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Jimmy Mason

Jimmy Mason
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  • Raymond James throws in the towel on oil services [View news story]
    this is so two weeks ago .....
    Apr 13, 2015. 09:27 AM | 2 Likes Like |Link to Comment
  • iRobot Corp.: Competitive Pressures And Recent China Channel Checks Reinforce Downside Risk [View article]
    At any given time a stock is either expensive or inexpensive. History has shown that investors that pick the inexpensive stock of great companies and hold for indefinite periods have done better than any other type of investment strategy. I-Robot is a great company and it's stock is inexpensive at the moment. Thanks for listening.
    Mar 29, 2015. 07:33 PM | Likes Like |Link to Comment
  • iRobot Corp.: Competitive Pressures And Recent China Channel Checks Reinforce Downside Risk [View article]
    First, we can't read the article without a membership and second there are no other sources saying anything about a SEC investigation of IRobot. Sadly I think this is a made up story and the Author should be banned from this site.
    Mar 25, 2015. 03:38 PM | Likes Like |Link to Comment
  • iRobot Corp.: About To Short-Circuit [View article]
    Don't fall for it people. It is probably a fake sight !
    Mar 25, 2015. 03:36 PM | Likes Like |Link to Comment
  • With Profit Growth Taking A Leave Of Absence, Panera Bread Is Not Worth A Bite [View article]
    I generally agree with Stan's comment. After all, it is better to buy a good company when it's stock is cheap and not when it's is expensive. With that said there are two companies I give a pass to on valuation. Panera and Intuitive Surgical are one of a kind companies that might have the occasional hiccups but they won't last for long. Panera has really only just begun and it is a matter of time before the growth story continues. Believe it or not there are still over 10 states that don't even have a Panera yet. It wasn't but a couple years ago that the first Panera store opened in New York. Panera is still a young company that has extreme growth potential yet to come and an brilliant managing stewardship. Next to none debt and a high return of equity doesn't hurt either. Could Panera's stock reach the 140's ? Probably but it will not go much lower than that. Panera is a safe company to rest your money until the next wave of growth occurs. The simple fact is Panera's stock could rise just as easily and you might never find a good entry point based on P/E valuation. My guess is Panera will easily be a 10% a year gainer over the next ten years. 10% might not make some people happy but I will be OK with it :)
    Mar 9, 2015. 09:40 AM | Likes Like |Link to Comment
  • Battleground shifting for Keurig and SodaStream [View news story]
    Yep, soda/coffee machines aren't rocket science and sodastream already has a recognizable brand name
    Feb 23, 2015. 01:02 PM | Likes Like |Link to Comment
  • Lincoln Educational Offers An Overpriced Education And An Overpriced Stock [View article]
    Certainly Lord Baltimore hit a home run with his short thesis. Sometimes I wonder why I am still fascinated with this company ? I have been following this stock for the last four years pretty closely. My biggest puzzlement was why the management was caught with it's pants down when it instituted a dividend back when their revenues were twice what they are today. It seems like they didn't see the quick downfall of their industry coming at all. Of course, I didn't see it either but I am not an insider. I do not fault management for not doing away with the dividend. I believe once you begin the tradition you must pay out a dividend until your last dying breath. At least the shareholders will be getting something on their way to oblivion.

    Some things I still like about Lincoln.

    1. I think Shaun Mcalmont has done a fairly decent job steering the ship through some rough waters largely produced by events out of his control
    2. Most of the Goodwill has been wiped off the books. I have never been a big fan of goodwill inflating book values.
    3. A lot of their current liability is in deferred revenue. If there ever was a positive liability it would be deferred revenue.
    4. Its a relatively easy business model. As more students sign up you hire more teachers, as less students sign up you hire less teachers.
    5. I like the trend of catering to their strength which is automotive and skilled trades. This is also a niche area of education that traditional colleges don't tend to tread.
    6. I believe Lincoln has bottomed out. It appears that the horrible student starts numbers have finally leveled.
    7. No regulatory or legal issues to speak of.
    8. The government is going to be reluctant to close down other for profits after Corinthian.
    9. I actually like the long term future of for profits to better align students with paying jobs when they graduate. This immense pressure from all sides will only make the surviving for profits stronger institutions than the ones that get no or little scrutiny. I don't see many kids graduating from traditional colleges getting good jobs when they graduate but for some odd reason no one blames the colleges for it !

    Anyway, just some of my thought. I am in no way a professional investor just someone who love to study the stock market and rub my two pennies together to buy shares in companies I believe have lifetime appeal. Lincoln just happens to be one of those types of companies that I believe will be around in another 50 years and if you bought now well hello millions :)
    Feb 19, 2015. 12:22 PM | Likes Like |Link to Comment
  • iRobot Corp.: Competitive Pressures And Recent China Channel Checks Reinforce Downside Risk [View article]
    I think Ben forgets to look at the larger picture. Revenue for I-Robot has gone from 94 million to 600 million in ten years. Book value has also increased 500 percent in the same time period. We also need to acknowledge that IRobot has no debt and a future that is brighter than it's past. Will it be the next Apple ? maybe ….
    Feb 5, 2015. 10:58 AM | Likes Like |Link to Comment
  • iRobot Corp.: Competitive Pressures And Recent China Channel Checks Reinforce Downside Risk [View article]
    Oh Ben ….. You are such a Nilly Nally
    Feb 4, 2015. 11:31 PM | Likes Like |Link to Comment
  • iRobot Corp.: About To Short-Circuit [View article]
    LOL Ben makes an appearance …...
    Feb 4, 2015. 11:30 PM | Likes Like |Link to Comment
  • Smith & Wesson: Are Its Troubles A Sign Of Permanent Change? [View article]
    Thank You ! I would love to hear an expert's analysis on the impact 3D printing may or may not have on the gun manufacturers. To be honest that is the only reason I am reluctant to take a long position in SWHC or RGR at this time.
    Dec 28, 2014. 04:37 PM | Likes Like |Link to Comment
  • Smith & Wesson: Are Its Troubles A Sign Of Permanent Change? [View article]
    I have yet to hear a discussion on what 3D printers might have on traditional gun manufacturers ? Guns can already be produced at home by 3D printers and it may be as ubiquitous to make a gun at home than to make a cup of coffee in less than a decade.
    Dec 28, 2014. 08:17 AM | Likes Like |Link to Comment
  • The Financial Metrics That Make The C&J Energy Services Deal Shine [View article]
    I would be interested in the Author's comments in light of new developments. Mainly the court order to seek more bidders, the extreme drop in oil prices, and CJES postponing acquisition loan for Nabors.
    Dec 11, 2014. 08:27 AM | Likes Like |Link to Comment
  • C&J Energy Acquisition: A Breach Of Fiduciary Duty And The End Of The Fracking Era [View article]
    This news could possibly send shares higher since the investment world has never been keen on the Nabors transaction. But who knows ? The only thing I know is a stock shorter can only make a %100 profit but a "buy and hold" investor's profit is unlimited.
    Dec 6, 2014. 01:50 AM | Likes Like |Link to Comment
  • Interesting Additional Data On Ruger And S&W [View instapost]
    Has anyone considered that 3D printers might put gun companies out of business ?
    Nov 5, 2014. 11:44 PM | Likes Like |Link to Comment
COMMENTS STATS
106 Comments
46 Likes