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johnofarizonaoregon

johnofarizonaoregon
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  • How Apple's Current Price Is Justified [View article]
    There's no such thing as a perfect title. After reading your article, I understood and agreed with the title... but until reading your article, I assumed from title that it was bearish on Apple.

    You've got my respect with regard to the title, for your succinct "guilty as charged" response to Echo To All.
    Dec 16 03:02 PM | 2 Likes Like |Link to Comment
  • Why Chipotle Could Move To $700 In 2013 - A Better Investment Than McDonald's? [View article]
    Moe's Southwest Grill is a big but "under-the-radar" competitor to Chipotle. Chipotle doesn't have a corner on the market , with Moe's growing at the pace of about one new location every 5 days.
    Dec 14 10:26 PM | Likes Like |Link to Comment
  • How You Can Invest Like David Einhorn [View article]
    It is wonderfully hilarious to read CMG to be described as a "long option" (refer to the 14th paragraph, "Before I close I would like to touch upon two smaller interesting long positions in the portfolio ...") in which to invest. CMG. Chipotle Mexican Grill. Currently in a price bubble ... at least until competitors such as Moe's Mexican Grill become know outside their loyal and incredibly rapidly growing customer base.

    Moe's Mexican Grill is absolutely trouncing Chipotle.

    Moe's is adding locations at the rate of about one every 5 days (yes one every FIVE days?) and Moe's is in the SAME competitive niche as Chipotle. (For traders & investors the catch is: Moe's is not YET a publicly traded company. But when it becomes publicly traded, hello Moe's and GOODBYE Chipotle. In the meanwhile, Moe's is taking customers from Chipotle.)

    Moe's cares about serving healthy food just as much, if not MORE than does US Immigration law-flaunting, illegal-immigrant-hiring Chipotle. In contrast to Chipotle, Moe's is endeavoring to comply with not only the letter but also the SPIRIT of the US law and Moe's is NOT hiring illegal immigrants!
    Dec 13 11:13 PM | Likes Like |Link to Comment
  • The FTC's probe of Google (GOOG) is expected to end this year without any antitrust violations found, the NY Post reports. The probe has yielded plenty of drama, with some commissioners apparently considering Google guilty of abusing its search dominance to promote other services and hinder rival ad platforms. But others have reportedly opposed a suit, and the agency is said to be uncertain a case will succeed. Reuters recently reported at least one Google rival is now turning to the DOJ for help. [View news story]
    Google says its motto is "do no evil" or something to that effect. But if they really wanted to do good, their motto would be "do good."

    Google is an evil company.

    The name Google has become a verb, google and for those of you who use google as a verb here is some advice: The advise is to google within quotation marks the two phrases "do no evil" and "do good".

    Google is on the side of doing evil. The ONLY thing Google cares about is to be the "king of the hill" and the dominant, in-charge force on the internet.

    Also check out http://bit.ly/SXZ7W2 and http://bit.ly/Tfd8NM and other similar websites.
    Dec 13 09:54 PM | Likes Like |Link to Comment
  • The Restaurant Performance Index Is Flashing Warning Signals [View article]
    To say "economic weakness is hurting the sales" of CMG is an understatement and it leaves out a MAJOR component which is Moe's.

    Moe's Mexican Grill is trouncing Chipotle. Moe's is adding locations at the rate of about one every 5 days and Moe's is in the same competitive niche as Chipotle. (For traders & investors the catch is: Moe's is not YET a publicly traded company. But when it becomes publicly traded, hello Moe's and GOODBYE Chipotle. Moe's cares about serving healthy food just as much, if not MORE than does illegal-immigrant-hiring Chipotle. In contrast to Chipotle, Moe's is endeavoring to comply with not only the letter but the SPIRIT of the law and Moe's is NOT hiring illegal immigrants!)
    Dec 13 09:46 PM | Likes Like |Link to Comment
  • Jackpot Stocks: Part 1 [View article]
    Stock market thrill-seekers, beware of Chipotle unless you are masochistic. David Einhorn was more correct than he imagined regarding the trend of CMG.

