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Minutemen

Minutemen
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  • Did Disney's Stock Get Ahead Of Itself? [View article]
    Thanks for the article. I've been long DIS at $49 and would like to add more shares as I think this is a great stock to hold long-term. However, I do think the stock has gotten ahead of itself at current valuations. We've seen a bit of a pull back from the 52-week high that is line with the recent broader market retreat, but I still think the stock is a bit too expensive. I see a fair valuation of the stock at current levels around $80, but would like to see it move down a bit more before adding more shares.

    DIS is currently the 6th most shorted DOW component, which is reflective of the recent rapid rise in share price. Shares gapped up from the Feb 5 close price of 71.76 and ran to the 52-week high of 83.65 on March 7. This was most likely due to retail investors piling in on momentum and enthusiasm. There tends to be a bout of institutional selling after a retail investor run up, and with current the uncertainty in macro economic and political environments, I think a patient investor can pick up shares within the Feb 5-6 gap range of 71.76 to 75.76. That is the price range I feel would provide a greater margin of safety.

    Just my $0.02.
    Mar 14 07:52 AM | 1 Like Like |Link to Comment
  • ARCP sets spinoff of $2.2B multi-tenant shopping center unit [View news story]
    Looks like the pre-market enthusiasm didn't hold out. No worries, ARCP & ARCM are great long-term holds.
    Mar 13 09:50 AM | 3 Likes Like |Link to Comment
  • ARCP sets spinoff of $2.2B multi-tenant shopping center unit [View news story]
    According to the articles listed below, the distribution will take effect in the 2Q of 2014.

    http://bit.ly/N9GT3L
    Mar 13 09:16 AM | 2 Likes Like |Link to Comment
  • ARCP sets spinoff of $2.2B multi-tenant shopping center unit [View news story]
    Looks like I'll be owning another REIT: ARCM
    Mar 13 07:55 AM | 1 Like Like |Link to Comment
  • You Have To Know This If You Own Altria [View article]
    Don: Thanks for the link. I was not aware that Ste. Michelle was a multi-brand company. I recognize many of the names and have had several. Good to know.
    Mar 12 11:02 AM | 1 Like Like |Link to Comment
  • You Have To Know This If You Own Altria [View article]
    I love seeing people consume products I own as well. Every time I see someone smoking I always say to myself, "MO money!"

    I live in MD but go to VA a lot. I will have to pick up some of the wine. It has a good reputation, as do many VA wines.
    Mar 12 10:21 AM | 4 Likes Like |Link to Comment
  • You Have To Know This If You Own Altria [View article]
    tomlos: how was the wine?

    Long MO and considering adding more.
    Mar 12 10:10 AM | Likes Like |Link to Comment
  • Why The Fed Won't Save You From The Next Bear Market [View article]
    The Hammer: "This is not the set up for a secular bull market."

    What the heck are you talking about? We are currently in the 6th largest secular bull market since 1928. Let me ask, did you miss the boat?
    Mar 12 08:45 AM | 1 Like Like |Link to Comment
  • Why The Fed Won't Save You From The Next Bear Market [View article]
    Petrarch: Please. I'd say look at purchases of the S&P on Sep 1, 2000 and Oct 5, 2007 and the ensuing years that it would take those purchases to break even.

    That's not to say I don't dollar cost average in index funds, because I do. But for individual stock holdings, I buy stocks with a margin of safety.
    Mar 11 03:50 PM | 2 Likes Like |Link to Comment
  • Why The Fed Won't Save You From The Next Bear Market [View article]
    Gary, where are you getting your info on the role of the FED, because it is completely inaccurate. The Federal Reserve Act of 1913 granted the FED far more powers that what you described, including:

    1. Conducting the nation's monetary policy by influencing money and credit conditions in the economy in pursuit of full employment and stable prices.

    2. Supervising and regulating banks and other important financial institutions to ensure the safety and soundness of the nation's banking and financial system and to protect the credit rights of consumers.

    3. Maintaining the stability of the financial system and containing systemic risk that may arise in financial markets.

    4. Providing certain financial services to the U.S. government, U.S. financial institutions, and foreign official institutions, and playing a major role in operating and overseeing the nation's payments systems.

    Federal Reserve Act:
    http://1.usa.gov/1i9zmhv
    Mar 11 01:54 PM | 3 Likes Like |Link to Comment
  • Why The Fed Won't Save You From The Next Bear Market [View article]
    I welcome a bear market (and I only invest long). I would love to buy stocks at a discount.
    Mar 11 12:14 PM | 3 Likes Like |Link to Comment
  • Democrats push forward with call for higher minimum wage [View news story]
    Mike: I think the problem is that our current primary public education system is woefully outdated and is not providing students with sufficient skills to do anything beyond unskilled minimum wage jobs. The education system needs to be completely revamped, much as it was in the past when it became mandatory for children to attend school through high school (as we moved away from agricultural society to an industrial/business society).

    One solution is to mandate that high school be extended two years to gain additional skills training. Students would thus graduate with an Associate's Degree with marketable skills. This is exactly the approach being taken in Chicago and New York with the P-Tech program (Google it). I strongly agree with this approach.
    Mar 7 11:03 AM | 2 Likes Like |Link to Comment
  • Intel An Embarrassment? No. [View article]
    happo: I agree 100%. Good comments.
    Mar 7 09:56 AM | 1 Like Like |Link to Comment
  • Intel An Embarrassment? No. [View article]
    And in the future, the "Intel Inside" logo may take on even more significance and literal meaning as we move not only to wearable devices, but to swallowable and surgically implanted chip devices.

    I can't wait to get my "Intel Inside" tat!
    Mar 7 09:26 AM | 7 Likes Like |Link to Comment
  • If Russia Invades Ukraine, Watch Out For These 3 Companies [View article]
    Say prayers for what exactly? Are praying for the people of Ukraine or praying that the stock market doesn't overreact?

    If the former, praying won't help. Why not pray for Russia not to invade in the first place, then you won't have to wait until Russia invades. Unless of course god doesn't answer your first prayer and then you have to pray again and hope maybe he listens the second time.

    If the latter, why pray? If the stock market overreacts to an invasion then use the opportunity to buy more stocks at cheaper prices. Investor fears over the Ukraine issue are far overblown. Ukraine has a capitalization about the same size as Disney. In the global scale of the market, Ukraine is non-issue.

    Disclosure: long MDLZ and not worried one iota.
    Mar 7 09:05 AM | Likes Like |Link to Comment
COMMENTS STATS
731 Comments
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