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  • Will Warren Buffett's Reduced Stake Impact Wal-Mart? [View article]
    This is one of those pivotal moments in investment history. What to do when we see all around us is high on a company and buying it like crazy? We say it's time to stay away.
    What do we say when the retail sector's largest company in the world, is at new recent lows for controllable reasons? and everyone is negative based on short term disappointment like children at Christmas getting a smaller gift this year?
    When all around you are loosing their heads and running away?

    It's time to buy.

    We know if the Walton Family becomes unhappy with the new CEO McMillion's game plan, they will hire Howard Schultz or Bob Iger or maybe Nike's Parker and let one of them take over and turn the ship around. That's the secret sauce in a 51% Family owned, extremely cash flow happy, S&P A+ rated, Dividend Aristocrat, 10,000 unit injured warrior.
    We don't leave this American Icon wounded on the battlefield.

    Why don't we just buy Amazon, and put Bezos out of his profitless pain?

    Hey everybody this is a "Value" company not a "Growth" company. So anyone who is in this for a trade didn't choose wisely.
    I am here for a longer than 2 year horizon and believe this ends well.
    Nov 19, 2015. 05:46 PM | 6 Likes Like |Link to Comment
  • Changes Must Be Made At Wal-Mart [View article]
    BionHoward I like your style and thinking. Wal-mart has made some short term pain---long term gain decisions to address customer satisfaction problems. These decisions came at a short term cost. I am long Wal-Mart and will continue to be.

    If the 4 Walton kids that still run 51% of the company don't like the job the CEO is doing they can replace him in 10 minutes. And will if they believe that to be the answer they will cause they have when it's necessary.

    Wal-Mart is a Dividend Aristocrat which means they have increased the dividend every year for over 25 years without fail. They are only one of 2 Dividend Aristocrats in the USA to provide positive returns during 2008 in the great recession. McDonald's was the other. Wal Mart provided a 21.59% return in 2008. McDonald's a 10.10% return. All the others lost money.

    During Hurricane Wilma, and for all future Hurricanes, they were the only food store never closed for 1 minute as they had the entire store open with 2 generators the size of tractor trailers. They are the only supermarket that can say that. They also have the only totally computerized system of food cooler temperature monitoring in the industry, every cold hold unit in the USA Wal-Mart system is tracked out of Bentonville and immediately reported to the local store by phone to the management, if the cold doesn't stay cold.

    The fact that I am invested in a concept that chose to modernize itself with higher employee moral and pay makes me real happy.

    They should have done a better job of warning stockholders of the good news. And if Warren Buffet is selling it maybe it'll drop the price a little more so I can buy a little more.
    Ask Warren when he's going to stop buying IBM? At least Wal-Mart is continuing to build their moat and squeezing away the dollar stores in the process. Check Dollar store numbers and "Stay Thirsty My Friend."
    since beginning their customer satisfaction upgrade, the customer survey info shows a 60% improvement.

    I won't buy Amazon because the valuation may well be their undoing all in one day soon. is eventually going to out service Amazon, especially if Amazon stock slows it's momentum growth without any profit.

    Wal-Mart is 2% of my portfolio and will grow by additional purchases by me over the long run and DRIP of dividends.

    "I like companies that sell things you can drop on your foot"...Amazon hasn't dropped yet.
    Nov 16, 2015. 07:51 PM | 5 Likes Like |Link to Comment
  • Nike Inc.: Just Sell It [View article]
    Nike is still the world leader in sports shoes, clothes, etc.
    The market is unpredictable so I read all the pretty charts and realize the 800# Gorilla is subject to attention and criticism.

    I don't see many critical articles on croc's...wonder why when I see the financial losses.

    Nike is highly priced at almost P/E 30, but also doubled it's earnings in the last 5 years. s and P = A+ rating, Navalier rates as strong buy as does s and p.

    Free cash flow for the year just ending is just shy of 3 billion. an all time high.

    every other rating group says strong buy.....I will hold and buy more as time goes on.

    Its tough to pick on the world leaders unless something becomes an accounting mystery internally and there becomes ethical concerns. Without that...the world leaders in each sector are generally the safe plays...Apple, Disney, Wal Mart, NKE,
    Coke, etc.
    Sep 16, 2015. 06:52 AM | Likes Like |Link to Comment
  • Nike awards $30M stock incentive to CEO [View news story]
    I say as the famous sports owner once stated..." The Coach Makes the Difference"

    As we all know a great CEO with a track record of building the largest and most successful company in the sports apparel arena, is key to the formula.
    Keep him happy and motivated and he will protect our investment and continue to use his magic to move the mountain.

