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Big MO

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  • PepsiCo: Q3 Results And Suspicious Share Repurchases [View article]
    Share repurchase for all the WRONG reasons. Where is the board of this company?
    Oct 7, 2015. 09:24 AM | 4 Likes Like |Link to Comment
  • This Is How A Bear Market Starts [View article]
    When the tech bubble burst, it was first said this was confined to tech. I believed it. WRONG. Once the contagion starts, it spreads. Just sayin.
    Dec 18, 2014. 05:17 AM | 8 Likes Like |Link to Comment
  • Should You Sell General Mills After 2015 Outlook Reduction? [View article]
    General Mills needs a reality check. Consumers will not be forever gullible. Example: Cheerios comes in many flavors. I recently bought Banana Nut Cheerios. Big letters on the top is "Whole Grain First Ingredient" I assumed it was oats! On getting home and at breakfast, reading the label I found the whole grain was....CORN. Next was SUGAR then Oats. With only 9 grams sugar, the amount of Oats must be miniscule.
    I am a recent stockholder in GIS, but I won't buy Cheerios again and will scrutinize the label on any other General Mills product prior to buying. The comment by Ray "RTE cereal needs to improve" is right on in many ways. They have lost one stockholder regardless of dividend history.
    Nov 10, 2014. 04:15 PM | 1 Like Like |Link to Comment
  • Revenue Shows That Ceasing Tobacco Sales In Stores Is No Great Loss For CVS Health [View article]
    Speeding checkout would be a plus, but they are not slow because of tobacco, they are slow because of inadequate training of staff, too few staff, and general confusion. I stopped shopping there because of that.
    Sep 24, 2014. 04:35 PM | Likes Like |Link to Comment
  • Find Easy Street At The Intersection Of Dividend Growth Drive And Buyback Lane [View article]
    I like your premise and the work you have done. I'm just a little disappointed that only two give a yield over 3% and T has such a low dividend growth. Unfortunately none really meet the old guy portfolio requirements for yield and growth. Thanks, though for slogging through this.
    Aug 16, 2013. 08:59 PM | 1 Like Like |Link to Comment
  • Retired Investors: Is It Time To Consider A New Investment Strategy? [View article]
    Thanks, Bob for an excellent article. It helps fill the void of articles for people IN retirement, rather than just planning for retirement.
    Jun 30, 2013. 03:38 PM | Likes Like |Link to Comment
  • Yields Are Low, Get Over It [View article]
    This was not up to your usual standards.
    Apr 4, 2013. 08:53 PM | Likes Like |Link to Comment
  • In Search Of Canadian Dividends: Part II [View article]
    I bailed out of Canada when EWC went south last year. Thanks for renewing my interest. The chart on XEI looks much better. Thanks for your chart on individual companies. I would hope that someone could do something on the order of what boomboom99 is suggesting as I find the research on Canada stocks daunting and need some help in that regard.
    Mar 12, 2013. 01:15 PM | Likes Like |Link to Comment
  • When To Buy And Sell Dividend Growth Stocks [View article]
    Quite a bit of thuzzy finking going on here from paragraph 2 of article on... My head is spinning. TIming your value investing aimed at dividend growth?? oh, my.
    Feb 5, 2013. 09:58 AM | 2 Likes Like |Link to Comment
  • The Evolution Of Portfolio Theory [View article]
    After great ideas in "Fooled by Randomness" and the black sway idea, Taleb seems to have gotten so esoteric that he has confused himself to the point he is like the rest of us. Maybe his fame was and illustration of randomness after all.
    Jan 31, 2013. 07:23 PM | 3 Likes Like |Link to Comment
  • Why You Shouldn't Think Of The S&P 500 As A Diversified Basket Of 500 Companies [View article]
    Good article, Tim, and lots of good info. Another perspective as to why the S&P 500 index became the predominant vehicle may be as simple as: IT WAS EASY and CHEAP to do. The SPY doesn't have to respond to changes in stock prices, it already reflects the change in cap weight. So almost no trading is involved. These two characteristics help to explain how it became popular with Vanguard and with investors also. That is was not an indication of all stocks behavior in the Market was beside the point. It was really an indicator of BIG stocks like the DJIA. In contrast, the RSP has higher costs because those costs are incurred in keeping the correct balance in stock ownership.
    I, unlike the other reader above, am not particularly concerned with the higher costs since I know why they are there and that the bottom line is still generally better than SPY even with its inherent lower costs.
    If you want to know what part of the Market is participating in a rally or downdraft just look at the difference between RSP and SPY!
    Jan 28, 2013. 05:11 PM | 1 Like Like |Link to Comment
  • Duke Energy CEO James Rogers' Retirement Is Addition By Subtraction [View article]
    Why is Rogers around till the end of 2013? Put Duke out of its misery now.
    Jan 1, 2013. 09:59 AM | 1 Like Like |Link to Comment
  • Why You Should Hold These Troubled Blue-Chip Stocks [View article]
    David Fish's is also 22.8 in November. This just shows how careful one must be in coming to conclusions with something as simple as P/E ratio. In any case a little rich for me.
    Dec 17, 2012. 11:44 AM | Likes Like |Link to Comment
  • Is Windows 8 making a bad situation worse for the (non-Apple) PC industry? NPD believes U.S. retail sales of Windows gear is down 21% Y/Y since Oct. 26, the day Win. 8 launched. Notebooks -24% and desktops -9%. Also, thanks to inventory-clearing and perhaps also a cautious enterprise response, Win. 8 has only made up 58% of Windows device sales since launch time, compared with 83% for Windows 7 in its first 4 weeks. 6% of Win. 8 notebook sales involved touchscreens, and ASPs rose to $477 from $433 in the year-ago period. (40M licenses[View news story]
    A major screw-up for the softies. They made it too confusing: RT?? What's that? Just call it Windows Touch and don't confuse us with an upgrade of a just fine Windows 7.
    Nov 29, 2012. 01:52 PM | 1 Like Like |Link to Comment
  • As Intel announces a CEO transition, Paul Thurrott reports Windows 8 PC sales have missed Microsoft's (MSFT) internal projections. He adds Microsoft is blaming the inability of OEMs to execute, though like others, he thinks that's far from the only culprit, and calls the OS a "Frankenstein’s monster mix of old and new that hides a great desktop upgrade under a crazy Metro front-end." Separately, Newegg says its Windows 8 sales are slow, though notebook demand is beginning to improve. [View news story]
    This appears to be a major blunder by softies. Too confusing for the public target. They should have been happy to just copy Apple with the touch thing, after all the history of MSFT from the very beginning has been to copy success, not make innovation.
    Nov 19, 2012. 12:00 PM | 3 Likes Like |Link to Comment