    Moe's Mexican Grill is trouncing Chipotle. Moe's is adding locations at the rate of about one every 5 days and Moe's is in the same competitive niche as Chipotle. (For traders & investors the catch is: Moe's is not yet a publicly traded company. But when it becomes publicly traded, hello Moe's and GOODBYE Chipotle. Moe's cares about serving healthy food just as much, if not MORE than does illegal-immigrant-hiring Chipotle.)
    Dec 13 09:41 PM | Likes Like |Link to Comment
  • VIX - Options Volatility Sonar: Tuesday Recap [View article]
    Be very wary of positive price movement in Chipotle. Einhorn was more right than he could have imagined about CMG being a short-selling candidate: Moe's Mexican Grill is trouncing Chipotle. Moe's is adding locations at the rate of about one every 5 days and Moe's is in the same competitive niche as Chipotle. (For traders & investors the catch is: Moe's is not yet a publicly traded company. But when it becomes publicly traded, hello Moe's and GOODBYE Chipotle. Moe's cares about serving healthy food just as much, if not MORE than does illegal-immigrant-hiring Chipotle.)
    Dec 13 09:39 PM | Likes Like |Link to Comment
  • 3 Food Industry Covered Calls [View article]
    A slight correction regarding CMG being a "growth play" - Moe's Mexican Grill is trouncing Chipotle. Moe's is adding locations at the rate of about one every 5 days and Moe's in the same competitive niche as Chipotle. The catch is: Moe's is not yet a publicly traded company. But when it becomes publicly traded, hello Moe's and goodbye Chipotle. Moe's cares about serving healthy food just as much if not more than does Chipotle.
    Dec 13 08:49 PM | Likes Like |Link to Comment
  • Cramer's Mad Money - Starbucks Wakes Up And Smells The Tea (12/4/12) [View article]
    Cramer has switched from bull to bear and lately to bull on Chipotle (CMG) but he is overdue to switch back to bear on CMG because Moe's Mexican Grill is trouncing Chipotle. Moe's is adding locations at the rate of about one every 5 days and Moe's in the same competitive niche as Chipotle. The catch is: Moe's is not yet a publicly traded company. But when it becomes publicly traded, hello Moe's and goodbye Chipotle. Moe's cares about serving healthy food just as much if not more than does Chipotle.
    Dec 13 08:47 PM | Likes Like |Link to Comment
  • McDonald's Lagging Competitors But Looks Ready For Turnaround [View article]
    Don't worry about CMG increasing in momentum: Moe's Mexican Grill is going to trounce them. Moe's is adding locations at the rate of about one every 5 days and are in the same competitive niche as Chipotle.
    Dec 13 08:42 PM | Likes Like |Link to Comment
  • Generac Holdings (GNRC -0.9%) gives back early gains and slips into negative territory after announcing it's completed its acquisition of Ottomotores UK Limited and its affiliates, which includes the operations of Ottomotores Mexico and Ottomotores Brazil, for $46.5M in cash. [View news story]
    $25 or so would be a great price to get some shares, if it drops that low in the near future.
    Dec 10 01:06 PM | Likes Like |Link to Comment
  • Apple's Solid Mac Performance Compares Favorably To Sluggish PC Sales [View article]
    My experience since switching from Microsoft platform to Mac desktop seven years ago has confirmed the saying, "Get a Mac and you'll lever look back."

    .... Although, I do run Windows 7 in a virtual machine (Parallels) sometimes, in order to use the TradeStation platform which only runs on Windows. The desktop Mac doesn't have any problem running both OS X and W7 simultaneously.
    Dec 10 01:04 PM | 3 Likes Like |Link to Comment
  • The New And Improved Heckmann: Improved Margins And Growth Paths Going Forward [View article]
    HEK managed to stay above $4 on Friday, with over twice the average volume for the past 10 days. It will be interesting to see if the shorts can push it back much below $4 again. Savvy short sellers may reverse their positions if they haven't already, and ride a little wave upward for the purpose of reversing their positions again and making a push to get HEK once again below the scary $4 level, during this limbo time before the next earnings report.

    If so... the next significant skirmish between bulls and bears able to swing large positions could be between $4.50 and $5.
    Dec 9 02:38 PM | 1 Like Like |Link to Comment
  • Apple: Value Play Or Value Trap? [View article]
    With regard to that comment by Tim Cook ... I think he was either hinting or he had a Freudian slip of the tongue and was making reference to the upcoming Apple Television solution which has all the television manufacturers sweating and cranking out "smart televisions" as fast as possible so they can claim as much market share as possible before Apple enters that arena.
    Dec 8 01:18 PM | 1 Like Like |Link to Comment
  • Apple: Value Play Or Value Trap? [View article]
    If it is absolutely true that RIM is a better buy than AAPL, then logic dictates you should put every investment dollar you have into RIM. My only investment into RIM would be to sell calls, buy puts, and/or sell RIM short. To put it another way... though my first smartphone was a Blackberry... the Blackberry has not been in the category of Smartphones since Apple introduced the iPhone and Android implementers began slavishly copying the innovation of Apple.
    Dec 7 09:17 PM | 2 Likes Like |Link to Comment
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