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  • Steady Goes The Big Ship - An Update On The Progress Of Transforming BP [View article]
    Hi Goeleven,

    Thank you for reading the article and your comment on it. Good luck with your investments.

    Yale Bock, CFA
    President, Y H & C Investments
    Aug 27 05:45 PM | Likes Like |Link to Comment
  • Steady Goes The Big Ship - An Update On The Progress Of Transforming BP [View article]
    Hi Jacktheharp,

    Thank you for reading the article and the nice post. I appreciate your opinion regarding the improvement at BP, especially as you were in the oil industry. I saw a story on the internet the other day where the energy industry was the most hated in the country. I find that interesting and certainly misguided, as without energy the country loses the ability to have access to travel by air, car, ship, etc, along with transporting goods etc. Also, as you know, oil is the raw material for many items besides those in energy, like pharmaceutical products, etc. So, like it or not, big oil and energy is a critical component of the country and should not be demonized. One can argue about the appropriateness of tax breaks for billion dollar companies, but one could apply that to any industry, not just oil or energy. Regarding BP's exploration projects in the Gulf, I also know BP has more capital committed to investment in the US than any company over the next 10 years. With respect to writers opinions and columns, and one can include any media form (internet, blogs, tv, etc), so many opinions are agenda or ulterior motivated. One of the great things about investing is eventually, if your analysis and reasoning are correct, most of the time, you will benefit. Again, thank you for reading the article, your comment, good luck with your investments, and I hope you are enjoying your retirement.

    Yale Bock, CFA
    President, Y H & C Investments
    Aug 27 05:14 PM | 1 Like Like |Link to Comment
  • Steady Goes The Big Ship - An Update On The Progress Of Transforming BP [View article]
    Hi Goeleven,

    Thank you for reading the article and for commenting on the article. Good luck on your investment in BP and all others.

    Yale Bock, CFA
    President, Y H & C Investments
    Aug 27 01:41 PM | 1 Like Like |Link to Comment
  • Steady Goes The Big Ship - An Update On The Progress Of Transforming BP [View article]
    Hi Inspector,

    Thank you for following up and providing a link to the article. The article does not include any information on BP's production volumes in total, or segmented. In addition, it does not mention why production volumes increased or decreased in the previous quarter, or what could happen in the upcoming quarter. Just looking at the bottom line does not give one an accurate understanding of why the numbers took place. I did not delve into the price of oil or the issues in Russia which affected the volumes for the quarter, but they contribute to more of an understanding of how you get the numbers. Each writer provides their own analysis and figures,and to each his own as to how one goes about their work. Again, thank you for the kind words, I really appreciate them. Good luck with your investments, and with BP.
    Aug 27 01:13 PM | 1 Like Like |Link to Comment
  • Steady Goes The Big Ship - An Update On The Progress Of Transforming BP [View article]
    Hi Doc47,

    Thank you for reading the article and your comment regarding the piece. Just a bit of information for you, BP has people running it who are all highly educated and typically from Oxford, Cambridge, and the best schools in the United States. In addition, they have many partnerships with academic institutions all over the U.S. to help in their efforts regarding all areas of the environment- air, sea, land, etc. I would not at all minimize the competence of the management at BP, in fact, I think they are incredibly capable and downright impressive, but that is only my opinion. You might look into the matter to see if I am correct. Thanks again for reading the article and the comment, I very much appreciate it.

    Yale Bock, CFA
    President, Y H & C Investments
    Aug 27 12:48 PM | Likes Like |Link to Comment
  • Steady Goes The Big Ship - An Update On The Progress Of Transforming BP [View article]
    HI GPAGPA1,

    Thank you for reading the article and the kind words. Best of luck on your investments.

    Yale Bock, CFA
    President, Y H & C Investments
    Aug 27 12:44 PM | Likes Like |Link to Comment
  • Steady Goes The Big Ship - An Update On The Progress Of Transforming BP [View article]
    HI TJ,

    Thank you for reading the article and kind words. Best of luck with your BP and other investments.

    Yale Bock, CFA
    President, Y H & C Investments
    Aug 27 12:41 PM | Likes Like |Link to Comment
  • Steady Goes The Big Ship - An Update On The Progress Of Transforming BP [View article]
    Hi Inspector Javert,

    Thank you for your comment. I am not sure who Cris Frangold is. I believe investing is based on individual research, analysis, and judgment. Especially at a time when quantitative methodologies are in vogue, history has shown many of the best investors did their own work and reaped the rewards, or penalties, of the market. Thank you again for the kind words and reading the article.

