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  • Update: Lockheed Martin Q3 '14 Earnings [View article]
    I'm with you Jay.
    Oct 21 10:52 PM | Likes Like |Link to Comment
  • Where's The Beef? McDonald's Poor Q3 Earnings Analyzed [View article]
    MCD is in dire need of a new CEO. Preferably one with experience.
    Oct 21 10:40 PM | Likes Like |Link to Comment
  • What Will Be The Impact Of Consolidation On KMP Unitholders? [View article]
    Doubt that it would be that soon as the material for the vote taking of the KMP and Ep unit holders and the KMR stock holders hasn't been mailed yet.
    Oct 21 10:10 PM | Likes Like |Link to Comment
  • AbbVie makes its split with Shire final [View news story]
    That could have gone into an even larger dividend increase. :-(
    Oct 20 07:09 PM | 1 Like Like |Link to Comment
  • Seadrill downgraded at Citi as oil price uncertainty increases [View news story]
    Citi could save a lot of money if they closed down their analysts shop and got a subscription to Morningstar or something like it.
    Oct 20 07:07 PM | 8 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners Is A Buy [View article]
    Here is something that was just filed with the SEC (Form S-4/A)and it stinks to high heaven. I'll just give you the pertinent bullet point.

    • KMR and KMGP have the same directors and executive officers.

    • Certain members of the KMR and KMGP boards are members of the KMI board and many executive officers of KMR and KMGP are executive officers of KMI.

    • The non-employee directors on the KMR and KMGP boards, who serve as the members of the KMGP conflicts committee, have been offered the opportunity to become members of the KMI board after the KMP merger.

    • The KMP merger agreement contains provisions that limit KMP's ability to pursue alternatives to the KMP merger and, in specified circumstances, could require KMP to pay a termination fee of $817 million to KMI.

    In short, the KMP BOD fiduciary duties are in question because they are being offered director jobs in KMI after the transaction and because some of the directors also sit in the EP, KMI and KMR board.

    They are encumbering KMP with a $817 million liability payable to KMI, if KMP seeks an alternative. Say what! KMP unit holders never asked for this KMI takeover.
    Oct 20 11:12 AM | Likes Like |Link to Comment
  • Cramer's Lightning Round - Ensco Is One Of The Worst Stocks I've Owned In My Life (10/17/14) [View article]
    Cramer is bearish on ESV until he becomes bullish on it. When he bought it it was "buy, buy, buy!"
    Oct 19 11:04 AM | 3 Likes Like |Link to Comment
  • Why I Like McDonald's Better Than Chipotle (And Yes, I Have Taste Buds) [View article]
    You are right frrizzo,

    Traveling in Europe, a lot of the public bathrooms actually require
    an "entrance fee". At MCD you can go for free and instead you can buy
    a cup of java with the entrance fee you save.
    Oct 18 07:34 PM | 1 Like Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    I know the felling Mike. I was hoping that I would finally be able to buy into several companies I would love to own (BA, MMM and ADP), but they never came down to my buy level. Had to settle for more attainable choices.
    Oct 17 09:18 PM | Likes Like |Link to Comment
  • Lockheed claims breakthrough on fusion energy project [View news story]
    The most promising fusion reaction is

    3H + 2H -> 4He + n + 17.6 MeV An energetic neutron is unavoidable.

    Aneutronic power (power without neutrons) and non-radioactive nuclear energy–uses the concept of colliding-beam fusion (CBF). One aneutronic method features the 2H + 3He reaction leading to the products 1H + 4He. However, this requires 3He as fuel and terrestrial sources of this are limited.

    In the above, the numbers before the "H" are the isotopic numbers.
    Oct 17 09:12 PM | Likes Like |Link to Comment
  • ConocoPhillips Trades At A Compelling Valuation, Yields 4.4% [View article]
    Long COP, but cheap oil may last for a while.

    The Saudis want to keep the US from bringing more oil supplies on-line by making it unprofitable (Saudi cost of production is much lower than most everyone else). The US government is not really complaining because cheap oil is good for the consumers at the pump and an election is coming. It also punishes Putin for his Ukranian incursion and helps the rest of Europe keep pressure on Putin because oil supplies are plentiful.
    Oct 17 08:50 PM | 5 Likes Like |Link to Comment
  • Why I Like McDonald's Better Than Chipotle (And Yes, I Have Taste Buds) [View article]
    Mw thinks MCD needs a new CEO.
    Oct 17 08:44 PM | 1 Like Like |Link to Comment
  • Orchids Paper Products: A 6-Point Inspection [View article]
    After the BOD gave Mr. Schoen a really extravagant package, I closed out my TIS position shortly thereafter.
    Oct 17 08:43 PM | Likes Like |Link to Comment
  • Why Clorox Is Slowly Going Private [View article]
    In 2011, there were 138 million shares outstanding. In 2014, there are 132 million shares outstanding. If they are going private, it must be at a glacially slow pace.
    Oct 17 08:27 PM | 2 Likes Like |Link to Comment
  • Don't Underestimate Kraft's Dividend [View article]
    I love cheese. Love KRFT. It's been a great holding for me.
    Oct 17 07:56 PM | Likes Like |Link to Comment