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  • McDonald's Has A Cultural Clash And May Soon Get Help In Solving It [View article]
    I live in Montreal and two minutes from my office there is a large McDonalds and a large Tim Hortons. I frequent both alternatively in the morning as they both offer very similar morning products. Sometimes I do the drive through and sometimes I go into the store. The drive through lines are about the same at both, with a slight edge to Tim Hortons regarding the number of cars at any one time. Inside the store is quite different. McDonalds has 1/3 the cusotmers and we have to wait a long time to get our order (more than 5 mins) after placing the order. At Tim Hortons, the wait is less than two minutes and each order is prepared a la minute. This has been going on for more than two years and nothing has been done to correct this.
    Jan 10 10:40 AM | 3 Likes Like |Link to Comment
  • Apple Mac Worldwide Surges, Almost Takes Fifth Place [View article]
    The fact that they are now paying a nice dividend makes investors a lot more patient.
    Jan 10 03:55 PM | 2 Likes Like |Link to Comment
  • Brand Revival: London's Financial Times Coos Over BlackBerry's Z10 [View article]
    Just saying. Blackberry is advertising with Financial Times big time!
    Mar 5 12:19 PM | 2 Likes Like |Link to Comment
  • Is It Time To Wake Up And Smell Burger King's New Coffee? [View article]
    Next to my office there is a Tim Hortons right next to a McDonalds. In the morning there is a huge lineup at Tim Hortons, both in the restaurant and in the drive in line. There is no line at all at McDonalds and even with no line, you still have to wait for your breakfast after you place your order. Plus Timmy's is cheaper and better for Breakfast and now their lunch offerings are growing. Great Tuscan chicken panini!
    Sep 16 09:05 AM | 1 Like Like |Link to Comment
  • 4 Steps To Disaster-Proof Your Dividend Portfolio [View article]
    Hi Picolomini,

    I can offer you a great idea for a non-US company. If you have access to the Hong Kong stock market, look at Power Assets (0006). Very steady company. Check it out
    May 27 09:46 PM | Likes Like |Link to Comment
  • My K.I.S.S. Portfolio May 2013 Update [View article]
    Your general approach is good. However, I think that you are holding too many stocks. I would reduce the number of stocks by half. It's time consuming to be following all these stocks so that you don't get blindsided by a company-specific problem or opportunity. I also think that you have too much invested in NLY. Though it is a great yield, there is a lot of risk in that high a yield and if I were you, I would bring it down to about half the amount. If you want to hold so many stocks, then it makes more sense, I think, to hold the whole market through ETFs. Happy Investing
    May 13 11:21 PM | Likes Like |Link to Comment
  • The Pain Of Lower Gold Prices: Barrick To Sell Assets [View article]
    as they say, fear drives the market. I love to wait for these special situations in order to make money. ABX is a very solid company that is facing some short-med term issues that have driven their share price into the ground. All objective analysis (not emotional) makes it clear that their stock price is worth way more than what it is right now. Time to buy LEAP calls. This is exactly what I did with RIM last year just about at the same time and by the end of 2012, made a very nice bit of change.
    May 8 10:32 AM | Likes Like |Link to Comment
  • Why Value Investors Are Going To Cash [View article]

    I'm like you. I'm taking profits and investing in low P/E, low pay-out, dividend blue chip stocks. I feel that we still have 3-4 quarters of this low interest environment and 3% dividends is certainly better than cash or bonds.
    Apr 5 05:15 AM | Likes Like |Link to Comment