Seeking Alpha


Send Message
View as an RSS Feed
View timddeb's Comments BY TICKER:

Latest  |  Highest rated
  • Diageo: Impressive Dividend Growth History, But Not A Strong Buy [View article]
    The downturn 13/14 almost matched the loss in revenue from Baijiu? DGE I seem to remember had to write down their value of their stake in Shuijingfang! Anyway while I was in Asia I noticed an increasing amount of palatable Asian Brandies and other spirits that were certainly priced to sell. (All in the name of research into shares I hold). This could be either a challenge or an opportunity. Marketing is obviously going to be important in getting people with disposable income to move upmarket, and In Asia more people are coming into money than not. While it is true that sales of Baijiu have come down, I suspect that European brands are still selling well if the displays in Shops and supermarkets were anything to go by. I agree that at the moment DGE is a little pricey, but having held their stock for a long time I don't see any reason to move out of DGE. They are well managed and the cash flow seems to be on the increase again. Yes currency might be a headwind, but my bet is that until the US increases interest rates and Europe reins in their version of QE the UK won't move to ruim their export abilities despite what they utter at the BOE. Holding
    Nov 17, 2015. 03:22 AM | 1 Like Like |Link to Comment
  • iPad Pro: Another Reason To Sell Apple? [View article]
    Does anyone not realise that cloud computing means, whatever the blurb says, you are putting your data on someone eles's service? What happens if you are out of service area, or they have a fire? True the data will probably mostly come back in a few days. Not good enough for me. I am also not happy putting my data where it can be hacked. Hackers are getting better and better.
    Nov 15, 2015. 02:53 PM | 1 Like Like |Link to Comment
  • Is BP Making The Right Dividend Play? [View article]
    So unless you think BP is going broke, hold hold hold
    Nov 13, 2015. 11:33 AM | Likes Like |Link to Comment
  • What Copper Just Said About China [View article]
    Also, China might be recycling a bit?
    Nov 12, 2015. 10:36 AM | 1 Like Like |Link to Comment
  • So How Deep Is The Hole That Boeing Dug For The Dreamliner? [View article]
    Carbon Fibre has made more than one company bankrupt as well! Ask Rolls Royce.
    Nov 9, 2015. 09:02 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: What Do Higher U.S. Interest Rates Mean For Financial Markets? [View article]
    thanks for the article, although I suspect I will still be studying it when the next one arrives! Nice to have comment from someone with skin in the game.
    Nov 8, 2015. 09:54 AM | Likes Like |Link to Comment
  • Buy Diageo For Its Excellent Fundamentals And Long-Term Prospects [View article]
    so how do you think selling off the wine business willl affect the fundamentals? What do you think will happen to the yeild when the $ and then the £ increase base interst rates? Do you hold any stocks anywhere or do you just not hold stocks (shares in the UK) in companies you promote?
    Nov 4, 2015. 02:03 AM | Likes Like |Link to Comment
  • Trouble In Portugal [View article]
    I fail to understand why countries can't see that to return to competitivness they need to leave the euro.
    Nov 2, 2015. 02:46 PM | 1 Like Like |Link to Comment
  • Microsoft: I Love The New Products, But As A Dividend Growth Investor I Cannot Buy The Stock [View article]
    anyone using Windows products is either funded by their company or paying too much for inferior quality products. Windows 10!!!!! I upgraded to XP and turned the rest to Unbuntu. Much nicer working environment and I feel safer as well
    Oct 28, 2015. 04:05 PM | Likes Like |Link to Comment
  • So How Deep Is The Hole That Boeing Dug For The Dreamliner? [View article]
    Having spent too long on both current wide body offerings, Boeing have a problem, so the outsourcing was a smart move.
    Oct 28, 2015. 03:18 AM | Likes Like |Link to Comment
  • Lockheed Martin: A Free Upside Catalyst Sweetens The Deal [View article]
    Ol Wizard, thanks for your thoughts, much appreciated. I also know that China is investing in developing a military use jet engine. They are dedicating a relatively small amount to this project, so I expect they are expecting to buy their way to the top. How does Russian technology stack up?
    Oct 26, 2015. 09:12 AM | Likes Like |Link to Comment
  • Lockheed Martin: A Free Upside Catalyst Sweetens The Deal [View article]
    So how are we feeling now that even the US military is beginning to doubt the sacred cow called the F35? What will it mean if for instance Canada buys the Rafael? Many are already shouting about the coming Warthog versus F35 tests. The A10 is a tough bird and has proven itself many times over. Unfair test? Not Apples with Apples? The F35 is supposed to be multi role. The stealth technology will soon need upgrading as enemies catch up, if they haven't already. ( I suspect they have). So my question is, what happens next when the F35 becomes a white Elephant? Many many people who have a valid opinion think this is the case, so maybe it's time to consider the possibility.
    Oct 24, 2015. 02:48 PM | Likes Like |Link to Comment
  • Unilever: Ahead Of Itself [View article]
    Long UL. On the whole I agree with your valuation, however, with continuing stimulus measures in the Euro Zone there might yet be more favourable currency translation. The Knor stock cubes do ave a favourable advantage, they say
    "no artificial colourants, no preservative". This is becoming an important marketing point for up market products, however they also contain glutamate, which is an own goal. Personally like you I feel the UL's move upmarket is ill thought out and will backfire. I am holding UL from a low base, at the moment it suits to hold but when the increase in value peters out, as it will, I am certain there will be better places to put my faith. As you can see from my spelling I am based in Europe and keep an eye on what is on the supermarket shelves here whilst waiting for the boss to make up her mind on important stuff. I feel UL is starting to lose ground. I would be interested to know what stocks you do hold?
    Oct 24, 2015. 03:10 AM | 1 Like Like |Link to Comment
  • Lockheed Martin: A Free Upside Catalyst Sweetens The Deal [View article]
    thanks for the article, but in the closing paras you state that Sikorsky can "fire up the growth engine" and then state that Sikorsky is only a small part of the overall. I would be more impressed if you showed how the aquisition changes the fundamentals of LMT. Moreover if LMT is so good, why don't you hold it in your portfolio?
    Oct 22, 2015. 05:34 AM | Likes Like |Link to Comment
  • Royal Dutch Shell - Time To Go Long [View article]
    yup it has, but it is all promulgated on the oil price recovering, which might take a while
    Oct 16, 2015. 05:34 PM | 1 Like Like |Link to Comment