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ARG1

ARG1
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  • Activists Vs. Darden: Look Beyond The Real Estate [View article]
    John,

    I think that most investors understand everything you said in this article because it is old news. I think you are beating a dead horse. The results so far at Darden are the result of having an incompetent CEO. Furthermore, the activists are more concerned now about getting Clarence Otis out as CEO. The proposals that you mention were put forth by activists done to get the discussion going from doing nothing to doing something on behalf of shareholders. I think that when Otis is removed and a competent CEO is appointed we will see growth again at at Darden.
    Apr 20 08:50 AM | 1 Like Like |Link to Comment
  • Alliance Bernstein Deserves Some Credit [View article]
    Chuck Royce of the RVT fund and a top investor said that AB is the one stock to own in a long term portfolio.
    Apr 17 12:26 PM | Likes Like |Link to Comment
  • Darden Restaurants Fiasco Continues As Lawsuit Is Filed And Shareholders Demand Vote [View article]
    John,

    The proposals set forth by the activists were done because of the inactivity of Darden. Before the activists showed up there was absolutely no activity, changes in menu, operations, nothing by Clarence Otis et al? Clarence Otis was complacent and this was related to his skill sets in lawyering rather than the restaurant business. I have seen this many times as an investor and once you replace a poor leader with somebody who knows what their doing, things change. I remember when MCD was going through this at $13 a share and brought in a great CEO. John, that is just one example, I can go on.. Ford, MSFT. John, part of investing is having vision and I wonder if back when MCD was back at $13 you probably would have said this about McDonald.
    Apr 16 12:26 PM | 2 Likes Like |Link to Comment
  • Darden Restaurants Fiasco Continues As Lawsuit Is Filed And Shareholders Demand Vote [View article]
    I would mention that there is agreement with many shareholders that the CEO, Clarence Otis has to go. Mr. Otis is a lawyer by training and many of the DRI shareholders believe that the CEO should have a solid background in the restaurant operations. Getting a new CEO appears to be what everyone one wants and it is apparent that Mr. Otis is doing more lawyering than doing a good job with running the restaurant business
    Apr 16 11:16 AM | Likes Like |Link to Comment
  • Darden Restaurants Fiasco Continues As Lawsuit Is Filed And Shareholders Demand Vote [View article]
    If you wish for a shareholder meeting and your shares are held by a broker you must call your broker and ask for the white card or control number to vote for a meeting.
    Apr 16 09:20 AM | Likes Like |Link to Comment
  • Intel Earnings: What Goes Up Usually Comes Down [View article]
    I listened to Dave and sold, maybe I should have thought more, hugh?
    Apr 15 04:53 PM | Likes Like |Link to Comment
  • Intel Earnings: What Goes Up Usually Comes Down [View article]
    Mace I sold all my shares thanks to Dave!
    Apr 15 04:47 PM | Likes Like |Link to Comment
  • Intel Earnings: What Goes Up Usually Comes Down [View article]
    You said "what comes up must come down", right. So I shorted and sold all my shares.
    Apr 15 04:47 PM | 1 Like Like |Link to Comment
  • Intel Earnings: What Goes Up Usually Comes Down [View article]
    Dave ,

    I listened to you and sold all my INTC shares and shorted the stock. Did I do good?
    Apr 15 04:14 PM | 1 Like Like |Link to Comment
  • Pressure Mounts On Darden Management As Investor Day Cancelled [View article]
    One more point!

    To clarify!

    To vote for a shareholder meeting tell your broker you want a white card or to vote for a shareholder meeting.
    Apr 14 11:01 AM | Likes Like |Link to Comment
  • How Will Darden Restaurants' Earnings Hold Up Amid Red Lobster Spin-Off And The Rise Of Chipotle? [View article]
    One more point!

    To vote for a shareholder meeting tell your broker you want a white card or to vote for a shareholder meeting.
    Apr 14 10:59 AM | Likes Like |Link to Comment
  • Pressure Mounts On Darden Management As Investor Day Cancelled [View article]
    PLEASE BE ADVISED!

    If you wish a change at Dardin there is a proxy vote now in process and you hold your shares at a brokerage you must first call your brokerage to get a control number and then vote at "for" a shareholder meeting:

    vote.com/pv/web.do
    Apr 14 10:48 AM | Likes Like |Link to Comment
  • How Will Darden Restaurants' Earnings Hold Up Amid Red Lobster Spin-Off And The Rise Of Chipotle? [View article]
    If you wish a change at Dardin there is a proxy vote now in process and you hold your shares at a brokerage you must first call your brokerage to get a control number and then vote at "for" a shareholder meeting:

    vote.com/pv/web.do
    Apr 14 10:44 AM | Likes Like |Link to Comment
  • Earnings Preview: Intel Corp. Q1 2014 [View article]
    INTC was shorted up until recently because Goldman Sachs put a sell on the stock and a price target of $16! While retail customers were selling their shares in panic at discount prices because of the GS sell rating, GS was buying close to 7,000,000 of those discounted shares! Isn't the wonderful! INTC is in the top 100 GS positions!
    Apr 12 08:29 PM | 2 Likes Like |Link to Comment
  • Is There Value In Dr Pepper Snapple Group, Inc.? [View article]
    Passive,

    It looks like you should look at products more because what ever metric you used have been wrong and I have been right!
    Apr 7 02:54 PM | Likes Like |Link to Comment
COMMENTS STATS
446 Comments
465 Likes