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StLoMoDan

StLoMoDan
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  • Without Its Tax Dodge, What's Walgreen Worth? [View article]
    The fund company made its call when WAG had more than doubled in 2 years while CVS had mostly meandered sideways in the same period. It would not take a highly seasoned analyst to se that CVS at that time was probably a safer bet. Whether they would feel the same after WAG dropped is anybody's guess.

    Many of your other comments are hearsay or innuendo and have no place in a financial article.

    WAG has been great for me and I will continue to hold it.

    Long WAG
    Aug 21 04:49 PM | 6 Likes Like |Link to Comment
  • AT&T: Sprint Declares (A Price) War [View article]
    This will no doubt be a great deal for families trying to get a handle on their mobile expenses. But as I understand it, you get 2GB per line per month for up to 10 lines. If it were truly shared capacity it would be an unbeatable deal for me.

    Can you grab 9 friends and sign up with each being billed $10 bucks a month? Great deal for me but an administrative nightmare for Sprint. Do they have the capacity to handle a bunch more smart phones, or would we all have long waits trying to access the internet? It should change the landscape, but I wouldn't sell either of the big guys because of this.

    Long T, VZ & VOD
    Aug 19 10:34 AM | Likes Like |Link to Comment
  • Corning's Results Suggest No Sapphire iPhone - This Year [View article]
    Lots of interesting info here, thanks.

    Corning has been in an enviable position since GG became available. They can't supply as much as they could sell. Anecdotally, I know Honeywell has approached them on a project and were rebuffed because there was not enough to go around. Corning had a significant backlog. So it might be possible that others have stepped in to soak up the product Apple does't want.

    Apple will continue to use GG on the 4s, 5 and 5s even if the 6 does go to Saphire. I don't have any solid info one way or the other, just putting in my 2 cents.
    Jul 29 03:52 PM | 1 Like Like |Link to Comment
  • Alcoa Makes The Turn, Aluminum Is The New Steel [View article]
    I have had AA on my radar for about a year. It looked like the turn around was taking hold and they were paying dividends.

    When they announced the deal with Ford on the F-150 I pulled the trigger. I am happily sitting on over a 50% gain since January.

    The long term trends look good for Aluminum used in manufacturing and I believe AA will be right in the middle of that growth.

    Good article, Long AA
    Jul 9 10:50 AM | 2 Likes Like |Link to Comment
  • Growth All Around As AT&T Gets Ready To Release Second Quarter Results [View article]
    I think it is across the board down. VZ and VOD are both down more than T
    Jul 8 03:18 PM | 1 Like Like |Link to Comment
  • Is Wal-Mart A Buy Right Now? [View article]
    I have owned WMT for over 25 years and I reinvest the dividends.
    I have scratched my head many times wondering why it never gets to a fair value.

    It seems to be a company that many love to hate, like many of these commenters. FYI jaswinder, Amazon is one tenth the size of WMT and is decades away from being able to swallow that fish. But you go ahead and pay 100 times earnings for its stock.

    All of the hate directed at WMT could also be applied to the companies the haters defend. Totally illogical.

    I won't need the capital for 15-20 more years. In the mean time my shares continue to grow on the cheap. Thanks for that.
    Jul 4 09:22 AM | 3 Likes Like |Link to Comment
  • Walgreen Is After Global Drugstore Domination - Is That Good For Investors? [View article]
    Walgreen does do home delivery. I just ordered some stuff, got points on my account and received delivery a couple days later. Worked pretty much like Amazon and I got free shipping.

    I bought a large position(for me) in WAG right after they announced the Boots deal. I am very pleased.
    Jun 3 03:09 PM | 1 Like Like |Link to Comment
  • Adios DirecTV: New Buyback Champ Is AutoZone [View article]
    I think i recall sometime in the 90's Autozone worked out a deal with its suppliers that they would pay them for the merchandise on the store shelves only after it sells. So regardless of how long it may sit there it does not get paid for.

    With an average annual run rate of about $1.75 million per store, the $74000 number represents about 12 days sales. Excellent cash flow for AZO, not so much for the suppliers.

