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  • I'm Still Waiting For A Fat Pitch From Visa  [View article]
    Feb 5, 2016. 01:52 PM | Likes Like |Link to Comment
  • Apple's Broken Narrative  [View article]
    What I missed? oh, wasted time maybe? Retarted cellphone bills? My life doesn't revolve around a smartphone... But nobody seems to want to reply to my statement about the iPhone's non-existent gap of 'quality' vs the competitors. You aren't getting anything more w/ the higher priced Apple products. Keep believing in Apple's little technical nuances that are perceived superior.... And those that really do believe that the iPhone hasn't been commoditized is, "in the 3% minority"....
    Feb 4, 2016. 02:12 PM | 3 Likes Like |Link to Comment
  • Apple's Broken Narrative  [View article]
    ..."its hard to believe that any iphone owner would replace their iphone with anything else but an iphone or another apple product."...

    Really? I plan on replacing my 4s with a Samsung in the next month. I won't pay top dollar for supposed superior Apple quality, because the margin of quality of its competitors is nil. Many like me don't want to be trapped in Apples ecosystem. I'm not hating on Apple, but it's now not worth the premium.
    Feb 3, 2016. 06:19 PM | 6 Likes Like |Link to Comment
  • IBM CEO Rometty gets big bonus boost  [View news story]
    Transforming a gigantic company ((ie, winding down one revenue stream, and developing and turning on another) isn't easy and takes time.... - a patient long
    Jan 29, 2016. 06:53 AM | 5 Likes Like |Link to Comment
  • What Should Investors Do With Realty Income?  [View article]
    If O hit 55-60, I plan on selling 1/4 of my position, and add to my XOM position. Interest rates will eventually come up, and O will get cheap again. XOM (IMHO), is giving us a historical dividend...
    Jan 26, 2016. 05:58 AM | 2 Likes Like |Link to Comment
  • The Exxon Mobil 'Conundrum'  [View article]
    Those 750 'experts' paid by their masters to shout out the 'message' they paid for. The "science is settled"... PFFFT. That quote should disqualify the entire "Climate Warming > Climate Change" zealots. The same zealots that were championing global cooling in the 60s/70s.

    When these arrogant 'experts' laugh at Requests for Information, get caught w/ their pants down (East Anglia ClimateGate/"Hide The Decline", destroying raw data), I can't see how any rational person can take their message seriously. I'm all for a cleaner environment, but when I'm derided as a 'Denier' who calls out an obvious political power grab, I call Shenanigans...
    Jan 17, 2016. 07:44 AM | 6 Likes Like |Link to Comment
  • Nomura sees new chapter for McDonald's  [View news story]
    I don't know "JACK", but maybe it's at real good reason why JACK is at a 52 week low... If I ever were to take profits and sell MCD, (which I won't), I'd at least put it into another blue chip of same quality (XOM, JNJ, EMR). Yes, I am a DGI snob, and JACK ain't worth it at any price....
    Jan 4, 2016. 03:18 PM | 2 Likes Like |Link to Comment
  • Troubled Coca-Cola Is, In Fact, A Better Dividend Stock  [View article]
    sparkling = carbonated (think coke, diet coke, etc)..

    Still = non-carbonated (juice/water/etc)..

    I 'think' Monster products fall under sparkling. i don't drink monster, but occasionally drink the smallest redbull can a few times a year, and that's lightly carbonated...
    Jan 4, 2016. 07:54 AM | 1 Like Like |Link to Comment
  • 2 Interesting E&C Insights From AECOM's Investor Day  [View article]
    Aecom is an engineering firm, not a construction company. Yes, they own Tishman, etc, but they are an engineering firm.... Having worked for them, I'm not impressed with this company. There are WAAAAY better investments under your nose than aecom.
    Dec 30, 2015. 05:42 AM | Likes Like |Link to Comment
  • Chipotle's latest E. coli cases may remain a mystery  [View news story]
    After the dust eventually settles on the E-Coli problem, I might pick up some shares when they truly hit rock bottom. It is a good company with a good brand, and (up to this point) had a clear message on its version of fast food.

    When will CMG his 'rock bottom'? I have no idea. But I won't buy till I see next quarter's #s. If the market reacts negatively to the news, that may be the bottom. Again, I have no idea.

    1900 stores w/ the potential for thousands more before US saturation. Growing YoY SSS is insane. I'm no CMG fan-boy (just the opposite, I'm a buy-hold MCD fanboy), but I do see a really good company up against the ropes. IF (and a big IF) they can survive this, and get the supply chain figured out, it could be a long term, rewarding investment.
    Dec 26, 2015. 09:28 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: The First Trades Towards My 2016 Goals For The Team Alpha Retirement Portfolio  [View article]
    Not by selling a "bluest of the blue chips" at a low point, and chasing yield in a less stable security. I would agree with the others, in that if you want more yield, stick with T or HCP, these companies that DGIers really trust.
    Dec 19, 2015. 06:55 PM | 1 Like Like |Link to Comment
  • 3 Reasons Why IBM Is A Better Investment Than Intel At Least For The Next Two Years  [View article]
    Meant ARM taking server share.....
    Dec 17, 2015. 06:45 AM | Likes Like |Link to Comment
  • 3 Reasons Why IBM Is A Better Investment Than Intel At Least For The Next Two Years  [View article]
    AMD taking market share from INTC? AMD taking server market share from INTC? Pffft.... I've been hearing this nonsense for 5+ years. Ain't gonna happen.... (Btw, long IBM)......might get back into INTC on a correction).....
    Dec 17, 2015. 06:44 AM | 1 Like Like |Link to Comment
  • Why You Shouldn't Hold On To Coca-Cola Just Because Warren Buffett Has A Stake  [View article]
    ....."From January 1998 to December 2015 (that's 18 years!), the stock only appreciated by 30%, or a CAGR of 1.5%. As a comparison, a dollar invested in the S&P 500 in 1998 would've more than doubled by now."......

    Convenient 18 year window, when the dot-com valuations were at 40-45x p/e.... He was raking in the divvies, but you think Buffett was buying KO in the late 90s?
    Dec 11, 2015. 05:46 AM | 2 Likes Like |Link to Comment
  • Chipotle Shows Why It's Tough To Be McDonald's  [View article]
    Great article... Previous comments of mine may make you think I hate CMG. Not true. (It wast the CMG lovers who enjoyed kicking MCD when it was temporarily down, and figuring things out... that's what irked me).....

    I think that when CMG figures out the problem, and incorporates the systems to prevent these outbreaks, it could be a great opportunity to invest in CMG. 1900 stores? (if I read correctly?) That's not many. It will take a long time for "CMG saturation".
    Dec 10, 2015. 01:21 PM | 1 Like Like |Link to Comment