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Sally G

Sally G
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  • Darden Restaurants - The Worst Is Yet To Come [View article]
    Interesting! I know that Warren Buffett will not speak to analysts, choosing to speak to all investors at once at a weekend annual meeting, but Mr. Otis is no Warren Buffett. It makes me think that they were hiding some bad news.
    Jun 27 11:58 PM | 1 Like Like |Link to Comment
  • What If Legacy Pharmaceutical And Consumer Business Keeps Falling For Merck? [View article]
    I had recently cancelled a limit order for MRK at $53.xx; figured that it was not going to sink that low and that I had missed the boat for now. The article implies that maybe not; comments seem to indicate otherwise, with good rationale. So I am left confused and, I guess, needing to investigate further.
    Jun 27 11:55 PM | Likes Like |Link to Comment
  • Darden Restaurants - The Worst Is Yet To Come [View article]
    I’m sorry for double post; I thought the first had been lost when I signed in; did not see it get posted.
    Jun 27 11:25 PM | Likes Like |Link to Comment
  • Darden Restaurants - The Worst Is Yet To Come [View article]
    I count about 75 meetings; between 1 and 2 a week; it is the prep work that should be killing him. I keep up with a lot more (certainly less complex) conference calls for a lot less money—volunteer! If DRI is allowing him to use the plane so that he actually has time to be in the office, then he should be paying all costs of that use.
    Jun 26 09:19 PM | Likes Like |Link to Comment
  • Darden Restaurants - The Worst Is Yet To Come [View article]
    O.K., this is 74 meetings—not even 2 per week. Prep work for them is more of a problem. If he uses the company jet (and it makes some ugly logistical sense, although virtual attendance should be considered for many, for environmental reasons), he should certainly be charged for the cost thereof.
    Jun 26 10:46 AM | 1 Like Like |Link to Comment
  • Darden Restaurants - The Worst Is Yet To Come [View article]
    Interesting; of course, chains often adjust menus to local palates, so it will be interesting to see what sector of Limans are target customers for The Olive and how the menu differs from the U.S.A. menu.
    Jun 25 09:23 AM | Likes Like |Link to Comment
  • Darden Restaurants - The Worst Is Yet To Come [View article]
    They are also on the ROC* list for bad employee practices; interesting split of opinions.
    *I forget what the acronym is; a group that rates various restaurant chains on such factors as advancement opportunity, sick days, pay scale, etc.—some 6–9 categories, if I remember correctly; they publish a dining guide for those interested in supporting fair labor practices.
    Jun 25 09:20 AM | Likes Like |Link to Comment
  • Why Genuine Parts' Dividend Is Worth A Look [View article]
    I recently found GPC; am recommending it to my conservative mother for my parents’ account; an old-school dividend stock with which they should be comfortable (the sort that Dad used to like when he was investing actively).
    Jun 25 09:17 AM | 1 Like Like |Link to Comment
  • Darden Restaurants - The Worst Is Yet To Come [View article]
    I haven’t sold yet, but not planning to hold long-term, I don’t think.
    Jun 22 03:04 PM | Likes Like |Link to Comment
  • Meredith Corp. Dividend Stock Analysis [View article]
    Thanks; unfortunately, I bought MDP recently slightly above where it is now, have started to reinvest dividends as price has dropped. I was debating whether to cut and run or wait a while; looks like the latter is a reasonable course.
    Jun 18 08:47 AM | Likes Like |Link to Comment
  • A Rosy Future For Berkshire Hathaway [View article]
    I purchased a few shares of Markel a couple of years ago; it has done well.
    May 19 08:06 AM | Likes Like |Link to Comment
  • Clouds Over Omaha - Time To Sell Berkshire Hathaway [View article]
    It is a matter of private or public disagreement; he has access to speak his concerns directly*, so can follow that up with an abstention. The rest of us have only our vote.
    *Hey, BRK owns something like 9% of KO, he used to be on the board himself, and his son now is on the board—AND he is the “Oracle of Omaha”; naturally he has a bit more access than the rest of us, and as such his vote carries even more weight than the strict numerical result.
    May 14 10:48 AM | 3 Likes Like |Link to Comment
  • Beam Merger Jumping Final Hurdles Provides Long Opportunity [View article]
    So as a BEAM shareholder (one who was decidedly OPPOSED to this, but obviously in the minority), where do I stand now? Paid in cash? Or Suntory stock?
    And we lose another long-standing U.S.A. company to an overseas buyer.
    Ugh.
    May 12 01:02 PM | Likes Like |Link to Comment
  • Clouds Over Omaha - Time To Sell Berkshire Hathaway [View article]
    Agreed, and that combined with the “moat” of Coke itself is, I believe, why the energy/coffee niche would be nice, but is not strictly necessary; why management has “gotten a pass” on that to date.
    May 12 12:58 PM | Likes Like |Link to Comment
  • Clouds Over Omaha - Time To Sell Berkshire Hathaway [View article]
    Energy/Coffee would indeed be a good thing, but between CocaCola itself, in all its incarnations, and the various other beverage products from KO, it is not absolutely necessary, IMHO.
    May 10 12:26 PM | Likes Like |Link to Comment
COMMENTS STATS
607 Comments
284 Likes