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dunkmaster

dunkmaster
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  • A $150,000 Portfolio Stock To Leave Your Grandchildren [View article]
    thank you for the information!...it is completely accurate and utterly irrelevant.
    The US is the most obese nation on earth so supermarkets are the best possible long term invetments (using your logic). I suggest some due dillignece before you follow that logic.

    Perhaps this will give you some perspective on my point. More people are flying more miles than ever before. Do the airlines look like good investments? (if you think yes?...then I thank you for playing...your parting prize will be poor investment results...unless you choose the VERY FEW airlines that will make money every year for the next 25 years).

    the issue is not demand, how addictive, or even gross revenues... it is profit (and good management, and wide moats, etc). For a history lesson study railroads in the 19th century.

    I'm not saying SBUX won't make you money. I'm saying that the product being loved, addictive, popular, (etc) is not the litmus test to judge the stock as an investment (though in fairness this is a trap many novices fall into..."I like it so it will make money")... profit, growth, (etc) are the litmus tests.
    good luck.
    Sep 27 09:27 AM | 1 Like Like |Link to Comment
  • A $150,000 Portfolio Stock To Leave Your Grandchildren [View article]
    like so many investors...your assuming that the popularity of coffee will magically transform into profits....review milk for the obvious flaw...lots of people drink it...almost no one makes money on it.
    Sep 26 07:59 AM | Likes Like |Link to Comment
  • Was I Too Hard On Coca-Cola? [View article]
    ouch...guess you did not buy your GE in 2000 then!
    Sep 5 10:09 AM | Likes Like |Link to Comment
  • Was I Too Hard On Coca-Cola? [View article]
    first...if you are not intelligent...this does not apply to you...you can live as much as you like and gain nothing from the experience.

    ha ha ha...sure..."experience happens from doing whatever"...thanks for that insight. Perhaps developing your vocabulary will come with experience?

    "age is the wrong thing to look at" is the statement of someone who has no "age". Age is like money. If you have none you don't REALLY know it's value now do you?

    wisdom = age + intelligence:

    I have met very few intelligent young people who had real wisdom...usually an intelligent young person will be AWARE of this fact not denying it...only an arrogant young person that lacks intelligence discounts the value of experience (and maybe, for them, rightly so...as it will do them little good anyway).

    ignorance = lack of knowledge (usually due to, but not limited to, a lack of experience). Again...you can experience a great deal and not learn from it and still be ignorant.
    Sep 5 10:02 AM | Likes Like |Link to Comment
  • What Does Ackman See In P&G? [View article]
    I don't know much about the P&G board...but I know a guy who would sell his shares if they allowed such a stunt.

    One of the attractions of the company is it's balance sheet. That just sounds like crazy talk.
    Aug 22 12:19 PM | Likes Like |Link to Comment
  • Was I Too Hard On Coca-Cola? [View article]
    My 4.5 year old is smarter than most people on this board but her investment advice lack real world experience. Her writing is no better than mine but I have made enough mistakes since the 80's to at least have scars (if not wisdom) to show AND share.

    Age matters...as an intelligent man can only develop wisdom with experience...which is NOT to say that intelligence without experience has no value.

    ...steel...has to be tempered in the fire for a while.
    Aug 21 09:02 AM | 1 Like Like |Link to Comment
  • Ford Vs. General Motors: An Investment Analysis [View article]
    Government ownership of the Marine Corp works out pretty well. How about Blackwater? How many more examples would you like?

    The issue is execution...not ownership. The "religious" objection to government ownership is basically emotional and has little or no place in grownup macro economic decisions in the 21st century.

    Let's measure outcomes.
    Aug 20 12:16 PM | Likes Like |Link to Comment
  • Ford Vs. General Motors: An Investment Analysis [View article]
    ba ha ha ha ha....your emotion is out of place here. We are here to invest.

    Please ... let's all calm down, grow up, and take care of our money with a bit more dignity than is used in this post.

    If we can make money off the "socialists" ... let's do it.
    Aug 20 11:39 AM | Likes Like |Link to Comment
  • Was I Too Hard On Coca-Cola? [View article]
    Any investment has to be compared to an objective. "seeking alpha" is the name of the site but that should not suggest that every investor is looking for (or has the stomach for...nor SHOULD have the stomach for ... or is required to have as his objective ) a 10x return on every dollar spent next year.

    I think it is fair to say that there is a place for conservative long term investors who want to buy and hold stocks for a decade plus and depend largely on the dividend for that return (and income?). It is also fair to say that someone young and ambitious would not see the value of 5% a year as enticing.

    I guess what we have to accept is that every investor has his own objective(s)....then compare your objective against KO and the buy/hold/sell decision is clearly different for each person.

    So what are we left with to discuss as a group? Analysis. Is the analysis correct? I think the Analysis of 5% a year for a decade is pretty pessimistic ... but that does not mean it is not correct!
    Aug 20 11:33 AM | Likes Like |Link to Comment
  • A Simple Approach To Earn More Than 4% In Dividends [View article]
    I can't understand advice for anyone to buy bonds right now. I don't see the upside.
    Jul 30 12:21 PM | 2 Likes Like |Link to Comment
  • Foreign Investing Is Not Mandatory [View article]
    ha ha ha...he left you so his agent could make an extra $200,000 a year without having to move HIS office....

    always ask the guy giving you advice how he profits from that advice...
    Jul 30 09:17 AM | Likes Like |Link to Comment
  • Say 'No' To The Dress: A Dividend Champions Guide To Wedding Planning [View article]
    My wife, I and my mother in law (my family could not raise enough money for bus fare to the wedding) each paid for a pretty equal portion of our wedding/honeymoon/etc. When you divide the cost of it 3 ways (with other family members throwing in the wedding dress and doing the photo's) it can turn out pretty good. Ours was great and not all that expensive (i think it was probably less than 20K).

    One very important thing to keep in mind is that numbers drive costs. We kept it under 70. I did not have anyone come to my wedding (my side of the isle) I had not been friends with for 10 years or more...I think that is a pretty good rule of thumb.

    I hope when it is time for my daughters to get married I will propose the same sort of deal. Frankly I don't want them getting married if they can't earn a decent wage, budget, manage costs, etc. "Your husband pays for the rings and honeymoon (you love a poor man?...your 1/4 carrot ring and your weekend at the jersey honeymoon is your problem!!!!" ... and we will match any amount of cash she can raise for the wedding. Maybe that is a pretty good way to deal with anything your kids want.
    Jul 20 08:48 AM | 1 Like Like |Link to Comment
  • Duke Energy: Wait For The Price To Fall Some More [View article]
    "duke" did not make the decision until the new joint board met...I would guess would be the argument...sounds like legal wrangling could be an issue but I am not sure that having one man vs another man in the CEO chair is the basis for granting (or denying) insurance....maybe I need more information ... why would that be a case?
    Jul 12 09:07 AM | Likes Like |Link to Comment
  • McDonald's Corporation: Dividend Stock Analysis [View article]
    ha ha ha ... collect the div and avoid the food ... the formula to live longer on "McDonalds"....
    Jul 9 01:10 PM | 2 Likes Like |Link to Comment
  • Healthcare REITs Stand To Benefit From ACA Implementation [View article]
    HCI's div appears to have been cut in half from 1999 to 2002 (this is from Yahoo...was there an un-recognized stock split or something?).

    I know most every REIT took a hit like that some time but that is not exactly comforting in a "great divvy grower". It is still doing better than my investment in NCT did a few years back!!
    Jul 6 08:27 AM | Likes Like |Link to Comment
COMMENTS STATS
339 Comments
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