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Rose_Colored_Glasses

Rose_Colored_Glasses
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  • Update: McDonald's Sales Look Disturbing [View article]
    8566031 -
    Three steps to a better MCD:
    1. Leadership actually leads and confronts some of these headwinds head on.
    2. You worry about your customers and not your enemies that you will never please. Think quality of food, and nuturition per calorie and not just throwing garbage lo cal options to please the Obese Police and Ms. Obama.
    3. Do a stock split. Send the psychological message.
    Sep 10 01:01 PM | Likes Like |Link to Comment
  • When Will BP's Selloff End? [View article]
    I choose to hang in. why? I am only buying beat up stocks in today's market. Who is more beat up than BP?
    Sep 10 12:54 PM | 4 Likes Like |Link to Comment
  • Energy Portfolios: 20 Months: Conclusions & Observations [View article]
    I have been an ecstatic owner of COP and when I factor in my gifted PSX I am getting significantly more returns than you state. Still, I am impressed by your gains and congratulate you and wish you the best in the future. I am long petroleum, primarily because I am only buying beaten up and low valuation sectors right now. Long COP, CVX, PSX, and BP (the ultimate punching bag)
    Sep 9 09:38 PM | 1 Like Like |Link to Comment
  • BP: Why You Should Grasp This Opportunity [View article]
    I agree with the overall sentiment, just because I think there is a lot of grinding to get to the final payout. I think they find a way to call in their political gifts and kick start some bribes to make this better. Not saying they will do something illegal - but they will find a way to do illegal things legally.
    Sep 9 07:30 PM | 3 Likes Like |Link to Comment
  • Update: McDonald's Sales Look Disturbing [View article]
    I think he needs to get out there and confront some of these issues head on.
    Sep 9 07:25 PM | Likes Like |Link to Comment
  • Update: McDonald's Sales Look Disturbing [View article]
    As I read this, a gentleman in the corner office is updating his resume at Hamburger HQ.
    Sep 9 04:34 PM | Likes Like |Link to Comment
  • Reviewing My Bullish Stance On BP [View article]
    Cant tell you what to do User312 - but I am hanging in there and holding on for the divvy. This stock would trade at $70+ if it wasn't shrouded in negativity. Now you cannot discard the negativity - because it is real stuff and it is significant. But I am betting they get this stuff in the rearview mirror, and start that march to $70.

    I remember owning INTC and it just struggled, and I knew if they could post a growth story, they would slay the shorts and eventually my patience was indeed rewarded. Think BP takes the same route, but if you don't have a window of over a year - maybe BP is not for you. For me, long for 2 years and hope to enjoy the 5% divvy over that time frame.
    Sep 8 09:06 PM | 2 Likes Like |Link to Comment
  • Retirement Mistakes And Investment Solutions [View article]
    Thank you Clay for both the article and your response.
    Sep 4 12:43 PM | Likes Like |Link to Comment
  • (Un)Happiness At McDonald's? Outlook Not So Tasty In 2014 [View article]
    With a tear in my eye - I think I will sell my Mickey D's. It was the first stock in my portfolio and I have done nothing but DRIP in over the years. There are just too many forces and headwinds in their kitchen:

    1. The "obese police" that will pummel MCD while the BK across the street announces their bacon sundae, Taco Bell puts a whole bag of Doritos in a taco - then considers deep frying it, and Starbux announces that they have a new frappucino for kids that has 800 calories in it. Is it fair? - no - but it doesn't matter.

    2. The unions pound them, despite their history of being a great and safe place to begin your career, learn some customer service concepts, and learn to work hard. Why do they pound MCD? Because they can, and because that is where the money is.

    3. Most disappointing - it seems the management team has sort of "checked out". No significant improvements in quality, product offerings, you name it - the new CEO has virtually nothing to hang his hat on. Sort of like the old bucket test. If you want to see his impact take a bucket with water in it, put his hand in it and then take it out to see what difference he created.

    It seems the USA has sort of fled from its roots, and has no issue attacking icons that have been an integral part of our economy. Hope that changes soon.
    Sep 4 12:03 PM | 11 Likes Like |Link to Comment
  • BP found grossly negligent in 2010 Gulf spill, shares -4.3% [View news story]
    It looks as if JD in NJ is clearly the homeowner, the only doubt is if he is negligent or stupid. :-)

    This too will pass. Long BP - short stupidity and gross negligence.
    Sep 4 11:52 AM | 1 Like Like |Link to Comment
  • More on "grossly negligent" ruling against BP [View news story]
    With BP as a significant part of my portfolio I can only say 2 things:

    1. Was the wrong day to give up on alcohol and valium.
    2. I would say buy the dip - but is more like buy the tank.
    Sep 4 11:48 AM | 5 Likes Like |Link to Comment
  • Retirement Mistakes And Investment Solutions [View article]
    Thanks for your thoughts -as a QQ - I noticed that you had prox zero love for annuities in retirement. Was it just that you were focused on the equity side or is there a strong anti annuity sentiment buried in there?
    Sep 4 11:13 AM | Likes Like |Link to Comment
  • Why McDonald's Shouldn't Worry About The Burger King/Tim Hortons Deal [View article]
    I agree they don't need to worry about BK - but they damn well better worry about themselves. Current management is reducing the Golden Arches to a shell of their former selves, and into almost a pure real estate play. Can you name one thing they have done to improve the brand in the past couple of years? This isn't Qualcomm or INTC where innovation is difficult and risky. Their competitors roll out products that hit the top line and improve the quality of their offerings. And what do I see as a shareholder of MCD? Some stupid Num Num Economics pitch with Jalapenos? I do not like to be overreactive - but the upper management here needs to be put on notice to produce - because they are on track to have a $93 stock at Dow 30K
    Sep 3 10:23 AM | 4 Likes Like |Link to Comment
  • Dividend Champions For September 2014 [View article]
    So $INTC has one more shot to stay on the list? If they don't raise on the last day and November they drop off the lists. Does that mean anything to them?
    Aug 31 05:10 PM | 2 Likes Like |Link to Comment
  • Ensco Looks Attractive At Current Levels [View article]
    I am a new ESV shareholder. Condolences or congratulations? LOL.

    Anyway - I came for the divvy and the valuation and didn't mind having a little more risk in my divvy income portfolio to get the higher return. It just seems odd that ESV would continue this recent trend of divvy increases. Better just to invest in the business and maybe go pennies instead of recent quarters? Don't see a huge need to exceed 6-7% divvy rate. Keep it, and use it wisely - and don't let me down.
    Aug 28 10:53 AM | 1 Like Like |Link to Comment
COMMENTS STATS
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