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On Friday File -- Creeping into Earnings Season
Posted on January 15, 2024

Great that you could share the Lions win with your child-they'll always remember it!![...]

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On Midsummer 2022 Morsels
Posted on June 29, 2022

Thank you, Doc. Always look forward to your posts.[...]

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On Friday File: Is this the Tom Hanks moment for inflation or recession?
Posted on May 21, 2022

I like NVR because they have a captive mortgage company. This can give them pricing flexibility if they choose to use it -i.e., they can inflate the home price a bit, then deliver a below-market rate mortgage offering a monthly payment that is affordable [...]

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On Friday File: Dreaming of NVR
Posted on January 22, 2021

Gotcha, thanks![...]

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On Friday File: Dreaming of NVR
Posted on January 22, 2021

I have been fortunate enough to own shares of NVR for several years. Any thoughts on NVR? Continue to hold? Time to take the money and run?[...]

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On Friday File: Bright Screens, Streaming Wars and Palantir Profits
Posted on July 17, 2020

Enjoy a change of scenery![...]

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On Microblog: Regulus (RGLS) Prospects
Posted on February 20, 2016

I am thinking along those same lines. Attractive price, possible highly successful drug making 52-week even less meaningful, possible buy-out candidate. Cash burn rate?[...]

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