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Rudester

Rudester
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  • What Is The World's Largest Net Lease REIT Worth? [View article]
    Why oh why does SA still show a 10.6% Yield on ARCP?
    Jan 29, 2015. 10:43 AM | 1 Like Like |Link to Comment
  • Update: McDonald's CEO Is Out. Will The Customers Come In? [View article]
    Wow! What a disappointingly shallow analysis.
    Jan 29, 2015. 01:31 AM | Likes Like |Link to Comment
  • Microsoft Severely Undervalued After Earnings Dive [View article]
    I have the same question for Mr. Cao.

    By what measure is MSFT severely undervalued?

    MSFT's current P/E is 17.2 versus its 5 year average P/E of 13.5.
    MSFT's current P/S is 3.8 versus its 5 year average P/S of 3.7.
    MSFT's current Price/Cash flow is 11.0 versus its 5 year average of 9.8.

    By my reckoning, MSFT is fairly valued to slightly over. Clearly there is a disconnect somewhere and I don't think it's at my end.

    Long MSFT.
    Jan 28, 2015. 11:48 PM | 1 Like Like |Link to Comment
  • At What Point Do You Step Into The Potential McDonald's Value Trap In Search Of Yield? [View article]
    New CEO in charge. Now we have a good chance. Let the good times roll!!!

    Long MCD
    Jan 28, 2015. 05:56 PM | 3 Likes Like |Link to Comment
  • McDonald's: I'm Lovin' It... The Buying Opportunity [View article]
    At last the board has acted. Let the good times roll!!!

    Long MCD
    Jan 28, 2015. 05:55 PM | 1 Like Like |Link to Comment
  • McDonald's CEO Thompson to retire; Easterbrook named [View news story]
    Let the good times roll!!!
    Jan 28, 2015. 05:53 PM | 6 Likes Like |Link to Comment
  • Preliminary Review Of Kinder Morgan's Results For Q4 2014 [View article]
    "The sharp decline in KMI's net income per share in 4Q14 vs. 4Q13 shown in Table 2 again reflects the 41% increase in the average number of shares outstanding."

    On the other hand, all the distributable cash flow that would have gone to the KMP and El Paso unit holders, should show up in the KMI net, no?
    Jan 27, 2015. 09:20 PM | 2 Likes Like |Link to Comment
  • Schlumberger: Not The Sector Stock To Own For A Rebound [View article]
    No one ever goes wrong when buying the "best in class" at a good price.
    Jan 27, 2015. 06:21 PM | 3 Likes Like |Link to Comment
  • Interpreting Mattel's Preliminary Q4 Results And CEO Shakeup [View article]
    It's about time the board acted and got rid of Bryan Stockton. They should have acted before mid-year last year.
    Jan 27, 2015. 06:18 PM | 2 Likes Like |Link to Comment
  • Mattel has a Barbie plan [View news story]
    I'd be disappointed if Richard Dickson was brought back to plan how to restore Barbie. It would be a sign that management doesn't understand that times have changed.
    Jan 27, 2015. 10:49 AM | 1 Like Like |Link to Comment
  • Update: United Technologies - A Good Stock To Hold [View article]
    I can't wrap my head around calling UTX, with a Beta of 1.13, a defensive stock.
    Jan 27, 2015. 10:02 AM | Likes Like |Link to Comment
  • Mattel Names Christopher Sinclair as Chairman and Interim Chief Executive Officer [View article]
    Bryan Stockton should have been booted mid-summer last year.
    Jan 26, 2015. 10:52 AM | Likes Like |Link to Comment
  • Details on Mattel's guidance cut [View news story]
    MAT goes supernova.
    Jan 26, 2015. 10:48 AM | Likes Like |Link to Comment
  • AT&T Has Been Battered Lately [View article]
    I think of T as a bond, that increases its dividends every year.
    Jan 26, 2015. 10:25 AM | 3 Likes Like |Link to Comment
  • The Time To Own McDonald's Has Passed [View article]
    Yeah, 2002-2004 was an excellent period, but the credit for that performance lies squarely with Skinner, not with an incompetent Don Thompson and a board that keeps cutting him slack.

    What MCD needs direly is someone like Skinner back on the top.
    Jan 25, 2015. 12:08 PM | 2 Likes Like |Link to Comment
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