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MintyFresh32

MintyFresh32
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  • McDonald's: A Disappointing Dividend Increase [View article]
    Nice article, and I agree -- I'd love to see $90 again for MCD. It would take a serious drop for me to grab shares with new money. My full thoughts about the MCD raise are here: http://bit.ly/1bseLmU. But in short, I think that the raise itself is not nearly as bad as the 5 percent that the headlines are focusing on, but it certainly looks like MCD's dividend growth rate is on the decline for the next year or two.
    Sep 19, 2013. 12:39 PM | Likes Like |Link to Comment
  • McDonald's declares $0.81/share quarterly dividend [View news story]
    Full thoughts about the MCD raise here: http://bit.ly/1bseLmU. In short, the raise itself is not nearly as bad as the 5 percent that the headlines are focusing on, but it certainly looks like MCD's dividend growth rate is on the decline
    Sep 18, 2013. 10:29 PM | 1 Like Like |Link to Comment
  • These 3 Retailers Won't Make It To 2020 [View article]
    I'd add BKS to the list. May take a while to fold, but I just don't see long-term survival.
    Sep 13, 2013. 03:00 PM | 1 Like Like |Link to Comment
  • Is Target Corporation A Good Investment? [View article]
    Nice write-up. I agree with your conclusions generally. I've got a full discussion of why TGT is a great dividend growth choice here: http://bit.ly/1dkafIx. You are absolutely right that it may take a while for the company to be appreciated again (as reflected in a surging share price), but that makes this a good time to build a position at good prices, especially after the recent earnings disappointment.
    Aug 26, 2013. 03:54 PM | Likes Like |Link to Comment
  • Relative Expected Value Analysis Suggests McDonald's Stock Could Be 47% Undervalued [View article]
    "I said as much"

    Not really. You said "it is tough to expect a repeat performance," but then that is exactly what you do in your analysis.
    Aug 23, 2013. 12:57 PM | 3 Likes Like |Link to Comment
  • Relative Expected Value Analysis Suggests McDonald's Stock Could Be 47% Undervalued [View article]
    It is ridiculous to assume that MCD will be able to grow its dividend by over 22 percent annually for the next decade.
    Aug 23, 2013. 12:28 PM | 3 Likes Like |Link to Comment
  • These Higher-Yielding Investments Could Be Spring-Loaded With Upside [View article]
    Stopped reading at: "Another potential downside risk is that regulations are making it harder for smokers to light up in the United States and this could lead to reduced consumption."

    PM does not sell in the U.S. That's MO.
    Aug 22, 2013. 09:59 PM | Likes Like |Link to Comment
  • 5 Tobacco Stocks For Retirement Dividend Income [View article]
    I've never regretted buying a tobacco stock, and believe that it is (almost) always a "good time to add more." And don't forget that Altria is announcing its next dividend tomorrow (8/23), which should include the annual raise. We're taking predictions about how big the raise will be over here: http://bit.ly/176UCyN
    Aug 22, 2013. 04:38 PM | 1 Like Like |Link to Comment
  • Intel: Always Read Between The Lines [View article]
    Look, I hope all of you are right, because I've got a pretty big long position in INTC (at an average price of just over $19.00). But I've never been more worried about this position than now.
    Aug 20, 2013. 10:16 AM | 1 Like Like |Link to Comment
  • Intel: Always Read Between The Lines [View article]
    Maybe I am ignorant, but what is starting to loom most for me as negative for INTC long-term is the idea that we truly, finally, are reaching the point where, for most personal applications, we do not need better or faster processors. Lower power, sure. But truly, soon, won't most every processor from any company be fast enough and low power enough to meet or exceed most all consumer demands? And at that point won't the Intel premium be nearly worthless?
    Aug 20, 2013. 09:08 AM | 1 Like Like |Link to Comment
  • Target Corporation - A High Growth, Attractively Valued Dividend Champion [View article]
    I agree Target looks like a great dividend growth stock. My full thoughts on TGT are here: http://bit.ly/13y3PMx. But the short version is that they are doing great on all of the major DG metrics, with the exception, recently, of earnings growth. The low payout ratio gives them plenty of wiggle room however to get earnings moving in the right direction again. Which I think they will for several of the reasons mentioned in the article above (store refreshes, expansion outside of U.S., credit card, etc.), not to mention my general bullishness on the economy.

    As to TGT versus WMT, well, I know one shouldn't invest by anecdote, but have you actually BEEN to a WMT lately? The ones near me are messy, dated, and dreary. I actually find it depressing to go into them. On the other hand, the Target stores around me are clean and recently renovated, and have that happy upscale feeling to them. WMT as a stock may have ruled the last decade, but I'll take my chances with TGT.
    Aug 13, 2013. 02:36 PM | 5 Likes Like |Link to Comment
  • Challenging A Dividend Growth Investing Myth With A Hybrid Portfolio Of Stocks And ETFs [View article]
    Blasphemy!


    (just kidding :-))
    Aug 6, 2013. 09:48 AM | 4 Likes Like |Link to Comment
  • Intel's Dividend Disappointment: Don't Panic - Yet [View article]
    I truly wanted to be comforted by this article, but I also was not. My fully developed response is here: http://bit.ly/13xwHYH. But the short version is that I am an INTC shareholder and I would not have seen a small Q3 raise as "desperate." I would have seen it as responsible and reassuring. Management must already have a pretty good idea of what Q3 and Q4 are going to look like -- indeed, they have guided lower. So I can't get comfortable that we should just sit back and wait and see what Q3 and Q4 are going to bring. More than ever, I am considering paring back my INTC allocation. This would not be a panic sell, but rather just removing some risk.

    Thanks as always for the thoughtful work, Ashraf.
    Aug 4, 2013. 09:18 AM | 11 Likes Like |Link to Comment
  • Intel: This Is Your Last Chance To Buy [View article]
    You make a fair point, AdamRugg, but they have done the raise in Q3 in the past couple of years and this really does not seem like the right time to mess with shareholder expectations.
    Aug 2, 2013. 12:01 PM | 1 Like Like |Link to Comment
  • Intel: This Is Your Last Chance To Buy [View article]
    Ashraf -- I am long INTC and it is one of my largest holdings. And I've stayed a true believer through all the turmoil, and I've hung in there and have been heartened by your cheer-leading all this time. Now you tell us not to worry about the downward guidance without so much as mentioning what appears to be the scariest signal of all -- the apparent dividend freeze. Failing to raise the dividend on schedule, especially given INTC's reasonable payout ratio, is far more scary to me than the earnings guidance. You might argue that it is merely a conservative and safe position for them to take through this period, but it signals to me very little confidence that earnings will be back on track any time soon. I'm not selling, yet, but for the first time ever I am questioning my INTC allocation.
    Aug 2, 2013. 10:37 AM | 17 Likes Like |Link to Comment
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