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Cinemark Holdings, Inc. Message Board

jackmaster20 6050 posts  |  Last Activity: Dec 31, 2015 5:50 PM Member since: Apr 25, 2009
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  • Reply to

    Mastercard retail sales data

    by jackmaster20 Dec 31, 2015 12:31 PM
    jackmaster20 jackmaster20 Dec 31, 2015 5:50 PM Flag

    What an odd and relatively obscene post from you.....

    delusional if you think you control anything on a public
    message board...!

  • AA had a weak years in 2015. Now most of the bad news regarding the oversupply of AL and
    other economic metals has been in the market.

    since August 10th AA stock price has been relatively stable....not much profit but not much
    weakness under $ 9.00.

    Is AA ready to pop higher in 2016......who knows.

    However if long term investors buy AA shares at or under $ 8.70 in 2016, they will own
    shares at a relatively low risk level that will afford them the opportunity to participate in the
    stock appreciation in AA as it reshapes itself in the back half of 2016.

    Patience, discipline and a watchful eye will allow investors to enjoy capital appreciation
    with AA shares over the next few years if $ 8.70 is acted upon.

  • jackmaster20 jackmaster20 Dec 31, 2015 4:26 PM Flag

    ss9000

    I would say that US onshore shale finds are in many
    different stages of exploration and production....from
    seismic finds that are yet to be drilled to capped
    producing (but less productive) rigs.

  • Reply to

    the LOCO 2015 YTD chart .....

    by jackmaster20 Dec 22, 2015 12:20 PM
    jackmaster20 jackmaster20 Dec 31, 2015 4:10 PM Flag

    Dec 31 2015

    LOCO stock ends 2015 priced at $ 12.63 ..............

    13 cents above my $ 12.50 fair value level........dispite all the hand wring about
    going higher or lower, LOCO was remarkably steady since Aug 10th

    Look for LOCO stock price to stay close to this level until next earnings release.
    Any ''short termers'' trying to time the ''in and out'' with LOCO will get hurt.

  • Reply to

    Mastercard retail sales data

    by jackmaster20 Dec 31, 2015 12:31 PM
    jackmaster20 jackmaster20 Dec 31, 2015 4:02 PM Flag

    Feel free to look at the ZOES Sept 19, 2015 presentation for your answer.

  • Reply to

    204 price target.

    by stocks2cheap Dec 31, 2015 3:26 PM
    jackmaster20 jackmaster20 Dec 31, 2015 4:00 PM Flag

    Just hope for your own good that your short trading methodology is clever enough
    for you to go short AND then cover to make your profit while still paying out the dividend.........

    Sounds good in theory, or in hindsight, but not the easiest in real time practice.
    One of the primary reasons that ''kitchen table day traders'' go broke in a matter
    of weeks/months on average.....but the day traders will constantly deny their
    true stock trading records.

    Simply buy LMT when it gets relatively cheap and hold.until 2050.........much
    easier to execute & much more profitable

  • Reply to

    Mastercard retail sales data

    by jackmaster20 Dec 31, 2015 12:31 PM
    jackmaster20 jackmaster20 Dec 31, 2015 3:47 PM Flag

    If Mastercard is saying that retail spending is up 8 % YOY ......

    .....Then you can bet that upper middle class suburban communities where
    ZOES targets its locations is spending more than 8 % quoted ......you would
    think that collar urban sections of cities are spending below average, as they
    have for many years. So the growing upper middle suburbs probably are
    spending approx 10 % UP YOY to get an aggregate 8 % spending increase.

    ZOES has positioned itself to be a beneficiary of this growing spending trend
    n its core markets.

    SBUX, TJX & ZOES are all seeing tailwinds in consumer spending in Q4 and
    will take market share from their prime competitors in Q4 and 2016.

  • IMO an important issue for AMNF in 2016 is how the firm deals with recruiting or replacing the
    current 78 year old CEO. I understand from the message board that he has done a good job, but
    at his age plans need to be formulated and released concerning his replacement either in 2016
    or 2017.

    Will AMNF gets a family member or the CFO or an outside candidate .......

    Once this issue is addressed I think the stock would have one important obstacle removed

    Any comments from message board posters are appreciated.

  • jackmaster20 jackmaster20 Dec 31, 2015 12:43 PM Flag

    Go ahead and short LMT ....we will all be here in 2016 to see how you
    pay the dividend out on each stock you short AND try to make money
    on your position............

    Could your short LMT work, possibly, but IMO its a high risk play.
    LMT, RTN & NOC have too much top line visibility in 2016-2020.

    More and more nations are gaining US DOD approval to buy LMT
    military & defense systems.

  • Reply to

    two Billion in new contracts in the past 2 days

    by tysons1 Dec 30, 2015 9:14 PM
    jackmaster20 jackmaster20 Dec 31, 2015 12:37 PM Flag

    For LMT today, could it be a little......

    ''Buy on the rumor.........sell on the news''...????

    The C-130J transport contract is a good thing that's not going away.

