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abragman

abragman
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  • Why Is SunPower Planning To Issue Solar Asset-Backed Bonds? [View article]
    Solid article, thanks for the info.
    Mar 13 04:50 PM | Likes Like |Link to Comment
  • ModernGraham Annual Valuation Of Starbucks Corporation [View article]
    What's PEmg?
    Feb 9 02:06 PM | Likes Like |Link to Comment
  • 4 Reasons Why We Are Still In A Bear Market [View article]
    I disagree with your thesis and specifically with argument #4, given how much money flowed out of equities from 2007-12 and how (relatively) few of those dollars have come back into equities since. I would also argue that QE dollars are mostly sitting at the Fed in the form of bank reserves--the banks get almost all of the QE $ and they certainly aren't lending it, they're probably not buying securities with it (after selling securities to the Fed for the cash to begin with), and the only other option for the money is parking it at the Fed.

    Very well-written article nonetheless--if I wasn't in strong disagreement to begin with this would probably be quite convincing.
    Jan 17 06:21 PM | 1 Like Like |Link to Comment
  • Coffee prices get a jolt [View news story]
    Does anyone have an intelligent opinion on why SBUX is relatively unaffected today? If they sell Robusta (assuming they're mass-market not premium) wouldn't rising prices be a big problem for them in the future?
    Nov 15 01:19 PM | Likes Like |Link to Comment
  • Coffee prices get a jolt [View news story]
    haha
    Nov 15 01:17 PM | Likes Like |Link to Comment
  • Goldman Sachs Is An Outstanding Investment [View article]
    This isn't a bad article, especially for a college kid, it's just a bit cheerleader-y. With more substance and less overt bullishness this could be a solid article. And I'm long GS so I have no problem with bullish sentiment, I just think more considerations need to be made to justify being bullish on the stock, or any stock for that matter.
    Jul 1 01:53 PM | Likes Like |Link to Comment
  • Oppenheimer initiates coverage on Melco Crown (MPEL +1.4%) with an Outperform rating and $30 price target on enthusiasm that the company's pipeline of new casino projects will appeal to the mass market. Of the six casino operators in Macua, Melco Crown has the highest blended mass table yield. [View news story]
    Love me some MPEL
    Jun 14 07:34 PM | Likes Like |Link to Comment
  • Chipotle: Overvalued And Uninviting [View article]
    I respect your right to an opinion, I just think you're wrong.

    Every Chipotle I've ever been to (except my local one--go figure) is incredibly efficient, dependable and the people are very friendly. Like someone said, usually if there's a line of 30 people they'll still get you out of there in 10-15 mins. It feels "cold" because they make your burrito fast (so it's still hot when they serve it) and you don't have to waste your life standing in line? Move out to Los Angeles, if I got paid for waiting in line for slow people to serve me, I would be a millionaire many times over. If that's your thing you'll love it, my thing (and I think the same goes for 99% of other people) is that I don't want to wait in line if I don't have to.

    In LA a burrito, chips and a large drink is just over $10 so I doubt it's more expensive anywhere else....I don't know how you got to $12. You'd have to be getting extra guac and a beer. And for $12 that's a damn good deal.

    Also, as a shareholder, don't you prefer a restaurant that serves more food and generates more revenue per unit of time? I know I do.
    May 6 01:48 PM | 1 Like Like |Link to Comment
  • Cramer's Lightning Round - U.S. Bancorp May Be Lower In 2 Days, But Will Be Higher In 2 Years (4/15/13) [View article]
    I love Cramer, but not enough to dump my MPEL
    Apr 16 03:55 PM | Likes Like |Link to Comment
  • Surface RT (MSFT) sales "have slowed considerably in the last month from an already anemic pace" and could be below 50K/month, according to Detwiler Fenton's checks. Surface Pro sales are a little better - Detwiler estimates a Q1 tally of 300K-500K - in part due to limited competition from PC OEMs. The firm is counting on the launch of Windows Blue (expected to support 7" tablets) and Office's touch-friendly Gemini updates to give Windows 8 Pro tablet sales a lift. (Bloomberg[View news story]
    Truly shocking
    Apr 2 06:55 PM | 3 Likes Like |Link to Comment
  • Nicholas Financial: A Good Value For The Patient Micro Cap Investor [View article]
    Michael:

    Another solid article. It appears you have plenty of consumer financing plays in your portfolio, but if you want another one check out TAXI.

    Adam
    Mar 13 02:32 PM | Likes Like |Link to Comment
  • BofI Holdings: A Potential 10-Bagger [View article]
    This is an excellent article. You obviously have a bullish outlook on the stock but you make a fundamental case that's relatively free of opinion, and I like how you make the bear case as well.

    I'm just skeptical of a <$500M market cap bank being able to exploit competitive advantages over the WFC/BAC/C's of the world over the long-run. On the other hand, as an aggressive investor it's really difficult to find interesting plays in the financial sector, so I will have to do some more digging on BOFI. Thanks.
    Mar 8 01:36 PM | Likes Like |Link to Comment
  • Why I Will Swap These 2 Franchises [View article]
    I live in CA, and while I own SBUX and believe it has tremendous growth potential I do believe DNKN would poach Starbucks and Coffee Bean regulars left and right. I used to live on the east coast and know that DNKN makes a damn good cup of coffee for half the price. And solid bagels, etc (in addition to obviously amazing donuts).

    Also nobody really likes In-n-Out. It's perfectly mediocre and nobody ever goes there unless they have a friend in town who heard its the best place ever (and is then sadly disappointed, and has a stomachache). In-n-Out is to food what Mann Chinese Theater/all of Hollywood is to daily activities, we stay away from both.
    Feb 13 01:31 PM | 1 Like Like |Link to Comment
  • Why I Will Swap These 2 Franchises [View article]
    Also very confused by that part
    Feb 12 01:36 PM | 1 Like Like |Link to Comment
  • Net 1 UEPS Technologies FCPA Probe: Now What? [View article]
    After getting suckerpunched earlier this week I'm comfortable with the amount of UEPS I have in my portfolio, but I do think you will make money very quickly if you get in now. Solid company--and at least when they play the bribery game for a big gov't contract they win.
    Dec 6 01:45 PM | Likes Like |Link to Comment
COMMENTS STATS
20 Comments
12 Likes