    Yale Bock, CFA
    President, Y H & C Investments
    Aug 27 12:40 PM | Likes Like |Link to Comment
  • Coffee With That Cupcake? A Crumbs Bake Shop Follow-Up [View article]
    Hi Robin,

    Thank you for reading both articles and your opinion and question. The current CEO was a board member and used to be in management at federated dept stores, I believe, or a division of theirs, before Macy's bought them. The founders still own a big piece of this enterprise, and they have a lot of incentive for the company to do better. I hope that helps.

    Yale Bock, CFA
    President, Y H & C Investments
    Aug 24 11:26 PM | Likes Like |Link to Comment
  • John Paulson: Lucky Or Great? [View article]

    Hi all- Paulson has a long track record of outperforming the market and almost any index associated with it. If you do some homework, he is a guy any investor can learn from, if you are willing to take the time to find out about him.

    Yale Bock, CFA
    President, Y H & C Investments
    Aug 24 04:08 PM | 2 Likes Like |Link to Comment
  • Unilife Strives To Be A Major Player In Medical Devices [View article]
    Hi Whitehead,

    Thank you for the analysis and comment. Sorry it took a while to respond to your comment.

    Yale Bock, CFA
    President, Y H & C Investments
    Aug 23 12:32 PM | Likes Like |Link to Comment
  • A Turnaround In Specialty Retail Trying To Follow The Lead Of Starbucks And McDonald's (Part 2) [View article]
    Hi Raymond,

    Thank you for reading the article and the questions about Crumbs Bake Shop. First, full disclosure, I own shares of it. Next, based on their last conference call, they have no plans to do another offering. They have been renegotiating lease terms on underperforming locations already, at least that is what the company stated in the conference call. As far as what might be lacking in their offerings, they are adding candy to mall based locations to see how that incrementally adds to sales. I think the big issue is to deal with underperforming locations and continue growing selectively, while improving operational efficiency to generate cash flow. All the while, they should continue to work on finding ways to improve their marketing and increase foot traffic. Basic fundamentals is where the focus is should be. If you would like to be added to my free monthly newsletter and blog, please send me your email address at information@y-hc.com or yale@y-hc.com. Thanks again for your questions and please feel free to always ask.

    Yale Bock, CFA
    President, Y H & C Investments

    Regarding their offerings, I have never tried them, but my family and friends who live in NY say they don't have the best cupcakes in NY, but they are solid and an institution in the city. On FB they have over 70K followers. Regarding their coffee, they said in their conference call they will choose a new coffee partner by the end of June, so on their next earnings release they should indicate who that is. They have high hopes for the new coffee partner increasing both beverage and food sales dramatically.
    Jul 18 10:21 PM | Likes Like |Link to Comment
  • 2 Turnarounds In Specialty Retail Trying To Follow Starbucks' And McDonald's Lead - Part 1 [View article]
    Hi Bhavikpatel756,

    Thank you for reading the article and your comment. If the company proves it can grow the top line and improve its operating performance, institutions will come back on board. It will take some time, as most investments do. Good luck with your investments and thank you again for the comment.

    Yale Bock, CFA
    President, Y H & C Investments
    Jun 27 02:12 PM | Likes Like |Link to Comment
  • Investing In Today's Tough Regulatory Environment [View article]
    Hi Gedankomist,

    Thank you for reading the article and your comment. Good luck with your investments.

    Yale Bock, CFA
    President, Y H & C Investments
    Jun 27 11:59 AM | Likes Like |Link to Comment
  • Best Buy's Balance Sheet: How Do You Calculate The Hidden Losses That Investors Can't See? [View article]
    Hi Seeking Beta,

    Thank you for the response and explanation. I appreciate your explanation as well. I agree with the premise the bs is in pretty good shape, which is why I believe they have the staying power to turn things around. Certainly, the on line position and customer service issues are going to be areas of attention in the future. Time will tell as to how it plays out, but I am sure Circuit City shareholders thought the same as well. Best of luck with your investments and SA writings and no worries about length. As Mitt Romney says, sometimes things are not simple to explain.

    Yale Bock, CFA
    Jun 24 10:11 PM | Likes Like |Link to Comment
COMMENTS STATS
127 Comments
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