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Little Dude

Little Dude
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  • Starbucks: My Mind Says Sell But My Heart Says Hold [View article]
    I sold MCD in 1985 because it was too high, and because it obviously didn't have much more room to run - I mean McDonalds were everywhere and there was no way that the company would ever have a market cap of more than $10 billion, right? I probably put the money into Kodak or Lotus or something.
    Oct 3, 2015. 10:14 AM | 10 Likes Like |Link to Comment
  • Buy Blue Chip Stocks Before They Become Blue Chip Worthy [View article]
    True, but look how well MCD and KO have done since 1980; they weren't exactly undiscovered at that time either.

    DIS, SBUX, MA, and V probably won't be the fastest growing stocks over the next 35 years, but they have been growing their dividends at higher rates than KO, MCD, and WMT recently while providing a level of safety that many sub-$10b companies can't.
    Oct 2, 2015. 12:36 PM | 13 Likes Like |Link to Comment
  • This Is Why You're Buying Disney [View article]
    "Investors beg and beg for a pullback so they can buy stocks, only to wimp out when that opportunity finally arises." This is by far the single best sentence I've ever read in any SA article or post.
    Oct 2, 2015. 09:24 AM | 3 Likes Like |Link to Comment
  • Is It Time To Go Long Wal-Mart, Again? [View article]
    The two best types of companies in which to invest are those that are loved by their customers and those that are hated by their customers (but who keep coming back despite the hatred).

    Its those companies where the customers don't really have a strong feeeling one way or the other where you have to watch out.
    Sep 24, 2015. 02:58 PM | Likes Like |Link to Comment
  • Time Not To Take Profits In Gilead [View article]
    I guess hillary doesn't think R & D is all that important, I mean, there will probably never be any new diseases anyway, right?
    Sep 23, 2015. 10:34 AM | 6 Likes Like |Link to Comment
  • Disney Might Want To Consider Charging A Premium For The Next 'Star Wars' [View article]
    Disney should definitely charge more for opening weekend tickets. If ticket prices are the same as for other movies showing that weekend, lines will be extremely long and there will still be "ill will".

    There will be plenty of people who would be willing to pay "more" to see Star Wars on opening weekend so:

    1) if a prospective ticket buyer would be willing to pay $30 for a ticket, why should they only have to pay, say, $15 and thereby get $15 of value for free?

    2) why should a person who would be willing to pay $30 wind up not being able to get a seat because an artificially low ticket price has jacked up demand? To go to an extreme, what if a given theater sells out to only those people to whom the movie is worth $15, leaving the people to whom the movie is worth $30 going home without a ticket?

    3) Lower ticket prices will just lead to people having to wait in line earlier, which obviously is an additional cost imposition.

    4) oh yeah, um, scalpers will snap up tickets at the artificially low price and resell at the true market value...something to do with supply and demand or something.

    Finally, to all the posters who think that a company should charge prices well below the value of its product, please let me know the next time you're selling something on ebay

    Sep 7, 2015. 11:12 AM | 2 Likes Like |Link to Comment
  • McDonald's Is Quite Interesting, Right Now [View article]
    "Raising the minimum wage is a good thing" - why is it a good thing to pay high school children from upper-middle class families even more money to goof around? They're the ones benefiting most from the increase in minimum wage, not the "poor, hardworking, struggling people with 6 kids".
    Sep 6, 2015. 11:13 AM | 1 Like Like |Link to Comment
  • McDonald's Is Quite Interesting, Right Now [View article]
    "...the P/E has retracted to 22.07, which is now well below the industry average of 31.56" What is the PEG for MCD compared to the industry avg?
    Sep 6, 2015. 11:05 AM | 1 Like Like |Link to Comment
  • SodaStream: Restructuring Efforts Underway With New Flavors Coming Soon [View article]
    The bigger question to me would be, why hasn't SODA been acquired at these levels? Why wouldn't PEP, for instance, have acquired / invested in SODA in response to KO's investment in GMCR?
    Jul 28, 2015. 11:29 AM | Likes Like |Link to Comment
  • Coca-Cola Company: Overpriced With Poor Prospects [View article]
    "Drinks in general aren't that healthy" - I agree, and therefore expect people to simply stop drinking anything in the future. I mean, the human body is already 65% water, do we really need more liquid?
    Jul 17, 2015. 12:16 PM | 4 Likes Like |Link to Comment
  • 3 Reasons To Short McDonald's; We See Up To 25% Downside [View article]
    5.One of the more cluttered menus in the fast-food realm? Not as cluttered as BK or Wendy's
    Jul 15, 2015. 01:36 PM | Likes Like |Link to Comment
  • Does The Coca-Cola Company Still Have The Recipe For Out-Sized Returns? [View article]
    Healthy items to capitalize on? Like Doritos? PEP might have performed better than KO over a certain period, but its definitely not becasue they sell "healthier" products. Their snacks are worse for health than most of KO's beverage offerings.
    Jul 14, 2015. 09:18 AM | 3 Likes Like |Link to Comment
  • Coca-Cola Today Vs. 1998 [View article]
    Difference I see is that tobacco companies didn't really have anything to switch current customers over to, and people who stop smoking tobacco usually don't switch to smoking something else.

    However, if people stop drinking soda (and assuming they don't all switch to tap water), then they still need to drink something, and KO has the marketing and distribution might to address that need.

    I've heard that a decline in soda sales will kill KO because their best selling products are soda. But the only reason that soda is such a large part of KO's sales is precisely because people are still drinking them. If soda sales decline a lot more, KO will just sell more water, juice, tea, milk, etc.
    May 29, 2015. 04:01 PM | 12 Likes Like |Link to Comment
  • Whole Foods Market: Just A Grocery Store Now? [View article]
    Don't overthink it, buy it. It might go down a little more, but better to buy a little above the low than to miss getting in at a great company at a great entry point.
    May 29, 2015. 12:12 PM | 2 Likes Like |Link to Comment
  • Coca-Cola's Big Hedge Is Proving To Be Not So Great [View article]
    If consumers are becoming more "health conscious", Pepsi's snack division would negatively impact its results. Must be something else that explains Pepsi's better performance relative to KO.
    May 20, 2015. 02:14 PM | 2 Likes Like |Link to Comment