rdtuck02

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  • Will Whole Foods Become A Dividend Stock?  [View article]
    I wasn't following WFM in 2009. Does anyone know why they cut the dividend? Was it because the actually couldn't pay it, or decided to conserve funds through all of the uncertainty of the times?
    Dec 3, 2015. 09:14 AM | Likes Like |Link to Comment
  • Fastenal: A Great Company At A Fair Price  [View article]
    I own WMT as well. WFM, SBUX and FAST are my other retail stocks. WFM is a recent buy, but I've owned WMT since 2011. I'm still a believer in WMT, however, and bought more at $65. Retail is a tough business. I hope to capture the value oriented crowd with WMT, and the higher end, aspirational type experience, with WFM and SBUX.
    Nov 27, 2015. 04:11 PM | 1 Like Like |Link to Comment
  • Is It Time To Buy Whole Foods Near 5-Year Lows?  [View article]
    Which are perfectly acceptable price targets as long as you didn't buy it at growth multiples earlier in the year.
    Nov 25, 2015. 03:51 PM | Likes Like |Link to Comment
  • The Merger That Was Promised: Pfizer And Allergan  [View article]
    Per the press release, the dividend will remain unchanged. People still likely remember the dividend cut after the Wyeth acquisition, however.
    Nov 25, 2015. 02:42 PM | Likes Like |Link to Comment
  • Fastenal: A Great Company At A Fair Price  [View article]
    Good review on FAST. Just wondering, what was the "mistake" retail stock you are planning to sale?
    Nov 25, 2015. 12:15 PM | 1 Like Like |Link to Comment
  • Is It Time To Buy Whole Foods Near 5-Year Lows?  [View article]
    Here is what I see:

    -a stock whose business is the top dog involved in a clear secular trend (organics)
    -Low debt
    -a realistic pathway to continued growth with expanding store count that is self funded with cash flow.
    -a growing dividend and low payout ratio
    -big buyback
    -multiple in line or lower than S&P 500.
    -sitting at 52 wk low.
    Nov 24, 2015. 11:20 AM | 6 Likes Like |Link to Comment
  • Is It Time To Buy These Industrials Yet?  [View article]
    I have puts sold on CMI at $95 and on UNP at $80. Would begin to nibble at both of these at current prices. I filled out my EMR position earlier in the year. No real opinion on GWW.
    Nov 14, 2015. 10:53 AM | 1 Like Like |Link to Comment
  • Why Union Pacific Is A Stock To Avoid  [View article]
    thanks, silverbug
    Nov 13, 2015. 10:49 PM | Likes Like |Link to Comment
  • Why Union Pacific Is A Stock To Avoid  [View article]
    Phil,

    Excellent comment. The part about population growth being primarily in UNP territory over the next 30-50 years: Do you have a source for that, or is that just your feeling on what will happen?
    Nov 8, 2015. 01:34 PM | Likes Like |Link to Comment
  • Whole Foods Disappoints Again But Some Green Shoots Emerge  [View article]
    I totally agree with you that it is an aspirational brand. I see it as the starbucks of grocery stores. I own WFM for the high end, and WMT for the low end. As a recent investor in WFM with a cost basis of $29.86, it certainly hasn't been bad for my portfolio as of yet. It still remains to be seen how it will perform long term.
    Nov 6, 2015. 01:08 PM | 1 Like Like |Link to Comment
  • Whole Foods Disappoints Again But Some Green Shoots Emerge  [View article]
    The stock has actually looked pretty strong the last 2 days, and it is the only one in the green for me today, up over 1% right now. Bottom?
    Nov 6, 2015. 10:29 AM | Likes Like |Link to Comment
  • Whole Foods Disappoints Again But Some Green Shoots Emerge  [View article]
    My guess is it is a transcript error and it should have read " If we had a magic bullet we'd (would have ) already shot it" based on the context of the question and answer on the CC. I doubt the CEO would have stated he had found a magic bullet and already used it. I think he was trying to say they are still working through some things. This is only a guess though.
    Nov 5, 2015. 01:29 PM | 1 Like Like |Link to Comment
  • Has Whole Foods' Stock Price Bottomed?  [View article]
    Hopefully, this was the kitchen sink quarter. The seem to be low balling with the FY 16 estimate of "$1.50 or greater," especially if they are using that billion dollars they are borrowing to buy back stock. I liked the dividend raise. I am somewhat disappointed about tapping the debt markets; I liked the fact they were debt free and self funding expansion through existing cash flow. I bought more in the AH session.
    Nov 4, 2015. 09:41 PM | 2 Likes Like |Link to Comment
  • Mattel's Dividend Sustainability: Is 6% Yield Too Much?  [View article]
    I was an investor in MAT last year about this time and held through Q4 earnings as it is typically their strongest. Up until the report, the dividend had been covered. I sold after the poor quarter. I'd like to get back in after the divided is cut to a sustainable level. If this year's Q4 is as bad as last years, they might have to cut it.
    Nov 3, 2015. 01:15 PM | 1 Like Like |Link to Comment
  • Whole Foods At $30: A Massive No Brainer Or A Trap?  [View article]
    I've owned WMT for many years to catch consumers on the "low" end and am currently building my position in WFM in the low $30s to catch the "high" end consumer.
    Nov 3, 2015. 09:38 AM | 1 Like Like |Link to Comment
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