Why I Bought Apple At $460.68 And Why I Expect To Make Money On It [View article]
Hey Guys, thanks for the comments. I think Cook is less "dominating" than Jobs was. While this is both a blessing and a curse, I think it is a blessing in the CHL deal because Cook is more likely to get a deal worked out, without haggling over details that would potential ruin the deal by squeezing every penny out of CHL.
I believe the main problem is the chip. But as we speak Qualcomm is making a chip that will work for iPhones in China -- I believe. So hopefully this coupled with Cook's down to earth-ness, will be able to get a deal worked out.
Ford: After The Pullback, Should You Hold 'Em Or Fold 'Em? [View article]
Frogola, would have to agree. I sold a large chunk of my position @ 13.85-ish and have began adding to it again, first at 12.75. I am at about 2/3 of the original position, but won't likely get as overweight as when I did in the $10 range. It doesn't have the same risk : reward.
McDonald's Or Yum: Which Belongs In Your Wallet? [View article]
Kolpin,
I have not had a chance to look through the conference call, but at these levels, with some 'back of the envelope' number crunching, I think a long-term position would be good @ 60.
MCD and YUM are too excellent long-term hold. McDonald's is more fundamentally solid, while Yum! has good growth prospects. I might start looking at a position too!
Nike: Does The Shoe Still Fit Growth Investors? [View article]
Thanks Phillip. Honestly, I like to start writing these articles, and do the numbers as I write. That way, it's like I truly am forming my opinion as I go and try and keep a none biased approach.
Before the article, I thought Nike would fit nicely as a growth stock for me. Like you, I have UA stuff/gear but Nike is a beast in the space. How could they not be growing? Well, they are. Just not at the rate that I'd like to see.
I have no doubts it will do well over the long-term for many people. But it just doesn't fit my needs. I either want growth stocks or core stocks. Maybe some middle ground like DIS, one of my hybrid stocks that have a little core and growth mixed together.
Coca-Cola: Is The Dividend Still Secure? [View article]
My thought here is that Coke is a conservative dividend payer. They did not rush back in to juice up the dividend and are likely just playing it safe. They do not want to raise the dividend and either,
A. cut it, or
B. be burdened by it in hard times.
I think that once global market recover some, and show signs of life, Coke will look to to raise the divvy at a more aggressive rate.
Coca-Cola: Is The Dividend Still Secure? [View article]
Hey Chowder,
Thanks for the suggestion. I write articles on longer-term outlooks more often (since that's what is really focused on and pushed on the contributors from SA) so I will take your suggestion seriously. Especially when looking at a 3 year chart, I can see where this would help, visually anyways.
Coca-Cola: Is The Dividend Still Secure? [View article]
Hey dividend Garden. Sorry for the confusion -- I hope more people did not misinterpret it.
What I meant was, a company WITH a high payout ratio (unlike Coke) would be able to pay lofty dividends if EPS took a hit. Unfortunately, EPS does have a lot do with companies and its dividend, at least when you analyze the payout ratio.
But since Coke has such a low payout ratio, about 50%, there is little reason to believe the dividend would ever be in jeopardy.
McDonald's (MCD +0.6%) could put in an ugly couple of quarters as it heads into tough comparables, warns RetailGeeks. The group sees revenue slipping 0.3% Y/Y for McDonald's during Q4 with restaurant margins lower in the U.S. and global divisions. [View news story]
A year's worth of selling would be nice. Couldn't imagine how happy I'd be in 2030, knowing I bought MCD on a 25% pullback for rising commodity costs.
McDonald's (MCD +0.6%) could put in an ugly couple of quarters as it heads into tough comparables, warns RetailGeeks. The group sees revenue slipping 0.3% Y/Y for McDonald's during Q4 with restaurant margins lower in the U.S. and global divisions. [View news story]
Disney: Has The Mouse Outgrown The House? [View article]
Wow, nice timing on the buy. Wish I could say the same, but better now than never I suppose.
