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  • The Decline Of McDonald's [View article]
    I didn't read anything in this article that had not already been said.
    Dec 18, 2014. 06:02 PM | 2 Likes Like |Link to Comment
  • Lawsuit accuses Schorsch of ordering accounting shenanigans [View news story]
    Your analysis of the shenanigans is the best I've read.

    I would hope that ARCP schedules another investors conference and comes clean on why Kay was forced out, in a manner that corroborates McAlister's statements. This would go a long way in restoring investor confidence.
    Dec 18, 2014. 05:43 PM | 1 Like Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    You are welcome Mike.

    I look forward to seeing how the experiment evolves.
    Dec 18, 2014. 11:31 AM | Likes Like |Link to Comment
  • General Electric: You Ain't Seen Nothing Yet [View article]
    "General Electric: You Ain't Seen Nothing Yet"

    That's absolutely correct. The question is: When will we see something?
    Dec 18, 2014. 11:13 AM | 7 Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]

    "I have a big problem for not including commissions. "

    As Mike wrote in the article, the positions purchased are, roughly, $500 each. If you figure a commission of $8.00, that amounts to 1.6% in commission. Over a 17 year observation window that initial 1.6% is insignificant.

    "Are you going to ignore the tax also in the future?"

    He did say this portfolio is in his IRA.
    Dec 17, 2014. 10:30 PM | 25 Likes Like |Link to Comment
  • Dividend Growth Investing FAQ [View article]
    Good primer DVK. I am sure it will be of help to those getting started in DGI.
    Dec 17, 2014. 10:19 PM | 7 Likes Like |Link to Comment
  • Coca-Cola Misses Estimates As Management Is Scrutinized [View article]
    I agree totally with Wintergreen. Kent is “incapable of leading Coke’s turnaround and should be replaced.” Also, every board member that is in the compensation committee should also be voted out at the next proxy.
    Dec 17, 2014. 09:05 PM | 2 Likes Like |Link to Comment
  • Recent Sale: American Realty Capital Properties [View article]
    I harvested my losses in ARCP in my brokerage account to help defray the taxes on my compulsory conversion of KMP into KMI. However, I am still holding a position in ARCP in my IRA and hoping for the best.
    Dec 17, 2014. 09:02 PM | 2 Likes Like |Link to Comment
  • Amgen prices Blincyto at a premium [View news story]
    As a stock holder I am gratified at the net income this will generate. As a humanitarian, I am aghast at how drug companies rip off consumers in need of these life saving drugs.
    Dec 17, 2014. 02:36 PM | 2 Likes Like |Link to Comment
  • Santa Was Missing At General Electric's 2014 Investor Day [View article]
    "...continue to perform in a sluggish fashion ...".

    Then why does the board keep lavishing Immelt with large bonuses?
    Dec 17, 2014. 11:24 AM | 3 Likes Like |Link to Comment
  • American Realty: Schorsch Falls, AFFO Rises [View article]
    Well, it happened sooner that I predicted in my post above. Moody has just cut ARCP's credit rating to Junk status (Ba1).

    The next shoe will be the result of the audit.
    Dec 16, 2014. 09:59 PM | Likes Like |Link to Comment
  • McDonald's: Expect A Full Recovery In 2015 [View article]
    Picked this up on the newswire:

    McDonald's Japan holds the fries amid shortage

    1:31 PM 12/16/2014 - UPI
    McDonald's restaurants across Japan are taking the extreme measure of limiting customers to only small-sized french fries as the country suffers from an alarming shortage of the deep-fried dish.

    Beginning Wednesday, customers will only be able to purchase small fries with their orders at the more than 3,000 McDonald's restaurants in Japan. An ongoing labor dispute between workers and shipping lines at 29 ports on the United States West Coast has caused longer than normal overseas transit times.

    Emergency airlifts and shipments from East Coast ports couldn't stop the shortage. There's no word on how long the restriction will last, but customers are being told there is no limit on the number of small-sized fries that can be purchased at one time.

    An estimated 10,000 tons of McDonald's fries are shipped from the U.S. to Japan monthly. The slowdown began in October. This month, only 55 percent of the monthly tonnage will make it to Japan. Officials said getting the fries from a local source is not an option.

    "This is a measure we've decided to take because we might run out of fries. We apologize to customers for the inconvenience," a company official told Kyodo news service.

    Although not mentioned in the wire, I would surmise that the problem is not only in Japan, but that it would affect all MCD restaurants in Asia.
    Dec 16, 2014. 09:52 PM | Likes Like |Link to Comment
  • Kraft Foods declares $0.55 dividend [View news story]
    I love cheese.
    Dec 16, 2014. 11:21 AM | 6 Likes Like |Link to Comment
  • American Realty: Schorsch Falls, AFFO Rises [View article]
    The third shoe will drop in the next 30 days.
    Dec 16, 2014. 11:05 AM | 1 Like Like |Link to Comment
  • American Realty Capital Properties: Some Good News And Some Bad News [View article]
    There is a third shoe that will drop in the next 30 days.
    Dec 15, 2014. 09:24 PM | 6 Likes Like |Link to Comment