tag:blogger.com,1999:blog-6947095091641243428.comments2024-01-15T08:18:38.114-05:00Kratisto InvestingStephen Simpsonhttp://www.blogger.com/profile/12872161469696334548noreply@blogger.comBlogger255125tag:blogger.com,1999:blog-6947095091641243428.post-37889494654529293752024-01-15T08:18:38.114-05:002024-01-15T08:18:38.114-05:00If I keep writing, it'll still be primarily fo...If I keep writing, it'll still be primarily for Seeking Alpha. Substack would largely be just a new "host" for this, as well as an opportunity to monetize some content that Seeking Alpha won't publish/pay for. Stephen Simpsonhttps://www.blogger.com/profile/12872161469696334548noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-31719258993283660052024-01-15T07:35:22.829-05:002024-01-15T07:35:22.829-05:00Whatever path you take I wish you the very best. Y...Whatever path you take I wish you the very best. You have been a great help over the years with your in-depth, intelligent analyses. I would hope that you stay with Seeking ASlpha but you must do what is best for you. Thanks again.fatcathttps://www.blogger.com/profile/13771702912523082525noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-48683002892396960562021-11-16T11:42:10.697-05:002021-11-16T11:42:10.697-05:00Hi Stephen - great to know you're doing fine.
...Hi Stephen - great to know you're doing fine.<br /><br />Enjoy your R&R while you can - look forward to reading your analyses whenever you decide you're ready to get back into it<br />Take caresakusahttps://www.blogger.com/profile/04960989323424449003noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-23340944451889755952020-01-10T09:00:48.849-05:002020-01-10T09:00:48.849-05:00It's a small position that I'm largely hol...It's a small position that I'm largely holding for tax reasons. Stephen Simpsonhttps://www.blogger.com/profile/12872161469696334548noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-89643044526445976432020-01-10T08:43:48.561-05:002020-01-10T08:43:48.561-05:00After reading the body of your report I was quite ...After reading the body of your report I was quite stunned to see that you still own the shares! And this comes after the sentence taht you want mkore than just a dividend story. You are also not convinced that management can adapt to changing circumstances. Very confusing especially with the thousands of stocks to choose from out there.Still, I love your thoughtful analyses.fatcathttps://www.blogger.com/profile/13771702912523082525noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-48856584600539978922019-07-10T01:16:44.554-04:002019-07-10T01:16:44.554-04:00Stephen, thanks for your analysis!Stephen, thanks for your analysis!LoganZhttps://www.blogger.com/profile/07344412656698716140noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-43199867858599208482016-08-17T14:12:01.826-04:002016-08-17T14:12:01.826-04:00They are returning more cash to shareholders, but ...They are returning more cash to shareholders, but that doesn't really impact my valuation or how I look at the company. I have no problem with a conservative balance sheet!Stephen Simpsonhttps://www.blogger.com/profile/12872161469696334548noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-17813136994759021422016-08-17T14:04:54.479-04:002016-08-17T14:04:54.479-04:00Thanks Stephen for another solid writeup!
Fanuc i...Thanks Stephen for another solid writeup!<br /><br />Fanuc is one of my Buy n' Hold favorites, thanks to many of the traits you mentioned, particularly the solid track record of high quality in both products and financial results. <br /><br />I love companies like this that are so good at doing the few things they do, that they are actually admired for it by customers -- yet you hardly hear about them!<br /><br />Of course their balance sheet is very conservative, and Third Point tried to get them to loosen up last year. Have you seen any tangible benefits from that as yet?sakusahttps://www.blogger.com/profile/04960989323424449003noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-49363973833930129782016-07-20T18:40:01.058-04:002016-07-20T18:40:01.058-04:00Stephen,
Welcome back. I have no appropriate wor...Stephen,<br /><br />Welcome back. I have no appropriate words to explain the comfort I wish I could send. Thanks for the good example. Both of you. Robhttps://www.blogger.com/profile/04244045711364782617noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-83632436161593597612016-07-12T17:22:33.329-04:002016-07-12T17:22:33.329-04:00Thank you, everyone, for your kind words. I'm ...Thank you, everyone, for your kind words. I'm sorry I didn't respond sooner, but I took my pledge to step away from everything for a month pretty seriously. <br /><br />Life goes on, with many happy memories and pain that will continue to fade. Stephen Simpsonhttps://www.blogger.com/profile/12872161469696334548noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-15185987039178691542016-06-29T13:10:42.984-04:002016-06-29T13:10:42.984-04:00Sorry