I too feel that it is 'extended' but the growth sort of justifies the run. Like we've both said, I love Disney for the growth and the fundamentals. It's a solid company WITH growth. You don't find that hybrid combo very often.
Apple: Where Do Shareholders Go From Here? [View article]
My thoughts are this, how many Apple bears were calling the top? Probably none (or few), at least with their own wallets. Now that Apple has actually fallen -- a lot -- they're all over.
Like I said, sentiment is negative everywhere you look. I think Apple recovers from this. I wrote about that last week. But with a crack of $500, the charts look pitiful. I wouldn't sell, I wouldn't add (unless it's at maybe $450 or lower) until the earnings report/conference call.
Apple: Where Do Shareholders Go From Here? [View article]
Agree Skippy. I posted a reply to someone's comment who must have removed it. But essentially he viewed my article as bearish.
I wouldn't say it's full on bullish, but it certainly is slightly bullish. I would wait for the earnings report to see what's really going on. But I think Apple has a ton a potential when (not if) a deal gets done with China Mobile.
Maybe I'm wrong, but I don't see why the Chinese wouldn't want the iPhone, as many seem to suggest -- for whatever reason.
Apple: Where Do Shareholders Go From Here? [View article]
GRJ,
I think you are misinterpreting the article. I think it would be unwise to sell Apple at these levels. If demand is shriveling and Apple is not as appealing to consumers as it once was, then I would sell the stock. If it is simply have supply trouble due to other factors, then I would certainly hold on to this stock.
My suggestion was to neither buy OR sell the stock, but rather, hold it. Apple has made so many people so much money over the past several years that I think it has earned the right to explain itself. It has earned the benefit of the doubt.
My suggestion is to hold the stock through earnings. Listen to the conference call. I repeat, LISTEN TO THE CONFERENCE CALL. You'll find everything you need from that alone, regardless of a top or bottom line miss.
Management will tell you what's going on. If demand is falling, if orders are slow, if they are doing well, doing poor. You will find out in this call and know whether to buy, hold or sell your shares. If no one wants the product, I'd sell. If demand is strong (and I suspect it still is) but supply was the issue, I would buy.
That's just me personally, but hey, everyone's different. My advice is not to sell the fear and loathing.
Hope this helps clarify things. I hope the article does not strike others the same way it struck you.
Why I Bought Apple At $460.68 And Why I Expect To Make Money On It [View article]
I believe the main problem is the chip. But as we speak Qualcomm is making a chip that will work for iPhones in China -- I believe. So hopefully this coupled with Cook's down to earth-ness, will be able to get a deal worked out.
Ford: After The Pullback, Should You Hold 'Em Or Fold 'Em? [View article]
But I agree with you! Long Ford!
-Bret
Ford: After The Pullback, Should You Hold 'Em Or Fold 'Em? [View article]
Thank you very much for pointing this out. Yes, I meant the Ford Fusion!! Appreciate you catching that.
-Bret
McDonald's Or Yum: Which Belongs In Your Wallet? [View article]
I have not had a chance to look through the conference call, but at these levels, with some 'back of the envelope' number crunching, I think a long-term position would be good @ 60.
MCD and YUM are too excellent long-term hold. McDonald's is more fundamentally solid, while Yum! has good growth prospects. I might start looking at a position too!
Nike: Does The Shoe Still Fit Growth Investors? [View article]
Before the article, I thought Nike would fit nicely as a growth stock for me. Like you, I have UA stuff/gear but Nike is a beast in the space. How could they not be growing? Well, they are. Just not at the rate that I'd like to see.
I have no doubts it will do well over the long-term for many people. But it just doesn't fit my needs. I either want growth stocks or core stocks. Maybe some middle ground like DIS, one of my hybrid stocks that have a little core and growth mixed together.
