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  • McDonald's: A Straw Fire? [View article]
    Would you rather own a franchise in "A&W, Hot Spot, In-Out-Burger, Mikes at The Crossroads, Superburger, Weyden & Brewster, The Habit Burger Grill, Burger King, Jack n The Box, Carls Jr." or McDonalds????
    In our town in southwestern PA, the 4 MCDs are always busy. The other fast food restaurants have very few customers. I wonder how some of them stay in business at all.
    One important point is that every one of the MCDs has a prime location with easy in and out. Most of the "also-ran" competitors have second rate locations. Fast food ain't gourmet! People want it to be convenient, reliable and cheap. That is what MCD offers them.
    Oct 31, 2015. 05:28 PM | Likes Like |Link to Comment
  • McDonald's: A Straw Fire? [View article]
    I agree that MCD seems high now. But waiting for a couple of quarters as the author suggests to see how it goes assures that one will buy at a higher price if all goes well with the company's comp sales.
    Long MCD and holding. (8% of portfolio)
    Oct 29, 2015. 08:28 AM | 1 Like Like |Link to Comment
  • How Great Was McDonald's Earnings Report? [View article]
    Cheap fuel should affect all fast food restaurants equally. It should affect all brick and mortar retailers to some extent.
    Oct 23, 2015. 02:09 PM | 1 Like Like |Link to Comment
  • Is The McDonald's Disaster Getting Worse? [View article]
    Yes, MCD is a sister for the shorts.
    Oct 22, 2015. 11:23 AM | Likes Like |Link to Comment
  • Is The McDonald's Disaster Getting Worse? [View article]

    Orange Peel Investments
    You have been consistently wrong so far.
    I have been amused comparing your continuing prognostications of impending doom for MCD with the judgment of the market.
    If you are correct in the end I will be very surprised.
    Meanwhile I am long MCD.
    Oct 16, 2015. 02:18 PM | 6 Likes Like |Link to Comment
  • Nomura's best ideas in mortgage REITs [View news story]
    VRP is a security that was selling as high as $29.29 in the last 12 months and is now at $24.31. It can hardly be considered low volatility.
    PFF, which holds an index of regular preferred stocks and PXFX, withholds a preferred index without financials, both pay 100 bp or better yields than VRP with about the same volatility.
    Low inflation and low interest (even possibly declining to negative) rates seem to be here to stay for a good while. Why give up yield to guard against the unlikely event of rapidly rising rates?
    Oct 12, 2015. 01:29 PM | 5 Likes Like |Link to Comment
  • Chevron As A 'Low Bar' Investment [View article]
    Low growth with good dividends is desirable but the loss of capital is not. There is no advantage whatever in acquiring a greater number of lower valued shares.
    CVX may increase in value eventually, but why have your capital tied up awaiting for that hoped for day?
    If you want to invest in a slow growth, good dividend payer there are plenty of others to choose from which aren't subject to the vagaries of the petroleum markets.
    Think MCD, KO, JNJ, GPC, SO, T and the like.
    Oct 2, 2015. 08:44 PM | 3 Likes Like |Link to Comment
  • Genuine Parts on watch after bearish Goldman Sachs cal [View news story]
    GPC might be a sell if one is looking for rapid price appreciation. However, for the conservative long term investor GPC should be a core holding. It is a dividend champion and has raised its dividends for 59 consecutive years. Their CEO has purchased 18,000 shares since August 2014.
    Sep 30, 2015. 09:52 AM | 4 Likes Like |Link to Comment
  • How Is AGNC Coping With The Falling LIBOR Curve? [View article]
    Vanguard REIT Index Fund
    Class Inv (VGSIX)
    has returned 6.9% during the past 10 years.
    It is tough to beat a low cost index fund by investing in individual securities.
    Vanguard has made a pretty decent return, but the individual components of the index have had a lot of volatility. I dare to own some AGNC and some O, but I keep them at or below 5% of my portfolio.
    Sep 26, 2015. 05:38 PM | Likes Like |Link to Comment
  • Taking A Bite Out Of The Golden Arches - Bearish [View article]
    Writing naked options is not investing. It is gambling.
    Lots a luck!
    Sep 21, 2015. 03:00 PM | 4 Likes Like |Link to Comment
  • Yes, Of Course The Fed Will Raise Rates - Here's 6 Reasons Why [View article]
    Those who worry about the oldsters who used to be able to live on their interest payments may have forgotten that in those more inflationary times the dollars in those interest bearing accounts was losing purchasing power at a much faster rate than today.
    Living off interest as a long term strategy has always been a loser.
    In the long term, every currency is cheapened by the issuing governments who need to do so to pay off their debts. Borrow a 100 cent dollar and pay it off with a 90 cent dollar. It is the oldest ploy of every government since ancient times.
    Sep 16, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • Sunoco Logistics Partners - Nice Stock Amid Declining Oil Prices [View article]
    I do agree with your concern. However, I have been long SXL since its IPO many years ago. Foolishly I reduced my holdings a few times and always regretted it and bought back in. Even if SXL is not able to continue to increase its payout I believe it has the strength to continue a reasonable dividend payment. In the case of a possible long decline in the overall market that gives me a reason to stay long.
    Sep 9, 2015. 11:28 AM | 1 Like Like |Link to Comment
  • Dividend Investors Should Not Be Fooled By McDonald's [View article]
    For an older, conservative investor (me), MCD is a strong hold. I agree it is certainly not a strong buy. What I like the most about MCD is the downside protection. The world economy is stagnant and the USA is only marginally better. Any unknown disruptive event could easily tip the market into a deep decline. A secure dividend and reasonable downside protection are worth more to me than the risk of slowing growth.
    Sep 3, 2015. 04:29 PM | 8 Likes Like |Link to Comment
  • McDonald's: Show Me The Real Estate [View article]
    Spinning off the real estate would be a bonanza for the underwriters. The idea has great appeal to those who care nothing about the company's long term health, but who seek an immediate profit. Other stakeholders - not so much.
    The dealmakers would then dump the stock and move on to pillage another company.
    Sep 2, 2015. 10:07 AM | 1 Like Like |Link to Comment
  • Better 6% Dividend Stock: ConocoPhillips Or Chevron? [View article]
    Fcfrag and dentss
    “Wash sale” rules will prevent recognition of the loss if a substantially identical security is purchased 30 days before or after the “loss” sale. Since there are complex rules regarding wash sales, investors should carefully review any tax-loss strategy with their tax advisor.
    Aug 27, 2015. 10:46 AM | 1 Like Like |Link to Comment