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Christopher Drose

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  • The Young And Restless Retirement Portfolio: Stay The Course [View article]
    Haha, the commenters didn't seem to read the goal of the portfolio! Good stuff as usual.
    May 15 07:09 PM | 1 Like Like |Link to Comment
  • AIG - The New Darling [View article]
    I just picked some up yesterday on the dip. They seem like more of a "value" than the stock at the moment. Still really like the stock though.
    May 9 02:39 PM | 0 Likes Like |Link to Comment
  • AIG - The New Darling [View article]
    Possibly. One thing to remember is that they had a really good brand before so they probably don't want to change it. Maybe changing the ticker might help but I doubt that will ever happen.
    May 6 08:45 AM | 0 Likes Like |Link to Comment
  • Panera - A Terribly Positioned Company [View article]
    Thanks for the kind words and I am currently working on doing that just now. I agree with you about MCD. As a college student, I appreciate their dirt cheap prices and know that I can get a decent meal for a couple of bucks.
    May 2 11:01 PM | 0 Likes Like |Link to Comment
  • 3 Reasons Lululemon Is Sexy And It Knows It [View article]
    I'm just curious, which golfer wears lululemon? I watch a ton of golf and play a lot of golf and I have never seen anyone wearing it on the course in the pros or otherwise.
    May 2 10:31 PM | 0 Likes Like |Link to Comment
  • Panera - A Terribly Positioned Company [View article]
    That's true, I don't think that McDonald's new food is actually any healthier although I haven't looked at the nutritional info yet. My concern around Panera's food is the discrepancy between the actual food and how they market themselves.
    May 2 02:14 PM | 0 Likes Like |Link to Comment
  • Panera - A Terribly Positioned Company [View article]
    That's true, the setting at Panera is much better than McDonald's and their food is much better than Starbucks, although down the road I think Starbucks will be more competitive in the food department, although Starbucks' food will most likely be as unhealthy as Panera's is now. I will say that the addition of wifi hotspots is a very smart move for Panera.
    May 2 01:50 PM | 0 Likes Like |Link to Comment
  • Panera - A Terribly Positioned Company [View article]
    I'm saying that it is in a really good place right now, but if things start changing (like what I said in the article) Panera will suffer
    May 2 01:27 PM | 0 Likes Like |Link to Comment
  • Panera - A Terribly Positioned Company [View article]
    That's true, but Panera markets themselves as a healthy option. When people figure out that they are not, then they will lose patrons in my opinion.
    May 2 01:26 PM | 0 Likes Like |Link to Comment
  • Is The Housing Recovery About To Come To An End? [View article]
    Correct, crowded trades always end up inflated. Whenever institutional and individual cash investors pile into something, the value disappears
    Apr 26 10:42 AM | 1 Like Like |Link to Comment
  • Is The Housing Recovery About To Come To An End? [View article]
    I'm talking about the housing market, not payrolls. But yes, in that regard you are correct
    Apr 26 09:37 AM | 2 Likes Like |Link to Comment
  • Exxon - Buy A Phenomenal Company [View article]
    Your welcome, and I agree with you for the most part. Lets say that you had a core position of 100 shares, if the stock kept growing you should be able to sell a few shares for passive income while still maintaining the size of your original investment. That is the argument that many people will make for share buy backs, but I would personally rather have a dividend. Dividends show that management cares about the shareholder, while buy backs are more about making managements life easier. At least in my opinion. So yes, you are correct, dividend growth is one area in the XOM is lacking.
    Apr 25 04:48 PM | 0 Likes Like |Link to Comment
  • Exxon - Buy A Phenomenal Company [View article]
    That is a problem, and I would like to see them return more to shareholders in the form of dividend increases. But they did do a $5 billion buyback, just in the fourth quarter of 2012
    Apr 25 09:59 AM | 1 Like Like |Link to Comment
  • Exxon - Buy A Phenomenal Company [View article]
    That's a good point, but as TreyT pointed out they have already done a pretty good job of doing that. And they already have made acquisitions to get into the Bakken. See this article

    http://seekingalpha.co...
    Apr 25 09:52 AM | 1 Like Like |Link to Comment
  • Exxon - Buy A Phenomenal Company [View article]
    Your'e exactly right, I would sleep soundly at night holding this and it definilty could be a core holding
    Apr 25 07:24 AM | 1 Like Like |Link to Comment
COMMENTS STATS
57 Comments
36 Likes