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StLoMoDan

StLoMoDan
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  • Time To Reevaluate Wal-Mart [View article]
    Your info is incorrect.

    I have 3 positions in WMT in IRA's and in our regular account. The ira's are about 19 years old and the other account is 9 1/2 years old. We have reinvested the dividends in all of them.

    In each account our position has just about doubled. Not stellar returns but definately not running in place either.
    Mar 3, 2015. 06:09 PM | 1 Like Like |Link to Comment
  • Peabody Energy Remains Confident In Recovery In Coal Demand, But Where From? [View article]
    Thanks for your article. I have been watching BTU for a long time and never bought in. Still considering an initial position.

    In your analysis you wrote:
    "Beijing's announcement that coal's share of energy consumption must decrease from 72% in 2014 to 65% by 2017 and then to 60% by 2020".

    If the Chinese economy continues to grow, even at reduced rates of 4-7%, there will be a growing need for power. Much of that power might be generated by non coal related activity. But it is quite likely that coal will be needed. And even if they can reach the goal of 60% as a smaller slice of the pie. You would still see increased coal usage if the Economy has grown by 30%(bigger pie).

    This is an over simplification but I think it still applies.

    Not yet long BTU
    Feb 23, 2015. 04:25 PM | 3 Likes Like |Link to Comment
  • Apple's Fiscal Q2: iPhone Channel Tailwind [View article]
    On the earnings call in response to an analyst question, Tim cook said that the number of iPhones sold in the last quarter coming from iPhone upgrades was only in the low teens.

    If the typical upgrade cycle is in the 18-36 month window from original purchase then there were almost 200 million iPhones to upgrade in the last quarter. Holdovers from older periods adds to that number. That means there are 160-180 million potential upgrades. Plus another 30 million becoming eligible this quarter. Add switchers from other formats and the number of possible iPhones yet to be sold is staggering. Maybe 75 million in one quarter was just the beginning.

    Long APPL, would buy more but it is my largest position.
    Feb 2, 2015. 10:43 AM | 4 Likes Like |Link to Comment
  • Phillips 66 beats by $0.29 [View news story]
    I have been a happy long of PSX since they were spun off from COP. The recent drop in the stock price has cost me some paper profits but I still like the company and its long term prospects.

    I have been thinking of adding to my position with sideline cash. With this substantial beat on earnings I may have missed the opportunity.
    Jan 29, 2015. 09:19 AM | 1 Like Like |Link to Comment
  • Apple +7.6%; Street applauds iPhone sales, China growth [View news story]
    I need to make a correction to my above post. The number he referred to as being in the low teens was in reference to the Apple iPhone installed base. So my 10-12 million number is wrong.

    I stand by my conclusion, though. Lots of current iPhone users yet to upgrade.
    Jan 28, 2015. 03:49 PM | 1 Like Like |Link to Comment
  • Apple +7.6%; Street applauds iPhone sales, China growth [View news story]
    The sales numbers for the iPhone were mind blowing.

    In the call afterwards another amazing fact was revealed by Tim cook. When questioned by one of the analysts, he said that the number of iPhone upgrades in the sales number were only in the low teens. So only 10-12 million of the 74.5 million number were existing iPhone users.

    This means over 85% of the people with older iPhones still have not upgraded.
    How many iPhones are out there? Maybe 300 million just in the last 2 years another 150 million in the 2 years prior to that. It seems to me that demand will continue to be very high as more and more current Apple iPhone users upgrade to the 6 or 6+. Should be an interesting year.

    Very happy long APPL
    Jan 28, 2015. 03:34 PM | Likes Like |Link to Comment
  • Here's How Home Depot Stacks Up To Lowe's [View article]
    I am long HD and shop at both chains.

    The most telling number in your analysis is the store count difference compared to the revenue difference. From those numbers we see that HD has roughly 20% more stores but more than 50% more revenue.

    Case closed, I would invest in HD.
    Jan 22, 2015. 07:31 PM | 3 Likes Like |Link to Comment
  • Shares Of Alcoa Slide As Q4 Results Beat Estimates On Top And Bottom Lines [View article]
    I bought AA last year on the day they announced the new F-150. I have had a nice run and will use this current negative market to add more. I think several years down the road we will all look back at this and wish we had bought more.
    Jan 15, 2015. 03:29 PM | Likes Like |Link to Comment
  • Why Wal-Mart Is A No-Go [View article]
    Lots of people like to hate on WMT. Except for those invisible minions putting nearly 1/2 trillion dollars through the registers.

