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arthur_bishop1972

arthur_bishop1972
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  • Microsoft: Mr. Softie No More [View article]
    Guess Kash is tired of staying in cash : D

    Sorry...had to do it. Friggin analysts....
    Jul 23, 2014. 12:47 PM | Likes Like |Link to Comment
  • R.J. Reynolds hit with $23.6B in damages [View news story]
    Brad,

    Yes, i do know all those things.

    Actually, i was just saying that people who smoke wanted to at the beginning-they werent forced to-whether they admit it or not.
    Jul 21, 2014. 04:49 PM | Likes Like |Link to Comment
  • Philip Morris International Will Fall Like Ash [View article]
    It may be around 70% currently, KRV.

    Sorry for the old-ish figure. I was going by the last time i ck'd. I dont overthink my PM holding.
    Jul 21, 2014. 11:04 AM | 1 Like Like |Link to Comment
  • Altria Will Drive Growth From Expansion In The E-Cigarette Market [View article]
    I was thinking the same thing.
    Jul 21, 2014. 02:40 AM | Likes Like |Link to Comment
  • Philip Morris International Will Fall Like Ash [View article]
    << but the payout ratio of 65 percent is dangerous for the company in the long term.>>

    Gimme a break. 65% is a great payout ratio for a tobacco co. It's not like they need the $ for advertising. With MO targeting an 80% (regular) payout ratio, PM is smart to inch toward making it higher at this juncture-likely after the next div raise announcement.

    They'll survive-and even thrive after this difficult period moderates.
    Jul 21, 2014. 02:39 AM | 16 Likes Like |Link to Comment
  • LRR Energy, L.P. Announces Increased Quarterly Cash Distribution and Conference Call to Report Second Quarter 2014 Results [View article]
    Sounds good-i'll take it.
    Jul 21, 2014. 02:29 AM | Likes Like |Link to Comment
  • R.J. Reynolds hit with $23.6B in damages [View news story]
    <I get what you're saying, but do you know any smokers who actually WANT to smoke? I only know smokers who can't stop, even though they know their longevity and quality of life are both suffering for it.>

    How many (now) smokers WANTED to try/start smoking??? C'mon, who in America (and most of the world for that matter) can say they have NO KNOWLEDGE that smoking is bad for you??? Maybe the under 10 y.o. set, but...c'mon.
    Jul 21, 2014. 02:25 AM | Likes Like |Link to Comment
  • Philip Morris: A Post Earnings Update [View article]
    Thanks Bill.

    You don't turn a ship this size around on a dime. If PM can continue clawing its way back (in the direction it appears headed after the last ER, tho it has a lot of work to do), the current price will definitely be seen as a bargain.

    I added @ $84.66 last week fwiw.
    Jul 21, 2014. 02:01 AM | Likes Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 73..... [View instapost]
    To some extent, I have to agree with this. Beginning of the month is one of the surest markers of increased sales where I work.
    Jul 20, 2014. 02:52 PM | 2 Likes Like |Link to Comment
  • The Implosion Is Near: Signs Of The Bubble's Last Days [View article]
    ant21b:

    <A recession started as soon as the democrats got into power in congress in 2007. Who wanted loans given to every person who could fog a mirror to buy a house it was not the republican party they went on record as opposed to that in the 1990s but Clinton and his cronies refused to stop it. This resulted in the housing crash in 2008.>

    Not quite. You have to go back a bit further to find all the pieces to that puzzle.

    Hint: Greenspan is one of them
    Jul 20, 2014. 02:41 PM | 1 Like Like |Link to Comment
  • The Implosion Is Near: Signs Of The Bubble's Last Days [View article]
    TechEnthusiast:

    <But you'd have to be an idiot not to notice that sugar now comes in 4 lb. bags and not 5. Food inflation is real.>

    I know as well (and better than most, I'll wager...considering where I work) as anyone that food prices are indeed going up. In addition to staples (cheese, milk, bread, meat), even things like hard alcohol (and yes, wine too) are slowly but surely inching up. It's not runaway inflation but its inflation.
    Jul 20, 2014. 02:26 PM | 4 Likes Like |Link to Comment
  • Johnson & Johnson: A Classic Buy The Dip Opportunity Right Now [View article]
    I'd be worried if the multiple was in the 23-25 range. Up to 22 is rich, for sure, but there is certainly an amount of 'safety' in JNJ that many investors are willing to pay for, and that will push the multiple into the low 20s (possibly higher if we still don't get that 10%+ correction in the next 6 months) now that we've entered the world of p/e expansion(s).
    Jul 20, 2014. 02:14 PM | 2 Likes Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 73..... [View instapost]
    Thanks, Rose.

    You're very right to include the 'learning the basics' part. I should have included that. The 'education' part of it all is crucial to empowering each investor with both knowledge and wisdom, and hopefully patience is somewhere in there too.
    Jul 20, 2014. 02:08 PM | 1 Like Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 73..... [View instapost]
    Depends on risk tolerance, amt to invest, and investing timeline.

    Mixing 'boring' (T, JNJ, MO/PM, PAA-bot at safe level, of course) 75-90% and high yield (PSEC, BBEP/VNR type) 10-25% of portfolio is one possibility.
    Jul 19, 2014. 02:26 PM | 1 Like Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 73..... [View instapost]
    Good news, and very well could end up being an extension of the energy resurgence in the USA. Libs/Enviros will complain any way you slice it, but done right (as safely as possible), we could see more oil/gas under the US flag going fwd.
    Jul 19, 2014. 02:13 PM | 4 Likes Like |Link to Comment
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