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purpleboarder

purpleboarder
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  • Johnson & Johnson Is Slightly Overvalued, Time To Sell This Drug Maker [View article]
    Yes, let's cut off and sell the most stable branch of my money-making tree... I'll pass on this advice....
    Jan 22, 2015. 05:40 AM | 10 Likes Like |Link to Comment
  • Germany prepared to let Greece leave euro zone [View news story]
    ...or pay their taxes.
    Jan 4, 2015. 10:58 AM | 4 Likes Like |Link to Comment
  • Waiting Patiently For A Wide Moat REIT Bargain [View article]
    I've been long ROIC since Dec '11.. Unfortunately, I've sold about half over the years to invest in other investments. Those mistakes won't happen again, and like you, will be waiting for a dip... Thanks for the article...
    Jan 1, 2015. 03:02 PM | Likes Like |Link to Comment
  • Crude set for biggest fall since 2008 [View news story]
    Those fine fellows out of East Anglia University, who tried to 'hide the decline', "accidentally" deleted the baseline data, and laughed at all of the Freedom of Information requests? ..... I agree. Follow the money indeed.

    Listen, I agree that there is always improvement in doing things 'cleaner'. BUT, I'm not going to support anyone who wants to shoot the US' economic engine in the twig and berries (Kyoto Agreement) because polar bears don't have enough icebergs to play on.....
    Dec 31, 2014. 09:10 AM | 2 Likes Like |Link to Comment
  • Intel's $50 Price Target Is Quite Plausible [View article]
    Just think... If you were invested in INTC back in '99, and had reinvested those dividends back into INTC along the way (which long-term buy/hold investors tend to do). I'm sure it wasn't their only holding either, nor does it make them 'suckers'.....

    KO, and a ton of other blue-chips had insane P/E ratios (30-50x) during that time as well, so using the 1999 timeframe makes your argument a little hollow....
    Dec 30, 2014. 10:12 AM | 2 Likes Like |Link to Comment
  • American Realty surges as activist discloses stake [View news story]
    I disagree... Although I don't have a skin in this game, it will be more expensive for ARCP to get capital for future expansion in purchasing property. Will it be an albatross? Probably not. BUT, it will be a disadvantage that other REIT's don't have. The margin of error/safety has melted away, which peeled off a layer(s) of investors that aren't comfortable w/ the higher risk w/ ARCP....

    Those SA writers that covered ARCP w/ "anxiety" hardly 'must all be very short term traders'.... It means the risk has changed dramatically. And when that happens, those investors that previously slept well at night with ARCP have sold. Because, well, they want a good night's sleep.....

    If you love ARCP, that's great. Just don't condemn all SA writers as 'short term traders' because they are concerned about ARCP. ARCP got caught fudging the #'s. Investors and lenders to ARCP don't take that lightly....
    Dec 30, 2014. 09:32 AM | 3 Likes Like |Link to Comment
  • The Philosophical View Of General Electric's 4.5% Dividend Hike [View article]
    ....."Now that the S&P 500 and the Dow have reached all time highs, it is not easy to find a high quality stock that is not significantly overpriced. "....

    ummmm, XOM, CVX, COP??
    Dec 24, 2014. 06:18 AM | 7 Likes Like |Link to Comment
  • Coca-Cola Has Got Milk, And Investors Should Care [View article]
    This foray into milk won't move KO's needle, but I think is a really small step down the important path of product diversification (away from carbonated beverages).....

    Many see investing in KO for the 'beverage highway' (distribution) it provides, more than KO's products that drive along that highway.....

    Anytime the yield is at or above 3%, you back up the truck. At the current 2.8%, you not getting a deal, but not buying an 'expensive stock' either, IMHO....
    Dec 23, 2014. 01:22 PM | 2 Likes Like |Link to Comment
  • Facebook Has A Negative Margin Of Safety [View article]
    Tim,

    Thanks for your time in writing this, and the many articles in the past. Stick to your guns, buddy. I give you credit for writing an article w/ an unpopular opinion. There are two (or more) sides to an argument/investment. Whether it be Enron, Apple, ARCP, Intel, FB, etc....

    Some like to sleep well at night when it comes to investing. Writing an article about an investment/company that doesn't make you sleep well at night, will garner the wrath of those that takes your articles personally. You deserve every penny you make on this article, in dealing w/ the rantings I've read so far. Anonymity can really bring out the ugliness in the soul....
    Dec 21, 2014. 07:10 PM | 11 Likes Like |Link to Comment
  • Facebook Has A Negative Margin Of Safety [View article]
    IndependentMe,

    That's the funniest (and saddest) thing I've heard as a comment here on SA. Complaining about something you got for free? Really?

