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merlendale

merlendale
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AAPL, ADP, AMZN, BAC, BGS, ED, GE, HIW, INTC, KEY, KO, KRFT, LO, MA, MCD, O, PG, PM, QQQ, SO, SON, SPY, T, TGH, UL, VTR, WMT, XOM
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  • Dividend Stocks Are Not In A Bubble, But Many Of Them Are Pricey [View article]
    Thanks Dave. I'm on the sidelines with cash to invest. Most everything in my portfolio and watch list are too expensive to buy. Major oil is the exception, and considering adding to XOM and CVX.
    Nov 21 08:49 AM | Likes Like |Link to Comment
  • You Can Find Better Food Stocks Than McDonald's [View article]
    "I'm not yet certain what's going on with MCD as far as why it isn't performing. I'm not yet convinced, however, that it is the result of poor management."

    This past Summer I visited approximately 20 stores in the midwest and east coast. The problems/issues made themselves clear and were consistent in all of my visits. I don't discount macro issues and competition, but poor execution is the root cause of their issues. If you haven't surveyed stores I encourage you to do so.

    Nov 13 05:02 PM | Likes Like |Link to Comment
  • You Can Find Better Food Stocks Than McDonald's [View article]
    MCD certainly stumbling. All you have to do is visit a few restaurants and you will see the issues first hand. Overall execution is poor, and management response has been slow. I'm Long MCD and believe their current issues can be fixed. This is not the first time they have had issues and won't be the last. This has been a long term position for me and I'm happy to hold.

    As far as considering other players in the industry - it all depends on your time frame and strategy. BKW (33.4), YUM (23.4), PZZA (29.3), SBUX (28.7) all sport higher PEs than MCD (18.7), and while their EPS trends are certainly better the same can't be said for sales/revenue. I think there is as much valuation risk in these names as there is in MCD.
    Nov 13 09:39 AM | Likes Like |Link to Comment
  • Recent Buy: IBM [View article]
    DM, thanks for your articles and transparency. Always a good read and appreciated. Great job on building your portfolio.
    Oct 30 09:24 AM | Likes Like |Link to Comment
  • Is American Realty Capital Properties A 'Sucker Yield' Bet? [View article]
    No. His next article will cover the termination of the CFO and CAO due to "accounting irregularities", and the implosion of the stock. Buy a dog you get fleas.
    Oct 29 01:03 PM | Likes Like |Link to Comment
  • American Realty Capital Properties: Why Not Buy The Pullback At An AFFO Yield Approaching 10%? [View article]
    Still long ARCP?
    Oct 29 01:00 PM | Likes Like |Link to Comment
  • General Mills - Well Deserved Sell-Off Following A Very Weak Quarter [View article]
    Agree that GIS is a core holding. Like most of the big food companies they are struggling to generate organic growth from their portfolio. The Annie's acquisition acknowledges as much. I would wait for a better entry point as it still expensive despite yesterday's sell-off.
    Sep 18 08:52 AM | 2 Likes Like |Link to Comment
  • Retirement Strategy: The ETF Only Portfolio Vs. Buy The Dips Portfolio: Update For July [View article]
    RS thanks for sharing. Love the experiment and commentary. Very informative and helpful.
    Aug 4 01:34 PM | 1 Like Like |Link to Comment
  • Kraft: I'm Buying This Dip [View article]
    They are having a very difficult time both executing and generating growth in their portfolio. Having worked in the food industry I am familiar with KRFT and am not a buyer. I don't view this as a dip.
    Aug 2 07:35 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: An Update On Our 'Buy The Dips Portfolio' [View article]
    Great entry points across the board. Shows the power of buying great companies at reasonable prices. Look forward to future updates.
    Jul 9 08:56 AM | 1 Like Like |Link to Comment
  • The Goldilocks Approach To Bank Stock Dividends [View article]
    Thanks for the article. I like TD and a small cap TMP - long both.
    Jun 20 08:57 AM | Likes Like |Link to Comment
  • Putting Companies On 'Dividend Growth Probation' [View article]
    Nice article. I believe you made the correct decision by selling INTC. Those buying in 1999 are still waiting for capital appreciation.
    Jun 11 04:26 PM | 1 Like Like |Link to Comment
  • MasterCard Inc.: Read The Fine Print [View article]
    Thank you for the article. You did a fine job reiterating the bull case.
    Apr 30 08:53 AM | 3 Likes Like |Link to Comment
  • 2 High-Yielding Opportunities Still Available At Cheap Prices [View article]
    Great article, thanks. Long PM, and have been kicking the tires on BP. Need to take another look.
    Apr 22 05:27 PM | Likes Like |Link to Comment
  • Realty Income: One Heck Of An Ark That's Prepared For The Storms Ahead [View article]
    Really appreciate the article and your analysis. I am long O, based on your work in the past and happy with my investment.
    Apr 4 07:39 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
86 Comments
76 Likes