The Oxen Group's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/429248/comments http://seekingalpha.com/article/1451531/comments?source=feed#comment-19120901 19120901
Right now, gross margin is 25%...net margin is 0.

The reason is because of operating expenses versus cost of revenue. Operating expenses will decline substantially over the next five years. Let's say they even stay the same at 15B...if the revenue grows even 10% each year for 5 years...the company will make $100B. If they maintain gross margin at 25%...that's 25B. -15B for opex. net income around 10B. EPS at that point would be 22.0

PE would be 10.

You are WAY off in your assessment.

Also what is the comment about widows and orphans...are you actually comparing our company to a person who rips those people off?]]> Wed, 22 May 2013 12:07:37 -0400
Right now, gross margin is 25%...net margin is 0.

The reason is because of operating expenses versus cost of revenue. Operating expenses will decline substantially over the next five years. Let's say they even stay the same at 15B...if the revenue grows even 10% each year for 5 years...the company will make $100B. If they maintain gross margin at 25%...that's 25B. -15B for opex. net income around 10B. EPS at that point would be 22.0

PE would be 10.

You are WAY off in your assessment.

Also what is the comment about widows and orphans...are you actually comparing our company to a person who rips those people off?]]> http://seekingalpha.com/article/1451531/comments?source=feed#comment-19120541 19120541 Wed, 22 May 2013 12:00:21 -0400 http://seekingalpha.com/article/1441811/comments?source=feed#comment-19031701 19031701 Mon, 20 May 2013 12:25:04 -0400 http://seekingalpha.com/article/1347251/comments?source=feed#comment-18770071 18770071
Where did you read that?]]> Mon, 13 May 2013 13:14:43 -0400
Where did you read that?]]> http://seekingalpha.com/article/1393531/comments?source=feed#comment-18769901 18769901 Mon, 13 May 2013 13:11:41 -0400 http://seekingalpha.com/article/1423731/comments?source=feed#comment-18687451 18687451 Fri, 10 May 2013 15:40:04 -0400 http://seekingalpha.com/article/1414181/comments?source=feed#comment-18623221 18623221 Thu, 09 May 2013 10:39:08 -0400 http://seekingalpha.com/article/1407121/comments?source=feed#comment-18582561 18582561 Wed, 08 May 2013 12:12:33 -0400 http://seekingalpha.com/article/1407121/comments?source=feed#comment-18539611 18539611 Tue, 07 May 2013 12:20:42 -0400 http://seekingalpha.com/article/1393531/comments?source=feed#comment-18539551 18539551 Tue, 07 May 2013 12:19:35 -0400 http://seekingalpha.com/article/1393531/comments?source=feed#comment-18373891 18373891 Thu, 02 May 2013 16:34:42 -0400 http://seekingalpha.com/article/1394441/comments?source=feed#comment-18372701 18372701 Thu, 02 May 2013 16:10:50 -0400 http://seekingalpha.com/article/1393531/comments?source=feed#comment-18372611 18372611
Well, case volumes increased 4% in the latest quarter.

Inflation?

Where? Prices are declining/stagnant and most major markets - Europe, USA, Japan.

Offer some price targets for people and stand behind what you do. My analysis may not be as deep as yours in words, but people that read our stuff get exact price targets, entry points, exit points.

In the end, is much more useful to get some information and an actual investment/trading plan...deep analysis with no information on how to use it is just that information.

So...when you say the SA crowd deserves more, they deserve more from you as well. Offer some trading plans, investment plans.

Just because we do things differently than you does not mean we are less than you. When someone reads our articles they have an actual idea of realistic price expectations...they can't get that from your articles....so please don't act all high and mighty when you don't paint the full picture either.]]> Thu, 02 May 2013 16:09:32 -0400
Well, case volumes increased 4% in the latest quarter.

Inflation?

Where? Prices are declining/stagnant and most major markets - Europe, USA, Japan.

Offer some price targets for people and stand behind what you do. My analysis may not be as deep as yours in words, but people that read our stuff get exact price targets, entry points, exit points.

In the end, is much more useful to get some information and an actual investment/trading plan...deep analysis with no information on how to use it is just that information.

So...when you say the SA crowd deserves more, they deserve more from you as well. Offer some trading plans, investment plans.

Just because we do things differently than you does not mean we are less than you. When someone reads our articles they have an actual idea of realistic price expectations...they can't get that from your articles....so please don't act all high and mighty when you don't paint the full picture either.]]> http://seekingalpha.com/article/1393531/comments?source=feed#comment-18371091 18371091
I love that we offer step-by-step valuation analysis...which no one else does on here...Seth likely does not do because he's afraid to actually predict a price.

Haha but i love your banter...you're working hard to get past 150 followers.]]> Thu, 02 May 2013 15:46:24 -0400
I love that we offer step-by-step valuation analysis...which no one else does on here...Seth likely does not do because he's afraid to actually predict a price.

