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  • Supreme Court won't revive Louisiana parish claims from BP spill [View news story]
    Why did BP go down on this news???
    Oct 20 11:56 AM | 1 Like Like |Link to Comment
  • TD Bank upgraded at Credit Suisse [View news story]
    I'm long TD as well as BMO and RY. I have more RY than TD and BMO combined.
    I have bought and sold TD several times. Every time I buy it it goes down. Vector Vest has TD rated as a sell today. Despite that TD is a very solid bank and I think I will grit my teeth and hang on.
    BMO and RY are more comfortable to hold though.
    My 2 cents.
    Oct 17 09:04 PM | Likes Like |Link to Comment
  • McDonald's Is A Speculative Stock [View article]
    Your definition of "speculative" and mine are entirely different.
    Oct 14 04:56 PM | 4 Likes Like |Link to Comment
  • Cracker Barrel Is A Cash Cow, Here's How To Milk It [View article]
    MCD has the largest real estate portfolio in the world.
    It is one of the reasons for its great financial strength.
    Why should CB dilute one of its greatest strengths?
    Selling off prime real-estate and leasing it back is a short sighted strategy.
    Oct 14 10:30 AM | 11 Likes Like |Link to Comment
  • The Anatomy Of A Retail Sector Collapse [View article]
    I agree with the OPI, not only for the short term but especially for the long term. I am avoiding anything related to traditional retail including REITs that are heavily invested in malls.
    I don't know anyone who has not increased their online purchases and decreased their in-store purchases. WMT and TGT aren't going away any time soon but they are certainly not attractive going forward.
    Oct 13 10:31 AM | 1 Like Like |Link to Comment
  • McDonald's Management Needs To Get Off The Sauce [View article]
    I drove past a local strip of fast food restaurants in Western Pennsylvania at 4:15 yesterday afternoon. There were: Dunkin Donuts, Subway, Wendy's, Burger King and MCD.
    There were more cars at MCD than at the other four combined.
    Admittedly this is only one location, but I observe the same thing just about everywhere I go.
    Oct 7 11:18 AM | 3 Likes Like |Link to Comment
  • Mondelez International: A Few Reasons To Avoid This Stock [View article]
    I too got MDLZ by split from KRFT. I sold it a good while ago since it wasn't showing any hopeful signs and paid a puny dividend. I have since also sold my KRFT. The KRFT dividend was OK but it too was apparently going nowhere.
    The split was another example of financial engineering that made money for the underwriters, lawyers and accountants and not for the suckers (Shareholders).
    Sep 28 05:11 PM | 1 Like Like |Link to Comment
  • McDonald's: A Matter Of Taste [View article]
    I have happily held MCD for a long time. I can't tell what my profit is because i have added shares a little at a time and figuring it out would be a chore. It's enough to know that it has risen nicely over the years and didn't slump as much as my other stocks when the recession hit. Did I mention the dividends which were never cut?
    Even though I am a vegetarian I frequently stop at MCD when traveling. Their coffee is reasonably good, there are vegetarian options, their locations make it easy to pull in and out and the great majority of them are quite clean. Their rivals almost never have as good access from the highway.
    Sep 27 10:03 PM | 1 Like Like |Link to Comment
  • Update: McDonald's Raises Its Dividend - My Bearish Thesis Hampered [View article]
    The part of a portfolio which might ordinarily be in bonds can reasonably held in MCD and similar stocks which offer reasonable yield and limited downside risk. Long bonds have considerable downside risk if and when interest rates do rise. Short term bonds offer so little yield that one might as well keep the money in bank checking accounts where it is FDIC insured and readily available
    Sep 24 08:27 AM | 2 Likes Like |Link to Comment
  • The ECB Provides A Reason To Look Overseas [View article]
    Apple closed at $381.21 on the Friday before Jobs death in Oct. 5 , 2011. Since then it has split 7 for 1. It closed at $98.47 last Friday. $98.47 times 7 is $692.79, an 182% increase in slightly less than three years. This doesn't count the fact that in Aug. of 2012 AAPL began paying a dividend which has increased along with the appreciation in the stock price. 1.9% dividend yield at its current price.
    AAPL stockholders may be holding the bag. So far, it's a bag of gold.
    (Long AAPL - 9% of portfolio)
    Sep 7 01:39 PM | Likes Like |Link to Comment
  • BP ruling will force billions more in payouts, but how many billions? [View news story]
    So President Obama and Mr Holder are the bad guys when the court makes a decision that you don't like?
    Save your Confederate money boys. The South will rise again!
    Sep 4 08:05 PM | 2 Likes Like |Link to Comment
  • Even The Council On Foreign Relations Is Saying It: Time To Rain Money On Main Street [View article]
    Don't forget that all wage earners pay 7.65% social security and medicare - or if self employed - 15.3%.
    If that isn't a tax I don't know what it is.
    It goes into the federal coffers and is not put into a "Lock box" as Al Gore suggested. It's a good thing it doesn't, because a giant portion of the nation's wealth would be out of circulation if it were.
    Those who are living paycheck to paycheck will spend most of any windfall promptly and thereby create jobs. It is so simple and logical that it will never happen.
    Sep 2 10:18 AM | 4 Likes Like |Link to Comment
  • McDonald's Version Of Gone In 60 Seconds May Just Be What The Doctor Ordered [View article]
    Will Burger King rise to Tim Horton's level or will they bring it down to theirs?
    In Canada Timmies is the absolutely best fast food place.
    If they can duplicate that kind of food and service in the US. MCD may be in trouble.
    I am long time long MCD. But---Timmies may be a mighty competitor.
    Aug 25 02:51 PM | 1 Like Like |Link to Comment
  • Russia inspecting McDonald's after closing four restaurants [View news story]
    Does anyone know whether MCD's Russian stores are company owned or franchised?
    Aug 21 01:27 PM | Likes Like |Link to Comment
  • Introducing The 'Conservative Total Return' Portfolio [View article]
    I recently ordered a subscription for Office for Mac from MSFT.
    I was totally baffled by the hoops one had to jump through to try to install it. A code was required, but finding out what the code was finally ended up being impossible for me. (Looking for help on the Internet I learned that mine was not an isolated problem) I cancelled the subscription (But had to pay for one month).
    I ordered the same program to be sent to me as a CD. The instructions said that the CD included the elusive code number. A week and a half later I have not received the CD.
    I would not want Office except that I have to be able to open certain business correspondence. My old Word for Mac doesn't work on my new iMac.
    As a long time Mac user I am appalled by this ineptitude. When I order something on line from Apple it installs easily. If I order something to be sent to me it arrives in a day or two.
    Recently MSFT laid off many thousands of employees (I think it was 15,000??).
    Apple is growing as are Samsung and others. MSFT is on a downward path I believe.
    Aug 21 10:31 AM | 1 Like Like |Link to Comment