimately be preferred are numerous, including many intracavity (abdomen/chest/skull) cardiac and bypass procedures; these should increase significantly as more and more surgeons are trained and become skilled (big learning curve). Then, consider the potential for remote control of procedures...when patients cannot be transported or where a procedure is indicated in a facility with a DV system, but where on site personnel are not skilled in that procedure. Obviously, I plan on holding the rest of my position for awhile.
      View article »
    • ON: Thu Feb 1st 05:37 AM
      Commented on:
      Microsoft #1 For Web Traffic
      Traffic may be traffic, but if my personal experience is any guide, 90% of my visists to the MSFT website are for downloads or guidance on how the solve problems with their software. Does this count?
      View article »
    • ON: Thu Dec 21st 02:45 AM
      Commented on:
      First-Ever International Real Estate ETF Launched
      What about the various Cohen and Steers funds: IYR, RWF, RLF, etc
      View article »
    • ON: Fri Dec 8th 10:48 AM
      Commented on:
      Crude Oil Is On the Rebound: Maximize Your Returns With These ETFs
      ????? Cannot find CLO anywhee (can't get the chart from the symbol, not listed on ETC connect. Is it active?
      View article »
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