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Mbperry

Mbperry
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  • KeyBanc Capital Markets downgrades gun sellers Sturm Ruger (RGR -4.4%) and Smith & Wesson (SWHC -7.5%). Forget about any talk about the Obama or Romney election factor, this is a good ole fashioned valuation call as both stocks have run up solid YTD gains and appear to have maxed out profitability. KeyBanc's ratings: SWHC to Hold from Buy, RGR to Underweight from Hold. [View news story]
    Gun sales may have a little to do with the election, but there is much more going on here though. When banks fail certain investments thrive, like gold. After all, with failed banks what can you do with paper money? When governments start failing around the world gun sales thrive, after all, what can you do with paper money or gold? I suppose I'd rather have guns. I credit global governmental uncertainty for the thriving gun sales and as of now it has only been abroad... wait until hints of US issue's start to surface, you might as well throw current and historic valuation out the window because gun sales will continue to multiply. Earnings trend reviews for both of these companies will show you the trend that I believe has just begun. I would say that the biggest part the Obama has played in the success of these companies is not gun control but excessive spending with no real plan for repayment which has taken our economy to where it sits, like Greece and the rest of Europe, the United States will have a day of reckoning in the future.
    Aug 16 12:52 AM | Likes Like |Link to Comment
  • KeyBanc Capital Markets downgrades gun sellers Sturm Ruger (RGR -4.4%) and Smith & Wesson (SWHC -7.5%). Forget about any talk about the Obama or Romney election factor, this is a good ole fashioned valuation call as both stocks have run up solid YTD gains and appear to have maxed out profitability. KeyBanc's ratings: SWHC to Hold from Buy, RGR to Underweight from Hold. [View news story]
    Gun sales may have a little to do with the election, but there is much more going on here though. When banks fail certain investments thrive, like gold. After all, with failed banks what can you do with paper money? When governments start failing around the world gun sales thrive, after all, what can you do with paper money or gold? I suppose I'd rather have guns. I credit global governmental uncertainty for the thriving gun sales and as of now it has only been abroad... wait until hints of US issue's start to surface, you might as well throw current and historic valuation out the window because gun sales will continue to multiply. Earnings trend reviews for both of these companies will show you the trend that I believe has just begun. I would say that the biggest part the Obama has played in the success of these companies is not gun control but excessive spending with no real plan for repayment which has taken our economy to where it sits, like Greece and the rest of Europe, the United States will have a day of reckoning in the future. Perhaps the only thing that will be selling is the products of SWHC and RGR.
    Aug 16 12:49 AM | Likes Like |Link to Comment
  • Trading Options On Smith & Wesson: Reloaded [View article]
    Spot on, I pulled a 287% return on my investment on a SWHC option just through the SWHC earnings. I know, sounds too good to be true...go research it on option charts. I cashed out and now have another option that I bought with a higher strike price (sept 22 $9 strike). My advice is to get in before RGR (strum and ruger guns) earnings on 7/23. I had option positions in both (and still have positions in both) companies when SWHC released earnings, and in one day both stocks jumped huge because of SWHC earnings (check both out on 6/28-6/29). I believe RGR will do the same thing and both stocks will get another big boost. Research what people are saying about RGR, director bought 15,000 shares, they had to stop taking orders because there was too much demand, they acquired a position in a cross bow company, they declared a big dividend increase. These things, at least to me, point to big things to come with RGR earnings approaching and no foreseeable end to the demand in this sector with limited companies to pick and seemingly unlimited demand. I even bought into TASR (Taser international) because they are the closest thing I can find to this type of market/demand. Should be fun to watch!
    Jul 15 04:14 PM | 1 Like Like |Link to Comment
  • Summer Rally Coming? Here Are Some Beaten Up Beauties With Some Call Protection [View article]
    I have long positions on both RGR and SWHC.
    Jun 21 08:44 AM | Likes Like |Link to Comment
  • Summer Rally Coming? Here Are Some Beaten Up Beauties With Some Call Protection [View article]
    Agreed, RGR could jump back to the panhandle of around 58. I'm in on some October expiration in the money calls. High dividends seem to have hurt this stock but it should bounce back up relatively quickly. Considering the demand for guns currently I don't see much chance that the earnings will do anything but go up... I guess it makes sense that their director just bought a bunch of stock and also explains the confidence to offer such a high dividend.
    Jun 18 04:22 PM | Likes Like |Link to Comment
  • Long-time Groupon (GRPN) critic Rocky Agrawal, who reported last week the company plans to offer a credit-card reader that will compete with Square, thinks Square has reason to be "very worried" after trying out Groupon's solution at an ice cream shop. Thanks to its lower fees, Groupon's solution is much cheaper for high-volume customers. However, Square has a comprehensive, time-tested platform, and an ability to reimburse merchants at an unmatched speed.  [View news story]
    Oh yeah, I'm sure they are scared... Groupon should be scared because they are scrambling to find the next best thing which means their coupon business model is flawed...ya know the one they turned down billions to sell - OOPS! Maybe they will have a groupon offer on toast because Groupon will soon be toast.
    May 31 11:29 AM | Likes Like |Link to Comment
  • Groupon Picks Up Breadcrumb For A Little Point-Of-Sale Magic [View article]
    Why do I feel like groupon is selling so hard to convince everyone that they are more than they really are. Branching out into things that did not have anything to do with their core business. Seems to me that are a gasping coupon company that is selling everyone
    on their merit before their lockup ends.
    May 31 01:38 AM | Likes Like |Link to Comment
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