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  • Wendy's Has Plenty Of Upside Coming  [View article]
    Great cost basis!
    Feb 13, 2016. 09:45 PM | Likes Like |Link to Comment
  • Gilead Has Decided To Buy Itself  [View article]
    1000 pt drop is not as big a deal as it seems considering the where the DOW is coming from point wise.
    Feb 12, 2016. 09:48 PM | Likes Like |Link to Comment
  • My Favorite Value Holdings In Jana Partners' Portfolio  [View article]
    Exactly. When was there a worse time to panic about debt-heavy companies in many sectors of the economy? I like it only at or near those levels.
    Feb 12, 2016. 09:46 PM | Likes Like |Link to Comment
  • A funny thing happened on the way to the recession  [View news story]
    It's definitely going towards debt payments. There will be a huge amount of new workers with college loan debt, and other debts needed to start careers.
    Feb 12, 2016. 09:44 PM | Likes Like |Link to Comment
  • A funny thing happened on the way to the recession  [View news story]
    I can't decide which of the two are better. Both have very durable and recognizable brands.
    Feb 12, 2016. 09:43 PM | Likes Like |Link to Comment
  • A funny thing happened on the way to the recession  [View news story]
    One of the greatest comedians and influential of all time!
    Feb 12, 2016. 09:41 PM | Likes Like |Link to Comment
  • The Gilead Sell-Off: An Opportunity Of A Lifetime  [View article]
    You can perhaps choose not to tune in.
    Feb 12, 2016. 09:33 PM | 1 Like Like |Link to Comment
  • The Gilead Sell-Off: An Opportunity Of A Lifetime  [View article]
    LOL I've never used that for future valuations but they may be taking in account Gilead's tendency to under promise significantly.
    Feb 12, 2016. 09:31 PM | Likes Like |Link to Comment
  • The Gilead Sell-Off: An Opportunity Of A Lifetime  [View article]
    I questioned that too. I believe he was simply extrapolating as usual from the recent dividend increase and committing that amount to future increases in his model of free cash flow distribution.
    Feb 12, 2016. 09:30 PM | 1 Like Like |Link to Comment
  • We're No Longer Long Cisco  [View article]
    AAPL looks like a better alternative.
    Feb 11, 2016. 09:36 AM | 1 Like Like |Link to Comment
  • My Favorite Value Holdings In Jana Partners' Portfolio  [View article]
    A good price to take a shot a HTZ is $4.50/s give or take a few dimes.
    Feb 11, 2016. 08:46 AM | Likes Like |Link to Comment
  • Skechers: Expecting Big Q4 Numbers  [View article]
    Then don't buy into huge rallies and you won't have that problem.
    Feb 10, 2016. 10:12 PM | Likes Like |Link to Comment
  • Exxon’s payout ratio could top 100% in 2016, Bespoke says  [View news story]
    They would have to take on their debt loads.
    Feb 9, 2016. 01:49 AM | 2 Likes Like |Link to Comment
  • Should Younger Investors Follow The Strategy Of Retirees In Allocating Capital?  [View article]
    As long as you aren't sitting on that much cash for 12+ months waiting is okay. There are some good discounts out there though such as WMT, AAPL, GILD, UNP, VLO, and WBA.
    Feb 7, 2016. 07:38 PM | 1 Like Like |Link to Comment
  • A Recession-Ready REIT Portfolio  [View article]
    I've been watching HCN lately. What is your take on this REIT?
    Feb 7, 2016. 11:48 AM | 1 Like Like |Link to Comment
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