It is very expensive, like near 3 digits for a single day, but they draw you in with multi-day park hopper tickets that drop the price the more days you buy at a time...Their pricing structure is probably not high enough to scare people away; again it is an American past time and well worth the price increase over say Six Flags. And its no longer going to see a huge mouse, going back to franchising, kids go to see Buzz Lightyear and co. Higher gas prices could be detrimental, but probably not substantial, and I would wait and see how they respond to this at their investor conference. And the majority of visitors are not from abroad. There are parks in Hong Kong and other parts of the world; that and the fact that there are 2 in America cuts down on the distance needed to travel.
Ford: Driving Toward Profitability With a Dividend [View article]
Apple has a P/E of 19, which is by no means "outrageous" and they do not pay a dividend because companies that constantly innovate need cash flows pushed back into research. Apple is sitting on a pile of cash awaiting future acquisitions/developme... And you have nothing to back up a claim of child labor.
Unfortunately, Disney was not able to obtain the rights to movies that were already in production at the time of the Marvel purchase. I assume you're speaking of Captain American and Thor; the rights to these will be retained by Paramount, but Disney did buy the rights to The Avengers and Iron Man 3 coming out a few years from now.
Wendy's Poised to Prosper in Long-Term [View article]
I meant focused mainly by comparison, MCD is taking over every continent b/c it is easy to franchise a McDonald's and the public is far more inclined to buy a string of McDonald's then Wendy's; and compared to YUM who is opening up Pizza Hut's all over India and China; the Wendy's expansion is not nearly as substantial.
Wendy's Poised to Prosper in Long-Term [View article]
The first part of your comment is what I was essentially trying to get at. I agree, MCD has an assembly line-ish system going where food is ready almost instantly; whereas at Wendy's they are very concerned with keeping costs low so they do not hire as much and are often understaffed by comparison, so the food prep takes much longer. In line with this, the Arby's near me normally only has 3 people working so actually getting your food takes several minutes per order. They do have a "90 second" goal that is hardly ever achieved.
Celebrating Independence With Boston Beer Company [View article]
This was written at the end of June and is regarding their call from them, I have no idea why it was recently published. But the graph shows the $9 drop I was referring to.
Breaking Down the Restaurant Industry, Monopoly Style [View article]
Thank you for bringing this up, and I am sorry for overlooking this. It certainly would have altered my evaluation of them. I did find it peculiar at first that it happened before the recession actually started and I thought that the Darden people just had some very strong forecasters.
HIX and Other CEFs: Boring Plays for a Bear Market [View article]
Wes,
Could you please explain the advantage of purchasing at a discount to the NAV, when in the case of EHI, it has traded consistently at a discount since its inception. I understand the case in HIX where the NAV dropped below its price about a year ago, making it less appealing in the process, but can't someone knowingly take on this risk for the extra 2% in distributions? ....I ask this in an unbiased manner, I'm just looking for some insight on the discount/premium incentive.
HIX and Other CEFs: Boring Plays for a Bear Market [View article]
In May, they announced that their dividends for June, July, and August would be 9 cents as opposed to the 9.5 cents that it had been previously, so if you're looking at their 12 month distributions it will show 9 months at 9.5 and 3 months at 9 cents, but one should prepare for distributions of 9 cents for the year. I was merely pointing out that there forward distributions are going to be less than their 12 month.
Chipotle: Worth a Look, But Pick Your Entry Points Wisely [View article]
I understand that Chipotle is in a stage of aggressive growth and needs a large amount of capital to open a store since they do not franchise, but in mentioning their lack of a dividend my intention was to say that perhaps there are better investments to be made right now. This is a stock that's doubled it's 52 week low and one must ask themselves how much more room is there to grow. A little less than a month from now we will have a better understanding.
And in mentioning Wendy's/Arby's I was noting that however feeble their revenue streams may be they still feel they have a commitment to provide a payout to their shareholders, albeit an extremely volatile one. Personally, if you're looking for a restaurant pick for the next couple years I would go with Yum! because of their expansion globally.
Chipotle: Worth a Look, But Pick Your Entry Points Wisely [View article]
I totally agree with you on basically every point. Arby's began by promoting the fact that their roast beef sandwiches are healthier than burgers but expected people to pay a lot for this; then introduced the market fresh sandwiches, which were advertised as healthy but one of them with fries and a soda is almost more calories than one should eat in an entire day. And I recently swung by to sample their new dollar menu and found that a $1 Jamocha shake was essentially served in a shot glass.....But just today more rumors came about hinting again at a possible buyer for Wendy's/Arby's and one prediction was around $8 a share, which would be pretty awesome.
Hershey: Overbought, Or Price Is Right? [View article]
First off, let me say that I am by no means an expert on this but I think that Hershey is still bouncing back from their lows of about a year and a half ago, where as companies such as Kraft or Tootsie Rolls have come back and plateaued. But again, I think the most comparable company is probably Mars and they are private so its tough to say if the overall market is gaining. Economics-wise I'm not totally sure if chocolate is something that would prosper or fall during recessions, my bet would be that generic chocolate would be relatively unchanged. As per the dark chocolate health fad, I am aware of it but I don't think it pulls that much weight in revenue. Personally I think the cacao dark chocolate, though delicious, is a but costly. Over the last few years their long term debt has been falling, and cash has been rising significantly as has net income. Also, their dividend has been sustainable, and was increased the first quarter of this year, but again I think that the third quarter earnings report will be very important in gauging their future success.
Dissecting Disney's Conference Call - What's Behind the Success? [View article]
And the majority of visitors are not from abroad. There are parks in Hong Kong and other parts of the world; that and the fact that there are 2 in America cuts down on the distance needed to travel.
Ford: Driving Toward Profitability With a Dividend [View article]
Dissecting Disney's Conference Call - What's Behind the Success? [View article]
screenrant.com/disney-.../
However, I'm pretty sure Disney will still profit off the sale of Avengers and Thor merchandise.
Wendy's Poised to Prosper in Long-Term [View article]
Wendy's Poised to Prosper in Long-Term [View article]
Celebrating Independence With Boston Beer Company [View article]
Breaking Down the Restaurant Industry, Monopoly Style [View article]
HIX and Other CEFs: Boring Plays for a Bear Market [View article]
Could you please explain the advantage of purchasing at a discount to the NAV, when in the case of EHI, it has traded consistently at a discount since its inception. I understand the case in HIX where the NAV dropped below its price about a year ago, making it less appealing in the process, but can't someone knowingly take on this risk for the extra 2% in distributions? ....I ask this in an unbiased manner, I'm just looking for some insight on the discount/premium incentive.
HIX and Other CEFs: Boring Plays for a Bear Market [View article]
Chipotle: Worth a Look, But Pick Your Entry Points Wisely [View article]
And in mentioning Wendy's/Arby's I was noting that however feeble their revenue streams may be they still feel they have a commitment to provide a payout to their shareholders, albeit an extremely volatile one. Personally, if you're looking for a restaurant pick for the next couple years I would go with Yum! because of their expansion globally.
Chipotle: Worth a Look, But Pick Your Entry Points Wisely [View article]
Hershey: Overbought, Or Price Is Right? [View article]
As per the dark chocolate health fad, I am aware of it but I don't think it pulls that much weight in revenue. Personally I think the cacao dark chocolate, though delicious, is a but costly.
Over the last few years their long term debt has been falling, and cash has been rising significantly as has net income. Also, their dividend has been sustainable, and was increased the first quarter of this year, but again I think that the third quarter earnings report will be very important in gauging their future success.