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ChuckXX

ChuckXX
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  • Visa: High Dividend Growth Stock To Consider [View article]
    Well hope you will find this interesting in your article. If indeed "V" does earn $20 a share by 2020 and indeed does command a PE of 15 times that gives you a stock price of $300 a share. Now before you get too excited take the $300 and divide it by the current price of $215 you end up with a gain of around 39% in aggregate. Now divide this backwards over those 6+ years and you end up making around 6.5% per year not counting the paltry dividend.
    Aug 21 05:32 PM | 2 Likes Like |Link to Comment
  • EOG Resources Will Retain Its Title As The Top U.S. Oil Producer [View article]
    Your comment of "the company expects to spend approx. $6 million to complete wells in the play. Upon successful completion of these wells the "play" is expected to produce almost 500,000 barrels of oil equivalent per day"--CANNOT POSSIBLY BE CORRECT. You need to check this projected stat out. $6 million is a drop in the bucket to EOG and that is NOT going to get you 500,000 barrels of oil per day.
    Aug 21 03:06 PM | Likes Like |Link to Comment
  • Why Visa Could Be Relatively Overvalued [View article]
    I own both companys in a big way. Can't really say I like one over the other but will just say that MA has a much smaller market cap and possibly has a better chance to grow into a much bigger one. Hope that makes some sense to you. The only thing that really bothers me is the Smartmetric lawsuit, Walmart suit against "V" and the retailers that opted out of the class action lawsuit. If they lose those suits that will set them back years and years worth of potential earnings.
    Aug 20 05:12 PM | Likes Like |Link to Comment
  • Starbucks Is Brewing Up More Growth [View article]
    I remember quite well when that big judgement of 2.8 Billion was handed down. I was expecting a huge selloff and a great entry point. But it never happened which I found dissapointing. I still think the stock price is overvalued by atleast 10 points.
    Aug 20 04:58 PM | Likes Like |Link to Comment
  • Starbucks: The Next Dividend Growth Success Story [View article]
    Great article and I fully agree. Iam long SBUX but feel 67 is fair value for those that have not initiated a position yet.
    Aug 20 04:54 PM | 2 Likes Like |Link to Comment
  • EOG Resources: Time To Start Accumulating [View article]
    Bret; Very nice well written article. I have been very long EOG for well over 2 years now. I too feel that this is a fairly decent entry point. When I clicked on your "small purchases" highlight I couldn't help buy think to myself:"Who are these 2 clowns that bought 1 share each at $109. The world never ceases to amaze me. Yep, Iam on the "board of directors" and I just bought 1 share!!!!!! Geez.
    Aug 20 04:50 PM | Likes Like |Link to Comment
  • Is Starbucks Undervalued? [View article]
    While the stock price of SBUX is greatly overvalued by atleast 10 points or even more there is no comparison between the two brands. SBUX is light years ahead of Dunkin in quality of product and the variety of products offered. Like comparing the Broncos to an Ivy league team.
    Aug 19 08:24 AM | Likes Like |Link to Comment
  • A Closer Look At Enterprise Products Partners' Q2'14 Distributable Cash Flow [View article]
    Ron; Extremely well written and very informative article. I have been long EPD for about 7 or 8 years now. I have a hard time convincing myself to let it go because of its low yield. But then I just slap myself and come back to reality as to why I own it. Its probably one of the best run and safest MLP's out there. Please someone tell me of a better, and safer MLP than EPD. Thank You again for a great article.
    Aug 18 05:14 PM | 4 Likes Like |Link to Comment
  • Enterprise Products Partners LP: Great Company, Not A Great Stock [View article]
    Elliot; Very nice well written informative article. I have owned EPD for around 7 or 8 years now. Don't have to tell you Iam quite happy with its past performance. What is your best idea right now in the MLP universe????
    Aug 18 11:50 AM | 2 Likes Like |Link to Comment
  • Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q2 2014 Update [View article]
    Kind of surprised he doesn't take bigger positions in "V" and "MA". You would think they would be core positions.
    Aug 17 11:27 AM | 1 Like Like |Link to Comment
  • Enterprise Products Partners Remains A Solid Long-Term Pick [View article]
    Very nice well written article. I have been long EPD for around 6 or 7 years. Great company.
    Aug 14 03:57 PM | Likes Like |Link to Comment
  • Visa - Market Weakness Presents A Chance To Invest In Solid Growth And Fundamentals [View article]
    Iam very long Visa and will say its one of my larger positions. Now having said that all the lawsuits is what concerns me the most. The retailers that opted out of the "class action settlement", the Smartmetric lawsuit for 13.4 Billion, and last but not least the Wally World lawsuit for 5 Billion. All these things continue to be a drag on the stock price. Plus their estimates for 15 and 16 have come down. None of which are good signs for the stock atleast in the immediate future.
    Aug 14 11:31 AM | Likes Like |Link to Comment
  • EOG Resources: The Best Developer In The Eagle Ford Just Keeps Getting Better [View article]
    David; Where are you getting those figures from regarding "6+million acres"???? When I called their I R Dept. recently I was given a much smaller number of acres. Something around 1.2 million acres. Hope you will site the place you saw your figures because that alone would be a "game changer". Also the "talking heads" on CNBC are saying that WTI is going to bottom out at around 88. What say you???? I guess thats 2 questions. Hope you reply. Iam very long EOG.
    Aug 14 09:10 AM | Likes Like |Link to Comment
  • Is Now The Time To Buy Starbucks? [View article]
    I looked at your forward PE of 24.5 and said how can anyone classify this stock as a good value at this point???? I own SBUX but fully admit I must have a good value to "add to a position". I feel that SBUX is overvalued by about 10 points. I need a "margin of safety" to feel comfortable. Chasing high PE stocks is a "sure recipe for disaster".
    Aug 13 12:59 PM | Likes Like |Link to Comment
  • Tokenization Will Boost Visa's Slowing Revenue Growth [View article]
    Very nice article. Probably the only thing I don't like about Visa is the fact that they are not in the 13 European countries. Also the fact that they are not yet in China and having a very hard time "breaking thru". I guess one last negative. The Wally World lawsuit for 5 Billion does bother me somewhat. Iam long Visa and have been since the IPO but there is no doubt that tokenization aside they still have plenty of headwinds. Almost forgot about the retailers that opted out of the class action settlement. See what I mean???
    Aug 11 04:47 PM | 1 Like Like |Link to Comment
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