BigOlDave

Why I Prefer McDonald's over Apple

Nice reading this article: I've needed some facts behind my hope after taking a hammering on my (MCD) shares.

12 Ready-to-Rally Stocks - Barron's

What a disappointing line-up! As I read down the list, I kept gagging until ...oops: there was Wal-Mart (which I own). Went back to the beginning and the retch reflex started all over again.

Now I'm wondering about the wisdom of holding Wal-Mart (WMT). Let's see:

* stoXline's 12-mo target is $71.28 (that's 38%);
* S&P rates it 5/5 stars with ($62.00, yep = 20%) target;
* sales up 6.8% y-o-y;
* unfavorable forex impact likely to reverse if USD weakens;
* 2.3% dividend yield;
* $8 billion cash on books;
* retired $2.8 billion in stock in 7/31/09 qtr;
* cash flow positive $722 million in 7/31/09 qtr; and
* P/E lower than S&P, sector, and industry.

Well, I think my rationale for Wal-Mart is intact. Maybe I'll check out some of the others. Can't get excited about researching anything else on the list except Microsoft (MSFT). To free up funds to buy Microsoft, I don't think I'd sell any of my Wal-Mart.

Dave

The Mac vs. PC Debate Was Never Clearer

The astounding statement from Apple, that they wouldn't know how to make a personal computer for less than $500, clinched it for me: I wouldn't even consider a Mac. All this nose-in-the-air groupie chatter turns me off.

But I'm also turned off by a company that makes an OS as lousy as Vista, then tells us it will be October 2009 before we will be able to buy a high value PC with non-glitchy guts.

For me, "high value" is good quality at a reasonable price. The non-Apple PC market is where I'll shop after/iff I get good reports on Win7.

Dave

Five Predictions for This Market

Thanks for your wonderful guidance, Justin "The Spammer" Mastersons! Hope you've made lots of $$$ per click for pooping on sites like this.

Wall Street Breakfast: Must-Know News

Rachael,

Would it be possible to enhance SA's stock site's symbol? Click Ariba (ARBA) and all we get is the chart. If this is too much work, why not forward to Google/Yahoo/MSNBC or another site that at least tells us what sector it is in? Maybe you could even collect some ad revenue for the click!

Dave