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  • BioLife Solutions Offers Diversified Exposure To Regenerative Medicine And 3-D Bio-Printing [View article]
    G, I did follow that in your article, but BLFS has no proprietary product, a larger competitor certainly will have greater advantage?
    Apr 16 01:55 PM | Likes Like |Link to Comment
  • Undervalued Utility Positioned For Growth, Paying 6% Dividend [View article]
    This is ridiculous: the spread is bid $ 3.00, ask $ 5.00. Forget about this one.
    Stupid idea.
    Apr 16 01:49 PM | Likes Like |Link to Comment
  • BioLife Solutions Offers Diversified Exposure To Regenerative Medicine And 3-D Bio-Printing [View article]
    Galileo, BLFS spends about $ .5 million per year on R & D. How can the company have any kind of proprietary product with such tiny R & D spending? This sounds like two to three people working on R & D.
    Please explain.
    Apr 16 12:33 PM | Likes Like |Link to Comment
  • The Sum Of All Fears: Public Service Announcement - The Russell 2000 Is Wildly Overvalued! [View article]
    Michael, clearly you are going for headlines' publicity. There are many other risks out there besides those you discuss. But predicting a black swan or other major event, drop in profit margins, simply creates credibility issues. You are sort of yelling, "FIRE," when there is only a small amount of smoke (for now).
    An alternative approach you could take is to lay out the risks, the above plus many geo-political risks, and simply say the stock market is not properly discounting these risks.
    Someday we might see the market fall is response to these risks, but maybe not. There is no way to say.
    Yes, profit margins are high, but we can make a strong case, due to globalization, weak labor markets, that these strong margins may last or even grow for many years.
    Mar 28 05:42 PM | Likes Like |Link to Comment
  • Transocean: Cheap High-Yield Play Seems Poised To Move Higher [View article]
    T A, so where is the energy to come from?
    Mar 26 10:24 PM | Likes Like |Link to Comment
  • Underrated Seeking Alpha Contributor StockTalk And The Power Of Crowdsourcing [View instapost]
    Colin, maybe SA could develop some kind of data base of company articles, when made, compared to an index.
    For example, stock XXX is published on April 1 at $ 20. The author enters that symbol and date into an SA data base. The author also picks a index for comparison, e.g., QQQ, SPY, etc.
    Over time your SA database would always have good data on the results of authors' articles vs indexes.
    This would provide hard data on best authors, beyond their ability to write. What do you think?
    Larry Henry
    Mar 26 11:08 AM | 1 Like Like |Link to Comment
  • The Economics Of A Solar Power Plant [View article]
    Jonathan, re: the P/E, take a look at Excelon, which generates power from fossil fuels and nuclear and also distributes power. Their P/E is much lower. Power generation has a low valuation, which needs to be reflected in your P/E. Yes, solar does deserve a premium, but not your 25-30.
    Certainly renewable is attractive, but it currently depends on government subsidies. This raises the risk. Moreover solar and wind are renewable but UNPREDICTABLE. The grid still needs and will need fossil fuels for many years to be the backbone of the energy supply. My conclusion is that solar's unpredictability results in a discount within the valuation process. Comment?
    Mar 17 01:58 PM | Likes Like |Link to Comment
  • Why The Fed Won't Save You From The Next Bear Market [View article]
    Eric, QE is now established policy here and around the world. It will be re-used when deemed necessary. It is viewed as the major tool to combat global deflationary forces.
    I am no fan of QE, but it is here to stay. Larry Sumners (spelling?) might have gotten rid of QE for good, but we have Chair Yellen and liberals like her all around the world.
    Eric, you over look the sense of power these people feel at the Fed and central banks.
    Where it will lead to in several years no one can tell. We hope for the best.
    Mar 11 10:37 AM | 2 Likes Like |Link to Comment
  • Excess Reserves: The Elephant In The Room The Fed Doesn't Want To Talk About [View article]
    Alberto, I have a financial background, but I still have trouble understanding "excess reserves" in the context of your article.
    How does the Fed create these excess reserves when the Fed is buying Bonds, etc?
    Can you explain this in banking 101 language? Thank you. Larry
    Mar 8 02:55 PM | 1 Like Like |Link to Comment
  • The 'Bad Weather' Excuse Is Not Valid - The Economy Is Tanking [View article]
    Below connects to St Louis Fed chart showing real disposable income per capita for the calendar year 2013. It shows good increase monthly until some weakness at year end, overall we see moderate growth for 2013. Your chart appears to use older data, the last point seems to be earlier than 2013.[1][id]=A229RX0&lo...
    Mar 7 01:24 PM | Likes Like |Link to Comment
  • Placenta-Based Treatments Crowding Out Legacy Products In Wound Care [View article]
    Thru 9/30/13 ALQA had spent virtually nothing on R & D. How can this company have developed break thru products without R & D spending? The product acquisition from Celgene may be a positive, but if this product was that attractive, why did Celgene sell it?
    Feb 21 04:00 PM | Likes Like |Link to Comment
  • Global Warming "Science"; What Investors Need To Know, Don't Just Trust The "Experts" [View instapost]
    Robert, quite an article. Maybe try the Wall Street Journal.
    Feb 20 11:08 PM | 3 Likes Like |Link to Comment
  • Biodiesel Margins, Ethanol RINs And An EPA RFS2 Update [View article]
    Robert, what would REGI's projected results look like if there were zero government subsidies?
    Your analysis is very interesting, I will follow.
    Feb 12 10:42 AM | Likes Like |Link to Comment
  • Two Retail Stocks I Don't Hate [View article]
    CVS just announced they are dropping tobacco products. In theory a nice idea, in practice, they will just lose customers. A bonehead decision.
    Feb 5 08:46 AM | 1 Like Like |Link to Comment
  • Gladstone Commercial: It's Too GOOD To Be True [View article]
    I also studied GOOD. The more research and reading you do, the more GOOD smells. GOOD is NOT transparent, always a bad sign. You have to dig to find FFO per share going back several years, not easy to find on their website, a bad sign.
    Way too many negatives. Right on, Brad.
    Feb 5 08:43 AM | 7 Likes Like |Link to Comment