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Rudester

Rudester
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  • Buying Opportunity: Coca-Cola [View article]
    KO's revenue has flat lined, while the CEO and the Board plunders the company's coffer.

    I reduced my KO holdings from a core position to a half holding and will keep it there until a replacement CEO is announced.
    Jul 2, 2015. 11:51 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan's Fair Value: $29 Per Share [View article]
    I think I figured it out. Nelson is getting all kinds of free publicity from these outrageous articles on KMI and at the same time making a ton of money from page views as the discussion continues. Therefore, I am de-registering from this article.
    Jul 2, 2015. 11:46 AM | Likes Like |Link to Comment
  • Kinder Morgan's Fair Value: $29 Per Share [View article]
    Thanks for the analysis User 12839421,

    It confirms what I have been suspecting for the past year. It is disappointing to see the poor vetting SA editors give their authors.
    Jul 2, 2015. 09:50 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan's Fair Value: $29 Per Share [View article]
    So the only comments you make are ones that lead
    to self-agrandizement, but ignore many lucid and valid
    comments that disagree with your position.
    Jul 1, 2015. 11:19 AM | 4 Likes Like |Link to Comment
  • Kinder Morgan's Fair Value: $29 Per Share [View article]
    I just realized that SA needs an "ignore author" button.
    Jun 30, 2015. 10:59 PM | 8 Likes Like |Link to Comment
  • New overtime wage proposal looms large in retail sector [View news story]
    Reduce the CEO pay at these companies a few millions and use the money to pay the workers that really make it happen.
    Jun 30, 2015. 09:35 AM | 9 Likes Like |Link to Comment
  • The State Of McDonald's [View article]
    I spent three days in Nice last month. We where staying at Le Meridien Hotel and there is a Mc Donald's right next door.

    Now, if you are familiar with the area, you know there are literally hundreds of great restaurants around the corner, yet that Mc Donald was standing room only morning noon and evening. Amazing!
    Jun 30, 2015. 09:31 AM | 5 Likes Like |Link to Comment
  • Why I Wouldn't Own Microsoft [View article]
    Intel is laying off because of the drop in the PC business. Wouldn't Microsoft's Windows OS and Office suite revenues be similarly affected?
    Jun 28, 2015. 10:07 PM | Likes Like |Link to Comment
  • New Math: Does The Age/Asset Allocation Rule Need An Update? [View article]
    If you are interested in having a combined bond/equity portfolio and you have a pension and or Social Security, you should consider "capitalizinig" that amount as if it was income from a bond portfolio. Add the pension and Social Security monthly checks together and see what amount you would have to put into a fixed annuity to generate that monthly income. That would tell you the amount you have invested in a "virtual" bond portfolio and factor that into your bond/equity mix.

    PS: I know Social Security has a COLA component so the above calculation is approximate.
    Jun 27, 2015. 07:17 PM | Likes Like |Link to Comment
  • New Math: Does The Age/Asset Allocation Rule Need An Update? [View article]
    The asset allocation rule of thumb did not take into account the Fed purposely distorting the cost of money (bond yields).

    I am 70 and invested 85% in dividend paying equities and 15% in cash.
    Jun 27, 2015. 09:47 AM | 9 Likes Like |Link to Comment
  • Looking Beyond The Obvious: Critical Thinking And Investment Decisions (Part 1) [View article]
    Dave, in my mind, what you've written is not only an illustration of survivorship bias, but a case for why "buy and forget" is a grievous error. It should always be "buy and monitor". Pacific Mail did not implode overnight.

    Without a time machine, survivorship bias is unavoidable. The key is to worry about investment capital survival and that requires monitoring.
    Jun 26, 2015. 10:26 PM | 17 Likes Like |Link to Comment
  • Sprint's Claure tops pay for U.S. telecom CEOs [View news story]
    Positively shameful.
    Jun 26, 2015. 06:08 PM | 2 Likes Like |Link to Comment
  • Is HCP The REIT Buy Of The Year? [View article]
    Insightful article on HCP Brad. I am long HCP so this article is timely for me.

    I must however question the timing on HCP's $750 million "at the market" offering. The timing looks pretty bad, given the current stock price. It also makes me question just what their idea of "share holder friendly" means.

    Long HCP.
    Jun 26, 2015. 11:01 AM | 2 Likes Like |Link to Comment
  • HCP launches $750M "at-the-market" offering [View news story]
    Exactly. Looks like very poor timing.
    Jun 26, 2015. 10:48 AM | 2 Likes Like |Link to Comment
  • McNerney set to receive mega pension [View news story]
    [SARCASM]
    Poor man, that means his Social Security check will be fully taxed.
    [/SARCASM]
    Jun 26, 2015. 10:45 AM | 1 Like Like |Link to Comment
COMMENTS STATS
2,777 Comments
4,858 Likes