-Bret
Disney: Has The Mouse Outgrown The House? [View article]
Bret
P.S....Wish I bought @ 28 last fall. Bummer eh?
Coca-Cola: Is The Dividend Still Secure? [View article]
A. cut it, or
B. be burdened by it in hard times.
I think that once global market recover some, and show signs of life, Coke will look to to raise the divvy at a more aggressive rate.
Thanks again for the comment(s) chowder!
Bret
Coca-Cola: Is The Dividend Still Secure? [View article]
Thanks for the suggestion. I write articles on longer-term outlooks more often (since that's what is really focused on and pushed on the contributors from SA) so I will take your suggestion seriously. Especially when looking at a 3 year chart, I can see where this would help, visually anyways.
Thanks for the comment and suggestion!
Bret
Coca-Cola: Is The Dividend Still Secure? [View article]
What I meant was, a company WITH a high payout ratio (unlike Coke) would be able to pay lofty dividends if EPS took a hit. Unfortunately, EPS does have a lot do with companies and its dividend, at least when you analyze the payout ratio.
But since Coke has such a low payout ratio, about 50%, there is little reason to believe the dividend would ever be in jeopardy.
Thanks for the comment,
Bret
McDonald's (MCD +0.6%) could put in an ugly couple of quarters as it heads into tough comparables, warns RetailGeeks. The group sees revenue slipping 0.3% Y/Y for McDonald's during Q4 with restaurant margins lower in the U.S. and global divisions. [View news story]
McDonald's (MCD +0.6%) could put in an ugly couple of quarters as it heads into tough comparables, warns RetailGeeks. The group sees revenue slipping 0.3% Y/Y for McDonald's during Q4 with restaurant margins lower in the U.S. and global divisions. [View news story]
Disney: Has The Mouse Outgrown The House? [View article]
I too feel that it is 'extended' but the growth sort of justifies the run. Like we've both said, I love Disney for the growth and the fundamentals. It's a solid company WITH growth. You don't find that hybrid combo very often.
Thanks for comment & kudos for the great entry!!
Bret
Apple: Where Do Shareholders Go From Here? [View article]
Like I said, sentiment is negative everywhere you look. I think Apple recovers from this. I wrote about that last week. But with a crack of $500, the charts look pitiful. I wouldn't sell, I wouldn't add (unless it's at maybe $450 or lower) until the earnings report/conference call.
Appreciate the comments!
Bret
Apple: Where Do Shareholders Go From Here? [View article]
I wouldn't say it's full on bullish, but it certainly is slightly bullish. I would wait for the earnings report to see what's really going on. But I think Apple has a ton a potential when (not if) a deal gets done with China Mobile.
Maybe I'm wrong, but I don't see why the Chinese wouldn't want the iPhone, as many seem to suggest -- for whatever reason.
Thanks for the comment,
Bret
Apple: Where Do Shareholders Go From Here? [View article]
I think you are misinterpreting the article. I think it would be unwise to sell Apple at these levels. If demand is shriveling and Apple is not as appealing to consumers as it once was, then I would sell the stock. If it is simply have supply trouble due to other factors, then I would certainly hold on to this stock.
My suggestion was to neither buy OR sell the stock, but rather, hold it. Apple has made so many people so much money over the past several years that I think it has earned the right to explain itself. It has earned the benefit of the doubt.
My suggestion is to hold the stock through earnings. Listen to the conference call. I repeat, LISTEN TO THE CONFERENCE CALL. You'll find everything you need from that alone, regardless of a top or bottom line miss.
Management will tell you what's going on. If demand is falling, if orders are slow, if they are doing well, doing poor. You will find out in this call and know whether to buy, hold or sell your shares. If no one wants the product, I'd sell. If demand is strong (and I suspect it still is) but supply was the issue, I would buy.
That's just me personally, but hey, everyone's different. My advice is not to sell the fear and loathing.
Hope this helps clarify things. I hope the article does not strike others the same way it struck you.
Bret