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Dr Fred

Dr Fred
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  • 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
  • McDonald's: A Matter Of Taste [View article]
    @rubygreta I agree with you completely. When I saw that graph I had a lot of questions. How many of the respondents ate at MCD. One of my sons would rather die than eat at MCD "the food is bad". When did he last eat there? He can't remember.
    Fudrucker's has a good hamburger, but how can you call it fast food. The same goes for Five Guys where the service isn't fast and the fries are greasy and covered with potato skin. Let's not compare apples and oranges.
    Sep 27, 2014. 11:11 AM | 1 Like Like |Link to Comment
  • How To Achieve 20% Plus Yield Using A Simple Strategy And Beating Smart Money [View article]
    All of your LEAP diagrams fairly include dividends and option premiums, but they should not include the differential of the purchase price from the strike. That's a best case scenario. There is just as much chance that the stock will not move at all, or worse yet move against you. You mention that in your "caveats" but should leave it out of your diagrams. IMO
    I have three rules for options: Keep the time short (less than 2 mos and preferably weekly). Stick to cash secured Puts on stocks you wouldn't mind owning, and selling covered calls. NEVER buy calls-always sell. Finally, if you make the wrong move, try to buy the option back while you are only losing your premium. It ain't rocket science.
    Sep 26, 2014. 08:53 PM | Likes Like |Link to Comment
  • General Electric Has Focus, Upside And Is Defensive (And The Dividend Is Going Up) [View article]
    @Mvkingfish : Nice putdown to Ed Rudy.

    On a more appropriate note:
    There are plenty of solid companies out there with good dividends and growth in value. I refer to GE as an "is gonna" stock. I'll look at it after some of the wonderful things predicted in this article start to happen.
    Sep 11, 2014. 05:07 PM | 1 Like Like |Link to Comment
  • Recent Buy: General Electric [View article]
    I owned GE 10yrs ago and sold it. Bought it back one yr ago and the price is the same as 10yrs previously. I own 50 stocks and 48 of them are up (I cull out the losers but somehow hung on to GE) It's going as soon as it goes ex-div in two wks. Great name--lousy stock.
    I am a "dividend investor" but not necessarily a "DGI". Given two stocks one with a 2% div with 10% growth, and the other with a 3% without growth, and all else being equal (beta, CAGR, % payout, etc), it will take the 2% stock almost 5 yrs to catch up to the 3% stock. Why not take the 3% and wait for the 2% to catch up, then reevaluate which to own. Mathematically you'll come out ahead.
    Sep 6, 2014. 09:31 AM | Likes Like |Link to Comment
  • How NOT To Report On Demographics: Millennials Blamed For Taking Down McDonald's [View article]
    Your statistical commentaries are quite valid, but from my own anecdotal observations, there is a strong opinion among young adults that MCD food is "junk" or "garbage". There isn't one article here on Seeking Alpha where someone doesn't blast MCD for it's food quality. It is really trendy to say "I would never go to McDonalds."
    I've been to 5 Guys and won't go back. Half of the French fries have potato skins and the burgers are a mess. As for chipotle and their all organic produce, I like Moe's better, but then I don't have to shop at Whole Foods to feel I'm not being poisoned.
    Aug 27, 2014. 07:39 AM | 5 Likes Like |Link to Comment
  • Dunkin' Donuts Blames The Economy And The Weather, Huh? [View article]
    I love Dunkin Donuts!! and when the grandkids are here I pig out on them every other day. When the grandkids leave, I don't go near the place. Why? It's the calories man. My guess is that has a lot to do with their problem.
    Aug 25, 2014. 07:33 PM | Likes Like |Link to Comment
  • Google's Toothbrush Test Has Left Cavities [View article]
    @gordo I had never heard of the "toothbrush test" and like you, I plan to use it .
    @iain Your entire commentary is really insightful, particularly since I had never thought of it the way you present it. Way to go!
    Aug 19, 2014. 07:37 PM | 1 Like Like |Link to Comment
  • Kinder Morgan scrapping MLP structure in $44B deal [View news story]
    All advice to the contrary not withstanding, I hold KMP in my IRA. Since no income in my IRA is taxable until I take it out, this sounds like a great deal for me. Am I right?
    Aug 10, 2014. 10:39 PM | 5 Likes Like |Link to Comment
  • McDonald's looks to turn over customers quicker [View news story]
    They better simplify their menu! When traveling over the road I always stop at MCD (usually quick, and in my opinion, pretty good) but last trip was punctuated by a 20 minute wait in Indiana (Edinborough?). Never saw anything like it. People were demanding their money back and everyone was growling. That only has to happen in a few places to destroy a reputation and a business!
    Aug 6, 2014. 03:14 PM | Likes Like |Link to Comment
  • Dunkin' Brands Faces Major Headwinds [View article]
    Dunkin' has one other problem as do most of the other fast food companies in the "breakfast wars". The counter line slows down! This AM I went to DD and usually there is a small line. Today there were only 3 people in line all of whom knew each other and were ordering customized items. It took about 7 minutes. Back in the donuts and coffee days ten people would have been served in that time. Recently, I waited 20 minutes in an MCD and ten in Wendy's for routine items. These fast food operations aren't so fast anymore with their complicated menus. In the MCD, people were demanding their money back to go elsewhere.
    (As a MCD investor, I almost choked.)
    Jul 27, 2014. 04:57 PM | Likes Like |Link to Comment
  • McDonald's 2nd Quarter Results Create Excellent Buying Opportunity [View article]
    I'm sick to death from hearing about MCD's "unhealthy" food. They have better quality controls on what they serve than the erudite Whole Foods crowd seems to think. Take SwampFox's advice.
    I think MCD's problem is their increasingly complex menu about which much has been written. I dismissed that claim until a recent stop in a MCD in Indiana where the customers, including me, were waiting up to half an hour for their food. (In case MCD monitors these comments, I think it was Edinbrough or something like that. There were an awful lot of unhappy customers in that store!)
    Jul 22, 2014. 12:12 PM | 2 Likes Like |Link to Comment