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  • With IBM Down, Buy And Sleep Sound Like Buffett [View article]
    IBM is a highly contentious stock. The real problem is the arguments both pro and con are well reasoned and represented by highly respected investors/authors.
    Oct 18 03:33 PM | 9 Likes Like |Link to Comment
  • The Comfort In Watching Coca-Cola Decline 25% [View article]
    Listening to NPR today I happened to hear a story of about the substantial decrease in the consumption of carbonated drinks happening in the US and Europe. It was pointed out that this was happening by consumer choice. The other front is the growing use of legislation to reduce consumption. (Pepsi vs Coke implications noted)
    ...always appreciate your articles.
    Aug 12 04:28 PM | 4 Likes Like |Link to Comment
  • Whole Foods Earnings Redux: Ugly Numbers, But We Kept The Stock [View article]
    I appreciate your candid mea culpa. I also agree with your assessment; dead money for some time but long term growth trend is probably still intact.
    May 12 04:05 PM | 4 Likes Like |Link to Comment
  • Intel: Understanding Creative Destruction [View article]
    Thanks Russ. I was thinking of lightening up on my Intel holdings but maybe I'll wait another year.
    Jul 26 01:32 PM | 4 Likes Like |Link to Comment
  • Johnson & Johnson: Fairly Valued, Quality Blue Chip... With One Small Chink [View article]
    ...don't know why you don't have thousands of follows. I greatly appreciate your Fundamentalis postings.
    Jan 20 12:22 PM | 3 Likes Like |Link to Comment
  • Confessions Of A Crazy Stockpicker [View article]
    Felt like I was on the Enterprise there for a minute! Enjoyed your writing. Good luck and will be watching to see if you beam back over for a short visit.
    Dec 27 04:58 PM | 3 Likes Like |Link to Comment
  • Bank Of America: You'll Pay Up When The Consensus Gets Cheery [View article]
    Thanks Tim, appreciate the information.
    Apr 18 05:22 AM | 3 Likes Like |Link to Comment
  • Intel Raises Dividend 7%: New Yield Levels To Watch [View article]
    Thanks Richard. These yield level post are interesting, and in this case it may be just enough extra info to get me to stop vasillating and buy more Intel.
    Jul 27 09:20 AM | 3 Likes Like |Link to Comment
  • U.S. Stock Market Outlook 2012: Down Hard, But Not Out (Part 1) [View article]
    Thanks James.
    Your articles are always well written and intelligently argued. Time will tell if they are brilliant as well.
    Jan 23 09:47 AM | 3 Likes Like |Link to Comment
  • A Brief Guide To The Euro Crisis: It's A Mess And It's Not Over [View article]
    Thanks for the article. It's long been and still is easy to put out of mind the fact that so much of the west's financial foundation is unstable. Corporate and state pensions, municiple, state and federal debt are reminiscent of a Ponzi scheme. The cracks in the system have been appearing for years but we are expert at delaying the inevitable.
    Oct 28 09:56 AM | 3 Likes Like |Link to Comment
  • Sell-Off In Refiners Is Overdone [View article]
    Yikes Bret,

    You wrote,
    " I think this is overreaction to a limited ruling. Although this administration has shown no issues with bypassing Congress or the Constitution - only to be reversed by the Supreme Court more than a dozen times and counting.."

    If you actually read the story it concluded by saying,

    ".. .Goodlatte said, the "9-0 decision last week was the 13th time the Supreme Court has voted 9-0 that the president has exceeded his constitutional authority." A thorough review of the 13 cases found many instances where presidential authority was not at issue. Further, most of the cases originated under and were first litigated by the Bush administration.

    We rate Goodlatte’s statement False."


    I don't particularly care for this administration either but given your position it was irresponsible of you and lowered the quality of your work.
    Jul 14 09:13 AM | 2 Likes Like |Link to Comment
  • Jeff Miller Positions For 2014: Another Solid Year For Stocks Ahead [View article]
    Yes, I too was surprise to see NLY and would appreciate hearing more of your thoughts on it.
    Jan 7 08:13 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "Alpha-Rich Stock Movers and Great Calls"

    To balance things I suggest;

    "Alpha-Rich Stock Movers and Bad Calls"

    we have all seen them go the wrong way.
    Dec 20 08:38 AM | 2 Likes Like |Link to Comment
  • My Dividend Portfolio: Adding Cisco [View article]
    The 'rumor' came from Morningstar; "...and we are downgrading (CSCO) its economic moat rating to narrow from wide.
    Dec 16 04:33 PM | 2 Likes Like |Link to Comment
  • Trying To Beat The Market Is A Fool's Errand [View article]
    Thanks again Chuck. I have become confident in owning a large portfolio of individual stocks but struggled a bit in accurately articulating to others why I avoided funds. This article helped clarify my thinking.
    Oct 18 05:20 AM | 2 Likes Like |Link to Comment