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  • 3 Ways To Analyze Your Retirement Portfolio [View article]
    "Make that $80,000 if the portfolio is two million"

    Why not construct a portfolio of stocks that pay close to 3-4% and just live off the dividends? There would be no need to sell your principle. You would get your quarterly checks and your net worth would still increase because you would still own the shares.
    May 20, 2015. 12:21 AM | 2 Likes Like |Link to Comment
  • Peter Lynch: Right Then, Right Now [View article]
    One of the reasons the Magellen Fund did not perform as well after Lynch left was because of its size. Being big is a big hindrance to future returns.
    May 20, 2015. 12:10 AM | 1 Like Like |Link to Comment
  • Why Great Dividend Growth Awaits Citigroup [View article]
    The problem investing in bank stocks is the same problem that plagues many individual investors.....greed.
    Bankers, in the pursuit of higher returns, over-leverage, just like the average Joe.
    Now if the managers of the bank are prudent, that could be a different story. But what if the managers leave and are replaced by dummies.
    May 19, 2015. 11:53 PM | Likes Like |Link to Comment
  • Why You Shouldn't Put Too Much Weight On Dividends [View article]
    GM is not a good example of a dividend stock to hold long term. It is in a very capital intensive business with very little competitive advantage.
    The sweet spot in dividend investing is around 2.5-3%. The yield on cost from that point on will continue to rise over time, provided the company has a sustainable competitive advantage.
    May 19, 2015. 11:18 PM | 1 Like Like |Link to Comment
  • Disney's Fair Valuation Makes Me Want To Shy Away From It Right Now [View article]
    Most of the money generated by the Star Wars franchise was from selling toys. There is no doubt in my mind that this will continue and become a cash cow for DIS
    May 18, 2015. 02:02 PM | 1 Like Like |Link to Comment
  • Why You Should Buy Monster Beverage On The Dip [View article]
    If one is holding long term, I see no reason for any worries
    1) This is a transitional period. When a company is transitioning to a new system, whether that is a new computer system, distribution system, there will be some hiccups. You can't expect the same level of excellence until everything is in place
    2) "If in addition to making adjustments discussed earlier, professional service costs relating to the Coca-Cola transaction and the additional payroll taxes are excluded from the operating costs, operating income would have been 24% income would have been 21% higher and diluted earnings 20.9% higher ...than....for the same quarter in 2014"
    May 8, 2015. 01:22 PM | Likes Like |Link to Comment
  • Disney's Dividend: Eliminate It [View article]
    I guess there are two issues here. You can have a law. But how much of it is actually enforced?
    May 8, 2015. 01:09 AM | 1 Like Like |Link to Comment
  • Under Armour's First Quarter Earnings Reaction Proves What It Needs To Do [View article]
    Check out the youtube clip involving UA and The Avengers Age of Ultron. Brilliant move by UA
    Apr 23, 2015. 12:19 PM | 1 Like Like |Link to Comment
  • Masterful move by Under Armour in golf [View news story]
    There will be corrections along the way, thats for sure. The question is, how big of a correction. If you place the limit buys too low, you may never get in.
    Apr 14, 2015. 11:35 AM | Likes Like |Link to Comment
  • Masterful move by Under Armour in golf [View news story]
    Here's the thing about UnderArmour.
    Listen to his interviews. Even though he was not a great "student" in school, he is extremely focused and relentless. Since he is only 41 y.o. he has a long runway ahead of him. Betting on UA is betting on both the horse and jockey.
    Apr 14, 2015. 12:00 AM | 1 Like Like |Link to Comment
  • Under Armour Looks Expensive, But I Think It's A Buy Here [View article]
    Kevin Plank did a very smart thing. He locked up Jordan Spieth to a 10 year contract with Under Armour. This is the key.....only Under Armour apparel will be worn from head to toe. If Spieth can maintain the lead and win the Masters, this should bring alot of positive exposure to UA. What Spieth has done to this point is quite amazing.
    Apr 10, 2015. 01:52 PM | 3 Likes Like |Link to Comment
  • Visa Or MasterCard For Your Retirement Portfolio? [View article]

    I hope you are right about that. But google "Craig Wildfang Apple and threat to Mastercard". Applepay could be the trojan horse for banks and credit card companies.
    Dec 29, 2014. 11:19 AM | 2 Likes Like |Link to Comment
  • Visa Or MasterCard For Your Retirement Portfolio? [View article]
    One needs to keep a very close eye on Apple. If ApplePay takes off in the future, would Apple even need the credit card processors?
    Dec 28, 2014. 11:47 PM | 2 Likes Like |Link to Comment
  • Herbalife: Last One Out, Turn Off The Lights [View article]

    Its all about the FTC and only about the FTC for both short and longs. One can argue and write all day long and it will be pointless because HLF left alone will not collapse on its own. Only a complete shutout will result in a win for the shorts. Betting on or against HLF is essentially betting on what the FTC will do. How likely will the FTC completely shut down HLF? That is for the investor to decide and place bets accordingly. (traders can money both ways)
    For those who say the recent HLF financials show iminent collapse
    look at the recent results from TUP, Ko, GIS. Not so hot. They are interchangeable.
    A 4% drop in N America for HLF, the epicenter of bad publicity is to be expected.
    Hlf is projected to generate about $650million in cash in2015. This is equal to the trailing 12 month numbers. This is NOT consistent with a company about to collapse. If those numbers can be achieved, that would be pretty remarkable and would argue very strongly that HLF will not collapse. Remember, we are about 2 years into this unprescedendent attack and to maintain stable a stable cash flow would be very telling. As long is one is not using margin, one can enjoy the show without much worry.
    Nov 8, 2014. 12:42 PM | 4 Likes Like |Link to Comment
  • These Were Some Of The Warning Signs Before Herbalife's 3rd Quarter Disaster [View article]
    A company a few days ago reported these numbers
    - 1% decline in sales
    - 15% decline in operating income
    - net earnings down 25%

    Another company reported these numbers
    - 2% decline in revenues
    - 13% decline in eps
    - volume growth of 1 %

    Clearly, those two companies have reached their saturation point. What are the names of the two companies? General Mills and Coca Cola.

    Perspective is very important. KO and Gis still have a PE of 17-20. The PE of hlf is about 8.

    One last point that is fascinating. Despite all the negative pub surround hlf, the sales in N America only declined by 4%.

    Compare that to other consumer staples where sales/volume in many cases have been declining despite massive marketing efforts.
    Nov 4, 2014. 10:58 AM | 4 Likes Like |Link to Comment