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ChuckXX

ChuckXX
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  • Visa: An Opportunity To Capture Growth Alpha [View article]
    To Bahamas1; Really good follow up comment by you . You are an "astute investor" I can tell. Something I have learned in over 40 years of investing in the stock market is this: You can "analyize" something to death but if the market doesn't agree with you it doesn't matter a tinkers damn. In other words it can really look like a great investment on paper but if no one else agrees then you are going to be "WRONG". Have you ever heard somebody say "but I did alot of research" on this stock??? Its what the big boys think of it that really matters!!!!!!! Unless you are buying literally "millions of shares" you are just along for the ride.
    Apr 18 08:24 AM | Likes Like |Link to Comment
  • Visa: An Opportunity To Capture Growth Alpha [View article]
    Shiv; This is a very interesting and extremely well written article and I Thank You. I have been long Visa for quite some time and do keep in contact with their IR Team. When it came down in "chunks" over the last month I have to admit I said to myself "what the heck is going on here"???? Some say its the whole "mobile payments thing". In other words "new competitors" entering the fray. Companys such as PayPal, Amazon, Google, Square, Starbucks, and even others. Visa does have a large moat in my opinion but there's always something out there to worry about. Iam not a seller and do feel over the long run Visa and Mastercard will reward you handsomely. I really like the fact that they have no debt and no pension liability. Really good comments from Bahamas1.
    Apr 17 06:23 PM | 1 Like Like |Link to Comment
  • Why You Should Buy Starbucks' Dip [View article]
    I do love SBUX but at over 22 times next years earnings it seems very expensive to me. If it were to come down from the stratasphere I would be a buyer.
    Apr 17 05:47 PM | 1 Like Like |Link to Comment
  • Enterprise Products Partners Is A Good Pick In The Energy MLPs Sector [View article]
    Very nice well written article. I have been very long EPD for around 8 years now. If you want to see something interesting just compare EPD to Boardwalk Pipeline. Boardwalk just cut their distribution amount and the stock completely collapsed. If you don't believe me just look up a 2 year chart on both of them. There is little doubt that EPD is the best MLP in the investing universe.
    Apr 17 08:36 AM | Likes Like |Link to Comment
  • Is Starbucks Positioned Well To Deliver Long-Term Value? [View article]
    I believe you are incorrect on the valuation of 100 billion. I believe it is about half of that. Somewhere around 52 billion or so. Also I might mention my biggest gripe about Starbucks is their poor parking lot size. Its always way too small for the amount of traffic that they do. They always seem to screw that up. Iam long SBUX and do love the product.
    Apr 16 05:29 PM | 1 Like Like |Link to Comment
  • Starbucks to move European headquarters [View news story]
    Isn't it just amazing and also ridiculous how these countries "strong arm" these companys into doing something. I forgot the word "sickening" as well.
    Apr 16 08:41 AM | Likes Like |Link to Comment
  • Why Top Value Fund Managers Are Buying eBay [View article]
    If you take a stock price of approximately $54 and divide by the analyists projected earnings of $3.38 for 2015 (next years estimates) you get a PE of 15.97 not 22.
    Apr 16 08:31 AM | Likes Like |Link to Comment
  • Starbucks Is A Sell [View article]
    To Maybenot; Just hang in there over the next couple of months. You might get a chance at even 65 or lower.
    Apr 11 06:08 PM | Likes Like |Link to Comment
  • Starbucks Is Beginning To Look Interesting [View article]
    A starting entry point would be around $67.
    Apr 11 08:00 AM | Likes Like |Link to Comment
  • Why Does eBay Want To Keep PayPal? [View article]
    While I do agree that EBAY over the long haul will be a good solid investment I DO NOT believe that over the long haul it will be a Great Investment. There is a difference between good and great.
    Apr 10 12:45 PM | Likes Like |Link to Comment
  • Why We Are Positive On eBay [View article]
    Its kinda funny in a way as you tell us about the incredible growth that lays ahead for EBAY and then back it up with Great Stats etc. Then you let us down with your price target of $60 a mere 10% gain or so. Think about it for a minute.
    Apr 9 05:06 PM | 3 Likes Like |Link to Comment
  • Enterprise Declares Cash Distribution; 39th Consecutive Quarterly Distribution Increase [View article]
    This is one of the few "Greatest Companys" on the entire planet. I have been long EPD for around 8 years.
    Apr 9 11:07 AM | Likes Like |Link to Comment
  • Is Starbucks A Good Dividend Pick? [View article]
    I want you to "stop and think" about something. The dividend of 1.4% is not going to get you wealthy or get you into an early retirement. I would much rather have SBUX take that 629 Million and continue to open up more stores in "strategic locations" thru out the world. If they are in only 60 countries they truly have a "long ways to go". MasterCard is in 230 countries. If you want to create "real wealth" for shareholders you would be better off expanding into more countries. Now just for the record "I Love SBUX" and happen to think it is one of the greatest companys on the planet. I also happen to think for those really serious investors out there that it is "over valued" by atleast 6 points or so.
    Apr 9 11:02 AM | 1 Like Like |Link to Comment
  • Monitise Stands To Benefit From E-Gift Popularity [View article]
    I saw on the news today where MasterCard also just made a large investment in MONIF. MONIF also changed their subscription service to a monthly service rather than a large upfront payment type system. They said it would hurt their revenue flow for the next year but after that it would balance out. This is one of the stocks that 5 or 6 years from now will Probably be a $10.00 stock or be a penny stock. Its truly a crap shoot as they keep "diluting" the shares more and more. I would feel a whole lot better about it if they were earnings positive and also if you could get your hands on some analyists reports-But you can't.
    Apr 8 01:39 PM | Likes Like |Link to Comment
  • Coffee Wars Heat Up As Profits Rise On Global Expansion [View article]
    I disagree about Starbucks being bitter. You are just not trying the right one. I hope you realize that at any given time they offer atleast 6 to 10 different kinds of coffee in their stores.
    Apr 7 05:34 PM | Likes Like |Link to Comment
COMMENTS STATS
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