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  • PKW Shouldn't Be Able To Outperform SPY Reliably, But It Did [View article]
    I have owned PKW for over a year and it is a solid ETF that has out preformed the SPY over the last few years. Your holdings chart is old APPL and IBM are now big holdings. I would also suggest looking at TTFS it uses different criteria for which buyback stocks to hold. It does a little better than PKW.
    Feb 17, 2015. 10:16 AM | 1 Like Like |Link to Comment
  • Why Regeneron's Risk-Reward Looks Good Again [View article]
    Doc thanks for all your great articles. Side question what is your present view on interest rates. Headed up or down?
    Feb 12, 2015. 02:10 PM | Likes Like |Link to Comment
  • Long Immigration Reform With American Apparel [View article]
    What about the debt holders taking over through bankruptcy. That is cheaper than paying $1.60 a share.
    Feb 11, 2015. 04:30 PM | Likes Like |Link to Comment
  • Why TBT Doesn't Have A Prayer [View article]
    Just the opposite. Treasuries are a hated investment. Rates are going lower.
    Feb 9, 2015. 06:28 PM | 2 Likes Like |Link to Comment
  • Update: Q2 Holdings - Weak Guidance Has Me Moving The Name To Actively Managed From Set And Forget [View article]
    I sold out at $19.50. QTWO will not be profitable for at least 2 years. Selling at about 8 times sales. That is getting pretty rich. I might be a buyer at $16.
    Feb 6, 2015. 11:03 AM | Likes Like |Link to Comment
  • Capitalizing On Mispriced Risk With REITs Exposed To Texas [View article]
    Any thoughts about Texas banks. TCBI has taken a big hit.
    Feb 6, 2015. 10:30 AM | 1 Like Like |Link to Comment
  • Apple And IBM Enter The PowerShares Buyback ETF [View article]
    Take a look at TTFS ETF. It is a buyback etf with better results.
    Feb 5, 2015. 04:08 PM | Likes Like |Link to Comment
  • Forget Dividends, This Stock Buyback ETF Is A Real Alpha Generator [View article]
    Great article. I am a holder of PKW. Recently I have looked into TTFS which is another buyback ETF. Not as big as PKW but it has a better return. Any opinion on TTFS?
    Feb 4, 2015. 11:51 AM | Likes Like |Link to Comment
  • Thompson Creek Metals: Missing The Forest For The Trees [View article]
    How much of their gold is already taken by Royal Gold agreement?
    Feb 4, 2015. 09:59 AM | Likes Like |Link to Comment
  • Some Pre-Earnings Release Observations About Gilead Sciences [View article]
    Looks like we are all going to get a chance to buy GILD in the upper 90's. anyone buying more? Doc?
    Feb 4, 2015. 09:15 AM | Likes Like |Link to Comment
  • Royal Gold Shares Are Up, And So Is The Risk [View article]
    So are you now favoring FNV over RGLD for new purchases? Thanks for all your articles.
    Feb 3, 2015. 11:53 AM | Likes Like |Link to Comment
  • Just Another Bear Market Rally In Gold [View article]
    Gundlach is taking the other side of your trade. Gold is going up.
    Feb 2, 2015. 07:37 AM | Likes Like |Link to Comment
  • Insider Buys And Sells: A. M. Castle, Microsoft [View article]
    TCBI (Texas bank) is worth a look. The bank has little exposure to bad oil debt (last conference call). Long history of being very profitable.
    Feb 2, 2015. 07:35 AM | Likes Like |Link to Comment
  • Gilead inks exclusive HCV deal with PBM firm [View news story]
    GILD is not to be messed with. They know how to deliver a great product. Look at their HIV drugs.
    Jan 26, 2015. 02:14 PM | 2 Likes Like |Link to Comment
  • Monitise Provides A Trading Update - And It Looks Horrendous [View article]
    I bought in at around .60 and got out at $1.10. The main reason I sold was the dilution of share. Issuing shares to buy companies does not usually work out. I am shocked how low stock is now. I am tempted to buy for a bounce back to .30. Between the cash, contracts and partnerships it is hard to believe there is no value.
    Jan 25, 2015. 09:13 AM | 1 Like Like |Link to Comment