What do you think of Generac's valuation?

How will the increased use of electric cars affect oil demand?

Thanks for the article. I am curious if your calculations take into account the following huge positive ongoing/upcoming catalysts: the multiplier effect of the American tax cuts, the current high level of technological development which is probably unprecedented since the invention of the Internet, the tremendous reductions in the regulatory burden of American companies, continued high economic growth in China and India, and the positive impact of EU economic reforms.

Thanks for your comment. Fitbit's Ionic enables people to monitor blood oxygen levels which is a good predictor of multiple diseases. To the best of my knowledge, Apple Watch does not have that capability. Additionally, later this year the Ionic is slated to directly stream data from a glucose monitoring device allowing diabetic users to keep tabs on their blood glucose levels using only the smartwatch. I don't believe that Apple Watch has that feature.

Yes. A very small percentage of Macy's customer base accounts for almost half its revenue, indicating that these customers are extremely loyal. Most of those customers are not going to defect to Amazon anytime soon because they love Macy's merchandise and the Macy's experience. And many people still do not want to buy high end apparel online because they want to look at and touch the clothes before buying them.

Macy's is definitely a retailer that has the ingredients to succeed in the Amazon era. it has a significant group of loyal followers and many people do not want to buy upper end apparel online online. Plus, its valuation is still very low. I think Macy's stock will do very well going forward.