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  • Volkswagen orders probe into EPA emissions violations [View news story]
    When do we get to blame Tom Brady?
    Sep 21, 2015. 05:47 AM | 5 Likes Like |Link to Comment
  • Coca-Cola facing $3.3B tax bill over foreign transfers [View news story]
    Yep, he owns 9-11%, IIRC.
    Sep 19, 2015. 05:13 PM | Likes Like |Link to Comment
  • Why Coca-Cola Has Been A Better Investment Than PepsiCo [View article]
    You may have forgotten KO's gigantic distribution juggernaut. The one that Dr. Pepper relies on. Yes, KO's concentration in carbonated beverages is more than PEP's, but outside of the USA (where KO gets ~60% of it's revenue IIRC), that's not a bad thing, as the BRIC's young populations luuuuv its soda. And KO brand recognition is second to none. That's a trick that PEP's pony can't do... Don't get me wrong, I like and own PEP too. Both are great companies that do different things better than the other. That's why you own both...
    Aug 30, 2015. 08:40 PM | 3 Likes Like |Link to Comment
  • McDonald's: Don't Just Fall For The 3% Dividend, Declining Comps Are A Real Concern [View article]
    ...."operators all over the country have been in financial distress for a number of years."

    So tell me jdawgy, when you say 'financial stress', you mean instead of making 1.5 million or so per store on avg., the poor operator is 'only' making 1.2 or 1.3 million? Other than Chick-Fil-A, there is no other, zero, zilch, nada, no other fast food franchise that can offer the profits that MCD does. Tell me, for all of their 'complaining', where else are they gonna go to make that kind of money in this industry?

    Sales are flat or slightly lower. They do have issues, which they will solve. But your wreckless banter about MCD needs to be put into perspective....
    Aug 18, 2015. 09:42 PM | 7 Likes Like |Link to Comment
  • Don't Buy The Dip In Oil - Yet [View article]
    Average down w/ 3 to 4 purchases. Buy some now and wait. Buy some later, and wait. Then buy some more, and wait. Yields will be high, Everybody will be happy, people will make long car trips w/ gas so cheap, and there will be dancing in the streets...
    Aug 18, 2015. 06:17 PM | 3 Likes Like |Link to Comment
  • Coca-Cola's Clock Is Ticking [View article]
    SSD, thanks for the article. It addresses the challenges that KO faces, but isn't one of those 'sky is falling' hit pieces....
    Aug 18, 2015. 12:39 PM | Likes Like |Link to Comment
  • Coca-Cola's Clock Is Ticking [View article]
    Jamie, how many decades have they been saying this about MO, MCD and KO? It's not RIP KO, it's DRIP KO... haha
    Aug 18, 2015. 12:36 PM | 7 Likes Like |Link to Comment
  • Coca-Cola: End Of An Era? [View article]
    Ahh, another hit piece on KO from another 'Wordsmith'. SA must be proud. I guess I'm told the sky is falling for KO and time to sell (NOT)...

    - Gigantic moat of distribution still in place? check.
    - Still getting tons of FCF? check.
    - Still increasing dividends? check.
    - Slowly diversifying into other products (Fairlife milk, etc)? check.
    - Potential juggernaut in growing markets outside the US? check.

    Maybe author is one of those 'instant gratification' millenials, and doesn't realize that the Keurig and Monster acquisitions will take a little time to sort out. Or that all of his US-based bad news is not indicative of the rest of the world that KO serves.

    Yeah, I'll pass on the advise to sell KO. Maybe buy more (and PEP) on the dips.
    Aug 13, 2015. 12:24 PM | 7 Likes Like |Link to Comment
  • It's Getting Worse: Coke's Dollar Crisis Illustrated [View article]
    As long as the dividend is at or above 3%, you can not go wrong buying KO for the long-term... I'm not a buyer now (as I'm currently picking up some XOM and CVX), but I will buy more KO in the next few months...
    Aug 11, 2015. 01:47 PM | 4 Likes Like |Link to Comment
  • Why And How You Can Profit Investing In Africa's 1.1 Billion Consumers [View article]
    Add Diageo (DEO) and Phillip Morris (PM) to the list.
    Aug 7, 2015. 08:48 PM | 2 Likes Like |Link to Comment
  • The McDonald's Revolution Will Not Be Reported [View article]
    RCM, you state that MCD has problems that you accuse the author of not knowing or discussing.

    Yet, more than half of the examples you provided are burdens to ALL companies within the fast-food segment (wage rates, health care costs, food costs, and occupancy costs). To me, MCD is the best at handling costs, and would be superior to its peers in these respects... One example is VERY nebulous (social media/millennial perception), while yet another is of opinion ('brand that is in shambles... How does one equate that opinion in a dollar amount / line item in accounting)..

    As for the 'franchisee problem', you do know that MCD franchisees make more money than any other fast-food restaurant, except Chick-Fil-A. Sooo, instead of profits of 2.6 million on average per store, they'll make 2.4 (being a little lose w/ these #s, but you get the idea)... A problem for sure, but these franchisee complaints lose a little volume when you understand the insane profits they rake in... Aaaand, other than Chick-Fil-A, where else are they going to go, to make that kind of profit in the fast food segment?

    MCD definitely has it's problems. But they are fixable, and will take time. "Understanding the business" includes where MCD fits in the fast-food segment, which includes the per-store profits and sales. Even mildly browsing these #s tells you that MCD is still in good shape, and the sky isn't falling.

    Finally, you seem to infer that only MCD has to deal w/ these segment-wide problems. This is far from the truth.
    Aug 5, 2015. 11:38 AM | Likes Like |Link to Comment
  • The Most Undervalued And Overvalued Dividend Champions - August '15 [View article]
    Thanks for the article....
    Aug 4, 2015. 07:49 AM | 1 Like Like |Link to Comment
  • Obama to unveil tougher climate change plan [View news story]
    Are the climate change folks going to change their tune like they did in the 60s, when it was all about Climate COOLING?.... I'm all for a cleaner environment, but shouldn't be an excuse to heave even more Federal regulations upon each state. To me the M.O. is VERY suspect... FYI, every time I hear that "The science is settled" on climate change, makes the argument that less credible.... FYI, the science was settled for centuries when we thought the earth was flat....
    Aug 3, 2015. 09:32 AM | 7 Likes Like |Link to Comment
  • The Dumbest Argument Against Dividend-Paying Stocks [View article]
    Sheepdip, XOM/CVX just had a big dip today. This is where you find the value, and buy and/or average down. Not all of the positions of a DGI investor are all over-valued (or under-valued) at the same time. 4 years ago it was JNJ that got no love. I loaded up then.... HSY took a brief dip a couple of weeks ago, and bought a little back then. Dividend ETFs don't allow you the flexibility of buying the best, when on sale.

    In my opinion, dividend ETFs are a basket of 'meh'... I created my own basket of 'awesome'....
    Jul 31, 2015. 04:34 PM | 14 Likes Like |Link to Comment
  • Coca-Cola Set For Growth Going Forward As Investors Continue To Be Rewarded By The Stock [View article]
    Uncle, soda, cigs, booze, Mac-n-cheese, ice cream.... Where do YOU draw the line on moral investing?? For morals/conscience I go to church... When it comes to my kids education and my retirement, I go to DGI Stocks.... If there's a moral stock that's as good/stable/reliable I'm all ears....
    Jul 27, 2015. 04:34 PM | 4 Likes Like |Link to Comment