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Little Dude

Little Dude
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  • Fast Casual Not McDonald's Only Problem [View article]
    I keep reading that they have to reduce the size of the menu, but it seems to me that what they really need to do is "simplify" the menu. That doesn't necessarily mean fewer choices (and giving the customer as many options as possible is always bettter), but having items that are easier to prepare more quickly. In other words, offering 20 items that each take a minute to prepare is better than offering 5 items that take an avg of 3 minutes to prepare.

    They also need to allow people in drive thru lanes to make their choices before they get to the speaker - too much time is wasted by people takinng 5 minutes to decide what they want.
    Jan 29, 2015. 10:55 AM | 2 Likes Like |Link to Comment
  • McDonald's: Saying Goodbye To CEO Don Thompson [View article]
    What I always wondered is why I can't see a menu in the drive-thru lane until I get up to the speaker to make my order. Why not have a few menu signs along the drive-thru lane before the speaker? Too often people get to the speaker, hem and haw for 2 minutes looking at the menu, finally make a selection, then change their minds - a process that could take 30 seconds winds up taking 5 minutes.
    Jan 29, 2015. 08:41 AM | 4 Likes Like |Link to Comment
  • eBay: A No-Brainer [View article]
    In business and sports, everyone hates a winner.
    Jan 23, 2015. 10:22 AM | Likes Like |Link to Comment
  • McDonald's: A 20 Year Shooting Star On The Wane [View article]
    The younger generation loves McDonald's. Those little kids are always begging their parents to take them to McDonalds to get a Happy Meal!
    Jan 8, 2015. 03:36 PM | 2 Likes Like |Link to Comment
  • McDonald's: A 20 Year Shooting Star On The Wane [View article]
    Who's "we"? Some people want fresh, juicy burgers hot off the grill and are willing to pay for that. Other people want something cheap and quick. McDonalds only problem is that they keep thinking that they have to be something they're not. They aren't 5 Guys, or Chipotle anymore than they're Spago. There is a demand for their product (cheap quick food) and once they get back to their core (they always stray but they always return), the business will continue on its upward trajectory. Also, still big foreign opportunities.
    Jan 8, 2015. 03:34 PM | 4 Likes Like |Link to Comment
  • I'm Not Buying Starbucks At These Prices [View article]
    "I also do not believe in initiating any new positions in stocks when the S&P 500 is near an all time high" - that's what I said in late 1985 when the S & P 500 first crossed the ridiculous 200 level - I figure if I wait long enough it'll get back to that level.
    Jan 5, 2015. 01:55 PM | 2 Likes Like |Link to Comment
  • McDonald's Nears 52-Week Low: How Overpriced Chicken And Millennials Are To Blame [View article]
    Well, that would be like saying that 2+2=4, right? I mean, anyone who doesn't accept as fact that anything sold at Chipotle is automatically healthier than anything sold at McDonalds obviously hasn't had that "truth" shoved in their face enough times yet. Just in case there are still some misunderstandings:

    1) Everything sold at Chipotle is healthier than anything sold at McDonalds. The 1500 calorie burritos? Healthier than a Mc Donalds salad.

    2) Everyone has decided to eat only healthy foods from now on. At all times.

    3) McDonalds has never faced competiton before. Ever.

    4) 21 year olds will always do and like what they're doing and liking now. Forever.

    5) Due to points 1-4, McDonalds will go bankrupt next week, and the property they own will become worthless. Meanwhile, CMG's PE ratio will increase at an exponential rate forever.

    Authors of SA articles bashing MCD may feel free to use any / all of the above to support their theses.
    Dec 19, 2014. 03:59 PM | 28 Likes Like |Link to Comment
  • McDonald's Can Come Back [View article]
    But how has the degree to which McDonald's food is healthy diminished? And are you suggesting that the key to successful investing is to study the lyrics of Dire Stratis' frontman???
    Dec 10, 2014. 10:51 AM | 2 Likes Like |Link to Comment
  • McDonald's Can Come Back [View article]
    "Its name, which once stood for quick, healthy food, has been replaced by a scary clown selling unhealthy, mass-produced, over-priced garbage."

    1) When did McDonalds stand for healthy food?

    2) How is it overpriced?

    3) The clown has been around for 50 years, what has that got to do with anything?
    Dec 10, 2014. 10:17 AM | 5 Likes Like |Link to Comment
  • Update: McDonald's Same-Stores Go From Bad To Much Worse [View article]
    McDonalds isn't trying to savory, great food any more than Next in Chicago is trying to sell low cost food conveniently (nor should it be). McDonalds focus should be on selling the best food choices they can subject to providing top notch convenience and value - leave selling a great dining experience to other restaurants.
    Dec 8, 2014. 03:07 PM | 2 Likes Like |Link to Comment
  • Ecolab declares $0.33 dividend [View news story]
    Even with this increase, Ecolab will most likely pay out less than 30% of earnings in 2015 - low yield but lots of room to grow the dividend.
    Dec 5, 2014. 09:10 AM | Likes Like |Link to Comment
  • Stocks For The Long-Run: Walgreen Co. [View article]
    My largest holding is SBUX, and my second largest is WAG. Let's see if we agree on #3 :)
    Nov 29, 2014. 09:50 PM | Likes Like |Link to Comment
  • Apple's iPhone User Population To Grow Robustly In Q4 [View article]
    Yeah, but he's still not as bad as David Trainer, who wrote in at least 2 articles that were posted on SA in 2013-2014 that Apple was worth only $240 per share (and that was pre-split)
    Nov 14, 2014. 12:00 PM | 5 Likes Like |Link to Comment
  • Whole Foods Market Is Rallying Following Its Q4 Earnings Release, Should You Be A Buyer? [View article]
    I'd always invest in the brand that has the most resonance with consumers. People talk about shopping at Whole Foods and proudly display their Whole Foods bags as they walk to work. People don't talk about eating UNFI food.
    Nov 6, 2014. 08:21 AM | 1 Like Like |Link to Comment
  • Whole Foods Market Is Rallying Following Its Q4 Earnings Release, Should You Be A Buyer? [View article]
    Nice! Literally LOL'ing at that one!
    Nov 6, 2014. 08:19 AM | 2 Likes Like |Link to Comment