Haha but i love your banter...you're working hard to get past 150 followers.]]> http://seekingalpha.com/article/1394441/comments?source=feed#comment-18370851 18370851
In a study conducted, PNRA had its highest saturation of stores in St. Louis.

If that saturation was modeled into their entire USA, the company could have north of 4,500 stores.

How many stores do they have 1,500.

You are looking at a company that can grow 3x its current size without cannibilzation and that's before they head out of the USA.

They have no stores in any foreign countries, and they could do very well in Canada, Australia, England.

PNRA is a life-long stock.

Disclosure: I am long.]]> Thu, 02 May 2013 15:41:34 -0400
In a study conducted, PNRA had its highest saturation of stores in St. Louis.

If that saturation was modeled into their entire USA, the company could have north of 4,500 stores.

How many stores do they have 1,500.

You are looking at a company that can grow 3x its current size without cannibilzation and that's before they head out of the USA.

They have no stores in any foreign countries, and they could do very well in Canada, Australia, England.

PNRA is a life-long stock.

Disclosure: I am long.]]> http://seekingalpha.com/article/1394441/comments?source=feed#comment-18370671 18370671
They have completely redefined the market.]]> Thu, 02 May 2013 15:39:03 -0400
They have completely redefined the market.]]> http://seekingalpha.com/article/1388551/comments?source=feed#comment-18312401 18312401 Wed, 01 May 2013 10:31:58 -0400 http://seekingalpha.com/article/1375331/comments?source=feed#comment-18139961 18139961
You may be right, but money flows to where growth is happening. LNKD has no issues right now, DE has a lot. A lot of investing is about understanding trader/investor psyche over just numbers, PE...don't believe me...tell me why AAPL isn't higher]]> Fri, 26 Apr 2013 13:19:51 -0400
You may be right, but money flows to where growth is happening. LNKD has no issues right now, DE has a lot. A lot of investing is about understanding trader/investor psyche over just numbers, PE...don't believe me...tell me why AAPL isn't higher]]> http://seekingalpha.com/article/1347251/comments?source=feed#comment-18128921 18128921
This is a long-term strategy. This will develop over 12-24 months. ]]> Fri, 26 Apr 2013 10:14:38 -0400
This is a long-term strategy. This will develop over 12-24 months. ]]> http://seekingalpha.com/article/1367461/comments?source=feed#comment-18048241 18048241 Wed, 24 Apr 2013 16:37:34 -0400 http://seekingalpha.com/article/1358831/comments?source=feed#comment-18028901 18028901
But yes...missed there.]]> Wed, 24 Apr 2013 10:08:37 -0400
But yes...missed there.]]> http://seekingalpha.com/article/1362931/comments?source=feed#comment-17994001 17994001 Tue, 23 Apr 2013 15:50:17 -0400 http://seekingalpha.com/article/1345191/comments?source=feed#comment-17939091 17939091
Longterm investing...these small snafus are not important. You must be a trader.]]> Mon, 22 Apr 2013 13:28:03 -0400
Longterm investing...these small snafus are not important. You must be a trader.]]> http://seekingalpha.com/article/1347251/comments?source=feed#comment-17939021 17939021 Mon, 22 Apr 2013 13:26:58 -0400 http://seekingalpha.com/article/1347251/comments?source=feed#comment-17748411 17748411
Thanks for the comment.]]> Wed, 17 Apr 2013 14:51:42 -0400
Thanks for the comment.]]> http://seekingalpha.com/article/1347251/comments?source=feed#comment-17748361 17748361
I don't see any issue with step 4. Sorry want to make sure we get everything right, so please expand if you can.]]> Wed, 17 Apr 2013 14:50:35 -0400
I don't see any issue with step 4. Sorry want to make sure we get everything right, so please expand if you can.]]> http://seekingalpha.com/article/1347251/comments?source=feed#comment-17748281 17748281 Wed, 17 Apr 2013 14:50:02 -0400 http://seekingalpha.com/article/1347251/comments?source=feed#comment-17733391 17733391 Wed, 17 Apr 2013 10:08:14 -0400 http://seekingalpha.com/article/1347251/comments?source=feed#comment-17733361 17733361
Sure, you can do that... we are not dividend analysts.]]> Wed, 17 Apr 2013 10:08:00 -0400
Sure, you can do that... we are not dividend analysts.]]> http://seekingalpha.com/article/1345191/comments?source=feed#comment-17720831 17720831
1. KFCs are not banned from selling chicken.

2. The bird flu is a fear (short-term). Its a problem for the short-term, not the long-term. It may have a slight affect on one quarter, but any situation where YUM drops on it would be a buying opportunity.

3. Seriously!]]> Wed, 17 Apr 2013 01:38:02 -0400
1. KFCs are not banned from selling chicken.

2. The bird flu is a fear (short-term). Its a problem for the short-term, not the long-term. It may have a slight affect on one quarter, but any situation where YUM drops on it would be a buying opportunity.

3. Seriously!]]>