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Jefferson Starship  

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  • Diamond Offshore: Attractive Investment, And a Possible LBO Candidate [View article]
    This is a very well written article. People sometimes fail to realize that Diamond is one of the strongest names in offshore drilling and were trading at a huge discount after the BP incident. However, several of their leases were renewed after this, and at lower day rates unfortunately as a result. The bright side is several new contracts in Australia and other places not in the Gulf. Also, the risk is not as great as everyone makes it out to be. Yes, BP was a catastrophe, but RIG (the driller) did not have the liabilities that BP (the operator) had afterward and their stock has rebounded significantly since then.
    Feb 20, 2011. 12:34 PM | 4 Likes Like |Link to Comment
  • Ford: Driving Toward Profitability With a Dividend [View article]
    Maybe you should try a Macbook instead of your tiny Acer.
    Feb 14, 2011. 07:40 PM | Likes Like |Link to Comment
  • Hershey's: Strong Guidance and a Dividend Increase [View article]
    HSY has expected 2011 earnings of 2.77 and 2012 of 3.00. This would drive the price up unless the 'correction' is grave enough to shrink p/e ratios dramatically. Yes, Hershey's has bad summers but I really don't see $42 happening, especially if they hit their Easter numbers which would be reported in July.
    Feb 14, 2011. 04:16 PM | 1 Like Like |Link to Comment
  • Ford: Driving Toward Profitability With a Dividend [View article]
    Its very unlikely that Apple would be legally liable for the actions of a SUB-contractor outside of the country. Yes, it would be a public relations disaster, if its even true, but don't you think that if this is so clear people would have picked up on it by now? The biggest thing is that you're missing my point on paying dividends and investment in research. Ford obviously sets aside a large amount of money each year in R&D; but their R&D is based on the same thing each year: automobiles...Apple has many products and saves money for M&A purposes; and they are 2 completely different sectors, so you're argument has no basis.

    And if i was a member of this apparent Apple cult wouldn't I have already drank this supposed "koo-aid" [sic].

    Lastly, the suicide rate in Asia is inherently hirer than America and that factor needs to be accounted for.
    Feb 14, 2011. 12:28 PM | 2 Likes Like |Link to Comment
  • Dissecting Disney's Conference Call - What's Behind the Success? [View article]
    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.
    Feb 10, 2011. 03:42 PM | Likes Like |Link to Comment
  • 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.
    Feb 10, 2011. 02:53 PM | 4 Likes Like |Link to Comment
  • Dissecting Disney's Conference Call - What's Behind the Success? [View article]
    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.

    screenrant.com/disney-.../

    However, I'm pretty sure Disney will still profit off the sale of Avengers and Thor merchandise.
    Feb 10, 2011. 10:43 AM | 1 Like Like |Link to Comment
  • 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.
    Feb 4, 2011. 02:14 PM | 1 Like Like |Link to Comment
  • 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.
    Feb 4, 2011. 02:11 PM | 1 Like Like |Link to Comment
  • 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.
    Dec 24, 2010. 12:36 AM | Likes Like |Link to Comment
  • 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.
    Jul 19, 2010. 06:03 PM | 1 Like Like |Link to Comment
  • 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.
    Jul 14, 2010. 09:41 PM | Likes Like |Link to Comment
  • 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.
    Jul 9, 2010. 08:23 AM | Likes Like |Link to Comment
  • 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.
    Jun 27, 2010. 07:03 PM | Likes Like |Link to Comment
  • 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.
    Jun 24, 2010. 11:01 PM | Likes Like |Link to Comment
COMMENTS STATS
76 Comments
93 Likes