Seeking Alpha
View as an RSS Feed

The Oxen Group  

View The Oxen Group's Comments BY TICKER:
Latest  |  Highest rated
  • 3 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    Could be right? Is it enough to jump 15% though pre-earnings? That's what I don't see happening.
    Dec 27, 2012. 09:57 AM | Likes Like |Link to Comment
  • Yum Brands Headed Over $90 In 2013, Will Bounce Back In China [View article]
    Yeah. The more we are seeing this is an issue. Definitely going to take a hit, but do not think it will complete demolish this company. Finding the right entry is interesting.
    Dec 23, 2012. 05:08 PM | 1 Like Like |Link to Comment
  • Why Chipotle Could Move To $700 In 2013 - A Better Investment Than McDonald's? [View article]
    Stock Talk -

    Are you serious about SBUX? McDonalds entered the coffee market with McCafes in the USA in 2009. May of 2009 was the marketing launch.

    Since that time, SBUX has increased 257%. MCD has increased 73%.

    What you are missing is that T Bell is moving in this direction for one reason: its the future. CMG is the future of fast food.

    When a company starts copying you, you are doing something right. And I have a lot more faith in CMG's execution of their ideology over T Bell who just got in trouble for their chicken.
    Dec 21, 2012. 03:51 PM | Likes Like |Link to Comment
  • Home Builders, Pulte Homes Will Slow Down In 2013 [View article]
    Our models do not change until after Q4 of FY is reported. We are subtracting the change in working capital. Just shortened. I'll check the math.
    Dec 19, 2012. 04:24 PM | Likes Like |Link to Comment
  • Why Chipotle Could Move To $700 In 2013 - A Better Investment Than McDonald's? [View article]
    I don't disagree with you that Taco Bell has made popular items. At the same time, TB is moving into fast casual away from quick service. That trend means that the company is behind CMG and wants to get business back from them. At the same time, that type of switch tends to actually work poorly for most companies. Take WMT in 2010-2011...tried to move in on TGT's customers and TGT did the same. They ended up alienating themselves.

    The Yum story is growth in China...the CMG story is growth in new concepts in the future and extremely high margins...

    Two vastly different stories.
    Dec 19, 2012. 11:51 AM | Likes Like |Link to Comment
  • Home Builders, Pulte Homes Will Slow Down In 2013 [View article]
    Well I like the company. One of my top picks of the year. Its just gotten ahead of itself and has some issues that can slow it down. Be careful.
    Dec 19, 2012. 10:15 AM | 1 Like Like |Link to Comment
  • 3 Stocks To Buy, 1 Stock To Sell; What's Next For The Market [View article]
    Well value is a lot more about shareholder demand based on company metrics. So when looking at value...I think its key to understand what attracts buyers and why they are willing to pay more.

    SBUX for example expected to grow 13% in sales next year with 13%+ operating margin. That comapres to 1% growth expectations for CBOU and less than 5% operating margin. Something to keep in mind.

    Good comment though.
    Dec 18, 2012. 03:32 PM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    Well let me know what your picks are, where to buy them, where to sell them, and then post them on here. Until then, have some respect.
    Dec 18, 2012. 03:27 PM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    Can you please highlight where it states short Yoku?
    Dec 18, 2012. 03:26 PM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    Well...HAL is on the way to $35 today...so working right now. Not sure what you expect...like the second this article is posted everything works in 1 day? Cmon buddy.
    Dec 18, 2012. 01:29 PM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    Well the A short was recommended to be taken only if it broke under 37, which did not happen.

    The V bull put spread is up 5%...not concerned with stock price as long as its above 140.

    HAL is neutral.

    YOKU bear call spread is the only thing that did not work of these recommendations.

    Please respond to the actual positions recommended rather than making up ones to try to make us look bad.
    Dec 18, 2012. 01:28 AM | Likes Like |Link to Comment
  • Yum Brands Headed Over $90 In 2013, Will Bounce Back In China [View article]
    We have already submited a correction to take out Long John Silver...

    Mistake we made on review.

    Thanks.
    Dec 17, 2012. 03:21 PM | Likes Like |Link to Comment
  • Why Chipotle Could Move To $700 In 2013 - A Better Investment Than McDonald's? [View article]
    NO I wouldnt buy at 700. I'd buy now and want to sell at $700.
    Dec 17, 2012. 10:00 AM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    Why did the stock drop 11% on earnings then if that's the case?

    Perhaps you are missing that doesn't matter...
    Dec 17, 2012. 09:49 AM | Likes Like |Link to Comment
  • Oil Continues Up In December, Historically: How To Play It [View article]
    Good points.
    Dec 16, 2012. 11:03 PM | Likes Like |Link to Comment
COMMENTS STATS
1,359 Comments
522 Likes