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Billyspeed

Billyspeed
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  • What I Need To See From Target When It Reports Earnings [View article]
    They've thrown just about everything they can at this stock and its held pretty well around the $58 level. With a new CEO it is likely (if they're smart) that they will "kitchen sink" the earnings. EVERYTHING negative they can find will be included. They'll likely look ugly but it just might be in the market already. Should be interesting.
    Aug 17 01:55 AM | 3 Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Target [View article]
    The headline news on TGT has been SO BAD in recent weeks, and the stock has, basically, been in a holding pattern at the $58 level. Tells me that they've thrown just about everything bad at it that they can and yet it's not going lower. The contrarian play really seems to be to buy it!
    Aug 15 06:31 PM | 1 Like Like |Link to Comment
  • Rumors Of McDonald's Demise Are Greatly Exaggerated [View article]
    You should have TASTED it! THEN you'd know the difference and understand why the stock has done so well.
    Aug 6 11:13 AM | Likes Like |Link to Comment
  • McDonald's - Headwinds Continue As Pressure Is Building To Make A Dramatic Strategic Move [View article]
    Unless and until the Board replaces Thompson and a real leader with vision is put in his place, this company, at best, is dead money. I recently read (WSJ) that they are going to now allow customers to add jalapeno's to any burger. If that is their solution to the problems that confront this company, they are in bigger trouble than we all think they are in.
    Jul 23 10:36 AM | Likes Like |Link to Comment
  • Should You Add Wal-Mart Or Target To Your Portfolio For Dividend Growth? [View article]
    WMT is universally hated by the street. It is so huge that it is impossible to move the earnings needle in any material manner. TGT has its own very serious problems BUT, if they pick the right CEO, it has a real chance of a turnaround. It will take a number of quarters but at least there is some upside. With the decent dividend, at least you get paid to wait. It's any easy call between the two. And, if they can get the right leader, TGT could make sense at these levels.
    Jul 9 10:01 PM | 1 Like Like |Link to Comment
  • Is Target's Yield At 3.6% Worth The Risk? [View article]
    I know the discussion is on TGT but it's devolved into a discussion on AMZN. The smart (though definitely controversial) acquisition for AMZN to enable it's long-held dream of 1 hour delivery would be for it to acquire RadioShack. They have thousands of outlets (mostly leased) in every burgh and hamlet across this country. Nobody is closer to neighborhoods than RS AND the company is near bankruptcy. Given all the gee-whiz algos of AMZN, it should be no problem figuring out what items to have in stock at the local level and thus be able to insure quick delivery (in their own e-vans) nearly everywhere. Just think about it. It really makes sense.
    Jul 3 10:39 AM | 1 Like Like |Link to Comment
  • Is Target's Yield At 3.6% Worth The Risk? [View article]
    And one thing we've learned is that management and the Board have been dysfunctional. It's going to take a strong CEO to get this company going in the right direction. I'll wait and pay up a bit later when we know.
    Jun 25 03:54 PM | 1 Like Like |Link to Comment
  • Is Target's Yield At 3.6% Worth The Risk? [View article]
    I'd rather pay a higher price with some certainty as to the CEO than roll the dice here and not know who will be leading the company during this very critical time.
    Jun 25 02:22 PM | Likes Like |Link to Comment
  • Target: A Strong Buy [View article]
    We may well look back on this as an opportunity. However, without knowing who the CEO is or what that person's vision for the company is, it is very premature. You are just rolling the dice. Hardly a sound investment approach. Once we know the next CEO, THEN a sound decision can be made. You'll have plenty of time. No rush on this one.
    Jun 24 02:36 PM | 1 Like Like |Link to Comment
  • McDonald's: Is There Still Gold In The 'Golden Arches' [View article]
    A couple of quick observations: MCD's segment of the market has ALWAYS been intensively competitive. Nothing new. MCD still owns the fast food breakfast biz. They invented it. Everyone else is nibbling around the edges. YUM's waffle taco is gross. I cannot believe it is a long-term player. SBUX food has improved but it still has a very long way to go. MCD must simplify it's menu. It is simply too big and confusing and dramatically slows drive-thru times. MCD grabs market share when times get tough. In the next recession (whenever that occurs) they will thrive while others suffer. The current CEO is on borrowed time. Unless domestic numbers improve, he'll be gone. The stock, in the low 90's is a buy. No need to buy it at $100+.
    Jun 23 05:28 PM | 5 Likes Like |Link to Comment
  • Target, Time To Buy For A Dividend Growth Investor [View article]
    Until TGT can find a new leader and that person has the cred to regain the investing community's confidence, the stock will underperform. Unfortunately, high quality retail execs are very hard to find and equally hard to pry out of their existing positions. The Board has been very negligent in not having any bench strength or succession plan internally. Until they get it right, a wait and see approach is the right one.
    Jun 9 06:36 PM | Likes Like |Link to Comment
  • McDonald's: The Real Estate Juggernaut [View article]
    Unfortunately, this real estate approach to valuing many diverse businesses seems to be a "fools errand". While it might be "interesting", it is a rarely recognized or accepted by the marketplace. So, with few exceptions, the valuation is not impacted by this line of thinking. Sorry, but more traditional numbers crunching is what the market cares about. Again, as was previously mentioned, many failed investments had meaningful real estate assets that were never realized due to a lousy business.
    May 29 01:45 PM | 1 Like Like |Link to Comment
  • Taking A Closer Look At Target's Q1 2014 Results [View article]
    Unfortunately, all the analysis in the world does very little to contribute to the issue of providing clarity as to the value and future of TGT. The numbers, while interesting, are not the issue. Who will lead this company is. Without great leadership, TGT is probably relegated to also-ran status in the retail sector. And great retail leadership is very very hard to come by. Just ask JCP. The great retail leaders are already ensconced in the best retail companies and to pry any of them loose is unlikely. Maybe there's a dynamic retailing leader just waiting for this opportunity but I don't have a lot of confidence that this Board (inept at best) will be able to find him or her.
    May 28 12:55 AM | 2 Likes Like |Link to Comment
  • Target Corporation's (TGT) CEO John Mulligan on Q1 2014 Results - Earnings Call Transcript [View article]
    Saw Mulligan on CNBC today. Seems like a nice guy. Probably knows the numbers but DEFINITELY NOT CEO material. Won't be easy to find a leader in the retail sector but TGT certainly needs some dynamism in the position.
    May 21 05:19 PM | Likes Like |Link to Comment
  • Novadaq On A Good Growth Path, But Valuation Makes It Volatile [View article]
    Good analysis. The takeout potential for this company looks high.
    May 9 12:59 PM | Likes Like |Link to Comment
COMMENTS STATS
153 Comments
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