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  • Arcos Dorados Getting Cheaper By The Day [View article]
    Is it crazy to think that McDonalds will buy this? They spun it out, the stock gets absolutely obliterated and they buy it back at a more reasonable price? Other than that, not sure what the catalyst will be for this - I've thought it appeared to be a value in the high single digits and it just keeps going lower.
    Feb 26, 2015. 07:31 AM | Likes Like |Link to Comment
  • Jardine Matheson Is A Great Way To Invest In Asia [View article]
    Jardine - in whichever flavor you choose - is probably one of the most "comfortable" choices for someone looking for a long-term investment in Asia. It's nothing short of dynasty that has run for well over a hundred years and includes a fascinating array of different businesses. If you look deeper into the company, there are some really unique little bits here-and-there, including IKEA stores under Dairy Farm (where else can you get any exposure to IKEA?) and if you look under Dairy Farm and then look under the 50% holding in restaurant mega-chain Maxim's, you'll find 100% ownership of Starbucks stores in Macau and Hong Kong.

    Excellent blue chip company that - as I noted - is really a great example of an Asian "buy and hold" stock. The Asian conglomerates (Swire, Hutchison, First Pacific, etc) are all compelling in their own right - especially Hutchison with its recent restructuring - but Jardine remains an exceptional choice.
    Feb 26, 2015. 07:24 AM | 3 Likes Like |Link to Comment
  • PrairieSky Royalty: Energy Dividends Without Capital Expenditure [View article]
    There is Canadian withholding tax.
    Feb 25, 2015. 08:01 PM | Likes Like |Link to Comment
  • Gladstone Land Corporation Sees Net Asset Value Rise In Quarter Four, Scaling Continues With Acquisitions [View article]
    " This is a great stock to take advantage of growing food prices.."

    Meh. I think it's a solid stock to take advantage of farmland prices and if food prices do well, then the people who rent/lease the farmland will do well, but I wouldn't buy this with the expectations that it will move in-line with food prices.

    Otherwise, good article but hopefully the stock's performance will improve because it's been disappointing so far.
    Feb 25, 2015. 03:37 PM | Likes Like |Link to Comment
  • Chambers Street Properties: A Small REIT With Big Potential [View article]
    In theory, CSG would appear to have all of the parts and pieces for a compelling REIT, but the stock is still down from the IPO price a while ago. There was some discussion about investors before it became public getting out, but after a while, that just seems like an excuse.

    Hopefully for those who are in it'll do well, but so far I'll consider it a disappointment.
    Feb 25, 2015. 09:48 AM | 1 Like Like |Link to Comment
  • Why Kellogg Is Obsolete [View article]
    The Kashi point is a good one. Kashi as a brand is WAY, WAY more appealing than Annies and that was bought by General Mills at a significant premium, if I remember correctly. Morningstar is big too, although soy doesn't sit well.
    Feb 24, 2015. 05:18 PM | Likes Like |Link to Comment
  • Detailing My Bullish Thesis On American Express [View article]
    Thanks for the honest assessment and sorry about the 5% loss. I'll continue to look for your articles.
    Feb 24, 2015. 01:33 PM | Likes Like |Link to Comment
  • Why Kellogg Is Obsolete [View article]
    Basically, this:

    There is a movement to eat better, which many people are taking part in. That's good. However, many people in this country cannot afford to eat well (and hunger in general has sadly, gotten much worse in recent years).

    Wal-Mart is something like 20% of the grocery business in this country. Are you telling me that Frosted Flakes will be wiped off the Wal-Mart shelves and due to the health movement, Wal-Mart's grocery area will resemble that of Whole Foods?

    Kellogg is not exactly primed for significant growth, but did anyone expect as such? It's not going anywhere and this idea that the healthy movement means everyone across the world will suddenly be able to eat organic only is getting a little silly. Thanks to costs and many other things, organic/healthy may be doing very well, but is not exactly on the verge of wiping out Kelloggs, GM, Kraft, etc.

    Also, the author's miss of Frosted Flakes at #2 on the chart is pretty amusing.