for your loss. Condolences to you, and hope ...Sorry for your loss. Condolences to you, and hope happy memories will inspire you forwards. Anonymoushttps://www.blogger.com/profile/07504478308802162131noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-43858940487224466122016-06-20T12:40:15.814-04:002016-06-20T12:40:15.814-04:00My sincere condolences. This disease has taken to...My sincere condolences. This disease has taken too many fine women, someday there will be a cure or a treatment resulting in permanent remission. I'm sorry this didn't come soon enough for your wife. All women should be so blessed to have a husband/partner as supportive, caring and kind as you! Peace to you.Anonymoushttps://www.blogger.com/profile/00417520684871404278noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-87441965069928399332016-06-16T10:03:42.653-04:002016-06-16T10:03:42.653-04:00I feel for your loss. I hope to read more of your ...I feel for your loss. I hope to read more of your insights when your heart is in it again. My condolences.kirkyduhttps://www.blogger.com/profile/06891286791149161736noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-59888299803798598312016-06-15T19:07:52.641-04:002016-06-15T19:07:52.641-04:00My condolences My condolences Little Brotherhttps://www.blogger.com/profile/03028787121739713500noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-33434620429560563322015-11-22T07:33:44.495-05:002015-11-22T07:33:44.495-05:00Hello my friend! I would like to tell you that thi...Hello my friend! I would like to tell you that this write-up is awesome, great written and include almost all important info. I would like to see a lot more articles like this. <a href="http://www.lftc.org/chartered-financial-analyst-cfa/" rel="nofollow">CFA in Dubai</a><br />Anonymoushttps://www.blogger.com/profile/03924591444172828188noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-57418755312436645082015-09-02T12:23:38.531-04:002015-09-02T12:23:38.531-04:00Thanks DougThanks DougStephen Simpsonhttps://www.blogger.com/profile/12872161469696334548noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-8786075356942273912015-09-02T12:22:57.317-04:002015-09-02T12:22:57.317-04:00This comment has been removed by the author.Stephen Simpsonhttps://www.blogger.com/profile/12872161469696334548noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-54451268759072238152015-08-11T10:43:59.807-04:002015-08-11T10:43:59.807-04:00Stephen: I recently discovered your excellent work...Stephen: I recently discovered your excellent work. My thoughts and prayers are with you during this time.DougThttps://www.blogger.com/profile/05890735342570047650noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-31353753048346561322015-06-18T11:32:19.391-04:002015-06-18T11:32:19.391-04:00Not a bad idea...Not a bad idea...Stephen Simpsonhttps://www.blogger.com/profile/12872161469696334548noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-25366925500705974202015-06-18T11:11:46.441-04:002015-06-18T11:11:46.441-04:00I am wondering if this doesn't suggest a bette...I am wondering if this doesn't suggest a better way is the convertible prefs. Thoughts? I will investigate further.Anonymoushttps://www.blogger.com/profile/13448418361989088191noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-16532279418446355632015-06-18T11:11:08.149-04:002015-06-18T11:11:08.149-04:00I am wondering if this doesn't suggest that a ...I am wondering if this doesn't suggest that a better play may be the convertible prefs. Thoughts? I will investigate further.Anonymoushttps://www.blogger.com/profile/13448418361989088191noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-61987132818345414102015-02-09T21:20:24.124-05:002015-02-09T21:20:24.124-05:00Thanks! We're still hoping for a recovery.Thanks! We're still hoping for a recovery.Stephen Simpsonhttps://www.blogger.com/profile/12872161469696334548noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-23063766682222317392015-02-07T19:51:08.028-05:002015-02-07T19:51:08.028-05:00wishing her the best of luck and a speedy recovery...wishing her the best of luck and a speedy recovery!!RabbiIssamarhttps://www.blogger.com/profile/15021918608572141344noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-80943555170374129282015-02-07T19:50:47.698-05:002015-02-07T19:50:47.698-05:00wishing her the best of luck and a speedy recovery...wishing her the best of luck and a speedy recovery!!RabbiIssamarhttps://www.blogger.com/profile/15021918608572141344noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-5731533557384572672014-11-23T10:35:33.524-05:002014-11-23T10:35:33.524-05:00Sorry to hear that Stephen. Are you all right ?Sorry to hear that Stephen. Are you all right ?Anonymoushttps://www.blogger.com/profile/10891494362003558408noreply@blogger.com