Seeking Alpha

MacKay Dave

MacKay Dave
Send Message
View as an RSS Feed
View MacKay Dave's Comments BY TICKER:
Latest  |  Highest rated
  • Why McDonald's Stays In Our 1% Portfolio [View article]
    I am sure you had your sharp pencil out before starting to write this article.... you seem to be pretty careful as to what you spend money on.

    McDonalds has gone through some rough years with economies fluctuating and are now adapting to different marketing techniques, they will test different things until they find the winner.
    Feb 4, 2015. 04:11 PM | 1 Like Like |Link to Comment
  • The Canadian Dollar Slips On An Oil-Slicked November GDP [View article]
    The yield on bonds indicates that a recession is close, already some inversion showing.
    Feb 4, 2015. 04:06 PM | Likes Like |Link to Comment
  • Why McDonald's Stays In Our 1% Portfolio [View article]
    McDonald's coffee is gaining favor against local competition. Some shifts in their Canadian comptetition will enhance McDonald's as months pass.
    Feb 3, 2015. 01:05 PM | 2 Likes Like |Link to Comment
  • Deep Value Play Of The Year: Helmerich & Payne [View article]
    You could be quite right about a bottom being in for this one. The Point & Figure target is $94.00.

    http://bit.ly/1zPXFfD
    Feb 3, 2015. 12:53 PM | Likes Like |Link to Comment
  • TD Bank Long Case: Largest EPS Growth And Heavy Exposure To The American Economy [View article]
    There are some people currently discussing 60 cents as a bottom and settling at just under 70 cents.
    The story regarding Canada is just starting to unfold and today may be premature as to establishing a bottom for the Canadian dollar.

    It will take a long time for these battered companies to retool and start again.
    Feb 3, 2015. 12:47 PM | 1 Like Like |Link to Comment
  • TD Bank Long Case: Largest EPS Growth And Heavy Exposure To The American Economy [View article]
    Do the recent downgrades affect your conclusions?
    Feb 2, 2015. 06:22 AM | Likes Like |Link to Comment
  • Valuable Insights And Seeking Alpha [View article]
    I have been looking at your posts, had not seen that one yet....

    I need the 'library', thank you.

    The more I see, the more questions arise.... I am finding this most fascinating.

    The one comment you made about 'unloading' really opened my eyes as to assessing future potential. I have an idea that the pencils in your office are very, very sharp as you evaluate situations.

    Thanks again!
    Jan 31, 2015. 12:57 PM | Likes Like |Link to Comment
  • Don't Discount Bill Ackman [View instapost]
    Mr Ackman must be very skilled to take on a railway as a project. There is a lot of skill in his company.!
    Jan 31, 2015. 07:39 AM | Likes Like |Link to Comment
  • Gouging Is Good [View instapost]
    Gouging provides opportunity to increase supply and that may be quite beneficial to all.
    Jan 31, 2015. 07:14 AM | 1 Like Like |Link to Comment
  • Valuable Insights And Seeking Alpha [View article]
    My thinking is that these people try to get a certain success which is not always attainable on each selection, so they have to make some sort of re evaluation, as Chris mentions, and perhaps adjust the position.

    I am finding the value approach to be really interesting, as a daytrader I will have to do a lot of learning to understand the long term approach. Lotsa reading ahead!!
    Jan 31, 2015. 06:54 AM | 1 Like Like |Link to Comment
  • Valuable Insights And Seeking Alpha [View article]
    Thanks Chris.!
    Jan 30, 2015. 05:15 PM | Likes Like |Link to Comment
  • Valuable Insights And Seeking Alpha [View article]
    I am no fund manager but I assume a loser would be allowed to deteriorate only so far before it gets replaced.

    It would be interesting to know just what metrics these people use to make their 'unload' decisions.
    Jan 30, 2015. 09:08 AM | 2 Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of International Paper Company [View article]
    Thanks Ben. The market for this companiy's products is probably getting tighter, it may be a while before it will qualify based on all the Graham criteria.
    Jan 30, 2015. 06:03 AM | Likes Like |Link to Comment
  • Deep Value Play Of The Year: Helmerich & Payne [View article]
    Most enlightening! Thanks for this.
    Jan 29, 2015. 04:17 PM | 1 Like Like |Link to Comment
  • Will The Fed Bring Down SLV? [View article]
    I quite agreee that there is inflation, there is an insidious rise in prices in many areas.
    Somehow the numbers must be adjusted to hide price increases.
    Jan 29, 2015. 03:44 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
278 Comments
212 Likes