    It took you all of what, 10 minutes to read the article? I'm guessing the author put at least 3-4 times more of his time in researching and writing this article. You clicked on a free(!) article about a topic that interests you, and (OMG!), it contains an opinion that you don't share. It sounds like you are condemning the author about your free will, in what you decide to read and not read (or what you think is correct/incorrect)....

    When you claim that you want "some indicator that the author is not worth clicking on", you just come across as petty. Put on your big boy pants and realize that the FREE articles you read on the internet aren't going to agree with you all the time.
    Dec 21, 2014. 06:54 PM | 22 Likes Like |Link to Comment
  • Facebook Has A Negative Margin Of Safety [View article]
    ...."Nobody invests for 10 years from now anymore. ."....

    Maybe one is ignoring an entire group of investors that believe in dividend growth investing? You do know this group exists, and has been growing, right?

    ..."Right now FB is a good bet".....

    I couldn't have said it better myself. FB isn't an investment. It's a bet. Right now.... I'm not good at betting, but I'm getting pretty good at investing...

    Any DGI investor will really question if FB will be around in 10-15+ years. Maybe it will; maybe it won't... The author has a valid concern of investing in a tech stock w/a P/E of 75. Like the author, I will pass on FB. I wish you luck.
    Dec 21, 2014. 06:42 PM | 9 Likes Like |Link to Comment
  • McDonald's November Comp Sale: Competition And China Remain A Headwind [View article]
    ....."MCD's focus on the low-income segment makes it most vulnerable to a potential slowdown in the economy. As such, I prefer SBUX and CMG as my preferred picks within the North American QSRs."......

    Because that's what happens when people lose their jobs, and have less money to spend during a slowdown in the economy; They will upgrade and spend $$ they don't have on SBUX and Chipotle... PFFT.

    SBUX is a wonderful company to invest in. So is MCD.... Long MCD.
    Dec 10, 2014. 07:14 AM | Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    I laugh whenever someone complains about 'click-bait', including myself. But then I always remember that SA is free. So in my mind, you really don't look or sound good when you complain about getting something for free......Which brings up a good question...

    Are you mad/annoyed/dismayed that you spent (wasted?) all of 5 minutes reading something for free?.....

    OR

    Are you mad/annoyed/dismayed that someone (that put waaaay more than 5 minutes writing the article), is getting a penny because you wanted to read something that you were interested in.

    Aaaaaand...... (GASP!), you didn't agree with what the author had to say about your current, beloved topic du jour (AAPL). I'm not bashing those that are Pro-AAPL; this goes for any company/topic here on SA. (or any blog/website that gives you content for free).....

    People really crack me up...
    Dec 5, 2014. 07:03 PM | 20 Likes Like |Link to Comment
  • Will McDonald's Buy The Farm Or Bet The Farm? [View article]
    WOW... Where to begin...

    - I think the canary in the coalmine is the dividend growth of any company, let alone MCD. If it's growing, it tells me MCD mgmt. sees a decent forcast.

    - Blaming MCD for drought? Hell, why not? Listen, why not lump BK, Wendies, Capitol Grill, Chipotle (oh, yeah that's the current sacred cow of investing, nevermind), Outback Steakhouse, etc... Hell, why not cut to the chase and just blame all non-vegans for mid-west droughts.

    - ........."Technology. If McDonald's truly wanted to race ahead of the field and use its vast influence to lead the food industry into a future we can all imagine wanting to inhabit, I would also require the company to invest in technology. I would insist McDonald's bet the farm on technology. And what would be the technology on which we would bet the farm?......"

    I trust MCD's BOD to make the best decisions when it comes to technology. It wouldn't surprise me that 1) they lead the industry in R&D 2) you wouldn't admit this..... As a shareholder, I won't be 'demanding' and 'requiring' MCD to do anything, but raise the dividend every year. Because that's the canary in the coal mine. If they can do that, that tells me that long term revenue, profits, profit margins, and sustainable dividends are doing just fine.

    And if they freeze or cut the dividend, I'll just close out my position, and invest elsewhere. I know I won't get on my politically-correct soapbox, that's for sure. (because I don't have one).......
    Nov 26, 2014. 07:42 AM | Likes Like |Link to Comment
  • McDonald's - An Unhealthy Choice For Your Portfolio Despite An Attractive Dividend [View article]
    SwissPete,

    That's an interesting take on MCD (speculative). Reading your comment, MCD has the best cost-containment efforts in the industry, much like WMT. If WMT can adapt, and bring in goods that 'change with the times' (think organic groceries) and creating an online presence, I think MCD can do the same in its food offerings. It's just a matter of how fast it can, or has to react to changing consumer demand....
    Nov 13, 2014. 10:53 AM | 1 Like Like |Link to Comment
COMMENTS STATS
288 Comments
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