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  • Omega Healthcare Is A Classic Textbook Model Of Repeatability [View article]
    Will be looking looking forward to the SWAN article. MOOSE, thanks for asking for it.
    Apr 25, 2015. 08:23 AM | Likes Like |Link to Comment
  • Omega Healthcare Is A Classic Textbook Model Of Repeatability [View article]
    The financial websites cause a lot of coronary misfunctions, I think. Heck, Yahoo can't even find time to change KFT to the new KRFT. Thanks for straightening out this divvy thing. I was about to dial 911.
    Apr 22, 2015. 10:29 AM | Likes Like |Link to Comment
  • The Outlook For Spain And The Eurozone [View article]
    Thanks for your reasoned response. One thing will eventually have to change. People will have to take hold of their lives, learn to take responsibility themselves instead of looking to the government to take care of them. People on paro think they are on a paid vacation. And for many young people the best thing is to become Un funcionario, a bureaucrat. I don't consider Spaniards retards, but the mental reliance on the corrupt assholes running the country has to be broken. Thanks again, and may you enjoy life in Spain. I still think it is the best lifestyle/travel opportunity in Europe.
    Apr 22, 2015. 08:55 AM | Likes Like |Link to Comment
  • Apple: Betting Big On The Camera [View article]
    Would the comments in the article and the readers' section here also apply to the camera in the iPad?
    Apr 22, 2015. 08:44 AM | 4 Likes Like |Link to Comment
  • The Outlook For Spain And The Eurozone [View article]
    What about the fail-proof instruments sold to pensionistas, and then they ended up losing their life savings,. I think that was Bankia. Was it also Caixa?

    I just got the unemployment figures two days ago, 23%; and over 60% for youth. Maybe you are smoking some of that famous hash so popular in the south?

    I know the real SPAIN. I have, with my Spanish wife, walked the entire Camino de Santiago. Have family in both El Pais Vasco and in Andalusia. I personally have been cheated by Banco Santander, and a Basque bank, both if them promising that my income from CD-type instruments was not liable to taxation (retenciones) only to cross me up, retain the money AND NEVER PAY IT TO THEIR IRS ( Hacienda). Very neat trick. I have excellent relations and experience with BBVA, however.

    AS FOR MARKETING: SPAIN has among the world's finest cheese, hams (jabugos and serranos), olive oils, olives, ie agricultural products. But take a look in US supermarkets and try to find them. Instead you will find Italian products everywhere, and German. And five years ago some brilliant person started putting MSG into the canned/bottled olives. Brilliant way to destroy the crown crop of SPAIN.

    I think i know the real Spain Fairly well. In the southern part we joke that if You throw a stone you will hit an unemployed. To know sometone who has a Job is a real treat.

    I am not even going into the black business, that conducted on a different set of books. What is the percentage of revenue lost to the government each year from this?

    Now, I hope that you are correct in your assessments, and that recent and future moves will be positive for what is essentially a bankrupt country. And the political parties, national and local, have been so corrupt, that they make US culture of corruption as child's okay. A Spaniard told me that Spain won't change until the whole country wakes up.

    Ojalá que tu tengas la razón, y no yo.
    Apr 21, 2015. 09:25 AM | Likes Like |Link to Comment
  • The Outlook For Spain And The Eurozone [View article]
    This guy talks about the big companies. One hard fact that exists in Spain and has not changed in either of the terms of the last two governing parties is that there is 23% unemployment. And over 60% unemployment among the youth. A few years back some of the banks were found to be cheating their customers who have resorted to the courts to reclaim their losses. And on top of that, Spain remains among the worst countries at promoting their own products abroad. This new party is made up of people who are rightfully angry, but they have nothing to offer the people except anger and the always entertaining street manifestations. Good luck. I love the country.
    Apr 20, 2015. 09:19 AM | Likes Like |Link to Comment
  • My First Quarter Estimates For AT&T [View article]
    Thanks for this article which confirms my feelings, ie I have it for the div only, though I luckily have a little margin of growth as well. I am a novice and woukd like you to clarify for me what it means to to buy stock "in the name."
    Apr 20, 2015. 02:16 AM | 2 Likes Like |Link to Comment
  • Forever Blowing Bubbles: Coca-Cola's Bid To Stay Afloat [View article]
    How quickly you run to invective. Just proves how arrogance exists in direct proportion to ignorance. Aspartame is a chemical twin of MSG. YOU ARE WELCOME TO INGEST BOTH IF THESE TOXINS. And I am doubly happy because this is good for the health of KO.
    Apr 18, 2015. 08:34 AM | Likes Like |Link to Comment
  • Forever Blowing Bubbles: Coca-Cola's Bid To Stay Afloat [View article]
    Have read many books and articles, and yes, peer reviewed pieces. Did include only one book because this does not seem the right forum to deal in depth. The info is out there. I am happy to lose on the voting here ("likes") because I am in fact long KO.
    Apr 18, 2015. 08:31 AM | 1 Like Like |Link to Comment
  • Forever Blowing Bubbles: Coca-Cola's Bid To Stay Afloat [View article]
    I am forever long KO. But I must challenge one of the most egregious statements in this article:

    "Although there is no scientific evidences that aspartame and other artificial sweeteners are unhealthy and government studies conducted indicating they are safe to drink, consumers are still attempting to avoid diet sodas, with diet sales down roughly 6% in both 2014 and 2013."

    You have neither read widely nor deeply on this subject. I point you merely to one book, Excitoxins, The Taste That Kills, by Dr. Russell Blaylock. Nuff said.
    Apr 17, 2015. 07:35 AM | 1 Like Like |Link to Comment
  • American Capital Agency declares $0.22 dividend [View news story]
    You are right and I hope NOT prophetic, but I will say that I have been in this "waiting it out" boat since buying in at nearly $33! I can keep bailing as long as the dividend holds, and the current price. But a divvy cut and a lowered price would be very depressing.
    Apr 13, 2015. 10:16 PM | 1 Like Like |Link to Comment
  • Apple Watch: Understanding Early Sales Data [View article]
    I don't understand the watch mania. The biggest drawback seems to me the fact you've got to recharge the darn thing every day. Not sure I have enough plugs in my house to charge the iPad mini, the Kindle, the MacBook laptop, the cell phones, the etc etc. LOL [And this with only two of us living at home now. Not counting the dogs.]
    Apr 13, 2015. 10:02 PM | 8 Likes Like |Link to Comment
  • Philip Morris: A Dividend Cut Is Possible [View article]
    BTW--Gman, best not argue with Richjoy. He is very good at this investing game. I wish he were my investment manager instead of me. He's got 40 years experience in this.
    Apr 2, 2015. 08:22 AM | 1 Like Like |Link to Comment
  • Philip Morris: A Dividend Cut Is Possible [View article]
    Scott, I think the FX news is baked in, but if the market goes into a swoon, I am not sure how resistant PM's price would be to a further decline. If it does go down further, I will consider that a buying opportunity. As for the euro...I am thinking to see it at par or worse. But what do I or anyone else know?
    Apr 2, 2015. 08:18 AM | Likes Like |Link to Comment
  • Anheuser-Busch Inbev: Truly The King Of Beers [View article]
    Thanks for such a broad and deep article, and for your educated opinions. Heck, this one of my biggest watch list items and I have been waiting for a better price for at least two years!
    Apr 2, 2015. 05:54 AM | 1 Like Like |Link to Comment