DBrown7’s Activity

Thu Dec 1

NL

Boards Post

DBrown7 replied to the Saul's Investing Discussions board. 12:08 PM

Re: LGIH...Are we missing this?

Interesting company. Free cash flow has gone from about $450 million for the year ended 10/2012 to about $2 billion for the trailing 12 months. It looks like the dividend is currently costing around $800 million per year. Of course, that amount will [more]

Tue Nov 29

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 11:38 PM

Fri Nov 25

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 11:10 AM

NL

Boards Post

DBrown7 replied to the iPIG Portfolio board. 10:59 AM

Re: Total Portfolio Review Part XXXI: MSFT

Chuck,

Do you know why Moody's is threatening a downgrade? It doesn't make sense to me. Net cash on the balance sheet is still growing, so while debt has been growing, cash has been growing by a greater amount. MSFT is taking on [more]

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 10:41 AM

Mon Nov 21

NL

Boards Post

DBrown7 replied to the iPIG Portfolio board. 10:18 PM

Re: Total Portfolio Review Part XXXI: MSFT

Chuck,

Although MSFT has a payout ratio from earnings of 69%, it is paying out less than 50% of its free cash flow. Given that and the fact that MSFT has about $75 billion of net cash on the balance sheet, I'm not too worried about their [more]

Wed Nov 9

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 12:43 PM

Mon Nov 7

NL

Boards Post

DBrown7 replied to the iPIG Portfolio board. 9:53 AM

Re: Total Portfolio Review Part XXIX: MCD

The 3.4% yield looks fairly attractive to me considering where interest rates are. The payout rate from free cash flow is about 68% which is at a lower rate than in 2013 or 2014. The dividend doesn't appear to be in any danger and annual small [more]

Sat Nov 5

Stock Advisor Boards Post

DBrown7 posted to the Stock Advisor boards. 1:42 PM

Rule Breakers Boards Post

DBrown7 replied to the Rule Breakers boards. 1:23 PM

Fri Nov 4

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 5:44 PM

NL

Boards Post

DBrown7 replied to the Falling Knives board. 4:41 PM

Re: Probably a bit premature, but AAPL

As Jim said, service revenues are growing rapidly, at a rate north of 20%. I believe in the year ago quarter, revenue from services was around 8% of total revenue. This past quarter it was close to 15%. Something worth watching, IMHO.

Don

Thu Nov 3

Rule Breakers Boards Post

DBrown7 replied to the Rule Breakers boards. 4:04 PM

Rule Breakers Boards Post

DBrown7 replied to the Rule Breakers boards. 3:38 PM

Mon Oct 31

Rule Breakers Boards Post

DBrown7 replied to the Rule Breakers boards. 11:46 PM

Fri Oct 28

Rule Breakers Boards Post

DBrown7 replied to the Rule Breakers boards. 11:58 AM

Rule Breakers Boards Post

DBrown7 replied to the Rule Breakers boards. 11:47 AM

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 12:36 AM

Wed Oct 26

Rule Breakers Boards Post

DBrown7 replied to the Rule Breakers boards. 3:57 PM

Fri Oct 21

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 1:13 AM

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2136
Recs Received 2548
People who have rec'd these posts 818
Recs to Posts Ratio (last 30 days) 1.30
Threads Started 152
Threads Started Percentage 7.12 %
Most Frequent Board Emerging Retail and Apparel
Very First Post gps and declining popularity? (8/31/1999)
Percentage of Posts Rec'd 50.94 %
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