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jackmaster20

jackmaster20
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  • ARM Holdings Thrives Despite The Intel Onslaught [View article]
    jw

    Don't think for a minute that INTC has not spent many millions of dollars trying to develop a winning ultra low energy chip design and platform that would put all of the ARMH designs out of business.

    Its been in the news for years & now INTC has given up

    If INTC could have beaten the ARMH designs and become the smartphone
    industry standard, it would have been as large for INTC as owning the PC
    chip market……now INTC is a big player in data center chips and is a ultra
    high end foundry.

    Really like the fact that ARMH owns zero fab assets……..INTC is now fab
    asset heavy & low energy chip innovation light.
    Apr 23, 2015. 11:37 AM | Likes Like |Link to Comment
  • Energy Transfer Investor Day: What You Need To Know [View article]
    Thanks Ray for your prompt response

    ……I thought for some reason that ETE was not in the MLP configuration.
    I have all of my existing energy mLPs in my taxable accounts.
    EPD, NGLS, ETP, PAA, OKS & KMI is what I hold now.

    I was thinking ETE in and ETP out, but ETE has been on a recent run up.
    Maybe I have time to do my own DD as I wait for a ETE pullback…?

    RR was my "slang" for railroads stocks

    Regards, JM20
    Apr 15, 2015. 10:38 AM | 1 Like Like |Link to Comment
  • Energy Transfer Investor Day: What You Need To Know [View article]
    Ray…….

    Just some quick basic questions I thought you could help me with …..

    ETE does not issue 10-K schedules, correct…? Does this mean then that ETE
    income is taxed as regular income within a non-tax deferred account.

    Is it better to place ETE shares in an IRA…?

    Any help will help me jump-start my own DD on treating in my ETP for ETE.

    Regards, JM20

    BTW any new interest in the RRs now…?
    Apr 14, 2015. 09:46 PM | 1 Like Like |Link to Comment
  • Rosneft keeps options open for rig contract in Kara Sea [View news story]
    MrD

    IMO, SDRL knows the assets of NADL are better long term cash
    generators than almost any other off-shore drilling concern. No
    good reason to sell HE assets into today's weak market.

    SDRL is comfortable shouldering the NADL debt guarantees until
    both political and/or pricing issues abate.

    Maybe JF feels that Brent will recover at about the same time as
    USA led sanctions are repealed……..?
    Apr 14, 2015. 01:31 PM | Likes Like |Link to Comment
  • ARM Holdings Thrives Despite The Intel Onslaught [View article]
    EJL

    I have been reading that INTC "is just about ready to win against ARMH"
    for over 5 years now……maybe the main chip industry players don't
    really want to "hand over their markets" like the PC firms did in the 1990s.

    INTC must be materially better, not marginally better, than the current
    ARMH design technologies to gain share from ARMH.

    ARMH is responsive, ARMH works & ARMH specs continue to get better.
    Very difficult for INTC to break into this long term relationship based
    area.
    Apr 14, 2015. 10:35 AM | Likes Like |Link to Comment
  • ARM Holdings Thrives Despite The Intel Onslaught [View article]
    I have been reading/hearing the tale of INTC killing off ARMH for
    over 5 years now.

    No signs of any INTC inroads, except from the INTC perma-bulls
    that never change their opinion based upon market dynamics.

    Can't we all agree now that INTC is not coming to control the
    ultra low energy chip design market….?

    Long ARMH since may 2009……never in INTC.
    Apr 14, 2015. 10:28 AM | Likes Like |Link to Comment
  • New Atmel microcontrollers said to enable 10-year battery lives [View news story]
    There is only one seat ….and ARMH is sitting in it for the next decade.
    Apr 14, 2015. 10:21 AM | Likes Like |Link to Comment
  • El Pollo Loco's Q4 Disaster Is Hidden In Plain Sight [View article]
    you keep talking about "the shorts" holding back this stock…..and the
    price action of one day trading……IMO neither are very relevant to the
    real LOCO story.

    The market will soon see by Q4 2015 if LOCO is worthy of its large price multiple….based upon its 2015 revenue and earnings results. at its current
    price range, lOCO is priced for perfection given its recent results. For this stock to go higher mgmt needs to beat its just released 2015 guidance.

    Its not about "the shorts" but rather if LOCO can post a full-year 2015 EPS
    of at least 80 cents …...
    Apr 8, 2015. 09:24 AM | 1 Like Like |Link to Comment
  • El Pollo Loco's Q4 Disaster Is Hidden In Plain Sight [View article]
    Shorts ……..or the past IPO buyers simply selling and moving on …?

    CEO just restated the 27 added units remarks from the last CC.

    Anyone can say they have 300 potential sites targeted…..but
    how many will LOCO actually fund in the next 5 years….?????
    Between 2015 and 2019 I say about 150 units get funded, if
    all things go well for LOCO.
    Apr 7, 2015. 05:37 PM | Likes Like |Link to Comment
  • El Pollo Loco's Q4 Disaster Is Hidden In Plain Sight [View article]
    author…

    The CEO guided 2015 EPS during the last CC in early March of "67 to 71 cents"
    This is similar to what analysts forecast.

    I think LOCO will beat 71 cents EPS for 2015…..but by how much…?
    Maybe by 25 % which would mean a 88 cents 2015 EPS…? Or a 29.5 P/E
    with current LOCO stock prices…….still a little too expensive for a geographically
    constrained QSR, IMO.

    But LOCO at $ 20.75 and earning 88 cents EPS would mean a 23.5 P/E……
    or maybe a better investing value proposition…?

    Lastly, P/E is only a basic valuation metric and really only the start to a
    full DD process, but making forward estimates based upon 2015 outcomes
    and plugging into a basic value metric shows an investor when/where to invest
    in a more balanced risk standpoint…

    LOCO needs to post $ 1.00 2015 EPS to get the "post IPO investing crowd"
    more excited in its prospects as a longer term investment.
    Apr 4, 2015. 10:58 AM | 2 Likes Like |Link to Comment
  • El Pollo Loco's Q4 Disaster Is Hidden In Plain Sight [View article]
    c21vintage

    You can calculate your own LOCO P/E ratio daily for yourself….
    You shouldn't have to argue with me/author about the data.

    LOCO EPS for 2014 was 55 cents.
    LOCO mgmt has forecasted 2015 EPS with a midpoint of 69 cents.
    You know the daily LOCO stock price.

    A 2015 P/E of 31.8 for LOCO at a cost of $ 22 is too expensive/too much
    investment risk for me to accept, given LOCO's estimated revenue growth
    rate for 2015 to be "3 to 5%" as stated by the CEO last month.

    BTW…IMO "not smart" can mean "below superior" whereas your word "stupid"
    is a derogatory term that clearly means below average intelligence. These
    words are quite different, NOT "a fine line" ….as you tried to explain…!

    I will NOT buy LOCO until the stock price hits below $ 21…..at $ 20.75 that
    still would be a 30 P/E which still probably is too expensive for the LOCO
    forecasted 2015 growth.

    JACK & FGRI have better growth prospects than LOCO.
    Apr 2, 2015. 09:20 AM | Likes Like |Link to Comment
  • 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
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