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rdtuck02

rdtuck02
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  • McDonald's: I'm Loving The Opportunity [View article]
    thanks for the link, I had forgotten Readers digest still existed.
    Jan 1, 2015. 12:45 PM | 2 Likes Like |Link to Comment
  • A Better Mattel Analyst Report [View article]
    The author seems very sure of himself, and I hope he's correct. I've been buying MAT since OCT. I have a full position now, and won't be buying more unless the stock really takes a hit. I think the low is probably in and the stock has yield support at these levels. In 2012, HAS was the stock hated and MAT was loved by the street with HAS yielding 4% at the time. The reverse is now true.

    Frozen was extremely popular the last two holidays. Most people aren't going to buy a Frozen doll and a barbie doll. So some of those sales that would have gone to Barbie were in effect "taken" by the Frozen line. Frozen won't be as popular going forward as we are over a year out from the release date. And the sudden drop in oil has given people more discretionary income this holiday season, some of it likely going to MAT. Also, comps on barbie and fisher price will be a easy hurdle to leap over in 2015.

    The argument that kids don't relate to Barbie anymore and prefer tablets is getting tired as well. Little girls like Barbie just as much as they always did. I will admit that more of their parents' disposable income may have gone to tablets/gadgets the last few years, but tablet sales are now decelerating as everyone has one and the upgrade cycles are longer than people initially anticipated. That income is now available to be spent on more traditional toys. There's an equilibrium to all this; I think the pendulum has swung far to negative in regards to MAT.
    Dec 31, 2014. 03:45 PM | 3 Likes Like |Link to Comment
  • Making The Difficult Decision To Part Ways With BP [View article]
    I've been a holder of BP since shortly after the spill in 2010, comfortable in the fact that shares would likely recover once the total liabilities were known. The sanctions in Russia are far more concerning to me. I can see a scenario where BP essentially loses that 20% stake. The price of oil will recover, and being integrated, BP should weather this storm just as well as the other supermajors. I remain long, and await the trial results in Jan '15. I would buy more at around the $31 level, and have sold puts accordingly.
    Dec 30, 2014. 12:23 PM | Likes Like |Link to Comment
  • Aqua America: Quantifying The Dividend Reinvestment Discount [View article]
    you can re invest the dividends at any broker, but you won't get the 5% discount, although one commenter stated a few years back that he contacted his brokerage and they somehow gave him the discount. I contacted Vanguard about this, but they were unable to enroll me.
    Dec 30, 2014. 11:54 AM | 1 Like Like |Link to Comment
  • Update: Finally Some Good News For BP's Business Economic Loss Settlement [View article]
    Cautiously,

    Thank you for your response. What is the reason for even assigning percentage of blame then?
    Dec 21, 2014. 11:22 AM | Likes Like |Link to Comment
  • Update: Finally Some Good News For BP's Business Economic Loss Settlement [View article]
    Specialist:

    Perhaps you can answer this question for me. Since BP was found to be 67% fault for the spill, does this mean they can only be charged 67% of the potential 18B fine? I have wondered about this, and haven't read anything on it.
    Dec 20, 2014. 12:12 PM | 1 Like Like |Link to Comment
  • This Is The Third Most Attractive Time To Buy AT&T In The Past Generation [View article]
    T is down to 1.9% of my portfolio from a high of around 5% a few years back. Frankly, the overall debt levels, high payout ratio, and pension obligations scare me from buying more. It surprises me that these risks are not discussed more.
    Dec 20, 2014. 11:33 AM | Likes Like |Link to Comment
  • McDonald's Nears 52-Week Low: How Overpriced Chicken And Millennials Are To Blame [View article]
    Peapaw, sometimes it is hard to express sarcasm on the internet. I think we are likely in agreement in the (un)healthiness of a chipotle burrito vs a big mac.
    Dec 20, 2014. 11:14 AM | 2 Likes Like |Link to Comment
  • NASDAQ Dividend Achievers: Deere & Company [View article]
    My buy zone on DE is around $80. I'm looking to sell some $80 puts, either LEAPS or fairly far out exp date, the next time the we get a good pullback in the name.
    Dec 20, 2014. 10:31 AM | 2 Likes Like |Link to Comment
  • McDonald's Nears 52-Week Low: How Overpriced Chicken And Millennials Are To Blame [View article]
    He also forgot to mention that Chipotle's is the healthier option.
    Dec 19, 2014. 03:45 PM | 3 Likes Like |Link to Comment
  • Time To Buy Boeing [View article]
    Bret has historically been of great benefit to this site's members. Who cares if he puts in a plug for his business? He is providing you with free advice! Plus, this had to be cleared by the SA editors before publishing.
    Dec 17, 2014. 11:05 AM | 10 Likes Like |Link to Comment
  • Mattel Vs Hasbro: Which Toy Titan Will Fatten Your Wallet? [View article]
    Two years ago, HAS was the dog. The situation has reversed. Now is the time to accumulate MAT. It has yield support at these levels.
    Dec 15, 2014. 09:22 AM | 2 Likes Like |Link to Comment
  • Never Let A Good Bear Market Go To Waste: Energy Gems Amidst The Rubble [View article]
    Mr Merola,

    Thank you for the article. It has peaked my interest in HAL, although I know little about the oil service industry. I've chosen to play the drop in oil by purchasing XOM today as well as selling puts on BP. Looking back, XOM rarely yields above 3%, and they have successfully navigated drops in oil before. The AAA rating helps me sleep well at night. BP is my more speculative play. It yields more than RDS, and once the uncertainly of the total spill liabilities passes, I think we'll see a relatively quick uptick in price as long as the price of crude stabilizes.
    Dec 10, 2014. 04:45 PM | Likes Like |Link to Comment
  • AT&T: Dividend Increase Coming, Here's What To Expect [View article]
    I agree Toneguru. I have sold the feb $30 puts and would be willing to accept assignment at that level.
    Dec 10, 2014. 01:59 PM | Likes Like |Link to Comment
  • Why I Purchased Exxon Mobil And Chevron This Week [View article]
    Very true Jack, but that's why I choose to invest in the company with the AAA rating. We've seen the financials blow up many times. XOM has historically managed lower oil prices very effectively.
    Dec 10, 2014. 01:42 PM | Likes Like |Link to Comment
COMMENTS STATS
474 Comments
544 Likes