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petyaczar

petyaczar
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  • Why I'm Buying Chesapeake Energy [View article]
    IMO, Pickens has been wrong before, as have I, So I am more conservative than he in my forecast of oil pricing, and natural gas BTW. In my portfolio $70 oil is great,,, $80 + oil is even greater = more gooder= when someone knowledgeable claims something (oil pricing) gets even more gooder than I estimate it will get, then that's not an argument -that's an agreement IMO- and I hope he's right. I also like FGP and MKI and Venx velx fidselect oil/gas MF. but that's IMO and I do not recommend an1 do anything on the basis of my opinion. IMO ALSO Sierra I've factored all those things into my investment calculus including the likelihood that some or all might not even happen. Also I include USA sticking on its promise to deregulate the export of natural gas and oil along with approval of the PIPELINE once bama boy is kicked out of Office. Also I discount the notion that bamaboy will declare martial law and attempt to remain in Office as a dictator = for the good of the country (sic). hope I'm right on that, but am not certain I am. anyway IMO that's my opinion.
    Apr 15, 2015. 09:50 AM | Likes Like |Link to Comment
  • Why I'm Buying Chesapeake Energy [View article]
    IMO this time next year oil in the $70 plus range, and profitable energy companies up commensurately. IMO and that is the basis upon which I am basing my investment in select oil and gas companies.
    Apr 14, 2015. 10:00 AM | 1 Like Like |Link to Comment
  • I'm Not Expecting Walgreens To Acquire Rite Aid [View article]
    Absolutely,, if the main Cathode tube wire was intact, then the tube was a continuous circuit and would glow from the radiation in the foot x-ray machine. If not continuous, it would not glow.

    BTW I still have no need of flash lights because my feet still reliably glow in the dark.

    IMO someone will acquire RAD sooner or later and until such time RAD will continue to improve profitability and operations. Keep looking for potential points of strategic fit, and accretive acquisition. The rest is merely sauce to help the deal go down.
    Mar 31, 2015. 10:28 AM | 1 Like Like |Link to Comment
  • I'm Not Expecting Walgreens To Acquire Rite Aid [View article]
    WAL=early morning pre coffee brain freeze typo.sorry.. anyway in USA as more and more states become Right to Work States,= now at 25/50 AND as NOT IN PUBLIC SECTOR labor unions continue their inevitable decline.. the union issue will continue to diminish.

    Yes WMT employees (Associates) have reliably voted AGAINST unionization on each and every occasion, probably because these employees get a better deal from WMT as nonunionized workers.

    Personally, in my working life, I've been a member (forced) of 4 unions, and not a one of em ever did anything for me other than tell me when I could not work, and force me to pay union dues so they could make political donations to politicians I personally did not agree with. thanks
    Mar 31, 2015. 10:22 AM | 2 Likes Like |Link to Comment
  • 8 Questions And Answers About The General Electric Spin-Off [View article]
    As a GE shareholder,, the plain and simple bottom line is GE is going to take some of my assets "Synchrony" and sell them to whomever, without reimbursing me for the value of the spinoff. Then step two ,,, GE will use some of the synchrony money to buy back just enough GE shares to confuse and mollify shareholders as to WTF happened? I ask rhetorically IS THIS LEGAL? it shouldn't be. IMO the GE shareholders will get screwed in this fast shuffle, the only questions are how much and in what form will the screwing take place. There is too much "doodah doodah, " and no dough $$ in this needlessly complex dance for my liking. I object to it. So who cares? maybe its time I make a donation to Elizabeth Warren.. because this deal stinks to high heaven IMO.
    Mar 28, 2015. 09:13 PM | Likes Like |Link to Comment
  • I'm Not Expecting Walgreens To Acquire Rite Aid [View article]
    OH YEAH? my feet still glow in the dark from residual Thom Mccane? foot x-ray machines radiation. Hold a test tube under there between your toes, start the x-ray and if tube is good, it glows in te dark,, save dad a trip to the tv tube checking station.
    Mar 26, 2015. 11:15 AM | 1 Like Like |Link to Comment
  • I'm Not Expecting Walgreens To Acquire Rite Aid [View article]
    BOOTS is unionized? being British if WBA is unionized, then they - and therefore WAL - would be more used to working in a unionized environment- especially in right to work states and with the emergence of right to work trough out the USA. Also doesn't Boots already sell a wide range of stuff, as does WAL as does RAD. Another sign that location and # of sites = convenience= growing strategic fit.

    Finally IMO low performance, poor locations, redundant locations would be packaged and sold off to get necessary regulatory approval. Turn them into a competitors headache. WAL WBA RAD keep the crème, sell the crap = the usual merger strategy.

