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  • McDonald's: I'm Still Not Buyin' It [View article]
    McD's has been rated near the bottom of food quality/taste for decades. It's not a new problem that was suddenly apparent in 2014.
    Jan 29, 2015. 07:17 AM | Likes Like |Link to Comment
  • McDonald's: I'm Still Not Buyin' It [View article]
    And yet Wendy's, BK and other fast food outlets are growing selling the same unhealthy options as MCD. These companies have been viable competitors for decades. It's not something new. Yeah, we have Five Guys and their $10 hamburgers now (which IMO aren't that much better than other fast food offerings other than the hit to your wallet) but this isn't something MCD hasn't faced in the past.

    To me, MCD is a top brand that's been distressed over the past couple of years due to poor management. That's changing - hopefully for the better. They are still the big fish in fast food, a free cash flow machine, have far and away the best real estate footprint of any restaurant chain out there, have cash to make strategic acquisitions, and it's still the only place to get a Big Mac and McDonald's fries. The dividend is more than enough for me to sit tight and watch this play out over 5 years.
    Jan 29, 2015. 07:13 AM | Likes Like |Link to Comment
  • McDonald's Short-Term Earnings Distress May Be An Investing Opportunity [View article]
    I agree the menu is too big. They need to simplify it by getting rid of all the specialty items and refocusing on what made them famous. Even the breakfast menu is too big - I don't need 10 variants of an egg mc muffin.
    Jan 29, 2015. 06:38 AM | 1 Like Like |Link to Comment
  • McDonald's Short-Term Earnings Distress May Be An Investing Opportunity [View article]
    McDonalds moat is its brand - same as Coke when Buffet took a big chunk of it in the 80s.
    Jan 29, 2015. 06:36 AM | Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    Perhaps major revenue powerhouse. Apple does profit on its other business divisions but they would hardly support the current value of the stock if the iPhone were to disappear tomorrow.
    Jan 28, 2015. 04:26 PM | Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    The tablet market is still growing - for now. There has been a sharp decline in growth over the last year and many have opined that the iPad decline is the leading indicator for the overall tablet market decline.
    Jan 28, 2015. 04:23 PM | Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    Paulo,
    We're only just at the first point in smartphone buying where there are enough people on that are buying their 2nd and 3rd gen smartphones to actually have the numbers bear out in Apple's favor so using the line of 'not been borne by the numbers' is just complete and utter nonsense. You can do better than that.
    Jan 28, 2015. 02:27 PM | Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    A 4.0 Android is not the same as a 4.4 Android. Nevermind a 5.0 (current OS) Android. The OS market is fragmented.
    Jan 28, 2015. 02:12 PM | Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    Samsung is the only manufacturer of Android phones that actually makes money. Their success is entirely relevant.
    Jan 28, 2015. 02:10 PM | Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    Paulo,
    I'm not sure you even understand the survey. Android has been gaining market share overall because there is still a lot of the world that hasn't had a smartphone yet. First time smartphone buyers, as indicated by every survey including the one I posted, invariably buy Android phones because they can get them cheapest. More people, more purchases=greater market share. It's not rocket science.

    However, when upgrade cycles come - those first time buyers who are second time buyers start to move to iPhone and by the next upgrade cycle, the majority buy iPhone. These surveys have been showing the same trend for the last 3 years. That's why you just saw the iPhone 6 blow everyone out of the water. It was the first year where we really saw a relatively large portion of second and third time smartphone owners (who were previously using Android) jump to iPhone - it had absolutely nothing to do with demand from current iPhone owners - the majority of which haven't upgraded yet. The numbers are only going to get bigger from here on out.
    Jan 28, 2015. 12:19 PM | 1 Like Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    Network effects were in play with PCs/Mac because PC makers and Microsoft both made boatloads of money. Microsoft had the monopoly on the OS with scheduled OS upgrades every few years and little in the way of OS fragmentation meaning developers could develop and support software for Windows 3.1, 95, XP, Windows7, etc. Android has none of those things.
    Jan 28, 2015. 12:13 PM | Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    And yet, US carriers have all but phased out subsidies and the iPhone continues to dominate and sell faster Big Macs.
    Jan 28, 2015. 11:32 AM | 1 Like Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    Yes it has.
    http://bit.ly/1kd3Kqm
    Jan 28, 2015. 11:18 AM | Likes Like |Link to Comment
  • eBay: A No-Brainer [View article]
    Matt,
    That's fair. I try to time my sales around their promotions that reduce fees.
    Jan 28, 2015. 08:11 AM | Likes Like |Link to Comment
  • eBay: A No-Brainer [View article]
    When you have no credit or very poor credit as many people do Visa, MC and Amex are not going to be there for you. PayPal is. You're out to lunch if you think a portion of the company growing 20% per year isn't the future of the company.
    Jan 26, 2015. 02:46 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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