udirtyrat's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/177748/comments http://seekingalpha.com/article/90748-citi-s-pandit-still-going-in-circles?source=feed#comment-229337 229337 Wed, 13 Aug 2008 10:03:32 -0400 http://seekingalpha.com/article/90334-johnson-johnson-profit-taking-likely-offering-better-entry-point?source=feed#comment-227797 227797 You could argue that for the last 5 years everyone was on the oil bandwagon or "short" run that JNJ wasn't on anyone's screen. JNJ is probably the best run company in the entire market. The cash flow is HALF of their outstanding debt and if they use just a bit of that to rid itself of that overhang, what little it is, then the stock will be another 10% higher from these highs. Nope...your argument is off base and this is where the price should be.]]> Mon, 11 Aug 2008 11:27:49 -0400 You could argue that for the last 5 years everyone was on the oil bandwagon or "short" run that JNJ wasn't on anyone's screen. JNJ is probably the best run company in the entire market. The cash flow is HALF of their outstanding debt and if they use just a bit of that to rid itself of that overhang, what little it is, then the stock will be another 10% higher from these highs. Nope...your argument is off base and this is where the price should be.]]> http://seekingalpha.com/article/90020-is-microsoft-out-of-ideas?source=feed#comment-226232 226232 Out of ideas....hardly, but most of the MAJOR companies that have hordes of cash do in fact buyback their own shares. Does this hinder innovation, hardly. If Ballmer hadn't said anything about Yahoo back in Jan 08 the stock would be well over $32. Just the fact that they attempted to buy Yahoo but the question of growth.
This crap sidetracked where Msft was going as a stock price. Now that it hit 25 I'd say the real value here IS to buy back my own shares. Stock is already up about 15-20% since then. Yahoo purchase would put it in a hole of 30 billion of debt that would take 10 years to pay off. Yahoo doesn't have that kind of return value. It's lucky it breaks even. Don't worry in about a year Yahoo will be down to 15. Yang & the board have less than a year to turn things around and that's not likely.]]> Fri, 08 Aug 2008 13:19:40 -0400 Out of ideas....hardly, but most of the MAJOR companies that have hordes of cash do in fact buyback their own shares. Does this hinder innovation, hardly. If Ballmer hadn't said anything about Yahoo back in Jan 08 the stock would be well over $32. Just the fact that they attempted to buy Yahoo but the question of growth.
This crap sidetracked where Msft was going as a stock price. Now that it hit 25 I'd say the real value here IS to buy back my own shares. Stock is already up about 15-20% since then. Yahoo purchase would put it in a hole of 30 billion of debt that would take 10 years to pay off. Yahoo doesn't have that kind of return value. It's lucky it breaks even. Don't worry in about a year Yahoo will be down to 15. Yang & the board have less than a year to turn things around and that's not likely.]]> http://seekingalpha.com/article/89137-missing-200-million-yahoo-shares-from-last-friday-s-annual-meeting?source=feed#comment-223122 223122 Tue, 05 Aug 2008 10:36:24 -0400 http://seekingalpha.com/article/71815-making-starbucks-exciting-again?source=feed#comment-150132 150132 It's fast food liquid! but with coffee you have customers who really DO care how the drink is made. For one thing it takes a lot longer than 3 lousy hours to make a difference. Teenagers aren't "Barista's" by a long shot and the espresso for dummy machines were a bore. It's an INSULT to the profession that they're called Barista's with those machines....really! Just call them partners....end of story. They can't tell you the perfect timing of an espresso! Why the grind needs to be adjusted depending on the weather! The machine was only there to make the drinks "FASTER" not better....that was the biggest failure. Now you'll have the cost to change back, but will he? Workers in this environment change too often to waste time on proper training...that's why the stupid machine was put in....WRONG!
I guarantee you a so-called Barista couldn't tell you what bean to use if you ran out of espresso beans! Or what makes the perfect shot!
I love my espresso and I visit the Starbucks EVERY SINGLE DAY but that doesn't mean I like it. Problem is that there's nothing else to take its place that is close by.
Listen....it DOES make a difference on customer service, but if you go every single day and you order the same drink, EVERY SINGLE DAY, wouldn't you expect that at least they'll remember your name! Never mind the drink....this is what makes me sick. What it really comes down to is kids don't give a damn and they move on. Building more stores is like issuing more stock....it dilutes the value. Starbucks HAS lost the edge.....and value. Of course time will tell.]]> Mon, 14 Apr 2008 00:02:51 -0400 It's fast food liquid! but with coffee you have customers who really DO care how the drink is made. For one thing it takes a lot longer than 3 lousy hours to make a difference. Teenagers aren't "Barista's" by a long shot and the espresso for dummy machines were a bore. It's an INSULT to the profession that they're called Barista's with those machines....really! Just call them partners....end of story. They can't tell you the perfect timing of an espresso! Why the grind needs to be adjusted depending on the weather! The machine was only there to make the drinks "FASTER" not better....that was the biggest failure. Now you'll have the cost to change back, but will he? Workers in this environment change too often to waste time on proper training...that's why the stupid machine was put in....WRONG!
I guarantee you a so-called Barista couldn't tell you what bean to use if you ran out of espresso beans! Or what makes the perfect shot!
I love my espresso and I visit the Starbucks EVERY SINGLE DAY but that doesn't mean I like it. Problem is that there's nothing else to take its place that is close by.
Listen....it DOES make a difference on customer service, but if you go every single day and you order the same drink, EVERY SINGLE DAY, wouldn't you expect that at least they'll remember your name! Never mind the drink....this is what makes me sick. What it really comes down to is kids don't give a damn and they move on. Building more stores is like issuing more stock....it dilutes the value. Starbucks HAS lost the edge.....and value. Of course time will tell.]]>