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Savlanoot

Savlanoot
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  • Downgrade weighs on Kellogg [View news story]
    I agree with the comments about the healthiness of cereal. I especially enjoy products from Morningstar Farms, which K owns. For instance, Morningstar's Mediterranean Chickpea patties, which taste like good falafel, each have 7 grams of dietary fiber and less than 1 gram of sugar and only 110 calories. They're a lot cheaper than the breakfasts available at the drive-thru windows.
    Oct 1, 2014. 04:45 AM | Likes Like |Link to Comment
  • Is Target's Stance On DOMA Hurting Traffic? [View article]
    dar43054, I wrote as a shareholder seeking what's best for Target and its shareholders. We're looking forward to some important shopping seasons: back-to-school and the year-end holidays (Christmas, Hanukkah, Kwanzaa, etc.). Target has nothing to gain from alienating a large block of its potential customers.

    Tolerance and acceptance shouldn't be lumped together as if they were the same. To accept something is to welcome and embrace it. To tolerate something is to put up with it, as in the philosophy of "live and let live." Customers who tolerate anything resent being pressured to embrace it. If pressed to far, they take their business elsewhere.

    Target faces plenty of competition from Walmart, J.C. Penney, Costco, etc. Target can't afford to alienate customers who, while willing to tolerate the LGBTQ agenda, refuse to embrace it. In a politically diverse society, toleration is as much as any of us can reasonably expect from people with differing views.

    Already the Target where I shop is gearing up for back-to-school. While I appreciate the purchasing power of the LGBTQ community, how can I logically expect the LGBTQ community to buy large quantities of back-to-school clothes and supplies? Unless parents come shopping (parents with family values rooted in Judeo-Christian ethics), Target is going to be stuck with a lot of unsold stuff.

    The American Family Association doesn't boycott businesses that take a neutral stance on sexuality such as Target has been doing. Target therefore should be able to get through the rest of the shopping season in style, unless the AFA or the LGBTQ community refuses to tolerate toleration.
    Jun 17, 2014. 05:14 PM | 3 Likes Like |Link to Comment
  • Is Target's Stance On DOMA Hurting Traffic? [View article]
    As a shareholder, I think Target's best approach is to stay neutral as a way to avoid alienating different groups of customers. LGBTQs have economic clout, but so do followers of the American Family Association and other politically active Christian groups; in addition, socially conservative Muslims may also choose to stay away.

    Customers who browse without buying don't fit the mold of boycotters, who tend to avoid offensive stores altogether. Any decline in traffic likely stems from inflation, a bad economy, and concerns about credit card security.

    There are so many ways to offend customers nowadays. Some want to hear "Merry Christmas"; others, "Happy Holidays" or "Season's Greetings." I think a store that treats all customers courteously and offers good merchandise at good prices is in the best position to weather today's cultural and economic storms.

    I became a Target shareholder after years of being a satisfied customer. What I experienced made me curious enough to look at the company's business and see what other investors were saying. My subsequent dividends and gains convince me that I made the right choice.
    Jun 17, 2014. 12:57 PM | 3 Likes Like |Link to Comment
  • REIT investors eye weak retailer results, store closing plans [View news story]
    Good thoughts, Captain Pike. O is slightly above its mean price target ($41.41 acc. to Yahoo Finance). Still, I like the monthly dividend and probably will add to my position at a lower price.
    Mar 6, 2014. 09:54 PM | Likes Like |Link to Comment
  • Kimberly-Clark beats by $0.04, beats on revenues [View news story]
    Let's replace the ticker tape parade with toilet paper parades.
    Oct 22, 2013. 12:31 PM | Likes Like |Link to Comment
  • Exelon: 30% Undervalued With A 4.2% Yield While Waiting For Earnings To Normalize [View article]
    I hope the writer's analysis is correct. Having owned EXC a good while, I could be classified as something of an EXC hater. If only EXC's managers would get their act together. The company does have potential, and I'd like to get back to even--and better!
    Oct 1, 2013. 12:08 PM | 2 Likes Like |Link to Comment
  • Will other large companies play follow the leader after UPS cuts spousal benefits? [View news story]
    I'm afraid that when Obamacare fails, voters will want to try a single payer system. That will really be a teachable moment.
    Aug 22, 2013. 11:07 PM | Likes Like |Link to Comment
  • Have The Short Sellers Taken Down Linn Energy? [View article]
    If LINE last went ex-div in May, shouldn't the next ex-div date arrive in August instead of July?
    Jul 2, 2013. 10:57 AM | Likes Like |Link to Comment
  • Concerns over a potential dividend cut prompted Argus to cut Exelon (EXC -2.5%) to Hold earlier today. Jefferies beat them to the punch on Friday, downgrading the shares to Hold for the very same reason, noting that if forward pricing doesn't improve soon, the company isn't going to have any choice. [View news story]
    EXC's dividend is greater than its EPS. Sooner or later, something has to give. A Romney victory can help everybody better than an Obama win can. Go GOP!

    Growth
    Opportunity
    Prosperity
    Nov 5, 2012. 06:35 PM | Likes Like |Link to Comment
  • More on Kellogg (K): North America sales up 5.9% Y/Y to $2.4B, led by a bounce back in its cereal business and strong results in Pop-Tarts. International sales declined 3.8% Y/Y to $1.1B. Reaffirms full-year guidance. Shares +0.1% premarket. (PR[View news story]
    Shares of K were up 2.82% at 11:59 a.m. EDT on Aug. 2, so I don't know why anyone thinks K's shares are tanking. Sure, you can buy junk food from K, but you can also get plenty of good cereals and crackers, especially All Bran and Special K ones. K is ready to face future challenges and still plays a solid, steadily growing dividend. I'm long K and eager to add to my position if share prices drop to $46 or lower. K remains a long-term, consistent growth stock.
    Aug 2, 2012. 12:05 PM | Likes Like |Link to Comment
  • Why Kellogg's Is Fairly Priced [View article]
    Valuentum, thanks for your thoughtful article.

    I'm long K, which I've long liked for its consistent dividend. Still, I wonder if drought problems will hurt its margins and those of other food producers.

    Thanks again for your warning.
    Jul 23, 2012. 08:16 PM | Likes Like |Link to Comment
  • Kimberly Clark Near Sell Price [View article]
    Thanks for this article about KMB, which has been a joy to own thanks to its rise. Have you any suggestions what to buy after you reduce your KMB position? I've been thinking about PG, whose products include Charmin.
    Jul 20, 2012. 10:48 AM | Likes Like |Link to Comment
  • Get Ready For A Rite Aid Takeover [View article]
    Mike, I agree that RAD isn't likely to be taken over while it is losing money and burdened with debt. I've heard, though, that the company is attracting customers with its Wellness-plus card. Had RAD introduced this card by the time you left? I'm wondering if RAD can make money on customers who get a 20% discount on nearly every non-Rx item in the store.
    Apr 9, 2012. 08:32 AM | 1 Like Like |Link to Comment
  • Why Annaly Capital's Stock Will Continue To Fall [View article]
    I've liked NLY, which has performed well as you say. Unfortunately, past performance doesn't guarantee future results. Question is whether to sell while the selling is good, or use any decline as an opportunity to buy more.
    Jan 3, 2012. 10:26 PM | Likes Like |Link to Comment
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