Seeking Alpha
View as an RSS Feed

Ryan Schroeder  

View Ryan Schroeder's Comments BY TICKER:
Latest  |  Highest rated
  • Buy Exxon Here And Forget About It [View article]
    That data is pulled by looking at changes in 13-Fs. If Buffett received an exception to not report his XOM holding this 13-F, then the delta makes it look like he sold everything.

    He did the same thing Deere and Company (DE) last year. It looked like he sold everything because DE no longer showed up in his 13-F. He then later filed an amended 13-F and we learned instead of selling his entire DE stake, he actually nearly doubled it.

    I'm buying XOM below $90. We may see a "Buffett didn't actually sell" spike. Also, either way XOM is a great long term hold.
    Feb 24, 2015. 03:16 PM | 3 Likes Like |Link to Comment
  • Buy Exxon Here And Forget About It [View article]
    It's not 100% certain that Warren Buffett sold his Exxon stake. It' possible (and I'd argue likely) that he has asked the SEC for an exception to not disclose his stake because he is significantly adding to it.
    Feb 24, 2015. 02:33 PM | 2 Likes Like |Link to Comment
  • Starbucks launches rare coffee subscription service [View news story]
    I'm guessing that is 8.8-ounces of beans. Ballpark that will give you around 16 cups of coffee. So less than two bucks for a cup. Not bad considering it is Starbucks.
    Feb 17, 2015. 04:26 PM | 2 Likes Like |Link to Comment
  • Market Outlook 2015: 'It's Déjà Vu All Over Again' [View article]
    Good Read Jason,

    Like baseball, investing is 90% mental. I just need to figure out what the other half is...
    Feb 16, 2015. 09:21 AM | 2 Likes Like |Link to Comment
  • Why I'm Bearish On Coke [View article]
    EW - I think Coke is on the right track here with Fairlife. Niche product or not consumer will pay more for a healthier product. And specialty milk is a high growth area right now. Anything that diversifies them away from their CSD core is a positive. Also increased calcium and protein is definitely a tangible benefit.
    Overall I enjoyed your analysis and agree that either way Fairlife won't be making much impact in the next few years.
    Feb 12, 2015. 09:57 AM | Likes Like |Link to Comment
  • Apple beats estimates, guides in-line [View news story]
    Apple just turned in the most profitable quarter in history.
    Jan 27, 2015. 04:42 PM | 11 Likes Like |Link to Comment
  • PepsiCo's Operational Objectives Are Driven By Cost-Cutting And Healthier Hydration Trends [View article]

    The stevia product is Pepsi True and it is available on Ignore the 1 star rating, as it got trolled pretty hard when it came out. I've tried it and am a fan.
    Jan 14, 2015. 10:48 AM | Likes Like |Link to Comment
  • Another Take On Why Timing The Market Does Not Work [View article]
    David. Double check your yield number on BUD. They pay semi-annual dividends but the first payment is larger than the second. I discuss that in my BUD article here:
    Dec 17, 2014. 09:16 AM | Likes Like |Link to Comment
  • North Atlantic Drilling's Results Are Much Stronger Than The Market Reaction To Them Indicates [View article]
    The problem with buying the company is you assume the debt. which means you just assumed $2.5 billion in debt. This is the ultimate high-risk/high-reward stock. You are basically betting on whether or not NADL can get the Rosneft deal done or find other work for their rigs. Idle rigs and enormous debt are not a good combination.

    Long SDRL
    Dec 9, 2014. 09:11 AM | Likes Like |Link to Comment
  • The Problem With 'Waiting For A Lower Price' [View article]
    "If you look back at history, you will see that the best time to buy stocks is whenever the S&P 500 is in the range of 20% to 50% off its all time high."

    If you follow this logic, you wouldn't have been able to buy any stock in the last 4 years, hence missing out on 4 years of dividends and capital returns. That's the author's point in this article, and it's a good one.

    At the same time, I'm definitely not buying any index funds at the current market levels, but there are plenty of individual stocks that are fairly valued or undervalued (see integrated oil majors).
    Dec 4, 2014. 02:11 PM | 27 Likes Like |Link to Comment
  • Comparing America's 3 Largest Water Utilities [View article]
    Great Article Joseph. Water utilities tend to not get much notice as they are not "exciting" stocks. I personally have a $100/month drip with Aqua America. Definitely a great slow and steady stock. Sit back, reinvest the dividends, and add more every month and it's surprising how fast this "boring" stock grows. Nick DeBenedictis has been managing water utilities forever and has a long track record of success in all sorts of business climates.
    Nov 18, 2014. 08:39 AM | 3 Likes Like |Link to Comment
  • Apple Q4 2014 Review: Let The Good Times Roll [View article]
    WestEnd - 8% Service Revenue growth is not a contraction.. Growth and contraction are antonyms. Since it's down from 12% growth last quarter, you can say slowing growth, but by definition, something that is growing cannot be contracting...
    Oct 21, 2014. 08:51 AM | 6 Likes Like |Link to Comment
  • Seadrill: How To Play With A Falling Knife [View article]
    Streewise - Informative article. However I disagree with your final point: "the last thing shareholders want to see is a dividend cut." As a SDRL long, I would not bother me in the slightest if the dividend was halved (YOC for recent buyers would still be in the 6-7% range). This would give the company more flexibility in raising capital and perhaps improve it's credit rating as interest coverage would be much better.
    Sep 30, 2014. 09:15 AM | 5 Likes Like |Link to Comment
  • Bed Bath & Beyond Is Worth Considering Off Of Earnings [View article]
    Josh - good, balanced article. I'm long BBBY b/c of the valuation and that awesome buy back. Nice to see a beat put a little life into the shares.
    Sep 24, 2014. 08:21 AM | 1 Like Like |Link to Comment
  • Please Be Cautious, Apple Bulls [View article]
    I wouldn't read anything into the layoffs. Eliminating redundant Beats positions (HR, finance, etc.)
    Aug 1, 2014. 01:55 PM | 4 Likes Like |Link to Comment