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  • Data Indicates Wal-Mart's Plan To Invest In E-Commerce Makes Perfect Sense [View article]
    Love the data-driven article. You earned a follow. Keep up the great work.
    Nov 19, 2015. 02:41 PM | 1 Like Like |Link to Comment
  • GE: How Alstom And France Ate Jeff Immelt's Lunch [View article]
    As a GE shareholder, I was not happy about this acquisition. Many CEO's tout "synergies" and potential cost-savings as they try to sell the deal to the shareholders. In the end, cost-savings generally do not materialize and the deal amounts to empire-building.
    Nov 19, 2015. 02:36 PM | 17 Likes Like |Link to Comment
  • These 4 Dividend Stocks Are Poisonous To Your Portfolio [View article]
    MCD at an all-time high today, probably bad timing to put out an article saying that it's poisonous to your portfolio...
    Oct 22, 2015. 03:21 PM | 31 Likes Like |Link to Comment
  • GE to split new energy technologies into new unit [View news story]
    The press release doesn't make this sound like a spinoff, but more like an investment into a new company. Just wondering if the GE stockholders will actually receive shares in the new company.
    Oct 7, 2015. 10:16 AM | 15 Likes Like |Link to Comment
  • Force Friday event gives retail sector a lift [View news story]
    Kay Jewelers?
    Sep 4, 2015. 08:12 AM | 1 Like Like |Link to Comment
  • Disney's Buyback Score Card [View article]
    I wouldn't call it garbage. I would like to point out that Disney has a different strategy with regards to buybacks. Disney will use it's stock to buy a company like Lucasfilms, then spend a couple of years buying back that stock. Then, it will use the SAME stock to buy something else, like Marvel, then spend a few years to buy back that stock. Longterm holders of DIS understand this, knowing that it's an investment in future earnings. Time and time again, it's done this with the Muppets, Pixar, etc.
    Mar 31, 2015. 10:35 AM | 9 Likes Like |Link to Comment
  • Phillips 66 Partners announces 5.25M-unit offering [View news story]
    Michael, do you think PSX will use the $1 billion to retire shares? They have already bought back & retired 14% of the company since spinning off from COP. (635 million to 545 million shares outstanding)
    Feb 17, 2015. 11:05 AM | Likes Like |Link to Comment
  • Cheap Growth And Stronger Expected Cash Flows Are Key To My Bullish Thesis On Colgate [View article]
    The article title begins with "Cheap Growth", but at 30 times earnings, it's hard to call this cheap. What valuation would you consider expensive?
    Feb 6, 2015. 09:42 AM | 5 Likes Like |Link to Comment
  • Chicago Rivet & Machine Co.: A Debt-Free Cash Cow On Sale? [View article]
    Thanks for commenting, Tbeartoo. Yes, they do issue a lot of special dividends. Not a bad thing at all, since they have a lot of cash on hand and no debt. A special dividend allows them to return cash to shareholders and not have to be viewed as "lowering" the dividend afterwards. Thanks again for reading.
    Jan 29, 2015. 05:30 PM | Likes Like |Link to Comment
  • Chicago Rivet & Machine Co.: A Debt-Free Cash Cow On Sale? [View article]
    Thanks for commenting, ferjen. I would say that being dependent on the automotive industry, it can be a very cyclical company. Also, as a publicly traded stock, it is always subject to p/e compression (and expansion). However, being debt-free and profitable during a trough can really set a company up for success. Contrast that with small, highly-leveraged oil exploration companies that are struggling during the trough of the cyclical oil industry right now. They simply can't weather the storms very long. Thanks again for reading & commenting.
    Jan 29, 2015. 09:48 AM | 1 Like Like |Link to Comment
  • IBM beats by $0.40, misses on revenue [View news story]
    Exactly, Nick. This is when they need to step up the repurchases.
    Jan 20, 2015. 04:40 PM | Likes Like |Link to Comment
  • IBM beats by $0.40, misses on revenue [View news story]
    Yep, looks like the majority of the y/y change was in the previous three quarters.
    Jan 20, 2015. 04:40 PM | Likes Like |Link to Comment
  • IBM beats by $0.40, misses on revenue [View news story]
    Wow, $IBM bought back 7% of it's diluted shares outstanding over the past year.

    Three months ended December 2014: 995 million shares outstanding
    Three months ended December 2013: 1,080 million shares outstanding.
    Jan 20, 2015. 04:14 PM | 2 Likes Like |Link to Comment
  • Coca-Cola provides 2014/2015 guidance update [View news story]
    because they can.
    Dec 15, 2014. 04:55 PM | Likes Like |Link to Comment
  • Kiosks and customization on the menu at McDonald's [View news story]
    I wonder if MCD could license it to other fast food restaurants. On the one hand, they might not want to help the competition, but on the other hand, it would be a tremendous additional source of revenue.
    Dec 9, 2014. 02:30 PM | 1 Like Like |Link to Comment