Wednesday, November 27, 2013

Intel (INTC)

Intel has once again gone on sale.  I take this as a great buying opportunity for the long term investor.  Your patience will be rewarded. A few years from now when this is a $40 stock you will be really happy.  In the mean time bank the 4% dividend.  Good luck investing.  Tony

Saturday, November 16, 2013

Great Stock Market

Market is at all times highs once again.  Even at these prices stocks don't look over valued to me on an historical basis.  I still love Intel (INTC) and Brinker International (EAT).  Neither looks even close to over valued at these prices.  Buy more of both for the short and long haul.  Good luck investing.  Tony

Saturday, November 9, 2013

Wendys (WEN) Update

Wow Wendy's stock had a big 12% correction Thursday based on decent earnings but with a revenue shortfall.  I thought the correction was over kill so picked up more shares Friday at the open.  I was rewarded with half the correction coming back in the price on Friday.  Love this one for the long haul.  They have really cleaned up their act.  Good luck investing.  Tony

Saturday, November 2, 2013

Intel (INTC)

Intel is starting to move higher.  If you notice news about their design wins in Phones and Tablets is coming out in drips and drabs.  Just wait until this Christmas season's news comes out.  This stock is due for a short term pop, plus love the long term (Over the next 3 years too).  Good luck investing.  Tony

Saturday, October 26, 2013

Brinker Update (EAT)

A good earnings report from Brinker is enough for a nice pop in the Stock.  In September they raised their dividend 20%!  In a bad environment for Restaurant stocks they are gaining market share.  I love this well run company for the short and long haul.  Announced a continuation of their share buyback program which will help raise their earnings per share too.  Good luck investing.  Tony

Saturday, October 19, 2013

Intel Update

Intel (INTC) had another good week.  Their earnings came in ok but their guidance for the 4th quarter got lowered.  The stock itself took the news in stride pushing up to almost $24 a share with a 4% yield.  Looks like the 1st quarter of 2014 will see the big push into smart phones and tables.  They have won 10 contracts to supply chips in products that will be on sale before Thanksgiving.  This should give us a good idea of how much traction they can gain in the lower margin business.  Time will tell, in the mean time we can collect the 4% dividend to tie us over.  Good luck investing.  Tony

Saturday, October 12, 2013

Brinker (EAT)

I'm loving this company more and more.  Just from my own local experience in Northern New Jersey I can see their locations are always packed!  The food is always consistentlyy good and the service is top nonce.  We especially like their Maggaoins location in the Riverside Square Mall in Hackensack.  While this is only anecdotal evidence of how well the company is run It's still encouraging.  As Peter Lynch always says, "Invest in what you know."  On the stock side I look for $60 a share within the next 2 years.  Good luck investing.  Tony