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  • Wall Street Breakfast: Must-Know News [View article]
    Likewise fair enuf... and the prefs changed over time didn't they? But the abortion funding issue was one hot button, along with domestic partner coverage, as I recall. Think I'll pick up some more healthcare stocks today...! Any thoughts on IBB?
    Feb 21, 2014. 12:51 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    It was definitely a "sausage-making" process, but I do not view the Repubs as either walking away or obstructing - they fought for their preferences and lost by a close vote in both the Senate (their plan) and the House. The Dems won. However, IMO, what would have served the country best was to continue the sparring until a better result was achieved. IMO, the country has been "gifted" with a law and procedures that are too complex for its citizens, too costly for those whom it was supposed to help, and still leaves millions without healthcare as a result.
    Feb 21, 2014. 12:19 PM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Agree with what you say except for the Repubs refusing to debate it (??!!), and your "logic" that the Repubs are incapable of providing a plan to cover the sick who need healthcare b/c it is unprofitable. Are you saying that only the Dems were capable of coming up with a profit-oriented plan (which btw is the ACA.) What about all those prior Repub plans (all the way back to Nixon's admin)? My point is that, had there been public debate, we might have wound up with a law much fairer to those on the lower end of the income spectrum.
    Feb 21, 2014. 11:26 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    You can say the ACA is wonderful because it addressed the pre-existing condition problem, but so much else that could have been addressed was left out to satisfy the companies that helped write it, and the egos of those who rammed it through. The state rates vary widely, the deductibles are unaffordable for so many (lower-income young people in particular have said they'll go without coverage and pay the fine for as long as they can), and a host of other issues that could have been addressed if open debate had taken place, show it to be a mockery of our legislative process. The other wonderful package called COBRA is/was another hardship for those on the lower end of the earnings spectrum. After it has been milked for all its political worth, the ACA will eventually have to be modified extensively, or thrown out in favor of single-payer, which may have been the real goal of those who wrote it.
    Feb 21, 2014. 09:55 AM | 7 Likes Like |Link to Comment
  • Look Out Below! These Telecoms Are Going Lower [View article]
    "Law of Bill & Andy" also known as "INTC giveth.. MSFT taketh away!" Disclosure: long T and not worried. I don't think you've made a case for "dramatic consolidation" occurring... and why hasn't it happened yet?
    Feb 18, 2014. 09:13 AM | 3 Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Visa Inc. [View article]
    BC, thank you for your analysis. As one who is still learning while doing investing, I appreciate your writing. IMO, fewer comments result because your writing is complete and does not cause one to ask any further questions.
    Feb 18, 2014. 07:34 AM | 1 Like Like |Link to Comment
  • The Long Case For The Coca-Cola Company [View article]
    Well done. Clearly, for such exemplary companies as KO, Mr Market does not average the various models to come up with a price. Div Growth consistency has value over the long term. Disclosure: Long KO.
    Feb 18, 2014. 07:08 AM | 3 Likes Like |Link to Comment
  • Disappointing guidance hits HCP [View news story]
    After re-evaluation, this dog thinks its a tasty dividend growth bone worth nibbling on again, and I will buy more at 35.50 if it gets there too.
    Feb 11, 2014. 01:08 PM | Likes Like |Link to Comment
  • Disappointing guidance hits HCP [View news story]
    Buy on this dip!
    Feb 11, 2014. 10:43 AM | Likes Like |Link to Comment
  • Now Everything Is Crystal Clear [View article]
    "When you think you are seeing things most clearly is when you should begin having doubts."
    >A nugget worth remembering!
    >You could say that about the pundits too, i.e., "when they are seeing things most clearly, you should be having doubts."
    >Reminds me of the characters in "Dumb&Dumber" who knew so much that just wasn't true - but are definitely self-assured regardless!
    >Thanks for writing... I look forward to reading your gems each week!
    Feb 9, 2014. 11:48 AM | Likes Like |Link to Comment
  • Coach: 2 Opposed Ideas [View article]
    Spot-on assessment in my wife's opinion!
    Feb 4, 2014. 08:26 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Because, right or wrong, State Dept has a say in cross-border matters.
    Jan 31, 2014. 09:02 AM | 4 Likes Like |Link to Comment
  • The Fed Saga Will Continue, But Annaly Capital Could See An 18% Increase [View article]
    Well, they said they'd taper another 10 big ones. So, after the dust settles, will Mr Market decide the Fed is wise and thus the economy is improving, or the Fed is clueless and the economy is tanking? I suspect "clueless" for a day (so today or tomorrow is a reasonable time to get some NLY, DX, MFA, etc. as the prices malinger) and then "wise." 401k money will be coming into the market soon too. Just my 2 cents. Picked up some WSR & T today too.
    Jan 29, 2014. 03:40 PM | Likes Like |Link to Comment
  • Coca-Cola Yields 3% And Everyone Should Know It [View article]
    I use "Initial YOC" - what it was at the time of purchase. Yield at Purchase is likewise self-explanatory to me. I view it as "what I expect to receive" for the ensuing year and I do record it at time of purchase and then check it against the dividend announcements.
    Jan 25, 2014. 03:49 PM | Likes Like |Link to Comment
  • Ford unveils new F-150, built mostly with aluminum: Will customers approve? [View news story]
    ...wish I still had my '59 Austin Healey BN4 100/6 with aluminum body panels!
    Jan 14, 2014. 01:03 AM | Likes Like |Link to Comment