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  • Starbucks' Record First Quarter Earnings Has Sent Its Shares Higher - Should You Be A Long-Term Buyer? [View article]
    Absolutely a great article. Just one small question. Are you sure they have 4,858 stores in China??? I thought the number was considerably smaller than that. Hope to hear back from you. Iam long SBUX and have been for over a year now.
    Jan 23, 2015. 11:57 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: The Bullish Thesis Is Reaffirmed [View article]
    At this juncture it would be very hard to bet against KMI. Iam very long and will be for atleast 5 years.
    Jan 12, 2015. 08:11 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan Named Best Dividend Growth Energy Stock For 2015 [View article]
    Iam very long "KMI" in a big way. But I also try to think out of the box as well. With that said does anyone know just how fast KMI plans on paying down the 27 Billion in debt????? Also remember when the whole world is "Ga-Ga" over something its then time to be somewhat cautious. Like I said Iam very long and feel good about the story but it does pay to always look at the other side of a story as well.
    Jan 11, 2015. 10:27 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan: Is The Stock About To Take A Nosedive? [View article]
    All these experts about KMI and not one person answered my question including the writer.
    Jan 8, 2015. 12:53 PM | Likes Like |Link to Comment
  • Kinder Morgan: Is The Stock About To Take A Nosedive? [View article]
    David; Nice article. Can anyone tell me in dollars and cents just how much KMI does Rich Kinder actually own??? My calculator doesn't go that high. Iam long KMI and will be thru 2020. No reason whatsoever to sell now.
    Jan 8, 2015. 08:48 AM | 1 Like Like |Link to Comment
  • Visa Inc.: Why It Should Be In Your Portfolio [View article]
    Thank You for the nice article. Iam long both "V" and "MA" and will be for another decade or so.
    Jan 5, 2015. 08:32 AM | Likes Like |Link to Comment
  • Why I Will Continue To Hold Starbucks Shares Until 2045 (At Least) [View article]
    I got a kick out of your title of 2045. Iam very long SBUX and probably will be for the next decade. But 2045????
    Jan 1, 2015. 02:56 PM | 1 Like Like |Link to Comment
  • MasterCard: The Direct Beneficiary Of Global Retail Sales Growth [View article]
    Sure hope you are wrong on the $3.88 and $3.66 as thats only a 6% increase in earnings. Also hope you are wrong on the nickel for China. No one and I do mean no one knows the true details of the China entry and how its exactly going to work but it could be very meaningful if China really lets "MA" and "V" in as plannned. Iam very long "MA" and "V" and will continue to do so for another decade.
    Jan 1, 2015. 02:53 PM | Likes Like |Link to Comment
  • The Insider Sales Brief: Palo Alto Networks [View article]
    That "PE" reminds me an awful lot of the spring of 2000 right before the tech stocks all sold off in a huge way. Go back and look up a chart on "JDSU". Back in 2000 it was the "Darling of the Tech World". It also had an "Insane PE" just like Palo Alto does today. I wouldn't touch this thing with a 20 foot pole. By the way JDSU fell about 90% when the bubble finally burst. Remember old W C Fields??? " A fool and his money are soon parted".
    Jan 1, 2015. 09:23 AM | Likes Like |Link to Comment
  • My 2015 Stock Picks And Big Trends [View article]
    How exactly does "ILMN" make their money??? The reason I ask is there is a company called "23&Me" that I contacted and they were stopped by the FDA from selling DNA to the public. Can you explain the difference between the two companys and what exactly "ILMN" does to make their money??? Thank You. Very interesting article. I will admit that most of the names on your list Iam not really familiar with. I did look into Palo Alto a while back and felt that their PE was similiar to JDSU back in 2000 right before it took a tumble of some 85%. These companys that have the extremely high PE's can really fall a long ways if they should miss their estimates.
    Jan 1, 2015. 09:13 AM | Likes Like |Link to Comment
  • Visa: Owning The Toll Booth [View article]
    Very nice well written article. Thank You.
    Dec 29, 2014. 10:15 AM | Likes Like |Link to Comment
  • Visa Or MasterCard For Your Retirement Portfolio? [View article]
    I have been investing for well over 43 years now. Both "V" and "MA" are NOT great dividend stocks. Your talking about comparing a yield of 0.5% vs 0.6%. Give me a break please. But on the other hand what they both really represent is "Great Growth Stories" for the forseeable future. Probably the next decade or even longer. Iam very long both in a very large way. If you think about it logically they are as close as you can come to what I call "No Brainer Stocks". Just about everybody and his brothers 2nd cousin have either a Visa card or a Mastercard in their wallet or purse. I know they have competition but I really don't see anyone replacing them anytime soon. They would also be excellent stocks for the kids in your family. Probably two of the greatest companys on the planet. But if you are looking for great dividends you need to look at something like a "KMI".
    Dec 28, 2014. 09:52 AM | 4 Likes Like |Link to Comment
  • Don't Worry About Missing The Bottom [View article]
    Are you sure that 38 Billion figure is correct???? What is your source????
    Dec 26, 2014. 08:30 AM | Likes Like |Link to Comment
  • Kinder Morgan Inc.: The Exxon Of Pipelines [View article]
    Casey; Really nice well written and informative article. Thank You. Iam long KMI and will be for the next 5 to 6 years.
    Dec 23, 2014. 02:50 PM | 1 Like Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Mastercard Inc. [View article]
    Good luck with that idea. You may be waiting a very long time.
    Dec 23, 2014. 08:47 AM | Likes Like |Link to Comment