    I don't have any interest, but calling Kellogg obsolete is ridiculous clickbait.
    Feb 24, 2015. 01:28 PM | 2 Likes Like |Link to Comment
  • Nasdaq Dividend Achievers: The Andersons [View article]
    The volatility on this stock is ridiculous, but it's a fascinating little company and deserves more attention. That said, I ultimately went with ADM from the standpoint of being able to sleep at night.
    Feb 20, 2015. 05:05 PM | Likes Like |Link to Comment
  • Noodles -13.2% after comps disappoint [View news story]
    The food is okay, restaurants are nice enough. It's not memorable and how often do I want a "Noodle-centric" place. People concerned about health, not going to want carb-a-rific. They should work with Dreamfields for low carb noodles.

    That said, I have no position and no interest. As for IPOs, I'm sure Shake Shack will head into the 20's soon enough.

    Geez, is NDLS getting obliterated.
    Feb 20, 2015. 03:56 PM | Likes Like |Link to Comment
  • How Many More 'Saves' Are Left In The Central Bank Bazookas? [View article]
    There's always something else that they can do, it's just that those things may be increasingly aggressive. They're never going to admit they're wrong, so with that in mind it becomes not how many more saves are left but to what level are things taken?
    Feb 20, 2015. 06:31 AM | Likes Like |Link to Comment
  • Noodles & Company: The Short And Long Term Case [View article]
    This, exactly. The food's OKAY (emphasis on the okay), a tad expensive for what it is. The restaurants are nice.

    That said, are people really wanting tons of heavy, carb-y noodles?
    Feb 20, 2015. 06:17 AM | Likes Like |Link to Comment
  • Is It Time To Buy Greece? [View article]
    If someone wants to take a flyer on Greece, look at Dolphin Capital ( in the US).

    It's a London-traded property fund that owns a ton of quite beautiful real estate in Greece (I believe they're one of the largest landowners in Greece) and elsewhere. About 41 cents a share (us pink sheet version), trading at quite a bit less than book value and Dan Loeb's Third Point hedge fund owns 20% of it. Other major shareholders include Fortress and Blackrock.

    link to major shareholder list on company website:
    Feb 20, 2015. 05:55 AM | 1 Like Like |Link to Comment
  • Hersha Hospitality Trust: Invest In These Excellent Capital Allocators To Capitalize On Favorable Secular Trends [View article]
    MHGC has been a DISASTER. Amazing properties, an absolute mess in terms of how the company has been run. There has been a lot of discussion of pushing for a sale (I believe there is an activist or two in it), but they've tried to fight off the advances, despite the fact that it would in this case be in the absolute best interests of shareholders. It's not a REIT mind you and take a look at the book value (which is negative)

    And thank you to the poster above for letting me know about HT's dividend decrease. Just kind of reinforces my thoughts about the risks involved in this volatile sector. For long-term holders reinvesting dividends, no guarantee that divs won't be cut again next downturn.
    Feb 20, 2015. 05:46 AM | Likes Like |Link to Comment
  • Detailing My Bullish Thesis On American Express [View article]
    It's not going anywhere, but like anything else, it becomes what is your time horizon? Amex could very well see more downside after today's ruling and it may be dead money for 6 months or more. That said, it's not going anywhere and hopefully they can engineer some kind of turnaround. Long-term, it's a fine choice.

    Short-term, I really think they've let V and MA achieve even further dominance.

    "U.S. District Judge Nicholas Garaufis deemed the company's non-discrimination provisions anti-competitive, ***saying they prevent the roughly 3.4 million merchants who accept its cards from "steering customers" to alternative credit card brands, such as Visa, MasterCard, and Discover."***

    While that may be true, I think Mastercard and V - who have about a billion cards outstanding versus Amex's 55 million - weren't exactly having any trouble with usage.

    The other issue that I've noted in the comments section here previously, is that - from an investment standpoint - V and MA may continue to rake in the $ from the standpoint of the lack of credit risk is appealing. Both are pure toll roads.

    If MA (or a MA-branded COF, as happened in Canada) gets Costco, that'll just further push MA.

    Again, that's not to say that AXP is not an appealing long-term investment, it is. I'm just saying that, by all appearances, V and MA are growing stronger while AXP needs to refocus.
    Feb 19, 2015. 04:56 PM | Likes Like |Link to Comment