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jackmaster20

jackmaster20
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  • El Pollo Loco's Q4 Disaster Is Hidden In Plain Sight [View article]
    c21

    It really doesn't matter when you bought your first stock….BTW I was in DIS
    DOW & GE in April 1973.

    I did not call you stupid, that is your word. Now I have to deal with a hypster
    who gets his feelings hurt easily…nice combo..!

    Lower gas prices will impact ALL QSR in California and elsewhere, not a real
    competitive advantage for LOCO.

    Thus far LOCO price per check is higher but number of checks (revenues per
    location) is lagging. Your CEO forecasts "3 to 5 % revenue growth for 2015"
    that not robust in the QSR sector where there are other faster growing firms….
    Mar 31, 2015. 12:21 PM | Likes Like |Link to Comment
  • El Pollo Loco's Q4 Disaster Is Hidden In Plain Sight [View article]
    Author

    ?????

    One of the basic means for QSR firms to grow revenues and then
    market cap, as you say …is through the build out of the brand with new locations.

    You post that PLKI will add 115 to 150 locations but say you "it doesn't
    matter the % growth on units" ….? Maybe you don't know the number of existing PLKI locations….?

    Market cap growth comes from the market's discounting of a firm's
    future earnings. Earnings for small QSR firms comes from opening new locations.
    Mar 30, 2015. 08:40 AM | Likes Like |Link to Comment
  • Pacific Drilling Is Well-Positioned To Weather The Industry Downturn [View article]
    JH

    Beckett said last CC the best thing for the IOCs & NOCs to feel like
    adding off-shore deep water E&P programs is Brent above $ 70 and
    to stay relatively stable in that range.

    He also said that the recent crude price volatility does more to scare
    off 2015 E&P projects that the actual current spot price.

    My current plan as a long PACD investor is to "hold on for 2015-16
    and hope that by 2017 things warm up"….I think PACD can accomplish
    my goal.

    Good luck to you.
    Mar 29, 2015. 01:35 PM | 1 Like Like |Link to Comment
  • Pacific Drilling Is Well-Positioned To Weather The Industry Downturn [View article]
    PH

    Do not allow investors with much more negative opinions to impact your
    contributions regarding your writings about PACD. Simply present the
    data and your explanations/opinions for all to evaluate.

    Investors who strongly disagree with you is part of the natural "give
    and take" here at Seeking, IMO.

    Simply defend your position….like anyone else here, you never have to
    apologize for your due diligence you share with others.

    BTW, I fear SDRL and other more highly leveraged drill-ship operators
    who are in dire need of that CVX USGOM drilling contract. I am a
    little more worried regarding Meltem getting the deal than other investors.
    I shutter to think of "the number" that SDRL has offered CVX for that deal..!

    Thanks for your continued writings about PACD.
    Mar 29, 2015. 01:25 PM | 2 Likes Like |Link to Comment
  • Dollar General Vs. Dollar Tree: Which Gives Investors More Bang For Their Buck? [View article]
    Family Dollar is clearly the sector weak competitor. Door Tree could be argued
    to be the best operator in this area.

    DLTR bought Family because it knows it can import its best practices over to
    its new subdivision and realize large operating improvements and better scale
    benefits. DLTR will easily be able to make changes at Family that will provide
    improved cash flows, revenues and EBITDA.

    Dollar General strategy is "more of the same, from the same structure"
    Diminishing returns will approach relatively soon. Thus the lower P/E.

    Investors are telling us they are willing to play more for the better growth
    prospects at DLTR.
    Mar 29, 2015. 01:05 PM | 1 Like Like |Link to Comment
  • El Pollo Loco's Q4 Disaster Is Hidden In Plain Sight [View article]
    15495092

    27 new outlets for LOCO in 2015 equates to a 7.1 % unit growth rate.

    As compared to other small cap QSR firms 7.1 % annual new unit
    growth is not that strong……

    2014 P/E was $ 26 divided by 55 cents ..or … 47
    2015 P/E is $ 26 dividend by mgmt set of 69 cents ..or …. 37.7

    These are not normal values, but rather levels seen from very fast growers.
    Do you consider LOCO a very fast grower…?
    Mar 29, 2015. 12:55 PM | Likes Like |Link to Comment
  • El Pollo Loco's Q4 Disaster Is Hidden In Plain Sight [View article]
    c21

    If there is further overall market weakness in April …then you will surely
    see lower stock pricing for LOCO.

