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Dr Fred

Dr Fred
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  • McDonald's Turnaround Plan Is A Dud [View article]
    I've been an MCD investor for >15 yrs. I'm sick and tired of these self appointed gourmets complaining about food quality, etc. Yesterday at the height of lunch hour (1 PM), we stopped at a Chick-fil-a. The place was loaded but did not feel crowded. Here is why: 1. The folks taking orders were polite and knowledgeable. 2. There wasn't a crowd hanging around waiting for their name to be called for their order. We sat at a table and the food was brought to us. 3. There were two older ladies circulating through the eating area picking up used items and cleaning the tables before and after you ate. 4. Hand wipes were put on the table as was a packaged mint. 5.Everyone was polite.
    And Oh yes, I almost forgot, the food was neatly packaged and delicious. Lunch cost us about a buck or so more but well worth it.
    Contrast that with your recent MCD experience. I'll hang with MCD as long as the dividend keeps growing but that will be it.
    May 15, 2015. 09:42 AM | 6 Likes Like |Link to Comment
  • McDonald's Q1: How Much Is Its Turnaround Costing? [View article]
    This article is rubbish! It is nothing but undocumented opinion about the quality of MCD's food and loaded with bias (e.g. so-called "turnaround"). Read the profile of the lofty sounding "Corporate Accountability Intl" author(s) and you can get a pretty good idea what type of people wrote this.
    As for SA, you should be ashamed to have published it.
    Apr 22, 2015. 04:20 PM | 2 Likes Like |Link to Comment
  • The Future Of Seeking Alpha, From One Contributor's Perspective [View article]
    I have read a smattering of the 300+ comments and find many aspects with which I agree. I will probably go for the expanded service depending upon cost, but continue with the free SA where the comments are more valuable than the articles on many occasions.
    Mar 26, 2015. 11:02 AM | 2 Likes Like |Link to Comment
  • Gilead Sciences: An Analysis Using Warren Buffett's Owner-Earnings Equation [View article]
    At 85 yrs I guess I qualify as a depression kid. I never realized that we were up against it. We ate lots of stew, cod fish cakes, and hot dog and beans casseroles. I only found out later that my father lost all his money in an uncle's S&L when he protected his own kids and threw his nephew to the dogs.
    The old dictum "nobody cares about your money as much as you do" has been my mantra. I tried investment services of my bank and later a broker- learned my lesson and for the last 30 yrs, I've done it myself. It takes time and education and SA but it ain't rocket science and it has worked for me.

    P.S. I own 300 shares of GILD (since I know medicine and still practice) but mostly a dividend growth portfolio. A lot of thanks is due to you and all the participants on this web site.
    Mar 18, 2015. 04:39 PM | 5 Likes Like |Link to Comment
  • Barclays top dividends picks in the consumer products/services sector [View news story]
    @six Truth is I don't know much about e-cigs other than that there is a lot of controversy about their use. I would tend to avoid them until the dust settles.
    Jan 29, 2015. 03:20 PM | Likes Like |Link to Comment
  • Barclays top dividends picks in the consumer products/services sector [View news story]
    To BruceLee1984----You misinterpreted what I wrote. I never said that two packs a day was no more harmful than one cigarette; of course the more , the worse. One cigarette daily could be harmful. For that matter being around smokers (passive smoke) is well established as dangerous even if you don't smoke at all. On the other hand no one will ever become obese on one potato chip a day or from hanging around people eating.
    Jan 15, 2015. 01:27 PM | Likes Like |Link to Comment
  • Barclays top dividends picks in the consumer products/services sector [View news story]
    Why don't you people stop with the specious arguments. It's very simple: candy and soda, etc are not unhealthy and do not cause obesity when taken in moderation. Tobacco on the other hand is inherently harmful causing a multitude of illnesses regardless of the amount taken. Case closed.
    PS- I'm a pediatrician.
    Jan 14, 2015. 09:27 PM | Likes Like |Link to Comment
  • McDonald's: Yet Another Major Food Safety Scandal [View article]
    How can we be certain that this plastic and tooth discovery is incompetence and
    not industrial sabotage? This contamination will be good for MCD competitors, but it is fantastic for MCD shorts.
