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Mark Stanford

Mark Stanford
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  • McDonald's: Improving China Sales A Relief For Sagging U.S. Business [View article]
    I'm thinking to win in this market, some special sauce being applied to supply chain quality control might win them over. i.e., setup some sort of testing/inspection division of the company and advertise how the raw product is quality controlled in ways that out do the competitors. Long McD.
    Jul 22, 2015. 11:49 PM | Likes Like |Link to Comment
  • Microsoft 'Mobilizes' The PC [View article]
    In my opinion, the MS tile interface is inferior to pretty much everything else. My business and clients cling to win 7, and I curse at my Xbox One as I try to play Blue Rays and and Walmarts Vudu streaming service. I have 2 PS3s in use for set top boxes that I deem far superior in the role. MS needs to realize that change is not good simply for its own sake. Office menus have also been degraded by the same thought patterns. Don't change stuff that already works great. Windows XPs fly out menus are also superior to windows 7 what ever you call those micro compact menus that are difficult to use. Discloser, heavily long micro shaft
    Jul 12, 2015. 02:12 AM | Likes Like |Link to Comment
  • Broadcom Shareholders: Don't Spend The Money Yet If You're Still Sitting On The Stock [View article]
    Amazing, considering the domestic destruction Obama proposes with the TPP.
    Jun 1, 2015. 02:42 AM | 1 Like Like |Link to Comment
  • McDonald's: Too Little, Too Late? [View article]
    Fried apple and cherry pies are the best. They are still available in the corporate HQ restaurant, in the woods off Jorie BLVD.
    Jun 1, 2015. 02:35 AM | Likes Like |Link to Comment
  • McDonald's: Too Little, Too Late? [View article]
    If I were in charge at McD, I wonder what I would do to turn things around?

    What if they sold food that was exactly as good as Five Guys or Shake Shack? What is the key attribute of this type of burger improvement? I'm thinking super quality bun and super quality meat patty that tastes as good or better than the competition.

    They could offer the new burger alongside the old menu, as to not shock the customer base by removing existing items. (Though this smacks of the Arch Deluxe, McLean Delus and Angus Burger I suppose. The differentiators would be the new burger would actually live up to the hype.)

    What do you guys think? Long insider.
    May 5, 2015. 09:42 AM | 2 Likes Like |Link to Comment
  • Gold Crash: Our Asset's Bitter Fall From Glory - Are You Prepared? [View article]
    Gold is on approximately a 40 year cycle of ups and downs. So it's purchase is based on extremely long buy and hold basis. I remember a high school buddy bragging about buying 1 oz Krugerrands $800 a pop in 1981. I'll be 93 years old when gold peaks again. It dipped to about $260 in 1982.

    I will go long physical gold when it hits $500 in today's dollars.
    Apr 21, 2015. 03:40 PM | Likes Like |Link to Comment
  • Abbvie's 'One Trick Pony' Faces Patent Expiration In 2016 [View article]
    Yes, similar to the patent "expiration" of Viagra.
    Feb 24, 2015. 08:59 AM | Likes Like |Link to Comment
  • Greasy┬áBurgers Are Still Selling, Just Not At McDonald's [View article]
    Factoid - McD baked apple pies are higher fat than the old fried pies, which I thought tasted way better. A degradation of quality in deference to the politically correct "healthy eating" movement.

    I think the deluxe burger is as good as any other lettuce and tomato burger out there, with the possible exception of the bun quality. Ensuring the buns are the highest quality and ultra fresh would go a long way towards improving customer perceptions.

    Long and will go longer if the price really dips, say below $86, my current cost basis. I'm a dividend investor.
    Jan 23, 2015. 10:14 AM | Likes Like |Link to Comment
  • Whither Windows 10? [View article]
    Should succeed if:
    1. They don't eff up the user interface like 8.0
    2. Is much more resistant to hacking and viruses
    3. Is rock solid stable.

    From a humble enterprise application developer.
    Jan 20, 2015. 04:56 PM | 1 Like Like |Link to Comment
  • Apple: ARM-Based Macs Are Not Only Feasible, They May Be Inevitable [View article]
    Mark your article is full of half baked assertions that hold little water. Apple will use its own ARM designs like A8 and A9 in most of its products, but Mac users don't want to compromise on performance. That means Intel processors. Samsung and others having 14nm parts it 2015 is extremely unlikely, considering how long it took intel to bring out 14nm finfets to production. Planar stuff cannot go that small for physics reasons, hence intel will have both the lowest power consumption and highest performance. As long as they don't muff there 2-3 year lead on process nodes, Intel is here to stay in all high end machines.
    Jan 15, 2015. 09:49 PM | 1 Like Like |Link to Comment
  • Boom Goes The Dynamite: Oil's Price Crash Is Going To Rip The Global Economy To Shreds [View article]
    I planning to go long oil related stocks with all my dry powder soon. Anyone have a link a to an article or 2 that compares oil companies? One that compares pipeline MLPs? I've been long COP since $57. (Nice divi) Looking for additional oil sector holdings.

    My thesis is to generate big dividends that I reinvest until retirement, the live off them. Hopefully they will cover my min required distributions.
    Jan 13, 2015. 02:50 PM | 2 Likes Like |Link to Comment
  • Medley Capital: BDC Risk Profiles [View article]
    Started a position in MCC yesterday.
    Sep 9, 2014. 02:05 PM | Likes Like |Link to Comment
  • AbbVie beats by $0.06, beats on revenue [View news story]
    I think the pending Walgreen WAG inversion with Boots UK Limited will get even more publicity due to the public nature of the retailer.

    Very long ABBV, in an IRA.
    Jul 25, 2014. 12:17 PM | Likes Like |Link to Comment
  • Microsoft retail stores celebrate the arrival of Surface Pro 3 [View article]
    Yawn... (long MSFT, INTC.)
    Jun 11, 2014. 04:37 PM | Likes Like |Link to Comment
  • Is Windows An Ecosystem In Decline? [View article]
    Like probably 1/2 to 1 billion people I have no interest in learning a new UI to replace one I, and others, have spent nearly 2 decades learning. MS also did this stuff with the office products, and all I could do is swear while I looked for functions in the new "menus" that I used previously. Can anyone say "Ribbon"?

    The new, modern "Metro" UI is so much that I still use windows 7, as does the fortune 50 I work for. I will wait for Windows 9 Steve and Bill, or would go Mac immediately if I could. (Can't due to my job designing and building custom logistics systems using tools that are only available on windows.) Forcing old people to learn a new UI just because someone thinks it's "cool" is just the opposite.

    Software UI and car styling are 2 unrelated things. Newer does not automatically mean better.

    Disclosure: long MSFT, INTC (I don't let my personal passions come into my investing, or at least try not to.)
    Apr 14, 2014. 02:22 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
62 Comments
93 Likes