IMO, MCD margins are so impressed now, to be the low price leader in the USA......that
franchise owners have little extra cash flows to recruit and train new employees......the
franchisees appear to be hiring lowest cost workers and they don't seem to train...therefore
MCD dining experience has fallen off a cliff.......
People and food make the business, McDonald's needs to help their franchisees upgrade
both of these important aspects of their business or they will continue to be killed in the
BTW, 50 years ago when I got my first W-2 job, I was pretty useless.....I needed guidance
and direction....I couldn't be left on my own.....the same with the current MCD first time
employees, they need training, direction and mentoring.
Although RTN may not have posted the best results ...IMO they are the leader in foreign sales expansion
and they still have many 'must have" systems that the Mid East nations will want to buy over the next several
I am not giving up on RTN just yet....and would like to buy RTN under $ 90 if there is an overall market
On 2nd thought, I think that ROST will continue to build out the dd's Discount store
They now have about 50 stores in the SE and plan to open 500...probably in most
US urban cities. This market could be $$$$ for ROST if they can stay abreast
of the changing urban tastes and styles ......there is only one small competitor in
this segment, as far as I can tell.
The $ 464 million revenues in Q4 is encouraging ......if SYNA hits its revenues goal of
"above $ 470 million then the stock price should be set for 2015......
Good to see SYNA beat on both EPS and revenues last night...!!
You are confused.......
I believe the aero-only "new BEAV" will return positive returns for
investors over the next several years.....just like you state.
I feel the Koury led "old BEAV", prior the split was a sham that
was in the early stages of ruin, as Koury bled $$$$ from the aero
operations to fund his new parts service business.
I am simply saying that I hope BEAV goes lower soon, on the
news of the weak results in Q4, so that I can buy the Aero-only
Maybe you should take time to read a few of my posts at this
message board before you start your multiple name calling rants.....
MCD should start by cutting the menu size and making better quality burgers.....
.......first simply step to improve the dinning experience that would lead to margin
improvement later on......
its not what you sell.......its what you earn.
I agree that MCD does not need to be the weakest food producers in the marketplace......better quality
and better service would allow for higher margins for MCD and a greater experience for its customers.
MCD needs to support their franchisees in investing to train and upgrade their employees.....for the
betterment of their customers.
I agree that a fairly significant % of MCD employees are scary from a behavior and/or training standpoint.
Looks like HII designs and builds non-nuclear vessels.......from their website.
I would rather own the firm that will contract for the next generation of nuclear military subs.....
as Triffin02 says above "Think GD"
If you didn't say nuclear ...then you are talking about niche high
risk investing.& not investing in major global defense contractors.
2 very different industries......you can keep your Tesla dream of
All major defense firms have seen revenues contract over the past few years......that's backward
The market is now watching for signs of lessening revenues contraction and and future revenues growth
Sir or madame
I post only as a TOO investor not as a TK investor.
So TK makes a poorly timed purchase of a FSPO
and TOO has to take the hit and pail out the TK
shareholders for their poor execution...? No way.
TOO and its Conflict of Interest Board should just say NO.
As an TOO investor I am not worried about future crude
pricing trends....I am worried about getting blatantly ripped
off by TK.
TK made the error in purchasing this FSPO, so they
should take the hit. They (TK) should sell to TOO
at favorable(market) terms that could be re-negotiated
then TOO day rates are increasing, in the future....
If TOO forced a postponement of this drop-down there
would no no reduction in dividend payout....TOO payout is covered by existing FFO.
I don't mind a SPO to fund growth, when the costs for
growth are reasonable....not inflated marginal costs to
pail out a bad move by TK...
Thanks for your reply.....