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Little Dude

Little Dude
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  • 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
  • Coca-Cola's Anemic Growth Outlook Means That The Stock Is Still Overvalued [View article]
    I'd be wary of any valuation technique that suggests KO should be priced at a PE of less than 10. But given your target price, KO would be "overvalued" by more than 100%.
    Oct 30, 2014. 03:25 PM | Likes Like |Link to Comment
  • Should You Buy Whole Foods Before Its Q4 Earnings Release? [View article]
    I don't know that their moat, to the extent they ever had one, has diminished much (its pretty tough for any retailer to have a moat, in my opinion). Competition may be increasing, but its having the effect of diluting the power of any one competitor of Whole Foods. Whole Foods is still clearly the leader in a still growing market.
    Oct 28, 2014. 03:34 PM | Likes Like |Link to Comment
  • The Case For McDonald's Potential Acquisition Of Chipotle: If You Can't Beat Them..Buy Them [View article]
    I agree, excpet I'd flip the MCD and CMG references in your last sentence. While things do change over time, fads come and go, and MCD has weathered many a fad in the past 60 years. McDonalds problems are very fixable - this isn't the first time they've faced competition / declining sales. And I still don't undrstand what's so "healthy" about eating a 1500+ calorie burrito filled with sour cream
    Oct 24, 2014. 11:48 AM | 15 Likes Like |Link to Comment
  • Kellogg Is A True Dividend Champion And Very Cheap [View article]
    The "cereal is unhealthy" argument doesn't quite make sense to me. First, why cereal? What about sugary, salty, fatty, calorie and/or cholesterol laden coffee based beverages, snacks, or burritos? I know of some companies who produce and sell these products that have done quite well. Second, some cereal is quite healthy -there are more choices than just Apple Jacks. Third, cereal can probably be made even more healthy than it currently is, perhaps more easily than, say, making french fries more healthy. Fourth, cereal is probably the cheapest breakfast food per serving and about the easiest and most convenient to prepare.

    So until I see more logical reasons as to why cereal is in a permanent decline, I'll believe it is a temporary situation that advertising and innovating (among other things) will reverse. I've often found that when a stock is performing poorly due to things that "don't make sense" to me, it represents an opportunity to make some money. Long K.
    Oct 10, 2014. 01:38 PM | 8 Likes Like |Link to Comment
  • Is Walgreen Back On The Right Track? [View article]
    Um, how is a sale of 9,000 personally held shares going to reduce earnings per share?
    Oct 10, 2014. 08:44 AM | 3 Likes Like |Link to Comment
  • Downgrade weighs on Kellogg [View news story]
    Compared to what, a grease and fat-filled breakfast-sandwich offering from a fast food restaurant? The right cereal can provide an excellent source of grains at less than a buck a serving, and it takes about 20 seconds to pour the cereal and milk into a bowl. Convenient, cheap, and healthy!
    Sep 30, 2014. 11:33 AM | 3 Likes Like |Link to Comment
  • Kellogg Or General Mills For Your Retirement Portfolio? [View article]
    I still don't buy this "long-term secular decline" in cereals, especially when I read articles that state that people are turning to "healthier" options like breakfast sandwiches - what makes sandwiches necessarily "healthier" than cereal, especially if they contain salty, fatty meat

    Tastes change, demographics change, but people have been eating cereal grains for years. Healthy? Look at the ingredients and nutritional information and comapre to other "Breakfast" options. Convenience? Whats more convenient, waiting 10 minutes in the drive through line or pouring ceareal and milk into a bowl?

    Certainly the numbers don't lie and the numbers in this category are currently decreasing, but the explanations don't make sense. A little innovation and advertising/educating could go a long way to getting things back on track.
    Sep 18, 2014. 08:55 AM | 3 Likes Like |Link to Comment
  • (Un)Happiness At McDonald's? Outlook Not So Tasty In 2014 [View article]
    Any business that is getting pummeled so much must really have something going for it, doncha think? Nobody bothers to beat on the little guys.

    McDonald's, Microsoft, the Yankees, the USA - everybody hates a winner!
    Sep 4, 2014. 04:06 PM | 2 Likes Like |Link to Comment
  • (Un)Happiness At McDonald's? Outlook Not So Tasty In 2014 [View article]
    Yet another article pointing out that McDonalds faces higher costs, competition, and changing customer tastes. As if this is something new, instead of challenges that McDonald's has continually and successfully met (at least so far) throughout its existence.

    What I'd like to see is an artcle that looks at the value of McDonald's land holdings on its balance sheet compared to the current market value.
    Sep 4, 2014. 11:25 AM | 7 Likes Like |Link to Comment
  • McDonald's Shares A Buy On Dividend Growth And Not Much Else [View article]
    And as long as their locations are convenient. I wonder how many times people say "Oh, lets just grab something at Mickey D's" because its quick and on the way to where they're going.
    Sep 2, 2014. 03:04 PM | 3 Likes Like |Link to Comment
  • Coca-Cola: Buy For Yield, Stay For Growth [View article]
    Monster Buy - desperation or shrewd move to position the company for the future? I think its the latter, as Coke moves from selling carbonated soft drinks to selling non-alcoholic beverages in general. After all, if people don't want to drink CSDs, they're still gonna want to drink something. And Coke with its marketing might and distribution channels will be there to sell it to them.
    Aug 22, 2014. 03:45 PM | 1 Like Like |Link to Comment
  • McDonald's: China Supplier Concern Is An Opportunity [View article]
    "(Ever notice how in a string of local fast food sites, MCD always seems to have the best location?)" And McDonalds probably owns the land, carried on its books at cost, but maybe worth just a teensy little bit more than that.
    Aug 18, 2014. 11:58 AM | 1 Like Like |Link to Comment