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cashewking

cashewking
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  • Dunkin' Donuts Blames The Economy And The Weather, Huh? [View article]
    They had great coffee when DNKN was a private company. When they went public it went downhill fast! People are not drinking soda and are switching to water, tea, etc. They are drinking plenty of coffee but you can get good coffee in more places now so Dunkin has competition coming from everywhere on that. I think their donuts and muffins need a lot of improvement in quality. Plus you can walk into a convenience store or country store and you can a happy person greeting you. That doesn't happen when I visit DNKN.
    Aug 26 09:32 AM | Likes Like |Link to Comment
  • Dunkin' Donuts Blames The Economy And The Weather, Huh? [View article]
    The weakness is due to lousy coffee and that people are trying not too eat donuts and muffins as much. Also, every country store or convenience store can sell Green Mountain coffee which is better and have fresh better tasting pastries. By the way I am long 1500 shares.
    Aug 25 03:33 PM | 2 Likes Like |Link to Comment
  • Transocean's 8% Yield Can't Even Help A Tough Offshore Drilling Complex [View article]
    I WOULD BUY NADL FOR THE DIVIDEND AND THE DEAL THEY JUST DID WITH ROSNEFT.
    Aug 25 09:15 AM | Likes Like |Link to Comment
  • Transocean's 8% Yield Can't Even Help A Tough Offshore Drilling Complex [View article]
    GS PUT A 28 DOLLAR TARGET ON THE PPS.
    Aug 25 09:11 AM | Likes Like |Link to Comment
  • EXCO Resources: Waiting For The Inflection Point [View article]
    I am long as well ! I have no problem with the author. I did question how people supposedly as astute as the ones mentioned can take such huge positions here ? And get it so wrong !!!
    Aug 25 09:07 AM | 1 Like Like |Link to Comment
  • Natural Gas: Is Henry Hub Obsolete As The National Price Benchmark? [View article]
    I just read an article suggesting we may get nat gas below 3 bucks this winter. Wondering if you have a different view?
    Aug 25 08:55 AM | Likes Like |Link to Comment
  • Watching For Signs Of Economic Deterioration In Brazil [View article]
    I TAKE THE OPPOSITE VIEW AND IF ROUSSEF LOSES I THINK WE SEE A STRONG REBOUND IN BRAZIL.
    Aug 25 08:52 AM | Likes Like |Link to Comment
  • Ocean Rig: Primed For Growth When Deepwater Market Rebounds [View article]
    No rig demand coming for quite a while.
    Aug 24 10:59 AM | Likes Like |Link to Comment
  • Petrobras Would Make The Most Of Brazil's Escalating Natural Gas Demand [View article]
    And your point is ?
    Aug 24 10:52 AM | Likes Like |Link to Comment
  • Argentina's Default Is Just Bump In The Road For YPF [View article]
    That means you need the money to develop the fields and then you have to deal with kirchner price controls. A POOR INVESTMENT I THINK.
    Aug 22 09:18 PM | 1 Like Like |Link to Comment
  • John B. Sanfilippo: Transformed CPG Company With Large Upside [View article]
    YOU DON'T KNOW THE NUT BUSINESS AT ALL !
    Aug 22 09:28 AM | Likes Like |Link to Comment
  • John B. Sanfilippo: Transformed CPG Company With Large Upside [View article]
    Market prices fluctuate all year long. I remember years ago the almond crop was going to be short and everyone paid high field prices. But Blue Diamond had such a huge carry over from the year before they under cut everyone else and the market prices dropped and packers were selling below their cost. With a drought in California now anything can happen and this is not a margin safe business.
    Aug 22 09:25 AM | Likes Like |Link to Comment
  • EXCO Resources: Waiting For The Inflection Point [View article]
    Well this author is usually right on with his assessment. I would like to ask how Ross, Marks and Watsa got it so wrong ?
    Aug 22 09:15 AM | 3 Likes Like |Link to Comment
  • Halc√≥n Resources: The Second TMS Well Comes In Strong [View article]
    Any idea when these wells contribute more to the bottom line ?
    Aug 22 08:58 AM | 1 Like Like |Link to Comment
  • Argentina's Future Looks Bright [View article]
    You keep pumping Argentina ! You must be getting paid by Kirchner. Argentina is going to do a lot worse until she leaves office.
    Aug 22 08:49 AM | 1 Like Like |Link to Comment
COMMENTS STATS
293 Comments
306 Likes