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  • Hershey's: China Has Me Optimistic For The Long Term [View article]
    I am also optimistic on HSY's future but absolutely unwilling to pay such a high multiple for it (similar to CL). I guess I'll continue waiting for a black swan-type event...
    Feb 25, 2015. 04:54 AM | Likes Like |Link to Comment
  • ONEOK - What Happened To The Dividend Growth? [View article]
    I too would love to add at 39 again - great assets and tons of potential if/when natural gas is exported
    Feb 25, 2015. 04:44 AM | Likes Like |Link to Comment
  • ONEOK - What Happened To The Dividend Growth? [View article]
    Some of those projects are merely being shuttered for the time being. A return to a healthier environment will restart those projects.
    Feb 24, 2015. 06:46 PM | Likes Like |Link to Comment
  • In Search Of High Yield And Growth [View article]
    Glanced over your article, few points worth mentioning. You reference WPZ's cash flow deficit - this is referenced prior to the merger. Moreover, you lump of upstream/coal mlps with midstream natural gas mlps. Although they have -exposure- to the commodity price, they are by and large 70-80% fee-based service providers. I'll delve more deeply into mwe, wlp, oks, but based off their very recent earnings releases and following I'm not sweating it.
    Feb 24, 2015. 06:19 PM | Likes Like |Link to Comment
  • Don't Over Think It, Buy Johnson & Johnson [View article]
    Absolutely right Steve. Had JNJ turned out to be just another Enron, not only would you have been out of a job was2000, but your life's savings would have disappeared as well.
    Feb 22, 2015. 06:29 PM | Likes Like |Link to Comment
  • Exxon Mobil: The Day Of Reckoning Draws Near [View article]
    That's, uh, cute. Funny thing, we ARE going to burn those fossil fuels and XOM is going to realize the revenue. So....ya...
    Feb 20, 2015. 04:33 AM | 5 Likes Like |Link to Comment
  • $5B buyback program announced by Colgate-Palmolive [View news story]
    The program is slated to last up to '4' years...let's hope there's a tank in the stock price and that's when they use it...(personally been waiting a long time to buy this stock)
    Feb 19, 2015. 10:03 PM | 1 Like Like |Link to Comment
  • Energy Transfer Partners misses on revenue [View news story]
    Their DCF is increasing while keeping their debt levels in line with stated goals. Moreover, their revenue is for the most part 80% fee based (and of course, every MLP is always trying to increase this ratio).

    Disregard that PE and evaluate this company on more appropriate metrics.

    *Haven't had a chance to see 2014's annual report yet
    Feb 19, 2015. 06:50 AM | 2 Likes Like |Link to Comment
  • Buffett ups IBM/SU/DE stakes, exits XOM/COP, enters QSR/FOXA [View news story]
    " For a guy that likes to hold stocks forever to do a 180 so quickly on a stock that looks like a relative bargain right now"

    What about XOM is a 'bargain' right now? The stock has not moved at all.

    I'm going to double down on my XOM position...when it finally starts to be priced according to its earnings...
    Feb 18, 2015. 02:02 AM | Likes Like |Link to Comment
  • Is McDonald's Back? [View article]
    "The amount of competition from other burger places, Subway, Chipotle, etc."

    Overseas, what competition do you see for McDonalds? YUM. Subway. ....Next? Domestic restaurants (the appeal of YUM/MCD is that it's NOT homegrown - people want western food)?

    None of the competition found in its North American market is overseas. China isn't even REMOTELY saturated in fast food chains. Moreover, China still has a HUGE population that has yet to enter the middle class. And lest we not forget, the prevailing western idea of 'Fast Food' does not exist in the majority of the developing world. These are hungry mouths that want nothing more than to chomp down on MCD.

    I have no skin in the game, but to completely write off MCD I think (longterm) is a bad call. Consumer tastes change like the wind - stagnating western markets can change.

    Also, while I do read a lot of people bashing MCD food...I've never actually went into a store and heard someone saying, "Man, this tastes like trash'. Comparing the taste of MCD to Chipotle is asinine. Comparing MCD to a boring, healthy home-cooked meal also makes little sense to me. I just don't understand how people think MCD tastes tastes the same way it did 15 years ago when these so-called critics were stuffing their it trendy to bash MCD food?
    Feb 16, 2015. 08:44 AM | 1 Like Like |Link to Comment
  • Is McDonald's Back? [View article]
    Ugh, 'KFC failed, MCD failed' You clearly have little knowledge on the matter. Do a little research into the 13% drop before you form your opinions
    Feb 15, 2015. 06:55 PM | 1 Like Like |Link to Comment
  • Delving Deeper Into Results At Church & Dwight [View article]
    You would think in a saturated, competitive and slow growing market (wages, population) one would want to expand internationally. Moreover, while CHD focuses on the U.S. its competitors are solidifying their brands overseas. Long term worry I guess?
    Feb 8, 2015. 10:59 PM | Likes Like |Link to Comment
  • The Next Surprising Stock To Build A Retirement Portfolio Upon At Any Age [View article]
    I was waiting for the earnings report. Now I'm waiting for the 2015 guidance coming out in March. I might be waiting for a while with the way this stock is acting.
    Feb 5, 2015. 12:30 AM | Likes Like |Link to Comment
  • Dividend Aristocrat Chevron And I Have Parted Company - Here's Why [View article]
    Taking what you say at face value, oil Majors are in a very good position. If oil becomes as rare as you hint, consequently it becomes more expensive and more profitable. Moreover, if you think the 'begging' is a one-way street I think you're mistaken. As oil becomes harder and harder to find/extract, the technology and expertise required directly correlates. Oil Majors are sought exactly for this reason. You take the bear side, I'll take the bull and let's reconvene sometime later down the road.
    Feb 5, 2015. 12:07 AM | Likes Like |Link to Comment
  • Here's How McCormick Performed In FY 2014 [View article]
    Quite possibly my most favorite holding. Bought in early 2012 and it's one of the few (if not only) stocks I don't worry about heading into the future.
    Feb 4, 2015. 04:42 AM | 2 Likes Like |Link to Comment