    AND in the internet world, its becoming more of a strategic positioning goal to combine and build a strategic footprint consisting of a PBM(S) , internet pharmacy purchases, in store professional services, with all internet activity driving visits into drugstore physical locations for professional services whenever possible, while drugstore physical locations provide a safety blanket encouraging use of internet express Rx sales,, WE ARE LOCALLY available to you whenever you need us and in case of problems. Look for ever more professional mundane services coming out of drugstore physical locations.

    IMO I see this as a clear trend, and it spells the end of the neighborhood mom and pop drugstore, while ever increasing utilization of the physical location tied into an internet PBM. Increase turnover asset utilization out of the physical location by means of MORE Stuff and MORE services cannabilizing more of mundane primary physician office visits.
    Mar 26, 2015. 11:12 AM | Likes Like |Link to Comment
  • Why I'm Buying Chesapeake Energy [View article]
    Good article, great analysis, We agree and as of last week began buying CHK in mid 13's and selling short term mid term options = 14 puts
    Mar 23, 2015. 02:58 PM | 4 Likes Like |Link to Comment
  • I'm Not Expecting Walgreens To Acquire Rite Aid [View article]
    Its an entirely different matter considering acquiring a Revenue and profitable growing company for acquisition, than it is considering a starving and troubled anorexic company that just might survive. Accretive acquisitions are best, only to acquisitions that are soon to be accretive based on the story told by the company's 1-2 year recent performance. Rad has shown itself an early stage successful turnaround. IMO
    Mar 23, 2015. 10:45 AM | Likes Like |Link to Comment
  • I'm Not Expecting Walgreens To Acquire Rite Aid [View article]
    IMO Chipotle operations would have been unaffected, as would its popularity and the operational contributions of that increasing revenue and profit margin and growth would have been accretive to McD's P&L and balance sheet and it would have resulted in the strategic maintenance of McD's positioning as a well managed innovative growth company which would be accretive to McD's stock price and dividend. IMO

    Instead IMO MCD's management looks foolish because they traded Mickey Mantle for what? a cold sack of soggy fries and some coffee?
    Mar 23, 2015. 10:39 AM | 1 Like Like |Link to Comment
  • I'm Not Expecting Walgreens To Acquire Rite Aid [View article]
    Corporations make such major acquisition considerations on a strategic positioning level. Of course there will be some redundant locations, just as there is always some product overlap in production companies. These are quantified and if they cannot be dealt with, there is no strategic fit. Mostly such corner case considerations can be quantified and easily dealt with = and then there might be an even greater strategic fit.

    Here's what matters
    1)Strategic fit: Current and future and effect on competitive environment
    2)True net Cost of deal before and after various savings NOL's etc.
    3)accretive considerations
    4)Can we do the deal? Finanical, Regulatory, Political, Alignment and Motivations
    5) 2-5 year near term result, and 5-10 year permanent result
    6) How compare to strategic alternatives and Effects of doing nothing

    As a good example of poor management thinking, Consider McDonalds sell off of Chipotle. IMO this is a classic ,McD inappropriately used an operational decision model framework on a Strategic Fit situation. ie they did not recognize it for what it was, A Strategic positioning opportunity. Had they done so, they'd have kept it and MCD;s would still be considered a bright and upcoming growth company instead of merely old cold left over hamburger grease being rewarmed for tomorrows cooking. imo
    Mar 21, 2015. 10:16 AM | 1 Like Like |Link to Comment
  • I'm Not Expecting Walgreens To Acquire Rite Aid [View article]
    Sounds like a short to me. Using ridiculous logic, like management should prefer later $$ profit over immediate $$ profit.. and A better buyer would be a successful INTERNET? Co, that wants to change its business model and become a classic brick and mortar company? Gimme a break!!!

    How about RAD management understands the time value of money,, and in one fell swope, WBA Walgreens could go from being number 3 in the worlds largest Market USA, to #1 through a single straightforward acuisiotn of a fallen angel now apparently profitable and running on all cylinders
    Mar 19, 2015. 05:59 PM | 1 Like Like |Link to Comment
  • 4 Popular Metrics That Are Often Misused [View article]
    Great stuff A Must know for any investor
    Mar 16, 2015. 11:31 AM | 2 Likes Like |Link to Comment
  • 4 Popular Metrics That Are Often Misused [View article]
    Great article on the essence of quantitative analysis as it applies to quick and dirty stock basics prior to potential investment. IMO If you don't know this, you don't know anything and should not be investing in individual stocks.
    Mar 16, 2015. 11:26 AM | Likes Like |Link to Comment
  • McDonald's Or Wendy's: Who Won The 3rd Quarter Burger War? [View article]
    ROFLMAO Wendy's pushing $10.60 and named as a potential buyout candidate. McD's making excuses while it sinks to an 8 handle on the way to dropping like a stone. The idea behind investing is to make money honey, Buy low, sell high. The market discounts the future value not the historic nonsense. LOL

    You must be an investing newby.
    Jan 23, 2015. 11:11 AM | Likes Like |Link to Comment
COMMENTS STATS
297 Comments
392 Likes