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arthur_bishop1972

arthur_bishop1972
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  • Prospect Capital: What Comes Next? Part 5 [View article]
    Right on the mark, Teriee.

    I dumped all mine at 10.39 and consider myself fortunate it was only a small loss. The more that i found out abt the co, the less i liked and trusted it.
    Sep 13 11:47 PM | Likes Like |Link to Comment
  • KKR: Solid Value, Great Yield [View article]
    I was wondering what your opinion of KKR was Bret.

    Thanks for the article.
    Sep 13 10:46 PM | Likes Like |Link to Comment
  • McDonald's Shares Appear Significantly Undervalued From A Dividend Growth Perspective [View article]
    As the occ guilty pleasure (late night stop) and possibly for the very low income folks, but they will need more going fwd to really thrive in the future.
    Sep 13 12:55 PM | Likes Like |Link to Comment
  • McDonald's Shares Appear Significantly Undervalued From A Dividend Growth Perspective [View article]
    <The new theme among patrons of wanting to no what they are eating and where it came from is about younger patrons thus about the future.>

    Yup. I talk about these things EVERY DAY at my work, and the conversation is getting 'louder' and more frequent. Young people (Moms esp) are not going to accept eating $hitty food made with GMOs and excessive preservatives like my generation and previous ones have. Nor will excessive salt and sugar in foods continue without these patrons demanding healthier alternatives.

    If MCD cannot find a way to please them, they will lose them-period. They got the real estate. Time to embrace this inevitable change. They've changed before and prospered, but it's going to take a herculean effort for them to figure this one out and make it work.

    Disc-No position(s)
    Sep 13 12:53 PM | Likes Like |Link to Comment
  • McDonald's Shares Appear Significantly Undervalued From A Dividend Growth Perspective [View article]
    Great line from a great movie-good one.
    Sep 13 12:44 PM | 1 Like Like |Link to Comment
  • McDonald's Shares Appear Significantly Undervalued From A Dividend Growth Perspective [View article]
    'single angle'

    Lol...good one.
    Sep 13 12:43 PM | Likes Like |Link to Comment
  • Update: Vanguard Natural Resource Offers Preferred Units [View article]
    1.05-1.10x wd be better but I'll settle for 1.00x.
    Sep 11 04:57 PM | Likes Like |Link to Comment
  • Don't Be Foolish On Ford [View article]
    <>a fuzzy photographic memory simply means you need to take the picture again and be sure your lens cap is not on.

    Not sure what you mean by this statement. I know what you're referring to, but no idea what the point of your analogy is. When it comes to remembering numbers, I have few equals (sounds arrogant-i know, but I'm only speaking the truth w/r to anyone else I've met). I'm not Rain Man and I don't know what day it was on Oct 4th 1971, but my memory for most things numbers has made my life a lot easier and a lot better. My mind doesn't work like most other people's-sometimes for the better, occ for the worst. I'm 45 y.o....I'm too far along to change my ways. I'm making $ and so are my clients, so people can criticize all they want. I couldn't care less.

    As for the rest of your post-just to clarify-I'm not a F bear at all. Bret's articles touting F over the last year or so made me take a closer look and when I had a chance to buy under $16, I did. My bet is that I will be able to make some $ holding ARP short term (awaiting buyout news) and restart a position in F and still end up buying F below where I sold ($17.25). I may be wrong on my call, but I'm giving it a try anyway. My holdings (held in a Roth) in MO, LO, and PSX give me a bit of leeway to do some trading here.

    As a friend of mine likes to say, we shall see in the fullness of time.
    Sep 10 12:09 AM | Likes Like |Link to Comment
  • More Rig Retirements To Come In Offshore Space [View article]
    SLB is oil services co-not off shore rigs.
    Sep 9 10:58 AM | 4 Likes Like |Link to Comment
  • Don't Be Foolish On Ford [View article]
    I bot F at $15.77 and sold at $17.25. With the consolidation in the MLPs space, I bot some ARP with the proceeds (an admitted gamble-not something I do much anymore, but...), as I think it's a likely buyout before too long.

    I also exited PSEC with a small loss, so I have some dry powder to possibly re-enter F if I choose. I will be watching to see how low it goes, but the upward bias of late suggests (imo of course) there's more to come after this selloff.
    Sep 9 02:13 AM | 2 Likes Like |Link to Comment
  • Is Transocean A Strong Value Play? [View article]
    Thank you for a polite, informative reply, Bulldog.
    Sep 8 05:04 PM | Likes Like |Link to Comment
  • Is Transocean A Strong Value Play? [View article]
    <<Drillers went down because traders return from holiday and they need entrance point to earn for living. This 2 week is turn for energy sector then will be for others... :)>>

    Really??? And this is your more clever nonsense...that is to say, you have more proof that your contention is true than mine is?? I didn't say it was exactly the reason, only making a point about RIG pps when $WTIC was $110. I realize there is more to it than just that, thank you.
    Sep 8 10:53 AM | Likes Like |Link to Comment
  • Why I'm Still Not Buying Wal-Mart [View article]
    Excellent points, Boolanger.

    I don't think mgmt cares about most of those issue though. If they can squeeze the suppliers and sell cheap junk (and yes, some necessities), I don't see them caring about dirty stores, disorganized shelves, consistently out of stock items, and forgotten parking lots. If they did, they would pay up for employees who would be motivated and have the vision to see that the psychological impact of clean stores, organized shelves, abundant, knowledgeable staff, and parking lots that show attention and care actually matter a lot more than their corporate mgmt believe they do.

    But they don't. Instead, they hire poor people (who likely wouldn't/couldn't get hired by Trader Joe's or Whole Foods) who sell to poor customers (not all, but most) items made by poor people for a few cents less than other stores.

    Sad.
    Sep 8 03:33 AM | Likes Like |Link to Comment
  • Why I'm Still Not Buying Wal-Mart [View article]
    Rook:

    I'd be careful buying produce/food from Walmart. Ck the COOL's (country of origin labeling) before buying. You may be eating food from China otherwise.

    GL
    Sep 8 03:23 AM | Likes Like |Link to Comment
  • Is Transocean A Strong Value Play? [View article]
    ross westgate:

    Actually, I only follow the pps (and occ t/a) of RIG, so no, I didn't know about Pete Miller. I just looked on their homepage and didn't see anything about him either.

    I realize all the drillers are getting hit right now, as $WTIC has come down as have rates.

    Perhaps you are thinking that with RIG at 52 week lows, it can't go much lower?? Let's see if that's true. They got a small bump on the recent 'BP grossly negligent' news, but not much. Now the pps is under $38. Where do you see RIG in a year, or 5 years, and why would you put your $ into RIG as opposed to one or more of the other drillers if your time horizon is longer, i.e. your a value investor with a long investing horizon???
    Sep 8 02:53 AM | Likes Like |Link to Comment
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