  • Reply to

    What's the news?

    by solve1enigma Dec 31, 2015 9:49 AM
    jackmaster20 jackmaster20 Dec 31, 2015 12:34 PM Flag

    All of the 7 major defense firms I follow are down today ..........

    .......no news, probably just daily sector movement

    Next week one day, the sector will be ''all up'' ........

  • jackmaster20 by jackmaster20 Dec 31, 2015 12:31 PM Flag

    i just read on another message board that Mastercard has stated that retail sales activity
    are UP approx 8 % YOY.......so IMO it appears that the US consumer is spending at their
    usual grow trend.

    This is good news for strong retail brands that can execute its strategic plan in Q4 2015 and
    into 2016. I feel ZOES is one of those firms.

  • Reply to

    $40 by year end

    by chienbui74 Dec 23, 2015 11:02 AM
    jackmaster20 jackmaster20 Dec 31, 2015 12:07 PM Flag

    Maybe Macy's stock will end 2015 with a 34 handle....?????

    sad

  • jackmaster20 jackmaster20 Dec 31, 2015 12:05 PM Flag

    omeg4

    Excellent point....!

    There are dozens of retailers who compete almost
    entirely on price, for almost the same products......

    if done correctly IMO there still is a relatively large portion
    of of the US retail market that will pay premium prices for
    professional service in the department store market.

    Several of the legacy department store brands that
    Lungren bought controlled that market segment in several
    US cities and enjoyed very good operating returns by
    offering very good service.

    Removing all of the local metro department store brands
    and then ''racing to the bottom'' to compete with KSS or
    WMT or even TJX is the major error in Lungren's
    broken strategy.

    Looks like M might end 2015 with a 34 handle...!
    So much brand equity from all over the US has been
    destroyed by Lungren....now customers, employees
    and shareholders are left with results of his blunder.

  • jackmaster20 jackmaster20 Dec 31, 2015 11:55 AM Flag

    SS9000

    you make several good points ......

    Only 2 things I would add......

    Proven reserves have been held in the past to be produced
    at a later date, so shale is viable from a technical standpoint but not now from an economic perspective.

    IMO, crude is the best energy source when transportation
    and size issues are considered......for that reason I still
    feel that crude is here to stay vs solar and wind/tidal.
    Not a lot of huge tankers filled with solar panels traveling
    the seas...!

    NOC (OPEC & non-OPEC) impact current crude spot
    as much as the Kingdom in pushing down spot pricing.
    Russia, Brazil Venezuela & Mexico have almost zero
    control over their own production decisions, whereas
    US shale & UDW programs can be deferred based upon
    economic conditions......can PACD hold on until those
    UDW economic conditions improve enough to allow
    CVX, XOM, BP, TOT, RDS to resurrect their UDW
    exploration projects....?????

  • jackmaster20 jackmaster20 Dec 30, 2015 5:40 PM Flag

    regarding Wildomar, CA, the site of a recent LOCO unit opening........
    .......franchisee location.

    population approx 37,000

    White 53 %
    Hispanic 33 %
    Pacific Islanders 14 %

    Midway between Orange County and San Diego, inland community
    Growing population area

    Another opening in Southern California which does not help LOCO
    in its western states expansion.

    I would like to see a larger % of unit growth in Colorado, Texas
    Arizona, Utah & Nevada as a sign that LOCO has an active
    strategy for eastward unit expansion.

    More SoCal openings makes LOCO even more dependent on its
    old markets which have ''tons'' of existing units for many years.

  • jackmaster20 jackmaster20 Dec 30, 2015 5:20 PM Flag

    Looks to me you have no idea & you want me to do your work for you......

    Feel free to post your data sets and then this message board will decide
    if its worth discussing.....

    ..........your immature name calling salutations reflect poorly on you.

  • jackmaster20 jackmaster20 Dec 30, 2015 3:20 PM Flag

    disagree

    On shore shale sites can be restarted at lower costs and
    faster than any UDW project can be funded & brought on line.

    Easy for US on shore E&P firms to restart shale if/when
    crude spot drifts higher....if not, then shale can wait until
    market conditions are profitable (18-20?)

    There is ZERO UDW exploration drilling at this time.
    Upfront costs for UDW E&P programs are extremely high.
    Only super-huge whale off-shore finds are economically
    feasible. All other UDW projects are too expensive to start.

  • Reply to

    Great to see a $13.33 HOTD print on LOCO..

    by placesontherun37 Dec 23, 2015 1:48 PM
    jackmaster20 jackmaster20 Dec 30, 2015 3:12 PM Flag

    IMO just difficult for LOCO to hold its momentum given its size and existing EPS and evaluation.

    18 X multiple to a tough valuation to support given the firm's existing issues and performance
    record in 2015

    $ 13 is possible from time to time but will not be held for any sustained time frame until new
    stronger results are provided, who knows when surprisingly strong results will be released...??

  • jackmaster20 jackmaster20 Dec 30, 2015 3:07 PM Flag

    LOCO only could benefit maybe in the metro LA region....and then only for a small segment
    of the CMG customer segment (lower, non-millennial segment)

    IMO CMG will be a fine stock in the next 18 months (above $ 800)

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