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Alex Morris  

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  • Johnson & Johnson: Why This Healthcare Giant Is Still a Buy [View article]
    Sune,

    Here is some work I've done on PEP:

    www.gurufocus.com/news...
    Apr 18, 2011. 03:29 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson: Why This Healthcare Giant Is Still a Buy [View article]
    Great article Dividend Pig; here are some additional thoughts I've added to the discussion:

    www.gurufocus.com/news...

    Long JNJ
    Apr 18, 2011. 12:06 PM | 2 Likes Like |Link to Comment
  • Coca Cola: Attractive Upside at No Cost [View article]
    Oh, didn't catch that at first. Yeah, I'm interested in real estate, but no where near as much as equities.
    Apr 14, 2011. 07:47 PM | Likes Like |Link to Comment
  • Coca Cola: Attractive Upside at No Cost [View article]
    poortorich,

    Agreed 100%, and as the market has proven in the past, it can be very dumb at times. I originally started in building construction in college (my dads a plumber), but switched to Finance. I decided to minor in Real Estate as a way to expand my skill set, rather than settle with 2 easy semesters senior year. Are you interested in or work in the industry?
    Apr 14, 2011. 07:08 PM | Likes Like |Link to Comment
  • Coca Cola: Attractive Upside at No Cost [View article]
    Be careful of listening to people who tell you a stock will go up under any scenario. This has nothing to do with their ability to value a business (which may very well be accurate), but rather their belief that they can predict price movements over a short period of time; that most certainly is not "Buffettology".
    Apr 14, 2011. 05:41 PM | 1 Like Like |Link to Comment
  • Coca Cola: Attractive Upside at No Cost [View article]
    "Most interestingly, simulation suggests that Coca Cola can deliver gains even under the worst case scenario."

    Only one response for that, courtesy of Warren Buffett:

    "Beware of geeks bearing formulas."
    Apr 14, 2011. 07:51 AM | 1 Like Like |Link to Comment
  • Why Rite Aid Is a Bad Investment [View article]
    Brad,

    From the 10-K: "We lease 4,522 of our operating drugstore facilities under non-cancelable leases, many of which have original terms of 10 to 22 years... the remaining 258 drugstore facilities are owned."
    Apr 8, 2011. 10:44 AM | 1 Like Like |Link to Comment
  • Samuel Adams: Value at 25x Earnings? [View article]
    Agreed on the second part: amazing beer!
    Mar 18, 2011. 10:13 PM | Likes Like |Link to Comment
  • Samuel Adams: Value at 25x Earnings? [View article]
    CPT Dan,

    I know plenty of college kids that drink Sam Adams and other craft beers, so not too sure on the truth in that statement...
    Mar 18, 2011. 04:01 PM | 1 Like Like |Link to Comment
  • Costco in Neutral Lane [View article]
    "Thus, aggressive pricing to gain market share and drive traffic amid stiff competition, may depress sales and margins."

    Aggressive pricing is management's choice; long term investors should applaud these measures, which are a testament to renewal rates near 90% for one of the best run companies in global business.
    Mar 15, 2011. 06:26 PM | Likes Like |Link to Comment
  • Why It's Time to Buy Sears Holdings [View article]
    Good write up. With Eddie and Bruce holding around 70%, definitely makes it interesting.
    Mar 13, 2011. 11:14 AM | 3 Likes Like |Link to Comment
  • Apple, Google, Microsoft: Why Each Is a Winner in Its Own Right [View article]
    bilton,

    I did not mean that offensively in the least bit. There are certainly people on this site that think Apple will never have the risk of being taken down by competition; those are the one's I'm referring to. I'm sorry if it came across negatively. And it was said in a video; here is the link:

    www.pcmag.com/article2...
    Mar 3, 2011. 11:30 AM | Likes Like |Link to Comment
  • Apple, Google, Microsoft: Why Each Is a Winner in Its Own Right [View article]
    Apple lovers:

    Thoughts on iPad 2? All they did was add a camera? Guy from PC mag: "it's pretty hard to tell that there is anything different..." Chance for everybody else in tablet space?

    Love to hear your thoughts on this...
    Mar 3, 2011. 09:15 AM | Likes Like |Link to Comment
  • Warehouse Clubs Feel the Wrath of Inflation [View article]
    "At the heart of those revisions include the following factors: (1) Costco's central philosophy to hold prices at a certain level for longer than peers as price increases are barreling in from manufacturers has negative margin implications; (2) the much ballyhooed membership price increase appears to be off the table for the foreseeable future; and (3) the prospect of further LIFO charges as merchandise inflation increases also has negative margin implications. There is no denying Costco's leadership position, but what I am having a hard time squaring is the present valuation on the stock as margin headwinds intensify."

    Numbers one and two are sound business practice, and are a testament to the business model. Costco would not be the company they are today or as successful as they are today if they did either of the two things mentioned above.

    In exchange for a short term dip in earnings/cash flow, I will accept the long term profitability and loyalty of the members; this is how you maintain the retention rate in the high 80's (and currently at 88.8%) during a recession (like Costco has).
    Mar 2, 2011. 06:50 PM | 1 Like Like |Link to Comment
  • Costco Management Uses the Weather Excuse - Four Years in a Row [View article]
    Costco CFO Richard Galanti mentioned your article on the call today, pretty cool...
    Mar 2, 2011. 04:40 PM | Likes Like |Link to Comment
COMMENTS STATS
687 Comments
726 Likes