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blueice

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  • Oppenheimer Upgrade Shows Bed Bath & Beyond Is Undervalued [View article]
    Bed, Bath & Beyonce, will be doing free flu shots next year with a purchase of $100 or more.
    Jan 29, 2013. 08:47 AM | Likes Like |Link to Comment
  • 3 Growth Picks From Sandstorm's Stable Of Junior Gold Miners [View article]
    Good article...Will look at Silvercrest, as it appears it may be an interesting play...

    Brigus Gold, is a certified pig...The company has for years over promised and under delivered...It will never produce enough production to generate satisfactory profit...
    Jan 28, 2013. 09:26 PM | Likes Like |Link to Comment
  • Roundy's Stock May Pop After Earnings Are Announced [View article]
    Broker, nice execution on SVU! The problem I see with FTR, is that they were paying nearly all of their income in the form of a divy, which IMHO, is not sustainable...

    The same thing would apply, of course, to RNDY as well...However, as the author indicated, it appears that the divy is well covered by earnings.

    I have reduced our entry point because this stock has had quite a run up...We are trying to take a position at $5.oo....
    Jan 28, 2013. 10:58 AM | Likes Like |Link to Comment
  • Silver: Are We Heading Back Down To $26? [View article]
    Excellent post, Mr Riggins!
    Jan 28, 2013. 02:01 AM | Likes Like |Link to Comment
  • Silver: Are We Heading Back Down To $26? [View article]
    Good points, Mr Eberhardt...A good TA should never use fundamentals!
    Jan 28, 2013. 01:56 AM | 1 Like Like |Link to Comment
  • Roundy's Stock May Pop After Earnings Are Announced [View article]
    RA, yes costs can always be reduced, but in a low margin retail business those options are quite limited. Moreover, if your labor force is union, the company has even less option for cost reduced...

    If necessary, the best option would be bankruptcy, in order to discharge costs that can not be trimmed...Empty leases and pension, would be two areas of great cost savings.

    A decline in revenue would have serous implication for most business but for the grocery industry it is deadly...

    http://bit.ly/1126WyR (defunct supermarkets)
    Jan 27, 2013. 05:02 PM | Likes Like |Link to Comment
  • Roundy's Stock May Pop After Earnings Are Announced [View article]
    We had a chain back in the 80's (forgot their name) which had some 30 stores in the St Paul & Mpls metro plex....They all die off one-at-time in the 90's...

    Rainbow failed and as was purchased by Roundy's...Now all of the Rainbow stores are non-union.

    Piggly-Wiggly also had a large present in our market and also faded away...

    On the other hand, there is Wayne's Super Value, in Danbury, Wisconsin, a hamlet of some 150 people which remodeled and is doing fine.

    I suspect, that in any chain there are stores which are marginal or are losing money and are still kept open...
    Jan 27, 2013. 04:50 PM | Likes Like |Link to Comment
  • Roundy's Stock May Pop After Earnings Are Announced [View article]
    Broker, I would not buy FTR with your money...

    Super Value was an excellent company, until they decided to grow the business with leverage buyouts...They either paid too much or the assets did not fit into the scheme of things...

    I am not to concerned about the Super WallyMart or Super Sam or Costco for that matter, as their offering are less than satisfactory...

    I wonder how many consumers shop for groceries at these Super Stores and nothing else. I personally would not make a run groceries at these store, unless it is bulk paper items...

    Any earnings over one dollar should support the divy, IMHO...
    Jan 27, 2013. 12:47 PM | Likes Like |Link to Comment
  • Roundy's Stock May Pop After Earnings Are Announced [View article]
    Yes, like your folks (BO's favorite word) we shift between The Bow and Cubnuts...I believe the the former is a little more costly as far as their groceries are concerned and as well, their pharmacy...

    We do not shop at optimal times, however, comparing three Cub stores versus three Rainbow stores, all three Cub locations have larger parking lots....I would venture to guess, that in-store revenues are higher at these Cub locations...

    Aviator, I question that little can go wrong with an investment in Rainbow...The losses on a $5 stock can be as bad as a $50 stock; the same could be said for a 50 cent stock.

    The divy does appear to be sustainable, however, they have a very large debt present, which IMHO, does need to be addressed...

    We have entered a limited buy order! Thank you, sir...
    Jan 27, 2013. 11:28 AM | Likes Like |Link to Comment
  • Pershing Gold, Nearing Production And Huge Exploration Upside [View article]
    Picker, thank goodness it is me that he makes mince meat out of, rather than my investments....

    This is all I need to know: "average grade of 0.017 ounces per ton gold."

    Nevertheless, I wish you well...
    Jan 27, 2013. 10:32 AM | Likes Like |Link to Comment
  • Roundy's Stock May Pop After Earnings Are Announced [View article]
    Interesting reading, Retired Aviator! They have a present hear in Minnesota and we do shop them but the two stores we are familiar with never seem very busy. One is adjoined to a Target...

    I will take a closer look at their financials but yes I agree this firm may
    have an upside.

    I do not, however, agree with your last paragraph!

    Dr Livingston, you left us hanging...Could you report back to the clinic?
    Jan 27, 2013. 10:23 AM | 1 Like Like |Link to Comment
  • How Big Is The Eaglebine Oil Play? [View article]
    Fabulous report, Mr Zeits! What really interest me, is the decline rate nothing like the ones in the Bankken...
    Jan 26, 2013. 10:08 AM | 1 Like Like |Link to Comment
  • Pershing Gold, Nearing Production And Huge Exploration Upside [View article]
    Blue, I agree with your position....There are hundreds of penny stock miners, boosting no production but only projected reverses.

    The fools will be parted with their money...
    Jan 25, 2013. 11:57 PM | 1 Like Like |Link to Comment
  • No Bakken, But Everything Else - Chesapeake Energy Is Set Up To Succeed [View article]
    Thank you, Mr Cooper...Nice to know info!

    If they drill in an urban setting it is called HIP HOP or Held In Production, Hope Operating Profit...
    Jan 24, 2013. 08:18 PM | 2 Likes Like |Link to Comment
  • Jaguar Mining - How Is The Turnaround Progressing? [View article]
    Mr Green, thank you for the update...Several years ago, we wanted to take a position in this company but never did...

    My opinion of JAG is, that once production declines or in this case collapses to the extent it did (about -33%) the jig is up...

    I do not think management will be able to drive production and lower cost to turn this company around. They are very dependent on high gold price, which of course leaves them very vulnerable ...

    The best thing that could happen is bankruptcy and the discharge of some or all of it's debt..
    Jan 24, 2013. 09:03 AM | Likes Like |Link to Comment
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