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The Oxen Group

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  • 2 Stocks And 1 Hedge To Buy, 1 Stock To Sell, What's Next For Market [View article]
    When you drink something, you have a choice of soda or beer. Not many drink both at the same time...to me that's competition.
    May 20 12:25 PM | Likes Like |Link to Comment
  • Dow Chemical - Sell It [View article]
    There is actually no place in the article where we suggest Dow will go to 7.

    Where did you read that?
    May 13 01:14 PM | Likes Like |Link to Comment
  • Coca-Cola Has 30% Upside In Next 12 Months; Best Buy In Beverage Industry [View article]
    haha. love it.
    May 13 01:11 PM | Likes Like |Link to Comment
  • Anheuser-Busch InBev Looks Stuck, Moat Shrinking As Competition Rises [View article]
    Interesting on the second point. We did the comparison because we look at beverage companies as a whole sector...want only a handful of them.
    May 10 03:40 PM | Likes Like |Link to Comment
  • Monster Beverage Has A 40% Potential Gain In Next 12 Months [View article]
    Looks like an opportunity to us.
    May 9 10:39 AM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 1 Stock To Avoid, What's Next For The Market [View article]
    Thanks for the comment. Best of luck. We have no position and do not recommend shorting. I still believe that the company will receive major black eye if the competition comes online for Pulmicort.
    May 8 12:12 PM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 1 Stock To Avoid, What's Next For The Market [View article]
    That 3x per week has not been approved yet. Again...you can bet on that, but its no sure thing. Like we said, there is upside potential, but there is also a lot of risk. Too much for our liking.
    May 7 12:20 PM | Likes Like |Link to Comment
  • Coca-Cola Has 30% Upside In Next 12 Months; Best Buy In Beverage Industry [View article]
    Thanks for the comment.
    May 7 12:19 PM | Likes Like |Link to Comment
  • Coca-Cola Has 30% Upside In Next 12 Months; Best Buy In Beverage Industry [View article]
    but earnings per share also increase....
    May 2 04:34 PM | 1 Like Like |Link to Comment
  • Panera - A Terribly Positioned Company [View article]
    I totally agree!
    May 2 04:10 PM | Likes Like |Link to Comment
  • Coca-Cola Has 30% Upside In Next 12 Months; Best Buy In Beverage Industry [View article]
    Declining volumes?

    Well, case volumes increased 4% in the latest quarter.

    Inflation?

    Where? Prices are declining/stagnant and most major markets - Europe, USA, Japan.

    Offer some price targets for people and stand behind what you do. My analysis may not be as deep as yours in words, but people that read our stuff get exact price targets, entry points, exit points.

    In the end, is much more useful to get some information and an actual investment/trading plan...deep analysis with no information on how to use it is just that information.

    So...when you say the SA crowd deserves more, they deserve more from you as well. Offer some trading plans, investment plans.

    Just because we do things differently than you does not mean we are less than you. When someone reads our articles they have an actual idea of realistic price expectations...they can't get that from your articles....so please don't act all high and mighty when you don't paint the full picture either.
    May 2 04:09 PM | Likes Like |Link to Comment
  • Coca-Cola Has 30% Upside In Next 12 Months; Best Buy In Beverage Industry [View article]
    Yah. Seth loves to make comments on our articles. He uses our vastly wider audience to draw attention to himself.

    I love that we offer step-by-step valuation analysis...which no one else does on here...Seth likely does not do because he's afraid to actually predict a price.

    Haha but i love your banter...you're working hard to get past 150 followers.
    May 2 03:46 PM | Likes Like |Link to Comment
  • Panera - A Terribly Positioned Company [View article]
    Another problem is this:

    In a study conducted, PNRA had its highest saturation of stores in St. Louis.

    If that saturation was modeled into their entire USA, the company could have north of 4,500 stores.

    How many stores do they have 1,500.

    You are looking at a company that can grow 3x its current size without cannibilzation and that's before they head out of the USA.

    They have no stores in any foreign countries, and they could do very well in Canada, Australia, England.

    PNRA is a life-long stock.

    Disclosure: I am long.
    May 2 03:41 PM | 2 Likes Like |Link to Comment
  • Panera - A Terribly Positioned Company [View article]
    I don't think people eat their to be healthy. I think people eat their because they are tired of the crud at fast food. They want quality for less money and less time than sit down.

    They have completely redefined the market.
    May 2 03:39 PM | 1 Like Like |Link to Comment
  • 2 Stocks To Buy, 1 Stock To Avoid, What's Next For The Market [View article]
    looks like could be nice next 6-12 months for these companies cyclically
    May 1 10:31 AM | 1 Like Like |Link to Comment
COMMENTS STATS
987 Comments
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