    You do treat stock investing like gambling………not smart.
    Mar 29, 2015. 12:49 PM | 1 Like Like |Link to Comment
  • El Pollo Loco's Q4 Disaster Is Hidden In Plain Sight [View article]
    c21

    LOCO has less than 400 outlets

    Mgmt just said last month that it is forecasting "3 to 5 % 2015 revenue growth." So are you saying that LOCO is so weak that it can not estimate
    its own 2015 revenue stream …..??? Not likely & your hype here is not plausible.
    Mar 29, 2015. 12:44 PM | 2 Likes Like |Link to Comment
  • El Pollo Loco's Q4 Disaster Is Hidden In Plain Sight [View article]
    how many outlets does PLKI currently have open..?

    Put another way, to be able to logically compare LOCO's 27 openings
    for 2015 to PLKI's 130 new stores in 2015…you must first know the
    relative size of each firms existing footprint.
    Mar 29, 2015. 12:41 PM | Likes Like |Link to Comment
  • Pacific Drilling's Q4 Results Quite Good, But Earnings Likely To Decline Going Forward [View article]
    PH

    Comments or ideas as to a deal Beckett is trying to put
    together for CVX in the USGOM....?

    What about this...? "A grand deal with CVX in the Gulf"

    1) Bora: cut day rate to $ 450K
    CVX extends to mid 2017

    2) Mistral: USGOM 2 yrs at $ 425K

    3) Sharav: cut to $ 450K until 12/2016

    4) Meltem: USGOM 2 yrs T $ 410 (maiden)

    Just my opinion of a possible deal that saves PACD. Allows
    PACD to assess market conditions in mid 2017. But all of the
    PACD eggs are in the USGOM basket for at least 2 years.....

    Would Total & others be angry and resist further work with
    PACD in the years to come...?

    I assume PBR is "out of business" until late 2017 in constructing
    this idea.......

    Is this plausible or advisable in March 2015 marketplace...?

    Regards ....
    Feb 27, 2015. 11:20 AM | Likes Like |Link to Comment
  • Pacific Drilling: Earnings Were Great, Visibility Not So Much [View article]
    My question still stands to you .......

    Please note, I am an investor, not an analyst and not a money adviser.....
    I discount future possible events and invest my capital accordingly.

    Right now, with PACD & the high spec UDW drill-ship marketplace, I say
    they will withstand the current & future "rough seas" and survive in their
    present configuration to drive cash flows strongly higher in the future.

    Long term energy market profiles, expected banker's participation and
    EBITDA generation asset ability, not analysts' notes, form the basis for
    my investment decision. I trade & invest in stocks, not balance sheets
    or income statements......or "expert's" opinions.

    Feel free to share with us when you are short/long PACD and at what price....give us some meat, if you will.

    Regards .......
    Feb 25, 2015. 09:02 PM | Likes Like |Link to Comment
  • Pacific Drilling: Earnings Were Great, Visibility Not So Much [View article]
    Didn't both Beckett and Reese say their debt structure was safe until
    late 2017 several times....

    .....Beckett also said that if the market saw stable Brent around "$ 70 to $ 90"
    this would be the best environment to allow IOCs and major independent's E&P budget planners to move forward on existing off-shore plays.

    "Nailing" Q4 results of a firm with 6 operating drill-ships is not the big prize
    you seem to imply.....don't hurt your shoulder patting yourself on the back..!
    All the data sets where there for those who cared to work the numbers......

    IMO, the real question for PACD investors is "can Acuff & Beckett work out
    a multi drill-ship deal (existing & new builds)with CVX in the USGOM in the
    next 12 months..?" Answer this question in Feb 2015 correctly and you
    can say you made a real prediction victory....!

    Regards......
    Feb 24, 2015. 03:28 PM | 2 Likes Like |Link to Comment
  • Off-price Macy's concept could disrupt [View news story]
    Mr Silber

    One important detail about competing vs TJX ...is the real estate mgmt
    component to running a profitable off-price chain .......

    Myerowitz & Co are expert at locating and developing great "rev per sq ft"
    business propositions all over the USA....this is not easy & may act as
    an impediment to other retailers entering this space profitably.

    Regards ....
    Feb 23, 2015. 12:21 PM | Likes Like |Link to Comment
  • Transocean CEO steps down [View news story]
    and maybe a dash of common sense...?

    But what do I know, I've only been investing for 42 years.....
    Feb 19, 2015. 09:27 AM | 1 Like Like |Link to Comment
  • Off-price Macy's concept could disrupt [View news story]
    m watcher

    Macy's vendors will product products specific for the Macy's off-price
    stores, I would agree........however those products will cost Macy's more
    than the products TJX & ROST sources....

    .....and that is why Macy's off-price will be of limited importance to the
    market at large....lower profit margins as compared its main competitors.

    Just because they can, doesn't mean they should......!

    Why doesn't Macy's fix their core brand stores...?
    Lungren can't cost-cut his way to success forever...... the USA does
    not need another "upscale Walmart"......plenty of those already.

    Regards to you.
    Feb 19, 2015. 09:25 AM | Likes Like |Link to Comment
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