Seeking Alpha
  • Bret Kenwell
    Looking to add to $DIS $MA $V and most of all $PNRA. Might see a tough year for PNRA but looking long-term here. This one is great.
    2/20/13
    Reply (13)
    • John R. Conway: Any thoughts on MCD? I know you have been bullish on that name for a while.
      2/20/13
    • Bret Kenwell: I like MCD...but want to add below $90. I think that beef prices and growth could push it back down and that's what I'm waiting for.
      2/20/13
    • Bret Kenwell: Long-term though I really like it and the divvy growth is great. A good name to have as part of a "core" holding. Thoughts?
      2/20/13
    • John R. Conway: I'm hoping this min wage proposal can push MCD lower to buy on a pullback. In the long term MCD has been threw this before.
      2/20/13
    • Philip Saglimbeni: Bret, check out $VFC if you want some apparel exposure, great dividend-growth stock with solid rev/eps growth as well, good valuation too
      2/20/13
    • Philip Saglimbeni: $MA, $V, $DIS, $PNRA. I like them all
      2/20/13
    • jmok322: Are you looking at a specific entry point on PNRA? Under $57?
      2/20/13
    • Bret Kenwell: I have been accumulating anywhere in the $150 range for now. Might have a poor year, but looking longer-term. John--MCD is a winner over the
      2/20/13
    • Bret Kenwell: long-term. We both know that. Hopefully they have a some trouble with min. wage, commodities prices etc. so we can get shares @ discount &
      2/20/13
    • Bret Kenwell: thanks for the suggestion Phil. Halfway through your $MA piece...nice work so far! :-)
      2/20/13
    • Philip Saglimbeni: Thanks Bret, your article on MA, V was very helpful to me and I tried to link it but it didn't make it to the article, I don't know why
      2/20/13
    • Bret Kenwell: Its the thought that counts!! Thanks, man.
      2/20/13
    • Ocean Man: I like $PNRA here in the mid-$150s.
      2/20/13