agreed. WEN product is mostly superior to MCD's. unfortunately, MCD's marketing and management team is much better than WEN's and the share price performance proves that out while yield at MCD is higher. my bet is that upside is better with WEN which is why i hold WEN not MCD. just difficult to understand why WEN hasn't ventured into the breakfast market. so much to gain with so little risk. also extremely disconcerting to see Jr. Bridgeman sell all his Wendy's stores and reinvest into Coke distributing.
gotcha. you're right on a couple things - we all have our own thoughts and investment strategies. i always like to hear how others go about that business. always have a lot to learn. you're also right on MAIN being a high percentage holding. one of my loose rules (that i break frequently) is the Rule of 15. No more than 15% of my portfolio in any one equity, sell if capital losses and gains surpass 15%. like i said, it's a loose rule but has helped me avoid some big losses. while it may top off winners, i frequently reinvest after realizing gains. just try not to make them short term gains due to tax implications.
MAIN has been a long term holding that i've been in and out of several times. by and large it's been a very good holding while returning a nice yield on an extremely consistent basis. special dividends have also been consistent. a good holding for retirement income with monthly payouts that go directly to my Ameritrade checking and savings account.
gl to you.
a big play by WEN.
now, how about a breakfast menu? until they get on board, WEN will continue to be panned by Mr Market. their marketing team is a joke and leadership is pedestrian at best.
dead money here. used to trade over $30 PPS.
dle0312 - be nice.
anyway, i have approx 11.25% of my stock portfolio with MAIN. altho the yield is attractive (but lower than most BDC's) i elect to not DRIP. i'd rather accumulate dividends in cash and pick my own time to reinvest. at less than $10 a trade, there is little benefit on transaction savings. very minimal.
my question is, "why not accumulate the cash and buy back in during dips or even diversify further by selecting another equity"? why let the calendar decide for you when to buy with dividend distribution? if nothing else, wait a few Q's, accumulate additional cash, and buy back into MAIN post ex-dividend date.
i just don't see the DRIP as all that much of a good deal. that applies whether you play the game as either an investor or a trader.
well, i tire of the daily dips that have become a trend. i see no catalyst that will reverse the losing trend to the share price and so dumped this position. hate to sell on a down trend but may as well book this transaction as a tax assist to offset other capital gains and dividend income. the BOD has shown nothing by allowing Flynn to keep the CEO position. took a big loss at nearly 19% not counting yield. an ugly position in a poor sector. will put proceeds into a utility stock once i see a hard hit there.
Sentiment: Strong Sell
heavy selling today. i see Benzinga downgraded douglas dynamics to neutral this morning. can't find the press release or anything on it. what's the reason? apparently just a downgrade without an explanation is still enough to send weak hands to hit the panic button.
can anyone provide a link to Benzinga downgrade?
9 months ago i was on the fence about buying into either ASB or BKMU. decided to pay the addl fee and buy into both at 50 - 50. i was half wrong. since that time BKMU is up 3.64% while ASB is down 17.38%. also, BKMU returns a yield of 2.61% while ASB yield is 2.37%.
the trend to BKMU outperforming ASB continues. the BOD appears to be clueless and Phiip Flynn needs to go. he's been at the helm since 2009 and his grace period is long past. he is completely ineffective and clearly incompetent. ASB PPS has been hit hard and underperforms an underperforming banking sector. a double whammy. there will be no dead-cat-bounce to this equity.
you are thinking of buying ASB - don't. i give it another 3 mos. and i will liquidate my ASB position. with that in mind, my Long-Term Sentiment = Strong Sell.
Sentiment: Strong Sell
a great product. lost power for 3 days here after torrential storm. generator ran flawlessly. full power, no interruptions.
PPS way outperforming the DJI. am running a 20.44% capital gain. always look forward to ER here due to latest acquisitions.
Warren Buffet always advises investors to buy into what they own and like. Generac fits the bill there.
Hurricane season nearly upon us. Projections are for an active season. while no one wishes for another's misfortune, good to buy into that condition. will pop the share price.
i like it. looks like a good acquisition with Dejana truck and a good fit for PLOW. agree with Janik that this product will help PLOW rely less on weather to boost sales.
PPS has recovered nicely from last Q down earnings and beat Wall St projections. just went ex-div and PPS recovered.
volume over double the norm today at 228k shares traded and PPS up 2.19%. lots of buying.
enthusiasm is tempered by after hours trading today tho. let's hope it's some profit taking. will see on Monday.
personally, i continue to hold Toro as well and it is one of my better holdings in that capital appreciation @ 22.75% plus yield. Deere continues to do well also. looks like that whole sector is recovering quite nicely. helps offset my horrible losses from the financial sector.
the trend continues. very steady, quite stable. nearing a 52 week high. dividend yield at 2.15% which is slightly above the avg. DJI yield. i am liking it.
good question deez. they could avoid all the costs associated with listing. maybe it forces them to become more accountable. we all know Michael Koss has huge problems with that.
Sentiment: Strong Sell
no argument there, C is horrible but then again, the financial sector is the worst performing sector on the DJI. C and GS are two of the worst in that sector and BAC is right there with them. i liquidated both C and GS holdings today and bought USB with the proceeds. USB yield is far better and share price has held up better. easy decision.
Sentiment: Strong Sell
an interesting correlation... it is noticeable that the more TNK drops, the more upbeat your posts become. pls share the manufacturers name who produces your meds. you need to share that too.
since i closed my TNK position, (and you berated me for that) i've avoided a 51.2% capital loss. the yield doesn't begin to cover that.
i suggested then, and i repeat, you simply MUST diversify. never a good idea to have all your eggs in one basket.
DIS is destroying ESPN by trying to change it over to their entertainment business model. had to switch to FOX Sports after listening to a consortium of 5 women gabbing about the NBA. unreal. was like listening to the Today Show. unbelievable.
it isn't ESPN dragging down DIS, it's DIS dragging ESPN down.
while i always want more, am quite satisfied with MCS outperforming the markets. good, safe investment with good opportunities and sound management group.
Janik cited snowfall as a reason for poor earnings and sales. baloney.
although North America experienced a milder winter in terms of temperature, avg snowfall was up in most regions. following Toro (TTC), their pickup truck plow sales increased last Q. the take on that is that PLOW again lost market share to the BOSS snowplow line.
let's be honest here....