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ChuckXX

ChuckXX
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  • Maybe, Possibly Now Is The Time For Ferrellgas Partners To Start Generating Superior Returns [View article]
    Gentleman; I have a very conservative CPA. He is also a "forensic CPA". He tells me "NOT" to buy any MLP in a retirement account because of what you gentleman have pointed out to "Tennvol". Some people as old Jack Nicholson use to say "just can't handle the truth".
    Aug 2, 2015. 10:27 AM | Likes Like |Link to Comment
  • FireEye: Why You Shouldn't Be Worried About CFO's Departure [View article]
    I wish a guy could read a couple of the analyists reports that follow Fireeye to see when they will actually be cash flow positive and have real earnings which will generate a real PE.
    Aug 1, 2015. 04:10 PM | 3 Likes Like |Link to Comment
  • FireEye Now Has More Upside Than Ever [View article]
    The CEO of Fireeye was on Mad Money with Cramer on thursday night and he said to Jim that he "Does Not Compete" with Palo Alto Networks. Now the thing that concerns me the most is this company has "No PE". I don't really agree with the metrics of price to sales ratio. Its like trying to justify the outlandish price people are willing to pay for something. Kinda like "starlings following the leader over the cliff". Do you remember "Netscape" back in the early 90's. Everybody was all "Ga-Ga" over than one too and they all were "justifying" the crazy price. Have you heard the name mentioned in the last decade??? Answer is NO. Iam going to wait until Fireeye is actually sporting a "real PE". Like the author said the next decade will see lots of growth in this industry. That I do agree with. The departure of the CFO should concern any wise investor. He was in a position to "cash in big time" but yet leaves the company?????
    Aug 1, 2015. 09:29 AM | 1 Like Like |Link to Comment
  • A Non-Callable 6.3% Yield From Wells Fargo [View article]
    I would imagine that they can still "suspend" the dividend payments which is true for most preferreds. Iam not thrilled that it is trading at 19% over par. When rates start to rise over the next few years my guess is this will start to trade down closer to par.
    Jul 31, 2015. 09:53 AM | Likes Like |Link to Comment
  • MasterCard: The Valuation Debate And Growth Opportunities [View article]
    Iam very long both "MA" and "V". I consider both companies great long term holds. Between the two of them they have the "Lions Share" of the worlds credit/debit card market. The fact that the world is increasingly using cards for everything bodes well for their future.
    Jul 31, 2015. 09:45 AM | Likes Like |Link to Comment
  • FireEye down 4% in spite of Q2 beat, solid guidance/billings; CFO leaving [View news story]
    Until they show "postive" earnings per share Iam not a buyer.
    Jul 30, 2015. 04:45 PM | 1 Like Like |Link to Comment
  • UnitedHealth Group Inc.: The View From The Bond Market Shows Very Good Value [View article]
    Its a terrible time in history to be a bond buyer.
    Jul 30, 2015. 09:32 AM | Likes Like |Link to Comment
  • MasterCard Is A High Performer For Long-Term Returns [View article]
    Very nice article. Iam very long "MA" and will be for another decade. Its a very well run company.
    Jul 29, 2015. 05:14 PM | 1 Like Like |Link to Comment
  • MasterCard's Transformation Story [View article]
    Well "MA" did not beat estimates but atleast they did "meet estimates". On a side note I was checking out at Walmart 2 days back and the checker asked me if I would like to apply for a "Walmart Mastercard". I told her I already have a GM Mastercard. Since Walmart the worlds largest retailer is suiing Visa for 5 billion you can now see "clearly" they have aligned themselves with "MA". Iam long both MA and V as I think it is very difficult to pick a clear winner. If you have a 10 year time horizon I believe you will be nicely rewarded.
    Jul 29, 2015. 08:58 AM | 1 Like Like |Link to Comment
  • Visa to partner with Stripe [View news story]
    Stripe must be a really "teeny tiny company". When I called them today they answered the phone with a "hello". I at first thought I had the wrong number but as it turns out I did have the right number. Asked the gal if they were going public anytime soon and she laughed and said "no plans for an IPO".
    Jul 28, 2015. 02:26 PM | 2 Likes Like |Link to Comment
  • FireEye Growing But Burning Through Cash [View article]
    There's really no way you can be assured of that. They really need to find a way to have positive EPS. Then atleast you can do a true model.
    Jul 28, 2015. 09:10 AM | 1 Like Like |Link to Comment
  • FireEye Growing But Burning Through Cash [View article]
    Classic example of a great company but a horrible stock price. The two just don't go togethor. Until they have actual positive earnings per share I would stay away. Too many other better opportunities out there. Why chase a company that really can't manage their money any better than this???
    Jul 27, 2015. 04:41 PM | Likes Like |Link to Comment
  • Kinder Morgan, Inc.: You Know It's Time To Double Down When The Bigwigs Are Getting Greedy For This 5%+ Yielder [View article]
    Doesn't Fayez Sarofim run a hedge fund or an investment firm of some kind??? Iam always a little more skeptical of those type of purchases. But never the less it does show they are certainly committed to the stock. Thanks or maybe I should say no thanks to S A author Brian Nelson I sold out at $38 and change a month ago or so. I may be a mistake on my part. I guess only time will tell. I will say this. I do not like their "Huge debt load".
    Jul 27, 2015. 04:29 PM | 2 Likes Like |Link to Comment
  • Visa To China [View article]
    I had something peculiar happen today. So Iam in Walmart and the checker asked me if I would like to apply for a Walmart Mastercard. I said I already have a GM Mastercard so no thanks. I know Walmart the worlds largest retailer is suiing Visa for 5 Billion but they are also trying to rub their nose in it too. She asked the gal behind me the same "exact question", "would you like to apply for a Walmart Mastercard??? Must be a new mission for Walmart to stick it in Visas face so to speak.
    Jul 27, 2015. 04:21 PM | 1 Like Like |Link to Comment
  • MasterCard Just Keeps Charging Up [View article]
    While both MA and V are expensive by the traditional standards they are both global growth stories with a very nice moat. I too don't like the high P E's but thats what you have to put up with if you want to own some of the finest companys on the planet. Same problem with lots of other companys. Netflix, Amazon, Mobileye, and many other fine companys. Heck even old Costco has a high PE at the moment. You can thank the Fed for alot of this.
    Jul 26, 2015. 10:07 AM | Likes Like |Link to Comment
COMMENTS STATS
1,332 Comments
1,588 Likes