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  • Wall Street Breakfast: A Very Black Friday For Chinese Stocks [View article]
    JC Penney opened at 3:00? I read about the "War on Christmas." Have they brought up the "War on Thanksgiving"? Friend of mine reports they had Thanksgiving dinner at noon because both his daughter and son-in-law are working their way up the ranks at a major retailer and had to dash off to work prior to the 6:00 rush. Drove through some small Ohio towns yesterday. Shut down completely for the holiday. Reminded me of my youth when everyone took Thanksgiving off. Kinda nice.
    Nov 27, 2015. 10:32 AM | 9 Likes Like |Link to Comment
  • My 4% Dividend Yield Portfolio: A Postmortem After One Year [View article]
    BXLT yield is low but the price is behaving nicely as it's clearly on someone's M&A radar. Long BXLT, up 20% recently so don't care about the yield.
    Nov 25, 2015. 08:41 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Investors Await A Flood Of U.S. Data [View article]
    We live in a house built in 1880 in central Columbus, Ohio, and the demand for these homes (from empty-nest Baby Boomers repatriating from the 'burbs) is quite robust. I'm tempted to sell this house and buy two starter homes as the young folks inability to purchase/aversion to purchasing homes has created some real bargains in that category.
    Nov 25, 2015. 08:35 AM | 1 Like Like |Link to Comment
  • Reuters: Shire prepping new bid for Baxalta [View news story]
    The first BXLT offer was a joke.
    Nov 24, 2015. 08:55 PM | 1 Like Like |Link to Comment
  • Kinder Morgan Has Never Been This Cheap [View article]
    Does 9.75% preferred issuance buy three years of time for management and current shareholders? Anyone looking at MSB a trust that reaps (or used to) cash from Minnesota iron ore mining. Once Jim Cramer's largest holdings. Ouch.
    Nov 24, 2015. 08:36 AM | Likes Like |Link to Comment
  • 12 Top Picks From Buffett And Others [View article]
    For the small investor, personal events can shape your investing views. When your mother goes into a nursing home, in 2010, you are suddenly thurst into the world of "health care'" and, gulp, health care finance. (You also have a lot of time, sitting in her room, to read and do research.) Slowly you start with TRowe Price Health/Sci, IBB, XLV, AMGN, VTR, etc. and .... lo and behold. You can also, when the Congress announces a "sequester" process will cut defense appropriations, put on your thinking cap of 60+ years and say: Our government will never cut defense spending, hello, GD and LMT.

    Nov 24, 2015. 08:30 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Pfizer, Allergan To Form World's Largest Drugmaker [View article]
    While, lord knows, we differ on many topics, it speaks highly of the collective SA readership that this morning's comment section is not full of "simple as pie: just kill 'em" bromides for how to defeat ISIS. Thank you, one and all.
    Nov 23, 2015. 10:01 AM | 2 Likes Like |Link to Comment
  • Criminal Investigations Into JPMorgan Compound Our Worry For This Stock [View article]
    To channel our inner Joan Baez: "When will it end; When will it ever end?"
    Nov 23, 2015. 09:37 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Pfizer, Allergan To Form World's Largest Drugmaker [View article]
    I bought PFE in 1999 for $33 a share. Today, 16 years later, it will open at $31.84 according to the CNBC scroll. GAAP accounting sets corporate tax rate at 35% or so but that is not necessarily what they pay as companies are allowed to use different depreciation methods for audited financials and tax returns. More aggressive write-offs for tax purposes lower the IRS tab. Anyone know what they really pay? Not unlike IRS rates for individuals: Buffett's secretary v. Warren and Mitt.
    Nov 23, 2015. 09:29 AM | Likes Like |Link to Comment
  • A Developing Defense Contract Play [View article]
    JD in NJ, Glad you mentioned the drip, drip of contracts that accrue to these defense companies. Who knew until SA started sending me LMT updates? Owned GD for 90 points now but had to hold me breath to buy LMT at $190-200 and RTN at $100 which were highs at the time. They didn't stay at those levels long. Political pressure to spend on military (and eventually health care) will make those issues 1/2 on the government's plate and a big gap to whatever is priority #3.
    Nov 20, 2015. 10:11 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: U.S. To Hike, Eurozone To Ease? [View article]
    "Korea, Vietnam, Lebanon, Somalia, Afghanistan, Iraq ... Syria. All aboard!"
    Nov 20, 2015. 10:02 AM | 3 Likes Like |Link to Comment
  • Don't Underestimate General Electric And Its 3% Dividend Yield [View article]
    spdawley----Well done. The dad should get his own show out of his hammer line reading. Those are very effective, very sly commercials.
    Nov 19, 2015. 09:11 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Square, Match Group Ready For Market Debut [View article]
    Good to see people still watch PBS documentaries as they press for de-funding. " .... if they apply a liberal moral filter." As someone who reads a fair amount of history those crazy lefties on the Joint Chief of Staff are always doing that. Often, it's the Pentagon urging restraint in the face of headline-seeking politicians who wish to fight the last war and the next one too. GOP has a tendency to overplay a strong hand (see 1992 election after Bush clocked a 90% approval rating and 2012 election which somehow they managed to lose) and wouldn't be surprised to see them do it again.
    Nov 19, 2015. 08:59 AM | 3 Likes Like |Link to Comment
  • McDonald's Is My Dividend Cash Cow Turnaround [View article]
    On to $4.00/share dividend!
    Nov 18, 2015. 07:33 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: World Equities Lower As French Police Raid Terrorist Hideout [View article]
    One would think that the big banks paying billions in fines to the government would in some way shut the door on future investigations yet "new" discreet cases erupt weekly. Makes me think the government is shrewd enough to tell the banks that they won't go away and new cases will be dealt with with new fines. When does it end?
    Nov 18, 2015. 07:22 AM | 6 Likes Like |Link to Comment