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Rose_Colored_Glasses

Rose_Colored_Glasses
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  • Trouble Looming In The Market... [View article]
    I enjoyed your article but have a contrarian view. I see the data getting better drip by drip. The overall market P/E is somewhat frothy vs. historical norms - but what do you expect when the Fed keeps a zero interest rate environment? But rather than criticize them, I will laud their efforts - where would the markets be without them? Bad. Real Bad. Their function was never designed to be an economy spur - but they are the only governmental organization to make the effort. They have walked the tightrope between easing and inflation pretty darn effectively. The market has been on a tear and a huge part is that the zero interest rates have spurred buybacks, debt refis and made a huge difference in the balance sheets of these stocks. Think about it. I can borrow a billion at prox 1% and retire stocks with a weighted average cost of capital of like 9-10%? What's not to love about that? Will ride the bull for 2014
    Jul 22 07:06 AM | 27 Likes Like |Link to Comment
  • What To Make Of That 5% McDonald's Dividend Hike [View article]
    I have thought about ditching the Golden Arches but consider this:
    1. Be careful about citing growth only in the metric of same store sales. Don't discount the potential of Mickey D's recreating their model in China, Middle East and getting penetration around the globe. This is often underestimated.

    2. Never forget this is at least a 25% real estate play that provides a solid base for a growth/profitability success story.

    Now here is my advice to Mickey D's:
    1. Split your stock. Yesterday. Psychological? Of course - but send the message.
    2. Double the quality of your products, and focus on your customers instead of your enemies. You will never win with the obese police. You will never get recognition of your efforts in low calorie options. Keep it simple and make better food.
    Jun 4 05:14 PM | 23 Likes Like |Link to Comment
  • 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
  • I Was Wrong About Apple [View article]
    Maybe the $350 number is after the split?
    Jun 9 11:39 AM | 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 | 17 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
  • 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
  • Cutting My Dividends By 35% - Improving My Dividend Growth Portfolio [View article]
    I think many investors may find themselves in my boat - I use high yielding stocks (Think T) because I cannot get a CD of 4-5% anywhere. So I need to add risk to get my 4-5% rate of return. Over time - I have taken my CD cash holdings down just because I do not have viable risk free alternatives that can provide income during my retirement. I don't like the fees associated with annuities - so I look at T, DUK, ED as critical components of my portfolio - and I do not focus on their growth - just want consistent divvy payments through my retirement. They are critically important to me, and I could really give 2 shytes about their growth - just hungry for the divvy.
    Jun 23 01:23 PM | 12 Likes Like |Link to Comment
  • Watch For Falling Skies [View article]
    A market built on the foundation of zero interest rates. I have zero other options, so I continue to invest in this Alice in Wonderland Market.
    May 30 05:20 PM | 12 Likes Like |Link to Comment
  • Wall Street Breakfast: Argentina Defaults, Crude Falls, Blackstone Hedge Fund [View article]
    GM should implement a new, streamlined recall policy where they simply announce the cars they are not recalling.
    Jun 30 09:19 AM | 11 Likes Like |Link to Comment
COMMENTS STATS
908 Comments
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