DBrown7’s Activity

Tue Jan 17

NL

Boards Post

DBrown7 replied to the Saul's Investing Discussions board. 12:07 AM

Re: CMG thoughts

I think it will be interesting to see where CMG's business is a couple of years from now. It also could be quite instructive as to what conclusions we should draw from good companies going through hard times.

Don

Sat Jan 14

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 3:47 PM

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 11:58 AM

Sat Jan 7

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 10:40 AM

Fri Jan 6

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 2:10 PM

Mon Dec 26

Rule Breakers Boards Post

DBrown7 replied to the Rule Breakers boards. 11:57 AM

Wed Dec 14

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 11:59 PM

Tue Dec 13

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 10:47 PM

NL

Boards Post

DBrown7 replied to the iPIG Portfolio board. 12:02 AM

Re: McD's

Rich,

Couldn't agree more about SBUX and MCD. They are special cases in the dining business. MCD has paid a growing dividend for decades and I believe SBUX will do this in the decades ahead. I'm a happy owner of SBUX for the last 18 [more]

Thu Dec 8

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 8:59 PM

Stock Advisor Boards Post

DBrown7 replied to the Stock Advisor boards. 8:26 PM

Mon Dec 5

Rule Breakers Boards Post

DBrown7 replied to the Rule Breakers boards. 3:50 PM

Rule Breakers Boards Post

DBrown7 posted to the Rule Breakers boards. 12:35 PM

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

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 74629
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to DBrown7’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2149
Recs Received 2561
People who have rec'd these posts 819
Recs to Posts Ratio (last 30 days) N/A
Threads Started 153
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 50.95 %
Show DBrown7’s 10 Latest Posts