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Chazuu

Chazuu
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BMO, CLX, CVX, D, ENB, FRT, GPC, KO, MCD, PEP, TD, THI, XOM
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  • Update: Thoughts On McDonald's Investor Discussion [View article]
    Nobody goes to McDonald's anymore. They're too crowded!
    Dec 13, 2014. 04:48 PM | 2 Likes Like |Link to Comment
  • Supreme Court rejects BP challenge to Gulf of Mexico spill settlement [View news story]
    With thousands of stocks to choose from why would anyone want to hold BP???
    Dec 9, 2014. 04:41 PM | 1 Like Like |Link to Comment
  • FDA to require calorie count on menus [View news story]
    Mark Krieger
    Four Cheesburgers! Really?
    Nov 27, 2014. 04:35 PM | 1 Like Like |Link to Comment
  • American Capital Agency Corp.: Is Now A Good Time To Buy This Mortgage REIT? [View article]
    There is no way to predict what the Fed or any other central bankers will do - and what one does affects all the others in this tightly connected world.
    The bankers will react to changing conditions as they occur. Will they raise short rates in 2015? Nobody knows. Will the yield curve flatten? Nobody knows.
    A wise banker friend of mine said that the opinion of the old panel of blue ribbon economists as to the future direction of interest rates was almost always wrong.
    Long AGNC (9% of portfolio). So long as the fat dividend keeps coming I plan to stay long.
    Nov 26, 2014. 11:00 AM | Likes Like |Link to Comment
  • Will McDonald's Buy The Farm Or Bet The Farm? [View article]
    richardsymms--
    Many people living in large cities do not have easy access to markets where they can buy a chicken, fresh potatoes, canned veggies and fresh bread. Here in Pittsburgh, the Hill District, a large area populated almost entirely by low income people, there hasn't been a supermarket or even a local mom and pop store for years. Residents have to go by public transportation out of the area to find a supermarket. Needless to say, this is expensive for them and time consuming. Access to fast food is much easier, and yes, cheaper.
    Happy to say, there is finally going to be a supermarket in the Hill soon. It took a government subsidy to help finance it.
    Nov 25, 2014. 11:38 AM | 1 Like Like |Link to Comment
  • FDA to require calorie count on menus [View news story]
    Many people, including my wife, are on restricted diets. In her case it is sodium. Other people have other nutritional restrictions. In most restaurants it is difficult or impossible to find out what the nutritional components of the various dishes are.
    Publishing this information doesn't hurt anyone and it helps many.
    The FDA is trying to do its job.
    Nov 25, 2014. 08:10 AM | 12 Likes Like |Link to Comment
  • Jana Partners discloses stake in McDonald's [View news story]
    A little perspective:
    1 M shares is a very small drop in the bucket. Vanguard alone holds at least 50 million shares in MCD. There are 973.2M MCD shares outstanding. To me it shows the irrational nature of the market to jump 1.6% on the news of a hedge fund purchase. OK; Jana has astute management, but by owning a very small fraction of MCD's shares outstanding I doubt if they are going to push around anybody at MCD.
    Yes. It's a good sign that they see good value at the current price. That's all I read into it.
    Nov 14, 2014. 12:07 PM | 4 Likes Like |Link to Comment
  • The Dividend Stock Bubble [View article]
    Assuming a substantial rise in interest rates the high priced dividend payers will very likely lose some (Maybe a lot) of value, particularly if rates would climb sharply.
    However, where is the push for higher rates? Every major central bank has an inflation target of about 2%. No major economy has inflation close to the target. (Russia and Brazil have but there are other reasons for that.)
    Demand is soft, labor is plentiful and hungry, there is no scarcity of commodities or manufactured goods. Oil and gas prices are low and may even be headed lower since the Saudis and the USA are producing at rates that keep prices depressed.
    Eventually interest rates will rise, but I can't see it in the next few years at least.
    Nov 13, 2014. 10:52 AM | 5 Likes Like |Link to Comment
  • Supreme Court won't revive Louisiana parish claims from BP spill [View news story]
    Why did BP go down on this news???
    Oct 20, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 05:11 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
139 Comments
187 Likes