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kata

kata
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  • Verizon CEO McAdam got 16% raise in 2014 [View news story]
    First let's get it straight, they are Compensation Committees and they assess how much CEO's in comparable businesses are getting paid and supposedly they set salaries accordingly. So if some CEO's are grossly overpaid, then presumably its fine for all CEO's to be equally grossly overpaid.

    And the amounts don't have to do with how well their stock is doing. One hopes the stock will perform well if the Company does well, is innovative and continues to reward Shareholders. In Verizon's case, that is usually in the form of a dividend increase as that is the reason most Shareholder's buy value stocks.

    And we are not talking about income inequality, whatever that means. The phrase Income Inequality is nothing more than a talking point for some mindless political drone who has no idea what he or she is saying anyway.

    We are saying that 18Million is too much to pay anyone, save innovative geniuses like Steve Jobs or Mark Zuckerberg, and is a ripoff of the Shareholders who are the Owners of the company.

    And the only thing worse than finding a palatable way to overpay mediocrity, in Verizon's case, is to get the government involved at any level, for any reason.
    Mar 24, 2015. 08:38 PM | 3 Likes Like |Link to Comment
  • Verizon CEO McAdam got 16% raise in 2014 [View news story]
    How much did you say they raised the dividend by?
    Mar 23, 2015. 05:32 PM | 8 Likes Like |Link to Comment
  • Stocks stage sharp turnaround, yields dive following dovish Fed news [View news story]
    Did you ever get the feeling that you wanted to go, then you get the feeling that wanted to stay, stay, go, go, stay, Way to go Janet, remarkable.
    Mar 18, 2015. 03:59 PM | Likes Like |Link to Comment
  • Dividend Smackdown: Exxon Mobil Vs. McDonald's [View article]
    XOM has the opportunity to buy up lots of great cheap acreage and if you don't like burgers don't go to Shake Shack, its still a burger. Maybe a healthier Buffalo Wild Wings or Domino's pizza sounds better, extra cheese please.
    Mar 14, 2015. 10:47 PM | Likes Like |Link to Comment
  • Dividend Smackdown: Exxon Mobil Vs. McDonald's [View article]
    And maybe McD's will start making McVeggie Nuggets
    Mar 14, 2015. 02:45 PM | 1 Like Like |Link to Comment
  • Dividend Smackdown: Exxon Mobil Vs. McDonald's [View article]
    Production growth with the world over supplied and the dollar going still higher? I wouldn't think so. Not until the cheap euro spurs European growth and China decouples and the US grows faster than 2% and that unfortunately looks murky at best.

    BTW, I suspect that XOM is well hedged for the currency issues and plans a long time in advance and borrows when its advantageous for them to do so.
    Mar 14, 2015. 02:44 PM | 1 Like Like |Link to Comment
  • Dividend Smackdown: Exxon Mobil Vs. McDonald's [View article]
    I think he just sold his entire stake in XOM, some 3B or so. Another mistake?
    Mar 14, 2015. 02:33 PM | Likes Like |Link to Comment
  • Intel: Time For Some New Management [View article]
    Maybe, but it sounds like you're whistling past the grave yard.
    Mar 13, 2015. 04:09 PM | Likes Like |Link to Comment
  • A Hardwood Flooring Insider's Take On Lumber Liquidators [View article]
    They should eschew the product and ensure all customers that all products are properly tested and that all tests are passed with flying colors and they should post the test results on the walls of their stores. It doesn't matter if the test is accurate or not. The reputational risk is real and they should have already addressed it. You deal with bad news quickly and you decry it, period. It wont matter for LL bottom line in the long run if they sell something else instead.
    Mar 13, 2015. 12:36 PM | 1 Like Like |Link to Comment
  • A Hardwood Flooring Insider's Take On Lumber Liquidators [View article]
    But Chinese wallboard and Chinese vitamins and Chinese pet food and Chinese toys and Chinese pharmaceuticals and now Chinese laminate (does that include the laminate that's used in furniture and chip board and pressed board?) And who knows how many other products are as shoddily overseen or do Chinese manufacturers simply ignore environmental and health concerns. How comfortable are you with buying any children's product made in China?

    I certainly don't believe almost anything I read in the media but if I have a choice, I'd rather avoid.
    Mar 13, 2015. 12:06 PM | 1 Like Like |Link to Comment
  • Intel: Time For Some New Management [View article]
    driverless cars? Are you serious? unlikely at best. If that's their future, they are toast.
    Mar 13, 2015. 11:55 AM | Likes Like |Link to Comment
  • Intel: Time For Some New Management [View article]
    I don't know, their margins looked pretty good to me. Business pc's are the problem and that's because business is the problem. The US is only growing at around 2% and the rest of the world isn't much better, some worse. Productivity is even falling not rising and the dollar is in a currency war. And you expected better?

    Few new businesses, few new employees, few new pcs. Should INTC have confronted that last qtr., probably so. But I guess they thought the world would be better sooner. Be that as it may, INTC has been and is moving into other directions and rightly so. The internet of things will replace the growth in pcs because every one of the billions of connected things will need to speak to a server somewhere and INTC will command a higher PE because they are maintaining margins while repositioning their business.

    But it is going to take time and I would like to see INTC picking up some foreign acquisitions while they are cheap and the dollar can buy a lot.
    Mar 12, 2015. 07:07 PM | 3 Likes Like |Link to Comment
  • Intel Warning Reinforces PC Reliance Issue [View article]
    Its a 2% economy with small and mid size businesses hurting. Most of the US hiring is in low paid service jobs. The world outside of the US is hurting so badly its infusing itself with QE which is driving down their currencies and pushing up the dollar and hurting all US based multinationals. None of this is new news except that Intc somehow managed to keep margins up.

    How about INTC at least think about some innovative acquisitions that are actually accretive. There has rarely been a better time to borrow. That would be nice since I doubt the world economy is going to change much any time soon.
    Mar 12, 2015. 01:59 PM | 2 Likes Like |Link to Comment
  • A Hardwood Flooring Insider's Take On Lumber Liquidators [View article]
    Not a sneaker fan, just not my style, Arche, Rabotin, Choo, Chanel, will try on anything made in Italy, so many to choose from, so little closet space.
    Mar 12, 2015. 11:19 AM | Likes Like |Link to Comment
  • A Hardwood Flooring Insider's Take On Lumber Liquidators [View article]
    Ken,

    The same protocol and the same result re: mercury. Still in the bones, not the flesh. Enjoy.
    Mar 12, 2015. 11:11 AM | Likes Like |Link to Comment
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