    Jan 8, 2015. 10:10 AM | 1 Like Like |Link to Comment
  • Update: McDonald's Same-Stores Go From Bad To Much Worse [View article]
    @positivethoughts After reading your most recent tirade, it's hard to escape the thinking that you have the most inappropriate moniker of all time.
    Dec 8, 2014. 05:57 PM | 5 Likes Like |Link to Comment
  • 2 Big Names That Are Likely To Underperform In 2015 [View article]
    @User814... & Rubygreta :I agree with everything you say, but there is no denying that MCD has suffered from the perception of poor quality. It's a fashionable (but inaccurate) position.
    The bigger problem in my mind is the slow service. I never waited more than 2 or 3 minutes for an order a year ago, but recently I have waited >15 minutes at least twice. That isn't "fast food" and had better get corrected soon. I hate to say it, but on the road now I look for Chick-Fil-A. Faster service and I love their commercials.
    Dec 6, 2014. 08:15 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson reportedly hires GS to explore sale of Splenda [View news story]
    Plain old sugar (sucrose) is neither good nor bad for you if you are not a diabetic and of reasonable weight. A tsp of sugar has 15 calories so if you use 6 tsp daily that's only a hundred calories. The "artificial chemical" nuts probably have lots of things wrong with Splenda, but no problems have been verified. Personally I like it in coffee better than sugar so I hope if JNJ sell it, that it stays on the market
    Dec 3, 2014. 04:42 PM | 2 Likes Like |Link to Comment
  • GoPro: Here Come The Shorts [View article]
    I don't short stocks, but if I did GoPro would get my vote. The financials are rich, but my concern is with the product itself. How long will it take to exhaust the number of narcissists who want to take videos of themselves on skate boards, etc, and how many people are going to watch them? Probably the worst product idea since SodaStream.
    Nov 26, 2014. 10:59 AM | 1 Like Like |Link to Comment
  • Analysis: McDonald's has a millennials problem [View news story]
    I just returned from a long road trip (FL to NY and back). Much of my eating was at fast food sites. I am an MCD investor and find the food OK, but on recent trips the service has become slow and the staff incompetent I never used to see a line of people waiting for their orders to be ready until recently. By the end of our trip we were looking for Chick-fil-a stores. The service was faster and more efficient and courteous, and the food was better (I hate to say that). MCD had better get their act together j--and soon.
    Oct 22, 2014. 11:24 AM | Likes Like |Link to Comment
  • Market Meltdown Faced With Aplomb By Retirees Bolstered By Dividends [View article]
    To Water Buffalo: A couple of comments re Ebola that don't have much to do with investing. Ebola virus doesn't seem to need an intermediate host so it could spread pretty widely in the US. Re the nurse/doctor screw up in Dallas.
    Blame some of this on our bureaucracy and the electronic medical record. There is so much boilerplate in ER records that it is difficult to find important info e.g. if a 3 yr old goes to the ER with an earache, I get an 8 page report the next morning some of which informs me that my patient denies the use of illegal drugs, alcohol, or tobacco and that he was accompanied by his 34 yr old mother and 35 yr old father both of whom seem and well oriented. It takes searching to find out if he had an ear infection and how he was treated. Chalk this up to a necessary CYA by ER docs. No wonder to me how that info got lost. It was probably noted on page four.
    Oct 17, 2014. 09:23 AM | 1 Like Like |Link to Comment
  • Big money flowing to from med firms to docs [View news story]
    These government releases designed to put doctors in a bad light are really disingenuous. Most of the money is going to medical institutions that are performing genuine research. A very small portion is going to MDs who are in a position to use a company's medical devices. This is deplorable and should be stopped, but don't throw the baby out with the bath water. Drug companies have products and they want the practicing docs to learn about them and hopefully use them. So they bring a few pizzas and cokes at lunch and talk to us while we eat. Big deal! How often do you think that I have prescribed a drug because the rep brought brownies for dessert and the other guy didn't? Seems to me a lot more ethical than sticking big misleading ads in lay magazines with the
    "ask your doctor if this is suitable for you" Give me a break!
    Oct 1, 2014. 01:21 PM | 3 Likes Like |Link to Comment