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Bret Kenwell  

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  • Big Money To Be Made In Agriculture [View article]
    Chris,

    Let me begin by saying I know and respect you as one of the of the most informed individuals in this sector. Which is why you blatantly ripping me is partially acceptable, even though I feel like you took some things out of context.

    Let me say however that the FB statistic was not meant to "signify" the worlds population, just putting into perspective how rapid the world population is truly growing. Also referring to more crop, I was not signifying a surplus or over supply of food, simply that with increased demand in food, which is inevitable, they will need more supplies to do the job.
    Mar 13, 2012. 09:35 PM | 4 Likes Like |Link to Comment
  • Starbucks to split 2-for-1 [View news story]
    Good for sentiment, although it seems like it works better on stocks that are very high dollar (Google, Apple, MasterCard).
    Mar 18, 2015. 02:19 PM | 3 Likes Like |Link to Comment
  • Yahoo Will Spin Off Alibaba, But Is There Still Money To Be Made? [View article]
    Pete, Stephen --

    I'm in the same boat, opinion-wise. Given the current market values of all of its assets, shares should be trading in the mid-$50s, even if YJ is spun off in a fully taxed manner.

    That fact the stock it is not higher provides opportunity, IMO. There will be doubt around some events (like the spinoff, YJ or the core business) but it's the same type of situation that we saw in the summer, just with different numbers.

    Yahoo and its assets were undervalued then and to a lesser extent, they still are today.


    Thanks for commenting.

    -Bret
    Jan 28, 2015. 11:27 AM | 3 Likes Like |Link to Comment
  • Ford Is Going To $40 [View article]
    The focus isn't so much where Ford will trade 3 years from now, down to the penny. The idea and notion behind the article is that Ford has a lot of positives going for it right now.

    Assuming those positive catalysts improve within high, but reasonable expectations, Ford's stock price should increase significantly.

    Alan Mulally is a doing a terrific job at cleaning up the Ford name. Credit, quality, operations, sales -- they're all improving and so is the stock price.

    If he and the rest of the Ford management can keep this up, investors and shareholders will be well rewarded in the intermediate future.

    That's the takeaway here, not whether or not Ford will close greater than, equal to, or less than $40 on the nose exactly 3 years from now.
    Jul 11, 2013. 05:34 PM | 3 Likes Like |Link to Comment
  • Stocks: Did A New Bull Market Begin On Monday? [View article]
    There has been an interesting point raised though untrusting investor.

    That while individuals, IE retail, have been off-loading tech names by the bucket load, funds have been scooping up record amounts of it. I'll search for the link and edit it in if I find it, but it was pretty substantial I believe.
    Nov 21, 2012. 10:24 AM | 3 Likes Like |Link to Comment
  • Markets Break Through Key Levels [View article]
    He probably meant 13k, and with the S&P closing above 1400 as of Friday's close wrote in 14k on accident. Simple mistake, happens to all of us.

    To the writer: great article! I thoroughly enjoyed your article and how well written it was. Good use of the charts as well and the use of simple, yet important technical indicators. I agree with most of your viewpoints, mainly the longer term bullishness, short term pullback.
    Mar 18, 2012. 11:24 AM | 3 Likes Like |Link to Comment
  • ConocoPhillips: A Smart Way To Trade Oil [View article]
    Just read your post in stock talks War-in-middle-east. I agree that something is inevitably likely in Iran, which is why I am trading ConocoPhillips. They trade extremely well with oil, and in the event something does happen, that is the trade with a lot of upside, and limited downside. Thanks for reading and commenting.
    Mar 9, 2012. 04:00 PM | 3 Likes Like |Link to Comment
  • Thinking Of Selling Starbucks? Read This First [View article]
    Elkarlo-

    good question. I started with a half position in Starbucks a few years ago, hoping to buy more on a pullback. Didn't get one and finally last Feb. I increased to a full position near $70.

    Disney is a similar situation for me, only I still don't have the ideal position size yet. Still smaller than I'd prefer. Bought early and added consistently, just never got the big pullback that I thought would come.

