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  • Downgrades Provide Opportunity: Disney, News Corp. [View article]
    TWX is the weak link. Your theory is of a turnaround and that may work out; it could take time though.

    You also made a pretty good case for why to buy DIS.

    None the less, at these valuations, given the macro picture, risk management is warranted.
    Apr 11, 2012. 07:02 AM | Likes Like |Link to Comment
  • 5 Dividend Paying Stocks With Small Drawdowns [View article]
    At the current valuation KO may underperform; if you want to diversify your holdings in the space at lower entry level for KO that wouldn't be a bad idea.

    If PEP can manage to increase margins I believe there is some upside there.

    The same thing with MO, diversification.
    Apr 8, 2012. 09:14 AM | 2 Likes Like |Link to Comment
  • Goldman's Right On McDonald's: Better Opportunities Elsewhere [View article]
    The valuations of WEN are compelling, and the risk/reward is favorable. Sales are 1/10 of MCD's and the valuation is 1/50 of MCD's.

    If WEN can get some decent management in there and turn the company around there is SIGNIFICANT UPSIDE POTENTIAL - Multiple expansion!

    Plus WEN pays a pretty good dividend compared to MCD.
    Apr 6, 2012. 01:13 PM | Likes Like |Link to Comment
  • Goldman's Right On McDonald's: Better Opportunities Elsewhere [View article]
    My investment thesis is that Wendy's will increase margins and command a higher valuation. McDonald's management is guiding down on margins and earnings which translates to lower valuations.
    Apr 6, 2012. 08:41 AM | Likes Like |Link to Comment
  • Goldman's Right On McDonald's: Better Opportunities Elsewhere [View article]
    Top-line growth plus management change could equal BIG BUCKS for investors.
    Apr 6, 2012. 07:33 AM | Likes Like |Link to Comment
  • Goldman's Right On McDonald's: Better Opportunities Elsewhere [View article]
    The problem isn't cost of sales as gross margins are in line with YUM and Starbucks. The problem is operating costs.
    Apr 6, 2012. 07:32 AM | Likes Like |Link to Comment
  • Goldman's Right On McDonald's: Better Opportunities Elsewhere [View article]
    Sales growth at Wendy's is remarkable, management should be able to translate sales growth to bottom line growth if they are worth their pay.

    Panera competes in a different space I.E. the food there is expensive.
    Apr 6, 2012. 07:30 AM | Likes Like |Link to Comment
  • IBM Downgrade Highlights Competitors' Strengths [View article]
    In the introduction, it says IBM is a great firm, it was downgraded on valuation.
    Apr 5, 2012. 12:14 PM | Likes Like |Link to Comment
  • IBM Downgrade Highlights Competitors' Strengths [View article]
    ORCL's transition to cloud computing could take market share from SAP.

    MSFT is in a transition phase; XBOX is a lasting brand and Windows is transforming; Internet Explorer is gaining traction.
    Apr 5, 2012. 12:13 PM | Likes Like |Link to Comment
  • IBM Downgrade Highlights Competitors' Strengths [View article]
    Paragraph 2: Debt is Debt.
    Paragraph 3: The dividend they pay may account for the difference.
    Apr 5, 2012. 12:09 PM | Likes Like |Link to Comment
  • The Gold Price Tells Us Nothing About Inflation [View article]
    Good read!

    I'm sure you are aware of the soft asset / hard asset cycle - relative strength of the S&P 500 v. Gold.
    Apr 5, 2012. 08:44 AM | Likes Like |Link to Comment
  • Coca-Cola Downgrade Highlights Competitors' Potential [View article]
    The biggest factor in evaluating dividend paying shares is the ability to increase the dividend. With AB InBev forecasted to grow earnings at twice the pace of Coca-Cola over the next five years they should have more free cash to fuel dividend increases.
    Apr 4, 2012. 11:39 PM | 1 Like Like |Link to Comment
  • Why American Express, AT&T And Verizon Were Downgraded This Week [View article]
    hsg9000, in this case we'll stick with a "read" flag. :)
    Mar 30, 2012. 07:48 PM | 1 Like Like |Link to Comment
  • The Seduction Of Market Timing [View article]
    We are in agreement, market timing can not be used as a standalone input for investment diagnoses.
    Mar 24, 2012. 12:33 PM | 1 Like Like |Link to Comment
  • Intel Q4 Revenue And Hard Disk Drive Supply Shortages: A Buying Opportunity [View article]
    ARM is also a significantly smaller company the multiples aren't comparable.
    Dec 14, 2011. 12:33 PM | Likes Like |Link to Comment
COMMENTS STATS
254 Comments
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