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dgotshalk

dgotshalk
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  • Is It Time To Buy Exxon And Other Big Oil? [View article]
    Keep up with comments from Daniel Yergin and you will be knowledgeable as to about where OPEC oil will be over the next three months and then where it might be over the next three years. Quite a difference. You will also be knowledgeable as to its effect on North American oil and gas exploration and production. So far his comments are quite destructive as to OPEC and quite constructive for North America. And he is no politician and does not represent any energy interests.

    Good solid trustworthy advise.
    Nov 29, 2014. 06:15 PM | 2 Likes Like |Link to Comment
  • Costco's Multiple Competitive Advantages And Potential For Dividend Growth [View article]
    Costco's major long term strength might easily be the collection of talent that has honed very niche skills in supplier relations and how to offer huge distribution at a profit but at a cosmetic uniqueness cost that is acceptable to the supplier. What Costco buyers do takes long experience, great skill, and unique distribution capabilities. There is no retailer out there that competes with them in the development of these skills for their buyers. The reason is the structure of their distribution and the size of it.
    Nov 13, 2014. 09:11 AM | 2 Likes Like |Link to Comment
  • Superior Business Model Gives Costco Competitive Advantage [View article]
    This is the most accurate report I have ever read about Costco.
    How they have trained their buyers to execute. This is not easy. It takes talent and experience. I believe the company has a monopoly in total strategy. I see no competition. BJ's and Walmart are hampered by either lack of size or an entire different business strategy surrounding them.
    Nov 5, 2014. 08:26 AM | 1 Like Like |Link to Comment
  • How Does Costco Look Prior To Earnings? [View article]
    I do not understand the comparison. Costco has a near monopoly on its strategy.
    If you do not understand how Whole Foods, Kroger, Walmart, and Target do not compete with each other you should not be an analyst. The only thing they have in common is they are all retailers of food to some degree and to some percentage of their business. Take a day and interview the buyers or suppliers of all these completely different businesses and get an education.
    Oct 5, 2014. 09:50 AM | 2 Likes Like |Link to Comment
  • Costco Unbelievably Expensive At Current Levels [View article]
    Here is at least one investment advisor I would stay away from.
    Of all the 10 thousand stocks that he might recommend to short he picks out
    Costco? Got shop there once and puchase a hot dog and soda for $1.50 and watch.
    Then if you are an idiot, place a short.
    Sep 4, 2014. 08:30 AM | Likes Like |Link to Comment
  • Berkshire Hathaway reports Q2 results [View news story]
    low cost diversified investment.
    dividends invested for you professionally
    dividends undeclared and therefore accumulate tax free
    reasonable inside management salaries
    Win Win to me
    Aug 1, 2014. 07:11 PM | 17 Likes Like |Link to Comment
  • Altria misses by $0.01, misses on revenue [View news story]
    Its not a growth stock. Be happy with the dividend of 5%. Sell when you see the dividend fall below that. Buy when the yield is over 6% . They are selling poison. You need to be paid well for investing in that stuff.
    Jul 22, 2014. 07:15 AM | Likes Like |Link to Comment
  • Wal-Mart Or Costco: Which Discount Retailer Is Best For Dividend Growth? [View article]
    The above analysis leaves strategy and market exposure out. Its like trying to compare apples and oranges. There is no relation. If you had the two stores abutting each other you would notice a different market of customers. The above analysis does not recognize it. He might be better off working for a month or two in each business.
    Jul 16, 2014. 12:58 PM | Likes Like |Link to Comment
  • Proposed Energy Transfer pipeline for Iowa surprises environmental groups [View news story]
    Number one priority is our country's independence from the Middle East.
    Number two priority is avoiding the shipping of energy over rail.
    Number three priority is avoiding any serious environmental damage to Iowa.

    Accomplishing all three and adding industry, jobs, and dignity to Americans should be the gravy that results.
    Jul 11, 2014. 08:13 PM | 3 Likes Like |Link to Comment
  • Costco Is Experimenting To Attract A Younger Generation [View article]
    Key driver to Costco's growth is not the membership fees. What drives people to pay those fees is a unique process of inventory management.
    How Costco management has designed a process to train their buyers to accomplish that inventory management is unique in the retailing industry. As they grow it becomes harder and harder for a competitor to come on the scene. That talent in management and process is the key. If not for that there would be no reason to pay a fee to belong there.
    Jun 26, 2014. 12:14 PM | 1 Like Like |Link to Comment
  • BNSF, Canadian Pacific ordered to disclose plans to speed grain shipments [View news story]
    Who decided that rail shipments of fuel is better than pipelines?
    Creating more pipelines starting with the Keystone and then
    creating tax incentives for the railroads to refurbish gangbusters
    might be the two obvious answers instead of a blame game that
    delegitimizes private industry?
    What is the Federal Government going to do to help instead of hinder the situation?
    Maybe the Sierra Club can figure it out? although they will probably say the country does not need more fuel just food?
    Wish they could say that to Al Quaeda in the Middle East?
    Jun 24, 2014. 05:49 PM | 1 Like Like |Link to Comment
  • International Game Technology issues statement on buyout talk [View news story]
    Interest starts at $20 a share!
    Jun 16, 2014. 09:24 AM | Likes Like |Link to Comment
  • Costco revenue climbs 7% in April [View news story]
    Just walked out of one. Its the happiest experience you can possibly see in retailing.
    Customers help themselves to mdse, graze away like children in a candy store, grab a group of empty boxes to carry the mdse they buy, plus a few extras for at home, pay to get in, meet happy well paid workers, if needed, return whatever they please, purchase clothing without a try on, push their own cart out the door, eat or snack a meal at a ridiculous low price, bring home a pizza at a great price, drink a never ending soda and arrive home happy as a bee. Who ever thought of this? A great fun filled consumer experience. Plus an unsupervised playground for the kids, with snacks to graze. Unbelievable! Now that is a formula for a great business.
    May 8, 2014. 06:18 AM | 1 Like Like |Link to Comment
  • Luck, Skill And Concentrated Portfolios [View article]
    Where else can you invest into a product that is diversified, zero maintenance, tax free dividends invested for you, with a very low fee if any.
    May 5, 2014. 02:42 PM | 5 Likes Like |Link to Comment
  • No Discount On Costco's Shares [View article]
    If I was an analyst describing Costco the last reason I would invest in them might be its membership income. I would place much more emphasis on its unique process of
    retail strategy. It has become monopolistic. I know of no other retailer that trains its buyers to stock their stores in the manner Costco does. As a former retailer the first skill you learn is inventory management. You learn it well or you die. Inventory cost is your first, second, and third most important cost to control. Asssortment is a key skill. Costco limits it better than anybody. You learn to inventory uniquely packaged quantities. You learn to inventory unique packaging and cosmetics to very similar greatly desired products sold by others. You provide large enough orders to attract the most desirable brands to work with you in accomplishing your inventory investment. its not simple. Its not easy to copy. Costco does it far better than others.
    All their comps greet you with an array of sale signs 10% to 80% off on every item in their stores. Not one sale sign in a Costco. Somebody told them that if you interviewed the average customer today in an American retail store you would find out less than 20% know how to figure what % means.
    Apr 27, 2014. 09:28 AM | 1 Like Like |Link to Comment
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