    Can't nail 'em all! Thanks for commenting!
    Feb 4, 2015. 06:23 PM | 2 Likes Like |Link to Comment
  • Thinking Of Selling Starbucks? Read This First [View article]
    hindsight is always 20/20.

    Some will says growth has to come down at some point, and with it, the valuation. But i think these new initiatives and growth in China will give the SBUX growth story some legs for years to come.
    Feb 4, 2015. 11:42 AM | 2 Likes Like |Link to Comment
  • Alibaba prices IPO at $68 [View news story]
    While I'm optimistic on BABA and YHOO, the suggestion that it will go to $100 per share in one trading session will be almost a 50% gain. The sheer size of this company's market cap should make that relatively difficult to do. Talking going from $168b valuation to $250b in ONE DAY.

    I think it goes up, but my estimates are not to these levels. Good luck to you, hope you are right.
    Sep 18, 2014. 06:04 PM | 2 Likes Like |Link to Comment
  • Are Stocks Set For A Major Decline In The Fall? [View article]
    That's not a bad idea really. I mean, all cash would obviously be extreme, but I have people ask, "where should I put my money now?"

    'Now' is a difficult time time to buy anything. Fixed income yields are ridiculously low, while stocks are at all-time highs.

    I think if it were me who was JUST starting to look for places to put money to work, I would go to equities...AFTER we get that pullback.
    Aug 30, 2014. 09:11 AM | 2 Likes Like |Link to Comment
  • Is Starbucks' Dividend Still A Rocket Ship? [View article]
    With no disrespect intended, look at the last paragraph you wrote. THESE are the reasons people are buying SBUX.

    Because it is a high quality, global growth BRAND, that continues to fuel higher.

    Look at its multiple. People are buying this name for its growth; not the dividend.
    Dec 31, 2013. 06:28 PM | 2 Likes Like |Link to Comment
  • BlackBerry Is NOT Worthless [View article]
    This is of course, a joke, correct? The market did not simply punish the company for its inability to sell its excess handsets.

    It punished BBRY because it failed to adapt. It sat back, thinking it would be king of the smartphone era, with its keyboard. It whiffed 100% on the tablet and once users left the handset maker in droves to AAPL, GOOG and Samsung, it was all but over for BBRY.

    They weren't coming back then, aren't coming back now, and won't be coming back in the future.

    BBM is a worthless, money-less piece of crap. As worthless as 3/4 of the execs in the board room. BBM will get them nowhere, and these "long-term shareholders" you speak of -- assuming any are left aside from Balsillie -- have gotten killed on this stock and now you recommend they buy more.

    The company is hemorrhaging money left and right they can hardly stand afloat. You RECOMMEND that investors buy a stock, that any big tech company could pick up for what they would consider pocket change when BBRY announced it was for sale for months on end?

    They didn't step forward, why should mom and pop?

    I'm not saying it's going to zero, but it has no forward catalysts other than "it's not worthless." In a bull market like this, one where the spoo returned almost 30%, why would you choose BBRY?
    Dec 19, 2013. 04:10 PM | 2 Likes Like |Link to Comment
  • Apple pares early gains as SocGen cuts shares to Hold [View news story]
    I agree, it should* mean something. But it doesn't. This guy -- and any other for that matter -- just spew words and predictions out like a drunken sports fan.

    If they're way off, ahhh who cares. They were drunk, right?

    If they're right, they're some sort of disciple from the gods.

    Bottom line: If these guys were right just 60 or 70% of the time, then there is room for error. We're all humans. But for Wall Street to salivate over the B.S. "reports" from these fools is just ridiculous.
    Sep 23, 2013. 04:52 PM | 2 Likes Like |Link to Comment
  • MasterCard: The Next $1,000 Stock? [View article]
    Chuck,

    Just own V and MA :-)

    and only buy 25 shares. It's all relative. The percentage return on 250 shares of Mastercard @ 65 going to 100 is the same as 25 shares going from 650 to 1000!

    -Bret
    Aug 7, 2013. 11:25 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
506 Comments
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