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a7lewis

a7lewis
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  • Kimberly-Clark Completes Health Care Spin-Off [View article]
    My Fidelity account finally showed shares in HYH this morning (it didn't earlier in the AM but I checked again a few minutes ago and saw the change). A whole number of shares, and some sort of indication that there was also incoming cash for the fractional amount (as stated by the company).
    Nov 3, 2014. 07:10 AM | 1 Like Like |Link to Comment
  • Kimberly-Clark Completes Health Care Spin-Off [View article]
    Nothing in my account yet. Maybe on Monday...?
    Nov 1, 2014. 09:56 AM | Likes Like |Link to Comment
  • Deere to lay off nearly 10% of workers at Brazil factory [View news story]
    South America decline of 15% from 201 - wow! I didn't know DE had been around since the Roman Empire!

    think you missed a 3 there
    Oct 2, 2014. 07:27 PM | 4 Likes Like |Link to Comment
  • Netflix signs exclusive movie deal with Adam Sandler [View news story]
    Reed Hastings is THE SMARTEST MAN ALIVE!!!
    Oct 2, 2014. 08:22 AM | Likes Like |Link to Comment
  • Memo To McDonald's: Core Execution Should Be On New U.S. President's To-Do List [View article]
    I agree about McDonalds having too many items on their menu. Streamlining is probably the simplest solution. After that though, the bigger issue is how to position themselves in the market. Their size has both advantages and disadvantages - making innovative changes becomes more difficult with so many franchisees literally invested in the status quo. There are now a host of growing burger chains above them in cost (Five Guys, Smashburger, Shake Shack), as well as other cuisines in fast casual (Chipotle/Shophouse, Panera). In particular in more densely populated and affluent markets, these more upscale competitors seem bound to continue to prosper and not to the benefit of McDonald's market share.

    Still, even if staying put as a "value" fast food company, I think they have to find ways to better their value proposition to customers. I usually leave McD's feeling that, while I probably enjoyed the meal, that I could have gotten healthier (and better valued) food elsewhere. Is that done with a simpler menu? Different preparation equipment and methods? More automation? Better pay for fewer workers? Dunno but surely there are opportunities to experiment and get some answers.
    Aug 27, 2014. 08:45 PM | 1 Like Like |Link to Comment
  • Duke Energy Corp declares $0.795 dividend [View news story]
    "If you haven't got a penny, a hapenny will do!"
    Jul 1, 2014. 12:38 PM | Likes Like |Link to Comment
  • Great Dividend Stocks For Bond Refugees, High Yields And Low Volatility Part IV: Kimberly-Clark [View article]
    Completely agree that there will be a population of shareholders in these defensive stocks that will return to FixedIncomia once the dust settles, which also will probably pull prices back a bit
    Apr 22, 2014. 10:48 AM | 1 Like Like |Link to Comment
  • McDonald's COO to retire [View news story]
    I really expect financial reporters to do a better job of grilling companies for details
    Mar 20, 2014. 05:44 PM | 2 Likes Like |Link to Comment
  • What We've Sold So Far In 2014 [View article]
    OK thanks for the reply. I can see the merit of having PG but I'll probably have to wait quite a long time before it drops low enough for me.
    Mar 16, 2014. 09:24 AM | Likes Like |Link to Comment
  • What We've Sold So Far In 2014 [View article]
    "Better values in consumer staples" - such as? I hate these type of "Brand X is bad, there are better alternatives" statements, when they lack counterexamples.
    Mar 15, 2014. 02:23 PM | Likes Like |Link to Comment
  • Target warns in filing that data breach could be worse than reported so far [View news story]
    The revelation that they actually had intrusion detection that worked, but was ignored or overlooked, certainly raises a concern for more losses due to legal action. But that won't be a headache forever. I'll be more concerned however if they can't solve Canada. Hard to see much long term future growth if they can't make inroads into what would have to be the easiest country for a US company to move into.
    Mar 15, 2014. 01:04 PM | 1 Like Like |Link to Comment
  • 5 Dividend Payers To Consider For 2014 And Beyond [View article]
    Probably not, however principal values of dividend stocks are somewhat at risk as other options become more attractive with rising interest rates. Some of the money that left fixed income for stocks will move back once the rates are more attractive. For some long term holders of equities, this won't matter much, but others should at least be prepared for change.
    Dec 25, 2013. 02:32 PM | 2 Likes Like |Link to Comment
  • 5 Dividend Payers To Consider For 2014 And Beyond [View article]
    Check your McDonalds paragraph template - you missed a spot
    Dec 25, 2013. 09:18 AM | 2 Likes Like |Link to Comment
  • Which Is Best: DRIP Or Collect And Invest? [View article]
    I guess this is a common concern! I wrote my own thoughts about this a few months ago: http://seekingalpha.co...

    Essentially I prefer to Collect and Invest, with exceptions on a case by case basis, if the risk of leaving the stock in question on "autopilot" seems low enough. Basically if the risk and consequence of "buying too high" are not great, I'm fine with leaving the stock on autopilot. This also comes into play in an account that is just starting out (example - I opened a Roth IRA account last month, and with an annual contribution limit of $5500, the dividends paid this year will be small enough that they would have to accumulate for a few years before having enough to reinvest in a large enough amount to justify the commission). So here I'm making an exception and DRIPing everything for now, until the account gains enough scale to be able to reinvest reasonably frequently.
    Dec 6, 2013. 07:47 PM | Likes Like |Link to Comment
  • Mercury General Corporation declares $0.615 dividend [View news story]
    Maybe next year's increase will be to $0.615125. Can't be too hasty.
    Oct 28, 2013. 10:56 PM | Likes Like |Link to Comment
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