Seeking Alpha


Send Message
View as an RSS Feed
View SSnape's Comments BY TICKER:

Latest  |  Highest rated
  • Calavo Growers, Inc. Presents A Value Opportunity After Recent Earnings Miss [View article]
    Thank you for these valuable updates on CVGW's progress! Much food for thought!
    One question: Is CVGW active at all in banana production/sales? I acquired my initial investment in CVGW when CHA was taken private.

    Long: CVGW.
    Nov 23, 2015. 01:39 PM | Likes Like |Link to Comment
  • Tracking Nelson Peltz's Trian Fund Management Portfolio - Q3 2015 Update [View article]
    "Remnants" is right! In DD's present state, funfun is very probably correct. However, Mr. Peltz was, and probably still is, leading the band for the company to break up, so it is what it is.

    Long: DD.
    Nov 15, 2015. 06:56 PM | 2 Likes Like |Link to Comment
  • Restaurant traffic weak in October [View news story]
    Everyone is entitled to express their opinion. If you have an issue against a particular sector or product, no one is forcing you to invest in it. Everyones' investment decisions are their own personal responsibility.

    Long: SONC, SBUX and KO.
    Nov 10, 2015. 01:53 PM | 1 Like Like |Link to Comment
  • Restaurant traffic weak in October [View news story]
    A surge in traffic, at least for the short-term, is right around the corner as retail takes on seasonal workers and moms have less time to spend in the kitchen but the same number of hungry children to feed.I see permanently two-job families with the kids cheering for hot mashed potatoes and gravy and fresh mac 'n cheese all the time!

    Long: SONC.
    Nov 9, 2015. 02:33 PM | 1 Like Like |Link to Comment
  • The Market Doesn't Respect Sonic's Growth Potential [View article]
    P.S. to author Josh Arnold - "WE ARE"!

    Long: SONC.
    Nov 9, 2015. 01:58 PM | Likes Like |Link to Comment
  • The Market Doesn't Respect Sonic's Growth Potential [View article]
    I agree that the company's communication skills are not the greatest, but I give them an A+ for creativity! I love their strategy that allowing customers to have a burger or wings for breakfast is just as valid as the "breakfast all day" concept alone. (I was a night shift worker for over forty years, and would have KILLED for freshly prepaired wings immediately upon the end of my shift!)

    They have a great menu and quality-expansion is definately a major key!

    Long: SONC.
    Nov 9, 2015. 01:52 PM | Likes Like |Link to Comment
  • Splits And Frauds: Activist Investing Daily [View article]
    I'm GENUINELY "lost in space"!!!

    Long: DD and CC.
    Nov 7, 2015. 01:01 PM | Likes Like |Link to Comment
  • Consolidation under interim CEO Breen begins [View news story]
    Consolidation, refocusing and even reforming will do little good when a corporation has divested its' traditional and most valuable core divisions. All that remains is a denuded corporation struggling for its' very survival and small though highly-focused and expert companies that are struggling for their survival and will be acquired if they fail to gain traction in a troubled global economy.DD was once a giant among corporations - all of this waste and destruction for what? FOR WHAT??!!

    Long: DD and CC.
    Nov 2, 2015. 12:57 PM | 2 Likes Like |Link to Comment
  • DuPont pledges to tackle costs following profit drop [View news story]
    I have one simple question - DD is now talking about divesting its' ag division and has already divested its' performance coatings and performance chemicals divisions. What is left? What is left to "manage" and "track costs" of? What does DD actually DO?

    Long: DD.
    Oct 27, 2015. 01:51 PM | 3 Likes Like |Link to Comment
  • A-B InBev expected to make formal offer for SABMiller this week [View news story]
    Although I have always thought that Corona, specifically,could have a great future in Africa, I am concerned about probable divestitures of Miller (U.S.) and the 49% of Snow (China) by SBMRY. These are extremely valuable properties. I am not looking forward to wasting profits chasing valuable properties as they are acquired by others to comply with regulatory standards to allow this merger. Some, Snow in particular, may not even be accessible to shareholders when all is said and done. Will the end justify the means?

    Long: SBMRY.
    Sep 28, 2015. 02:34 PM | Likes Like |Link to Comment
  • DuPont - Much Better Risk-Reward At Current Levels [View article]
    As a shareholder in DD since 1993, (by inheritance), I find EVERYTHING relating to DD very sad - especially the divestiture of Performance Coatings and the COSTLY battle with Mr. Peltz. Nevertheless, I will continue to hold.

    Long: DD and CC.
    Sep 23, 2015. 03:55 PM | Likes Like |Link to Comment
  • More Bullish News From The Oil Patch! [View article]
    Make that three, and I'm staying in.

    Long: RDS.A, XOM, CVX, SNP, SLB and RIG.
    Sep 5, 2015. 02:56 PM | 1 Like Like |Link to Comment
  • Barry Callebaut Is Great For Those With A Sweet Tooth For Swiss Stocks [View article]
    I acquired BYCBF in 2013 and will hold as long as anyone on this planet likes chocolate - especially the coveted dark chocolate with its' multiple health benefits.It is the only "pure" chocolate play I could identify that actually plays a "hands-on" role in every step of chocolate production from growing cocoa beans to shipping finished chocolate products.

    Sep 1, 2015. 09:13 PM | 1 Like Like |Link to Comment
  • Shell declares force majeure on Bonny light crude exports in Nigeria [View news story]
    Oil obviously continues to have value or no one would take the risk of committing theft.

    Long: RDS.A.
    Aug 27, 2015. 09:03 PM | 4 Likes Like |Link to Comment
  • Addressing The Royal Dutch Shell Dividend Concerns [View article]
    The harsh reality in the energy sector is that due to presently prevailing conditions many solid companies will be forced to cut or eliminate their dividends.Conditions are also ripe for consolidations, mergers and acquisitions. How long will this climate last? Who knows? No one has a crystal ball.However, in my viewpoint, investing,(like spying), is waiting, and now is a good time to acquire solid energy and energy-related equities.

    Just my opinion.

    Long: RDS.A, SLB and RIG.
    Aug 27, 2015. 08:56 PM | 1 Like Like |Link to Comment