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Rose_Colored_Glasses

Rose_Colored_Glasses
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  • Why ConocoPhillips' Dividend Is Not Great...Anymore [View article]
    I will own COP until they shovel dirt on me. I will accept the numbers - but will add my own qualitative assessment as a COP shareholder for many years:

    1. COP management team is my absolute favorite, "they say what they do" and "do what they say".
    2. I think you may be underestimating the management effectiveness and conviction in the dividend policy. When COP spun of PSX - they kept the COP divvy at .66 even though they spun off 30% of the company. In essence, I got a 30% kick in divvy and a great stock in PSX for free.
    3. Look at the shareholder value that the PSX created. I got 1 share of PSX free for every 2 shares of COP. They saw value in the spin off and what a boon for investors it was. Spun off at $29 and a year + later went over $60. For free. Like a $30 divvy that keeps on giving.

    Buy COP and wait for the team to find another value creation opportunity.
    Aug 21 10:36 AM | 23 Likes Like |Link to Comment
  • Update To My 50 Predictions For 2013 [View article]
    I like people who put all of their calls out there for analysis - well done on your approach and honesty. I get sick of the folks who give you 50 calls and then do nothing but crow about the 4 they got right.
    Aug 4 02:49 AM | 19 Likes Like |Link to Comment
  • McDonald's to sell chicken wings [View news story]
    I would guess dead chickens
    Aug 26 02:55 PM | 17 Likes Like |Link to Comment
  • McDonald's Shareholders: We Got A Few More Years Of Low Growth Ahead [View article]
    I would offer the following advice to MCD:
    1. Split your stock in half. May be only psychological - but doesn't mean it won't help.
    2. Focus on your customers and not your enemies. You will never satisfy the "obese police" - you have tried. You have your calories posted all over, you have expanded your food offerings to include low calorie options. You still get targeted while the BK across the street runs their bacon sundae special without reaction.
    3. Get back to basics. More quality, better service, sacrifice some of the items that slow you down.
    Mar 27 09:38 AM | 16 Likes Like |Link to Comment
  • 26 Conservative Dividend Stocks That Should Beat Bonds [View article]
    Congratulations on a worthless partisan post. As an fyi, most of the folks on this blog tend to try to give insights into money matters, so as a community we can make more informed financial decisions. We try to leave thoughtless partisan posts for other political blogs.
    Sep 27 11:40 AM | 16 Likes Like |Link to Comment
  • Intel: Don't Panic [View article]
    Guide down, miss, wash, rinse, repeat. Until they show it in the numbers, this one will continue to bark. Highly shorted, and they have to prove it now - no one will take their word they are in the game until they are.
    Jul 18 12:44 AM | 15 Likes Like |Link to Comment
  • I Concede Defeat On ARM Holdings [View article]
    Personally I gain respect when people take accountability for their positions, as nobody expects perfection, and your reasons are always clearly stated for a reader's assessment.

    Lots of people in the world that spew out hundreds calls, and then crow to the high heavens with bells and whistles when they hit, and never mention anything when they crash and burn. Jim Cramer anyone? Precious few that stand up and say here's one I got wrong.
    Oct 30 12:56 PM | 14 Likes Like |Link to Comment
  • Intel: So You Want Some Growth, Huh? [View article]
    Always love your unique angle Russ - on this one - pass me what you're smoking.
    Sep 4 08:32 PM | 13 Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    I think the only chip company that INTC could buy without a fight from the current administration is Lays.
    Dec 4 05:19 PM | 13 Likes Like |Link to Comment
  • Coca-Cola's Hidden Source Of Value [View article]
    I like KO, because I trust their management team. I think they will be able to reposition the company to deal with the threats on the horizon. I do have some sympathy for KO and MCD on the amount of heat they take vs. their competition. MCD puts their calories on every wall on the restaurant while BK runs their maple syrup and bacon shake promo and MCD takes all the heat. KO takes the heat on the beverage market while Starbucks turns the zero calorie coffee beverage and whips up a 700 calories frap with whip for the little ones and no one bitches.
    Nov 4 10:53 AM | 11 Likes Like |Link to Comment
  • Intel Stock: A Buy Or Not? [View article]
    If you want to buy INTC just wait. It is dead money anyway in the short term, and a hiccup in the overall economy could give you a sub $20 buying opportunity. Long and tortured INTC owner.
    Jul 22 01:49 PM | 10 Likes Like |Link to Comment
  • It May Be Time To Sell Out Of High-Yielding AT&T [View article]
    I appreciate your comments Aces but I have to admit I was confused by your conclusions. Basically it seemed like you said:
    1. They hit or exceeded expectations
    2. Had an attractive valuation forward and back
    3. Great yield
    4. Sell
    Feb 13 11:40 AM | 9 Likes Like |Link to Comment
  • Fall Down Friday: Cliff Diving Special [View article]
    I just have more interest in a non-political financial community that is interested in investing ideas. I can get this crap from any number of political commentary blogs.
    Dec 21 11:06 AM | 9 Likes Like |Link to Comment
  • Obama's "economic fish stories," claiming that the stimulus was several times more potent than his own chief economic adviser believes, are becoming embarrassing. The numbers so lack credibility, they might as well have been pulled out of a hat.  [View news story]
    Paul -
    I am definitely in the corner of Positive Thoughts on this debate. You use a finger pointing kind of arguement while he addresses the situation much more objectively, and fairly.

    I agree that the President had alot on his plate, as did George. But when you spend a trillion dollars, and say it will deliver x amount of jobs, when you swing and miss on that size of bet - yours and all othersĀ“ fingerpointing is childish.
    Jul 21 08:37 PM | 9 Likes Like |Link to Comment
  • Foreclosure Friday: The Top 1 Percent Stick It to the Banks [View article]
    Very interesting data and read Phillip - thank you.

    However, while I hate legislation, in this specific case I would prefer adding a law (or tax penalty) with teeth to protect against strategic dumping of houses by the rich; rather than another stimulus or incentive plan. As a proposal, when a house mortgage is written off, a 1099 is prepared. You could easily add a penalty when reporting above "x" in income and the write off of a mortgage.
    Jul 9 11:02 AM | 9 Likes Like |Link to Comment
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