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dgotshalk

dgotshalk
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  • Strong underlying April comp at Costco [View news story]
    You do not have to be Peter Lynch to recognize a winner when you walk around a Costco. It just gets to be more and more fun. And its getting later and later for somebody else to do what they do?
    May 7, 2015. 08:10 AM | 4 Likes Like |Link to Comment
  • Exxon statement says U.S. needs to adjust energy policies [View news story]
    Maybe you should just drink a glass of "Frackle". It is sold and consumed all over the Midwest heartland of our country and they love it.
    Mar 14, 2015. 09:08 AM | Likes Like |Link to Comment
  • Exxon statement says U.S. needs to adjust energy policies [View news story]
    No company takes a longer view of energy supply and use than Exxon.
    They are the only organization in the world that has a 50 year plan that they stick with hell or high water. Their priority #1,2,3 like most Americans is to be energy supply independent of OPEC. It saves lives, it saves freedom, it saves the 300 year old democratic experiment called the USA. Once that 100% independence is achieved you can dig up all the anti Private industry crowd led by Ed Markey and Elizabeth Warren and Obama and the environmental claque and make adjustments.
    Mar 14, 2015. 09:05 AM | 1 Like Like |Link to Comment
  • Costco Wholesale declares $5.00 dividend [View news story]
    Costco is the future of retail. What a privilege, honor, and pleasure to shop at that place. The smile today on the help is what makes you feel great to own a few shares. Employees are paid bonuses every year in stock.
    Jan 30, 2015. 08:38 AM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
44 Comments
119 Likes