    Long AZO...wish I had more
    May 29 03:53 PM | 1 Like Like |Link to Comment
  • Stock Buybacks: Squandering Of Shareholder Cash? [View article]
    You did a nice job of detailing situations to prove your theory. However, there are winning stock buy backs and you should include a little positive info just to be fair.

    Autozone is one such winner. They have had an aggressive program going on for many years. The shares outstanding have been reduced from over 150 million to now less than 34 million. The share price has gone from below $100 to today's close of $542. I have a substantial gain which I have paid zero taxes on.

    I love dividends and collect a bunch of them but this buyback is a winner.

    Long AZO, APPL
    Feb 12 05:01 PM | 3 Likes Like |Link to Comment
  • The Only Reason For Automatic Dividend Reinvestment [View article]
    My brokerage keeps track of all gains and losses. I can go online and see my history anytime and when something sells I just print the table and give it to my accountant. Each dividend purchase is aline item showing the up to date gain or loss on each one. My account with Edward Jones does not incur any fees for any reinvestment transactions.
    Jan 29 10:25 AM | 3 Likes Like |Link to Comment
  • Buy Target While It's In The Penalty Box [View article]
    I like your investment philosophy. Buying good companies while the news is negative can and does work. My particular winners lately include Boeing while the 787 problems persisted, Walgreens after the express scripts breakup and the Boots partnership during a time when the pundits said the Eurozone was taboo.

    Target has never been one of my favorites. Their stores are nice, clean and bright. I have no idea how someone could do their primary grocery shopping there. The store near me has a grocery area less than half the size of the walmart super center just down the road. I am mostly a Walmart and sam's shopper, and have been for years. I have also enjoyed nice gains with WMT stock.

    Although stories abound across the Internet, my experience with them has not been one of dirty, messy stores with parking lots full of broken down vehicles ferrying the scum of the earth. I drive a new SUV and I see many nice vehicles at WMT, same with Sam's. But I digress.

    TGT may be a good buy if it continues to slide. In my case I have enough retail in my portfolio and probably won't buy any.

    Long WMT, WAG, SHW, HD, VBA,
    Jan 22 07:11 PM | 1 Like Like |Link to Comment
  • Buy ConocoPhillips And Drip The Dividends For Years [View article]
    There really was a dividend increase in 2012. When the spin off was announced the new management of PSX announced that it was their intention to follow a similar dividend philosophy to COP. This policy was to take place sooner rather than later.

    PSX was spun off May 1st worth $34 per share per 2 owned shares of COP. If you kept the PSX shares you would have received .45 cents per share in dividends. PSX paid .20 cents per share in September and .25 cents in December of 2012. COP stock went down from mid $70's to mid $50's after the spin but continued to pay a .65 cent dividend in each quarter of 2012.

    So at the beginning of 2012 a COP stockholder was expecting around $2.60 in dividends. At the end of the year we had received around $3.05 in dividends from the 2 companies.

    I realize it wasn't a raise, per se, but more money in my account sure looks like one.

    Long PSX and COP
    Jan 21 09:20 AM | 3 Likes Like |Link to Comment
  • Stocks In Play At The Detroit Auto Show [View article]
    I have been thinking of adding Alcoa for several weeks. When Ford announced they are going all aluminum on the new F-150, I pulled the trigger this morning. A good turn around story paying about 1.75% yield.

    Long Ford and Daimler
    Jan 13 05:01 PM | Likes Like |Link to Comment
  • Independent Analysts Expect Vera Bradley To Drift Higher After The Open [View article]
    I disagree with the dead money comments. I have seen lines out the door in their outlet store near me as well as their store in an upscale mall. It is a very popular product line across all age levels and social status. With the new CEO who put Off Fifth on the map and an expanding product line, I am staying with VRA.
    Dec 12 10:09 AM | Likes Like |Link to Comment
  • Microsoft Gets A Rating From Tim Cook [View article]
    I really don't understand the "Global Tablet Market Share" chart. It shows 6 quarters where share numbers start with a total of 95% and then drop to only 58%.

    So, does this mean that somebody else has 42% of the market? Or is it fragmented into many smaller manufacturers?
    Oct 24 06:57 PM | 1 Like Like |Link to Comment
COMMENTS STATS
62 Comments
94 Likes