    If you are going to mention Costco then where is Sam's in that conversation. It is smaller than Costco but if you drop someone in the middle of a Sams, they would have a hard time figuring out that he was not in Costco. And their comps are on a par with Costco.

    Your comments about cleanliness and disorder are repeated endlessly by the haters but I have yet to see any real evidence of it.

    Oh yeah, Circuit City is out of business.

    The fact remains WMT is still the largest discount store, largest grocer and has become one of the largest on-line companies in recent years. Granted, they would be even bigger if 20 billion a year wasn't going through the dollar format stores, but
    they are making changes to changing markets. The recent addition of the small store format will put several of those other chains on their heels as it goes nationwide.

    I am long WMT and have been rewarded for that.
    Jan 15, 2015. 03:24 PM | 14 Likes Like |Link to Comment
  • Verizon Vs. Vodafone: One Company Hit A Home Run With Last Year's Wireless Deal [View article]
    I reinvest my VOD dividends. It is through my brokerage account at Ed Jones and doesn't cost anything.
    Dec 16, 2014. 03:21 PM | 2 Likes Like |Link to Comment
  • AT&T - An Alternative Investing Strategy [View article]
    When you purchase shares has a big effect on overall return.

    I first invested in T in 2000 when shares were $63. I have added to the position several times over the years and now have an average cost per share of $32.11. The dividends have always been reinvested and they have increased my share count by over 17%. The current yield on my original invested funds is 6.64%

    My original purchase is still only worth about half of what I paid for it. My particular example with T shows the benefits of dollar cost averaging and thecompounding factor from reinvesting the dividends

    The unfortunate investors in SDRL have lost their capital and won't see dividends for the foreseeable future. Timing really is everything and always diversify.

    .
    Dec 2, 2014. 10:03 AM | 4 Likes Like |Link to Comment
  • Thanksgiving weekend retail sales decline [View news story]
    Black Friday used to mean something but it has increasingly been diluted into several days before and several days after. And really is just a part of the overall holiday shopping season.

    This poll doesn't account for all the sales pulled forward or those that take place on Cyber Monday, nor does it account for online sales. Walmart and Target said their online sales were up about 40%. Other chains reported big online increases as well.

    The sales will be there and this poll will be proven worthless.
    Dec 1, 2014. 03:16 PM | Likes Like |Link to Comment
  • iPhone Surging, iPad Collapsing - Apple May Be Near Its Peak [View article]
    "Apple will no doubt sell some of its new watches but my view is that it is a product that will be confined to the Apple loyalists who will buy every gadget Apple sells regardless of its utility"

    You may be right about that. So with hundreds of millions of units in the marketplace, and over a half billion iTunes accounts I think we could conservatively estimate that there are over 200 million of these loyalists roaming the earth anxiously awaiting the Apple watch. That translates into a lot of sales.

    You stay short if you like but I would not recommend it.
    Long APPL
    Nov 19, 2014. 09:20 AM | Likes Like |Link to Comment
  • Apple -2.8% as Bendgate, iOS 8.01 get more publicity [View news story]
    Gotta give the Google, Samsung, Android crowd credit for changing the conversation.

    Last week every analyst said the new iPhones were the best phones on the planet...hands down...Then some guy on Youtube, owned by google, destroys an iPhone and everyone is talking about that.

    These folks are showing signs of desperation.

    iPhone 6 is still the best phone on the planet. Silly abuse videos won't change that.

    Long Apple, and enjoying my new 6+
    Sep 25, 2014. 07:07 PM | 2 Likes Like |Link to Comment
  • Apple's iPhone 6 First Weekend Sales Record: What It Means For Investors [View article]

    Apple is already adjusting to the demand.

    I ordered a 6+ with a promised delivery from 10/1 -10/6.

    It has been shipped already with expected delivery this Thursday, 9/25. That gets my sale into the 4th quarter, which could lead to a beat in this quarter

    Long APPL
    Sep 22, 2014. 12:08 PM | Likes Like |Link to Comment
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