    Pay him, I say...Just Do It!
    Jul 21, 2015. 07:46 PM | Likes Like |Link to Comment
  • 3 Reasons Nike May Have Run Too Far Too Fast [View article]
    Nike is the World's Largest Sports apparel of all time. I also agree with Gary J, that this web site stirs emotions in readers...but Like Disney, when you're the biggest in your sector worldwide, for solid reasons like great management, it's really bullet resistant from competition. am long Nike and happy.
    Jul 21, 2015. 07:30 PM | 1 Like Like |Link to Comment
  • Don't Get Caught Holding This 'Safe' Stock When The Fed Hikes Rates [View article]
    If you bought PG years ago and held it through the last couple tornados, I would hold the Dividend Aristocrat, cause you're playing with the houses money buy now, and your temperament is tolerant of 10 to 20+% pullbacks, which we will recover from in a few yrs. or less.

    But there will be a psychological fear-sell on a healthy % of most of these bond surrogates the afternoon Janet and the folks at the fed raise the rates for the first time in many years. I can feel the tension mounting more each week.

    I'm not in consumer staples right now. Because I want to get back in after "the sky falls" (as some of the contributors are saying), and I couldn't do that if I held them now.

    There is no doubt it is and will continue to be for a season, a stock pickers market and this kind of healthy banter solidifies my belief that we should sell high and buy low. I wish I had coined that one.

    Trying to time the market is not what I advise, but bond surrogate stocks with high p/e's need to be carefully examined now and in some cases action taken by certain types of investors. So on a good pullback, which we are overdue for, we'll have good re-entry points and plenty of cash to enter.
    Jun 14, 2015. 04:27 PM | 4 Likes Like |Link to Comment
  • What The Duracell Deal Says About Procter & Gamble's Valuation [View article]
    How will this transaction affect the free cash flow, and what's up with insider trading. Are the insiders buying up shares of P&G or are they selling? Do we see a better future for P&G. Should they consider a stock buyback right now, reducing the high P/E?
    Nov 13, 2014. 10:04 PM | Likes Like |Link to Comment
  • More on Procter & Gamble's Duracell deal [View news story]
    I don't know enough about the P & G leadership history and the all important culture . I guess I'll dig a little.

    I suspect Duracell created more of a management stretch and a business that the Giant was happy to trim it out. I feel that has a very strong team with bench strength and desire to take Duracell to the next level.

    Procter has increased dividends annually since 1957. I think they are a good value deal. I think they should share their vision for their future and their mission
    for the business.
    Nov 13, 2014. 09:47 PM | Likes Like |Link to Comment
  • Southern Company Is The Most Attractive High-Yield American Utilities Stock [View article]
    "ED" 58% payout ratio, 39 years of consecutive dividend increases, 4.49% div.,
    13.0 PE Ratio. all utilities are interest rate sensitive so when rates rise they loose their smile some. but this one is the king. NY City exclusive gas and electric.And you know the city slickers don't sit in the dark and build fires to heat those 15 million dollar condos.
    Their durability will likely outlive all of us writing these notes. I still prefer AT&T with a 5.4 dividend. and at least a chance at a little growth and only 29 years of consecutively increasing and paying the dividend.
    Sep 27, 2014. 12:54 PM | 2 Likes Like |Link to Comment
  • Investors pounce on 3 mortgage REITs going ex-dividend today - Annaly (NLY +1%), Capstead (CMO +1.9%), and AG Mortgage (MITT +2.8%) are all sharply higher, nearly making up in less than a session all of the value erased from their stock prices due to the dividend payment.  [View news story]

    I noticed, as of late, a goodly number of controversial articles, relating to nly and issues the don't smell very good. We all know when we play high stakes (12-16% return) poker, we might do well to re-read the CEO's last line of his first quarter' s comments where he reminds use that There's no free lunch...and not sure how much or when that lunch will be paid for...but eventually will be paid for.

    I like AGNC least for now. I wonder a bit about NLY lately...and with much more smoke...I'll take my kindling to another fire.
    Jun 28, 2012. 11:47 PM | Likes Like |Link to Comment