BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
Hi GPAGPA1,
Thank you for reading the article and commenting, I very much appreciate the kind words and support. Good luck with your BP Investments and others in this interesting environment.
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
Bj,
Thanks for reading the article. If you don't like how the article was written or it's clarity, you are certainly free to write your own and submit them to SA.
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
Hi Meredin Capital,
I addressed these concerns in the article. Natural gas is not a long term substitution for oil in China or India, and the 2$ gas price has yet to be seen as holding for any kind of a long term time frame. Also, BP has plenty of exposure to the natural gas industry.
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
Hi Blitzkreig,
TNK-BP partnership is 20-25% of exploration profits. With respect to paying the price, time will tell as to who can come up with the $. If BP does not what it feels is fair value, it is simple, they don't sell.
Is WebMD A Good Prescription For Your Portfolio? [View article]
Hi ENuff Sed,
Thank you for the comment and question. The issue is advertising by Pharmaceutical and health care related companies. With pharma, the patent expiration of many drugs may have an affect on how they view their marketing efforts. I think you have to wait and see what this quarter and the rest of the year bring as far as results, but I don't think advertising for these companies is permanently impaired. Does not mean the stock won't get cheaper or their results will get better, just that health care is a massive industry and advertising for it is important.
Is WebMD A Good Prescription For Your Portfolio? [View article]
Hi NJK1,
Interesting premise- one I would disagree with. When a company reduces guidance dramatically like WebMD has for 2012, investor's run. Class action lawsuits are always around when the share price declines. Thanks for reading the article and the question and comment.
2 Value Stocks Below $2 (Follow Up) [View article]
Hi AMW,
Interesting comparison and thanks for posting and taking the time to email me. Jamba has larger scale and competes on a 'health' focused platform, which could lead to big success in the schools if their new jam ago platform is successful. The new tea acquisition ties into that and has a nice start to build from. Health and wellness is a huge market globally so there is a big prize available for JMBA. Cosi has less than half the size by sales, much smaller in number of locations. I don't know if COSI has a CPG business, which could become a big profit center for JMBA. In checking the COSI site, a franchise costs 400k, much more than the 250k for JMBA. Both have to execute on the marketing side as well, but I know JMBA has over 1 million Facebook fans, and COSI with 16k. Still, anything similar to Panera has potential, and the reviews in that regard are favorable for COSI. Thanks again for the comment and question and if you would like to be on my free blog and newsletter list, just email me at information@y-hc.com.
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
Thank you for reading the article and commenting, I very much appreciate the kind words and support. Good luck with your BP Investments and others in this interesting environment.
Yale Bock, CFA
President, Y H & C Investments
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
Thanks for reading the article. If you don't like how the article was written or it's clarity, you are certainly free to write your own and submit them to SA.
Yale Bock, CFA
President, Y H & C Investments
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
Thanks for reading and commenting on the merit of the article. Time will tell about the outcome.
Yale Bock, CFA
President, Y H & C Investments
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
Thank you for he input on Saudi supply. I appreciate you taking the time to read and comment on the article.
Yale Bock, CFA
President, Y H & C Investments
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
Thanks for the comment. I just question on what metric or valuation criteria is it expensive- p/e, market cap, ev/ebitda, free cash flow, price/book?
Yale Bock, CFA
President, Y H & C Investments
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
Thank you for reading the article and the comment. We will see what happens in time. Thanks again for the comment.
Yale Bock, CFA
President, Y H & C Investments
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
Thanks for the comment. We will see in time how the investment turns out.
Yale Bock, CFA
President, Y H & C Investments
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
Thanks for reading the article and the comment. Time will tell as to how things play out.
Yale Bock, CFA
President, Y H & C Investments.
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
Thank you for your comment and opinion. We agree to disagree.
Yale Bock, CFA
President, Y H & C Investments
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
I addressed these concerns in the article. Natural gas is not a long term substitution for oil in China or India, and the 2$ gas price has yet to be seen as holding for any kind of a long term time frame. Also, BP has plenty of exposure to the natural gas industry.
BP Is Stupid Cheap, And I Continue To Back Up The Truck! [View article]
TNK-BP partnership is 20-25% of exploration profits. With respect to paying the price, time will tell as to who can come up with the $. If BP does not what it feels is fair value, it is simple, they don't sell.
Yale Bock, CFA
Is WebMD A Good Prescription For Your Portfolio? [View article]
Thank you for the comment and question. The issue is advertising by Pharmaceutical and health care related companies. With pharma, the patent expiration of many drugs may have an affect on how they view their marketing efforts. I think you have to wait and see what this quarter and the rest of the year bring as far as results, but I don't think advertising for these companies is permanently impaired. Does not mean the stock won't get cheaper or their results will get better, just that health care is a massive industry and advertising for it is important.
Yale Bock, CFA
President, Y H & C Investments
Is WebMD A Good Prescription For Your Portfolio? [View article]
Interesting premise- one I would disagree with. When a company reduces guidance dramatically like WebMD has for 2012, investor's run. Class action lawsuits are always around when the share price declines. Thanks for reading the article and the question and comment.
2 Value Stocks Below $2 (Follow Up) [View article]
Interesting comparison and thanks for posting and taking the time to email me. Jamba has larger scale and competes on a 'health' focused platform, which could lead to big success in the schools if their new jam ago platform is successful. The new tea acquisition ties into that and has a nice start to build from. Health and wellness is a huge market globally so there is a big prize available for JMBA. Cosi has less than half the size by sales, much smaller in number of locations. I don't know if COSI has a CPG business, which could become a big profit center for JMBA. In checking the COSI site, a franchise costs 400k, much more than the 250k for JMBA. Both have to execute on the marketing side as well, but I know JMBA has over 1 million Facebook fans, and COSI with 16k. Still, anything similar to Panera has potential, and the reviews in that regard are favorable for COSI. Thanks again for the comment and question and if you would like to be on my free blog and newsletter list, just email me at information@y-hc.com.
Is WebMD A Good Prescription For Your Portfolio? [View article]
Thank you for the corrections and taking the time to read the article.