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Comcast Corporation Message Board

agreed_manuel 13 posts  |  Last Activity: Mar 19, 2015 10:50 AM Member since: Jun 14, 2002
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  • Reply to

    Added some here

    by uhadmeatdividend Mar 16, 2015 8:17 PM
    agreed_manuel agreed_manuel Mar 19, 2015 10:50 AM Flag

    2017 a long way in the future in this market. I am avoiding petroleum related companies until sometime 2016. That may be too late but I don't have the stomach to watch principal melt away even if the dividend is attractive.

    I know COP has pledged not to cut the divvy but at some point they may not have any choice.

    When oil prices recover at what point does exploration and development suffer because they've dipped into cash to cover the divvy during hard times?

  • Reply to

    Earning estimates slashed

    by catjomy31 Mar 15, 2015 5:03 PM
    agreed_manuel agreed_manuel Mar 16, 2015 10:11 AM Flag

    Things will get a lot worse before they get better. I am staying far, far away from anything that has to do with petroleum.

    Is Obama topping off the U.S. Strategic Oil Reserve? How come none of the talking heads are asking this question? There is more to the oil story than gasoline prices.

    Also - to the talking heads. Next time an "oil train" wrecks stick around long enough to find out WHY the train wrecked.

    Sentiment: Strong Sell

  • Reply to

    US Cuba Deal

    by golf19holes Dec 18, 2014 11:28 AM
    agreed_manuel agreed_manuel Mar 5, 2015 10:57 AM Flag

    Yeah, basically what the talking heads are saying. I would ask why the U.S. is in need of yet another source of tobacco, alcohol and sugar? Isn't this stuff bad for us? Maybe not providing it is sourced from Cuba. And tourism? There are dozens of Caribbean resorts already. What's so great about Cuba? (Although there are a few people I would like to send on a long vacation to Guantanamo Bay!)

  • Reply to

    Conoco full year est. now at $1.35

    by cantgthrtondirt Feb 10, 2015 9:31 AM
    agreed_manuel agreed_manuel Feb 10, 2015 12:48 PM Flag

    Latest Value Line (Feb. 6) has COP 2015 earnings at $1.25. "... these shares are best suited for speculative accounts... ."

    I don't see how COP avoids cutting the dividend.

  • agreed_manuel by agreed_manuel Feb 3, 2015 3:18 PM Flag

    It takes a village to feed an ego.

  • Reply to

    dividends

    by agreed_manuel Jan 18, 2015 3:24 PM
    agreed_manuel agreed_manuel Jan 19, 2015 8:03 AM Flag

    Dude, you right about income seekers. You've got to figure that's what the institutions are here for (insurance companies, pension funds, annuities, etc.). MCD probably an example of the div providing a counter to bigger losses as long as earnings are somewhat stable. The big boys are welcome to it for now.

    Sentiment: Strong Sell

  • agreed_manuel by agreed_manuel Jan 18, 2015 3:24 PM Flag

    If you bought at the peak ($104) your dividend yield is about 3.3%. And if you still own it at this point you are sitting on an 11.5% capital loss. If it were me I would admit I made a mistake and move on and look for a company with some prospects for future growth.

    Sentiment: Strong Sell

  • agreed_manuel by agreed_manuel Jan 17, 2015 9:45 AM Flag

    I tried to get some info on changing/upgrading my land line services. After going through a lengthy log in process (entered my account and password THREE times) I got to the screen where I could request info on what services are available at my location. I've been watching the spinning dots for over 45 minutes. Why should I continue with VZ when I can get the same services from my cable company and cell phone provider? You know darn well they would LOVE to ditch the land lines. Hey, stupido! Spin in off you dolts!

    Sentiment: Strong Sell

  • agreed_manuel by agreed_manuel Jan 14, 2015 7:36 AM Flag

    JPM misses by 12 cents. Unfortunately the fallout will bleed over to banks that have honest management.

  • Reply to

    Poor Fools...

    by beefstu57 Dec 12, 2014 2:24 PM
    agreed_manuel agreed_manuel Jan 9, 2015 3:25 PM Flag

    I feel it will be a long wait before BGS has another run like that. The div is great but how long can they afford to pay it? I'd take some off the table if I was in your position. Up to you, however.

    Sentiment: Sell

  • Reply to

    US Cuba Deal

    by golf19holes Dec 18, 2014 11:28 AM
    agreed_manuel agreed_manuel Jan 9, 2015 3:19 PM Flag

    I have to wonder how the Cubans plan to pay for all this stuff they are going to buy from the U.S.

  • agreed_manuel by agreed_manuel Jan 5, 2015 5:45 PM Flag

    Did I hear right? In a China McDonald's someone bit into a McNugget and there was a piece of vinyl inside it? ALL sales of McNuggets have been SUSPENDED in China until the matter is looked into? Just one more in a series of bad news days for MCD.

    Sentiment: Sell

  • Reply to

    Does appear they are shorting BNS.

    by happyperson_1 Dec 8, 2014 10:11 AM
    agreed_manuel agreed_manuel Jan 4, 2015 1:22 PM Flag

    U.S. banks are way over-leveraged due to Fed Reserve running the printing presses 24/7. Unfortunately BNS share price gets sucked down because of it does some business in the states. Great holding for folks who want the dividend. Probably not so hot for someone seeking short term action. Glad I didn't open a large position here. Any thoughts on ApplePay or PayPal?

    Sentiment: Hold

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