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  • Dunkin' Brands: Buy On The Drop? [View article]
    Nice take Kumquat. Kudos for the lighter side perspective
    Oct 5, 2015. 08:27 AM | Likes Like |Link to Comment
  • Dunkin' Brands: Buy On The Drop? [View article]
    My experience a well. More DNKNs than gas stations, pharmacies, or food stores combined. One of my favorite stops was in Arlington, the main drag. Parking for 6 cars max. Below freezing, customers leaving their cars running all along the curb on both sides of the street, some double parked. Coffee and a donut and you're otta there in a few minutes and the cop standing just inside the door held it open for you. Wicked good!

    All our best to Don Orsillo
    Oct 5, 2015. 08:22 AM | 1 Like Like |Link to Comment
  • Dunkin' Brands: Buy On The Drop? [View article]
    < The only real edge Dunkin has is their actual donuts>

    Hummm . . . is that the reason they're called Dunkin Donuts? Novel
    Oct 5, 2015. 08:09 AM | 1 Like Like |Link to Comment
  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors [View article]
    So jrpah, don't you miss the hour glass? Welcome to S/A
    Oct 5, 2015. 08:07 AM | Likes Like |Link to Comment
  • General Motors Is Crushing It, But Upside Remains [View article]
    Looks like Government Motors remains "off to a good start" post the successful bailout. In addition, they've retained the domestic production base by investing heavily in the US heartland. A classic example of our government working with private business for the good of all. Just think of how many retirees still have full pensions instead of the 2/3rds payout had the company been forced into bankruptcy. Too bad the pundants opposing the bailout were so brain dead on basic economic principals.
    Oct 4, 2015. 10:15 AM | 8 Likes Like |Link to Comment
  • Dunkin' Brands: Buy On The Drop? [View article]
    But the fundamentals were going south long before the current hurricane was even named let alone publicized and followed. As for our respective points of view, dissimilar conclusions reached via significantly different sources. It's been my experience that retail businesses in general rise and fall, live and breathe on customer sentiment. As the mutual fund guru, Peter Lynch professed in his best seller within this space, it's where the rubber hits the road. He would routinely visit retail stores gaining a touch and feel of the highly fickle retail customer.

    As for DNKN in general and their expansion plans "out west" in particular, I can cite two Boston based companies with similar dreams some years ago who ultimately failed in their expansion plans and were forced to retreat, Friendly's and Papa Gino's. While there were other extenuating circumstances and fundamentals such as management prowess, what plays in Peoria ain't necessarily gonna play in Albuquerque.
    Oct 3, 2015. 01:03 PM | Likes Like |Link to Comment
  • Consolidated Edison's Place In A Dividend Growth Portfolio [View article]
    Nice article but it would have been useful to mention at least two areas potential investors should be aware of. First, unlike most electric utilities, ED produces very little of the power it distributes. The only other I'm aware of, in that respect, is CNP (Houston). This precludes the costs and risks associated with power plant operations.

    Beyond that, a unique aspect of utilities is what prompts them to occasionally sell stock, as you cited, but for the purpose of raising capital to invest in their infrastructure. Utilities are regulated, again as you cite, but the prime revelation is their rates are set by state regulators based almost entirely upon the value of the assets deployed. Build more infrastructure, get a set percentage return on the increased value of same. It's this safety factor, in addition to near monopoly competitive position, that potential investors need to be aware of.

    Very long ED and CNP
    Oct 3, 2015. 12:18 PM | 3 Likes Like |Link to Comment
  • Boeing: Free Cash Flow Machine [View article]
    Unless I missed it, you didn't address the impact on Boeing due to the upstart Airbus Alabama production plant. Comments?
    Oct 3, 2015. 09:51 AM | Likes Like |Link to Comment
  • ZTE's Russian Growth Expectations Put On Hold [View article]
    While this article talks about Russians buying Chinese cell phones, I'd like to know if Russia produces anything for worldwide consumption other than gas and oil? Anything?
    Oct 3, 2015. 09:40 AM | Likes Like |Link to Comment
  • Apple Will Take A Long Time To Make A Full Switch To ARM... Or Intel [View article]
    Interesting article and subsequent comments. My only question is simply this . . . .
    why is AAPL still selling at the low one hundreds?
    Oct 3, 2015. 09:32 AM | Likes Like |Link to Comment
  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors [View article]
    What the author "has to say" is what's missing in the article; namely, a comparison of the iPhone 6s technology to all the rest of the pack. So, Android based units substantially out volume sell AAPL. Big deal, its always been that way. PC's numerically crushed Macs. Big deal. It's like comparing a 50's Chevy selling at a 50's price to a new BMW. Simply, performance value found no where else.
    Oct 2, 2015. 08:28 AM | 5 Likes Like |Link to Comment
  • Dunkin' Brands: Buy On The Drop? [View article]
    Wow, citing the pending hurricane seems like quite a stretch. For DNKN, it's a matter of fundamental execution at the customer level. Being from its home base and origin, been a customer for eons and have witnessed a progressive performance lag both at the store level and corporate management, especially noticeable over the last 12-16 months. From my 2-3 day per week customer perspective, seem like the further one is from Boston (Canton) the worse it gets. Too little counter service incentive towards the customer, poor oversight of franchises in that regard including facility cleanliness, and uninspiring menus. I could write a book.
    Oct 2, 2015. 08:17 AM | 1 Like Like |Link to Comment
  • AT&T's Yield Hovers Near 6% [View article]
    Recently upgraded to iPhone 6s at a local AT&T store. Drive buy it several times a week; parking lot full as was showroom. 30 month contract about what we were paying for the 4s. Yeah, I know, haven't really kept up with the technology. Bottom line . . . . . . . always good to see where the rubber hits the road. Business is good!

    Very long T; long VZ
    Oct 2, 2015. 07:57 AM | 1 Like Like |Link to Comment
  • After winning vote, Moynihan moves [View news story]
    Agree but they need to do so in a well planned manner not simply across-the-board. On balance, BAC will likely need to close a number of branch offices in this transition.
    Oct 1, 2015. 12:31 PM | Likes Like |Link to Comment
  • GE And The Export-Import Bank [View article]
    You're a classic isolationist, likely transacted little or no foreign business experience let alone ever traveled there. This is a global economy and not the time to put our heads in the proverbial sand.

    The US GDP is 70% consumer driven. Where do you think the average consumer gets the wherewithal to buy anything? It's called JOBS and today's opportunities for US workers pay less for more hours with little chance of achieving the now diminishing "middle class" status.

    Your "opinion that the US government needs to help those here and solve our problems long before we try to solve other countries problem" is merely a political sound bite. Just how do you suggest our government "solve our problems". The government IS our problem. They are totally dysfunctional and broke. At least the Export-Import Bank supports something tangible instead of the continual foreign aid give away's. Then there's your government's domestic give away's. Is it still called welfare of is that no longer politically correct?

    Your government only helps those here by giving them food stamps, unemployment, Medicaid,and an occasional chance to win the lottery.
    Oct 1, 2015. 12:21 PM | 1 Like Like |Link to Comment