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chis59

chis59
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  • Up and down day for McDonald's as results digested [View news story]
    It was on the conference call. Here is the CNBC link: http://cnb.cx/1VBEGgW
    Jul 23, 2015. 03:50 PM | 1 Like Like |Link to Comment
  • Up and down day for McDonald's as results digested [View news story]
    They are also delaying any dividend increase at least 3 months, and going through a review of their dividend policy.
    Jul 23, 2015. 02:47 PM | 2 Likes Like |Link to Comment
  • McDonald's tips positive global comps for Q3 [View news story]
    Press release says that it expects Q3 comps to be positive not Q2
    Jul 23, 2015. 08:33 AM | 1 Like Like |Link to Comment
  • Verizon -2.4% after Q2 revenues miss expectations [View news story]
    The full year revenue guide was about a point lower than expected
    Jul 21, 2015. 08:50 AM | 1 Like Like |Link to Comment
  • Lockheed Martin's (LMT) CEO Marillyn Hewson on Q2 2015 Results - Earnings Call Transcript [View article]
    http://bit.ly/JciNTx;item=VHlwZT0yfFBhcmVu...
    Jul 20, 2015. 11:56 PM | Likes Like |Link to Comment
  • Kinder Morgan misses by $0.04, misses on revenue [View news story]
    Is it just my bad memory, or do they usually not have excess DCF coverage in the second quarter? I thought the excess DCF coverage was lumpy, and usually in the first and fourth quarter.
    Jul 15, 2015. 05:44 PM | 2 Likes Like |Link to Comment
  • Underlying strength for General Mills in FQ4 despite F/X hit [View news story]
    If you back the extra week out U.S. revenues we up 5 and operating profit up 7 for the quarter. Not bad.
    Jul 1, 2015. 08:19 AM | 1 Like Like |Link to Comment
  • NRG Yield buys stake in giant California solar farm [View news story]
    Is this the WSJ article you are thinking of?

    http://on.wsj.com/1K17fit
    Jun 18, 2015. 04:48 PM | Likes Like |Link to Comment
  • Wisconsin Energy deal for Integrys approved by Minnesota regulator [View news story]
    They also announced a prorated div increase! Will increase 17% y/y. Close the deal!
    Jun 13, 2015. 12:56 PM | 1 Like Like |Link to Comment
  • Differing Outlooks On The Market [View article]
    Hey Chowder,

    Thanks for the reply. It's been interesting to follow your strategy in 2015, where you seem to moving down the dividend yield ladder and up the dividend growth ladder. I understand that it's because you have your base of quality, but as someone who is younger than your son, it's an interesting turning point for the portfolio. Just as a question, it seems to me that you are also moving down on the quality ladder (ULTA doesn't have a quality ranking by Morningstar or S&P, while BWLD only has a B+ from S&P), and if that is also an intended thing, i.e. once the base is in you take more risk while you are ahead of schedule. Thanks as always for the help and guidance.

    John
    Jun 9, 2015. 10:27 AM | Likes Like |Link to Comment
  • Differing Outlooks On The Market [View article]
    Hey Chowder, I know you've always been a fan of letting your winners run. Just wanted a little clarification on why you're changing your philosophy here. I understand that they are +2x a full position, I've just seen you defend the strategy in the past. Thanks as always!

    John
    Jun 8, 2015. 06:50 PM | 2 Likes Like |Link to Comment
  • Equity REIT Prices And Interest Rates - Correlated Or Not? [View article]
    I think you meant to have a different Figure 1, it's O's correlation, while I think you meant to have the NAREIT index. Interesting article though!
    May 11, 2015. 01:59 PM | Likes Like |Link to Comment
  • Intel's margins and server growth well-received; capex budget cut [View news story]
    After their preannoucement I expected them to say something about the strong dollar. Any idea what this number would have looked with a "constant currency" type announcements?
    Apr 15, 2015. 09:07 AM | Likes Like |Link to Comment
  • Intel's (INTC) CEO Brian Krzanich on Q1 2015 Results - Earnings Call Transcript [View article]
    They set the goal of reducing mobile losses by 800m at the investor day in November, before they created the CCG
    Apr 15, 2015. 08:57 AM | 2 Likes Like |Link to Comment
  • Intel's (INTC) CEO Brian Krzanich on Q1 2015 Results - Earnings Call Transcript [View article]
    Interesting that DCG had $1.7bn in profit while the CCG had $1.3bn. Time to start thinking of intc as a server company rather than a pc company? (And yes I know the mobile business is killing the CCG, but still)
    Apr 14, 2015. 11:59 PM | Likes Like |Link to Comment
COMMENTS STATS
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