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  • Intel: Reasons To Curb Your Enthusiasm, As 2016 Looks Like Another Yawner [View article]
    10 year owner of INTC and for this stock - yawner is as good as it gets.
    Nov 24, 2015. 07:11 PM | 1 Like Like |Link to Comment
  • Wal-Mart: Save Your Money, Live Better Without This Terrible Stock [View article]
    I guess we are just lock step on this one TBDI - without any political commentary, we have immigrants flocking in, wages are down 3K per family since the downturn - I just really feel that WMT is a vital part of the economy. I live in the poorest county in the USA (over 200K people) and the WMT are so busy it is crazy.
    Nov 23, 2015. 03:52 PM | 3 Likes Like |Link to Comment
  • Goldman hits Phillips 66 with Sell rating, upgrades PBF Energy to Buy [View news story]
    Personally, what an amazing stock for me. I was given the stock for free from the COP spinoff and I think the initial valuation was like around $29 per share. In addition, they have raised the divvy much more frequently than annually. If they see an opportunity to reward the shareholders - they seize that opportunity. Long PSX - just wish I would have added to it since the spinoff other than just DRIPping it.
    Nov 23, 2015. 12:26 PM | 8 Likes Like |Link to Comment
  • Wal-Mart: Save Your Money, Live Better Without This Terrible Stock [View article]
    My pessimism on WMT is muted because there are tons of poor people that need $12 coats to keep them warm. And every day there are more than yesterday.
    Nov 23, 2015. 12:21 PM | 9 Likes Like |Link to Comment
  • Top 5 Picks For 2016 [View article]
    I will always give a hat tip of respect to those who own up to their misses, because most everyone sure as hell crows about their hits, and only the few will pony up on their misses.

    But sometimes you just get the feeling in this market that a monkey throwing a dart at the stock page can do as well as the experts.
    Nov 21, 2015. 11:03 PM | 3 Likes Like |Link to Comment
  • Portfolio Rehab - Why I Will Continue To Hold Chevron [View article]
    My CVX is a bit like work - beatings will continue until optimism improves.
    Nov 20, 2015. 08:42 PM | 3 Likes Like |Link to Comment
  • What To Expect From A McDonald's Domestic REIT [View article]
    The COP PSX deal seemed like a real bonanza for shareholders. Something is going on with MCD - they are like 6 weeks later than they have been on announcing the 4th quarter divvy. This thing has been announced between 9/16 and 9/18 for like 6-7 years.
    Nov 4, 2015. 08:32 PM | Likes Like |Link to Comment
  • Dividend Aristocrats Part 15 Of 52: McDonald's [View article]
    That outgoing CEO Thompson(?) must feel like a total failure. They dump him and they immediately head up.
    Oct 27, 2015. 06:18 PM | 2 Likes Like |Link to Comment
  • Duke Energy- Investors Do Not Like The Piedmont Deal, Nor Do I [View article]
    I vote they are lying or simply do not want to put the commitment out there at this point in time. When we identified a target - we had to have the synergy plan presented to the board before the offer. It has to be that way or you cannot evaluate the profitability of the new unit going forward and the resultant EPS. That would be gross negligence. I know you are likely much more on to the wonky weedsy stuff on this deal - but I never, ever worry about acquisitions by mgt teams I trust, because I just feel strongly that they are so well thought out that they will eventually bear fruit.
    Oct 27, 2015. 02:47 PM | 5 Likes Like |Link to Comment
  • Duke Energy- Investors Do Not Like The Piedmont Deal, Nor Do I [View article]
    Couple of counterpoints:
    1. I worked in M&A as a career. At the grass roots level building plants, closing plants etc. In all my experiences, there is no other decision that is so thoroughly analyzed before the jump. So many times I shook my head and said "why would we buy this junk" only to see the decision pay off in spades.
    2. When the world economy is stagnant - the growth rate in the USA at 0% - where does growth come from? You buy and get aggressive in this ZIR environment.
    3. Since you pay a premium for the company - the initial reaction is almost always a hit to the acquiring company. Believe me, DUK has quantified the synergies, and the rule of thumb is you never acquire unless it is accretive to EPS. Stay patient. Go back and look at their last acquisition (cant remember the name of the company and too lazy to look up). The initial reaction was a drop in share value. The stock dropped to $57 on the negative split neutral.
    4. No worries - keep the faith. You need DUK in your income portfolio.
    Oct 27, 2015. 10:04 AM | 4 Likes Like |Link to Comment
  • Duke Energy overpaying for Piedmont Natural Gas, analyst says [View news story]
    Piedmont shareholders are making 40% on the deal - so they may not need your sympathy. In addition - if you read the deal it looks extremely bipartisan in nature. Piedmont to retain HQ - have a board member + they are going to absorb and run the gas operations of DUK. Hope it is a win-win, but I am a DUK shareholder that would rather have been a Piedmont shareholder in this deal.
    Oct 26, 2015. 09:24 PM | 9 Likes Like |Link to Comment
  • Dividend Champions: 24 Increases Expected By The End Of December [View article]
    Mickey D is a few weeks late of their normal declaration date. They had been pretty consistent - maybe they are thinking split?
    Oct 16, 2015. 09:45 PM | 1 Like Like |Link to Comment
  • Wal-Mart Just Told You It's A Value Trap [View article]
    I have 1 word of advice to CEO McMillion - "rent"
    Oct 14, 2015. 07:32 PM | Likes Like |Link to Comment
  • Wal-Mart sits at multi-year low after guidance stuns [View news story]
    As down as I am on them today - I still think they are a critical component of our business landscape and the "last man standing" in retail. I guess I would consider this a buy opportunity for the long run.
    Oct 14, 2015. 12:00 PM | 2 Likes Like |Link to Comment
  • Wal-Mart sits at multi-year low after guidance stuns [View news story]
    What we have here is a failure to communicate. Former long WMT owner trying to figure these guys out.

    Shame what so many US icons have to go through nowadays. When I walk through the local Wal Mart - I look at their product offerings and I see the no name kind of brands where you can get a coat that can keep a kid from freezing for like 12 bucks, or gloves for 6. We need this type of company to have success here.

    KO, MCD, WMT just get creamed in the media, union while companies like Starbucks take a zero calorie beverage and so much stuff to it that it becomes 900 calories and tasty to your 11 year old and just get slobbered over.
    Oct 14, 2015. 11:23 AM | 23 Likes Like |Link to Comment